Inventory vs Sales vs Purchases (X3v11 and up)

The data model encompasses various measures such as Packed Quantity, Allocated Qty Stock Table, Quantity Available, Weighted Average Cost Amt, Planned Reorder Point, Sales Order Allocated Qty, Inventory to Sales Ratio, and more, facilitating analysis of inventory management, sales, and purchase activities. Views like Negative Net Stock Qty, Data Validation, Expiration Stock, and WAC Evolution by Movement help monitor stock levels, verify data accuracy, manage expiry risks, and track cost fluctuations efficiently for operational and strategic decision-making.

Benefits of This Data Model

• Enhanced Inventory Management: By analyzing measures such as Quantity Available and Inventory to Sales Ratio, the data model enables efficient monitoring and optimization of inventory levels to prevent stockouts and overstock situations.
• Data Accuracy Verification: The Data Validation view ensures the integrity of Inventory, Sales, and Purchases datasets by validating key fields, providing a reliable foundation for decision-making.
• Cost Trend Tracking: The WAC Evolution by Movement view tracks changes in Weighted Average Cost based on Inventory movements, allowing for the identification of cost trend patterns and informed cost management decisions.
• Expiry Risk Mitigation: Through the Expiration Stock view, inventory items approaching or exceeding their expiration date can be highlighted, helping to prevent losses and optimize inventory turnover.
• Operational Efficiency: Views like Negative Net Stock Qty and Out of Stock/Location facilitate timely decision-making by identifying products with low or negative stock levels and flagging locations experiencing stockouts for prompt restocking actions.

Key Performance Indicators (KPIs)

• Packed Quantity: The quantity of items packed and ready for shipment or delivery.
• Inventory vs. Purch. vs. PO Quantity: A measure comparing the quantity in inventory with purchased quantity and purchase order quantity.
• Allocated Qty Stock Table: The quantity of inventory allocated for specific purposes or orders.
• Quantity Current: The current quantity of items in inventory.
• Quantity Available: The quantity of items currently available for sale or allocation.
• Quantity Inventory: The total quantity of items in inventory.
• Weighted Average Cost Amt: The weighted average cost of items in inventory.
• Quantity Stock - Net: The net quantity of items in stock after adjustments or allocations.
• Planned Reorder Point: The predetermined inventory level at which a new order should be placed.
• Planned Safety Stock: The extra inventory maintained to mitigate the risk of stockouts or shortages.
• Sales Order Allocated Qty: The quantity of items allocated or earmarked for specific sales orders.
• Purchase Order Qty: The quantity of items ordered from suppliers.
• Sales Qty Shipped: The quantity of items shipped to customers in sales orders.
• Sales To Deliver Qty: The quantity of items yet to be delivered to customers with open sales orders.
• Sales Order Qty: The total quantity of items ordered by customers in sales orders.
• Purchase Qty Received: The quantity of items received from suppliers against purchase orders.
• Purchase Qty To Receive: The quantity of items yet to be received from suppliers against purchase orders.
• Unit Cost: The cost per unit of a specific item in inventory.
• Purchase Order Valuation: The total value of items in pending purchase orders.
• Sales Order Valuation: The total value of items in pending sales orders.
• Sales Order to Deliver Valuation: The total value of items in pending sales orders yet to be delivered.
• Purchase Order Amount w/o Tax: The total value of items in purchase orders excluding taxes.
• Purchase Order Tax Amount: The total tax amount included in purchase orders.
• Expired Qty: The quantity of expired or unusable items in inventory.
• Expired Cost: The cost associated with expired or unusable items.
• Expired 1 to 7 days Qty: The quantity of items expired within 1 to 7 days.
• Expired 1 to 7 days Cost: The cost associated with items expired within 1 to 7 days.
• Inventory to Sales Ratio: A measure comparing the inventory levels with sales quantities.
• Backorder rate %: The percentage of orders that cannot be fulfilled immediately due to stock shortages.

Available Visualizations

View Name	Description
Negative Net Stock Qty	Identifies products with stock levels below zero, warranting attention for replenishment.
Data Validation	Ensures data integrity within Inventory, Sales, and Purchases datasets by validating key fields.
Data Validation - Inventory vs Safety Stock	Compares actual Inventory levels against defined Safety Stock quantities for risk assessment.
Sales vs. Inventory vs. PO Quantities	Analyzes the relationship between Sales, Inventory levels, and Purchase Order quantities for optimization.
Sales vs. Inventory vs. PO ($ Valuation)	Evaluates the financial impact of Sales, Inventory, and Purchase Orders on overall business performance.
Expiration Stock	Highlights Inventory items approaching or exceeding their expiration date to prevent losses.
Out of Stock/Location	Flags Inventory locations experiencing stockouts to enable timely restocking decisions.
WAC Evolution by Movement	Tracks the Weighted Average Cost changes based on Inventory movements, indicating cost trend patterns.