Monitoring changes to the quality of your stock on hand

Overview

Once you have your dead stock under control, you need to get a finer understanding of your live stock. Not all live stock is the same. Some live stock is core range, other live stock is less important, such as Endless Isle (Extended Range) stock. Getting a better understanding of your stock can help you get the most of of the money you have tied up in stock.

Procedure

Select Inventory then Products from the Navigation panel. Then from the Product list view, create a series of view variants to help you better understand your stock:

Dead stock, products that are just about never selling. Discussed separately, see: How can I free up cash and space currently tied up in dead stock.
Obsolete products, products that you can't buy anymore
- Create a view variant "Discontinued stock". Then apply the filter below:

[Status] = 'Discontinued' And [Qty on Hand] > 0.0m

Store products, products that are not by default displayed on the website

[Catalogue Lines][].Count() = 0 And [Category.Category Type] = 'Stock control products' And [Qty on Hand] > 0.0m

Endless Isle (Extended Range) products, extra products beyond the core range

[Catalogue Product] = False And [Catalogue Lines][[Catalogue.Catalogue ID] = 'WEB01'].Count() = 0 And [Category.Category Type] = 'Stock control products' And [Qty on Hand] > 0.0m

Web01 products, products displayed on the website, not not regarded as core range catalogue products

[Catalogue Lines][[Catalogue.Catalogue ID] = 'WEB01'].Count() > 0 And [Category.Category Type] = 'Stock control products' And [Qty on Hand] > 0.0m

Catalogue products, core product lines

[Catalogue Product] = True And [Category.Category Type] = 'Stock control products' And [Qty on Hand] > 0.0m

Products that used to be on a Corporate Catalogue but have now been moved to Web01 or Endless Isle (Extended Range)

[Catalogue Product] = False And [Catalogue Lines][[Catalogue.Catalogue ID] = 'WEB01'].Count() > 0 And [Catalogue Lines][[Catalogue.Catalogue ID] = 'CC08''].Count() > 0 And [Category.Category Type] = 'Stock control products' And [Qty on Hand] > 0.0m

For example the filter can: