Inventory On Hand With No Sales Report

Use the Inventory On Hand With No Sales Report lists to identify inventory on the shelf that is not selling. Typically, branch managers run this report. However, purchasing managers at the branch or regional level can run the report to figure out what stock should be evaluated, sold, and phased out of inventory.

Warehouse managers can also use the report, depending on your company's policies and procedures. At the corporate level, whoever is responsible for the inventory dollars at year end should run the report before reporting to the government how much money is tied up in an inventory investment that is depreciating. Also, if items or boxes of inventory are unopened, determine if the items can be returned to the vendor for refund or exchange.

Note: Depending on the amount of sales information, this report can take a while to run. If unit sales information is not available for two, three, and four years, the system prints a zero (0) in those report columns.

You can also create a return purchase order for the items on the report and return them to your vendor. After running the report, view the report in the report spooler. Use the Process hot key and select Create Return Purchase Order. The system creates the return purchase order including all items listed on the Inventory On Hand With No Sales Report for you to return to the vendor. Process the return purchase order as usual.

Note: Use this report to gather data regarding dead stock to post to the Trading Partner Connect web site.

To run the Inventory On Hand with No Sales Report:

From the Reprts > End of Month Reports menu, select Inventory On Hand With No Sales to display the Inventory On Hand With No Sales Report screen.
Populate the following fields as indicated:

Field	Description
Br/Tr/All	Enter the branch or territory to be included in this report. Type All to include all branches and territories.
As of Date	Enter the date on which to begin calculating the aging. You can enter a calendar date or variable date in this field. The default is the current date.
Days Since Last Sale	Enter the minimum number of days since the product last sold for it to be included on the report. The default is 365, which selects products that were last sold over a year ago. If you select Include or Only in the Overstock field, this field changes to 1. You can change the number of days in this field, however, overstock is best run with a low number of days since last sale.
Line Type	Accept the default Prc to run the report for price lines or enter Buy to run the report for buy lines. The option you select in this field determines the variable field name that follows.
Price Line/Buy Line	Do one of the following: Leave the Prc Line field blank to run the report for all price lines. In the Prc Line field, enter the price line ID to run the report for one price line. Leave the Buy Line field blank to run the report for all buy lines. In the Buy Line field, enter the buy line ID to run the report for one buy line. The report runs for products on the primary buy lines only, not the secondary buy lines. Note: Use the Price Line or Buy Line hot keys to select more than one buy line or price line for which to run the report.
Cost Basis	Enter the global price basis used to calculate the inventory cost values. The default is COGS-COST.
Detail Level	Select one of the following: Branch – Displays the branches that have not had sales. Product – Displays products that have not had sales in any of the selected branches.
Rank Br	Indicate whether rank selection should apply only to the branches for which you are running the report or to all branches. All – Selects ranked items in all branches. Report – Selects only ranked items from the branches for which you are running the report.
Order Types	Press F10 and select which type of orders to include in the report. Use the Multi hot key to select more than one order type. Select from the following: All Sales - This is the default. Directs Transfers - This is shipments and receipts. Adjustments Purchases Work orders Note: This field works in conjunction with the Days Since Last Sale field not the As of Date field.
Product Location Qty Type	Press F10 and select a location type code to include in the report, such as Stock or Defective. Enter the codes for each type separated by commas, such as F,S,O.
Exclude Items Created in last ___ Days	Enter that number of days to exclude from the report products created within the last designated number of days. The default is 180. Note: The system uses the created date of the product, not the As Of Date field.
Exclude Items Received in last ___ Days	Enter the number of days to exclude from the report products received within the last designated number of days. The default is 180. Note: The system uses the created date of the product, not the As Of Date field.
Price Line Break (Y/N/P)	Indicate whether you want the report to insert a blank line after each price line. If you want to have each price line on a separate page. Select P. The default is No.
Sort By On Hand Qty	Indicate if you want to sort the report by on-hand quantity. Products with the greatest on-hand quantity are listed first. The default is No, which sorts by product by branch.
Contact Information for Recent Sales	Enter the number of recent sales detail lines you want to include for each product for the customers who most recently purchased the products on the report. The detail lines on the report show the customer, contact name, phone number, last sale quantity, last sale price, outside salesperson, and date. A sales representative can use this information to move dead stock to a more appropriate location. Note: It takes a long time to build the report when you use this option. We recommend that you not run the report for all buy lines at once.

Use the Inc/Exc hot key and complete the following fields:

Field	Description
Nonstock Products	Indicate whether to include, exclude, or run the report for only nonstock products. The default is Include. Note: If you select Exclude, the system displays only stock items. All other statuses are excluded.
Transfer Receipts	Indicate whether to include, exclude, or run the report for only transfer receipts. The default is Include. Note: This field works in conjunction with the Exclude Items Received in Last field.
Overstock Inventory	Indicate whether to include, exclude, or run the report for only products considered overstock. If you use the Vendor Scorecard and have built a Vendor Scorecard file, the system uses the same overstock days as in that file to determine which products are considered overstock. If you have not run a Vendor Scorecard build, the default overstock days is 90. Important: To use this report for insight into the overstock inventory metric in the Vendor Scorecard, select to run the report for only products considered overstock. The overstock quantity takes into consideration products that have future committed sales. For example, if you have 10 of a product to return, but 4 are on an open sales order that will ship on a future date, only 6 of the product are shown as overstock.

Use the Product Ranks hot key to display the Rank Selection Input screen.

This screen displays all product rank fields and allows the entry of multiple ranks in any field, for selecting invoices for the report by one or more product ranks.

For each Product Rank # that you want to use for selection, enter one product rank or multiple product ranks separated by commas, such as A, C, D, F.
In the Must Match Any/All Rankings field, specify which products with the designated ranks to select for the report.
All – Selects products that have not sold in any branches.
Any – Selects products that have not sold in any one of the branches.

Press Esc to return to the Inventory On Hand With No Sales Report screen.
Use the TPCx Options hot key to run the report and populate the TPCx Dead Stock Upload Maintenance Queue to post your dead stock items to the Trading Partner Connect web site.
Set options, if needed, and generate the report.