Running the Inventory GMROI Report

Use the Inventory GMROI Report to analyze your sales for any 365-day period and display information that helps you analyze your return on investment.

The report displays the following indicators, which can help you analyze your return on investment:

We recommend that you run the report first in summary mode for all price and buy lines. Make this first pass each month to identify your lowest adjusted margin and your highest investment lines. Then run the report in detail mode for lines you identify with problem products.

For more information about how the system calculates the data in this report, see How the System Calculates Gross Margin Return On Investment (GMROI)How the System Calculates Gross Margin Return On Investment (GMROI) in this Reporting documentation.

To run the Inventory GMROI Report:

1. From the Reports > End of Month Reports #2 > GMROI Reports menu, select Inventory GMROI Report to display the Inventory GMROI Report window.

2. In the Line Type field, identify whether to run the report for price lines or buy lines. Based on your selection, the system renames the Price Line/Buy Line field accordingly.

3. In the Price Line/Buy Line field, select the lines for you want to run report.

   • To run the report for one price line/buy line, enter the price line/buy line ID.

   • To run the report for all price lines/buy lines, leave the field blank.

   • To run the report for multiple price lines/buy lines, click the Multiple button next to the field and enter the ID of each price line/buy line to include in the report and click OK. *Multi* displays in the Price Line/Buy Line field.

   If you run the report for super buy lines that contain other buy lines that you have added to the report, the system double counts the buy line. To prevent a grand total with double counts for super buy lines, create a recall list of buy lines that excludes any super buy lines.

   Note: This report runs for only primary buy lines. Secondary buy lines are excluded from the report.

    

    

4. In the Branch(es) field, enter the branch, branches, or territories to include in the report. To include all branches and territories, enter ALL.

5. Complete the remaining fields, as needed for the report you want to run:

   Field	Description
   Start Date and End Date	Change the dates in the fields, as needed, to encompass a 365-day period for the current fiscal year. By default the system populates the Start Date field with the first day of the current fiscal year as the start date and the current date as the end date. These fields also support variable dates.
   Buyer	To run the report for buy lines assigned to a specific buyer, enter the buyer's name.
   Buyer Branch	Enter the number that identifies a buyer branch for which to run the report.
   Cost Basis	Select the Global Basis code to use to calculate the values for the Cost and Avg $OnHand columns of the report. The default value is Cost of Goods Sold (COGS-COST). If you select the Avg Cost option, the value in the Cost column is calculated by dividing the amount in the Actual COGS$ column of the report by the number of orders. The value in the Actual COGS$ column is calculated using the actual cost of goods on the order.
   Product Status	Enter the type of product for which to run the report. The default product status is Stock.
   Commodity Code	Enter a commodity code for which to run the report. To include multiple commodity codes in the report, click the Multiple button next to the field and enter the codes you would like to include, and click OK.
   Include Transfer Sales In Calculation Of GMROI	Indicate if you want to include, exclude or run the report only with the transfer sales included in the report calculation.
   Include Display Location Type (Y/N)	To include products with a product location type of Display on the report, select Yes; otherwise, select No.
   Print Selected Product Rank Subtotals	to include selected product rank subtotals on the report, select Y; otherwise, select No. Use the Rank Selection fields to select inventory rankings to match for the report. In the Must Match Any/All Rankings field, indicate if you want to match the ranking method  to limit the report match any of the rankings or all of the rankings.
   Break on	Select one of the following: If the Line Type is Price, the system assigns Price Line. This inserts a page break after each price line on the report. If the Line Type is Buy, indicate whether to insert a page break after each Buy Line or after each Buyer.
   Summary/Detail	Select the level of detail for the report: Summary - Produces GMROI totals at the product line level, without product descriptions. Detail - Includes product descriptions and totals for each product.

6. Set options, if needed, and generate the report.

Inventory GMROI Report Data

The Inventory GMROI Report lists the following fields and columns of information by default. You can add or remove columns, as needed, using the Column Selection tool:

* Allannualcalculations are based on the fiscal year and dates that you entered in the Start and End Date fields.

See Also:

How the System Calculates Adjusted Margin

How the System Calculates Gross Margin Return On Investment (GMROI)

GMROI and Adjusted Margin Percent Example