Working Inventory
This page shows the quantities and values of products currently being carried by each individual field staff. The top insights show the Stock Valuation which is the total value of all products all field staff have with them at that moment in time. The Stock count shows the quantity of products in units being held by the reps and Expiry Product count shows the number of products being carried by reps that are close to expiry. This can further be investigated by clicking on the arrow at the top right which will reveal all products that will expire within 30 days and the reps that currently have them.Below that is a graph that shows the breakdown of the stock by SKU. To the right of that is a breakdown by distributor.At the bottom of the page is a table showing the individual records of the field staff showing their names, usernames, product count(the number of products they currently have) and the total value. The total value contains a pop up which when clicked, shows the details of the stock held by reps including the SKU name, distributor the product was collected from, the batch(es) the product was checked out from,expiry date range of the products,quantity (cases and units), and value. This working inventory for this particular rep can be downloaded by clicking on the download button at the top of the pop upYou can also download the working inventories of all the reps by using the Download Grouped or Download Ungrouped buttons. The download ungrouped gives the breakdown containing details of the SKUs, distributors, expiry dates, and batches, while the download grouped provides just rep details and total stock valuation.
You can also explore the Working Inventory History, which will take you to a page that shows, for each rep, their opening stock value and quantity, received stock, amount sold, closing stock, expiry dates, and the option to view and download the breakdown per rep. You can filter for a time period using the ‘Add Filter’ button and get the details of the stock history for that period. You can also filter by other parameters such as User, Sales Team, and Location. There is also the option to download the report.