Create a new custom purchasing report to include open purchase orders for 8 weeks, sales for the the current week to date plus last 12 weeks, shortages for the current week to date plus last 12 weeks.  Need to be able to combine Case/PC items.  Specific fields/columns to be in the report are:

 

• Item number

• Pack Size

• Warehouse location

• Brand

• Vendor Name

• Item Description

• Unit of measure

• IOH–OS = Inventory on Hand minus open sales (allocations), the report used to generate this allows for a date range/ # of weeks out open sales (invoices)  to be included in this calculation

• AWS = Average Weekly Sales (First Average in spreadsheet)    Sales divided by # of weeks. User can choose the weekly range to be used in this calculation

               (ex: Start Date __/__/__          through End Date __/__/__  sales added together and that total is         divided by # of weeks in the selected date range)  

• Wks InvOH = Weeks’ worth on hand – Inventory on hand from Column I divided by Average weekly sales from AWS field  

• AVE2 = (Second Average) same as AWS but provides the buyer the ability to use a different # of weeks value than what was used to calculate the AWS field  

• Max = Largest sale of the item in the past 12 weeks

• SUG ORD = Buyer will enter how many weeks’ worth of a product they would like to have on hand and the calculation will tell them how many to order based on (Average sales x desired weeks worth) - Inventory                     on hand-open sales for a selected range + open PO's for a selected range                  

• Open PO 8 weeks - each column represents a week’s worth of the item on order from open purchase orders (8 columns)

• Sales - Last 12 weeks of sales and current week to date

• Shortages - Last 12 weeks of shortages and current week to date

 

 

 

Export Configuration