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ADM - Reporting - Short Management Report
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ADM - Reporting - Short Management Report
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Table of Contents

Purpose

The purpose of the Short Management Report is to provide actionable insights into inventory management, particularly focusing on overages, shortages, and spoiled products within the organization's locations. This report empowers ADM users to identify discrepancies, track inventory adjustments, and optimize inventory control strategies for enhanced operational efficiency and profitability.

The Short Management Report, accessible to all ADM users and roles, offers comprehensive data analysis and visualization capabilities tailored to inventory management requirements. Key functionalities include:

  • Report is schedulable
  • Excel and PDF export are enabled
  • This report is under Inventory reporting
  • This report is for RDS and Snowflake

 

Report Format

  • Vendor Name: The Org Name

  • Site Name: The Location Name

  • Site AB#: The Best Vendors Userkey value for the Location

  • Product SKU: The Product UPC(s)

  • Product Description: The Product Name

  • Inventory Dates: The dates during the period which the specific product had a physical inventory performed

  • Product Retail Price: The Product Price at the Location

  • Tax Rate: The total tax rate that would be applied to that product for the specified location record. This should be the aggregated rate (Tax 1, Tax 2, Tax 3, and Tax 4) of the product. This is not the tax amount paid by the consumer, but rather what the applied rate would be.

  • Delivery Quantity: The number of positive inventory adjustments (Adds) during the period. We would like this value to pull similarly to the Adds column on the Inventory Variance report. Note, do not want to include “CAP_INVENTORY_REPLACEMENT” and “CAP_INVENTORY_ADJUSTMENT” within this calculation.

  • Sales Units: The total number of units sold for the product at the Location

  • Sales $ Amount: The revenue from the product (the final amount paid by consumers, inclusive of deposits, taxes, and discounts)

  • Sell Price/Unit: A calculated value as the Sales $ Amount / Sales Units

  • O/S Units: The total quantity of units that were associated to the reason codes of “CAP_INVENTORY_REPLACEMENT” with a Type of Remove (not Adds) during the set timeframe

  • O/S $ Amount: The number of O/S Units x the Product Retail Price

  • O/S Tax $: The calculated tax amount that would have been applied to the Short items. This would be calculated as (Product Retail Price x Tax Rate) x O/S Units. For example, ($1 x .06) x 10 = $.60

  • Spoiled: The total quantity of units that were associated with the reason codes of: 'Damage', 'Damaged', 'Spoil', 'Spoiled', 'Spoilage', 'Waste', 'Wasted', 'Stale', or 'Stales'. Note: This is the calculation of Spoiled units that we use within ADM on reports, such as the Product Canned Report.

 

Selection/Filter Criteria

ADM - Reports - Short Management Report - settings.png

 

Report Details

  • Vendor Name - This will display Org Name

  • Site Name - This will display the Location name

  • Site AB# - The Best Vendors Userkey value for the Location

  • Product SKU - The Product UPC(s).

  • Product Description - The Product Name

  • Inventory Dates - Dates during the specific product had a physical inventory performed

  • Product Retail Price - The Product Price at the Location

  • Tax Rate - The total tax rate that would be applied to that product for the specified location record. This should be the aggregated rate (Tax 1, Tax 2, Tax 3, and Tax 4) of the product

  • Delivery Quantity - The number of positive inventory adjustments (Adds) during the period

  • Sales Units - The total number of units sold for the product at the Location

  • Sales $ Amount - Revenue from the product (final amount paid by consumers, inclusive of deposits, taxes, and discounts)

  • Sell Price/Unit - Calculated value as the Sales $ Amount / Sales Units

  • O/S Units - Total quantity of units associated with "CAP_INVENTORY_REPLACEMENT" and "CAP_INVENTORY_ADJUSTMENT" reason codes during the set timeframe

  • O/S $ Amount - O/S Units x Product Retail Price

  • O/S Tax $ - This would be calculated as (Product Retail Price X Tax Rate) x O/S Units

  • Spoiled - Total quantity of units associated with "Damage," "Damaged," "Spoil," "Spoiled," "Spoilage," "Waste," "Wasted," "Stale," or "Stales."

ADM - Reports - Short Management Report - example.png