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identify slow moving stock

Posted: 22 Jul 2016, 12:54
by jimbell
Is there a report we can run that will tell us the last ship date against a part number
We are doing year end stock valuation & would aim to write off stock that has not moved over a period of time
Running Sage 50 V21
Thanks in advance for any help

Re: identify slow moving stock

Posted: 23 Jul 2016, 07:54
by brucedenney
You can use the search (filter) function to limit your view of products

Where Last Sales Date Is Less Than 01/01/2015

To find all the products not sold since 01/01/2015

You can then use almost any report to list them out. One of the details reports may be good
or
File>Office Integration>Contents to Excel
to make a spreadsheet of them

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Better still you could use the inverse search filter...

Where Last Sales Date Is Greater Than or equal to 01/01/2015

And then run the valuation report and it will ignore all old items.

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A word of warning... If you have new stock items that have not yet started shipping, they may appear to be obsolete by these criteria.

Re: identify slow moving stock

Posted: 25 Jul 2016, 16:36
by jimbell
Thanks Bruce - perfect!