Stock Sales Matrix

The Stock Sales Matrix screen provides a detailed month-by-month breakdown of stock sales across a 13-month period ending on a user-specified date. It includes powerful filtering options by Attributes and Suppliers, and calculates stock turn to help identify how efficiently stock is moving.

End Date Selection:
Set the final month of the 12-month reporting period using the calendar picker.

Attribute Filter (optional):
Select one or more attribute tags to limit the report to stock items matching any of the selected tags (across any of the 10 attribute fields).

Supplier Filter (optional):
Choose one or more suppliers to restrict the report to items from those suppliers.

Date Range Logic

The system automatically selects a 13-month period ending on the date selected.

Report Calculations

Monthly Sales:

Each item's sales are grouped by month across the 12-month window.

Stock Turn:

Calculated for each item using:

Stock Turn=Total Units SoldAverage Stock on Hand\text{Stock Turn} = \{Total Units Sold}}{\text{Average Stock on Hand}}Stock Turn=Average Stock on HandTotal Units Sold​

Where:

Total Units Sold is the sum of QTY over the 12-month period.

Average Stock on Hand is derived from the average of qty onhand at the time of each sale.

💡 Tips

Use the attribute filter to focus on product categories like Wine, Cleaning, or Snacks.

Use the supplier filter to review performance of specific vendors.

A high stock turn indicates fast-moving items; a low stock turn may suggest overstock or slow sales.