Quantum VS Help: File Maintenance

Not Sold Since Report

The Not Sold Since report prints a list of product lines of which no stock been sold since a specified date.

This report is useful in monitoring branch stock. It could be used to highlight products which are no longer of interest to customers and therefore could be made obsolete. You may also be able to work out why products are no longer selling from the date. For example, a product's selling position within the store may have been changed on a certain date. If that product is shown by this report to have stopped selling around the same time you may assume this is because customers no longer know where they can find the product.

The report shows, for each product fitting the criteria: the Product Code, Description, the date the product was last sold, the quantity sold for the month and year to date, plus the supplier.

To run the Not Sold Since report:

1. Either:

From the Home tab: under links, select Reports.

Or: From the Toolbar - Main Menu: select Tools > Show Reports.
OR: Click the appropriate module on the Mega Menu then - under reports - select the required Report.

The Reports record opens in a new tab, listing all Reports by Name and Category.

2. Use your mouse or [Tab] key to select the Not Sold Since report:

3. Select report options in the available fields as required, using the following as a guide:

Note: You may use your [Tab] key to move from one field to the next.

Field

Definition

Available Branches / Selected Branches

If no branches are selected, the report will include ALL branches.

Moving Branches To The Selected Branches List:

You may select a specific branch - or branches - to report on by moving branches from the Available Branches list - which lists all of your branches - to the Selected Branches list. Click:

>> to add all branches, or
> to add highlighted branches.

Removing Branches From The Selected Branches List:

To remove branches from the Selected Branches list, click:

< to remove highlighted branches, or
<< to remove all branches.

Sequence

Click the appropriate button in order to sequence the report results in Product or Section order.

From / To

If 'Product' was selected above:

In the From and To fields below, enter the first and/or last Product code in the sequence of products you wish to include in the report.

If you enter nothing in the From / To fields, the process will be run on your whole Product list.

If you don't know the Product Code you may enter it automatically using the Finder. To do this:

place your cursor in the From/To field;
click [F3] to make Products active in the Finder;
in the Finder, locate the product you wish to add (see Finding Products); then
double-click on the product line in the Finder to add the Product Code.

If 'Section' was selected above:

To limit the report to a certain range of sections, enter the codes of the first and last sections in the sequence in the From and To fields as appropriate.

Note: The section code represents a sequence of up to ten alphanumeric characters or spaces (e.g. PAINT00001). The first five characters represent the Section Name, which is entered on the Section Name field of the Product record (Main tab). The following five characters represent the Section Order Code which is entered on the Section Order Code field of the Product record (Main tab). If either is fewer than five characters in length, enter a space for each missing character.

Last Sold Date

Enter the 'Last Sold' date. The report will include product lines that have not been sold since this date.

Include Zero Stock

By default, Zero Free Stock products (products with a stock balance of zero) are excluded from the report. You may include these products by checking this field.

Stocked Products

Check this field to include stocked products only.

Note: Stocked products are products for which stock levels are maintained at the relevant branch(es) as the product moves.

Non Stocked Products

Check this field to include non-stocked products only.

Note: Stocked products are products for which stock levels are not maintained at the relevant branch(es).

Print Section Order

Check this field to print the Section/Order Code on the report.

4. Click Start on the Toolbar - Sub Menu to begin running the report.

5. When the report has finished running, a Status message will be shown listing a URL at which the report can be viewed and printed or emailed if necessary.

Note: You may use Print Groups to view, print or email the report at a later date. See Viewing, Printing And Emailing Documents.

Click OK to close this message. You may now close the Reports tab if you wish.

NEXT: Physical Stock Valuation Report