Report of the Week - Warehouse wise Inventory Aging Report over Finance Data

Report of the Week - Warehouse wise Inventory Aging Report over Finance Data

Slow moving stocks may lead to issues like expiry (in case of food items), obsolescence, and high holding costs. That's why you need the Inventory Aging Report. It helps you maintain a healthy business by tracking how quickly your inventory moves. It identifies the slow and fast moving inventory, and also lets you plan your warehouse capacity.




This report is done over a SQL query based on Advanced Analytics for Zoho Finance data. You can modify the query to suit your data structure.

Follow the below steps to do this.
  1. Query Table - Stock In Hand
  2. Query Table - Inventory Age Tier
  3. Pivot View - Inventory Aging Report

Query Table - Stock In Hand

This tracks the stock in hand by joining different tables.


  SELECT

    /*sum of Quantity On Hand from below query*/

  T1.*

SUM (T1. Quantity ) OVER( PARTITION BY T1. "Product ID" , T1. "Warehouse ID" ) AS 'Quantity On Hand',

    /*calculate  cumulative sum of items count in reverse order until it's equal or more that Quantity On Hand*/

 sum(if ( T1 . "In/Out"    = 'In' , T1 . Quantity , 0 )) OVER(PARTITION    BY    T1 . "Product ID" , T1. "Warehouse ID"    ORDER BY    T1. "Transaction Date"    DESC ) "Reverse Cumulative Total"

/*stock in hand from Stock In Flow*/

FROM (SELECT

 'In' "In/Out",

"Transaction Date",

"Warehouse ID",

 "Product ID",

sum ( "Quantity In") "Quantity",

"Price (BCY)" "Purchase Price"

FROM     "Stock In Flow Table"

WHERE "Stock In Flow Table" . "EntityType"    != 'transfer_order'

GROUP BY     1,

 2,

 3,

4,

6

UNION ALL

     /*stock in hand from Stock Out Flow*/

SELECT

  'Out',

  "Transaction Date",

 "Warehouse ID",

 "Product ID",

  -1 * sum ( "Quantity Out" ),

  null

FROM     "Stock Out Flow Table"

WHERE "Stock Out Flow Table" . "EntityType"     != 'transfer_order'

GROUP BY    1,

 2,

 3,

 4

UNION ALL

  /*stock in hand from Transfer Order*/

  SELECT

' In',

 "Date",

"Warehouse ID",

 "Product ID",

  sum(if( "Transfer Order". "Status"    = 'transferred' , "Transferred Quantity" , 0 )),

if ( "Transfer Order" . "Status" = 'transferred' , "Cost Price" , null )

FROM     "Transfer Order"

LEFT JOIN "Transfer Order Items" ON "Transfer Order" . "Transfer Order ID" = "Transfer Order Items" . "Transfer Order ID"  

WHERE 

                "Status"    not in ( 'draft'  )

GROUP BY    1,

 2,

 3,

 4,

  6

UNION ALL                                

/*stock in hand from Transfer Order Item*/

    SELECT

'Out',

"Date",

"Warehouse ID",

 "Product ID",

  sum ( "Transferred Quantity"),

 "Cost Price"

FROM     "Transfer Order"

LEFT JOIN "Transfer Order Items" ON "Transfer Order" . "Transfer Order ID" = "Transfer Order Items". "Transfer Order ID"   

WHERE   "Status"    not in ( 'draft'  )

GROUP BY   1,

 2,

 3,

 4,

 6

) AS   T1



Query Table - Inventory Age Tier

The below query tracks the age of each inventory and bucket them into the following groups.

  • 0-5 days old
  • 6-10 days old
  • 11-15 days old
  • 16-20 days old
  • older than 20 days

 

  SELECT

  "In/Out",

 "Product ID",

 "Quantity",

"Quantity On Hand",

 "Reverse Cumulative Total",

"Transaction Date",

 "Warehouse ID",

 "Purchase Price",

  /*identify the Transaction Date by comparing  Reverse Cumulative Total and Quantity On Hand */

  if(min(if( "Reverse Cumulative Total" - "Quantity On Hand"  >= 0 , "Reverse Cumulative Total" -"Quantity On Hand " , 99999999999 )) OVER ( PARTITION    BY     "Product ID" , "Warehouse ID"   ORDER BY "Transaction Date" DESC ) != 99999999999 , ( "Quantity On Hand" -("Reverse Cumulative Total" -"Quantity" )), "Quantity" ) "Final Qty" ,

if(min(if(
"Reverse Cumulative Total" - "Quantity On Hand"   >= 0 , "Reverse Cumulative Total" -"Quantity On Hand" , 99999999999 )) OVER ( PARTITION BY
"Product ID" , "Warehouse ID" ORDER BY
"Transaction Date"
DESC )   != 99999999999 , ( "Quantity On Hand" -("Reverse Cumulative Total" -"Quantity" )) * "Purchase Price" , "Quantity" * "Purchase Price" ) 'Inventory valuation',

  /*classify into different age tier*/

if ( Datediff ( current_date(), "Transaction Date" )  >= 0

AND 

                Datediff ( current_date() , "Transaction Date" )  <= 5 , '0-5 days', if( Datediff ( current_date() , "Transaction Date" )  >= 6

  AND 

                Datediff ( current_date() , "Transaction Date" )  <= 10 , ' 6-10 days', if ( Datediff ( current_date() , "Transaction Date" )  >= 11

  AND 

                Datediff ( current_date() , "Transaction Date" )  <= 15 , ' 11- 15 days', if( Datediff ( current_date() , "Transaction Date" )  >= 16

  AND 

                Datediff (current_date(), "Transaction Date" )  <= 21 , '16-20 days', 'greater than 20 days')))) 'Age tier'

FROM    "Stock In Hand"

WHERE "In/Out"   = 'In'

  AND 

                  "Quantity On Hand" - ("Reverse Cumulative Total" -"Quantity" )   > 0



Join Data using Lookup Column

Join the Inventory Aging Query table with the Warehouse and Items tables using the following lookup columns.     
  • Warehouse ID from Inventory Age Tier  query table - Warehouse ID from Warehouse table
  • Items ID from Inventory Age Tier  query table - Items ID   from Items table

Pivot View - Inventory Aging Report

Now you can create the inventory aging pivot over the Inventory Age Tier query table.

Follow the below steps to do so.
  1. Create a new pivot over the Inventory Age Tier query table.
  2. Drop the columns as follows.
    • Column - Age tier from Inventory Age Tier query table with Actual.
    • Row - Warehouse Name from Warehouse table and  Item Name from Items table with Actual.
    • Data - Purchased Quantity from Inventory Age Tier query table with Sum.



  3. The Click Here to Generate Pivot button allows you to generate the report.
  4. Hide the totals by clicking Show/Hide for all Totals.



  5. Click Sort > Custom Sort for Age Tier column to arrange the age tier.



  6. Now apply the required Theme. 



  7. Your final Inventory aging report is ready.


You can explore the solution by copying the workspace from the below link.

https://analytics.zoho.com/workspace/19601000018963001



    • Sticky Posts

    • Tip of the Week - Spot Risky Sales with Conditional Formatting

      In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

    • Recent Topics

    • Autofill address using smart fields mapped over the pdf document

      Hi, I'm using mail merge to map smart fields onto PDF documents I plan to distribute for signing. I already have a Zoho Sign subscription. When mapping smart fields from the Employee form, I only see the permanent and current addresses which include the

    • How do I cap employee leave accrual

      HI there, How do I cap an employee's leave accrual? The policy is that you accrue 15 days leave annually (1.25 days a month) and once you reach 15 days, you wont accrue more until you take leave. Thank you!

    • Open sub form from a button as a popup form

      Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup

    • Dont have backup option in setting

      Hi guys. I started using zoho book a week ago. I bought premium package yet I don't have backup option in setting. I hope anyone can help me find a solution. Thanks in advance

    • Making Tags Mandatory

      When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

    • Is there a plan to integrate zoho voice with zoho books?

      Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into

    • Pass variables to Zoho Desk via URL to create a fast new ticket landing page

      We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like

    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • ¡Vuelven los Workshops Certificados de Zoho a España!

      ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría

    • Free Webinar on 21 January: Looking back at Zoho Mail in 2025

      Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key features

    • Cliq Networks users can see all other network users contact information

      Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default

    • Zoho Sheet - Printing - Page Breaks and Printing Customization

      I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

    • Missing the "Find & Merge Duplicates" choice

      Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!

    • OAuth integration issues

      I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

    • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

      Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes

    • Improve WhatsApp Module in Zoho CRM

      The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s

    • Blueprint transitions on locked records

      We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

    • Enhance productivity with the revamped Zoho Sheet View

      Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

    • No OR Filter for Views with a Related Modules Criteria

      We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Chat to Lead

      Can I convert a Chat to a Lead?

    • Limit maximum entries for subform - depending on fields entry

      Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid

    • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

      Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

    • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

    • Rebranding Options for Zoho One

      We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).

    • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

      Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based

    • Total Cost in reports showing zero

      The image below shows my issue. The column Total Cost should show the cost to our company based on hours logged and the employee's rate. For instance, if the person working on Subtask 1 is paid 20/hr, then Total Cost should display $160 ($20x8 logged

    • To print Multiple delivery notes in batches

      In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes

    • Invoices not arriving and mail server settings

      I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I

    • UPLOAD A CREATED PDF AUTOMATICALLY

      Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  

    • Consolidated Department-wise Payroll Cost Summary Report

      Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,

    • How to remove chat icon from knowledge base?

      I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I

    • Missed chats on WhatsApp closing after one minute

      Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?

    • [ZohoDesk] Improve Status View with a new editeble kanban view

      A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

    • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

      Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list

    • Show field in spreadsheet view depending on other field value

      Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C

    • Intergrating multi location Square account with Zoho Books

      Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

    • Zoho Learn Zapier Integration

      Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.

    • Next Page