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.
Follow the below steps to do this.
- Query Table - Stock In Hand
- Query Table - Inventory Age Tier
- 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
-
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.
- Create a new pivot over the Inventory Age Tier query table.
- 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.
- The Click Here to Generate Pivot button allows you to generate the report.
-
Hide the totals by clicking
Show/Hide
for all Totals.
-
Click Sort > Custom Sort for Age Tier column to arrange the age tier.
-
Now apply the required Theme.
-
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
Access your files securely from anywhere
Zoho Developer Community
Topic Participants
Janani Thakshayani
Wayne Sobey | Amacron Golf & Turf
Vaijayanthi V
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
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Email address for forwarding is not saving and there's no confirmation ema
Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwardingThis domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and makeAuto CC - Moving Departments
We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then moveI have error AS101 when I try to add paypal@mydomain.com to Zoho
Please help me with this. I tried to call the help line 4 times but don't get any response.unable to send message reason 554 5.1.8 Email outgoing blocked
unable to send message reason 554 5.1.8 Email outgoing blockedMailk got blocked / Inquiry About Email Sending Limits and Upgrade Options
Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I receivedSMTP email sending problem
Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paidunblock my zoho mail account. outlines@zoho.com
please unblock my zoho mail account, outlines@zoho.comUnable to see free plan option
Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responsesHow to remove some users in zoho accounts
How to remove some users in Zoho accounts.Forwarder
Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get theForwarder
Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get theDKIM cannot be enabled for the domain as no verified default selector present
Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.I can't log in to my account on Thunderbird
I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,Sorten the domain of zoho mail ids
I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks coolWeekly Tips : Customize your Zoho Mail Notifications
In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are jugglingHow to move emails to Shared Mailbox?
Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?Email task creator when task is updated/marked complete
I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completedThe attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.
Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements: Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction: The attendees will now be redirected to theDownload API file contents from browser
Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)March 15, 2023: Zoho Docs is discontinued
As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaborationWhen using "locations" in zoho books, can you keep the two locations totally separate from each other?
I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are inAdding a Channel to SalesIQ
I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan RedeagleDataPrep Bigquery Connection failed
Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive
Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancementsImportant Features Missing
Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargetingZoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)
Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addressesCurrency selector (based on variable) usage in comparsion
Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparisonCustomize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etcAsk the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk
Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to yourMulti-Page Forms in Zoho Creator!
Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completionUnable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed
Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-serverEmail login error
Login successfully but email page errorShared Mailboxes Disappeared
Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visibleRemote Server is misconfigured
Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Guptawhy cant i access my email account. it keeps asking me for reverifiying my account by entering my password.
I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory
Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join ourEmail Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members
Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within yourNext Page