Consign Inventory

Stock Balance Report (Consignment Products)

The Consign Inventory menu is used to check the current stock balance of consignment products in each Villa Market branch. The system also compares the stock balance against the Minimum Stock (Par Level) to help suppliers analyze and replenish inventory efficiently.

This page uses a Pivot-style interactive table, similar to the Stock Card report, allowing users to sort, filter, expand/collapse, and rearrange fields freely.


πŸ”Ή Report Components

Please Select (Filter Options)

This filter allows users to narrow down the stock balance by condition:

Option
Description

All

Display all products regardless of stock level

Balance < Minimum Stock

Show products with stock below minimum par

Balance > Minimum Stock

Show products with stock above minimum par

Balance = Minimum Stock

Show products with stock equal to the par level

Export to Excel

  • Download the currently displayed report as an .xlsx file

  • Useful for offline analysis, reporting, or forwarding to other teams


πŸ”§ Report Functions

1. Pivot Interactive Mode (Drag & Drop Fields)

You can reorder columns to create your preferred view, such as:

  • Group by Branch to see totals per store

  • Group by Product Name to analyze balance per item

  • Add Minimum Stock Diff to identify which items need replenishment

2. Filters (πŸ”½ Dropdown Filters)

Filter data by:

  • Specific branch

  • Department

  • Specific product

  • Only items below par, etc.

3. Expand / Collapse

Use this to switch between:

  • Branch-level summary

  • Detailed SKU-level view

4. Sorting

Sort any column (A β†’ Z or Z β†’ A), such as:

  • Product Name

  • Branch Code

  • Stock Balance

  • Minimum Stock

5. Export

After arranging your Pivot layout, click Export to Excel to save the report.


πŸ”Ή Report Fields

Field
Description

SuCode / SuName

Supplier code and supplier name

DpCode / DpName

Department code and name

BrCode / BrName

Branch code and branch name

PrCode / PrName

Product code and product name

Stock Balance

Current stock balance in the branch

Minimum Stock

Minimum stock level (Par) defined for the branch

Minimum Stock Diff

Difference between balance and par (Balance - Minimum)

πŸ’‘ If Minimum Stock Diff is negative β†’ stock is below par.


βš™οΈ Usage Recommendations

βœ” To check products that are nearly out of stock:

Use filter β†’ Balance < Minimum Stock

βœ” For planning replenishment:

Check Minimum Stock Diff

  • Negative = urgently needs replenishment

  • Small positive = monitor for future orders

βœ” Improve performance:

  • Filter by branch or department

  • Avoid loading all products across all branches at once


⚠️ System Limitations

Limitation
Description

Large data load time

If many branches/products are selected, system may take longer to process

Heavy Pivot tables

Complex filtering and grouping may cause slower refresh times

Recommendation

Use Export to Excel for large-scale analysis


πŸ“˜ Summary

The Consign Inventory menu provides a real-time overview of stock balance for consignment products across all branches. It helps suppliers and purchasing teams:

  • Monitor inventory health

  • Identify stock shortages

  • Plan replenishment accurately

  • Compare balance vs. minimum stock instantly

  • Export and analyze data in Excel

βœ…This report is essential for maintaining efficient consignment stock management and ensuring product availability in every branch.

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