Stock Level
Stock Level is the main inventory-balance analysis screen in IMS. It can report the current stock or reconstruct the quantity at an earlier date, filter the inventory by store and product attributes, group the result from high-level summaries down to Item Code, and calculate quantity, inventory cost and retail value.
Current stock or stock as of an earlier date
Use the As In date to choose the inventory date. When today's date is selected, IMS reads the current stock balance. When an earlier date is selected, the screen changes to a historical balance view and displays Balance until [date].
The historical quantity is reconstructed from the item's opening/first quantity plus the recorded daily inventory movements up to the selected date. This makes Stock Level useful for answering questions such as “What quantity did we have at the end of last month?” without changing the current inventory.
Filter the inventory
The criteria are split across Main, Categories and Items Info areas. Multiple values can be selected for most master-data criteria.
| Criteria | What it filters |
|---|---|
| Stores | One, several or all authorized stores/locations. |
| Suppliers | One, several or all suppliers. |
| Brands | Available when the selected supplier scope allows a brand selection. |
| Age Range / Gender | Item demographic classifications. |
| Received Season | The item's received statistical/season period. |
| Statistical Period | The item's current statistical period. |
| Category / Sub Category | Product category hierarchy. |
| Group / Sub Group | Product group hierarchy. |
| Item State | All, Normal, Sale or Outlet. |
| Item Code | Exact Item Code. |
| Style | Contains-style matching. |
| Theme | Contains-theme matching. |
| Color Code / Color Name | Contains matching on color information. |
| Size | Exact size. |
| Qty | Apply the selected comparison operator to stock quantity. |
| Original Price / Current Price | Apply the selected comparison operator to the corresponding retail price. |
Using IMS multi-selection fields
Stock Level uses the shared IMS multi-selection list for Stores, Suppliers, Brands, Age Ranges, Genders, Seasons and the category hierarchy. You can select several values without holding Ctrl.
- Click the criteria field to open the list.
- Click each required value to select or deselect it.
- Close the list, double-click an item, or click outside the popup to apply the selection.
| Display | Meaning |
|---|---|
| All | All available values are included. |
| One name | Exactly one value is selected. |
| Multi Selected | Two or more values are selected. |
Choose how Stock Level is grouped
The Group By checkboxes determine the descriptive columns and the level at which quantities and values are summarized. Available grouping dimensions include:
| Area | Group By options |
|---|---|
| Organization / supplier | Store, Supplier, Brand |
| Customer/product classification | Age Range, Gender, Category, Sub Category, Group, Sub Group |
| Season | Received Season, Statistical Period |
| Product | Style, Description, Theme, Color, Size |
| Full item detail | Items Details adds Item Code, Barcode, Original Price, Current Price, discount %, last-purchase currency/price, item State and last received date. |
Available colors and sizes
When the report is grouped by Style without drilling all the way to Size or Item Details, IMS adds availability indicators that compare variants currently in stock with the variants defined for the Style. At Style level it can show Available Colors / Total Colors and Available Sizes / Total Sizes. When Style + Color is selected, it can show the available/total Size count for that color.
Stock measures
Every generated Stock Level result includes the core inventory measures below.
| Measure | Meaning |
|---|---|
| Qty | On-hand quantity for the selected criteria/group. |
| Total Cost | Qty × inventory unit cost, summed for the group. |
| Avg. Unit Cost | Weighted average inventory unit cost for the group. |
| Total Retail | Qty × current retail price, summed for the group. |
| Count | Number of result rows currently displayed. |
The bottom summary shows Count, Total Qty, Total Cost and Total Retail. Cost values are hidden for users who do not have permission to view COGS/cost information.
Average retail prices
Enable Average Retail when a grouped report should also show weighted average Original Price, weighted average Current Price and the resulting discount percentage. When full Item Details are selected, the report shows the item's own price fields instead.
OH %
Enable OH % to show each result row's share of the total selected on-hand quantity. This is useful for questions such as how much of the selected inventory belongs to each Store, Brand, Category, Style or other chosen grouping.
View item images
After generating the report, enable View Image to display product thumbnails. The report must contain both Style and Color Code, because IMS uses the Style + Color combination to locate the stored thumbnail.
For very large reports IMS warns before loading thousands of thumbnails. Images are loaded in batches and the report shows progress while they are being prepared.
Generate the report
- Select the current or historical As In date.
- Select Stores and the required product/supplier criteria.
- Apply Qty, Original Price, Current Price and Item State filters if needed.
- Select the Group By dimensions.
- Optionally enable Average Retail or OH %.
- Click Generate.
- Review the grid and the Count/Qty/Cost/Retail totals.
- Optionally enable View Image, hide the criteria area, or export the result.
Export, email and Save As
Stock Level uses the standard IMS report-output workflow. Depending on user permissions, the toolbar provides Export To Excel, Send By Email and Save As.
Excel export with item images
If thumbnails are currently displayed, Excel export can include them. For reports above 5,000 rows, IMS asks whether to export with images, export data only, or cancel because image-heavy workbooks can become very large.
Send By Email exports the report data without relying on the on-screen thumbnail column.
Pricing / PDA export files
Stock Level also contains specialized pricing-file exports used by the current retail workflow.
| Output | Purpose |
|---|---|
| Pricing File | Exports positive-stock item information and retail pricing using the selected Stock Level criteria. For Outlet/All-state exports, IMS can ask whether original or discounted prices should be written. |
| Sale Pricing File | Exports discounted items where Current Price is below Original Price. IMS asks for confirmation when the criteria include Outlet items or all discounted items. |
These exports require a Stock Level report to have been generated first and then ask the user to choose the destination folder.
Show / Hide Filters
Use Hide Filters when the criteria are no longer needed on screen. IMS expands the report grid into the freed space. Click Show Filters to restore the criteria area.