Snapshots and exports

Some reports work from the first minute, others need history. This page explains the difference, so that an empty chart is not taken for a defect.

What works immediately

Everything describing the current state: unit counts, stock value, products below threshold, shortages across the network, days of cover computed from current sales. Those figures come straight from warehouse stock.

What needs history

Everything comparing over time:

• trends in stock value and in the number of products below threshold,
• stock and price history in the drill-down report,
• dead stock and the “discount with no effect” tables,
• the replenishment pattern and the days-of-supply trend.

That data comes from daily product snapshots collected by a scheduled task. A fresh install has nothing to compute a trend from, and the module states this.

Note

Snapshots only accumulate while scheduled task processing runs. If the charts are still empty after a week, look at the background jobs.

How much history is needed

• Trends — a few days is enough for something to appear.
• Dead stock — days to a couple of weeks, to tell silence from coincidence.
• Seasonality in thresholds — two years; below that the module falls back to a flat average on its own. → Min/max thresholds

Exports

Report tables can be exported, and the operational lists, such as stock and movement history, can be filtered and paged, so that only the required part of the data is taken out.

Operational documents (pick lists, transfer item lists, bin labels) are produced as PDF and CSV files by background jobs; the finished file is collected from the job list. → Background jobs