Open from the Reporting Menu

XYZ Analysis sits inside Inventory, Reporting. Two entries open the report builder and the saved Report Results history.

Pick Period, Filters, and Scope

Choose the company and the From and To date, then narrow by warehouses, internal locations, products, product categories, or suppliers. Anything left blank pulls everything into the analysis.

Choose Classifications and Set Thresholds

Tick ABC, XYZ, and FSN to include them, or jump to a single class with the per-axis filters. Type your own ABC cumulative percentages, XYZ Coefficient of Variation cutoffs, and FSN day thresholds so the labels mean what they mean in your business.

Stock Filters, Sorting, and Export Options

Set a minimum stock threshold, restrict to negative stock, or include zero balances. Pick a Group By and a Sort By with ascending or descending order. Tick Include Raw Movement Data to add a detail sheet to the Excel export, then hit Generate Report, Print PDF, or Export XLSX.

On-Screen List with Triple Badges

Each row shows internal reference, product, category, unit of measure, Opening, Receipts, Issues, Closing, Unit Cost, Closing Value, Turnover, Days of Cover, Last Movement, and the ABC, XYZ, and FSN class badges side by side. Rows are grouped under coloured class headers with subtotals.

Ready-Made Filters and Group By

Quick filters jump to any of the nine class buckets, Negative Stock, Zero Stock, High Value over 10K, or Low Turnover under 1. Group By organises the data by ABC, XYZ, FSN, Category, Warehouse, or Company.

Pivot Roll-Up by Class

Switch to pivot to compare Closing Qty, Closing Valuation, Consumption Value, and Turnover Rate across ABC, XYZ, and FSN buckets in a single screen, useful for management reviews.

Bar, Line, or Pie Chart

Open the graph view to see Closing Valuation (or another measure) plotted by class. Useful when you want a single visual that backs up the numbers in a meeting.

PDF with Per-Product Table

The PDF prints the company, period, total items, and total closing value at the top, then a full product table with all the analysis columns and the three class badges per row.

Three Classification Summary Tables

The second PDF page lists every product with its ABC, XYZ, and FSN badges, then closes with three side-by-side summary tables (count and value per class) plus the legend and the thresholds you applied.

Excel Export, Left Columns

The Excel file keeps the full layout: company, generated date, items and total value at the top, then product rows with code, name, category, location, warehouse, supplier, unit of measure, Opening, Receipts, Issues, Adjustments, Transfers, Closing, and Unit Cost.

Excel Export, Right Columns

Scroll right to see Closing Value, Consumption Value, Average Monthly figures, Turnover Rate, Days of Cover, Last Movement date, and the colour-coded ABC, XYZ, and FSN class columns.

Excel Summary Sheet

A dedicated Summary tab inside the Excel file rolls everything up: ABC items and value, XYZ items and average CV, FSN items and total quantity, and the exact thresholds you used.

Saved Report Results Menu

Past report runs are kept under View Report Results, so the team can re-open a previous view, compare quarters, or pick up where someone else left off.