Company Stock Dashboard
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Account Breakdown
Stock holdings per account, grouped by classification.
Item Code Inventory
All item codes across the company, with account distribution.
Snapshot History
All imported Sage exports stored in the cloud.
Import Sage Export
Upload a Serial Number Listing exported from Sage 200 Evolution.
Export both reports from Sage: Inventory > Reports > Serial Number Listing (grouped by Item Code) and Inventory > Reports > Inventory Level Listing. Both as Excel (.xlsx).
Serial Number Listing *required
Drop Serial Number Listing
Grouped by Item Code
Inventory Level Listing optional
Drop Inventory Level Listing
Non-serialised items
Inventory Transactions optional
Drop Inventory Transactions
Demand history - saves immediately
Account Classification
Determines how accounts are grouped in reports · click an account to reclassify
Internal / Subsidiaries
Partners holding ATEC stock
Unclassified
Stock Movement Trends
Received vs issued per month from Sage transactions. Issued = installed at homes, SLA replacements, and billable work.
Demand
How fast stock moves and where - charts, velocity, and obsolescence risk.
Procurement
Decide company-wide what to buy, allocate per warehouse, see when to place each order, and what to move before buying.
Bookout Requests
Client + serial submitted from the field. Action each in Sage, then mark processed.