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Show Sales History Data in Inventory Snapshot and Short Inventory Planner

What is Show Sales History Data in Inventory Snapshot and Short Inventory Planner?

The Show Sales History Data in Inventory Snapshot and Short Inventory Planner (SIP) feature enables businesses to view historical sales quantities directly within the Inventory Snapshot and Short Inventory Planner modules.

When enabled, a Sales History Qty Sold column becomes visible in both modules. This allows users to see how many units of an item were sold without navigating away from inventory planning screens.

This feature is designed for inventory planners, purchasing teams, and operations managers who require quick visibility into past demand trends to make informed replenishment decisions and avoid stock imbalances.

Key Benefits:

  • Provides immediate access to historical sales quantities within planning modules

  • Improves demand forecasting and reorder decision-making

  • Reduces the need to navigate between modules for sales analysis

  • Helps prevent overstocking and stockouts

  • Enables faster operational planning using real sales data

Configuration Details:

Configuration Name: Show Sales History Data in Inventory Snapshot & Short Inventory Planner

Configuration Location: Menu → App Config → Inventory → Show Sales History Data in Inventory Snapshot & Short Inventory Planner

Functionality:

  1. Functionality When App Config is Disabled:

  • The Sales History Qty Sold column is not displayed in the Item Inventory Snapshot and Short Inventory Planner (SIP) modules.

  • Users cannot view historical sales data directly within these modules. Historical sales information remains accessible only through the Sales History tab within the Item Details sub form. The Item Details sub form can be opened by double-clicking an item in the Item Centre.

  1. Functionality When App Config is Enabled:

  • A new column, Sales History Qty Sold, is now visible in the Item Inventory Snapshot and Short Inventory Planner (SIP) modules. This column displays the total quantity sold for each item.

  • When a user clicks on the Sales History quantity value, a detailed Sales History sub form opens.

    The Sales History sub form can also be accessed through the following steps:

    • Double-click an item in the Item Centre.

    • The Item Details page opens.

    • Navigate to the Sales History tab.

    With this enhancement, XoroERP provides consistent and centralized access to item-level sales history across the system.

Sales History Sub Form Details:

  • The Sales History sub form displays detailed transaction records with the following columns:

Column Name
Description

Date

The transaction date when the item was sold.

Store

The store location where the sale was processed.

Customer

The name of the customer associated with the transaction.

Item Number

The unique identifier of the item sold.

Order Type

The type of sales document (e.g., Invoice, Credit Memo).

Ref Number

The related document number, such as the Invoice Number or Credit Memo Number.

Rep

The sales representative associated with the transaction.

Unit Price

The selling price per unit of the item.

Qty

The quantity of the item sold in the transaction.

Total

The total sales amount for the transaction (Unit Price × Qty).

Currency

The currency in which the transaction was recorded.

Customer PO

The Customer Purchase Order number associated with the Sales Order, if available.

  • A Total summary row is displayed at the bottom of the grid showing Total Quantity and Total Sales Amount.

Additional Functionalities within Sales History Sub Form:

  • Customer Search Field: A dropdown search field allows users to filter sales history by customer. Users can type to search by name, email, or phone number.

  • Create New Customer Option: The dropdown includes an Add New Customer option. Selecting this option redirects the user to the Create Customer page.

  • Print Functionality: Users can print the sales history records directly from the sub form.

How it Works:

Step 1: Enable the app configuration “Allow Historical Data in Inventory Snapshot & Short Inventory Planner (SIP)”.

Step 2: Navigate to either Item Inventory Snapshot or Short Inventory Planner.

Step 3: The Sales History Qty Sold column is visible in the grid.

Step 4: Click on the Sales History quantity value to open the Sales History sub form for detailed transaction records.

Step 5: Use the customer filter, review historical transactions, or print the records as needed.

Operational Notes and Best Practices:

  • Use the Sales History Qty Sold column to compare historical demand against:

    • On Hand quantity

    • Available quantity

    • Incoming purchase orders

    • Short quantities

  • When planning replenishment, review both current stock levels and historical sales data to make balanced purchasing decisions.

  • Use the customer filter within the Sales History sub form to analyse purchasing behavior of specific customers when required.

Conclusion:

The Show Sales History Data in Inventory Snapshot and Short Inventory Planner feature enhances inventory planning by embedding historical demand visibility directly into operational modules.

By making past sales quantities easily accessible within planning screens, this feature empowers businesses to make more accurate reordering decisions, reduce inventory risk, and improve overall supply chain efficiency. When enabled, it provides faster insights without requiring users to navigate across multiple modules, ensuring more confident and data-driven inventory management.

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