The Inventory Analysis form can be used to analyze your inventory by a Department, a Section, a Vendor, the Total Store, UPC codes, or Item codes.

To use Inventory Analysis, the inventory first must be counted using the Inventory Count task. To Calculate Shrink, both a beginning count and an ending count must be entered.

  1. From the Inventory Icon select the Inventory Analysis task.
  2. Select a start date and end date for the time period you wish to analyze.
  3. Select a category. More than one category may be selected at a time, for example, you can select both a Section name and a Vendor name.  
    • UPC Code or a range of UPCs
    • Item Code or a range of Items Codes
    • Department
    • Section
    • Vendor
    • Other: DSD or Total Store
  1. Click on the Calculate Inventory ButtonCalculate_Inventory_Button from the toolbar.
  2. The following Quantity fields display:
    • Initial Quantity: The start quantity of an item is displayed. This number is obtained from the Inventory Count dialogue.
    • Received Quantity: Purchases received since the count is displayed. This number is obtained from the Receive an Invoice dialogue.
    • Sold Quantity: Quantity of this item sold through the checkstands. This number is obtained from the Product Movement reporting.
    • Inventory Adjustments: The Inventory Adjustments displays any adjustments created from the Product Maintenance/Inventory task for the selected inventory count.
    • Ending Quantity: The result of Inventory Count, plus Quantity Received, minus Quantity Sold, is displayed.
  1. The following Profitability fields display:
    • Price: The total selling price of each item in the ending inventory is displayed.
    • Cost: The total cost of each item in the ending inventory is displayed.
    • Profit: The Ending Inventory price minus the Ending Inventory cost is displayed.
    • GM%: Gross Margin Percent on the Ending Inventory.
  1. To calculate shrink press the Calculate Shrink Button in the toolbar. You must select an ending date from the drop down list.
  2. The following Shrink fields display:
    • Price: Shrink refers to loss items. Displays the Price of the loss items.
    • Cost: Displays the Cost of the loss items.
    • Loss: The number of lost items in Ending Inventory.
    • Actual Shrink: Actual Gross Margin now including shrink
  1. Press the Clear button if you wish to analyze inventory within a different category.
  2. Click on Exit Current Window when you are done analyzing inventory.


The inventory analysis function reads and aggregates data from a number of areas. The process to calculate inventory includes the following steps:

    • Get initial inventory count based on the Inventory Count entered for the start date selected
    • Get the quantity sold based on Product movement during the time period specified
    • Get the quantity received from invoices for the time period specified
    • Calculate the ending inventory = ((Initial Inventory + Received) - Sold)

The process to calculate shrink uses the same process as calculating inventory with the following changes:

    • Get ending inventory from inventory count for the ending date specified
    • Calculate the shrink = (Initial Inventory + Received - Sold - Ending Inventory)