How to produce Stock Summaries using Merchanter OData

OData Stock Summaries within Merchanter allow you to manage and review stocks of Products in the system.


On your Merchanter system you can generate the following:


· OData Current Stock Summary

· OData Last Month End Stock Summary

· OData Specific Month End Stock Summary



Period saved Stock Summaries

· Most OData tables in Merchanter build data over time to give an evolving picture of that part of the business. So sales and purchase orders will gain extra orders as they are added and edited day-to-day, customers, suppliers and products will give the current picture of those items.


· With the Stock Summaries they give a snapshot of the stock holdings of the business at a point in time. The Current Stock Summary OData is a snapshot of the stock when last refreshed (usually in the previous overnight).


· Merchanter now also saves away period end Stock Summaries, so they can be used for referring to where the stock was at a previous month end, and for auditing purposes.



OData Current Stock Summary

· The Current stock summary is the live current stock position, based on the last time the stock OData was built. By default, Merchanter systems rebuild the OData tables overnight, but your system may run more frequently, or your system administrator may have run an ad hoc rebuild.

· To run the Current stock summary, go to the OData setup in your analysis application (see notes on accessing OData in Excel below as an example).

· Enter the url: https://unitrade400-<mysystem>.mendixcloud.com/odata/Analysis

· When shown a list of the available OData tables select Stock Summaries from the list, along with any other required tables.



OData Last Month End Stock Summary

· With the saved OData Stock Summaries, you can run your data analysis at any point in the month an have it work off the previous period end figures.

· To do this go to the OData setup in your analysis application (see notes on accessing OData in Excel below as an example).

· Enter the url: (as typed with spaces and special characters) https://unitrade400-<mysystem>.mendixcloud.com/odata/Analysis/StockSummaries?$filter=Period eq null

· This will reference whichever is the latest month end has built, so the same data tool (spreadsheet, dashboard, etc.) can be used month to month.



OData Specific Month end Stock Summary

· With the saved OData Stock Summaries, you can run your data analysis against a specific month end set of data.

· To do this go to the OData setup in your analysis application (see notes on accessing OData in Excel below as an example).

· Enter the url: (as typed with spaces and special characters)

· https://unitrade400-<mysystem>.mendixcloud.com/odata/Analysis/StockSummaries?$filter=Period eq ‘<period>’

· The Period ‘<period>’ will be entered as YYYYMM, so for example ‘202203’ for the third period of the 2022 financial year.

· NOTE: The period number is based off your Financial Year, not the calendar year, so the 03 period is the third period of your financial year, not March (unless you financial year is also the calendar year).

#Product Stock #Stock Summary #OData

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