BoxHero User Guide
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Analytics

You can add custom formulas to generate reports that fit your specific business needs.

Easy Add

You can add predefined commonly used formulas to generate inventory reports.
  • Sales Management
    • Total Purchase Amount: Purchase Price x Total Stock-In Quantity
    • Total Sales Amount: Sales Price x Total Stock-Out Quantity
    • Net Profit: Sales Price - Purchase Price
    • Gross Profit : (Sales Price - Purchase Price) x Total Stock-Out Quantity
    • Profit Rate : (Sales Price - Purchase Price) ÷ Sales Price
    • Daily Average Profit : (Sales Price x Total Stock-Out Quantity ÷ Number of Days
    • Daily Average Gross Profit : (Sales Price - Purchase Price) x Total Stock-Out Quantity ÷ Number of Days
  • Inventory Management
    • Inventory Asset: Purchase Price x Current Quantity
    • Inventory Turnover Ratio: Total Stock-Out Quantity ÷ Average Quantity in a Period
    • Average Daily Stock-In Quantity: Total Stock-In Quantity" ÷ Number of Days
    • Average Daily Stock-Out Quantity: Total Stock-Out Quantity" ÷ Number of Days
    • Reorder Check : if(Current Quantity< Minimum Stock, "Reorder Needed", "-")
    • Stock-Out Estimate in Days: Current Quantity ÷ (Total Stock-Out Quantity ÷ Number of Days)

Custom Formula

Autocomplete Variables

By entering $, you can bring variables for inventory-related data.
Name of Variable
Description
Current Quantity
It displays the current inventory of items.
Number of Days
It shows the number of days set for inventory analysis reports.
Average Quantity of Period
It shows the average inventory quantity for the specified period of inventory analysis. The average inventory is calculated using the inventory quantity at 23:59:59 for each day.
Initial Quantity of Period
It displays the inventory quantity at 23:59:59 on the day prior to the start date for the selected period in inventory analysis.
Final Quantity of Period
It displays the inventory quantity at 23:59:59 on the last day of the selected period in inventory analysis.
Total Stock-In Quantity
It displays the total quantity of inbound items.
Stock-In Frequency
It displays the number of times the inbound transactions are made during a specific period.
Total Stock-Out Quantity
It displays the total quanity of outbound items.
Weighted Stock-Out Average (linear, 2)
It shows the weighted average outgoing quantity of items based on daily outgoing quantities. A linear function is used to calculate the weights, where the outgoing quantity of the oldest date in the specified period is assigned a weight of 1, and the outgoing quantity of the most recent date is assigned a weight of 2.
Weighted Stock-Out Average (linear, 3)
It shows the weighted average outgoing quantity of items based on daily outgoing quantities. A linear function is used to calculate the weights, where the outgoing quantity of the oldest date in the specified period is assigned a weight of 1, and the outgoing quantity of the most recent date is assigned a weight of 3.
Weighted Stock-Out Average (linear, 4)
It shows the weighted average outgoing quantity of items based on daily outgoing quantities. A linear function is used to calculate the weights, where the outgoing quantity of the oldest date in the specified period is assigned a weight of 1, and the outgoing quantity of the most recent date is assigned a weight of 4.
Stock-Out Frequency
It displays the number of times the outbound transactions were made during a specific period.
Variation Quantity from Adjust
It displays the difference in inventory quantity by using Adjust menu: Increased Quantity - Decrease Quantity
Decrease Quantity from Adjust
It displays the Decrease Quantity of items by using Adjust menu.
Increase Quantity from Adjust
It displays the Increase Quantity of items by using Adjust menu.
Adjust Frequency
It displays the number of times the Adjust transactions were made during a specific period.
Variation Quantity from Move
It displays the difference in inventory quantity by using the Move menu: Increased Quantity - Decrease Quantity
Decrease Quantity from Move
It displays the Decrease Quantity of items by using the Move menu.
Increase Quantity from Move
It displays the Increase Quantity of items by using the Move menu.
Move-Out Frequency
It displays the number of times the Move transactions were made to decrease the overall inventory level.
Move-In Frequency
It displays the number of times the Move transactions were made to increase the overall inventory level.

Available Functions

BoxHero provides functions similar to Excel functions.
  • +, -, *, / : Basic arithmetic operation
  • if(Value or expression to be evaluated, Return value/expression when True, Return value/expression when False)
  • round(Number to be rounded, Decimal places)
  • roundUp(Number to be round up, Decimal places)
  • roundDown(Number to be round down, Decimal places)
  • toNumber(String to be converted into a numeric value, Number to show when conversion fails)
  • tostring(Number to be converted into a string)

Frequently Asked Questions (FAQ)

How can I calculate the total inventory value?

Add the formula by following the steps: Report > Analysis > Formula Setting > Add Formula > Easy Add > Inventory Management > Inventory Asset Please note that this formula calculates the inventory value using the registered purchase price.
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Last modified 1mo ago