For necessary background, please preread Stock Holding Explained before proceeding with this article.

Purpose

The Stock Holding panel on the Dashboard highlights the top five items contributing to your total inventory value. This guide explains how to access the full report to view all items and analyze their stock values in greater detail.

Step 1: Navigate to the Dashboard

Navigate to the Dashboard screen > Stock Holding panel.

Step 2: Open the Full Report

You can access the full report in one of two ways:

Click directly on the large stock value displayed at the top of the Stock Holding panel.
Alternatively, click the total value at the bottom of the Stock holding list.

Step 3: Review the Report

The full report will open, displaying a list of all items. You can review key columns such as:

Stock value (Value): The total cost value of each item’s available stock.

Model value: The system’s ideal value for each item based on forecast, policy, and lead time.

Days on hand: The number of days your stock on hand will last given the current forecast.

Stock turns: The inverse of Days on hand. The number of times you are projected to sell through your current stock value over the next 12 months.
➜ For more on this topic, read: Stock Turns Explained

Step 4: Drill Down for More Detail

Both the panel and the full report allow you to drill into item-level detail.

Click on an item code in the list to navigate directly to that item's detailed Inquiry screen.
View the On Hand Value and Model Value within the Details panel.

💡 Tips

Cross-check performance: Compare Stock Holding results with Fill Rate to ensure inventory reductions do not lower service levels.