You can obtain the statistics of the ABC analysis in the forms of reports and graphs in Microsoft Excel at Purchase/Statistics/Statistics/ABC analysis. The ABC analysis is based on the 80/20 rule whereby 80% of the purchases is generated by only 20% of the items or supplier. The overview shows which items or suppliers generated the highest purchasing demand, depending on the selection in the filter criteria; which provides means of tracking items or suppliers based on demand, thus enabling you to prioritize the items’ purchases.
You can indicate how you want the ABC analysis to be displayed. To obtain the ABC analysis of items or suppliers, you can specify one or more of the following criteria and click Start. The items that match the filter criteria you have specified are then displayed in the ABC analysis.
Show
Select Items or Suppliers to display the ABC analysis for the selected option.
Date
Type or select a range of date to display the ABC analysis for the selected date range. By default, the All check box is selected to display the ABC analysis for all date range.
Note: Typing or selecting only the start date will display the ABC analysis for the selected date and later dates. Typing or selecting only the end date will display the ABC analysis for the selected date and earlier dates.
Item code
Type or select an item code or a range of item codes to display the ABC analysis for the item(s) with the selected code(s). By default, the All check box is selected to display the ABC analysis for all item codes.
Note: The Item code box is enabled only if you have selected Item at Show.
Item group
Type or select an item group or a range of item groups to display the ABC analysis for item(s) with the selected item group(s). By default, the All check box is selected to display the ABC analysis for items with any item group.
Note: The Item group box is enabled only if you have selected Item at Show.
Supplier
Type or select a supplier or a range of suppliers to display the ABC analysis for the selected supplier(s). By default, the All check box is selected to display the ABC analysis for all suppliers.
Note: The Supplier box is enabled only if you have selected Supplier at Show.
Warehouse
Type or select a warehouse or a range of warehouses to display the ABC analysis for item(s) or supplier(s) linked to the selected warehouse(s). By default, the All check box is selected to display the ABC analysis for item(s) or supplier(s) linked to any warehouse.
This section is enabled only if you have selected Items at Show.
Sort by
Select Purchase cost or Quantities to sort the ABC analysis of item(s) by the selected option.
Unit
Select Purchase units or Sales units to display the ABC analysis of item(s) by the respective units of measure.
A, B, and C
Specify the percentage of items or suppliers that you want to display in the ABC analysis. The items or suppliers with the highest demand will fall under the A classification, those with average demand in the B classification, and those with low demand in the C classification. By default, the 80/20 rule applies.
For example, if you want to obtain the top 10 percentage of items or suppliers with the highest demand, type 10 in the A box. You can fill in the balance breakdown out of 100% in the B and C boxes according to your requirements.
Note: The total percentage of A+ B + C must be 100%.
Start
Click Start to display the ABC analysis of items or suppliers in Microsoft Excel based on the specified criteria.
Close
Click Close to exit.