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Updated January 04, 2026

Stock Aging Reports

Stock aging reports help you identify slow-moving or non-moving inventory, enabling better inventory management and cash flow optimization. This guide explains how to use stock aging reports in EquiBillBook.

What are Stock Aging Reports?

Stock aging reports show:

  • How long items have been in inventory
  • Items that haven't moved in a specified period
  • Inventory that may be obsolete or slow-moving
  • Stock value by age categories
  • Helps identify items requiring attention

Why Stock Aging is Important

Stock aging helps you:

  • Identify slow-moving inventory
  • Prevent inventory obsolescence
  • Optimize cash flow by reducing tied-up capital
  • Make informed decisions about discounts or clearance
  • Improve inventory turnover
  • Reduce carrying costs

Accessing Stock Aging Reports

To view stock aging reports:

  1. Navigate to ReportsInventory Reports
  2. Select Stock Aging Report or Aging Analysis
  3. Alternatively, go to ItemsStock ReportsAging Report

Stock Aging Categories

Stock is typically categorized by age:

  • 0-30 days: Recent stock (normal)
  • 31-60 days: Moderate age (monitor)
  • 61-90 days: Aging stock (attention needed)
  • 91-180 days: Slow-moving (action required)
  • 180+ days: Non-moving (urgent action)

Age is calculated from the date of last purchase or receipt.

Stock Aging Report Information

The report typically displays:

  • Item Code: Item identifier
  • Item Name: Product name
  • Current Stock: Available quantity
  • Stock Value: Total value of current stock
  • Age Categories: Stock value by age range
  • Last Purchase Date: Date of last stock receipt
  • Days Since Last Purchase: Number of days since last receipt
  • Last Sale Date: Date of last sale
  • Days Since Last Sale: Number of days since last sale
  • Location: Branch or location

Filtering Stock Aging Reports

You can filter reports by:

  • Date Range: Analyze aging as of a specific date
  • Item Category: Filter by item categories
  • Location/Branch: View aging by location
  • Age Range: Focus on specific age categories
  • Item Group: Filter by brands or groups
  • Stock Value: Filter by minimum stock value

Understanding Aging Metrics

Days Since Last Purchase:

  • Shows how long since stock was last received
  • Helps identify items not being replenished
  • Useful for purchasing decisions

Days Since Last Sale:

  • Shows how long since item was last sold
  • Indicates demand for the item
  • Helps identify slow-moving items

Stock Turnover:

  • Ratio of sales to average inventory
  • Higher turnover indicates faster-moving items
  • Lower turnover suggests slow-moving stock

Multi-Branch Stock Aging

If you have multiple branches:

  • View aging by branch or consolidated
  • Compare aging across locations
  • Identify branches with aging inventory
  • Plan stock transfers based on aging

Using Aging Reports for Decision Making

Based on aging analysis, you can:

  • Promote Slow-Moving Items: Create marketing campaigns
  • Offer Discounts: Clear aging inventory
  • Stop Reordering: Discontinue slow-moving items
  • Transfer Stock: Move stock to locations with better demand
  • Write Off: Remove obsolete inventory
  • Review Pricing: Adjust prices to improve turnover

Exporting Stock Aging Reports

You can export reports:

  • Export to Excel for detailed analysis
  • Export to PDF for sharing
  • Schedule automated aging reports
  • Share with management or purchasing team

Stock Aging by Location

For items with lot tracking:

  • View aging by lot number
  • Identify specific lots that are aging
  • Prioritize sales of older lots
  • Manage expiry dates effectively

Best Practices

  • Review stock aging reports regularly (monthly or quarterly)
  • Set thresholds for action (e.g., 90+ days)
  • Create action plans for aging inventory
  • Monitor trends over time
  • Compare aging across categories
  • Take proactive measures for slow-moving items
  • Document decisions and actions taken
  • Review and adjust purchasing based on aging

Action Plans for Aging Stock

30-60 days:

  • Monitor sales trends
  • Review pricing strategy
  • Consider promotional activities

60-90 days:

  • Increase marketing efforts
  • Offer discounts or promotions
  • Review reorder quantities

90+ days:

  • Aggressive clearance sales
  • Consider discontinuing item
  • Evaluate write-off options
  • Review supplier relationships

Stock Aging vs. Inventory Turnover

Stock aging complements inventory turnover analysis:

  • Aging: Shows how long stock has been sitting
  • Turnover: Shows how often stock is sold
  • Use both metrics for comprehensive analysis
  • Identify items with both high aging and low turnover

Need Help?

If you have issues with stock aging reports:

  • Ensure stock tracking is enabled
  • Verify purchase dates are recorded correctly
  • Check that opening stock dates are accurate
  • Ensure proper date range is selected
  • Contact support if aging calculations seem incorrect

Stock aging reports are valuable tools for inventory optimization. Regular review helps identify slow-moving inventory, enabling proactive management and improved cash flow.

Tags:
Inventory Items Stock