How To: Use Aging Reports & Evergreen Status?

 

Aging reports show how long items have been in stock. This helps you identify inventory that may need to be used or moved soon.

You can mark items as Evergreen if they do not expire or are always stocked, such as:

• Brand standard items

• Paper goods

• Cleaning supplies

You can exclude Evergreen items from aging reports. This provides a clearer view of inventory that may expire or require attention.

Reporting

• Permission to access reports

Evergreen

One of the following permissions:

• Permission to edit the Other Details tab

• Permission to use right-click functions  
  

 

Assign Evergreen status

1. Go to Inventory Items > Item Management.
2. Filter for the item you want to update.
3. Do one of the following:

Option 1: Use the right-click menu

• Right-click the item.
• Select Set Evergreen Status.

Option 2: Use the item editor

1. Open the item editor.
2. Select the Other Details tab.
3. Select the Evergreen checkbox.
4. Save the item.
   

Generate an aging report

1. Go to Reports > Standard Reports.

2. Select Inventory > Aging.

Note: Aging reports are available in several formats, including:

• Itemized

• By department

• By store

• By vendor

3. Select your filters:

   • Date/Time (default is Now, but you can select any date and time)

   • Store

   • Level

   • Vendor

   • Evergreen

4. Click Generate.
   

 

Column	Description
Total On Hand	Quantity of the item on hand at the selected date and time.
Item Cost	Calculated cost of the item at the selected date and time.
Total On Hand Extended Cost	Total on-hand quantity multiplied by the item cost.
Cost 0–29	Cost of inventory on hand for items aged 0–29 days from the selected date.
Cost 30–59	Cost of inventory aged 30–59 days.
Cost 60–89	Cost of inventory aged 60–89 days.

Cost columns continue in 30-day increments up to 179 days, followed by:

• 180–364 days

• 365+ days

Column	Description
On Hand 0–29	Quantity of items aged 0–29 days.

Additional On Hand columns follow the same aging ranges as the cost columns.

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