Item-wise Performance

Intermediate · 6 min · Reports & insights

See how each item is selling over a period: quantity sold, sales value, taxable value, GST and cost.

Open this screen in Stockivio →

Item-wise Performance
Load
ProductQty SoldSales ValueTaxableGSTCost
Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Knowing which products move, and which earn, decides what you reorder, what you push and what you stop stocking. The owner or purchase manager uses this screen before reordering, before a price change and when deciding which products to promote.

Before you start

  • Sales invoices recorded for the period
  • Purchase prices entered for products (Inventory) so Cost is meaningful

Step by step

  1. Open Item-wise PerformanceUnder Stockivio ERP, open Item-wise Performance.
  2. Pick the periodChoose the period you want, for example last month.
  3. Press LoadPress Load. The table shows Product, Qty Sold, Sales Value, Taxable, GST and Cost.
  4. Find fast moversHigh Qty Sold items need steady stock. Check Reorder Assist for them.
  5. Check marginCompare Taxable with Cost. Taxable is the sale value before GST, so Taxable minus Cost is your rough gross margin on that item.
  6. Find slow moversItems with very low Qty Sold but stock on hand are tying up money. Consider a scheme or stop reordering.

Worked example

Mehta Medicals in Pune reviews October 2026 before placing its November orders.

  1. Open Item-wise Performance, set 1 Oct 2026 to 31 Oct 2026, press Load.
  2. Paracetamol 650 strip: Qty Sold 1,450, Taxable ₹43,500, Cost ₹31,900, a margin of about ₹11,600.
  3. A branded cough syrup: Qty Sold 40, Taxable ₹4,800, Cost ₹4,400, a thin margin.
  4. A vitamin supplement: Qty Sold 3, while Inventory shows 60 in stock.

Result: The pharmacist increases the paracetamol order, compares cough syrup prices with another distributor, and stops reordering the vitamin until existing stock moves.

💡 Tips

  • Sort mentally by Taxable minus Cost, not just by Sales Value; a big seller can have a tiny margin.
  • Keep purchase prices updated in Inventory, or Cost will be wrong.
  • Run it monthly and keep the PDF or export to compare months.

⚠️ Common mistakes

  • Comparing Sales Value with Cost. Sales Value can include the GST you collect for the government; use Taxable for margin.
  • Looking at one week and dropping an item that sells seasonally.
🎬 Video walkthrough (script — recording coming soon)
  1. Scene 1: Open Item-wise Performance and set the month.
  2. Scene 2: Press Load and explain the columns.
  3. Scene 3: Work out margin from Taxable and Cost for one item.
  4. Scene 4: Spot a slow mover.
  5. Scene 5: Jump to Reorder Assist for a fast mover.

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