Where to find it: Reports Inventory Report > PAR Report
Report Views
The PAR Report offers two ways to view your data:
Route-Based View
Organizes data by delivery route, then by customer stop, then by item. Includes a route-level summary showing total stops, total items, items below PAR, stock outs, and missing inventory data.
Customer-Based View
Organizes data by customer, then by location, then by item. Ideal for reviewing a specific customer's inventory status across all their locations.
To switch views, select the desired option from the report scope selector at the top of the report.
Filters
Use the filter panel to narrow your report results:
|
Filter |
Description |
|
Route |
Show only customers on a specific delivery route |
|
Customer Account |
Filter to a specific customer |
|
Customer Type |
Show only customers of a particular type |
|
Route Date Range |
Limit results to a specific date range |
|
Inactive Only |
Show only customers with no recent transaction activity |
Filters can be combined — for example, you can filter by Route and Customer Type simultaneously. Use Clear All to reset filters and return to the full dataset.
Report Columns
|
Column |
Description |
|
Route |
The delivery route the customer belongs to |
|
Stop / Customer Location |
The customer's physical delivery location |
|
Customer Account |
The customer's account identifier |
|
Item Code |
Product code for the inventory item |
|
Item Description |
Name/description of the item |
|
PAR Level |
The target inventory quantity for that item at that location |
|
On Hand |
Current (or last known) quantity on-site |
|
Suggested Delivery |
Recommended delivery quantity to reach PAR level |
|
Last Transaction Date |
Date of the most recent invoice for that customer/item |
|
Transaction Status |
Visual Indicators for: visually indicate:
|
|
Status |
Below Par, Ok, Stock Out |
Understanding the Data
Suggested Delivery Calculation
The system calculates suggested delivery as:
Suggested Delivery = PAR Level − On Hand
For example, if PAR Level is 50 and On Hand is 12, the Suggested Delivery will be 38.
Last Transaction Date
This reflects the most recent invoice date for the customer or stop-item. If a customer has no transaction history, the column will display "No Activity".
Status Indicators
- Below PAR — On Hand quantity is less than the PAR Level but greater than zero
- Stock Out — On Hand is zero; the full PAR Level quantity is needed
- Ok – PAR=On Hand
Aging Indicators
The report visually indicates how recent customer activity is based on the Last Transaction Date:
|
Indicator |
Timeframe |
Meaning |
|
Recent |
0–7 days |
Customer was serviced within the past week |
|
Moderate |
8–30 days |
Customer has not been serviced in over a week |
|
Stale |
30+ days |
Customer has not been serviced in over a month — may need attention |
These aging indicators help you quickly identify customers who may have been missed on recent routes.
Route-Based View Summary
When using the Route-Based View, a summary section displays key metrics for the route:
|
Metric |
Description |
|
Total Stops |
Number of customer stops on the route |
|
Total Items |
Total line items across all stops |
|
Items Below PAR |
Count of items where On Hand is below PAR Level |
|
Stock Outs |
Count of items with zero On Hand |
|
Missing Inventory Data |
Items where On Hand data is unavailable |
Common Use Cases
Preparing a delivery load:
Run the Route-Based View for your route to see all suggested delivery quantities at a glance. Use the summary to quickly assess the overall replenishment need.
Identifying inactive customers:
Enable the Inactive Only filter to surface customers with no recent invoices. Review the aging indicators to prioritize follow-up — customers marked Stale (30+ days) may indicate missed deliveries or service issues.
Reviewing a specific customer's inventory:
Switch to Customer-Based View and filter by Customer Account to see all locations and items for that customer in one place.
Monitoring route health:
Use the route summary metrics to compare routes. A high number of Stock Outs or Items Below PAR on a route may indicate the route needs more frequent service.
Tips
- Use the Inactive Only filter regularly to catch customers who may have been overlooked on recent routes.
- A "No Activity" entry in the Last Transaction Date column means the customer has never been invoiced — this may indicate a new account or a data entry gap.
- The Suggested Delivery quantity assumes the goal is to bring inventory exactly to PAR Level. Adjust your actual load as needed based on vehicle capacity or delivery schedules.
- Pay attention to Stale aging indicators — these customers haven't been serviced in over 30 days and may need immediate attention.
Customer View
Route View
