Create a chart

Functionality Create chart feature on the K inventory management platform provides a clear and precise visualization of inventory variations.

By choosing from a variety of predefined graph types and templates, it is possible to create a customized graph with additional filters.

The two-period comparison feature also makes it possible to analyze inventory variations over a defined period.

This feature is only available on the Web version.

1. In the left-hand menu, click on the Reports

2. Click on the Dashboard button, then on Create Chart

To create a graph, you can also right-click on it and then click on Create graphic.

3. In the Information tabtab, fill in the Title and choose a chart type

template chart listing

List of available graphic templates

Creating a chart with a default default template is very different from a customized chart.

With a custom chart, you can apply additional filters and choose the display format.

Choose the type of chart you want to create;

Default model
Customized model

In the example below, we’ll create a graph with a default template, to display the number of stock entries in the folders. BOX 120, CABINET 1 and CABINET 2 and apply the two-period comparison.

4. In the Information tabtab, fill in the Title field and choose one of the predefined templates from :

Stock entries by date
Stock removals by date
Volume per folder
Volume by category

template chart example

Graphic design

5. To compare two periods on a graph, in the Dates section, click on Compare and select a second period for comparison

The main period is defined at dashboard level so that all the graphs displayed are over the same time interval.

compare date chart

Selecting periods to compare

6. Save your changes with the Save button

In the example below, we’ll create a custom chart to display all the products in the folder in Column format. CABLAGE with a quantity below the alert threshold.

4. To choose a display mode, select one of the available formats from the drop-down list Display format

Different displays are available to suit different graphics

Columns
Curves
Lines
Sectors
Table
Text

chart type listing

List of display formats

5. To choose the data source on which to apply the filters, select one of the available sources in Data sources

Various sources of data are available for better monitoring of activity:

References (products + equipment)
Products
Equipment
Interventions
Controls
Order items
Transactions
Transactions (entries)
Transactions (outputs)

Data type listing in chart

List of data sources

6. To select data, complete the Chart data

custom filter chart

Chart data sections

The field Horizontal axis data field divides the data according to a criterion.
For example, this allows you to display imported references day by day, or by category
The Legend field can be used to select a measurement separation criterion, such as the category
It is thus possible to view the import of references day by day, with a curve for each category.
The field Measurement value field is used to select the criterion to be measured, such as the quantity or alert threshold of imported references.
The field Type of measurement field is used to change the calculation mode
In number mode, the number of imported references is counted, while in sum mode the total quantity is calculated.

7. To add a location filter, complete the field Locations field in Custom filters

8. To optimize the filters applied to the graph, click on the Advanced filters tab, then create an advanced filter

advanced filter

Advanced filter example

You can compare with a fixed value or in relation to the data in a field.
In the following example, the filter value should be equal to Alert threshold for sending to be validated

To switch from one type of reference value to the other, click on the or

To create the filter in the example above

Select Alert threshold, then Above
Click on the Sort by field to compare data from two fields (Alert Threshold and Product Quantity)
select Quantity

You can learn how to create advanced filters by clicking on this link

9. Save your changes with the Save button

Easily view inventory data on the K inventory management application

Example of a custom chart with advanced filter

Default model