Intro of Key Features of SoftCAAT Ent SQL Software

Intro of Key Features of SoftCAAT
Ent SQL Version
Perform Powerful Data Analytics on Large Volume of Data in SQL
Using Comprehensive Data Analytics Software
https://www.wincaat.com

Global Leading Solution Provider in Data Analytics
for Empowering Professionals to realise potential
by Applying Thought to Technology.
Revolutionize Assurance, Compliance and
Consulting Services by Providing
Powerful Tools & Techniques
for Performing Data Analytics, BI and AI.

With Innovative Software Solutions,
We Empower CAs & CXOs to Harness:
Power of
Technology to
ProvideValue
Addition through
IT-EnabledService
offerings.
Subject Matter
Expertise and
Domain Knowledge
to Provide Existing
and Innovative
Services.
Professional
Potential to Provide
ValueAddition as
KnowledgeWorkers
and be more
Effective and
Productive.

Higher use of Technology.
Greater Value Addition and
Serve your Clients in Shorter Time with
Deploying Systems and Solutions for Scaling up Services for
Empowering you to:

All-purpose
standalone/indepen
dent application
SW. Makes Data
Analytics Simple,
Effective,
Affordable and
Powerful.
Designed with
Assurance, Control
and Conformance
perspective to
access, analyse
and interrogate
large volume of
data from multiple
files/ formats.
Designed with
Simplicity of
Spreadsheet
Software and
backed with Power
of a Database with
inbuilt DA approach
and steps.
Perform various
types of audit tests
on any structured
data in one go in a
few clicks with
minimal learning
curve!
Why use SoftCAAT Ent (SQL)?
Analytics Simplified &
Amplified with Power of SQL!

SoftCAAT Ent SQL: Data Analytics
Simplified & Amplified with Power of SQL
Import large volume of data into SQL to perform various functions of MIS, Assurance, Control and Conformance.
Identify patterns, irregularities, exceptions, outliers and verify conformances, compliances in digital data.
Access, analyse and interrogate huge volume of data imported from various files/ formats.
Designed with the Simplicity of a Spreadsheet SW but with Power of a SQL Database.
Maintains auto documentation of functions performed with date and time stamp to re-perform as and when
required and for future reference of audit process trail.
Enables users to perform various types of audit tests on any structured data in one go in a few clicks!
Inbuilt data analytics approach and steps in the panels, menus and functions of software.

Comparison of SoftCAAT Ent SQL
Ent & Pro Versions

Challenges of Digital Data of Digital Age
Do you know how to navigate the information superhighway to increase your productivity?
Are you and your staff using the right Tool-kits to enhance effectiveness/efficiency?
Are your assignments done using right tools to provide the right level of assurance?
Can you provide services and add value to your clients who wish to leverage IT?
Are you using your Analytical Skills to Access, Analyse and Evaluate Digital Data?
Are you equipped to explore new avenues in the area of Data Analytics?
Are your current core competencies and skills relevant for the digital era?

Can you Re-Imagine the Future of Auditing with
IT & Play a Key Role in Creating it with IT?
Internet and Information Technology will be an Engine of Growth for the Indian Economy & Enterprises.
Internet is a Powerful Equalizer. Can you assist your clients to harness benefits of Internet & IT.
Are you investing in training/equipping your team/your clients to accelerate their journey of growth?
Are you reinventing your service offerings by constantly investing in innovative IT?
Are you in a sweet spot to help Enterprises and Regulators with their Digital Transformation journey?
Can you partner with Industry/Ecosystem & create a team to enhance Value of your Service Deliverables?

With manual approach,
performing audit tasks on
Digital Data is Tedious &
Cumber-some!
Manual approach
to Auditing
Digital data

What is the
KEY to
access
Digital Data?

The Future will be exponentially Digital.
Chartered Accountants can
Future-proof their career
with Knowledge and skills of Data Analytics
to enhance value from their core competencies.
We have a host of solutions with inbuilt knowledge-base in the
field of Data Analytics to prepare you for this Digital Age.
Future is Digital and the need is Data Analytics

We have Invested time and resources to Creating Suite of Solutions
with required Knowledge-base.
We empower you with Online Courses to Explore and Exploit the Digital
Data with relevant Tools and Technologies!

All-purpose
standalone/indepen
dent application
SW. Makes Data
Analytics Simple,
Effective,
Affordable and
Powerful.
Designed with
Assurance, Control
and Conformance
perspective to
access, analyse
and interrogate
large volume of
data from multiple
files/ formats.
Designed with
Simplicity of
Spreadsheet
Software and
backed with Power
of a Database with
inbuilt DA approach
and steps.
Perform various
types of audit tests
on any structured
data in one go in a
few clicks with
minimal learning
curve!
What is SoftCAAT Ent (SQL)?
Analytics Simplified &
Amplified with Power of SQL!

Who can use SoftCAAT Ent SQL?
• Auditors: Financial, Compliance or IT,CXOs, Fraud/Forensics
investigator….
Those who are working as:
• Infer Insights from Information from any electronic format or
software!
Those who have to use
DataAnalytics to:
• Enhance skills, grow in their career and be more effective.
Those who would like to:
• Use ITTools and skills for accessing, analysing and auditing
electronic information.
Those who have to:
• Supplement their Knowledge and Skills to provide value addition
Those who have to:
• Investigate and report on frauds in electronic information of
automated environment.
Those who have to:

Data Analytics Skills: a “Want” or a “Necessity”
•Data is the lifeblood of a
modern enterprise.
•Data analytics is a must-
have capability for the
audit function and is
widely expected to
become a big part of its
future.

What are CAATs?
Computer Assisted Audit
Techniques (CAATs)
Computer Assisted Audit
Tools andTechniques
(CAATTs)
Facilitate auditors to
increase their personal
productivity as well as that
of audit function and add
value
Software tools for auditors
to access, analyse and
interpret data, and to draw
an opinion for an audit
objective.
Leverage power of
technology for providing
better assurance
Empower Auditors to
Access and Analyse Digital
Data from Any Software in
any format.

Using Data Analytics is an Art and a Science
Data Analytics is an art requires
understanding of business
process and application of
techniques to specific areas of
control to identify:
CAs are best suited to Perform
Data Analytics with their core
competencies in the areas of:
• Conformance
• Deviations
• Exceptions
• Variances
• Business processes,
• Compliances,
• Assurance and Finance
We empower CAs with the Key Knowledge and Skills (the science) of Data Analytics
which is critical to Apply to Digital data (the art) to provide Value Addition.

When can you do with Data Analytics?

What can you do with Data Analytics?

33
Applying Thought To Technology
What is Data Analytics/BI?

Need for Data Analytics in age of Digital Disruption
Technology is
driving rapid
transformation in
diverse and
dynamic ways
New Business
models and
information
systems are rapidly
implemented
Software-driven
information
systems are key
differentiator
for enterprises
High impact of
ever-changing
technology on
enterprises and
professionals

Automatic AuditTrail of analysis performed to facilitate peer review and context of the
findings and to rerun functions as required.
Standardise Methods for Access, Processing and Performing Data Analysis.
Requires minimum IT support for Data Access or Analysis to ensure auditor
independence.
Provides Ability to AutomateAudit tasks to IncreaseAudit Efficiency, Repeatability,
and Support with Standard/Uniform approach to PerformingAnalytics/BI.
Why Use CAATs in Audit?

Why Use CAATs in Audit?
Analyse entire data population as per scope and Objective of Assignment.
Importing data is easy and done in a few clicks and ensures data integrity.
Access, Join, Relate and compare data from multiple tables/sources.
Functions support scope and type of analysis as required with dynamic analysis

CAATTs help you to Access & Analyse Data
as per Scope & Objectives of Audit

3 USEFUL SETS OF PROFESSIONALS
Mindset SkillSet Toolset

Systematic approach for using CAATTs
Document the findings and report.
Perform the tests using the DA software and analyse the reports, identify the findings and perform further
tests/analysis as required.
Identify and document the audit tests to be performed and functions of data analytics software which can be
used.
Understand the Business processes/controls relevant for audit.
Confirm that data is complete by comparing statistics from data analytics software and original source of
data/software.
Review and curate the data and format the header row for the file to make it ready for data analytics.
Review the data to understand what each column in file represents and how it might be relevant in performing
the audit.
Identify what information will be required, to address audit scope and objectives and collect the data from
client in required digital format.
Identify and document the scope and objectives of audit/assignment.

How can Analytics be Applied in Audit?

Planning
Scope the
Audit
Build Audit
Plan
Request
Information
Fieldwork
Analyze
Data
Document
Results
Organize
Supporting
Evidence
Review
Identify
Findings
Review
& Sign-off
To-dos
(Review
Notes)
Reporting Follow-up
Report
Results
Track
Status
TrackTime
& Budget
Roll forward
Archive
Track
Remediation
Where to use CAATs in Audit Cycle

Seven Steps for Performing Data Analytics
1. Identify Objectives & Deliverable
2. Identify Data & Platform
3. Understand Process & System
4. Document Controls &Tests
5. ApplyTools &Techniques
6. Draw Inferences & Insights
7. Prepare Outputs & Reports

Systematic Approach to Using SoftCAAT Ent SQL
Set Objectives
Set Test
Objectives
Obtain Relevant
Data
Identify Tools &
Techniques
Perform Tests on
the Data
Evaluate Evidence
to infer Insights
Review Findings as
per Business
Context
Report Findings
and
Recommendations

Sample Process Flow of Sales Order: Evaluate & Confirm
Controls in the Data Elements of Each Stage as Applicable
SalesOrder -
fromCustomer
Pricing - Material/
Customer
Material - check
availability
Customer - check
credit history
Dispatch - to
customer
FinishedStock -
update
Invoicing - to
customer
Collection - from
customer

Panels Brief Description of Panels in SoftCAAT Ent SQL
File
Home
Provides options to create an auditee, audit, file and password.
Provides options to import different types of files as selected for performing functions.
Curate Transform data in a standard structure to be usable for data analysis as required. Curation
of data ensures that data is formatted and purified for use in data analytics.
Profile Analyse the data elements to get an overall perspective of data. This helps in validating
data at a macro level and assessing whether the data is correct and complete.
Analysis Examine the data in detail to discover essential features by breaking data into specific
components by grouping, identifying and reviewing specific features.
Explore Explore the data elements in detail to discover essential features by breaking data into
specific components by grouping, identifying and reviewing specific features.
Investigate
Trendline
Observe or interrogate the data in detail. This involves systematic examination of data by
making a detailed inquiry or search to discover facts and insights.
Groups items as per trendline for selected group and displays relevant trend values in
columns with Sparklines or charts based on results of various types of analysis.
Relate Provides options to join, append or compare data in two tables based on specific criteria.
Sampling Provides options to extract specific samples from population based on specified criteria.
Utilities
Tools
Provides unique functions which complement & enhance use of SQL and save time.
Provides specific functions which aid in simplifying routine tasks performed in SQL.

File & Home
• File
• Auditee
• Audit
• File
• Password
• Home
• Import Data
• Copy, Navigate
• Columns
• Tree, Find In
• Find
• View Details
• View File In
Provides options to
create a auditee,
audit, file and
password.
Provides options to
Import different types
of files as selected for
performing functions
of software.

Curate
• Remove Characters
• Remove Spaces
• Remove 'X' Characters
• Delete
• Convert
• Format Case
Curate refers to
transforming data in a
standard structure to be
usable for data analysis
as required. Curation of
data ensures that data is
formatted and purified
for use in data analytics.
Specific functions:

Profile
• Statistics
• Stratify
• Summarize
• Totals
• Classification
• Data
• Search
Data profiling refers to
the act of analysing the
data contents to get an
overall perspective of
data. This helps in
validating data at a
macro level and
assessing whether the
data is correct and
complete.
Specific functions:

Analysis
• Identify Duplicates
• IdentifyGaps
• Outliers By
• Identify
• Change Seq.
• Fuzzy Match
• Sort
• Filter
• SplitTable By
Analysis refers to
examining the data in
detail to discover
essential features by
breaking data into
specific components by
grouping, identifying
and reviewing specific
features.
Specific functions:

Explore
•Classifier
•Stratum
•Analysis
Explore refers to
examining the data in
detail to discover
essential features by
breaking data into
specific components by
grouping, identifying
and reviewing specific
features.
Specific functions:

Investigate & Trendline
• Investigate
• Query
• Statistics
• Templates
• 3D Reports
• Trendline
• Stratify
• Classified
• Classification
• Analysis
• Results
Investigate refers to observing
or inquiring the data in detail.
This involves systematic
examination of data by making a
detailed inquiry or search to
discover facts and insights to be
able to come to a conclusion.
Trendline: Groups items as per
trendline for selected group and
displays relevant trend values in
columns with Sparklines or
charts based on results of
various types of analysis.
Specific functions:

Relate & Sampling
•Relate has 6 functions
• Sampling
• Stratify
• Classification
• Profile
• Classifier
• Analysis On Result
Relate:
Provides options to join,
append or compare data in
two tables based on
specific criteria.
Sampling:
Provides options to extract
specific samples from the
population based on
specified criteria.
Specific functions:

Utilities & Tools
• Utilities
• Columns
• Extract
• Files
• Analytical
• Rerun
• Tools
• AuditTable, Audit Log
• Comments, Settings
Utilities refers to host
of functions which
provide unique
functions which
complement and
enhance use of SQL.
Tools refers to specific
functions which
simplify routine tasks
performed in SQL.
Specific functions:

Generic Use Case of SoftCAAT Ent SQL:
What can you do with it?
• SoftCAAT Ent SQL is an all-purpose Standalone/Independent application software which makes Data Analytics
Simple, Effective, Affordable and Powerful with minimal training.
• Users can import large volume of data into SQL to perform various functions of MIS, Assurance, Control and
Conformance to Identify Patterns, Irregularities, Exceptions, Outliers, Verify Conformances & Compliances and
generate various types of dynamic reports from the SQL Data.
• With SoftCAAT Ent SQL users can Access, Analyse and Interrogate huge volume of data imported from various files/
formats.
• SoftCAAT Ent SQL has been designed with the Simplicity of a Spreadsheet SW but with Power of a SQL Database.
• Maintains auto documentation of functions performed with date and time stamp to re-perform as and when
required and for future reference of audit process trail.
• Enables users to perform various types of audit tests on any structured data in a few clicks!
• Inbuilt data analytics approach and steps in the panels, menus and functions of software.

Generic Use Case of SoftCAAT Ent SQL: Walk-through of Functions
• SoftCAAT Ent SQL is an
Independent Data Analytics/BI
Software with SQL Database as
the back-end. It is exclusively
designed to perform complex data
analysis on large volume of data,
dynamically in a few clicks.
• The user must first import the data
into SQL database from any of the
multiple formats and then perform
any of the more than 230
Functions.
User has a quick walk-through of
Tabs which include:
• File
• Home
• Curate
• Profile
• Analysis
• Explore
• Investigate
• Trendline
• Relate
• Sampling
• Utilities
• Tools

Generic Use Case of SoftCAAT Ent SQL: User has walk-
through of the various powerful functions available in
Panels of:
• Import Data
• Remove
• Format Case
• Statistics
• Stratify
• Summarize
• Data
• Search
• Identify Duplicates
• Identify Gaps
• Change Seq.
• Sort
• Filter
• Analysis
• Explore
• 3D Reports-Stratify
• 3D Reports
• Selection
• Profile
• Criteria
• Stratify
• Analysis On Result
• Columns
• Files
• Rerun
• Split by
• Audit Table
• Audit Log

Generic Use Case of SoftCAAT Ent SQL: Understand Relevant
Functions
• The user selects the relevant functions in the File Tab to create the auditee,
audit, create files and set password.
• The user select the relevant functions in the Home Tab to Import different
types of files as selected for performing functions of software.
• The user selects the relevant functions in Curate Tab to transform data in a
standard structure to be usable for data analysis as required. Curation of data
ensures that data is formatted and purified for use in data analytics.
• The user selects the relevant functions in Analysis Tab to analyse the data to
get an overall perspective of data. This enables the user to validate data at a
macro level and in assessing whether the data is correct and complete.

Generic Use Case of SoftCAAT Ent SQL: Understand Relevant
Functions
• The user selects the relevant functions in the Explore/Investigate Tab to examine the data in detail
to discover essential features by breaking data into specific components by grouping, identifying
and reviewing specific features.
• The user selects the relevant functions in the Relate tab which provides options to join, append or
compare data in two tables based on specific criteria.
• The user selects the relevant functions in Sampling Tab to extract specific samples
from the population based on specified criteria.
• The user selects the relevant functions in Utilities Tab to perform unique functions which
complement, enhance and simplify routine tasks performed and Save Time.
• The user select the relevant functions in the Documents Tab to record critical steps of data
analytics.

Generic Use case of SoftCAAT Ent SQL: Key Benefits
• The user gets practical exposure of how Software provides independent access to auditee data and makes Data Analytics Simple, Effective and
learns how to use the powerful features with minimal training.
• The user imports the required data into SQL database of the software and then performs various types of audit tests as per the scope and
objectives of the assignment.
• The user discovers that it is not necessary to depend on IT personnel to get reports instead he/she requests for data in required format to be
exported from the database and provided using which the user imports the data into the software and performs analysis and interrogation of
data as per specific needs of the assignment.
• Using SoftCAAT Ent SQL, the user specifically Identifies Irregularities, Exceptions, Outliers and does further analysis as required and reports
relevant findings and recommendations with evidence, to management.
• The auto documentation feature records date and time stamp for all the functions performed so that it can be used as record of work done and to
re-perform as and when required.
• The user finds that SoftCAAT Ent SQL Software can be used to audit data from any software and perform various types of assignments such as
Assurance, Verifying Control and Validating Conformance of regulations as required.
You can see the Complete List of Functions with Brief Description at:
https://wincaat.com/Features_SoftCAATEntSQL/Functions.aspx

Specific Use case of
Inventory Audit

Control Objectives: Inventory
• i.Whether the company maintains proper records showing full
particulars including details of quantity and situation of the
inventory.
Maintenance of
Records
• ii. Whether the valuation of inventory has been correctly
computed as per the accounting policy of the company and
obsolete stock has been written off and accounted.
Valuation
• iii. Whether physical verification of the fixed assets is conducted
by the management at reasonable intervals
Physical
Verification
• iv. If any material discrepancies were noticed on physical
verification, whether it has been accounted for in books of
accounts
Accounting of
Discrepancies

Illustrative Control Objectives to Test using Data Analytics Financial Assertions
• Adjustments to inventory prices or quantities are recorded promptly and in the appropriate
period.
• Existence, Completeness,
Valuation
• Adjustments to inventory prices or quantities are recorded accurately. • Valuation
• Raw materials are received and accepted only if they have valid purchase orders. • Existence
• Raw materials received are recorded accurately. • Valuation
• All raw materials received are recorded. • Completeness
• Receipts of raw materials are recorded promptly and in the appropriate period. • Valuation
• Defective raw materials are returned promptly to suppliers. • Existence
• All transfers of raw materials to production are recorded accurately and in the appropriate
period.
• Valuation, Completeness
• All direct and indirect expenses associated with production are recorded accurately and in the
appropriate period.
• Valuation
• All transfers of completed units of production to finished goods inventory are recorded
completely and accurately in the appropriate period.
• Finished goods returned by customers are recorded completely and accurately in the
appropriate period.
• Finished goods received from production are recorded completely and accurately in the
appropriate period.
• Completeness, Valuation
• All shipments are recorded. • Existence

Illustrative Control Objectives Financial Assertions
• Shipments are recorded accurately. • Valuation
• Shipments are recorded promptly and in the appropriate period. • Valuation
• Inventory is reduced only when goods are shipped with approved customer orders. • Completeness, Existence
• Costs of shipped inventory are transferred from inventory to cost of sales. • Existence, Valuation
• Costs of shipped inventory are accurately recorded. • Valuation
• Amounts posted to cost of sales represent those associated with shipped inventory. • Completeness, Existence
• Costs of shipped inventory are transferred from inventory to cost of sales promptly
and in the appropriate period.
• Valuation
• Only valid changes are made to the inventory management master file. • Existence, Completeness
• All valid changes to the inventory management master file are input and
processed.
• Existence, Completeness
• Changes to the inventory management master file are accurate. • Valuation
• Changes to the inventory management master file are promptly processed. • Existence, Completeness
• Inventory management master file data remain up to date. • Completeness, Existence

Sample Areas for Review in Inventory
Inventory Listing
Negative Inventory Quantities
Inventory With A Zero Cost Price
Inventory With A Zero Sales Price
Inventory Received And Issued By The
Same User
Net Realizable Value
Analysis Of Inventory Sales By Quantity
Analysis Of Inventory Sales By Amount
General Journal Adjustments To
Inventory Accounts
Analysis Inventory Ordering And Usage

Area: Inventory Listing
• The inventory listing itemises all inventory on
hand, including description, quantity and value.
Context
• Incomplete/incorrect inventory on hand balance.
Risk
• Extracts a current inventory listing.
Procedure
• Extracts a complete listing of all inventory items
as at the download date of the underlying tables.
Analytic Logic

Area: Negative Inventory Quantities
• Inventory should not have a negative quantity, i.e. more sold
than available.
• All identified instances should be investigated.
Context
• Incorrect or fictitious inventory related transactional
processing.
Risk
• Identifies all inventory with negative quantities.
Procedure
• Extracts all inventory items where the quantities are currently
negative.
Analytic Logic

Area: Inventory With A Zero Cost Price
• Inventory with a zero cost price could be as a result of
incorrect capturing or obsolete inventory.
• Obsolete inventory should be removed or errors corrected.
Context
• Incorrect or fictitious inventory related transactional
processing.
Risk
• Identifies inventory with a zero cost price.
Procedure
• Extracts all inventory items which have a zero cost price in
the system.
Analytic Logic

Area: Inventory With A Zero Sale Price
• Inventory sales value is not expected to be zero. If this occurs it
could be because of incorrect processing or a fictitious transaction
that has been processed.
Context
• Incorrect or fictitious inventory related transactional processing.
Risk
• Identifies inventory with a zero sales price.
Procedure
• Extracts all inventory items which have a zero sales price in the
system.
Analytic Logic

Area: Inventory Received And Issued By The Same User
• There should be segregation of duties in place between the
person receiving and the person issuing inventory as this will
ensure integrity of the inventory transaction.
Context
• Lack of segregation of duties.
Risk
• Identifies where inventory is received and issued by the same
user.
Procedure
• Extracts stock movement inwards (received) and outwards
(sales or issued) and identifies where both movements are
done by the same user ID.
Analytic Logic

Area: Net Realizable Value
• The inventory sales value is not expected to be less than the cost
price. If this occurs it could be because of incorrect processing or
fictitious transactions that have been processed.
Context
• Incorrect or fictitious inventory related transactional processing.
Risk
• Identifies where the net realizable value or selling price of
inventory is less than the cost price and valuation is as per the
applicable accounting standards.
Procedure
• Extracts sales transactions of stock items to determine where the
sales price is lower than the cost price per individual stock item or
unit thereof.
Analytic Logic

Area: Analysis Of Inventory Sales By Quantity
• Identify and investigate unexpected movements in
inventory.
• Investigate unexpected trends in inventory.
Context
• Inability to track and monitor inventory movement.
Risk
• Identifies inventory sales by quantity to assess trends
of inventory turnover.
Procedure
• Extracts the number of transactions and related
quantities sold per material per month.
Analytic Logic

Area: Analysis Of Inventory Sales By Amount
• Useful management information to identify
unexpected increase/decrease turnover in inventory.
• Unexpected trends can be investigated further.
Context
• Inability to track and monitor inventory movement.
Risk
• Identifies inventory sales by amount to assess trends
of inventory turnover.
Procedure
• Extracts the sales value in per material, month by
month, for the period selected in the initial date
parameter.
Analytic Logic

Area: General Journal Adjustments To Inventory Accounts
• The use of journals (JEs) should be minimised and any identified
journals should be investigated. This could be due to processing
errors having to be corrected or fictitious transactions processed.
Context
• Incorrect or fictitious inventory related transactional processing,
resulting in an increase or decrease in the inventory value.
Risk
• Identifies inventory adjustments posted by means of a general
journal to an inventory account or inventory adjustment account.
Note: Not all manual JEs to inventory a/cs are exceptions or errors.
Procedure
• Extracts general journal adjustments made to inventory.
Analytic Logic

Area: Analysis Inventory Ordering And Usage
• This information is used to track inventory movement, identify
unexpected movement and can also be used as input for planning
purposes. Unexpected movement should be investigated.
Context
• Inability to track and monitor inventory movements.
Risk
• Identifies inventory quantities ordered and used. This can be used
by audit for their analytic reviews or for the business to understand
inventory movements.
Procedure
• Extracts inventory ordered and issued per inventory item.
Analytic Logic

Specific Use Case: Inventory
Sample CAAT Queries Performed
1. Analyze usage and ordering to improve
turnover
2. Analyze high-value transactions
3. Summarize and stratify turnover by stock
item
4. Summarize stock on-hand by group, location,
type, etc.
5. Summarize products by group, location, type,
etc.
6. Summarize and stratify turnover by stock
item in any order
7. Age inventory (e.g., by date of receipt)
8. Check product reordering volume by item,
warehouse and vendor.
9. Determine the percentage change in sales,
price and/or cost levels by product/vendor
10. Identify surplus obsolete/damaged
inventory by sorted turnover analysis
11. Identify stock acquired from group
companies
12. Segregate variances from standard pricing
in amount order
13. Isolate stock lines/products with cost
greater than retail price, with
zero/negative quantities or with
zero/negative prices
14. Isolate items where stock exceeds
maximum stock levels
15. Test for duplicate parts, item numbers,
prices or descriptions
16. Compare the value of physical counts to
general ledger value. 91

Thank you! Questions?
sales@wincaat.com
rafeq@wincaat.com

Intro of Key Features of SoftCAAT Ent SQL Software

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