Logicim's ready-to-use Sage 50 CA Inventory Aging

Inventory Aging

The Inventory Aging Report provides a detailed analysis of inventory stock value categorized by age. It helps identify slow-moving inventory and assess stock health across locations and item types.

Prerequisites

  1. Microsoft Windows 10 Pro, Windows 11 Pro, or Windows Terminal Server (2012 and above).
  2. Microsoft Office 365.
  3. Sage 50 Canadian edition (2014 and above).
  4. Internet connection.

What the Report Does

The Report evaluates inventory data and categorizes stock into age groups, including 30 days, 60 days, 90 days, and over 120 days.

The Inventory Aging Detail worksheet displays item information, including Age in Days, Quantity on Hand, and Current Stock Value. The Report also shows the total inventory value distributed across age categories and includes charts highlighting top locations and item types.

How to Use the Report

Step 1: On the Instructions worksheet, enter the start date in cell C6 and the end date in cell C7.

Step 2: Click the Refresh button on the XLGL ribbon.

Step 3: Review the inventory aging details on the Report worksheet.

Step 4: Review the inventory age, location, and item-type summaries on the Chart worksheet.

Customization Options

  1. Use the filter arrows on the Inventory Aging Detail worksheet to isolate specific inventory age categories, item IDs, or item descriptions.
  2. Use the customization link on the Instructions worksheet or request a Custom Report from Logicim for additional fields, calculations, filters, or layout changes.

Common Use Cases

  1. Identify obsolete or slow-moving inventory that may require markdowns or other action.
  2. Analyze stock distribution across locations to improve storage efficiency.
  3. Review inventory age before placing new purchase orders.
  4. Evaluate capital tied up in inventory during period-end financial reviews.
  5. Support accurate inventory valuation and working capital planning.

Troubleshooting

Issue: Zero values appear on the worksheet.

Solution: Confirm that your Sage 50 user account has the required access permissions. Verify that the end date in cell C7 is later than the start date in cell C6, then refresh the Report.

FAQs

Q: Can I condense the Report by hiding unused columns?

A: Yes. Use standard Microsoft Excel features to hide unwanted rows and columns. Save a backup copy before deleting any Report elements.

Q: What should I do if the Report appears completely blank?

A: Click the Refresh button on the XLGL ribbon. If filters are active, review or clear them before refreshing the Report again.

Best Practices

  1. Save a backup copy of the Report before making significant changes.
  2. Confirm the selected date range before refreshing the Report.
  3. Review the Report regularly to identify slow-moving inventory and aging trends early.
  4. Review location and item-type charts together with the detailed inventory rows.
  5. Customize the Report to focus on the inventory indicators relevant to your business.
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Edited: Monday, August 31, 2026

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