TOTVS Stock Position Report: What to Do With It After You Export It
If you've ever exported the stock position report from TOTVS Protheus, you know exactly what it looks like: a long spreadsheet, one row per item, columns for code, description, warehouse, current balance, average cost, last movement. It's a complete report — and on its own, it still doesn't answer the question you actually want answered: "what in this inventory is stalled, what's about to run out, and where is my money tied up?"
TOTVS gives you the right raw data. Turning a spreadsheet row into a decision — that's the part no ERP hands you ready-made, and it's where most companies get stuck every single month.
Why this specific report is exported so often and used so little
Stock position is one of the most frequently generated reports inside the inventory module of Protheus (SIGAEST) — nearly every company running TOTVS pulls this extract at least once a month, if not weekly. The problem isn't generating it, it's what happens right after: the file lands in a folder, someone opens it in Excel, builds a pivot table from scratch (again), manually filters out items with no recent movement, and repeats the whole process the following month because the "worked" spreadsheet doesn't update itself.
The questions the raw report doesn't answer on its own
- Which items are stalled — high balance and an old last-movement date don't show up flagged; someone has to cross-reference two columns manually, item by item.
- Where capital is tied up — balance × average cost per item is sitting right there in the spreadsheet, but rarely does anyone sum it up by category to see where the money is actually parked.
- Which items are at stockout risk — without cross-referencing average consumption against current balance, a low balance can go unnoticed until it turns into an actual shortage.
- How inventory changed since the last export — comparing two exports of the same report by hand is exactly the kind of work nobody has time to repeat every month.
What changes when this report goes through AI
Sykros reads the same .xlsx file that TOTVS already exports — no special layout required, no columns to rename. From there, the AI recognizes it's an inventory report just from its own columns (code, balance, cost, movement) and applies the right reasoning for that domain, not a generic spreadsheet summary.
From export to dashboard, no pivot table
The same report you already pull today, in .xlsx or .csv, no manual cleanup before uploading.
Recognizes the inventory domain automatically and cross-references columns that didn't say much on their own.
Stalled items, tied-up capital by category, and stockout risk already flagged, with charts and an explanation — not a raw table handed back to you.
From raw data to a reading
| TOTVS report column | Question it doesn't answer alone | What the dashboard shows |
|---|---|---|
| Current balance | Is this balance high or low for this specific item? | Ranking of items with out-of-pattern balances |
| Average cost | How much money is tied up in this item? | Tied-up capital by category |
| Last movement | Is this item still turning over, or already dead stock? | List of stalled items by time since last turnover |
Key takeaways
The TOTVS stock position report already has the right data — balance, average cost, last movement. What's missing is cross-referencing those columns to find stalled items, tied-up capital, and stockout risk, and that's manual work repeated every month for anyone doing it by hand. Upload the same .xlsx file to Sykros and the AI recognizes the inventory domain automatically, handing back that cross-reference ready-made, as a dashboard, no pivot table needed.
See also
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