We recommend you take "snapshots" of your inventory valuation on some periodic basis for your historical records. This gives you a point-in-time valuation of your inventory that you can reference in the future. We call it a "snapshot," because you must run the report at the specific date and time you wish to capture.
To capture a snapshot of your current inventory valuation, you can use the Inventory Valuation Detail Report.
Step 1: Navigate to the Inventory Valuation Detail Report
Step 2: Clear the Date by clicking the small "x" button
Step 3: Select all of "Live Inventory" Statuses, and perhaps some "Transition" inventory statuses.For more on inventory statuses in RepairQ, see "What does each Inventory Status Do?". Our recommendation for this valuation snapshot report is as follows:
- Pending Refurbishment
- Pending Restock
- Pending RMA
- Pending Transfer
In addition, custom statuses can be added in RepairQ, so your "Live Inventory" list may include additional statuses.
This report will aggregate (sum) all of the inventory records by catalog item based on the statuses selected, so you may decide that you want to see these figures for only some subset of the inventory statuses mentioned above. If this case, simply run the report several times, each time with different set of statuses selected; for example, you could run the report once for the "Instock" inventory, once for "Pending RMA", and so on.
Step 4: Export the report to Excel
Your inventory is a living thing, constantly moving and changing. To capture your inventory counts for a point in time, you MUST export the data. The next time you run this "snapshot" report, the counts will be different because this report represents your inventory at the point in time you run the report.