Inventory Valuation Reports

The Inventory Valuation Summary and Detail Reports calculate total cost and price for a set of inventory items.

The Summary Report will group items by their Item Types and show sum totals of Cost/Price.

The Details Report will group items by their Catalog Item and show sum totals of Cost/Price.

Filters 

Date and Date Type

Use the Date filter and the Date Type in combination to find items in a certain date range.

In the below example, the Date Created Date Type is being used to report for inventory items created (or added to the system) in June.

In the below example, the Date Updated Date Type is being used to report for items updated in November, regardless of when they were created.

Location

Use the Location filter to report for items in a specific location, or run an aggregate report for multiple stores.

Status

Use the Status filter for report for items in one or more statuses.

This looks for items that are currently in the selected statuses

For example, using the "Instock" Status filter will run the report for items instock at the time the report is ran.

Note: While consumed inventory statuses (Sold, RMA Credit, Parts Only, Damaged, Shrinkage, Voided) are listed here, the Inventory Usage Reports are recommended for valuation of these items.

Supplier

Use the Supplier Filter to run the report for items from certain supplier(s).

Examples

   Valuation of Current Instock Inventory

     The following set of filters will provide a Valuation Report for current instock levels.

TIP: We recommend exporting this report on some periodic basis to retain the point-in-time snapshot of your inventory.

   Finding Old Inventory

    In the following example we've added dates to our report (run at the end of the year) that helped us identify stale inventory that may need to be discounted in order to move it.

 

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