Inventory Valuation
Lists every item that still has stock, with the quantity left, the average cost, and the value of that stock, split into stock received in the last 30 days and older stock. Use it to see what your stock is worth and how much of that money sits in old stock.
Quick look
- Go to Reports › Inventory Reports and click the Inventory Valuation Report card.
- Set Aging to > 30 days to see only old stock, or leave it on All.
- Click Run Report.
- Click an item to see the lots behind it.
Done. You see the value of every item, with the total under the table.
Full guide
What it shows, and when to use it
Each row is one item. The value comes from the stock lots you still hold, each worth the cost of what is left in it. Use it for month-end stock value, to find money tied up in old stock, or to check a figure before you open the lots behind it.
Filters
Click the filter button beside Run Report to show or hide the filters.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Reports | No | Switch to another Inventory report. |
| Location | No | All locations or one location. |
| As of | No | A past day. Empty means today (live). Future days cannot be picked. |
| Aging | No | All, < 30 days (stock received in the last 30 days) or > 30 days (older stock). |
There is no store filter on this report.
Columns
Fields in this section
| Column | What it shows |
|---|---|
| Item Name | The item. |
| Qty on Hand | Quantity left in the lots. |
| Avg. Unit Cost | Total Value divided by Qty on Hand, to two decimals. |
| Current Value (< 30d) | Value of lots received in the last 30 days. |
| Aging Value (> 30d) | Value of lots received more than 30 days ago. |
| Total Value | The two added together. |
Under the table a bar shows Total Qty, Current Value, Aging Value and Total Value for the whole result, not only the page.
Click a heading to sort by it; the arrow shows the direction. The sort is done on the whole report and is remembered. Use the column chooser in the table header to hide, show, drag into a new order or reset the columns. The pager at the bottom has Go to page and Items per page.
If you open this report from the BizView stock snapshot, Aging starts on the option you clicked.
Drill-down: open the lots
Click an item row. Item Inventory Details opens for that item, with the same As of day. The Location and Aging you chose are not carried over.
Export, print, PDF and email
Not available on the web. The mobile app can share the rows it shows as a CSV file.
Who can see it
Open the report with View on Inventory Reports. Without it the report list shows a No Access page. Inventory Reports has only View and Add/Edit, and Delete comes with Add/Edit. A report changes no record, so Add/Edit and Delete make no difference here. The report shows all stock of the business units you can open, not only records you created.
On mobile
In the mobile app open Reports, choose Inventory Reports, then the valuation report. The filters are Location and Aging; there is no As of. Tap a heading to sort. Rows come 10, 25 or 50 at a time. Tapping a row does not open the lots, and there is no totals bar.
The download icon shares a CSV file of the rows on the current page through your phone's share sheet. What you can do with it depends on the phone (Files on an iPhone, mail or Drive on Android). The app asks for no storage permission on either.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
An item is missing
Only items with stock left in a lot are listed. An item with nothing on hand does not appear. Clear Location, Aging and As of and look again.
Item Inventory Details opens for all locations
The drill-down carries the item and the As of day only. Pick the Location again on the details screen.
The report page says No Access
Your role does not have View on Inventory Reports. Ask an administrator to turn it on.