The Inventory Valuation Report gives you a clear picture of the total cost of your current inventory and the potential profit from selling it.
Note: The Inventory Valuation Report is part of Advanced Inventory Management and requires an active subscription. See Advanced Inventory Management Overview to learn how to activate it.
Accessing the Report
In the Back Office, go to Inventory Management → Inventory Valuation.
The report reflects up-to-date inventory data. You can:
- Filter by category or store (for multi-store accounts).
Export the data using the Export button at the top of the page.
Summary Metrics
At the top of the report, you'll find a summary of key inventory figures:
Metric | How It's Calculated |
|---|---|
Total Inventory Value | Sum of (Cost × Stock) for all items |
Total Retail Value | Sum of (Price × Stock) for all items |
Potential Profit | Total Retail Value − Total Inventory Value |
Margin | Potential Profit ÷ Total Retail Value (as a percentage) |
Note:
- Items with negative stock are excluded from the Total Inventory Value.
- Items with negative stock or a variable price (blank price field) are excluded from the Total Retail Value and Potential Profit.
Detailed Breakdown
Below the summary, the report provides inventory values in a detailed, line-by-line view of each item in your inventory.
See also:
Advanced Inventory Management Overview
How to Work with Purchase Orders and Suppliers