Inventory Value Report

Report Overview

How to Access the Report

1. Go to the Reports menu, then select Inventory Reports.
2. Click on Inventory Value.
3. You can apply several filters before displaying the report:

• Supplier: Filter results to display products from a specific supplier only.

• Brand: Filter results to display products of a specific brand only.

• Order By:

  • Product Name

• Category: Filter results to display products from a specific category only.

• Warehouse: Select a specific warehouse to view its products only.

• Calculate Using:

  • Average Purchase Price

  • Purchase Price

• Date Range:

  • Select a time period using Date Range (From – To) to calculate inventory value during that period.

• Hide Zero Values: Enable this option to hide products with zero stock from the results.

After setting your filters, click Show Report to update the results.

You can print the report using Print, or export it via Export Options to:

• CSV

• Excel

• PDF

Report Columns

The table displays the estimated inventory value for each product. Columns are organized as follows:

• Code: The unique product identifier as recorded in the system.

• Name: The product name as recorded in the system.

• Barcode: The product’s barcode.

• Quantity: The current quantity in stock along with the unit of measurement.

• Current Retail Price: The current selling price of the product as recorded in the system.

• Average Buy Price: The average of previous purchase prices for the product.

• Expected Total Retail Price: The total expected value from selling the available quantity at the current retail price.

• Total Buy Price: The total cost of the available quantity based on the purchase price.

• Expected Profit: The difference between the expected total retail price and the total buy price.

  • A positive value indicates expected profit.

  • A negative value indicates expected loss.