What the inventory valuation report shows
The inventory valuation report tells you the total monetary value of every product in your inventory right now, calculated using each product's cost price. It shows you how much capital is tied up in stock — an essential number for financial planning, loan applications, and insurance purposes.
How to access it
Go to Reports → Inventory valuation. The report generates immediately based on your current stock levels.
What the report includes
- Every product in your inventory with its current quantity, cost price, and total value
- Subtotals by product category
- Breakdown by warehouse location if you have multiple locations
- Grand total across all products and locations
How to use the report
For financial planning: Your inventory value is a current asset on your balance sheet. Knowing it helps you understand your business's total asset position.
For purchasing decisions: If your inventory value is high relative to your sales velocity, you may be overstocked. If it is low, you may be at risk of stockouts during a demand spike.
For insurance: Insurers covering stock need to know the replacement value of your inventory. This report provides a detailed, dated record.
For loan applications: Lenders accepting stock as collateral need a current valuation. Export this report as a PDF and include it with your application.