The Inventory Value Report provides an overview of inventory in a warehouse for a selected period of time. This report helps you understand the total value of products currently in stock or from a prior month’s snapshot.
Inventory snapshots are taken around midnight UTC on the last day of each month. For example, an inventory value report for August 1st would have been taken between midnight on July 31st and 4 AM on August 1st.
Common Use Cases
- Get a real-time view of the current inventory value for financial reporting.
- Pull a snapshot from the prior month for accounting and reconciliation purposes.
- Filter by vendor to review how much value is tied up in specific suppliers.
- Filter by warehouse if managing multiple facilities.
Things to Consider
- The Total value only displays if all data is in a single currency. If multiple currencies exist, you must select a currency to see its total value.
- SKUs/items that are in Non-sellable Bins are not included in the Inventory Value report as it is calculated using the On Hand quantity of the product.
- ou cannot view the value of all inventory across all warehouses at once in this report; you must view the report for each warehouse individually.
Available Filters
| Filter Type | Definition |
|---|---|
| Search bar | Use the search bar for a partial or exact match in the following fields: Warehouse, Product Name, and SKU. |
| Time period | Choose between Right Now (current values) or a prior month’s snapshot. |
| Vendor | Filter inventory by vendor associated with the product. |
| Warehouse | Filter values by a specific warehouse. |
Inventory Value Report Columns Defined
Each row in the report represents the On Hand value of a SKU in the specified warehouse. Change which columns are displayed by editing the column visibility. Open the Columns menu in the top right-hand corner, check the columns you want to show and uncheck the columns you want to hide.
The available columns on the Inventory Value Report include:
| Column Name | Definition |
|---|---|
| Warehouse | The warehouse and sub-location (e.g., valshallas / Primary). |
| Name | The product name. |
| SKU | The product’s SKU (clickable link to product details). |
| Vendor | The vendor associated with the product. |
| On Hand | Total quantity physically available in the warehouse. |
| Allocated | Quantity that has been reserved for orders and is no longer free to sell. |
| Value | The unit cost value for the product. |
| Total Value | On Hand × Value = total inventory value for that SKU. |
| Currency | The reporting currency (e.g., USD). |
Exporting the Report
Need to provide a customer with the report or use the data externally? Export the report by selecting the Export button on the top right corner. There are two options:
- All rows to CSV: Exports the entire report and sends the file to the user's email address.
- Visible Rows to CSV: Only the data currently displayed after filters are applied is downloaded.