Stock Valuation Summary Report

This report gives a good indication of the $ value of stock in each department and how many weeks on hand you have. Identifying the weeks on hand of stock, will help in assisting you in understanding, if you have too much or too little in the department, when comparing the $ figure. This report will also give you a better understanding of what departments have strong stock investment and whether it directly leads to stronger sales performance.

1. In System Menu, Reports > Report Generator

2. Stock Reports

3. Select Stock Valuation Summary

4. Select Open Report

5. Location Pre-Selected

6. Select Target Date

7. Ticked on your chosen search criteria, leave as is or choose your selection

8. Process Now (for all items) or Select Items (Select Items, the search screen in Item maintenance will open, Select category e.g. Front/Dispensary or can drill down through selected sub-categories)

9. Click find and then select tagged

10 Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)

11. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel