I. Filters
1. Search Bar – Look up valuation for a specific product or SKU.
2. Date – Select the specific date you want to view your inventory valuation.
3. Locations – Choose the branch or warehouse location where you want to check the valuation.
4. Product Type – Narrow down your view by selecting which product type’s valuation to display.
5. Category – Further filter results by choosing a specific product category.
II. Data Overview
1. Total Inventory Value – The total cost value of all current stock.
2. Total Retail Value – The total potential sales value if all stock is sold at retail price.
3. Potential Profit – The difference between retail value and inventory cost, representing possible earnings.
4. Margin of Profit – The profit margin percentage based on valuation.
III. Per Item Valuation Breakdown
A detailed table shows each product’s valuation breakdown:
- SKU and Product Name – Identifies the item.
- Category – Product grouping.
- Stock – Quantity available.
- Cost Price – Unit cost of the product.
- Margin (%) – Profit margin for that item.
- Potential Profit – Earnings if the product is sold.
- Total Inventory Value – Total cost of that item’s stock.
- Total Retail Value – Total sales value of that item’s stock.
✅ Tip: You can also export, print, or copy the data table for reporting and record-keeping purposes using the icons above the list.