Stock valuation and turnover reports
The warehouse module includes two reports that turn your stock data into insight: stock valuation, which values what you hold, and stock turnover, which shows how fast parts move. Both reports require the warehouse:view permission.
Stock valuation report
The stock valuation report answers "how much is my inventory worth right now". For every active item it multiplies the current quantity by the unit cost to give a total value, and sums those totals into a grand total across the whole warehouse.
What the report shows
| Column | Meaning |
|---|---|
| Part number | The item's unique identifier. |
| Name | The item name. |
| Category | The item's category; the report is grouped by category, then by name. |
| Current quantity | On-hand units at the moment you run the report. |
| Unit cost | Cost per unit as recorded on the item. |
| Total value | Current quantity multiplied by unit cost. |
The grand total at the foot of the report is the combined value of all active stock.
Note: Valuation uses the unit cost stored on each item. If a part has no unit cost, its total value is zero — keep unit costs current so the valuation stays meaningful. Deactivated items are excluded.
Stock turnover report
The stock turnover report shows how much stock has flowed through each part over a period, so you can spot fast movers and slow-moving stock. It is built from the movement history for the period you choose.
Choosing a period
You can set a start and end date. If you leave them blank, the report defaults to the last three months up to today.
What the report shows
| Column | Meaning |
|---|---|
| Part number / name / category | Identifies the item. |
| Total issued | Units issued out during the period. |
| Total received | Units received into stock during the period. |
| Movement count | How many movements of any type were recorded for the item. |
Items are ordered by total issued, highest first, so your busiest parts appear at the top.
Tip: Compare turnover against valuation. A part with high value but low turnover is capital sitting on the shelf; a fast mover with a thin buffer may need a higher minimum stock level.
Reading the reports together
- Run stock valuation to see where value is concentrated.
- Run stock turnover for the same categories to see whether that value is actually moving.
- Adjust minimum and maximum stock levels on the items where the two reports disagree.
Note: Turnover reflects only movements inside the selected period, while valuation is a live snapshot. A part created after the period start can still show current value with little or no turnover.
Related
- Low-stock thresholds and alerts
- Recording stock in and out movements
- Correcting stock with an inventory count
- Finding parts with the inventory list and search
