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Jul 20, 2023

Yearly Inventory Value


Location: Program Menu > Accounting Reports > Fixed Asset Report > Yearly Inventory Value


Overview:

This selection produces a report of the value of your inventory based on (quantity, purchase price, and depreciated value or in the case of sale items, the cost of each item). The report will list for each item, the item key, number, name, purchase date, purchase order, quantity ordered, quantity sold, quantity on hand, purchase price, extended cost, and extra charges. 

  • The total values will be printed at the end of each category list. 
  • The grand totals for the entire inventory will be printed at the end of the report.


Instructions

1. From Program Menu, select Accounting, Fixed Assets.
2. Select the Yearly Inventory Value option. 


Example: The following screen will be displayed:

 

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Descriptions: 
 

Category: This button allows you to select only a certain item category to be reported.
Rental Items:  Check this box if you want rental items on the report.
Capitalized Only: Check this box if you only want items marked as “Capitalized” on the report.
Sale Items: Check this box if you want sales items on the report.
Parts ItemsCheck this box if you want parts on the report.
Include Items with no purchase priceCheck this box if you want to include items that have zero for the purchase price on the report.
Print Details/Print SummaryThis option allows you to print a detailed report or just a summary.  With Print Summary checked, only the totals for each category will be displayed.  With Print Details checked, each item’s information will display.
Sort The report is sorted by item category.  Within each category, you can choose whether it is sorted by item key, name, part number, or number.
Purchase Date This option allows you to define a beginning purchase date and an ending purchase date to be reported.  You can leave either field blank.
Store For multi-store systems, an individual store or all stores can be included in the report.
Select Printer This button defines the printer that the report will print to.
CancelThis button will cancel your previous selections and return you to the Program Menu.
GenerateThis button will generate the report and display the report on your screen.


 

Example: Below is a Graph sample of an Inventory Value Report:
 

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