Stock Valuation Summary in O2VEND

The Stock Valuation Summary Report in O2VEND Back Office helps you determine the current value of your inventory across branches and locations. It evaluates each product based on cost, price, and MRP, ensuring precise valuation for accounting and business planning.

What Is a Stock Valuation Report?

A Stock Valuation Report is a financial document that estimates the total value of inventory in your business. It considers the cost price, market retail price (MRP), and selling price for each SKU to help you monitor stock worth and optimize purchasing decisions.

Why It’s Important

  1. Financial Planning – Provides accurate inventory valuation for balance sheets and forecasts.
  2. Cost Control – Identifies overstocked or slow-moving items for better cash flow management.
  3. Tax Planning – Helps calculate stock value for tax reporting, reducing financial discrepancies.
  4. Mergers & Acquisitions – Gives buyers and auditors a clear view of inventory worth.

How to View the Stock Valuation Summary Report

Follow these simple steps to access your report in O2VEND:

  1. Open Back Office Log in to O2VEND Back Office portal.

  2. Go to Reports Section Click the Reports tab or use shortcut Alt+R to open all reports.

  3. Select “Stock Valuation Summary” Under Inventory Reports, choose Stock Valuation Summary.

  4. Set Filters

    Select your filters:

    • Use Stock as on shows stock details up to a selected date.
    • Branch / Warehouse
    • Product / SKU / GTIN / Category / Brand

    TheStock Valuation Summary Report will display the current stock.

  5. View the Report The system displays values based on Cost, Price, and MRP, along with SKU and quantity.

  6. Export Report Use Export All or Export Current Page to download your data as a CSV file for record-keeping.

Stock Valuation Summary in O2VEND

💡 Tip: Use the export options to save or share inventory valuation data in CSV format.

Stock Valuation Summary in O2VEND

Understanding Report Columns

Column Name Description
Product Name The name of the product available in inventory.
SKU Stock Keeping Unit used to uniquely identify each product internally.
GTIN Global Trade Item Number or barcode assigned to the product.
Brand Brand associated with the product.
Category Category under which the product is classified.
Branch / Warehouse The store or warehouse where the stock is currently available.
Quantity Total number of units available in stock.
Cost Value Total inventory value calculated based on purchase cost (Quantity × Cost Price).
Price Value Total inventory value based on the selling price (Quantity × Selling Price).
MRP Value Total inventory value calculated using MRP (Quantity × MRP).
Valuation Based on Cost Displays stock valuation considering only purchase cost.
Valuation Based on Price Displays stock valuation considering selling price.
Valuation Based on MRP Displays stock valuation considering MRP.
As On Date Date on which the stock valuation is calculated.
Export All Allows exporting the report in Excel or CSV format.

How Stock Valuation Is Calculated

  • Cost Valuation = Quantity × Purchase Cost
  • Price Valuation = Quantity × Selling Price
  • MRP Valuation = Quantity × MRP

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Benefits of Using O2VEND Stock Valuation Summary

  • Accurate Valuation: Real-time insight into stock worth.
  • Multi-Branch Tracking: Compare valuation across multiple locations.
  • Easy Export: One-click CSV report generation.
  • Financial Control: Prevent overstocking and optimize purchasing.
  • Retail-Ready: Designed for both online and offline store operations.

Understand Stock Value for Better Decisions

Use the O2VEND Stock Valuation Summary Report to track real-time inventory value by Cost, Selling Price, and MRP across all branches and locations.

Need Help Understanding Stock Valuation?

Get expert guidance to analyze stock value, inventory costs, and real-time valuation reports in O2VEND ERP.

📊 Visit O2VEND Support