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Stock value

Value your stock on any date — each article's quantity, purchase price and total — and export the valuation as a PDF.

Stock value tells you what your inventory is worth. It multiplies each article's quantity by its purchase price to give a total per article and a grand total — as of the date you choose. This is the figure you need for a year-end inventory valuation.

Open the report

Go to Statistics → Articles → Stock value. The grid shows, per article:

  • Article — the article name.
  • Manufacturer — the producer.
  • Amount — the quantity in stock on the chosen date.
  • Purchase price — the unit purchase price.
  • Total — amount × purchase price.
  • Currency — the currency of the values.
The Stock value grid with the valuation date picker and the export button.
The Stock value grid with the valuation date picker and the export button.

Choose the valuation date

Set the date to value your stock as it stood on that day — Vinosoft reconstructs the quantities from the stock movements up to that date. Leave it on today for the current value. You can also narrow the report to a single article.

Export the valuation as a PDF

The PDF export runs in the background so a large valuation doesn't hold up the screen:

  1. Click Export (PDF). Vinosoft starts the report and returns a process reference.
  2. It prepares the file in the background. The screen polls the status for you.
  3. When the file is ready, it downloads automatically as a PDF titled Inventory value with the report date.

The PDF lists each article's manufacturer, amount, purchase price and total, and prints the summed amount and total at the bottom, with page numbers.

Related: Inventory (stock-take) (the physical stock behind these values), Stock movements (the movements that build them up), Statistics.

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