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Valuation by Location

The Valuation by Location report displays inventory quantities and values by location for the selected audit period. It compares previous and current values to help review stock movement, valuation changes, and inventory distribution across the business.

Written by Bernard Treacy

Steps:

1. Select “Reports”

2. Select “Valuation by Location”

3. Select the relevant “Period”

4. Review the report data:

- Location Name

- Previous Quantity

- Current Quantity

- Quantity Difference

- Previous Cost

- Current Cost

- Cost Difference

- Percentage Contribution

5. Review the Location Totals

6. Review the overall Grand Total

7. Use:

- Export to PDF to download a PDF version of the report

- Export to Excel to download the report in Excel format

Note:

• The report groups inventory values by location for the selected audit period.

• Quantity and Cost Difference values highlight increases or decreases between audit periods.

• Positive values are displayed in green and negative values in red to assist with variance identification.

• The Percentage column displays each location’s contribution to the total inventory

valuation.

• Large variances may indicate stock movement, transfers, counting discrepancies, or purchasing fluctuations.

• Locations with no inventory movement may display zero values for quantity and cost differences

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