The stock value report in Workshop Software helps you review and analyse your stock value data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
The Stock Value report will give you a list of all the products you currently have in stock and the value of that stock. The report shows;-
- Item code
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- Product description
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- Qty on hand
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- Cost
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- Total cost
2. Click on the down arrow icon to the far right of the blue Stock Reports menu to expand the menu;
3. Click on the ‘green printer’ icon to generate the report, it will open in a new tab and you can then print it;
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
Frequently Asked Questions
Can I filter the stock value report by date range?
Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.
Will this change affect existing invoices that already include this product?
No. Existing invoices and job cards retain the product details as they were at the time the invoice was created. This change only applies when the product is used on future invoices.