Historic Stock Valuations report

Overview

Find historical stock levels and valuations with the Historic Stock Valuations report.

The Historic Stock Valuations report shows the stock on hand, the carrying value, and the inventory value of each product in your inventory at any point in time.

A product’s stock on hand (SOH) is the number of available units. Its carrying value is what you paid for those units (that is, the sum of their landed costs). Its inventory value is what you could sell those units for (that is, the product’s retail price multiplied by its SOH).

Open and set up the report

Log in to Cin7 Omni.
From the navigation, open Insights.
From the navigation, open Standard Reports—if you can’t see the report, find out how to install new reports.
Under Inventory, select Historic Stock Valuations.
Set End Date to the date at which you want levels and valuations for.
Select Search.

Review the report

You can review valuations and levels for each product, product type, subcategory, and category, as well for your entire inventory.

For SOH, see the SOH column. For carrying values, see the Stock Value column. For inventory values, see the Retail Value column.

FAQs

Why doesn’t Historic Stock Valuations match Stock on Hand Reconciliation?

Don’t expect the values in the Historic Stock Valuations report and the Stock on Hand Reconciliation report to match.

These reports serve different purposes (historical valuations versus monthly reconciliation), gather transactions with different criteria (date that stock moves versus date of invoice), and display different data (line items versus transactions).