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How to View and Value Stock on Hand

This article explains how to generate and customize a stock control report to assess the value of stock on hand.

Accessing the Stock Control Report

  1. Navigate to Tools in your system.
  2. Select Reports.
  3. Choose Stock, then click on Stock Control Report.
  4. Press View to generate the report.

Customizing the Report

  • Set the Date Range:
    By default, the report displays data for today’s date. To view stock data for a previous date:

    • Click on the Date field.
    • Select your preferred date.
  • Adjust the Valuation Method:
    To calculate the value of stock on hand based on the current buy price:

    • Click on Miscellaneous in the left menu.
    • Locate the option Use Buy Price Rather Than Average Cost to Value Stock.
    • Change this setting to Yes.

Viewing the Stock Value

  • Once customized, press View again.
  • The Value on Hand will appear in the top-right corner of the report, displaying the total value of your stock.

Exporting or Printing the Report

You can share the report with your accountant or keep it for your records:

  • Print: Use the print function directly within the system.
  • Export: Save the report in a suitable format for emailing or storing