How to Run a Stock Valuation Report
Trojan Support User
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22 steps
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38 seconds
Thriveaccounts
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Navigate to <https://app.thriveaccounts.com/> and open the Stock Module.
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Click "Stock Valuation"
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Click "Run Report" to generate the Stock Valuation report. By default this will list the report by product.
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On the left of the report will be the reference code and description for the product,
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and on the right is the amount currently in stock, the cost price, and the total valuation of stock on hand.
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To change the type of grouping the report is presented as, use the report type dropdown.
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Click "Group" to view the report based on the Product Group a product belongs to.
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Here our products are grouped together - those with no product group are at the top,
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and products belonging to a product group are listed out below.
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There is a running total for each group, along with a grand total at the bottom of the report.
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Next, let's choose "Location".
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This will group our report based on the location a product is in.
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Next, let's choose "Supplier".
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This will group our report based on the Supplier of a product.
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We have a number of options for filtering our report - such as a specific Product Group,
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a specific location,
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searching for the Main Supplier,
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choosing a single product,
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Choosing whether or not to include zero balance items,
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filtering up to a set accounting period,
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and choosing whether to value the stock based on the "Standard Cost", or the "Last Cost".
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Lastly, you can export your report to a CSV file or to a PDF using the download icons in the top right.
For any further information on the Stock Valuation Report, please contact the Thrive Support Team.
