Inventory Valuation tracks the value of a Practice’s Inventory.
🎓 Inventory Value = The product’s QOH converted to its buying unit multiplied by its buying cost. (QOH/Unit Ratio)*Buying Cost.
Graphs and Charts can be filtered to show:
Location
Date (Summary):
Today
Yesterday
Last week
Last 7 days
Last 30 days
Last month
Last 3 months
Last 12 months
Specific dates
Relative dates
Current day, week, month, quarter or year
Past minutes, hours, days, weeks, months, quarters or year
Next minutes, hours, days, weeks, months, quarters or years
Exclude
Days of the week
Months of the year
Quarters of the year
Hours of the day
Start Date (Details)
End Date (Details)
Inventory Tags (Details)
Product
Priority
There are two main screens within Inventory Valuation; Summary and Details.
Summary
The Summary screen displays the following graphs and charts:
Total Inventory Value: The total inventory value across all of a Practice’s locations.
Inventory Value by Inventory Tag
Inventory Value by Priority: The total inventory value for each product priority. A priority’s inventory value is summed across all selected locations.
Current Inventory Value by Priority: The total inventory value split by product priority. Priority value is summed across all selected locations. This is the inventory value at the current time and will not be affected by date filters.
Inventory Value by Location
Current Inventory Value by Location: The total inventory value split by location. This only displays inventory value at the current time and will not be affected by date filters.
Hovering over any portion of the graphs will display a tool tip which provides a more detailed breakdown and what each part represents, or it will display the specific value on the graph, including the date.
Each of the graphs also contain a 3-dot menu in the top right corner which will allow you to download the results in .csv, .xlsx, .json, or .png file formats.
Details
The Details screen displays the following:
Inventory List
Inventory Value Share
Product Inventory Value
Each column in the Inventory List has a carrot symbol (🔼) that you can use to sort the column in ascending or descending order. In the lower right hand corner, you can advance the page and see more rows of products.
Using the 3-dot menu in the upper right corner of any of the graphs, charts, or Inventory List will allow you to download results in .csv, .xlsx, .json, or .png file format.
Hovering over any portion of a graph or chart will produce a tool tip that will either further break the chart down and show what each portion represents or will display the specific value on the graph including the date.
