Inventory Valuation rolls up your stock by category so you can see which categories carry the most value at cost and retail.

Go to Reports > Inventory > Inventory Valuation.

Summary: total cost value, total retail value, potential margin (the gap). The category table shows for each category: product count, total qty, cost value, retail value, and percent of total inventory by cost.

Use this report when

  • Reviewing inventory mix - are you over-weight in any category?
  • Doing year-end valuation
  • Showing a banker or accountant your asset position
  • Comparing your current category split against where you want it

For per-product detail, use Current Inventory. For value tied up specifically in slow movers, use Dead Stock.