This guide provides a straightforward method for generating the Category Valuation Report, essential for understanding the wholesale and retail value of your inventory by category. By following the simple steps outlined, users can easily access and download the report in various formats, facilitating better inventory management and decision-making.
1. Click on the “Reports” tab on the left hand side of the screen.
2. Click on the “Product Reports” button.
3. Click the Report Type dropdown and select ‘Category Valuation Report (Wholesale & Retail)’.
4. Next, select the Location you want to generate a report for.
Click The “Get Report” Button.
5. You’ll now see the Category Valuation Report (Wholesale & Retail).
This report displays the wholesale & retail value of your inventory in a category.
You can copy it or download the file as a CSV, Excel, or PDF.
