Stock Evaluation

Summary

The Stock Evaluation screen displays the value of your items in stock.

Details

Viewing Stock Evaluation

  1. Navigate to Utilities > Stock Control and select the 'Stock Valuation' tab.
  2. Ensure you have selected the correct supplier from the drop-down list (this will default to your main supplier). 
  3. Select a treatment type from the left-hand menu, or type in the 'Description' box.
  4. Stock is displayed. This can be filtered using the fields provided.
  5. The stock is displayed with valuation information. The total valuation can be located at the bottom of the page.

Exporting Stock Evaluation

There are two options for exporting the data.

Save Table to CSV = Used to export data into CSV format for all stock items.

Stock Evaluation Report = Generates a PDF document with valuation information for all stock items.

Looking for more information?

Head into our support portal page where you will find various ways you can reach our dedicated customer support team.

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