Do Stock Valuation
How to Do Stock Valuation in SwilERP
What is a stock valuation?
Stock Valuation
is a Part of Managing Inventories, users can easily do inventory valuation in
SwilERP
. Stock valuation is essential because it can identify whether a stock is overvalued, undervalued, or at market price. It can be used to analyse your business, run the business and, most importantly, manage your inventory.
Stock valuation is important for a business because it can be used to identify whether a stock is valued by Cost Rate, MRP, Billing Rate, Trade Rate, Purchase Rate, and Sale Rate. You can select any option for valuation of stock, a
fter
Valuation of Stock
users can also view Reports of different types.
This is a Process for Valuation of Stock
-
Go to SwilERP dashboard in Query Section:
-
Click on
Stock Valuation> Stock Valuation Entry
.
Calculate Stock Value
-
In the window of Calculating Stock Value:
-
Go to the Home Tab.
-
Select the Date till which you want to evaluate Stock .
-
Select the Basis of Generation as in Actual/ Weighted Average/ FIFO/ LIFO.
-
Now, Select the most important option Stock Value By -
-
Cost Rate.
-
MRP.
-
Billing Rate.
-
Trade Rate.
-
Purchase Rate.
-
And Sale Rate.
To view Location wise details
- While doing valuation of inventory users can view Location wise details:
-
In the same window,
click
on the name of
Product
.
-
And, you'll view the detail from the
below-given
list Location wise.
How to use Change Parameters option
- Users can also change the value of stock in the same window:
-
Go to the
Change Parameters
Tab.
-
Then, you'll see some
additional options
on the screen -
- Valuation Qty.
- Valuation Rate.
- Edit the details in Qty and Rate which you want to update in Stock.
- Click on the Update Tab.
Filter your Products
-
Users can also
Filter
their products with the above-given option.
-
And, select the
Details
which they want to view.
Note: Don't forget to save this page to view the Valuation Report
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