How to Do Stock Valuation in SwilERP Pharmacy

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 

  1. Go to SwilERP dashboard in Query Section:
    1. Click on Stock Valuation> Stock Valuation Entry .
Stock Valuation Entry

Calculate Stock Value

  1. In the window of Calculating Stock Value:  
    1. Go to the Home  Tab.
    2. Select the Date till which you want to evaluate Stock .
    3. Select the Basis of Generation as in Actual/ Weighted Average/ FIFO/ LIFO. 
    4. Now, Select the most important option Stock Value By  -
      1. Cost Rate.
      2. MRP.
      3. Billing Rate.
      4. Trade Rate.
      5. Purchase Rate.
      6. And Sale Rate. 
  1. Click on the Given Option of Create Data.
  2. There you'll see the details of  Name, Unit, Qty, Valuation Value  of total quantity of a particular Product. 
  3. Save the page with the above given option. 
Note:  If you are selecting a date of 15th May 2022 and value by Cost Rate then, your stock will be evaluated by only 15th of may as per their Cost Rate. 

Create Data

To view Location wise details

  1. While doing valuation of inventory users can view Location wise details:
    1. In the same window, click on the name of Product .
    2. And, you'll view the detail from the below-given list Location wise. 
view Location wise details

How to use Change Parameters option

  1. Users can also change the value of stock in the same window:
    1. Go to the Change Parameters Tab.
    2. Then, you'll see some additional options on the screen -
    1. Valuation Qty.
    2. Valuation Rate.
  1. Edit the details in Qty and Rate which you want to update in Stock. 
  2. Click on the Update Tab.
Change Parameters

Filter your Products

  1. Users can also Filter their products with the above-given option. 
  2. And, select the Details which they want to view. 
Filter your Products
Note: Don't forget to save this page to view the Valuation Report  



      • Related Articles

      • Tax Wise Stock Valuation Report

        How to View Tax Wise Stock Valuation Report in SwilERP (RetailGraph) Stock valuation determines a stock's current worth at a given period. After doing Stock Valuation, users can generate the Tax Wise Stock Report. This report shows every detail, such ...
      • Process to Email Stock Valuation Report

        How to Email Stock Valuation Report in SwilERP (RetailGraph) The stock valuation report in SwilERP software helps manage inventory data and assess stock value in terms of overvaluation, undervaluation, or market price. Users can access this report ...
      • Calculate Stock/Inventory Value

        How to Calculate Stock Value in SwilERP (RetailGraph) Software What do you mean by Stock/Inventory valuation? The process of calculating the value of goods or materials owned by a company or available for sale in a store at a particular time or the ...
      • Min/Max Stock Valuation Report

        How to view Min/Max Stock Valuation Report in SwilERP Overview If the quantity exceeds the maximum level limit then it will be overstocking and that is called maximum stock. The minimum level shows the lowest figure of stock balance. If stocks are ...
      • Update Rate and Valuation

        How to Update Rate and Valuation Settings in the System Default Window in SwilERP (RetailGraph) The System Default Window in SwilERP software provides access to Rate and Valuation settings for Sales and Purchase transactions. Users can set formulas ...