DBD: Inventory Valuation Report

The Inventory Valuation Report calculates the cumulative value of existing inventory by cross-referencing on-hand asset amounts with their most recent active sell prices. It uniquely balances warehouse-side and customer-side counts while simultaneously displaying trailing consumption velocity baselines.

Key Features

Multi-Location Valuation Modeling: Capable of isolating inventory assets stored in the primary distributor warehouse, inventory sitting directly at a customer physical site, or tracking both simultaneously.
Count Cycle Integration: For accounts where physical inventory counts are routinely logged, the system automatically bases on-hand logic on the parameters of the most recent count cycle.
Granular vs. Summary Views: Offers an alternate summary-only version that generates total calculated valuations per customer account without rendering exhaustive individual item details.
Flexible Target Aggregation: Can be cleanly grouped and generated by item, by specific location profile, or rolled up into parent corporate customer groups.

Navigate to: DB Distributor > Print Management > Reports > Customers > Inventory Valuation

Available Sequences

When generating the evaluation, the data can be organized using the following sequence options:

By Customer / Location / Item
By Customer / Item / Location
By Customer Group / Item

Understanding the Report Output

The report columns provide a comprehensive snapshot matching actual on-hand volumes with tracking metrics:

Column Header	Description
Item Code & Description	The unique catalog item identifier code and its system description string.
Current Usage	Consumed quantities recorded within the active reporting cycle.
YTD Usage	Total accumulated usage metrics recorded over the fiscal year to date.
Avg Usg /Month	The baseline monthly velocity average calculated for the product profile.
Last Cost	The most recent active unit sell cost applied to evaluate asset values.
Unit	The defined packaging Unit of Measure (e.g., `CASE` ).
Quantity on hand	The absolute physical stock balance found at the designated warehouse or site location.
Inventory Value	The extended value calculation based on your selected location parameters.
Inventory Status	Internal status tracking designations assigned to the specific inventory line.

💡 Tip: If a customer utilizes manual or milestone-based cycle counts, always confirm that your last physical count has been finalized in the system before running this report to guarantee your Quantity on hand fields match actual warehouse floor reality.