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How to Calculate Total Inventory Value Using Trial Balance Reports and Filter by Branch or Warehouse

Here’s how to find your inventory value easily using the Account Statement report.

Steps

  1. Go to Reports

  2. Select Account Statement

  3. In the Account Name field, select Inventory Account

  4. Select the time period you want to view

  5. If you want to find the inventory value for a specific branch or warehouse:

    • From the Filter Type option, select Branches and Warehouses

    • Select the warehouse name

  6. Click Search and view the results

Important Notes

  • The report displays inventory value based on recorded transactions and includes sales invoices, purchase invoices, inventory count operations, and inventory transfers.

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