Inventory Value report

The Inventory tab tells you what the stock on your shelves is worth now. The table lists each product with its stock, its cost per unit, and its value. The chart above it shows how the total value changed from count to count. The direct link is /reports?type=inventory-value.

The table

The table always shows the current stock. The period selector changes only the chart.

• Stock is the latest balance for the product. A count sets it, and each receipt, waste log or prep after the count moves it.
• Cost / unit is the cost per case divided by the case size.
• Value is the stock times the cost per unit.

The two tiles above the table show Products in Stock and Total Inventory Value. The caption under the table gives the date of the latest stock change it used.

The table leaves out some products:

• Status-tracked products (OK, Low, Out) have no quantity, so they have no value.
• Products you mark as not inventoried are left out.
• Products with a stock of exactly zero are left out. A product with a negative stock stays in the table with a negative value, and it lowers the total. A negative stock usually means a missing receipt or a missing count.
• Archived products are left out unless you turn on Include archived.

Where each cost comes from

Rinvy picks the cost for each product in this order:

1. The weighted average of this year's receipts for the product. Each line counts by the number of cases on it. Shorts, credits and returns are taken out of both the cases and the money at their own price. A credit at the same price as the delivery therefore leaves the average where it was. A price-only credit has no cases, so it does not change the average.
2. If this year's lines add up to zero cases or fewer, the case cost on the product. This includes a product with no receipts this year. The row shows an est. tag. If the product has no case cost either, the row is $0 and still shows est.
3. If the product is made in house and still has no cost, the cost of its recipe. The row shows a recipe tag.

A row with no tag is priced from receipts. See how Rinvy calculates product cost for the full rule.

The trend chart

Inventory value over time has one point for each day with a completed count in the period. If you complete two counts on the same day, the chart shows the later one. When the period ends today, the chart also has a point for now, which matches the table total. That point replaces a count completed today. The period is Last 30 Days by default, because most kitchens count weekly or less often. Days use your restaurant's timezone.

Each point uses the stock from that count and today's cost. The chart shows how your stock level changed, not how prices changed. A product that got more expensive raises every point on the chart, not only the latest one.

Include archived

Archived products are hidden by default. An archived product can still hold stock from its last count. It would add to your value forever if the report included it.

Turn on Include archived to add archived products back. The toggle changes the table and every point of the chart in the same way. If it changed only some points, the chart would disagree with itself. Archived rows show an archived tag.

The Home dashboard always uses active products only. With the toggle on, the report total can be higher than the dashboard.

Export

On Standard and Pro, Export CSV saves the table with the cost source of each row and an Archived column.