Android
Inventory valuation
The three optional review filters include missing valuation details (including entered values without a recorded date), calculated values at their category minimum, and out-of-warranty or unwarranted items with an old or missing valuation date. Multiple filters match any selected reason. Choose all Sites, one Site, or an Area; optionally include only high-risk Things or include categories normally excluded from valuation, such as cars.
The report shows the count and known value of excluded Things. Select sorting and a landscape printable report or CSV download. Entered values take precedence over estimates.
Things without enough information are labelled Needs valuation.
How values are chosen
- An entered current value takes precedence over the calculated estimate. Without one, the app needs enough purchase information to calculate a value.
- The New for old valuation switch in Configuration uses purchase price as an estimate when no current value is entered and the necessary purchase details are available. It does not look up the current retail replacement cost.
- Normal calculated estimates use age, the warranty period where available and the Category minimum retained value. Values are per item and totals multiply by quantity.
Contents and exclusions
- A Category can allow Contents values to add to the parent Thing. Parts costs are excluded from normal valuation. Check the report scope to avoid interpreting a subtotal as the value of the whole inventory.
- Categories normally excluded, such as cars, can be included using the report option. Use the missing or old valuation filters to identify records needing attention.
Still need help? Contact support.