Workflow · Stock and products · Opening soon

Inventory valuation report

Use your NetSuite inventory valuation export to value stock by item and warehouse at average cost. Then total the result by category.

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Someone typed

“value our inventory on hand by item and warehouse at average cost and total it by category”

The agent read it as

Value my inventory on hand by item and warehouse at average cost and total it by category from NetSuite Inventory Valuation.

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

File

NetSuite Inventory Valuation

CSV export · 16 rows

Step

Value stock and total by category

Step 1

Result

Inventory Valuation by Category

16 rows

Schedule

Runs when you say

Proposed

File
NetSuite Inventory Valuation
CSV export · 16 rows
Step
Value stock and total by category
Step 1
Result
Inventory Valuation by Category
16 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 16 rows came out.

Download NetSuite Inventory Valuation sample (16 rows)NetSuite: Reports > Inventory/Items > Inventory Valuation > Customize > Export - CSV

What you get back

The result of that run, the rows to look at first.

Inventory Valuation by CategorySample data16 rows

Item	Warehouse	Category	Inventory value	Category total	On Hand	Average Cost
Cedar Soap Bar	east_dc	Finished Goods	862.50	4,458.90	250	3.45
Cedar Soap Bar	central_dc	Finished Goods	621	4,458.90	180	3.45
Echo Candle 8oz	east_dc	Finished Goods	841	4,458.90	145	5.80
Echo Candle 8oz	central_dc	Finished Goods	696	4,458.90	120	5.80
Nova Diffuser	west_dc	Finished Goods	793.60	4,458.90	64	12.40
Nova Diffuser	central_dc	Finished Goods	644.80	4,458.90	52	12.40
Aero Bottle 750ml	east_dc	Packaging	285.60	1,396.20	420	0.68
Aero Bottle 750ml	central_dc	Packaging	214.20	1,396.20	315	0.68
Aero Bottle 750ml	west_dc	Packaging	122.40	1,396.20	180	0.68
Luma Label Roll	east_dc	Packaging	115.20	1,396.20	960	0.12
Luma Label Roll	west_dc	Packaging	88.80	1,396.20	740	0.12
Pine Gift Box	central_dc	Packaging	570	1,396.20	600	0.95

16 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you value inventory on hand by item and warehouse?

Export your NetSuite Inventory Valuation report, then use it as the input file. The workflow values stock at average cost by item and warehouse, then totals it by category. You get a clean inventory valuation by category table.

How it works

How to use the Inventory Valuation by Category workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Inventory Valuation by Category: questions

What export should you use?

Use the NetSuite inventory valuation export, or any spreadsheet-style export with item, warehouse, quantity, cost, and category fields.

What happens to rows that do not match the rules?

Rows that do not match a rule stay out of that step's output. You can review them, then adjust the rules if needed.

How do you change the rules?

Edit the rule text in plain words, like which items to include, how to group warehouses, or which categories to total. Then run the workflow again on a new export.