In ProcureDesk, you can easily export inventory valuation data to track and analyze your inventory values. This guide will walk you through the steps to download the inventory valuation report.
Prerequisites
Access to the Inventory module in ProcureDesk.
Permission to download inventory reports.
Step-by-Step Instructions
Navigate to the Inventory Module
Ensure you are logged into your ProcureDesk account and have the necessary permissions.
From the main dashboard, locate and click on the Inventory tab in the left-hand menu.
Click on Inventory Valuation
Within the Inventory section, look for and click on Inventory Valuation to view the data.
Download the Report
On the Inventory Valuation page, click the Download Report button located at the top right of the screen.
The report will be downloaded in the CSV format.
You can also download the data in Excel format by clicking on the "Excel" option.
FAQs
How often should I download inventory valuation reports?
It's best to download inventory valuation reports monthly or quarterly to stay on top of inventory changes.
If you encounter any issues during the process, please contact ProcureDesk support for assistance.