How do I determine the value of my stock? (new workflow)

It is always important to know how many products are in stock. Not only because you need to know how much of a depleted product you need to order, but also to understand the total value of your stock. This article will provide clear instructions to determine what the value of your stock is.

Before you start

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The value of your stock can only be determined if the “cost price” and “list price” have been entered (in Extra > Products > Products > open a product by clicking it):

Step-by-step instructions

    1. Go to Extra > Stock > Stock List.
    2. At the top, click the button Export Stock Count Excel (XLSX).
    3. Once opened in Excel, you will see a list of your products. Scroll to the right to see their value.
    4. Click Enable editing at the top.
    5. Select all the products in column N (“value list price”) or column O (“value cost price”).
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      • List price = the price from your wholesalers’ price list (catalogue price).
      • Cost price = the value of the List price minus the purchase discount you might have agreed upon; it is the price you actually paid your wholesaler.
    6. Hold your left mouse button until all products are selected, they all should appear in grey except the first one you selected.
    7. Once you have selected all your products in column N or O, open the menu option Formulas at the top and click on AutoSum.
    8. The value of the stock appears underneath the last amount in the column.

More about this

Where can I view the stock mutations?

From Extra > Stock > Stock List you can click to go to the Stock List History page for this product. This page will show when there was a change in the stock quantity of this product, which batch it refers to, who made change, what the reason was for the change, and whether the product was incoming or outgoing.

The rolling total should match the number in the “in stock” field in your Stock List.

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Updated on 20 November 2025
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