Stock Evaluation Enhanced (1214 onwards)

Originally written by John Hardwick, last updated Mar 26, 2026, on the Swan Retail knowledge base (FRS).

Part of: Stock Reports

The enhanced version of the stock evaluation report uses the locations ‘current promotion’ prices to show the potential value if sold at full value using today’s selling price per stock item held within the specified location(s) collated by product group and show free to sell, sold or both categories of stock.

This report enables the operator to choose a location(s) for the report and whether to group by bay, filtering by supplier or product group.  Item sold and paid for but still in stock can be omitted from the evaluation

A location restricted version of this report is available.   The unrestricted version shows the bays linked to the selected locations and allows the operator to choose, the restricted version forces manual entry of the bays but limits the operator to those locations visible to the user.

It is important to note that totals in this report omit customer paid for stock, which means that an inaccurate average stock value per SKU can be obtained if manually calculated.

• The Summary option offers a with or without options filter.

Selection Criteria

Run time choices, user selectable.

• Restricted Stock Location(s)

• Bay / Storage Area(s)

• Sales Departments, Level 1 to 3

• Group By Location

  • Yes / No

• Include

  • All Stock / Sold Stock Only / Free to Sell Stock Only

• Group By

  • Supplier / Product Group Description / Product Group Code / Sales Dept 1 Sales Dept 2 / Sales Dept 3 / Sales Dept 1 & 2 / Sales Dept 1, 2 & 3

• Search Code (Product Group or Supplier)

• Format

  • Summary No Options / Summary with Stock Options / Detail

• Show Stock Values for full paid orders

  • Show All / Exclude Costs & Selling / Exclude Selling Prices / Exclude Cost Prices

Print Sequence

As indicated by blue numbered squares in the report example.

1 Stock Holding Location (Where selected)

2 Bay / Storage Area

3 Group Selection

4 SKU

Report Totals

As indicated by yellow numbered squares in the report example.

1 SKU (Detailed only

2 Group by Selection (Where selected)

3 Bay / Storage Area

4 Stock Location

5 Report

Printed Fields

Fields printed on the report.

• Stock Location (Where Selected)

• Bay / Storage Area

• Group by Selection

• SKU

• Stock Detail ID (Detail Mode Only)

• Supplier / Vendor

• Range / Collection

• Product Description

• Product Options (Where Selected)

• Quantity

• Cost

• MRP

• Selling Price

• Sales Order Number (Detail Mode Only)

• Payment Status (Detail Mode Only)

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