Hub/Inventory/Inventory Valuation and COGS Report
Task IntentInventory

Inventory Valuation and COGS Report

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What This Sidekick Query Does

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Prompts

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Generate a detailed inventory valuation and Cost of Goods Sold (COGS) report for my Shopify store. I need this for financial reporting and profitability analysis for the period [START_DATE] to [END_DATE].

Please calculate and present the following:


  Current inventory valuation using [VALUATION_METHOD] method (FIFO, LIFO, or Weighted Average):
    
      Total units on hand by product and variant.
      Unit cost for each SKU (from purchase orders or manually entered cost field).
      Extended value (units multiplied by unit cost) per SKU.
      Total inventory value across all locations and by individual location.
    
  
  Cost of Goods Sold for the reporting period:
    
      Total units sold and the cost associated with each sale.
      COGS broken down by product category, collection, or vendor.
      Gross margin per product line: (Revenue - COGS) / Revenue.
      Identify the top [TOP_N] products by gross margin and the bottom [BOTTOM_N] by margin.
    
  
  Inventory movement summary:
    
      Opening inventory value at [START_DATE].
      Plus: purchases and inventory received during the period.
      Minus: COGS, adjustments, shrinkage, and write-offs.
      Equals: closing inventory value at [END_DATE].
    
  
  Flag data quality issues:
    
      Products missing cost information.
      SKUs with zero or suspiciously low cost values.
      Negative inventory quantities that need correction.
    
  
  Provide the report in a format suitable for sharing with my accountant at [ACCOUNTING_FIRM].
  Recommend how to maintain accurate cost data going forward, including supplier invoice integration.

Expected Output

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