Inventory Valuation Report

Purpose

Calculates the total inventory value (on-hand quantity × unit cost) broken down by location and vendor. Used for periodic balance sheet reconciliation, insurance valuation, and cost-of-goods reporting. Read-only — no mutations.

Prerequisites

Parameters

Safety

> ℹ️ Read-only skill — no mutations are executed. Safe to run at any time.

Workflow Steps

Inputs: first: 50, active locations only

Expected output: All active location IDs and names

Inputs: first: 250, select sku, inventoryQuantity, product { vendor }, inventoryItem { id, unitCost }, pagination cursor

Expected output: All variants with cost and stock; paginate until hasNextPage: false

Inputs: Batch by inventory item IDs; fetch inventoryLevels per location

Expected output: Per-location quantities for each inventory item

GraphQL Operations

# locations:query — validated against api_version 2025-01
query ActiveLocationsForValuation {
  locations(first: 50, includeInactive: false) {
    edges {
      node {
        id
        name
        isActive
      }
    }
  }
}

# productVariants:query — validated against api_version 2025-01
query VariantsForValuation($after: String) {
  productVariants(first: 250, after: $after) {
    edges {
      node {
        id
        sku
        inventoryQuantity
        product {
          id
          title
          vendor
        }
        inventoryItem {
          id
          unitCost {
            amount
            currencyCode
          }
          tracked
        }
      }
    }
    pageInfo {
      hasNextPage
      endCursor
    }
  }
}

# inventoryItems:query — validated against api_version 2025-01
query InventoryLevelsByLocation($ids: [ID!]!) {
  nodes(ids: $ids) {
    ... on InventoryItem {
      id
      sku
      inventoryLevels(first: 20) {
        edges {
          node {
            location {
              id
              name
            }
            quantities(names: ["on_hand"]) {
              name
              quantity
            }
          }
        }
      }
    }
  }
}

Session Tracking

Claude MUST emit the following output at each stage. This is mandatory.

On start, emit:

╔══════════════════════════════════════════════╗
║  SKILL: Inventory Valuation Report           ║
║  Store: <store domain>                       ║
║  Started: <YYYY-MM-DD HH:MM UTC>             ║
╚══════════════════════════════════════════════╝

After each step, emit:

[N/TOTAL] <QUERY|MUTATION>  <OperationName>
          → Params: <brief summary of key inputs>
          → Result: <count or outcome>

On completion, emit:

For format: human (default):

══════════════════════════════════════════════
INVENTORY VALUATION REPORT
  Total inventory value:  $<amount> <currency>
  SKUs included:          <n>  (of which <n> have no cost)

  By Location:
    Warehouse A          $<amount>
    Warehouse B          $<amount>

  By Vendor:
    Vendor X             $<amount>
    Vendor Y             $<amount>
  Output: inventory_valuation_<date>.csv
══════════════════════════════════════════════

For format: json, emit:

{
  "skill": "inventory-valuation-report",
  "store": "<domain>",
  "total_value": 0,
  "currency": "USD",
  "skus_included": 0,
  "zero_cost_skus": 0,
  "by_location": [],
  "by_vendor": [],
  "output_file": "inventory_valuation_<date>.csv"
}

Output Format

CSV file inventory_valuation_.csv with columns:

variant_id, sku, product_title, vendor, location, quantity_on_hand, unit_cost, total_value, currency

Error Handling

Best Practices