You can export NetSuite Inventory Valuation Summary to Google Sheets with daily automation using multiple methods that ensure your inventory values sync with daily precision.
This daily sync ensures your inventory valuation data remains current for financial reporting, analysis, and decision-making with real-time monitoring capabilities.
Set up daily inventory valuation exports using Coefficient
Coefficient enables automated NetSuite Inventory Valuation Summary exports with advanced features like historical valuation tracking and multi-location consolidation.
How to make it work
Step 1. Choose your inventory valuation method.
Use Saved Search Approach if you have existing Inventory Valuation Saved Searches (includes quantity on hand, average cost, and total value), Records & Lists Method for direct item access with more flexibility, or SuiteQL Query Solution for advanced customization with custom valuation methods.
Step 2. Set up Records & Lists for flexible valuation.
Import from “Items” list with inventory fields including quantity on hand, average cost, location quantities, reorder points, and preferred stock levels. Calculate valuation in Google Sheets for more flexibility than standard reports.
Step 3. Build advanced SuiteQL for custom valuation.
Create comprehensive inventory queries: SELECT item.itemid, item.displayname, inventorybalance.location, inventorybalance.quantityonhand, inventorybalance.averagecostmli, (inventorybalance.quantityonhand * inventorybalance.averagecostmli) as total_value FROM item INNER JOIN inventorybalance WHERE inventorybalance.quantityonhand > 0 ORDER BY total_value DESC
Step 4. Configure daily automation and advanced features.
Set daily schedule with early AM timing, enable auto-refresh for continuous updates, add email notifications for valuation changes, and implement historical valuation tracking, inventory aging analysis, and slow-moving inventory identification.
Maintain current inventory values automatically
Daily inventory valuation sync enables real-time monitoring, automated exception reporting, and integration with purchasing workflows for better decision-making. Start automating your inventory valuation exports today.