shopify-admin-inventory-valuation-report

name	shopify-admin-inventory-valuation-report
role	merchandising
description	Read-only: calculates total inventory value (quantity × cost) per location and per vendor for accounting and insurance.
toolkit	shopify-admin, shopify-admin-execution
api_version	2025-01
graphql_operations	["inventoryItems:query","locations:query","productVariants:query"]
status	stable
compatibility	Claude Code, Cursor, Codex, Gemini CLI

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

• Authenticated Shopify CLI session: shopify store auth --store <domain> --scopes read_products,read_inventory
• API scopes: read_products, read_inventory
• Unit costs must be set on inventory items for accurate valuation (variants without cost are included at $0)

Parameters

Parameter	Type	Required	Default	Description
store	string	yes	—	Store domain (e.g., mystore.myshopify.com)
breakdown	string	no	both	Breakdown level: location, vendor, or both
include_zero_cost	bool	no	true	Include items with no cost set (shown as $0)
format	string	no	human	Output format: human or json

Safety

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

Workflow Steps

1. OPERATION: locations — query Inputs: first: 50, active locations only Expected output: All active location IDs and names

2. OPERATION: productVariants — query 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

3. OPERATION: inventoryItems — query Inputs: Batch by inventory item IDs; fetch inventoryLevels per location Expected output: Per-location quantities for each inventory item

4. Calculate: for each (variant, location) pair: value = quantity × unit_cost; aggregate by location and vendor

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_<YYYY-MM-DD>.csv with columns: variant_id, sku, product_title, vendor, location, quantity_on_hand, unit_cost, total_value, currency

Error Handling

Error	Cause	Recovery
THROTTLED	API rate limit exceeded	Wait 2 seconds, retry up to 3 times
No unit cost set	Variants without cost data	Include at $0, flag in report
No active locations	Store has no locations configured	Exit with error

Best Practices

• Run at month-end for balance sheet reconciliation — compare with your accounting system to identify discrepancies.
• Items with no cost set will appear as $0 and understate total value. Use the output to identify and fill cost gaps before the next run.
• For insurance purposes, use the total value as the minimum replacement cost baseline — add a markup for retail pricing if required by your policy.
• Pair with dead-stock-identifier to understand what portion of your inventory value is tied up in slow-moving stock.