IntraVet is unusually good at this. Most systems make you pull one report for what is on the shelf and another for what sold, but IntraVet has a single report that carries both, plus cost and price, over a date range you choose. If you run IntraVet, this is close to a one-report job.
What you actually need
Four columns. Everything else in the report is optional, so do not spend time tidying the rest.
Item name
exactly as your system writes it
Quantity on hand
current units in stock
Unit cost
what you pay your distributor, not the client price
Units sold, one file per month
twelve separate monthly reports, not one twelve-month total
Two optional columns worth grabbing
If IntraVet offers these, leave them in. They cost nothing at export time and they let StockSolve compare what an item should have earned against what it actually booked, which is what separates a vaccine bundled into a wellness plan from a charge that was simply missed. Nothing to map: if the columns are in the file, the engine finds them.
Unit price
the client-facing sell price. Often called Price, Retail, Sell or Charge
Sales revenue
what the item actually booked. Often called Revenue, Extended, Sales or Amount
Which reports to look for in IntraVet
Report names shift between versions, so go by what the report contains rather than by an exact menu label. You are looking for two things:
1Inventory Details, which analyses inventory by date range and shows purchases, sales quantity, on-hand, cost and price together.
2Inventory On-Hand, if you only want a current snapshot with cost, reorder level and price.
Exact steps
Taken from Patterson Veterinary’s own documentation. Menu wording can still shift between releases.
1Run the Inventory Details report. Its selection options are Date Range, Warehouse, Department Code, and print order.
2Set the date range to a single month, then repeat for each of the last twelve months. A single twelve-month range only works in the free audit; the Optimizer needs the months separately, because the month-by-month swings are what seasonality and safety stock are calculated from.
3If your practice uses warehouses, select one location at a time so the cost column prints.
4The output carries Code, Description, Purchases, Sales quantity, On Hand, Cost, Markup and Price, which covers both required columns and the optional price column in one pass.
5For a current snapshot only, run Inventory On-Hand instead. It shows Code, Description, Quantity On Hand, Reorder Level, Reorder Quantity, Cost and Price.
6Export the report to Microsoft Excel from the report screen, then save it as CSV.
Things that trip people up on IntraVet
On the Inventory On-Hand report, cost only prints when there is no warehouse choice or when you have selected a single warehouse. Multi-warehouse practices that run it across all locations lose the cost column entirely.
Sales quantity counts units sold on client invoices inside the date range, and client returns reduce it. That is exactly what the math wants.
Cost is the last unit value saved when inventory was received from a vendor, so it is only as current as your last receipt. If purchase orders are not being received into IntraVet, this number drifts.
Inventory Details also reports purchases, which is a quick way to sanity-check that what went in roughly matches what went out.
Got the export? See what it says.
Upload it to the free audit and find out how much cash is sitting on your shelves. No credit card, and your figures stay in your browser.