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Periodic vs perpetual inventory

Periodic inventory waits for a physical count and derives cost of goods sold as a balancing figure; perpetual inventory updates the stock record after every purchase and sale.

ByHoang TruongUpdated

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With opening inventory of €10,000 and purchases of €40,000, goods available total €50,000. The perpetual system expects €12,500 of closing stock, but a count finds only €12,000, revealing €500 of shrinkage. The periodic system has no expectation to compare against: it computes cost of goods sold as €50,000 minus €12,000, or €38,000, absorbing the loss silently.

Where it fits
SubjectFinancial AccountingCoreTopicInventory & COGSCore

The formula

LaTeX
COGS=I0+PI1COGS = I_{0} + P - I_{1}

Variables

Cost of goods sold ()
Opening inventory ()
Purchases ()
Closing inventory (per physical count) ()

How a periodic system derives cost of goods sold as a balancing figure after a physical count, with no per-transaction record.

Check yourself

PracticeCORE

A business using a periodic inventory system has opening inventory of €8,000 and purchases of €52,000 during the year. A physical count at the year end values closing inventory at €15,000. What is cost of goods sold for the year?

Select an answer to check your understanding.