Stock Card

The Stock Card displays “Purchase” and “Issue” transactions for a specific product at the selected location since the beginning of the current open Post period. The report includes all completed transactions and any incomplete, in-process transactions for the open period. Report details include the Beginning Quantity (for the open period), the current On-Hand, and Available quantities, the product’s Min & Max Par values, and the current Inventory Cost. The report also displays a summary of all Purchases (reconciled and incoming orders and transfers) and a summary of all Issues (reconciled, in transit, and picklisted orders and transfers).

Menu Paths: Net-Chef > Inventory: Reports > Stock Card
Menu Paths: Net-Chef > Reports: Inventory > Stock Card

Transactions Included: Vendor Orders, Vendor Returns, Commissary/Customer Orders, Location Transfers

Report Controls

Location: Defaults to the current location but can select any location associated with the user

Product: Can select any active Location Product for the selected location {Note}: Displays both the Product Number and Name.

Funnel (Filters): Transaction #, Transaction Source/Destination, Quantity, Date

Printer (Export): PDF, Excel, CSV formats

The bottom portion of the report is divided into two sections, Purchases and Issues. The two sections are then divided into a total of six sub-sections, which show a breakdown by transaction status.

Click the Expand ( V ) or Collapse ( ^ ) controls at the right of a section header to show/hide the details for the desired section.

Purchases

Reconciled – Shows how many units of the selected product have been received and reconciled. The columns represent the Transaction Number, Vendor/Location Name, Reconcile Date, and Reconcile Quantity.
On Vendor Order – Shows how many units of the selected product have been ordered but have not yet been received (reconciled). The columns represent the Transaction Number, Vendor/Location Name, Reconcile Date, and Order Quantity.
Incoming Location Transfers – Shows how many units of the selected product have been transferred from other locations but have not yet been received (reconciled). The columns represent the Transaction Number, Source Location, Transfer Date, and Transfer Quantity.

Issues

Reconciled – Shows how many units of the selected product have been issued or transferred on reconciled transactions. The columns represent the Transaction Number, Customer/Location Name, Reconcile Date, and Reconcile Quantity.
In Transit – Shows how many units of the selected product have not yet been final reconciled. The columns represent the Transaction Number, Customer/Location Name, Invoice Date, and Invoice Quantity.
On Customer Order – Shows how many units of the selected product have been picklisted but have not yet been invoiced. The columns represent the Transaction Number, Customer/Location Name , Expected Delivery Date, and Order Quantity.