Ingredient Inventory Summary Report

By Jana

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The Ingredient Inventory Summary is a complete history of all ingredients used by a business. 

Viewing the Ingredient Inventory Summary

  1. Tap the Report icon.
  2. Tap the Other Report tab to view a drop-down menu of available reports.
  3. Select Ingredient Summary from the drop-down menu to open the Ingredient Inventory Summary.

Filters and Options

Use filters to easily find and display information. Available filters include:

  • Product Class - Filters the log based on the product class selected from the Product Class drop-down field.
  • Vendor - Filters the log based on vendor selected from the Vendor drop-down field.
  • Date Range - Filters the log by a date range selected from the Date Range drop-down field. This will display the inventory from the start date along with changes made to the inventory by the end date. For the example, the starting inventory begins at 6 units on 3/01. There was a usage of 2 on 3/10, and 1 on 3/31. This brings the end quantity to 1 (refer to the illustration below).

  • Search Field - Filters and displays an ingredient by name, barcode, SKU, or BIN.
  • Display Hidden Inventory - Select this option to display ingredients that are not tracked.
  • Show Details - Select this option to display all available columns in the inventory.
  • Display by Primary Stock Unit - Displays ingredient inventory by the primary stock units. For example, if the primary stock unit for beer is “Case” and 1 case = 32 bottles, instead of showing starting inventory as 32 units, 1 us displayed.

Red = no primary stock unit; Black = using primary stock units

 

Key Terms

Starting:

The starting inventory of the ingredient at the time.

Adjust:

Setting the amount of inventory done from the Inventory tab.

Received:

How much was added to the ingredient inventory.

Transfer (In/Out):

Displays how much ingredients were transferred out and in from different establishments.

Usage/Return:

Usage of ingredients that are associated with products, and returns are returns of the item (used in retail).



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