Ingredient Inventory Summary Report

By Jana | Updated

Please note that when the costing method (Average, FIFO, LIFO) is changed on an item, Inventory information on the Product/Ingredient Inventory Summary Reports gets reset. This means that in addition to resetting the Cost and Qty of the item, the historical data for the item on the Product/Ingredient Inventory Summary is also reset. However, this does not affect Product/Ingredient Inventory Log report.

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


The starting inventory of the ingredient at the time.


Setting the amount of inventory done from the Inventory tab.


How much was added to the ingredient inventory.

Transfer (In/Out):

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


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

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