Report: Summary Stock Card

Summary Stock Card shows stock movement totals and ending balance in a summarized table. Use it when you need a stock position overview, not document-level audit.

Menu Location and Access

Open Report -> Summary Stock Card. The role must have report access for this page.

When to Use It

Use this report to answer:

Question	Why This Report Helps
What is the beginning and ending stock for selected items?	The result includes beginning stock, stock in, stock out, and ending stock.
Which warehouse has stock for an item?	Results can be filtered by Warehouse.
Which items moved in a selected period?	Use the mutation-only option to focus on items with movement.

Filters and Options

Field / Option	Meaning
Date From / Date To	Required report period.
Warehouse	Optional multi-select warehouse filter.
Display items from the selected warehouse	Limits item selection to selected warehouse stock context.
Item	Optional multi-select item filter.
Sort By	Sorts by Item Name or Item Code.
Transaction Types	Optional movement type filter: receipt, issue, move, or adjustment.
Hiding out of stock products	Hides rows without stock.
Show only the mutations on the selected date	Focuses on rows with movement in the selected period.
Hide voided transaction	Excludes voided transaction impact when active.
Show inactive product	Includes inactive items.
Show detailed product	Adds product detail columns such as UPC/EAN, Description, Item Category Name, and configured item custom fields.

Generate, Print, and Export

1. Fill Date From and Date To.
2. Add warehouse, item, transaction type, or display options if needed.
3. Select Generate.
4. Review the summary table.
5. Use Print or Export to Excel after data is generated.

Practical Example: Daily Warehouse Review

A supervisor wants to review stock position for Main Warehouse at the end of the day.

Step	User Action	Result to Check
1	Select today's date range.	The period matches the daily review.
2	Select Main Warehouse in Warehouse.	Rows focus on the selected warehouse.
3	Keep Sort By as Item Name.	The output is easy to read.
4	Generate the report.	Beginning, in, out, and ending quantities are visible.
5	Export if another team needs a spreadsheet.	The export follows the generated filter.

Use Detail Stock Card instead when you need document numbers, transaction dates, or line-level audit.

Common Problems

Problem	Fix
Date validation appears	Fill both Date From and Date To.
Item list is narrower than expected	Check Display items from the selected warehouse and selected warehouses.
Result is empty	Check date range, warehouse, item, transaction type, and inactive item option.
Print or export button is hidden	Generate a report result first and confirm role access.