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Stock card

 

When viewing the Stock card, it is recommended to select criteria to limit your overview. Otherwise, the stock card will be displayed for all items and for all warehouses.

In the right corner of the command line, you can find the Print button. It offers saving and printing out predefined reports, depending on your settings in Report types in PANTHEON; this means that PANTHEON WEB Light directly uses reports from PANTHEON.

To prepare the report, select the criteria in the header to define which data you want in your report. You can use the Tab key to move between the fields.

Type of overview

Stock card displays an overview for one item only.

Warehouse

View stock for all warehouses or only for a selected warehouse (select from the drop-down menu).

Item type

Select item type.

Document types

Select document types for which you want the stock card.

Item

Select item or enter item code for stock card.

Subject

View stock by buyer/supplier from the issuing, receiving or transfer document.

Date from

Starting date of tracking turnover on the stock card (current date by default).

If you do not enter the date from, the stock card will show the entire history of this item. If you enter the date, the entire turnover for a certain item before the selected date will be displayed as the starting balance, whereas the document date will be seen as a set of 9 zeros.

Date to

Ending date of tracking turnover on the stock card (current date by default).

 

 

The list enables filtering entries by condition in the following columns:

(Preview)

Clicking on Preview opens a PDF view of the document on the right-hand side of the screen.

Document

Unique document number.

Date

Datum of creating the document

Warehouse

View stock for all warehouses or only for a selected warehouse (select from the drop-down menu).

Item

Item code from the Items register.

Name

Item name from the Items register.

Subject

Buyer or supplier for whom the document was issued.

Receive

The receiving quantity on the document.

Issue

The issuing quantity on the document.

Stock

Stock of the item in the selected warehouse.

U/M

Unit of measurement from the Items register.

Price

Item price in the moment of item issuing/receiving (valuation price).

Value

Value of stock in the moment of issuing/receiving.

 

 

 

 

 

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