Stock take is the process of counting and verifying the physical stock in your store or warehouse to ensure that it matches the recorded stock levels. This helps identify anomalies, track decreases, and keep accurate stock records.
Stock take in Backstage
To do an Stock take in Backstage, go to → Stock Management → Stock take → New Stock take.
Choose a name for the Stock take, e.g. "Q1 Stock take Count - Main Store", "Year-End Stock take", etc.
Select which staff member will do the Stock take and for which location.
Choose whether you want to do a Partial Stock take or Full Stock take. A full Stock take covers all products with stock management enabled, while a partial Stock take allows you to choose which items or ingredients to inventory.
Tap Create Stock take to continue.
Tap Count Item and enter the current stock. If the specified amount does not match the expected stock, you need to provide a reason for the stock deviation. After you complete the stock count for all products, select Complete Stock take. You can now generate an Stock take report. To later access the report, go to the Stock take → Drop-down menu on the Stock take → Stock take Report.
Want to pause your Stock take and continue later?
No problem! Select Close, the Stock take will then be paused with a status of Started and you can then go back later and complete your Stock take.
Stock take in Yabie Companion
To make an Stock take in Yabie Companion, click on Stock take.
If you wish to create an Stock take list, click on New list, please note that only Store Manager and Owner have access to create an Stock take list.e
Choose a name for the Stock take, e.g. "Q1 Stock take Count - Main Store", "Year-End Stock take", etc.
Scan the items to be included in your Stock take
Tap Done to continue.
To carry out an Stock take, select Stock take and then the Stock take list you wish to complete. You can now manually fill in the number of products, or click Scan. If you click on scan, you will be able to scan your items and thus count how many items you have in stock. If the specified amount does not match the expected stock, you need to provide a reason for the stock deviation.
After you've completed the stock count for all products, select Done.
Want to pause your Stock take and continue later?
No problem! Select Save status, the Stock take will then be paused, and you can then go back later and complete your Stock take.