Stock take is the process of counting and verifying the physical inventory in your store or warehouse to ensure that it matches the recorded stock levels. This helps identify anomalies, track decreases, and keep accurate inventory records.
To do an Inventory, go to Backstage → Stock Management → Stock take → New Stock take.
Choose a name for the Stock take, e.g. "Q1 Stock take - Main Store", "End of year - Stock take", etc.
Select which staff member will do the Stock take count 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 include in the Stock take.
Tap Create Inventory to continue.
Tap Count Item and enter the current inventory. If the specified amount does not match the expected inventory, you need to provide a reason for the inventory deviation. After you complete the count for all products, select Complete. You can now generate a 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.