As your products get sold, Abacus will automatically calculate how much stock is left - provided you have set up your stock information in the first place!

Most of the advance stock management features can only be found on the backend, however you are able to do the following functions on the front end (POS):

  • Mark "stock" items
  • Stock in
  • Stock out
  • Stocktake
  • Wastage
  • Transfer stock

Your stock reports will be found on the backend.

Stock Management

In order to manage your stock, you will need to mark an item as "stock".

You can only mark items as stock one at a time. This can only be done on the Master POS.

  1. Go to Products

2. Press the pencil icon on the right of an item

3. Tick Stock Item under Stock Management to mark an item as stockable
4. Tap Update to save changes

Stock Management

Via Product Details

  1. On the same page, tap Stock to open the Stock Management window, which will show your current stock number. This is where you will perform stock management actions such as stocking in and out.

2. Tap outside the window to close it.

Via Point of Sale screen

You can also open the Stock Management window via your Point of Sale screen.

  1. Press and hold a product on your menu

2. The Product Details popup will appear, where you can see your stock number under the product photo.

3. Press STOCK

All products that are not "Stock" will have a "Waste" button instead, as you can still record wastage for non-stock items

4. The Stock Management window will open, from which you can perform several stock functions.

Stock management at a glance

All stocking procedures follow the same process:

  1. Select your stock management action (stock in, stock out, etc.)
  2. Enter the quantity of the stock
  3. Press Submit

Stock In

When you launch the Stock Management window, you'll already be in the Stock In function tab by default.

  1. Enter the quantity you want to stock in
  2. Tap Submit

Stock Out

  1. Tap Stock Out
  2. Enter the quantity you want to stock out
  3. Press Submit

Stocktake

  1. Tap Stocktake
  2. Enter the quantity you have in stocktake
  3. Press Submit

Wastage

  1. Tap Wastage
  2. Enter the quantity that has been wasted
  3. Press Submit

By default, your Current Location will be selected for stock in, stock out, stocktake, and wastage. Your Current Location is set in Settings > Device Options.

If you want to transfer stock, you'll need to know about other Locations...

Sites and Locations

Before getting into Transferring, let's talk about Sites and Locations.

Each store you have using Abacus is a Site. Within a single site, you may have several Locations, which are created in the backend.

Note: It is not necessary to have multiple locations or sites! If you just have 1 store, you can skip down to the Reporting section of this article.

If you haven't set up any locations, a default location will be created for you, so when you're stocking in, stocking out, and recording wastage, you'll be stocking in and out of somewhere.

If you've already set up locations, you'll be able to see these when you press the arrow.

Press another site name to select that location for any stock management option.

By default, your Current Location will be selected for stock in, stock out, stocktake, and wastage. Your Current Location is set in Settings > Device Options.

Transfer stock (same site)

  1. Tap Transfer
  2. Select the Location you want to transfer stock to
  3. Enter the stock number to transfer
  4. Tap Submit

Transfer stock (different site)

  1. Tap Transfer
  2. Tap the Site you want to transfer stock to
  3. A list of the Site's locations will expand. Select the Location
  4. Enter the stock number to transfer
  5. Tap Submit

Reporting

All of your Stock Management reporting can be found on the backend.

  1. Go to Stock Management > Stock Level

You will see all your stock products with their current quantity for each location.

2. Click the pencil button of a stock product to access your stock management history.

See also:

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