To manage your stock, go to Stock Management > Stock Level to see your stockable items

Note: Only items that you have marked as stock items (Products > Product Details > Stock Management) will appear here. 

Note: If you want to manage ingredients as stock, you must create and assign them first, see How do I create and assign ingredients?

The Stock Management page is where you will handle all stock transactions. The page shows a list of all products and their stock information, such as total stock quantity and available quantity. Stock quantity is the number actually in your stock locations, whilst available quantity is stock quantity minus the number waiting for dispatch (e.g. from online ordering).

Low stock items are highlighted in red. Low stock items are items with stock quantity below the safety stock number, which is set in the Product Details page under Stock Quantity.

You can drop down a product's stock quantity in each location by clicking the arrow button (^) to the left of a product.

View a product’s stock information

To view a product's stock information, click the Edit (pencil) button to the right of a product in the Stock Management page.

This will take you to the Stock Details page, where you can see the product's stock information, transaction list and associated Locations.

Perform stock transactions

To perform stock transactions, scroll down Transaction List in the Stock Details page.

To increase the product's stock quantity, click Add Stock In Transaction. In the popup, select the Location, enter the stock in amount, then click Save.

To decrease the product's stock quantity, click Report Stock Out Transaction. In the popup, select the Location, enter the stock out amount, select a status, and click Save. The status reflects why you are reporting this stock out transaction, e.g. the stock can't be used because it's expired.

When you perform stock in/out transactions, the transaction will appear under Transaction List.

Note: You can also perform stock in transactions in the Stock Management page by clicking the add button (+) to the right of a product.

Bulk Import Stock

Import stock numbers in bulk either by performing a Bulk Stock In or a Bulk Stocktake Import.

Bulk Stock In

  1. Create a CSV file 
  2. Enter the headers in the first row: "Product Code" and "StockIn"
  3. Enter the corresponding stock data in the rows underneath
  4. Save as a CSV file 

7. Go to POS Settings > Bulk Import
8. Import the CSV file as a Product CSV file 

Bulk Stocktake Import

  1. Create a CSV file 
  2. Enter the header in the first row: "Product Name", "Product Code", "Location", "Stock Quantity", "Available Quantity", "Total Stock Quantity", "Total Available Quantity".
  3. Enter the corresponding stock data in the rows underneath
  4. Save as a CSV file 

5. Go to Stock Management > Stock Management
6. Import the CSV file via Stocktake Import

Export Stock Information

To export the stock information, click Export in the Stock Management page to download a csv file.

Create Low Stock Purchase Orders

To create low stock purchase orders, click the Low Stock Purchase Order in the Stock Management page.

This will generate an order in the Ordering Form page containing all the low stock items (highlighted in red in Stock Management page). The order quantities for each item is determined by that product’s Safety Stock number (which you can manually adjust if required).

E.g. If safety stock = 5 and stock quantity = 4, then order quantity = 1.

When you are satisfied with all the order quantities, click Submit.

When you submit the order, purchase orders per supplier will be automatically generated according to the supplier attached to each product you ordered (internal suppliers). If any products you ordered do not have suppliers attached in the system (external suppliers), then there will be a purchase order containing all such products with no supplier displayed. All purchase orders generated in this way can be viewed in the Purchase Orders page.

Note: Before you submit the ordering form, is it advisable that you keep the form per Location, i.e. only have order quantities for products that will be stocked into the same Location (then repeat for the next Location). Otherwise, you won't be able to stock in straight from the purchase orders.

See also:

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