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Stock Management Overview
Stock management covers the tracking, control, and optimization of stock across your operation.
It ensures accuracy, minimizes wastage, and supports smooth purchasing and production processes.
Stock functions in the system include managing Stock Items, Suppliers, Recipe Cards, Inventory, Purchase Orders, Stock Receipts, Stock Returns, Stock Transfers, Stock Adjustments, Stocktakes, Configuration settings, Breakdowns, Stock Categories, Measurement Types, and Stock Charge Types.
This document provides an overview of how to configure, track, adjust, transfer, and monitor stock effectively, with links to detailed guides for each step.
1.Configuration
Start by configuring the key settings that define how your stock system works. In this section, you’ll set up Breakdowns, Stock Categories, Measurement Types, and Stock Charge Types to ensure accurate tracking and reporting.
2.Create Stock
Before you can start tracking and managing inventory, you’ll need to set up your core stock records. This section covers how to create Stock Items, add Suppliers and build Recipe Cards to link your ingredients to your production and sales processes.
- Stock management
The Stock Management tools help you track the movement of stock in and out of your business. Use these features to handle purchases, transfers, returns, adjustments, and regular stocktakes to keep your inventory accurate and up to date.
4.Stock Reports
The Stock Reports provide detailed insights into your inventory, sales, and stock movements. Use these reports to track stock levels, monitor transactions, and analyze costs and financial performance across your business.
- GL Sales Report - Provides a detailed breakdown of sales and stock item costs by GL account code, location, date, and type, offering a clear view of financial performance including COGS.
- Stock Items - Provides a simple list of all the stock items with details of the stock Name, SKU/Barcode and Measurement Type.
- Stock Item Export - The Stock Item Export report provides a list of all the stock items and attributes that the system has recorded.
- Stock On Hand - Provides a detailed view of current inventory levels, including item names, categories, SKUs and breakdown components. With insights into low stock warnings and surplus quantities across locations, this report helps venues monitor and manage inventory to prevent shortages or overstocking.
- Stock Transactions - Provides a detailed log of all stock movements including transaction types, quantities, costs and associated items. With comprehensive data on stock categories, SKUs and user actions this report enables venues to track inventory changes, control costs and maintain accurate stock records.