Inventory

• Stock levels

  Current stock of ingredients, finished products and sub-recipes, minimum stock, low stock alerts and the purchase planner.

  In this article: The inventory view · Item types and tabs · Adding items · Changing the stock · Receiving goods from a purchase invoice · Adjustment reason and recent adjustments · Expiry dates · Low stock on the dashboard and the purchase planner · A shopping list to tick off in the store · Stock export

• Finished products and sub-recipes in inventory

  Stock of finished products and sub-recipes next to ingredients: variants, adding items, issuing from orders with reservation and balance, receipt from production and valuation at production cost.

  In this article: What you can keep in stock · Adding a finished product or a sub-recipe · Import from products · Issuing finished products from orders: reservation and balance · Receipt from production · A sub-recipe in stock during production · Stock unit · Valuation at production cost · Recipes and products with an inventory item

• Stocktake

  Counting ingredients periodically, evening out stock levels and a stocktake document with the date you choose.

  In this article: Why do a stocktake · Doing a stocktake · Price and inventory value on the stocktake date · The stocktake document and its date · Stocktake history

• Branch warehouse

  With several sales points, each branch has its own warehouse next to the main warehouse: separate items, adjustments, minimum stock and stocktakes.

  In this article: The main warehouse and branch warehouses · How to switch the warehouse · Items, adjustments and low stock in a branch · Branch stocktake · Staff assigned to a branch

• Transfer between warehouses (MM)

  A transfer note (MM) moves goods from one warehouse to another: the stock goes down in the source warehouse and up in the target one, and you can print the document.

  In this article: When it is useful · How to transfer goods · When goods are short · Issuing to a branch from an order · Transfer notes and printing · Staff assigned to a branch

Inventory module features

What you will find in the app under “Inventory” in the menu. Click a feature to read its description.