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Set up inventory and stock count

1. Set up inventory

Container Group

Create different inventory group here to categorize your items.

Settings > Inventory

Select + New container group and enter group name. For example, meat, coffee or wine.

Inventory container

Create different inventory items to integrate with menu items as well as process stock count.

Choose a container group and select + New inventory container. Enter the name, container type, default cost and currently on hand and then save.

Create multiple containers in this category. For example, create Beef, Lamb, Chicken under Meat category.

OptionsDescription
NameProduct name, for example ham, egg, milk, Arabica beans
Container TypeSelect appropriate container type for this item
Capacity/containerThis option is only available when Mass or Volume is selected. Please enter the capacity of the item. For example, if there are 500ml in a bottle of milk, please enter 500 here.
Default PriceEnter the cost per container of this item. It will be used to calculate the total cost of currently on hand and sold items.
Currently on HandInitial on hand amount of the item. It will not be included in the purchase history. This column can be left empty and will not be able to edit after save.
tip

When creating inventory containers, it is recommended to leave Currently on hand blank and add inventory amount by using adjustments in order to keep track of all changes.

2. Connect inventory container with menu

When connect inventory container(s) to menu items, system will deduct inventory container from the total amount after each complete sale.

Go to Settings > Menu > select category > select product > select varient > toggle on Inventory Management > select Add container > select the appropriate inventory container to connect with this menu item > enter an amount should be deducted for each order taken > repeat the steps above if multiple inventory container is needed to connect with this menu item > save

3. Making adjustments

Go to left sidebar > Inventory > Currently on hand

Select a category > select a container

The current inventorial status should be displayed here with on hand amount and default price. Restock/void amount can be entered in the Adjustment column along with the cost of it. Comments and supplier information are optional. Select ✓ Adjustment to complete this record.

tip

Select Historical adjustments to view a complete record of changes to this container.

4. Review setting on ordering page

Once the inventory container is created and conencted to menu, the inventory amount will deduct automatically when order is executed.

danger

The deduction of inventory is irreversible. Even if the executed order is deleted, the inventory number will not reinstate.

After execution, please go to left sidebar > Inventory > Currently on hand and check if the quantity has changed accordingly.

5. Check all adjustment record

Go to left sidebar > Inventory > Adjustment

6. Stock count

Go to left sidebar > Inventory > Stock count

Process new stock count

Select all categories, or pick specific categories and then press Begin stock count

The containers are grouped by the categories they belong to and the categories are arranged by alphabetical order. The information from left to right indicates container name, current count, difference and final inventory count.

If the final stock count is different to current count, please enter the correct amount in the final inventory count column and select Save draft

When all the numbers are confirmed, press Save to complete stock count, or press Reconcile later to continue later.

tip

If an event occured that prevents stock count to proceed, drafts can be saved and continue later

Finish drafted stock count

Saved drafts can be found under Stock count > Drafts

Select a draft and the information displayed from left to right include container name, current count, difference and blank inventory count.

If the difference is correct, select Save draft to continue.

If the difference is incorrect, please enter the correct amount in the blank column and check the difference again. Press Save draft if all the information is right.

Examine the final numbers, press Save to complete the stock count