The Inventory section is on the tablet. For a product to deduct stock when it is sold, turn on “Track stock” for it in Menu or catalog.
Tabs
| Tab | What it is for |
|---|---|
| Stock | How much there is of each product or supply |
| Suppliers | Who you buy from |
| Purchases | Orders to suppliers and what you receive |
| Count | Count the physical inventory and correct differences |
| Movements | Everything that came in and went out, with its reason |
| Valuation | How much your inventory is worth at cost. It needs the “See costs” permission |
| Payables | What you owe suppliers. It is turned on in Settings > Advanced inventory |
| Production | Prepare supplies or products from others. It is turned on in Settings > Advanced inventory |
Actions on a product
In Stock tap a product:
- “Adjust”: corrects the quantity.
- “Receive goods”: adds what arrived.
- “Count”: records what you counted.
- “Log waste” (in stores, “Log write-off”): takes out what was lost, with its reason.
- “Transfer between areas”: if you use areas (storeroom, kitchen, bar).
The waste reasons are Expired, Spoiled, Damaged, Spilled, Theft, Comped, Staff meal or Other. In stores they change to Expired, Deteriorated, Damaged, Broken or spilled, Theft or shortage, Giveaway, Staff use or Other.
Do a count
- In Count tap “New count”. With “Blind count” the person counting does not see the expected quantity.
- Record what there is of each product.
- Review the “Count variances”.
- Tap “Apply count”. For what you did not count, choose “Leave them as they are” or “Set them to zero”.
You can also schedule periodic counts under “Scheduled counts”.
Recipes and supplies
If a product is made from supplies (flour, cheese, cups), add its Recipe on the product. When it is sold, the supplies are deducted. Mark as “It is a supply” anything that is not sold on its own. Modifiers can also deduct supplies.
Low stock alerts
If you set “Warn when this many are left” on a product, the app warns you when it drops below that quantity.
Advanced inventory
In Settings > Advanced inventory you turn on areas, costs, supplier payables, production and automatic sold-out marking.
Inventory reports
In Reports you have, depending on your permissions, the theoretical and actual cost of goods sold, the ABC analysis, sell-through and dead stock, margin by category and supplier balances.
Only on the tablet
Inventory lives on the tablet and in your backups. If you have multiple tablets, it is shared between them over Wi-Fi.