Managing Stock Lists

Stock lists can be tailored to specific needs, for example you could create lists such as

• Controllables - a list of high-risk products such as meat and cheese that require daily counts.
• Weekly lists (i.e "Sunday Stocktake") - Items that are important but don’t need daily verification, such as other controllables or key stock items.
• All Stock - A full list of all of your stock items.

The Stock Lists page displays a table showing all existing stock lists. If no lists exist, one must be created before use.

Creating a Stock List

To create a new stock list:

1. Click New List 
   
    
2. Enter a name for the list (e.g., “Controllable”).
   
    
3. Click Manage Items to view a table of all stock items.
   

Adding Items to a List

Within Manage Items, you can select items to include in the list.

For example, for a “Controllables” list, include Meats, Drinks, and Cheese, while leaving items like packaging unselected.

Once selections are made, click Add Items to add them to the stock list.

Once a stock list is created, it will be available to be used for stock takes.