Managing Stock Lists

Step 1: Create a Stock List

The page displays a table of existing stock lists. If none exist, you will need to add one.

1. Click Add New.
   
2. Enter a name for the list (e.g., “Controllable”).
   
3. Set the stock check frequency (e.g., Daily for high-risk items like meat and cheese).
   
4. Click Save.
   
    

The new stock list will appear on the left side of the page.

Step 2: Assign Stock Items to the List

After selecting a stock list, a table of all stock items appears on the right.

• Use the toggle switches to include or exclude items.
• Toggle On for items that should be part of the list (e.g., meats, drinks, cheese).
• Toggle Off for items that do not need to be tracked in this list (e.g., packaging).

Using Filters and Search

To quickly find stock items:

• Filter by category to narrow down results.
• Use the search bar to locate a specific stock item by name.

Once configured, the stock list is ready to be used for stock takes.