Recording and Managing Stock Takes

When opening the page, you will see a list of all stock takes made since a specified From date. 

You can also quickly select date ranges such as:

• Today
• Yesterday
• Last 7 days

Or earlier periods

You can filter results by Status:

• Draft – stock takes in progress
• Posted – finalized stock takes
• All – includes both Draft and Posted

You can also choose to include Archived stock takes in your search.

Recording a New Stock Take

To record a stock take:

Click New Stock Take to open a new form.

Select a Sub-Count – Sub-counts divide the store into sections such as Cold Room, Bulk Storage, or General. Different staff members can record stock in different sections, and the system consolidates all sub-counts into the main stock take.

New sub-counts can be added via the Add button.

Next, choose the Stock List to use for the stock take.

Enter the Date and Time the stock take is recorded.

Add any Notes about the stock take if needed.

Capturing Stock Quantities

Stock is captured in two categories:

Prepped Stock – stock that has been processed (e.g., peeled vegetables, drained canned items)

Bulk Stock – stock that has not yet been processed or is otherwise still in bulk form/packaging.

Always make sure check the Unit of Measure (UOM) so that reporting and costing calculations are accurate.

Posting a Stock Take

New stock takes are initially in Draft mode. You can navigate away, and your progress will be saved automatically.

Once all quantities from all sub-counts are entered, click Post to finalize the stock take.

After posting:

• The status updates to Posted
• Stock fields become fixed

Return to the Stock Takes grid to view posted stock takes. 

Each stock take entry has the following options

• View – see stock take details
• Archive – store the stock take in the archive (if permissions allow)