Stock: setup, receipts, write-offs, balances
How to set up stock with the wizard, receive deliveries, write products off, follow balances and hide items that run out.
Stock counts the balance of every product by itself: each order lowers it. For now it counts pieces; dishes by grams and recipes will come later. The "Stock" section is on plans with the stock feature. Without it you see a page with an example and a description of what it does.
Profile menu → Plan
Setting up with the wizard
The first time you open it, a wizard with three steps appears: "Method", "What to count", "How many now".
- Choose a method: "Pick from the menu" or "I have a list — paste it". In a list, write one product per line: a name and a number, for example "Cola 0.33 — 48". Press "Recognise".
- Mark what you buy and sell by the piece: drinks, pastries, desserts. A list line that is not on the menu can be added as "Product without menu".
- Enter how many you have on the shelf now, in pieces or packs. If you count packs, set the pack size.
- Press "Set up stock". Later, the "Add products" button adds more.
Stock
Balances
The "Balances" tab shows what is running low, out, or negative; there is a search and filters. Open a product to see its balance and movements for the last 30 days. "Edit" changes the name, the pack size and the "running low" threshold. "Recount" helps you check the records against what is on the shelf.
Each product is linked to a menu item or a portion; without a link it is marked "not on the menu".
Receipts and write-offs
- On the "Receipts" tab pick the products, enter how many arrived and press "Save receipt". You can add a price, a supplier and a comment. A receipt can be undone right after it is saved.
- On the "Write-offs" tab tap a product and choose a reason: spoilage, breakage, staff, tasting or other. One piece is written off; you can change the quantity or undo the record.
Hiding what runs out
Turn on "Hide items that run out". When the balance reaches zero, the item is put on stop automatically and guests cannot order it by QR. The cashier can still sell it, and the balance then goes negative. After a receipt the stop is lifted by itself. A stop you set by hand is never touched by stock.