Stock items and levels

Inventory tracks what you keep on your shelves, outlet by outlet: deliveries add stock, sales and waste take it away, and counts set it right. Install Inventory first.

Add a stock item

1. Open Inventory → Items and add an item.
2. Give it a name (milk, coffee beans, takeaway cups) and a unit: each, kg, g, l or ml. Every quantity for it is in that unit. You can’t change the unit once stock has moved.
3. Optional:
   • Category and SKU.
   • Par: the level to keep above. Going below it shows the item as low.
   • Cost per unit, used until a delivery sets an average.
   • Other units it’s counted or delivered in, up to six: a case of 24, a 25 kg bag. kg and g, l and ml convert by themselves.
   • Shelf life in days, which dates deliveries that don’t come with a use-by date.

Stock items are shared by all your outlets; each outlet has its own level.

See your stock

Inventory → Stock shows, for the outlet you choose:

• the stock’s value, how many items, and how many are below par;
• a reminder when something is past or near its use-by date;
• every item’s level, with Receive delivery, Record waste, Transfer and Adjust.

Stock can go below zero (the till keeps selling when the shelf count is wrong); the next count puts it right.

Average cost

Each delivery with a price updates the item’s average cost, which values your stock and costs your recipes.

History

Inventory → History lists every movement (delivery, sale, waste, count, transfer, batch), who made it and why. Filter by item.