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Application Manuals

Training Documentation

Stock Controls

Deliveries

Stock Controls

Transfers

Stock Controls

Revenue

Stock Controls

Allowances

Stock Controls

Product Settings

Stock Controls

Spot Checks

Stock Controls

Stock Audits

Stock Controls

Overview & Key Terms

Stock Controls

Recipe Settings

Stock Controls

What is a Delivery?

Stock Controls Deliveries

A delivery is where a site has received products in order to use it. An example of a delivery would be for liquor stock. These deliveries need to be entered onto the system correctly, in order for any stock takes to be accurate and relevant.  delivery ...

Enter a Delivery

Stock Controls Deliveries

To enter a delivery, navigate to the Deliveries Tab on the left-hand side. Then, click on the Create Delivery in the top-right. This will bring up a pop up. Select the outlet in which the delivery is relevant to. Then, enter the supplier name and the Delivery ...

Edit a Delivery

Stock Controls Deliveries

To edit a delivery, navigate to the Deliveries Tab on the left-hand side. Then, find the relevant delivery and click ‘Edit’.  From this screen you can see all items that have been delivered into the system. This is where you can amend any delivered quantiti...

Deleting a Delivery

Stock Controls Deliveries

To delete a delivery, click on the 'Edit' link on the delivery that you want to delete.  To continue with the deletion of this delivery, simply click on the bin icon at the top of the page, as seen below; Once this icon has been clicked, a further screen...

What is a transfer & Why do we use them?

Stock Controls Transfers

A transfer is used to move stock from one unit to another. Stock will be delivered into an outlet (I.e. the cellar). These items would then have to be moved to the outlet/unit in order for them to be sold/used. To have to stock in these areas, a transfer must ...

How to Complete a Transfer

Stock Controls Transfers

To complete a transfer, navigate to the transfer tab on the left-hand side of the page. Then select ‘Start Transfer’ on the top right-hand side. From the pop up, select the outlet where the stock is coming from, where the stock is going, the date of the transf...

Approving a Transfer

Stock Controls Transfers

To approve a transfer, return to the Transfer Summary page and click ‘View’ on the relevant transfer. On this pop up, you are able to review what products have been requested. Once the transfer has been reviewed, you can approve the transfer at the top o...

Deleting a Transfer

Stock Controls Transfers

To delete a transfer, go to the Transfer Summary page and select ‘View’ on the relevant delivery. At the bottom of this pop up, there will be an ‘Unapprove Transfer’ button. This will then delete the relevant transfer from having an impact on the stock hold...

What is Revenue?

Stock Controls Revenue

Revenue is the Actual Receipts that the business has received in exchange of goods and services. This could be in regards to Liquor sales, food sales or any other service the site may offer   revenue /ˈrɛvənjuː/ noun noun: revenue; plural ...

Entering Revenue

Stock Controls Revenue

To enter Revenue, navigate to the ‘Revenue’ tab on the left-hand side. Then select ‘Declare Revenue’ in the top right-hand corner. Then, select the relevant outlet and enter the revenue amount. This can be entered including VAT or Excluding VAT. The other box ...

Deleting Revenue

Stock Controls Revenue

To remove a revenue entry, navigate to the Revenue Tab. Then select ‘View’ on the relevant Revenue entry. This will then bring up a pop up. A list of all of the revenue entries for that particular day will appear. These can be individually deleted as and when ...

What is an Allowance & Why do we Use Them?

Stock Controls Allowances

An allowance is a monetary value that will normalise the retail result. One example of an allowance is for cocktail sales. For example, if a shot of vodka costs £3.00, and a shot of gin costs £3.00. a cocktail using these two ingredients is charged at £5. This...

Adding an Allowance

Stock Controls Allowances

To add an allowance, navigate to the allowance tab on the left-hand side of the page. Then select ‘Declare Allowance’ on the top right-hand side. From the produced box, select the outlet, allowance type and enter the value. This box also lets you enter a refer...

Deleting an Allowance

Stock Controls Allowances

To delete an allowance, navigate to the allowance tab on the left-hand side of the page. You can now see a list of allowances and their values. On the right-hand side, there is text saying ‘View’. If you select this, a box will appear with all the different...

What Are Product Settings

Stock Controls Product Settings

Product settings are where products have their serving measures, cost prices and retail prices updated. product /ˈprɒdʌkt/ Learn to pronounce noun an article or substance that is manufactured or refined for sale. "food products" settings   [ plural ] ...

Change Retail Settings

Stock Controls Product Settings

Navigate to the ‘Product Setting’ tab on the left hand side of the page. This will open the settings for all outlets at the current site. Click on ‘edit’ in relation to the outlet that needs updating, this will normally be the ‘Master Settings’ outlet. When y...

Change Cost Settings

Stock Controls Product Settings

To change the cost settings, navigate to the ‘Cost Settings’ Tab at the top of the page. This will change the screen and display the following; From this page, you are able to update any cost prices. To change a cost price, click on the drop down box and ch...

What is a Spot Check

Stock Controls Spot Checks

A spot check is a function that allows the user to do a small count on particular items that may have been highlighted as a risk in a previous stock. This will include the opening count, deliveries and a closing count so you are able to track the movement of a...

Complete a Spot Check

Stock Controls Spot Checks

To start a Spot Check, navigate to the Spot Check tab on the left hand side of the page. When this opens, click the ‘Start Spot Check’ button in the top right hand corner. This will bring up the following menu; Fill in the relevant information for the site ...

What is a Stock Audit

Stock Controls Stock Audits

A Stock Audit is a way to ensure all stock movements are being recorded correctly and all stock used is accounted for. This is also a way to ensure that all deliveries have been processed correctly. stock /stɒk/ noun   ...