Search Results

To start a Stock Audit, navigate to the Stock Audits tab on the left-hand side of the Home Screen. Then, click on the ‘Start Stock Audit’ tab in the top right-hand side. This will bring up a pop-up, where you can enter a title for the Audit, choose the correct...

To create a countsheet, go to the relevant Stock Audit, and select the link on the right-hand side called ‘Export Count Sheets’. This will bring up the ‘Save As’ pop up. This file is to be saved in a memorable place. This will create an Excel file that will co...

Once the count has been completed and all counts are totaled on the Excel file, navigate back to the Stock Audit Screen. The link below the ‘Export Count Sheets’ link is called ‘Import Count Sheets’. When this has been selected, a pop up will appear. Use the ‘...

When the count has been input, you can click on the ‘View Stock’ Icon (represented by an eye). This will take you to the overview of the counts. This is where you can make any amendments that are necessary as well as reviewing your entry. - Errors Errors pre...

When you have confirmed all of the counts are correct, you are able to click on the Audit Result Tab. From here you will see four tables (as pictured). The top table is the cost result, showing transfers and consumption values. This table also shows the c...

From the product result tab, you can see the information for each product. The headings break down each product, opening count, delivered amount, transferred amount, closing count, consumed value and estimated receipts. Here you will be able to identify any er...

When reviewing the result of the Stock Take, click on the reports tab in the top-right corner. This will open up a list of the available reports for the relevant stock. Below highlights what each report is used for; Report Use Site Summary Report Pr...

To delete and Audit, click on the bin at the top of the page. This will then prompt a pop up confirmng the deletion of the Audit. The deleted stock will now have disappeared from the Open Stock category on the Stock Audits page

Key Term Definition Yield Yield is a number of servings from a particular product (i.e. 8 pints in a gallon) Gross Profit (GP) Gross profit is the profit a company makes after deducting the costs associated with making and selling i...

Icon Meaning How to Use Change Password Enables the user to change and update their password Change Site Enables the user to be able to change to different client/site Log Out Enables the user to be able to log out when not u...

Adding Revenue Adding Allowances Creating a Delivery Start a Stock Audit

To complete a food Audit, you set it up in the same way as the liquor audit, however ensure that the type of stock has been amended to select the food stock. When setting up the stock you can include all items from the previous stock to ensure all items (ev...

recipe /ˈrɛsɪpi/ noun a set of instructions for preparing a particular dish, including a list of the ingredients required.   A recipe in this instance would be for a drink, i.e. a cocktail   We use recipe settings alongside EPOS codes for auto till im...

When you click on the Recipe Settings tab on the left hand side, it will come up with a list off all Recipe settings that are currently being used by the site. To edit any of these, simply click on ‘Edit’ and a new screen will show the following: From he...

If you click on the EPOS Codes tap at the top of the page, the following screen appears: From here, you can add the EPOS codes and their relevant titles, in the above case there are two codes for the same recipe, due to an offer being in place. This is beca...

To add a new recipe, click on the 'New Recipe' button at the top of the screen. This will bring up a new screen requiring you to name the new recipe that you are setting up. Once you have named the recipe, click 'Create' From the next screen, you are ab...

Sales Import User Guide for SCIO Navigate to ‘Stock Audits’ and then to ‘View Stock Take’ Then, Navigate to ‘Sales File’ [1] From here you will see the above screen. If you are importing for a NON Kew Green / TableTop site, select [2a] for the SC.io t...