How to work with inventory
You can add supplies, control stock, write-off ingredients and make inventory check in Inventory section.
Add a supply
Once your first supply of ingredients and products is added, Poster will calculate food cost of dishes and drinks and you will control stock.
To add a supply:
Go to Inventory → Supplies in the management console and click Add.
Enter date and time of the supply.
Choose a supplier or add a new one if the needed is not on the list.
Select the storage, where these products will be stored.
Select the account to withdraw funds.
Choose ingredients and products, enter the quantity, price for piece or total sum.
💡 Use ordering units to make supplies in boxes or packages.
There is one default storage in Poster to control stock. If you have several stations, for example Bar and Kitchen, add additional storages:
Go to Inventory → Storages and click Add.
Write Name and Address of the storage.
Select Locations to link the storage to one or several locations. Thus, ingredients and products will be written-off the storage automatically when sold on the register.
💡 Set writing-off rules if there are the same ingredients in different storages of one location. For example, lemon can be used in the kitchen and in the bar as an ingredient for salads and cocktails.
Make a transfer
You can transfer ingredients, products and manufactured dishes between several storages.
To make a transfer:
Go to Inventory → Transfers and click Add.
Select transfer date and time.
Select from which storage to which storage to make a transfer.
Select products and write quantity.
Add a manual write-off
Ingredients are deducted from the storage automatically when they are sold. If ingredients are expired or should be written off for a different reason, you can add them to wastes manually.
Go to Inventory → Wastes in the management console and click Add.
Select date and time.
Select the storage.
Select the reason of the manual write-off of the product or add a new one if it’s not on the list.
Select the item, put the quantity and write the comment.
View inventory report on movement
To control stock deduction, you can view ingredients movement for a selected period:
- Go to Inventory → Ingredients movements in the management console and set the reporting period in the calendar in the upper right corner.
☝️ Report is displayed for a calendar day, not for a cash shift.
Select a storage from the drop-down list to check movements within kitchen, bar or any other storages.
Select the type of products and a category. For example, the type is “Ingredients” and the category is “Seafood”.
Click on ▼ in the Expense column to view sales, manual waste, production and inventory checks.
💡 Calculation of products and ingredients food cost is based on supplies and the weighted average cost method.
💡 Enable low stock alert and set up the limit for ingredients and products to make purchases on time.
Make an inventory check
An inventory check shows the expected inventory count of products in the storage for a selected period. Poster compares the book and actual balances in the storage to show the difference between the balances in quantity and money equivalent:
Open the tab Inventory → Inventory check in the management console and click Open next to the current inventory. ☝️Make an inventory check in a single tab and make sure it’s not duplicated.
Click the end date of the inventory period at the upper right corner and choose: — The current time of an inventory check, if you are counting the balances now; — In hindsight and enter the date when you counted the actual balance.
Fill in the Actual Balance column. Enter the amount of products and ingredients in the storage, so that Poster could automatically calculate the difference in quantity and money equivalent.
Click Make an inventory check.
After this, Poster will automatically start a new inventory period for this storage. Products and ingredients balances will be changed to the actual ones that you have entered.
💪 If you have any questions, message us, and our support team will help you.
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