How to run a partial inventory check
Inventory check is usually done for all of the ingredients in the storage location at the same time. To take inventory of several ingredients, products or dishes, run a partial inventory check.
To run a partial inventory check:
- Go to Inventory → Inventory checks in the management console.
- Click the Add button.
- Choose the storage location where you want to run an inventory check.
- Choose the period for your inventory check:
— Retrospective and indicate the date and time when you calculated your actual balance;
— Current if you’re doing an inventory check now.
- Choose the inventory check type — Partial — to take stock of specific products or categories.
- Enter the product or category names in the quick search and tick them.
- Click Save.
- Fill the Act. balance column. Enter the products and ingredients in stock and Poster will account the difference in money and in stock automatically.
☝️ In the Initial balance column you can see the stock based on the previous inventory check, that’s why the supplies and deductions are shown since the last inventory check of each of the products.
- Click Run an inventory check.
The stock of products and ingredients will change to actual balance which you’ve entered.
💡 If you’re using manufacturing, copy Expected balance column and fill up Actual balance column in the Manufactures tab.
☝🏻 Run your partial inventory check in one browser tab, don’t double them.
If you made a mistake when checking your expected inventory balance, you can edit your inventory check. To do that, go to Inventory → Inventory checks and click View next to a completed inventory check, then click Edit inside it. Enter the actual inventory balance and run an inventory check.
☝️ Only one inventory check can be edited at the same time for each storage location.
🗑 In addition, you can delete the last inventory check.
☝️ Only employees with full access to the management console can edit and delete inventory checks.
To run an inventory check in your storage location, print an inventory checklist.