How to make an inventory check
Inventory check is control of storage stock for dedicated period. Poster compares expected balance with actual balance of ingredients stock in storage. As a result of the inventory check you’ll see a difference of balance between stock and difference of balance in money.
☝️ Make inventory check in one tab, don’t duplicate them.
To make an inventory check:
Go to Inventory → Inventory checks in the management console.
Choose storage and click Open near Current inventory check on this storage.
Click on term in the right upper corner and choose:
— Current time of inventory check if you’re accounting stock now.
— In hindsight and choose date if you’ve accounted stock earlier.
4. Press Apply.
5. Fill Act. balance column. Enter products and ingredients stock count and Poster will account difference in money and in stock automatically.
6. Click Make an inventory check.
After this Poster will open new inventory check on this storage automatically. Stock of products and ingredients will change to actual balance which you’ve entered.
💡 If you’re making inventory check and you have manufactured dishes or preparations, enter them in Dishes and preparations tab. Fill up Act. balance so Poster will break stocks of preparations and manufactured dishes into ingredients and show amount of them in Act. balance prepack column.
💡 Fill up Act. balance column in Manufacture tab If you’re using manufacturing of dishes and preparations.
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, press View next to a completed inventory check, then press Open inventory check and edit. You can now edit supplies, stock deductions, transfers and manufactures that were created before the inventory check. 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.
To find out the reason of differences, check products and ingredients movement in inventory check period:
In Name and Beginning balance columns you can check products and ingredients which has movement on this storage and amount on stock.
Press ▼ in Supplies column near product to check supplies and transfers on this storage.
Press ▼ near Sales column to check sales of products and dishes with this ingredient.
Press ▼ near Wastes column to check wastes from the storage.
Expected balance shows amount of products and ingredients which should be on stock after all sales, wastes and transfers.
☝️ Conducted inventory check are unavailable for editing so as supplies, wastes and transfers which are included in the inventory check. Message us, if you want to delete last conducted inventory check.
To make inventory check on storage print inventory list.