Area Based Stock Management
Creating New Locations
- In Stock Items, select the “+” symbol next to the location field either in the Edit or Add tabs.
- In the Pop Up window, select the yellow “+” symbol and enter in new details in blank fields.
Select out of the field and select the “save” symbol
Assigning Locations
To Stock Items
When creating a new Stock Item, in the location field, choose your Default Location for Stock Arrivals when you enter invoices into the system.
To assign a new location to an existing stock Item, select the drop down field in the Location Grid on
the Right Hand side of the edit Tab, and enter in a starting value for your Stock Item.
To Terminals
In Back Office, Navigate to the POS Settings Tab and select Configure Station Settings.
- On the left hand side will be a list of your active Stations or Terminals/Tablets. Highlight the
Station you want to assign a location to
- On the right hand side of the screen you can select the location it draws stock from in the
drop down menu.
- Select Update to Save changes.
Transferring Stock Between Locations
In the Stock Program, underneath the Inventory->Adjustment section. Select the Transfer Tab.
- Select the Location you are taking Stock From under the Location drop down.
- Enter the Amount of Stock Items you are transferring out, and select the Location you are
sending them to.
- Enter in the purpose for the Transfer in the Notes Field and select Apply.
Running Multi Location Stock Takes
Starting a Stock Take as normal, you can now filter by the location you are entering in your stock
count from.
Enter stock counts in as normal by location, and when saving and generating a preview of your
variance report, you will see the venue-wide variances.
It is recommended that you run a separate Stock Take per location, so that your variance reports can
be as accurate as possible to their specific location, as other locations will pull across their estimated
quantities as counted if their fields are left blank.
Afterwards, you may edit as normal or Post to finalise Stock Take.
Details to keep in mind
o If a linked menu item is sold at a station which does not have any stock assigned at that Stock
Location, it will decrement from the Stock Item's Default Location.
o Stock Arrival automatically adds to the Default Location of a Stock Item.
o Purchase Orders aggregate the stock amount from all locations to determine how much to order
for par-based purchasing.
o Stock Convert increments and decrements the amount at the Default Location of the applicable
Stock Items.
o Stock Take imports (from barcode scanners) implicitly update the Default Location for the item
matching a barcode.