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Link flash reports to stock takes

If you need to link the flash to the outlet for data transfer of sales, opening and closing values and stock transfers, you can do this within a few simple steps.

Written by Fabio Fois

Flash reports can be linked to stock takes for following reasons:
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Auto populating the flash with:

  • Opening and closing values (advanced stock and stock controls).

  • Transfers (advanced stock only).

Auto populating the stock take with:

  • Actual Net Revenue (advanced stock and stock controls)

  • Till Sales (advanced stock only).

  • Wastage Monitors (advanced stock only).

  • Product Monitors (advanced stock only).

Stock Controls

  1. Click the Admin Cogs icon along the top bar.

  2. Click Stock Controls, then click Stock Taking.

  3. Locate the stock take and click the Edit button.

  4. Stay on the details tab and locate the flash report section, use the list to select the flash report.

  5. Click the Update button to save any changes.

To learn more about pushing date to the flash please view our guide on auto populating the flash report with closing and opening stock values.


Advanced stock

πŸ“Œ Note:

  • Transfers will only send to the flash report if there is an open stock take, and will not back date.

  • You can attach the same flash report to multiple outlets but the data shown in the flash will only be from one outlet and not a combination of outlets, therefore for this purpose you should have a flash per advanced stock outlet.

  • Sales will only appear in the stock take if the sales are in the flash report, When selecting the till groups its important that if the flash is fed from multiple till groups to select All Tills in the outlet settings outlined in the below steps.

  1. Click the Admin Cogs icon along the top bar.

  2. Click Advanced Stock, then click Outlets & Stores.

  3. Locate the stock take and click the Edit button, stay on the details tab and locate the Sales Revenue Settings section.

  4. In the list box labelled source of daily sales revenue select the flash module.

  5. In the list box labelled flash report select the flash.

  6. Click the Update button to save any changes.

  7. Scroll back down to the sales revenue settings section and in the list box titled till group select a till or all tills if you require all related tills for that site to feed into the stock take.

  8. Click the Update button to save any changes.

To learn more about pushing date to the flash please view our guide on auto populating the flash report with transfers and closing and opening stock values.

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