Advanced Stock
Set up & enter data for your advanced stock.
By Cristian and 2 others3 authors129 articles
Outlets & Stores
Manage outlets & stores
- Manage auto deliver in of orders to advanced stock outletsIf you need activate or deactivate the process of auto delivering in orders to your advanced stock outlet, you can do this within a few simple steps.
- Display products from recent ordersIf you want to arrange your products within the stock tab of the stock take by recently purchased. you can do this within a few simple steps.
- Undo orders, credits, returns, transfers and stock requests in advanced stockIf you need to undo a delivery, credit, return, transfer or stock request in the stock take to adjust the delivered in values or products, you can do this within…
- Override the products unit of measure within Advanced StockIf you want to update the products unit of measure, you can do this within a few simple steps.
- Understand Cost ModellingThe cost modeling functionality within Procure Wizard allows users to calculate how they value the cost of different products within their advanced stock take, depending on the type of product.…
- Order credit and return inclusion within advanced stock controlsIf you need to review when and what orders, credits and returns will be included within advanced stock take, you can do this within a few simple steps.
- Add products to the stock takes and outlets in advanced stockIf you need to add more or missing products to the stock take, you can do this within a few simple steps.
- History of excluded deliveries within advanced stock outletsIf you need to report on orders that have been excluded from a stock take, you can do this within a few simple steps.
- Creating a new outlet in advanced stockIf you need to create additional outlets in advanced stock, you can do this within a few simple steps.
- Manage the link between waste monitors and advanced stockIf you need to connect or disconnect the link between the wastage monitor and advanced stock, you can do this within a few simple steps.
- Positioning not working in Advanced StockProducts have stopped re-positioning themselves. New products being added to the bottom after being positioned.
- Order placed for Head Office, which is not an outlet, transfer the stock from its delivery siteIf an order placed for Head Office, which is not an outlet, this guide teaches you how to transfer the stock from its delivery site
- How to turn off the internal transfer button in Advanced StockHow to remove the internal transfer button in Advanced Stock.
- Zero cost appearing in the wastage monitor overnight for dishes and recipe productsValues disappearing from wastage lines in the monitor.
- Where can master outlets be foundWhere the Master Outlets are located.
- Create a direct delivery in advanced stockIf you need to add stock to the outlet and stock take, you can do this within a few simple steps.
- Select a purchaser group within advanced stock outletsIf you need to assign or manage what purchaser group is assigned to an outlet in advanced stock, you can do this within a few simple steps.
- Manage batch recipe produce settingsIf you need to set a recipe to be produced on site, you can do this within a couple of simple steps in the outlet.
- Access to outlets in advanced stockIf you as user require access to advanced stock, you need to have the right permissions and roles.
- Reinstate products in advanced stockYou can add products back into Procure Wizard in a few easy steps.
- Move or delete a purchase order from an outletIf you notice that in your stock take you have an order that has been delivered in twice, you'll need to contact us.
- Free of charge or gifted stock in advanced stockIf you have received free or gifted stock, you can action this within a few simple steps.
- Activate or remove a mini market within an outlet?Amend a mini markets in your outlet in advanced stock. Update mini markets in your outlet. Reasons you can't amend your mini market in your outlet.
- How do you update a Mini Market within a Purchaser Group?Update your Mini Market within your Purchaser Group.
- How to limit Outlet by DepartmentLimit orders by department
- Sales split across the dish and ingredients in the consumption tab for dishes that are produced on siteDishes or recipes showing in Product Breakdown view in the consumption tab. Advanced Stock and Outlets issue with production items.
- Separating orders to different advanced stock outletsWe want to split the items up according to what they are used for in the outlets.
- Variances in stock items in the consumption report of the stock takeLarge Variances between stock deliveries and order invoices. Stock items valuation not correct.
- How to restore an order that has been excluded from the outlet / stock takeYou can un-bin and recover an order from the outlet. Learn what is the dump cellar.
- Linking outlets to master outletsYou can find where an outlet is linked to a master outlet and why one outlet is using different settings compared to others.
- Auto bin feature in advanced stockIf you need to set products to auto bin after multiple stock takes where the product is un-used, you can do this within a few simple steps.
- Mapping code field in advanced stock outletIf you need to enter or update the mapping code, you can do this within a few simple steps.
- Managing user access to advanced stock outlets by user or roleIf you need to limit a users access to certain outlets within advanced stock, you can do this within a few simple steps.
- Limit advanced stock outlet/stock takes by user and or roleIf you need to manage user access per outlet within advanced stock, you can do this within a few simple steps.
- Approve or decline stock transfersIf you need to approve or decline stock transfers, you can do this within a few simple steps.
- Stock transfer approval settingsIf you need the stock transfers to require approval before impacting the stock take or review the current settings for stock transfers, you can do this within a few simple…
- Products appearing greyed out in the stock tab of the stock takeThere a few reasons why products appeared greyed out, you can review the reasons and correct this within a few simple steps.
- Add products to the stock takeIf you need to add additional products, such as stock items, products, dishes or recipes to the stock take this is done by adding the required PID to the related…
- Managing stock item products in advanced stockIf you need activate or deactivate the stock item feature within your outlet, you can do this within a few simple steps.
- Bin credits in advanced stockYou can bin the credits from your stock take.
- Create a internal or external stock transferYou can create an internal or external transfer for goods moving location.
- Manage auto consumption in advanced stockYou can set your product to be auto consumed within a stock take.
- Restore binned products in the advanced stock outletYou can unbin an item and restore to the stock take.
- Current holding stockIf you need a list of products and current holding stock from your store room or cellar, you can do this within a few simple steps.
- Manage stock types in advanced stockIf you need to add, update or remove the stock type from the products in your stock take, you can do this within a few simple steps.
- Product flags in advanced stockIf you need to learn more about the product flags within the stock module, you can with the following document.
- Reasons why an order is not delivered into an outlet in advanced stockManage settings for a delivery to be pushed to in advanced stock.
Selling & Cost Prices
Manage the Selling & Cost prices
- Creating a cocktail in retail advanced stockIf you need to build a cocktail in advanced stock, you can you do this within a few simple steps.
- Export selling and cost prices in Advanced StockIf you want to check the details of your selling and cost prices, you can do this in a few easy steps.
- Multiple outlet stock take is not pulling through missing cost price productsWhen you click on Missing Cost Prices the screen populates blank. Find your missing Cost Prices when you don't know which product these are on.
- Manually adding product count to a PID isn't updating stock valuesManually adding a count to a PID the Closing stock value does not update Stock value isn't updating after manually adding in count on PID
- Advanced stock permission to set cost and selling pricesUnable to save anything on the Master Cost, you cannot save cost price changes, and the Save button is missing from both the selling and cost price folders.
- Stock item displaying zero cost in the consumption tab of the stock takeif you have a stock item displaying a zero cost in the stock take, you can resolve this within a few simple steps.
- Manage cost prices in advanced stockIf you need to update or manage the cost prices set for each product, you can do this within a few simple steps.
- Stock revaluation in advanced stockIf you need more information regarding stock revaluation, you can do this with the information contained within this article.
- Unmapped product codes in SalesUnmapped product Epos codes in Sales. How to resolve unmapped Epos codes with Direct sale Import.
Stock Taking
Settings and options for Stock Taking
- Products greyed out on the stock tab of a stock takeIf products appear to be greyed out on the stock tab, you can find out why this is using the article below.
- Enter allowance value in advanced stock outlet summaryIf you need to enter your allowance values in your stock take, you can do this within a few simple steps.
- Deleted stock transfers appearing in the outlet summaryThe following article outlines why deleted stock transfers appear in the pop up when viewing the transfer in and transfer out values.
- Advanced stock perpetual stock dateIf you need to view the stock results based on a previous day, you can do this within a few simple steps.
- Audit log of a stock takeIf you need to view the audit log of a stock take within advanced stock, you can do this within a few simple steps.
- Locate old or future stock takesIf you are unable to locate your stock, or receiving a message that a new stock take cannot be opened due to an existing stock take is still open, then…
- Recalculate stock button in advanced stockBefore locking the stock take you need to recalculate the stock, you can do this within a few simple steps.
- Import data is not for this period appearing when trying to import stock takeFail: Import data is not for this period appearing when trying to import stock take. I get an error message when trying to import stock take.
- View the waste total in stock takes within advanced stockIf you need view the total wastage value in your stock take, you can do this within a few simple steps.
- Change the financial period of a stock takeIf you need to update or change the financial period a stock take belongs to, you can do this within a few simple steps.
- Recipe production within advanced stockIf you need to create auto production of ingredients based on sales, you can do this within a few simple steps.
- How to identify orders in Advanced Stock that have delivery inconsistencesYou can identify orders that have been delivered in incorrectly in a few easy steps.
- £0.00 cost dishes in the Epos monitorDishes are recorded as £0.00 in the Epos monitor.
- Product breakdown in the consumption report for dishes and recipesHow to view sales against dishes and recipes in the consumption tab.
- Change the ingredients of the dish or recipe mid period so the sales appear on the correct itemWhat impact does changing the ingredients have on the stock take and sales. Can you modify the ingredients of the dish or recipe mid period, so the sales appear on…
- Not all the stock takes belonging to a unit full stock have lockedIf not all the stock takes belonging to a unit full stock have locked, you'll need to contact us.
- Create interim stock take in advanced stockIf you need build an interim stock take, you can do this within a few simple steps.
- Filtering for stock items, dishes or recipes in advanced stock consumption or stock tabIf you need to filter the stock or consumption page in a stock take by dish, recipe or stock item, you can do this within a couple of simple steps.
- View the closing figures of an advanced stock takeYou can view the closing figures of an advanced stock take, in a few easy steps.
- Update selling prices in advanced stock from your outlet summaryYou can add selling prices against products, in a few easy steps.
- Viewing the results of the stock take in advanced stockView the results of your Stock Take. See your variances in Advanced Stock.
- Open a stock take for a new site in advanced stockYou can open a new stock take for your new location
- Manage the position of products within the advanced stock outletYou can update or edit the positioning of products shown within your advanced stock take, to rearrange the products stock take sheet or to tidy up your products when exporting…
- Order showing multiple times in the consumption of the stock takeIf an order is showing multiple times within the consumption tab of your stock take, please raise a case and reference this article.
- Stock Transfer isn't showing in the flash reportsStock Transfer isn't showing in the flash reports Why isn't my stock transfer showing in the flash reports
- How change the default date chosen for stock transfersWhere can i find the transfer date settings in advanced stock.
- Changing the Product Display in Advanced Stock Consumption PageProduct and standard breakdown view in the consumption tab. View combined sales on dishes and recipes in your consumption report.
- Opening stock take is duplicating the values across the open and in columns duplicating the valuation of holding stockNew site stock lines are doubled for each product.
- Viewing the consumption report by custom categoriesCustom category view in the consumption tab.
- Advanced stock take re-valuation valueLearn why the stock take has been revalued, whether the revaluation can be disabled, and how an opening stock revaluation is calculated.
- Unlocking a stock takeIf you need to unlock a stock take, you can do this depending on the module in use in a couple of simple steps.
- Clear missing cost price warningsIf you can't lock the stock take due to missing cost prices in the warnings tab, you can clear these within a few simple steps.
- Methods and types of stock takes within advanced stockThere are several types of stock take types and methods within the module, these differences are explained below.
- Delete a stock take within advanced stockIf an open stock take needs to be deleted, you can do this within a few simple steps.
- Open a new stock takeIf you need to open a new stock take to continue from a previous stock take, you can do this within a few simple steps.
- Link flash reports to stock takesIf 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…
- Update the closing date of stock takesIf you need to change the closing date of your stock take, you can do this within a few simple steps.
- Lock a stock takeIf you need to lock your stock take, you can do this within a few simple steps.
- Enter the close count in advanced stockIf you need to record and enter your stock count for advanced stock, you can do this within a few simple steps.
- Consumption tab in the stock take is missingAn user cannot see the consumption tab in the stock take, article describes how to activate the consumption report in the stock take.
Reports
Manage reports within Advanced Stock
- History of stock movement reportsIf you need report on the transfers, deliveries, requisitions, or returns within your stock take or multiple stock takes you can do this within a few simple steps.
- Missing cost price warning pop up blankIf when clicking on the missing cost price warning and the pop-up screen appears blank, you can resolve this within a few simple steps.
- Run the group consumption reportIf you need run a report on multiple stock takes, you can do this within a few simple steps.
- Recipe and Dish ingredients not showing the sales in the consumption tab of the stock take
- Run the Stock Take Unit Summary reportYou can run the Stock Take Unit Summary report in a few easy steps.
- Group reporting for unit summary resultsI am looking to see the contents of the unit summary tab within a stock take for all units at the same time.
- Changing all EPOS codesWe have amended all our codes in the external POS but we need to put these into Procure Wizard. Edit epos codes on dishes on mass. Update plu or epos…
- Deleting or removing dish sales from the flash reportYou need to remove import files.Sales need to be removed and reimported due to past configuration issues where sales were missing in the stock take.
- Managing reporting groups in advanced stockTo create reporting groups in advanced stock, you can do this within a few simple steps.
- Run the history of stock movement report within advanced stockIf you need to run a report on stock movements within a stock take or outlet, you can do this within a few simple steps.
General Settings
Advanced Stock General Settings & Information
- Difference between stock transfers and stock requestsStock Transfers and Stock Requests
- Recipe and dish costs in advanced stockIf the recipe cost shown in the advanced stock is different to what is displayed in menus, dishes and recipes, you can find the causes of this with the below…
- Can stock closing values be retrievedIf your closing stock counts have been lost due to inactivity, the below will advise on best practice within the stock modules.
- Activate and manage the sales section in advanced stock for retail stockIf you are using the retail version of advanced stock and you need to activate the sales section, you can do this within a few simple steps.
- Manage self approval settings for stock requestsIf you need to update the approval settings for stock requests, you can do this within a few simple steps.
- Manage the setup of soft locks in advanced stockIf you need the stock take to go for approval before being locked, you can do this within a few simple steps.
- Export products to set barcodesIf you need to update or set barcodes to products on mass, you can do this within a few simple steps.
- Dish and recipe wastage with advanced stockThe following article covers how and what is required for this type of wastage to work.
- Advanced stock transfers not in the flash reportIf the transfers recorded in advanced stock are not appearing the flash report, you can check several connections within a few simple steps to locate the issue.
- Manage outlet holding stock settingsIf you need to activate deactivate the ability to ignore the current holding stock for transfers, you can do this within a few simple steps.
- Manage the PDF stock sheet templateIf you need update the template of the stock sheet PDF file, you can do this within a few simple steps.
- Unlock a stock take in advanced stockIf you need to make adjustments to a locked stock take, the following will outline the options available.
- Can an advanced stock take with outstanding stock transfer requests be lockedWill a stock request block a stock take being locked. Reasons to delete stock requests after the stock take has been locked.
- Unable to use keyboard quick access to open new stock takeUnable to use keyboard quick access to open new stock take. Reasons why the use the quick link to open multiple stock takes is blocked.
- Importing dish sales into retail advanced stockImporting sales directly to advanced stock.
- Blind Counting within Advanced Stock TakeBlind Counting within Advanced Stock Take. How to have users to only access the consumption after they have closed stock.
- Food stock through Retail Advanced StockCan food stock be done through Retail Advanced Stock.
- Interim stock take displaying zero products when selecting limitedIf the interim stock take displaying zero products when selecting limited, please see the below guide.
- How to switch on the barcode management feature in advanced stockBarcode management Settings barcodes against products in advanced stock Barcode scanning for advanced stock
- Request training on the customer portalRequest training on the customer portal
- Assign product to a custom category in advanced stockYou can assign new products or manage products already connected to custom categories.
- Creating a stock requestIf you need to create a stock request, you can do this within a few simple steps.
- Deliver in errors for ordersThis article describes what areas you need to check if you are getting an error while trying to deliver in your order in advanced tock.