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Stock Taking

Settings and options for Stock Taking

3 authors40 articles
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.