Dish Stocktaking

To conduct a dish stocktake, simply select ‘Add Dish Stocktake’. You will then be prompted to select your stocktake date and stocktaking department. Once selected, you will see the dishes available to record stock quantities against. If you seek to add further dishes to record stock against, you can manage these within the Stocktake settings which will be explained later in this user guide.

Once you have selected your date and department, the page will automatically update to show you the available dishes. 

Enter the quantity in the Quantity (portion/packs) or Quantity (g) columns.  You will see the value show in the Stock Value column.

If there is a mixer icon next to a dish name, this signifies that the dish includes a combo ingredient. A combo is a name of a recipe that can be added to multiple recipes.

By selecting the mixer icon, you can view whether or not the combo recipe is included in the stocktake. An X indicates that the item is not included as part of the recipe.

When you have completed your stocktake, select ‘Submit’ found in the bottom left corner of the page. You will then be able to view the stocktake in the table displayed and can make alterations by simply clicking into the stocktake, as long as the week hasn't been closed.

Can I update the Stocktake Settings?

If changes are needed to be made to the stocktake settings, select ‘Dish Stocktake Settings’. The user will be required to have the permission to view the settings and this can also be completed via Head Office. 

Upon selecting Dish Stocktaking Settings, you will be directed to the settings page. The page will default to ‘Dishes’ and allow you to add any dishes to the stocktake as required. To do so, first select the category to show any dishes assigned.

To add the dish to the stocktake, simply click ‘Include in Stocktake / Cost’, select ‘Update’ to save any changes.

Dish Stocktake Reporting

Using the Reporting module (this is permission based, you may need to ask Head Office to give you this), you can view your dish stocktakes via our reports. Select Reporting and then Reports and navigate to the Stocktaking area and select the Stocktaking report.

Upon selecting the Stocktaking report, choose the outlets for which data you would like to view. Upon selecting the outlets, select the closing stocktake date. This closing date will default to the current date.

To run the report, simply click the large red arrow on the right-side of the screen. When the report has run, click on the ‘Dish Stock’ column to view information regarding your dish stocktakes in your selected outlets.

If required, you can select CSV Download to export the file into an excel spreadsheet or PDF file.