How to Record a Dish Stocktake
- Scott MacRae (Unlicensed)
- Jackie MacDonald
When signed into the outlet, navigate to StORM and select Stocktakes.
When on the Stocktakes home page, select ‘Dish Stocktake’ found in the top right corner of the page. An example can be shown below:
To conduct a 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 for counting. If you seek to add further dishes to the stocktaking, 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. An example is shown below:
Information such as Dish Name, Reference, Recipe Quantity and Stock Value are displayed.
The mixer icon, which can be seen beside Salmon with Cheese Sauce in the above screenshot, signifies that the dish includes a combo ingredient. A combo is a name of a recipe that can be added to another recipe.
By selecting the mixer icon, you can view whether or not the combo recipe is included in the stocktake. In this instance, an X indicates that Bechemel Sauce is not included as part of the recipe.
To record a stocktake, enter your count either as a Quantity of portions or as a weight. As these columns are populated, the stock value will automatically be calculated. When you have completed your stocktake, select ‘Submit’ found in the bottom left corner of the page.
Once you have submitted your stocktake, you will be redirected to the Dish Stocktaking homepage.
You will then be able to view the stocktake in the table displayed and can make alterations by simply clicking into the stocktake.
Can I update the Stocktake Settings?
If changes are needed to 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. In this case, we have selected ‘Mains'.
As displayed above, each dish assigned to Mains is displayed alongside an appropriate reference. To add the dish to the stocktake, simply click ‘Include in Stocktake / Cost’ and upon completed, select ‘Update’ to save any changes.
Dish Stocktake Reporting
Using our new reporting module, you can also view your dish stocktakes via our reports. Simply select Reporting and then reports. Upon entering our reporting module, navigate to the stocktaking area and select the Stocktaking report as shown below:
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 the .CSV Download button to export the file into an excel spreadsheet or PDF file. An example of a successfully run Stocktaking report is shown below:
