Perform a Stock Take

Enter your username and password and click "Login"

Select menuPick

Click "Stock Take"

Click "Stock Count"

Search for an item, or use the filters to refine the item list

Click "Go" to apply any filters

You will see a list of items. Alongside each item you will see the Supplier Code, SKU (the purchase pack size), the minimum and maximum stock levels and the current system stock level. For example, the item (LEVEL 4) HALAL MEAL is ordered in boxes of 12 individual portions. The current system stock level is 4, which equals 4 full boxes of 48 meals in total

Enter the actual stock level In this example, we have an extra half box in stock than the system thinks we do, so we increase the stock to 4.5

Click "Save"

You will see the updated stock count, along with the adjustment reason (if selected) and count cost (if the item has a cost in the system)

Continue to enter stock levels for all items required.\ \ Choose an adjustment reason for any variance, if required

This item has a cost in the system, so we can see our stock value of this item is £404.88

The item (LEVEL 5) HALAL MEAL is ordered individually (pc = piece). For this reason, we don't need to worry about decimal numbers like in the example above. We have 30 portions in stock, but the system thinks we have no stock, so we increase the stock level to 30

Click "Finalize Stock Count" when finished