Stocktake App

29 June 2021 13:27

	Table of Contents
	Introduction ‘Add deliveries to stock’ configuration item View all food or non-food stock take items Viewing historical stocktakes Stock Transfer

Introduction

The Stocktake app lets you do a stocktake as often as you need with the value of the stock updated as you go along.

In Kitchen Manager press the Stocktake App to perform a complete stocktake.

New stock quantities will appear in the Old column.

NOTE When you do a stock transfer on the tablet it automatically updates the stocktake value outside the brackets (the Now value on the Desktop).

‘Add deliveries to stock’ configuration item

Admin can set an automatic stock update when an order is received. Go to Monitor > Site > [select site] > In Edit Site window select ‘Add deliveries to stock’ check box:

View all food or non-food stock take items

Users can see a complete list of all non/food stocktake items and drill down into their values in the Stocktake app using the 'By Supplier' view.

Go to Kitchen Manager App > Stocktake > Food stocktake > 'By Supplier' view [1]

Click on the Food Stock row [2] to display a list of all Food stocktake items.

Click on the Non-Food row [3] to display a list of all Non-Food stocktake items.

NOTE The format the non/food stocktake items are displayed in is the same as when the user clicks on a supplier to see all stocktake items related to that supplier.

Viewing historical stocktakes

A new menu item has been added to the Stocktake app to show historical stocktakes done on the tablet for investigation of any changes in item quantities.

Go to Stocktake App > top right Menu > Stock History [1]

Stock History will open a compete overview page of the current stock.

Go to the top left Drop down menu [2] and select a Historical stock date [3].

Stock Transfer

Users can access a list of previously successful stock transfer site ID’s when doing a stock transfer to help avoid entering an incorrect value.

Go to Kitchen Manager > Stocktake App > open the top right Menu [1] and press Stock Transfer [2]

The user can either select a Site ID from the Previous Transfers [3] dropdown list, this only shows Site IDs that have been successful in previous stock transfers. If the Site ID is not in the dropdown list manually enter the Site ID in to the Transfer to field [4].

Press OK [5] to create the Transfer Out request.

In the Transfer Out request screen set the Quantity [1] value for the Item/s you wish to Transfer Out, press the top right Menu [2] and press Send [3] to submit the Transfer Out request or Delete Transfer [4] to cancel the Transfer request.

When the Transfer Out request is created it will be shown as Sending [1] in the Stock Transfers screen. You will need to Sync your device, when this is done the Transfer Request will be marked as Sent [2].

NOTE The To: field [3] will be updated with the Site Name if you manually entered the Site ID.

If an incorrect Site ID is entered as part of a stock transfer, after the initial sync, the system will reject the transfer and the tablet user will receive the following notification:

When the Transfer Out request has been Sent allow 15 minutes or more to pass then Sync the device to confirm if the request is Complete [1] or unsuccessful. In the event the request is unsuccessful the Site ID (003) will be incorrect, the Transfer Out request status will be Site not found [2].

NOTE For unsuccessful Transfer Out requests is it advisable to Delete the transfer request so the page isn’t cluttered with failed Transfer Out requests.