Stock: Stock View

07 September 2021 08:33

	Table of Contents
	Introduction Stock Table Toolbar Filter Type Supplier Stock Item details Export

Introduction

Kitchen Manager Stock contains a complete list of stock items and the quantities at a site or total level. These stock items are also used in Recipes in the Menus module.

The default view for the Stock page is Stock View, this is used to view the latest stock data at each site. The Stock Item Quantities [1] column identifies how much of each Stock Item is currently available. This information is kept up to date with regular stocktakes via the Stocktake App on the Tablet.

Stock Table

Code: Stock item code/ID
Stock Item: Description of the stock item (up to 30 characters)
Pack Contents: e.g. 6x850g – there are 6 units in a pack, each weighing 850 grams
Quantity: The quantity of stock at the last stocktake or current stock
Price: The price for a full pack or kg if the item is priced in kg
Priced By: The choices are Pack or kg. Item priced by pack can only be purchased in whole packs. Split packs must be set up as separate items
Units/Pack: Packs are made up of a number of units, these are shown here. When doing a stocktake you can choose if part packs are described as a percentage of a full pack or as units
Supplier: The supplier of the Stock Items
Total Stock Value: Total value of Stock Items
Quantity on order: The quantity of this item on order (if applicable)
Discontinued: If the checkbox is ticked the stock item has been discontinued
Category: Identifies the Category name (only if assigned)
Sub Category: Identifies the Sub Category name (only if assigned)

Toolbar

Filter

The Primary Filter [1] can be set to Show All which will display Stock Items that are both In Stock and Out of Stock, this is reflected on the value in the Quantity column [2].

If the Primary Filter is set to Hide Empty, the Stock Items table will only show Stock Items which are in Stock (have a value in the Quantity column).

Use the Secondary Filter [3] to view the current (Now) stock Quantities or stock quantities from previous stocktakes.

The date range for previous stock takes is set to the last 6 Stock Takes, select a previous stock take to see the results from that stock take.

NOTE The amount of previous stock takes can be increased from 6 to 12 by changing the Stocktake dates to show from 6 to 12 in Admin [1] > Configure [2] > Stocktake dates to show [3].

With the Secondary Filter is set to a previous Stock Take Date click the Modify Stocktake date [1] button to change the date stamp.

In the Modify Stocktake widow select a Different date [2] from the calendar and click the Save [3] button.

With the Secondary Filter is set to a previous Stock Take Date the Calculate Theoretical Stock [4] button is available. This is only available for previous stack takes, Theoretical Stock quantities will not be shown for the ‘Now’ filter because the values will change continuously.

Important: For the Intelligent Stock feature to work there must be two or more stocktakes logged in the system. To perform a stocktake refer to, Stocktake App.

For more information about Intelligent Stock Control and Theoretical Stock please refer to, Intelligent Stock Control.

Type

NOTE Food and Non-Food Items are identified by the Supplier, follow the steps in the Non-food Supplier Setup to tag Stock Items as Food or Non-food items.

The Type [1] drop down menu has three options available which will show Food [2] and Non-food [3] Stock Items in the Stock table. When set to All you can see both types of Stock Items in the table.

When the Type is set to Food you will only see a list of Food Stock Items such as fresh produce, frozen food, tinned goods, etc.

When the Type is set to Non-Food you will only see a list of non-food items such as cleaning equipment, cleaning products, utensils, etc.

Non-Food supplier setup

Suppliers are setup as Food suppliers by default, to setup a Supplier as a Non-Food supplier go to Kitchen Manager Admin [1] and select the Suppliers [2] option from the side menu.

The Non-Food tick box in the Suppliers table will identify suppliers who are to be used for Non-food items. Select either and Existing supplier [3] or Add [4] a new supplier, click the Non-food checkbox [5] and click the Save [6] button.

Supplier

The Supplier drop down [1] is left blank by default which shows all the Suppliers in the Items table.

Select a Supplier from the Supplier drop down list and the Items table will automatically refresh to show only Items provided by the Selected supplier [2].

Stock Item details

To view the details of a Stock Item, click on an Item [1].

In the Edit Stock Items window, Admin users will only be able to edit the current Quantity in stock [2] and Reorder level [3] details.

The Transfer button [4] is used to transfer stock to another Site.

In this example the Canned Chopped Tomatoes in Tomato Juice has 5 packs in Stock [5].

Enter the Quantity to transfer (Packs) [6] (e.g. 2), set the Location to transfer [7] to and include any Notes [8] to explain why the stock has been transferred then click Save [9] to complete the stock transfer.

The Quantity (Packs) column [10] is automatically updated following a Transfer.

Export

The Export [1] button has two options available for exporting an Excel document of the Stock data.

The Export Total Stock [2] option will generate and download a complete spreadsheet of all the Stock data visible in the Stock grid.

The Export Site Stock [3] option will open the Export Site Stock window where you can specify the Stock date [4], provide an email address [5] to send the Excel document to in the event the document has over 10,000 records and click the Export [6] button.

NOTE When setting the Stock date use one of the dates listed in the Second Filter list [7] otherwise there will be no data available for the spreadsheet.