Inventory Management

The Inventory section allows you to monitor, adjust, and control stock levels for all products sold within your venue. You can check quantities, record deliveries, perform stock takes, and make manual adjustments — all from one central location.

🧭 Accessing Inventory Tools

📂 Navigation

Open the Back Office
Go to Manage → Products
On the left panel, under Inventory, choose one of the following:
- Stock Order Check
- Delivery
- Stock Take
- Stock Adjustments

Each option opens the Stock Control window, where you can view and update product quantities.

📋 Stock Order Check

🔍 Overview

Use Stock Order Check to review current stock levels and identify items that need reordering. The system compares In‑Stock Qty, Trigger Qty, and Re‑order Qty to highlight shortages.

⚙️ How It Works

Reduced Stock (red) — stock has fallen below the trigger level
Increased Stock (green) — stock has been replenished
Stock Required (yellow) — item needs ordering

🧾 Actions

Auto New Qty — automatically calculates new quantities based on reorder levels
Print Sheet — prints a list of items requiring stock updates
Set New Qty, Add Qty, or Reduce Qty — manually adjust quantities
Apply — saves all changes and updates the inventory

🚚 Delivery

📦 Overview

Use Delivery to record new stock arriving at your venue. This ensures your In‑Stock Qty is updated accurately after each delivery.

⚙️ How It Works

Select Adjustment Reason: Delivery
Enter the delivered quantities in the New Qty column
Use Add Qty to increase stock levels
Tap or click Apply to confirm the update

Tip

Always record deliveries immediately to keep your stock data accurate and avoid discrepancies during stock takes.

🧮 Stock Take

🧾 Overview

Use Stock Take to perform a full inventory count. This process verifies actual quantities against system records.

⚙️ How It Works

Select Adjustment Reason: Stock Take
Enter the counted quantities in the New Qty column
Use Set New Qty to replace existing stock values
Tap or click Apply to update the system

Tip

Perform regular stock takes — weekly or monthly — to maintain accurate inventory records and detect losses early.

🔧 Stock Adjustments

🧾 Overview

Use Stock Adjustments to correct discrepancies or record changes not related to deliveries or stock takes. Examples include damaged goods, promotional giveaways, or manual corrections.

⚙️ How It Works

Select Adjustment Reason: Stock Adjustment
Enter the new quantity or use Reduce Qty / Add Qty as needed
Tap or click Apply to confirm the adjustment

Tip

Always include a reason for adjustments to maintain clear audit trails and accountability.

Color indicators help you instantly identify stock status — red for low, green for replenished, and yellow for reorder required.

⚙️	Best Practice Keep your stock levels updated daily to ensure accurate reporting and smooth operations. Use Print Sheet before deliveries or stock takes to have a physical reference list.