Performing a stock take should happen at least once a week by a manager or administrator to ensure that your inventory levels are kept up to date.
To perform a stock take, click on 'My Business' and then on 'Retail':
Click on 'Retail Options' and then on 'Perform Stock Take':
Next to each item, input the level that you have on hand. Once complete, click on 'Update Retail Stock':
This will update the inventory levels with what is inputted here. A log is kept of the initial values as well as the newly inputted values with the staff member details to maintain high security.
Quick mode is designed to quickly update the stock inventory during a stock take without needing to scroll through the items to find the item. This is also useful if you are using a barcode scanner to perform stock take.
- Click on Quick Mode.
- Click on the dropdown menu where your stock is listed and either search for the item or scan the barcode of the product.
- Input the quantity on hand.
- Click 'Done'.
Once you have done this for all products, click on the 'Update Retail Stock' button to save the stock take.