Inventory management is crucial for any business. Having a solid understanding of your inventory levels and value will properly guide you in making important food costing decisions. Proper inventory management spots leakage and/or wastage instantly, before it gets out of control. 

Counting your inventory regularly will give you an accurate information on your stock levels and of the variance between your physical and theoretical count. 

How to count your inventory:

  1. On the inventory screen, click Counts at the top right hand side, then click New Count (top right).
  2. On the left you'll see your counting lists, click on the counting list you'd like to count.
  3. Click on Start Counting (bottom left).
  4. Add the quantities to each item. For items that come in a case you can count full cases and/or individual units. 
  5. When you are done counting, click on Done counting at the top right.
  6. Move on to the next list.

7. You can complete counting of one or several lists and not submit the entire count until your staff is done with the other lists. This means that next time your inventory screen will show Resume count instead of New count.  

8. Or you can submit the count, whether you counted all lists or some of them. To do so click Submit on bottom left. You will have an option to save the count up to six months retroactively, and you will have the option to zero out uncounted items or leave unchanged.
Select the date and desired option and click Save.

Counting options: The counting option that is displayed in the counting list is determined by the setting of the item in the catalog:

  • If the item is set to weighable in the catalog, it will display the unit of measurement for the item to be counted by (lb, gram, L). For this option you will have a drop down to switch between units of the same family (weight, volume, unit). 
  • If the item is set to non-weighable in the catalog and the number of units in package is 1, it will display the canister for the item to be counted by (pack, bottle, bag). If canister is empty in the catalog it will show "Units".
  • If the item is set to non-weighable in the catalog and the number of units in package is 2 or more, it will display case and canister to be counted by (cases & bottles, cases & bags, cases & cans). If canister is empty in the catalog it will show cases & units.

How to count master products:

(To learn how to create master products click here)

On your counting list master products are shown under one title with an indication of the number of items included in this group.
There are 4 counting modes by which you can count a master product.

Counting by Weight appears on the main counting window: if your products are set to Weighable, your count would be the aggregated weight or volume. (kg, lb, g, L). 

For the other three counting modes, click on the button with the number of items to open a master product counting window. 

The master product counting window has 3 different modes of counting:

  • By Brand-  counting individual items.
  • By Container - counting units. For example how many 2L bottles of milk and how many 1L bottle of milk you have in stock no matter from which supplier they were ordered.    
  • By Cases – counting packages and/or units. For example, how many cases of 3 of 2L bottle of milk you have or how many cases of 6 of 2L bottle of milk you have. You might have 3 full cases and 2 loose bottles.
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