Stock counts and transfers between branches

▶Video coming soon

Physical stock counts#

Stock › Stock counts. This is also the way to enter starting stock.

1. New count: the till takes a snapshot of all active products that track stock (ingredients included) with their expected quantity. There is only one open count at a time.
2. Enter the Counted qty line by line (it saves as you go). An empty cell = not counted (never zero): that line does not change. The difference shows next to the expected quantity; a progress bar counts the lines counted; a search helps.
3. Close the count: the window says how many lines will be adjusted ("those products' stock will be replaced by the counted quantity") or "No difference detected". Confirm: each difference becomes an Adjustment movement ("Physical count").

With Exact stock, the count is per branch (the active branch) and only the counted difference applies: a sale made after counting stays sold.

Excel#

Export (Excel) gives a sheet to fill in; Import (.xlsx or .csv, 5 MB) only fills in the counted quantities: nothing touches stock before closing. Lines are matched by id, barcode then name; those not matched are reported, not ignored.

Deleting a closed count#

It needs the owner's PIN code, even for a manager. Each adjustment is reversed by a reverse movement and a line is written to the activity log.

Transfers between branches#

Stock › Transfers — you need at least two branches (otherwise the page explains). References TR-0001…

1. New transfer: departure branch, arrival branch (different), notes, products with quantities. Draft.
2. Send: the quantity leaves the departure branch straight away.
3. Receive: it enters the arrival branch.
4. Cancel (draft or sent): if the transfer was sent, the goods go back to the departure.

The product's total for the whole business does not change: only per-branch quantities move.