To get your stocktake rolling...
Make sure you've added your suppliers and products as well as entered your recipes on your menu items. Here's how: RECIPE BUILDER
Add your Stock invoices
Set up and run your Stocktake
NB: Don't forget to finish and Lock your Stocktake before starting a new one.
Learn how it all works by watching the two videos below.
posBoss stocktake is designed to be paperless. Log in to the management site on your iPad or laptop and forget those old printouts and double handling.
See notes below on how to best manage your FIRST Stocktake.
Step 2 - Add your Stock Invoices
Step 3 - Set up and run your Stocktake
Don't forget to Finish and Lock your stocktake after you have reviewed it and before creating a new one.
Managing your first stocktake
Your first stocktake is needed to set up the "Last counted" numbers for all your products. As we have no record of them for the fist stocktake, it will show a large variance.
There are a couple of options here.
Acknowledge that this will be the case for the first stocktake and wait for your next stocktake to happen, where your initial variances will be fixed.
Do a second stocktake right after the first and enter in the same count numbers. This will show you have no variance.
You could possibly enter in Stock invoices for each item with the initial counts. However - be aware that you cannot enter in (as an example) half a bottle of spirits as an Invoice item - so this is not an ideal way to enter in the first count.
Do I need to be on a specific plan?
No, this is included in all posBoss base plans.
However, if you signed up before 05/04/22 and don’t have access, you may be on one of our older plans and need to upgrade.
Here's how to upgrade.