Stock Management Guide pt. 2: Adding Ingredients to Stock List + Creating Stock Count

Step 1: Adding Ingredients to the Master Stock List

1. Navigate to Products > F&B Products > Master Stock List
   
   
   
2. Select the Ingredients tab.
   
3. Select Create Ingredient in the top-right corner.
   
4. Fill in all required fields for your ingredient and then click Save Ingredient. (Mandatory fields are highlighted.)

Key Fields to Complete:

• Stock Category – This helps with reporting and filtering ingredients by category (e.g., spirits, vegetables, herbs).
• Stock Location – Select where your stock will be kept. As we have previously created a Stock Location, it will be selectable here. Once selected, the ingredient will automatically move to that location.
• Purchase Unit Type – Defines how the ingredient is purchased. If the suggested unit types don’t fit, you can create a custom unit.
• Suppliers - You can add more than one supplier if you often order the same product from multiple suppliers.
  
  
  

Step 2: Creating a Stock Count

1. Within Stock Location, click Manage Products on your new Stock Location.

2. The select the Stock Count tab, then select Create Stock Count.

   
   • Note: You can backdate stock counts up to 3 weeks.

3. In the Actual Stock column, enter stock values. 
   

4. Click Save Stock Count once all data is entered.

Step 3: Approving the Stock Count

1. After saving, submit the stock count for approval.
2. Click Review and Approve. Then click Approve Stock Count
   
   
   
3. Once approved, the stock count is complete.