Stock and deliveries

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Stock balance and movement history

A tracked item with its current balance and recorded movements.

Inventory connects what arrives, what is sold and what remains. An open order reserves tracked stock; settlement depletes it, and a reopen reverses the corresponding movement.

Receive a delivery

1. Open the receiving flow and identify the supplier or delivery where available.
2. Add the products received and enter quantities in their stated units.
3. Check packs against singles and enter lot or serial information where the product uses it.
4. Review and post the delivery.
5. Open an item’s Stock tab to check its balance and movement history.

Receiving can start tracking an item. Check the unit before posting: ten packs and ten pieces describe different stock.

Run a stocktake

Count the selected items and enter the quantities actually found. Leave a line blank if it was not counted. Enter zero only when you checked and found none. Review the scope and differences before posting the count.

Explain the stock balance

1. 1Receive stock
2. 2Reserve on open orders
3. 3Deplete on settlement
4. 4Count and record differences

Record a loss or correction

Choose the movement’s cause, such as waste, breakage, theft, expiry or correction. Add the context the next person will need. A named reason makes a later review more useful than silently replacing a balance.

Read the numbers

On-hand and available quantities answer different questions because open orders may already reserve units. Review reservations and recent movements before deciding the balance is wrong. For packs, check the conversion to the stock unit.

Delivery-platform stock

Platform publication is a separate step. Review the products and stock being sent, then check the platform’s response. A successfully published menu does not by itself prove stock updates were accepted. See Delivery intake.

Order from a supplier

Use Purchasing to create a supplier order and receive deliveries against its outstanding quantities. Receiving through Purchasing updates the same Inventory records; do not enter that delivery a second time here.