Stocktake

A stocktake compares what you counted with the stock records. You can count in the office or on the phone, and production can go on in the meantime.

Starting

1. In Stock open the Stocktakes tab.
2. Under Start a stocktake choose what to count: Ingredients and packaging material, Finished goods (bottles and cans) or Kegs (scanned on the phone).
3. Tap Start stocktake.

Everything the stock holds by the records is listed. Only one stocktake can run at a time.

Counting

In the office you enter the counted amount for each item. You can download the list with Download sheet (PDF) or Download CSV.

On the phone, Stocktake in progress — count appears on the Today screen:

1. Scan a lot label.
2. Enter how much there is.
3. Save. A lot that was not on the list is added when you save.

The counted number is compared with the stock at the moment of counting. Whatever was used or packaged in the meantime does not count as a difference.

Kegs

Kegs are scanned with the phone during the stocktake. A counter shows how many you have scanned out of those that should be at home.

• A keg that the records show at a customer but that was found at home is unexpectedly at home. Record its return with Record empty return.
• A keg that was not found is to be found. It is not retired, and it stays on the keg overview until it moves again.

Closing

The brewer closes the stocktake with Close and write differences. The differences are written to stock as stocktake movements. Items that were not counted stay unchanged. A closed stocktake can no longer be changed.

You can also cancel it with Cancel stocktake. Then nothing is written to stock.

The stocktake works with quantities only. Valuation is done by the accounting software.

How kegs circulate is covered in Kegs: circulation, washing and complaints.