What is stock management?
Stock management allows you to manage your stock by recording the initial amount of items you have available, and having these numbers updated throughout the day when orders are taken via your POS system.
Two stock management methods are available on Point of Sale Pro:
One-Day tracking
Standard stock
What is One-day tracking?
One-day tracking allows you to keep track of perishable/limited quantity items you’re offering (eg. your kitchen staff tell you they only have 4 beef filets left, just for today). One-day tracking will be reset to “Sold Out” once the till is closed.
Advantages of one-day tracking are:
The available quantities of certain items are indicated at the start of each day, and reset to 0 at closing
The exact amount of certain items left is visible while you take orders
Avoid miscommunication between till and kitchen
Your POS system will alert you once a product is running low or sold out
What is Standard stock?
Standard stock management keeps you informed on all of your items over a longer period of time.
Advantages of Standard stock are:
Know the availability of a product when placing an order
Avoid order mix-ups thanks to correct information
Get alerted and prepare for restocking in time
Ensure every service goes smoothly
How to activate/deactivate stock:
There are 2 stock management modules that can be activated from the back office via Settings > Your modules > Store settings.
Module to activate One-day tracking
Module to activate Standard stock management
Once one of the modules is activated, the tab dedicated to stock management is displayed on the iPad in the Settings > Stock tab.
How to add your stock-takes of each item
Click on the item
Activate the stock tracker by entring a quantity
Confirm
=> The quantity of the item is automatically displayed in the stock management tab as well as when taking orders
How to add a stock alert for an item
You can choose a quantity at which you’ll be alerted and reminded to replenish certain items (the quantity of the item must already be registered to add a stock alert).
Enter a quantity in the Low stock warning field
Confirm
=> As soon as the quantity of the item reaches this quantity, it will automatically turn orange so that you know to replenish soon
How to edit the stock of an item
Click on the item
Edit the remaining quantity of the item
Confirm
=> The quantity will be automatically updated in the stock management tab and will be shown when you’re taking an order
How to deactivate stock tracking for specific items
Click on the item
Deactivate the switch Track stock
Confirm
=> The item will no longer be tracked and remaining quantities will not be shown in the stock management tab or while taking orders
How to select tracking mode for specific items
If you’re using both one-day tracking and standard stock features, you might want to choose one or the other for specific items. (Appears only if you’ve activated daily and permanent stock management.)
By default, the item is tracked via the permanent stock management feature
Activate the One-day tracking switch to specify that the item is a daily item
If the item is tracked as a permanent item: its quantity will continue to be registered throughout multiple days/services
If the item is tracked as a daily item: its quantity will be reset to 0 every time you close your till.
What happens with stock tracking when I cancel/remove an item from an order?
When you delete an item from an order, you can choose one of two options:
Restock item: the quantity of this item is added back to the item’s total stock quantity
Delete from stock: the quantity of this item is entirely deleted and not added back to the item’s total stock quantity
