POSbiz Stock Setup and Recipe Linking

POSbiz Stock Setup and Recipe Linking

Stock Control is an important part of any hospitality business.
While the majority of hospitality businesses recognise the benefits of stock control, many find it difficult to implement it in their business. This is understandable when the majority of the work required to get stock under control is required in the first couple of weeks.

Once the Initial set up is done, which can be followed here, Stock Items can then be entered and linked to the Menu.

Adding a Stock Item

This covers an overview of adding a stock item.
Please refer to the specific article for steps and explanations for different stock types.

1) Select the Group to add the stock item to.
2) Fill in the required information
      - Description
      - Stocktake Unit
      - Reduction Unit
      - Stocktake Unit = Reduction Unit
Note: Stock Code is required but will automatically populate.

3) Press the Location Tab
      3a) If you have multiple locations set the default for this item.
      3b) If you only have one location move past this step

4) Press the Suppliers Tab.
5) Press Add Supplier.
6) Search for the Supplier you order this stock item from and press GO.

Steps 7) and 8) are the important and must be correct for your stock system to operate.

7) Add the Order unit of this item.
8) Update the Stock Quantity relevant to the Order Unit. 
 
9) Press OK to complete the entry of this Stock Item.


Adding Recipes to the Menu

This part covers linking the Stock Items that you have created to the Items in your Menu.

1) Open the Menu in the menu editor.
2) Find the item to add a recipe to.
3) Expand the item and select the size.
4) Click on the Recipe Tab.
5) Click Add
6) Search for the correct item and click Go or use Find/Add to be taken to a list.
7) Enter the Recipe Quantity.
Remember the Recipe Quantity is the amount used when one of these menu items is sold.
The unit for reduction is shown in brackets.

8) Repeat for all items that need to have stock linked.
9) Commit the Menu.

Now the Stock Item is linked to the Menu Item.

Once this is completed every time an item with a recipe is sold, it will reduce from stock.





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