Title here
Summary here
Perform a Stocktake
About Stocktakes
Stocktakes allow you to compare what the system thinks you have against what actually exists. The difference is called a variance.
| System Stock | Physical Stock | |
|---|---|---|
| What it is | What the system calculates based on sales and invoices | What you actually count on the shelf |
Example:
| Product | System | Counted | Variance |
|---|---|---|---|
| Vodka | 20 bottles | 17 bottles | -3 |
A negative variance could mean spillage, theft, incorrect counting, or a timing issue with sales.
🚨 Heads Up: Stocktakes lock system levels at the start time. Sales that occur during counting do not change the variance calculation — the system compares against the snapshot taken when you created the stocktake.
✅ Best Practice: Recommended stocktake frequency:
| Item | Frequency |
|---|---|
| Full venue stocktake | Monthly |
| High value items | Weekly |
| Kegs | Weekly |
Creating a Stocktake
- Go to Stock → Stock Takes
- Click New Stock Take
- Select the locations to count
- Click Create
The stocktake will now be In Progress.
Counting Methods
Method 1 — Printed Count Sheets
Use this method when counting manually, for example counting bottles at the bar.
- Double-click the stocktake location
- Click Add Products
- Choose which products to include:
| Option | Description |
|---|---|
| Only with stock | Shows products that currently have stock recorded |
| All counted products | Shows the full product list |
- Print sheets with your preferred options:
| Option | What it Does |
|---|---|
| Expected values | Shows the system quantity |
| Total column | Shows count totals |
| Variance only | Shows differences only |
- Count stock physically and write totals on the sheet
- Enter the values back into HQ
Count Entry Modes
| Mode | Current | Entered | Result | When to Use |
|---|---|---|---|---|
| Add | 10 | 5 | 15 | Adding counts from a separate sheet |
| Add | 10 | -3 | 7 | Correcting an overcount |
| Replace | 10 | 8 | 8 | Entering a final known quantity |
- Once all items are entered, click Finalize
The system will record variances and update stock levels.
Method 2 — Duku Barcode Devices
More Information regarding Duku Devices Coming Soon This help file is still under construction. We apologise and are working to get this finished and available to you.