Beyond invoices and stocktakes, there are three other types of stock movements in Paimnt — transfers, wastage, and adjustments. Each serves a specific purpose and creates a record in your stock history.

Stock Transfers#

Transfers move stock between locations without creating a sale or wastage record. They also automatically recalculate the average unit cost at the destination location if the cost differs between the two locations.

Transferring Multiple Products at Once#

Use this method when moving several products in one go (e.g. a full bar restock from the back store).

1. In HQ, go to Stock → Stock Locations
2. Click the Transfer Stock button in the top right
3. A new transfer tab will open
4. Set the default values at the top:

5. Click Add Row to add a product to the transfer
6. Use the Product dropdown to select the product
7. The SOH (Stock on Hand) figure shows the current level in the From location — click the refresh icon to update it
8. Enter the quantity to transfer in the QTY box, or click the arrow next to SOH to transfer all available stock
9. Repeat for each product
10. Once all products are listed, click Move
11. Review the transfer summary and click Submit to confirm

Changing Multiple Rows at Once#

If you need to update the From, To, or Reason for multiple rows at the same time:

1. Tick the checkboxes next to the rows you want to change (or tick the header checkbox to select all)
2. Update the relevant field in the default row at the top
3. Click Apply below that field — the change will be applied to all selected rows

To remove a single row, click the bin icon on the right of that row. To remove multiple rows, select them and click the bin icon in the default row.

To start over completely, click Reset at the bottom right and confirm.

Transferring a Single Product from the Product Screen#

This method is convenient when you’re already editing a product and want to transfer it without navigating to the Stock Locations screen.

1. In HQ, go to Products → Products
2. Double-click the product you want to transfer
3. Scroll down to the Stock section
4. Click Transfer Stock in the top right of the Stock on Hand location list
5. Enter the quantity to transfer
6. Set the From Stock location (where the stock is coming from) and the To Stock location (where it’s going)
7. Enter a reason if needed
8. Click Move to complete the transfer

Wastage#

Wastage is used when stock is lost — broken, spilled, spoiled, or otherwise unable to be sold. Recording it properly keeps your stock levels accurate and gives you data on what you’re losing and why.

Common examples: a broken bottle of wine, food that has gone past its use-by date, cream that spoiled in the fridge, a drink knocked over during service.

Without recording wastage, your system stock level stays higher than it should be — creating a growing variance that becomes harder to explain over time.

Recording Wastage in HQ#

Use this method when recording wastage after the fact (e.g. end of day, or when stock is found damaged in the store room).

1. In HQ, go to Stock → Stock Locations
2. Double-click the location where the waste occurred
3. Find the product in the list and click to select it
4. Click Add Wastage in the top right
5. Set the Occurred At time if the wastage happened at a specific earlier time
6. Enter the quantity in stock units:
   • To waste a whole 750ml bottle: enter 1
   • To waste a 150ml glass worth: enter 0.2 (150 ÷ 750)
7. Select a reason code (e.g. Spoilage, Breakage, Other)
8. Add a comment if more detail is useful (e.g. “back fridge door left open overnight”)
9. Click Save

Recording Wastage at the Till#

Use this method when waste is identified during service and you want to record it immediately.

This requires a Waste Item function button to be configured on the till keyboard.

1. Add the product to the order as normal (or select it in the order view if it’s already there)
2. Select the product in the order, or drag across multiple products to select them
3. Press the Waste Item button on the keyboard
4. Select a reason code
5. Add a comment if needed
6. Finalise the sale as normal

The wasted item will disappear from the order but remain in the sale record. Stock will be deducted from the location this till draws from. If the sale is cancelled, the wastage is also cancelled.

Adjustments#

Adjustments let you manually correct a stock level when no other movement type fits the situation. They create a record in the stock history and should always include a comment explaining why.

Common reasons to use an adjustment:

• A box of stock was missed during a stocktake that has now been finalised — the level needs to be corrected without another stocktake
• A wastage was entered with the wrong quantity and can’t be reversed
• A derived product had an incorrect recipe, causing component stock levels to be wrong
• Stock found that was previously unaccounted for

Making an Adjustment in HQ#

1. In HQ, go to Stock → Stock Locations
2. Double-click the location where you need to make the adjustment
3. Find the product in the list and click to select it
4. Click Make Adjustment
5. Set the Occurred At time if the adjustment should be recorded at an earlier point
6. Select whether you’re adding or removing stock
7. Enter the quantity in stock units:
   • For a whole 750ml bottle: enter 1
   • For a 150ml glass worth: enter 0.2
8. Select the reason code (Adjustment or Other)
9. Enter a comment explaining why this adjustment is being made — this is important for audit purposes
10. Click Save