As a restaurant manager, you must manage goods entering stock to ensure accurate tracking of stock levels, especially for new stock entries. There are several solutions for managing stock entries. It is possible to manually enter products one by one or validate delivery notes linked to orders or generated manually. This guide will walk you through this process.
Starting point: The Easilys menu.
MANAGING ENTRIES VIA RECEPTIONS
By validating a delivery note, you enter into stock all the products it contained, in the quantities specified.
A delivery note is automatically generated when you send an order from the “Supplier orders” screen, regardless of the sending method chosen. It contains all the products listed on the purchase order.
For more information, see the article Validate a delivery note.
It is also possible to generate a delivery note without an order directly from the “Receptions” screen. This delivery note will not be linked to an order and you will need to manually specify the products to be included.
For more information, see the article Generate a delivery note without an order.
MANUALLY MANAGING ENTRIES FROM STOCK
We do not recommend making all your stock entries this way. This method does not allow for purchase analysis and provides no tracking of the ordering and receipt of products.
This method is also very time-consuming if you use it to enter all the products you receive each day.
Prefer the previous method based on validating delivery notes.
- Select the Stock > Stock V2 tabs.
- Select +Product.
- Select Supplier product or Finished product.
The "Add a supplier product to stock" screen appears.
- Search for and select the product you want to add to stock.
- Enter the date of the stock entry.
- Enter the type of movement.
"Adjustment entry": Stock correction movement. If the product is a food product, it will not be included in the calculation of the food cost price as a purchase. (It will still affect the food cost price for the day as it will change the total stock value on the selected date.)
Example: I notice that my tomatoes are missing from stock even though I actually have them. I don’t know why they’re not there and I don’t know the date they were entered into stock. So I make an adjustment entry.
"Goods entry": Normal stock entry movement corresponding to a purchase for which there is no receipt entered in Easilys. If the product is a food product, it will then be included in the calculation of the food cost price. However, a goods entry from the stock screen will not be included in the purchase dashboards.
- You can optionally modify the unit price (note that this change will only affect this stock movement; if you want to permanently change the unit price, go to the price list where the product is located to modify it).
- Enter the quantity to be entered.
- You can add a comment if needed.
- Select Validate.
The quantity of the product is added to stock on the selected date.
