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Overview: as a restaurant manager, you want to create an inventory for your restaurant. This guide takes you through the process.
Start from: the Easilys menu.
- Select the Stock > inventories BETA tabs.
- Select +Inventory.
The "Create new inventory" window appears.
- Select inventory type:
- Partial inventory: you can inventory only some items in stock.
- Global inventory: you'll need to check and validate the quantity of each item in your entire stock. When you select this type of inventory, you then have the option of specifying that it is an end-of-month inventory.
- Select the inventory date.
Note: If you tick End-of-month inventory, the date is automatically that of the last day of the month. If not, the default date proposed for inventory is today's date. You can select another date if required.
Note: An intermediary inventory is only carried out if all stock movements for the day and previous days have been completed.
Month-end inventories are always positioned on the last day of the month. This is the only way to generate inventory in the future. This allows you to close the month early if you have no activity until the end of the month. An End-of-month inventory is only carried out if all stock movements for the month have been completed.
Note: When you generate an inventory, the application "takes a photograph of your stock at the desired time T". For this reason, it is essential to have completed all entries and exits on the day of the inventory and on previous days.
If you make an entry or withdrawal after having generated an inventory on the same date, or an earlier date, when you close the inventory, the application will make a corrective movement to delete the entry or withdrawal you made a corrective movement to delete the entry or withdrawal you made. This movement does not appear in the inventory, and the application ensures that what is listed in the inventory is absolutely matched in the stock.
- Add a comment if necessary.
- Select Validate.
A new inventory line is now visible. It has the status In progress (En cours).
- Select this line to view the list of products present in the inventory, i.e. products in non-zero stock at the previous inventory and products which have been entered or withdrawn since then. Depending on the configuration option chosen for your site, the theoretical quantity may or may not be shown.
To go further and complete your inventory, please refer to the article Complete an inventory.