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Overview: as the manager of a restaurant, you want to create a paper inventory based on the products theoretically in stock, so that you can update it more easily.
Start from: the Easilys menu.
As a site or stock manager, if you wish to draw up a paper inventory from the list of products theoretically in stock and then enter it into Easilys, you can :
- Print a stock report: this method allows you to obtain the document before opening the inventory, and thus to prepare the inventory. It is described in the article Obtain a document listing the V2 stock status at a given date.
- Print the "Inventory" document from the inventory screen. This article tells you how.
- Select the desired inventories line.
- Select Report.
- Select the desired report :
- Specify format and options.
- Select Generate.
You can obtain three types of reports:
- Inventory: if you want a PDF or word-processed report listing the products in the inventory, with a subtotal for each storage area, and allowing you to write down the quantities found:
- Inventory (Spreadsheet): if you want a spreadsheet or PDF report listing the products in the inventory and allowing you to write down the quantities found.
- Detailed inventory: to obtain a spreadsheet report with more information for each product, and depending on the option chosen, a summary of amounts per inventory.