Overview: as a restaurant manager, you'll want to create your initial stock so you can start managing your inventory efficiently right from the start. This guide will help you do that.
Note: When you get access to Easilys, your stock is empty (unless you've subscribed to our data import offers). If your actual stock already contains products, you need to enter it into the application to start using it.
Start from: the Easylis menu.
Create your suppliers
The first step is to create your suppliers.
To find out more, see Creating a new supplier record.
Once your suppliers have been created, you can choose between two methods to create your initial stock:
Create initial stock from stock
Note: it is not possible to create a new supplier product from the Stock screen. It is necessary to create the product beforehand, and integrate it into a mercurial. To find out more, see the article Create a product
- Select the Stock > Stock (v2) tabs.
- Select + Produits (Products) at the top of the stock table.
- Select Produit fournisseur (Supplier product) ou Produit fini (Finished product), depending on the product you wish to add to your stock.
- Find and select the supplier product you wish to put into stock (if it doesn't exist, you'll need to create it).
The "Ajouter un produit fournisseur au stock" (Add supplier product to stock) window opens.
- In the "Date d'entrée" (Entry date) field, select a date prior to the date on which you will start using Easilys. We advise you to indicate 12/31 of the previous year.
- In the "Origine de cette entrée en stock" (Origin of this entry) field, select the Entrée de Régularisation (Adjustment entry movement) type.
- Indicate the quantity you have in stock.
Optional: Modify unit price as required. Indicate the weighted average price you had on your previous management software, so that the stock valuation is consistent with your last inventory.
- Select Valider (Validate).
The product is now in stock. Repeat the action for each product in your inventory.
Note: Stock can be valued either before or after tax.
Make sure your stock is set to exclude or include VAT, so that it corresponds to the price you enter when adding to stock. In fact, if you add items with the price inclusive of VAT when the stock is set up exclusive of VAT, this may subsequently distort your stock.
To find out more about this method, please see the article View V2 stock excluding tax (HT) or including tax (TTC).
Create initial stock from receipts
- Select the Commandes utilisateurs (Supplier orders) > Réceptions (Receipts) tabs.
- Select Créer une réception (Create reception).
- Select the desired supplier. A blank receiving slip without an order is created.
- Select the newly created receiving slip to open it.
- Select "+" in the receiving slip.
- Find the product you want to add and select it from the list that appears. If it doesn't exist, create it.
- Indicate the quantity you currently have in stock.
- The product line is created in the receiving slip.
- Repeat these steps for each supplier's product you have in stock.
- Select Valider (Validate).
- Enter a neutral receiving slip number. Example: BLSTOCKINITIAL.
- Change the delivery date to a date earlier than the date on which you will start using Easilys. We advise you to indicate 12/31 of the previous year.
- Select Valider (Validate).
- Create a new receiving slip to add products from each of your suppliers whose products you have in stock.