Conducting Inventory Checks

🕵️‍♀️ Inventory

The “Inventory” feature allows you to compare actual stock levels with system data, identify shortages or surpluses, and automatically adjust them.

In the main admin panel menu, open “Warehouse” → “Inventory”.

Click the “Add” button. In the window that opens, fill in the main fields:

Warehouse — select the warehouse where the inventory check is performed (e.g. “Main”, “Kitchen”, “Bar”).

Date / Time — choose:

• the current date and time (stock levels are recorded at the time of the check);

• a past date (if the physical inventory was conducted earlier).

Inventory Type:

• Full — for all items in the warehouse;

• Partial — only for selected items.

For partial inventory, select the required products.

After filling in the fields, click “Create” — the document will be saved as a draft.

Find the document in the list and click three lines → “Edit”.

Enter the actual quantity for each item — the system will automatically display the difference between actual and system stock levels.

After verification, click “Post Inventory”.

The system will automatically:

• write off shortages and record surpluses;

• generate the relevant reports;

• update warehouse stock balances.