How to view and understand your stocktake reports
In the back office you’ll be able to see your stock report by going to Stock > Stocktake > Click on the report > Select “View Report” (highlighted below):
Your first stocktake is essentially the baseline for the system, so you won’t be able to view the report for it, but all subsequent stocktakes will include the option to view a report which will look similar to the below:
Item: Product or ingredient name (please note that the reports separate out ingredients and products)
SKU: SKU number
Category: Category
Delivery Code: (Redundant function)
Barcode: Barcode
Last Count: Count of product from last stocktake
Received: The amount of any deliveries of this product received (when created from a PO in the back office) since the last stocktake
Sold: Number of this product sold since the last stocktake
Wastage: The amount of this product wasted since last stocktake
Tr/Out: The amount of this product transferred into this outlet since last stocktake
Tr/In: The amount of this product transferred out of this outlet since last stocktake
Expected: The amount the system expects you to have, based on Received, Sold, Last counted, Wastage, Tr/In and Tr/Out.
Counted: What you have counted in this stocktake
Variance: Any differentiation between what the system expects and what you’ve counted
Cost Price (Current Stock): counted x cost price
Retail Value (Current Stock): counted x retail value
Cost Price (Variance): expected x cost price - counted x cost price
Retail Value (Variance): expected x retail value - counted x retail value
Variance %: = ((Variance / (Sold + Wastage))*100)%. For example if 90 are sold and 10 are marked as wastage and the variance is 5, then the variance percentage will be 5%