Click on "Journal" on the Main Screen. Below screen will pop out:
To keep track of the items sold on the period of preferred date and time, POS id, table number/name, operator number and etc. Click on "Refresh" to view the updated journal.
2. 22. Stock Home
Click on "Stock" on the Main Screen
By default, the screen shows "Adjust In/Out" tab. Below screen will pop out:
Before user does any Adjust In/Out Stock, he must first activate the "Stock Countdown" features under
"POS Setting" > "Others" > "POS Defaults" > "Feature Activation". Check the "Stock Countdown"
check box. Click on "Close".
Then go to "PLU". Select any PLU that you want to keep track of its stock. Click on "Edit", under the
2. 22.1. Adjust In /Out Stock Adjust In Stock
Header
Document No: Enter the document number.
Remarks: Select any suitable remark for adjust in stock. If there is no available remark shown, you can
add new remark, you can go under "Utilities" tab > "Assign Remark".
Sales Area: Choose any sales area that you want to assign the PLU stock. Type: Choose "Adjust In" to adjust in the PLU stock.
Choose PLU
There will be a list of PLU shown which is available for keeping track of the PLU stock.
*Note that only PLU with assign Recipe / Product = "T" will be shown in the list. To do this kindly refers to instructions above.
Detail
Click on the preferred PLU to start adjust in the PLU stock. Once clicked, the details will later be displayed under the details area. Enter the PLU Price (Cost Price) if you want to keep track of the cost and revenue later on. Enter the Quantity, and click on "Add".
As for the Stock Unit, it will only works once there is available stock unit record. To add new Stock Unit, go under "Utilities" tab > "Stock Unit" to add new Stock Unit for PLU.
Document No
Once done adding new Adjust In PLU stock, click on "Save". To edit the existing record, select the preferred PLU, click on "Edit". To delete the existing record, select the preferred PLU, click on "Delete".
Adjust Out Stock
If user has any amendment of the quantity of stock entered, he can deduct it from this Adjust Out Stock functionality.
Remarks: Select any suitable remark for adjust out stock to indicate why the adjust out is done. If there is
no available remark shown, you can add new remark, you can go under "Utilities" tab > "Assign Remark".
Sales Area: Choose any sales area that you want to assign the PLU stock. Type: Choose "Adjust Out" to adjust out the PLU stock.
Choose PLU
There will be a list of PLU shown which is available for keeping track of the PLU stock.
*Note that only PLU with assign Recipe / Product = "T" will be shown in the list. To do this kindly refers to instructions above.
Detail
Click on the preferred PLU to start adjust out the PLU stock. Once clicked, the details will later be displayed under the details area. Enter the Quantity to be adjusted out, and click on "Add".
Document No
Once done adding new Adjust Out PLU stock, click on "Save". To edit the existing record, select the preferred PLU, click on "Edit". To delete the existing record, select the preferred PLU, click on "Delete".
2. 22.2. Stock Transfer
Click on "Transfer" tab.
Only applicable if you have more than one sales area to transfer the stocks from one are to another. For example: Sales Area 1: Café and Sales Area 2: Restaurant.
Arrow Button
Source
Choose the Sales Area that you want to transfer the Stock from. A list of PLU with stock records will be displayed.
Destination
Choose the Sales Area that you want to transfer the Stock to. A list of PLU with stock records will be displayed.
Select the PLU that you want to transfer under Source. Enter the Transfer Quantity. Then, click on the arrow button. The stock that you transfer, will later be displayed under the Destination List
2. 22.3. Stock Report
Click on "Reports" button under "Utilities" tab. You can select on what reports to be viewed:
Stock Adjust In: To generate report of all stock’s record that you have adjusted in for respective PLU. Stock Adjust Out: To generate report of all stock’s record that you have adjusted out for respective PLU. Stock Transfer: To generate report of all stock’s transfer record that you have done for respective PLU
from all sales area.
Stock Sold: The system will auto generate for the user of the stock sold based on the stock countdown. Stock Refund: The system will auto generate for the user of the stock refund based on the stock
countdown.
Stock Transaction: To generate report of all stock’s transaction record that you have done for respective
PLU from all sales area. You can filter the stock transaction reports by preferred PLU Name.
Stock Balance: To generate report of all stock’s balance record for respective PLU from all sales area. You
can filter the stock balance reports on certain preferred date.
Stock Valuation: To generate report of all stock’s valuation record that you have done for respective PLU
from all sales area. You can filter the stock valuation reports on certain preferred date. You can choose to include the PLU Cost or not.
Sales by Stock Item: To generate report of sales done by stock item.
Click on "GO" to preview/print/ save to file the report.
2. 22.3.1. Date and Time
You can enter the preferred period of date and time of the reports (From Date/ To Date and Start Time/
End Time).
2.21.3.2. Destination
You can choose where to send the stock reports to; only to preview (To Preview) or send it to printer (To
Printer) for printing or to save to a file (To File). 2. 22.3.3. Sales Area
You can choose whether to merge all the reports into one (Consolidated) or split up the reports by Sales
Area.
2. 22.3.4. Group
You can choose on how to group the stock reports: By Group and By Department.
2. 22.3.5. Sort By
You can choose on how to sort the stock reports by transfer date (TransDate) or transfer type
2. 22.4. Stock Utilities
Click on "Utilities" tab. By default Adjust In/Out tab will be shown.
2. 22.4.1. Assign Stocks
Sales Area: Choose the Sales Area. A list of PLU with stock records will be displayed. Select the preferred
PLU Stock.
Min Stock: Enter the minimum number of PLU so that the system will let you know once the stock
countdown has reached that amount.
Max Stock: Enter the maximum number of PLU so that the system will let you know once the stock has
reached that maximum amount, so that you will not add in any new stock on that PLU. Click on "Save" once done.
2.21.4.2. Assign Remarks
Click on "Assign remarks" button under "Utilities" tab.
This is to allow user to add new stock remarks / edit or delete existing remarks that will be used in Stock Adjust In/ Out.
Add
Click on "Add" button to add new stock remark. The Remarks ID will be auto generated.
Enter the Remarks Description. Click on "Save" once done.
Edit
Select the remarks that need to be edited. Click on "Edit" to start editing the details. You can only modify the Remarks Description. Click on "Save" once done editing.
Delete
Select the remarks that need to be deleted. Click on "Delete" to delete the existing remarks.
2. 22.4.1. Stock Unit
Stock Unit allows you to add new stock quantity by using quantity per unit. Thus, you do need to calculate for every stock you adjust in/out. For example: 1 carton of can drinks is normally 24cans per carton. So, if you add in 5 cartons of can drinks, the system will auto-calculate for you the total number of can drinks.
Unit Name: Enter the unit name. For example: 24Cans/Ctn Unit Quantity: Enter the quantity per carton.
This detail will later be shown under Adjust In/Out tab.
Enter the number for the Stock Unit. Then select any unit from the dropdown list. The system will later calculate for you the Quantity (Unit).