Stock and purchasing
Find step-by-step guidance for stock and purchasing.
Add an inventory item
Add an inventory item.
Approve or reject a purchase order
Approve or reject a purchase order.
Attach purchase order and goods receipt evidence
Attach purchase order and goods receipt evidence.
Cancel or close a purchase order
Cancel or close a purchase order.
Change low stock reorder settings
Change low stock reorder settings.
Create a prep recipe and complete a prep batch
Create a prep recipe and complete a prep batch.
Create and submit a purchase order
Create and submit a purchase order.
Import complete menu recipe recipes
Import complete menu recipe recipes.
Import historical inventory closes
Import historical inventory closes.
Import inventory catalogue items
Import inventory catalogue items.
Import purchase order drafts
Import purchase order drafts.
Inspect inventory balances and stock risk
Inspect inventory balances and stock risk.
Investigate and export stock movements
Investigate and export stock movements.
Maintain inventory storage locations
Maintain inventory storage locations.
Open count and close an inventory period
Open count and close an inventory period.
Receive goods against a purchase order
Receive goods against a purchase order.
Record a lot and review replenishment controls
Record a lot and review replenishment controls.
Record and check a supplier invoice
Record and check a supplier invoice.
Record direct stock replenishment
Record a delivery without a purchase order, submit it for independent approval, and confirm the stock receipt.
Report and approve inventory wastage
Report and approve inventory wastage.
Request and transfer stock between locations
Request and transfer stock between locations.
Save a purchasing unit conversion
Save a purchasing unit conversion.
Submit and approve a stock adjustment
Submit and approve a stock adjustment.