How to set up your storage areas for your stocktake

When you start your first ever stocktake, you will be prompted to set up your storage areas before you begin.

We recommend getting these setup and ready to go ahead of your stocktake to save time on the day.

Select the site you are wanting to set up the storage areas for
On the left hand menu select "Stock"
Select "New Stocktake"
Select "Start Stocktake"
In the top right hand corner select "Edit Storage Areas"
In the top right hand corner select "Add Storage Area"
Name your Storage Area & click "Add" - you can add as many storage areas as you need
Click the back arrow
These will be automatically saved

Select the storage area you'd like to add products to
Click "Add Products" at the bottom of the page
You will be able to select any product from your catalogue or recipes that have Count in Stocktake ticked
You can use the search bar at the top right to quickly find products or recipes
Click the back arrow
These will be automatically saved

Be sure to click "Save" to save the storage areas and products you have set up ready for your stocktake.

Do I have to set up storage areas every time I complete a stocktake?
No, once you have setup your storage areas they will be available each time you start a new stocktake, no need to repeat this process again.
How do I remove a storage area?
Navigate to 'Inventory' > 'New stocktake' > 'Edit storage areas' and click the red bin button next to the storage area you'd like to delete. Click save.
How do I remove a product or recipe I no longer want in a storage area?
Navigate to 'Inventory' > 'New stocktake' and click onto the relevant storage area. Find the product you'd like to remove and click the three dots by this, select delete. Click save.
I can't find a recipe which I'd like to include in stock counts, why is this?
This will likely be because the recipe does not have "count in stock take" ticked. To adjust this navigate to 'Recipes', search for the recipe and click 'Edit'. Tick 'Count in stock take'.
What is a storage area?
Storage areas are specific locations within your site where stock is stored and counted (e.g. Front of House, Fridge etc).

Organising your stock by storage area ensures an accurate and efficient stocktake process, by prefilling the products which you would count up, and separating them into areas which you would logically stocktake.