Summary
Storage areas are specific locations within your site where stock is stored and counted—like Front of House, Fridge, or Dry Storage. Organising your stock by storage area ensures an accurate and efficient stocktake process by prefilling the products you'll count and separating them into logical counting zones.
When you start your first stocktake, you'll be prompted to set up your storage areas. We recommend getting these ready ahead of time to save time on stocktake day.
Setting up Storage Areas
Storage Areas are set at a site level so you can customise the setup for each individual site.
Creating a Storage Area
Select the site you want to set up storage areas for
On the left menu, select Inventory
Select New Stocktake
Select Edit Storage Areas
In the top right corner, select Add Storage Area
Name your storage area and click Add—you can add as many as you need
Click Save
You can drag and drop the different storage areas to set the order they'll appear when completing a stocktake.
These storage areas will be available every time you start a new stocktake—no need to repeat this process.
If you ever want to rename a storage area just click the pencil symbol. Use the bin symbol to delete a storage area if it's no longer needed.
Adding Products, Master Products and Recipes to Storage Areas
On the left menu, select Inventory
Select New Stocktake
Select Edit Storage Areas
Select the storage area you'd like to add products to
Click Add Products at the bottom of the page
Toggle between Products, Master Products and Recipes
Use the search bar at the top right to quickly find specific items
Click + Add
The item will be automatically added to the Storage Area, no need to click Save
⚠️ If a recipe doesn't appear when adding items to a storage area, it might not be assigned to the site. Head to Recipes and check the recipe site allocation.