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This changeover will happen at month-end, so that the month’s reporting will be complete, and the new month can start with the new codes. Please make sure to follow the below steps at the times indicated to get the best outcome.
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Step 1: Preparations
Final day of the month
Store Owners will need to ensure that their managers have the necessary permissions to update the new stock costings. The managers at the store will need the following access permissions enabled:
To edit an existing stock take.
To edit stock takes within 24 hours of posting.
To Access Stock Items
To set these, open Backoffice, and go to Preferences > Access Permissions
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Step 2: Complete Full Stock Take
Final Day of the Month
The manager will need to conduct a full stock take on the final day of the month.
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Step 4: Update Stock Take
On the First of the New Month, AFTER the menu has updated and stock costs have been captured.
After the bulk cost has been captured, the closing stock from the last day of the month will now need to be edited. Please make sure that you select the correct date under ‘Stock Take Date’, this should be the last day of the month in which the full stock take was done before the new menu activated.
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