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This document is only for stores that fall under the below profiles.
If your store falls under the below profiles, PLEASE IGNORE THIS DOCUMENT as this does not pertain to you.
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Because stock codes in particular are vital references that are used by Aura in tracking stock, some important actions must be taken at store level to guarantee reduce the disruptions that the menu changeover will not cause any disruptions in to the store’s stock reporting as much as possible.
In short, several stock codes will need to change, meaning that the old stock codes, along with their stock price history, will be made inactive. Each store will therefore need to record the existing stock prices and then re-capture them for the new stock item.
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 Before the 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:
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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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On the Stock Item Listing report, it is important to take note of the Cost before Wastage column. You will use this as a reference to manually update the costs of any new items after the menu has updated.
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Step Step 3: Update Stock Costs
On the First of the New Month, AFTER the menu has updated
Once the new menu has activated, open Backoffice and go to Lists > Stock > Items to see the properties of all active stock items.
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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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For security purposes, it’s important for the Store Owner to reset any permissions that were change changed for this procedure.
Follow the process outlined in Step 1, but make sure to deny any permissions that were granted by selecting the permission and clicking the button to move it to the Denied field.
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