Stock Reporting Policy and Report Analysis Procedure

Stock Reporting Policy and Report Analysis Procedure

At Cosoft, we want to be clear about how we approach Stock Control and Gross Profit (GP) queries so that issues are resolved quickly and at the right level.

Stock control is the responsibility of the store. Managers have direct access to physical stock, staff, and day-to-day operations, which means they are best positioned to identify and resolve imbalances. Our role at Cosoft is to support the software and, where the evidence points to a software issue, to investigate it.

How queries are handled:

  1. The store manager investigates first. This includes the basic checks (GRVs, stock takes, manufacturing entries, recipe accuracy, wastage, transfers, and so on) as well as the deeper investigation needed to understand a discrepancy. Support agents are happy to point managers to the relevant reports and procedures, but the investigation itself sits with the store.

  2. Where a recipe-versus-usage discrepancy is identified and confirmed against the menus team's information, it is the store's responsibility to raise it with head office or the brand within one week.

  3. Escalation to a specialist. If, during the manager's investigation, a specific question arises that points to a possible software issue, support will escalate that specific question to a specialist. The specialist will examine the software behaviour related to the question raised.

  4. Reports analysis. If the specialist's review does not resolve the issue and the store would like Cosoft to comb through the database in detail, a reports analysis can be requested. This is a paid service. Before any work begins, we will provide a quote so that pricing aligns with current rates, and the store can confirm whether to proceed. Turnaround is up to two weeks once approved.

 

Billing for reports analysis. If the analysis confirms the cause was a Cosoft software error, the fee is waived. In all other cases (procedural issues, in-store causes, or inconclusive results), the quoted fee applies.

If you have any questions, please reach out to our support team.