How to completing stocktakes and adding in new stock to inventory

Question

Hi everyone,

I'm new to this.

The stock is the ingredients for bubble tea. I can't automatically update the stock levels as I sell drinks because the ingredients get used up making the drinks.

How do I complete stocktakes and enter in new stock level every two weeks? New stock is purchased during the month - how do I add in the new stock to inventory?

Much appreciated for your help.

Earl_HD · Answer

Hi @Drinks,

Welcome aboard! You're on the right track! Just create purchase orders when you restock your ingredients during the month, and do a stocktake every two weeks to stay organized. For more tips, check out our helpful articles. Purchase orders / Recording stocktakes

Regards,
Earl