Taking Inventory Counts

Taking Inventory Counts

When to Count

Recommended counting schedule:

• Weekly: High-value items, alcohol
• Monthly: Full inventory
• Daily: Items with variance issues

Starting an Inventory Count

1. Go to Inventory → Counts
2. Click New Count
3. Select count type:
   • Full inventory
   • By category
   • Specific items
4. Assign counters (optional)

Recording Counts

For each item:

1. Find the item (search or scan barcode)
2. Enter the counted quantity
3. System shows expected vs. actual
4. Move to next item

Completing the Count

1. Review all counted items
2. Check items with large variances
3. Add notes for discrepancies
4. Click Complete Count
5. Inventory levels update

Variance Investigation

Large variances may indicate:

• Theft or loss
• Receiving errors
• Recipe issues
• Waste not recorded