Best practice stock setup.

Setting your stock correctly in a systematic manner is a really important step for ensuring accurate stock management.

As a general rule you should set up your stock in the order below,

1. Delivery Details
2. Suppliers
3. Stock Items
4. Recipes
5. POS Item Links
6. Menus 

When entering your stock items & recipes, the units you use are very important.

You need to remember that Loaded needs stock items to be setup in only one category, by either Weight (KG, Gram), Volume (Litre, Ml), Count (24 Pack, Each). The golden rule is to never cross between two of these categories or Loaded won't be able to correctly calculate your COGS.

You need to consider when setting up an item how you will order this from a supplier, how you will count it in a stocktake, how you will add it to a recipe and how you will link it to your Point of sale.

As a great reference point, we have listed a number of common stock items along with the recommended ordering unit setup, counting unit setup and POS link or recipe setup.

*Please note that changing the Order by or Count by unit of a Stock item will only affect it going forward, orders received previously and stocktakes completed completed before the change will use the old unit.