<< Click to Display Table of Contents >> Navigation:  Getting the most out of Resort Executive > Stock management > Stocktake > How do I perform a stocktake?

Performing a stocktake in Resort Executive is a five step process.  These steps are listed below.

 

•Print blank stock sheets.  Resort Executive is shipped with a stock blank report.  This report produces a stock blank for each store.  The report lists every ingredient and recipe assigned to a particular store.  These store assignments are made in the General Details tabs of the Ingredient Form and Recipe Form.  You can also assign ingredients or recipes to a store by inserting these items into the Stock Tab of  the Store Form.

 

•Count your stock.  You use the stock blank sheets to write down the stock count as you count the stock in each store.

 

•Enter the stock count into Resort Executive. Enter the stock count from the stock blanks into the Stock Tab in the Store Form.  The list of items (ingredient and recipes)  in this form matches the list of items in the stock blank for each store.

 

•Print stock reports.  Print stock detail and stock total reports.  The stock detail report prints the total stock count for each ingredient for the current and previous periods as well as the stock variation between the two periods.

 

•Roll the stock.  This will prepare your database for the next accounting period. A stock rollover is done with the Stock Rollover Dialog.

 

NOTE: It is important to ensure that your stocktake is complete and correct before rolling your stock.  If, however, you do find that you have an error, it is possible to reverse the stock rollover so you may make your corrections.