Movements and the ledger
Entries, exits and adjustments — how stock moves and where it's recorded.
Needs Stock
The ledger is an item's history: every time its stock went up or down, why, and who recorded it. Everything that moves inventory passes through it.
Types of movement
| Type | When you use it |
|---|---|
| Entry (purchase) | Goods arrived that you bought directly, without a purchase order. |
| Manual exit | Something left that wasn't a sale: a transfer to another location, staff meals. |
| Adjustment (±) | The physical count doesn't match the system and you're correcting it. |
Two more are recorded automatically:
- Sale — when an order is charged, the system deducts what the dishes consumed according to their recipes and components.
- Waste — when you record a loss.
Recording a movement
Open the item and select Movement.
Pick the type, enter the quantity, and for an entry enter the cost per unit too.
Leave a note. It's optional, but it's the only thing that will explain the movement to you in three months.
Select Record movement.
Adjustments
An adjustment carries a sign: positive if you have more than the system says, negative if you have less. The quantity can't be zero.