The first Stock Count that is performed in Restaurant365 is considered a Beginning Balance Stock Count and must be initiated in a manner slightly different than all future Stock Counts. To create the Beginning Balance Stock Count, a completed Stock Count Template must first exist. Click here for more information on Stock Counts
Once a Stock Count Template has been prepared, and the initial Stock Count is ready to be performed in Restaurant365, the Beginning Balance Stock Count is ready to be created.
A User with the Security Role of Accounting Manager will hover over the 'Administration' menu in the top ribbon, subsequently hovering over 'New Beginning Balance' and clicking on 'Stock Count'. This action will open a prompt where the User will then select the Stock Count Template to use in the creation of the Beginning Balance Stock Count as shown below:
The User will then select the Stock Count Template from the drop-down list and click the 'Create' button. This action will close the prompt and open a new tab containing the Stock Count. The sole visible distinction between this Stock Count and any other Stock Count is the presence of 'Beginning Balance' at the top of the record below the 'Unapproved' status line.
The Beginning Balance Stock Count Template is now ready to be used for performing the initial Stock Count. Click here for more information on Stock Counts via Browser, and Stock Counts via Mobile App.
Note: A Beginning Balance Stock Count will need to be created and entered in for each Restaurant Location.