Enable stock tracking

A product's stock can be tracked in one of two ways: simple tracking on the finished product itself, or recipe-driven through the ingredients it consumes. Either way, selling the product decrements the right count automatically.

Simple tracking — for a bought-in item

Best for finished products you don't keep a recipe for — a bottled beer, a pre-made cake.

1. 1

   Open the product

   Under Items → Products, click the product you want to track.

2. 2

   Click Track stock for this item

   In the Stock tracking section, click the button. The product now has a count you can set and adjust.

Each sale decrements the count by one. See also Track stock on a product.

Recipe-driven — for something you make in-house

If a product has a recipe, its stock is driven by the ingredients it uses. You don't track the finished dish; you track its ingredients.

There's no separate "turn on tracking" switch for an ingredient. An ingredient is tracked as soon as it appears in a recipe. The moment you add an ingredient to a dish's recipe, that ingredient starts drawing down when the dish sells, and it shows up on the Stock levels tab.

1. 1

   Create the ingredient

   Add it under Ingredients with a unit of measure.

2. 2

   Add it to a recipe

   Open the dish under Recipes and add the ingredient with a quantity. That link is what enables tracking — there's no extra button. The same screen shows what each line costs and what the dish makes you, so you can price it while you are there.

3. 3

   Set a par level

   Back on the Stock levels tab, set the ingredient's par level so it can be flagged when it runs low and picked up by Purchasing.

Which to use

• Simple tracking — bought-in finished item, no recipe.
• Recipe-driven — anything you make in-house from raw materials, or anywhere you want to know ingredient-level stock (bar spirits, coffee beans).

You use one or the other on a given product, not both.

What's next

• Stock levels — set par levels and spot what's low.
• Recipes · Ingredients.
• The recipe page also carries the dish's menu price, so you can set what it sells for right after you have seen what its ingredients cost.
• Track stock on a product — the same steps, from the Items side.