The article that follows explains how to take stock in DineConnect. Keeping track of physical stock and cross-referencing it with financial data is one of the benefits of stock taking, which also helps to validate internal controls.

Steps to stock take:

• Log in to your DineConnect account.

• On the left side of the dashboard, under the “Inventory” option, click on the “Stock” tab and select the “Stock Take” option.

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• Select the “Create Stock Take” button and enter "Basic Information," such as stock take, date, name, and remarks. Then “Save” the basic information.

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• Click on the stock take’s “Actions” drop-down, select “Edit Stock”.

Note : Now the status is under "Draft”.

• The Add Stock take Item screen displays.

• Enter the “(Item) Portion Name”, “Physical Qty” and choose "Unit”.

Note: You can use the “Import” button to bring Excel data to DineConnect.

• Then click on “Add Item”.

• Click on the back button to return to the stock takes screen.

• To update the stock, select the “Actions” drop-down and select the “Update Stock” option.

• The updated stock take will be shown as such.

Steps to Take Stock take Report:

• Go to the left side of the dashboard and select "Inventory”.

• Then go to "Reports”, select “Inventory” and click “Inventory stock by date”.

Note : Now the status is "Processed”.

• INVENTORY STOCK BY DATE window opens. Enter “Transaction Date”, which is today, and “Item Name”.

• The result will be shown as such.

This concludes the stocktaking process. Regular stocktaking will assist you in determining whether your stock levels are accurate, allowing you to avoid overstocking as well as under stocking.