Stocktake units and conversion

Overview

• Each stock item has a base unit inherited from its Ingredient/Recipe/Product context.
• A Stocktake unit label lets staff count in a practical unit such as tub, bag, tray, bottle, or batch.
• The conversion factor defines how much base-unit stock one Stocktake unit contains.
• Minimum and Target values entered in Stocktake units are converted and stored consistently in the base unit.
• For a Product stock item, the base unit is Each.

When to use this

• Use a custom Stocktake unit when staff naturally count packages rather than grams, millilitres, or individual base units.

Step-by-step

1. Choose a short Stocktake unit label such as tub or bag.
2. Enter what one unit contains, using a measurement compatible with the base unit.
3. Check the displayed conversion before saving.
4. Enter Minimum and Target using the same practical Stocktake unit.
5. Run a small test Stocktake to confirm staff interpret the unit correctly.

Common mistakes

• Do not define a conversion using incompatible units such as litres for a weight-based Ingredient.
• Do not change conversion factors casually while an active Stocktake is in progress; the Stocktake captured its own snapshot at start.
• Do not mix 'packs to buy' with 'units physically counted' unless they genuinely represent the same quantity.

Troubleshooting

• If a conversion is rejected, use a measurement compatible with the item's base unit.
• If Current stock looks multiplied/divided incorrectly, review the Stocktake unit conversion first.