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Inventory & Stocktake

Inventory stock vs Sold Out availability

Keep physical inventory counts and customer-facing availability separate so low stock does not unexpectedly hide menu items.

Overview

  • Inventory answers 'how much stock do we believe is physically on hand?'
  • Availability answers 'may staff/customers sell this Product or Modifier right now?'
  • Current Inventory stock does not currently auto-switch Product/Modifier availability to Sold Out when a threshold is crossed.
  • Likewise, marking a menu Product Sold Out does not by itself rewrite the underlying Inventory count.
  • This separation avoids one imperfect count automatically shutting off customer sales.

When to use this

  • Use Inventory for counting/replenishment and use Availability/POS/KDS Sold Out controls for immediate selling decisions.

Step-by-step

  1. Use Current stock/Stocktake to maintain the physical quantity.
  2. When the kitchen determines an item cannot be sold, use Product/Modifier Availability.
  3. Choose Tomorrow or No plan as appropriate for the sell-out.
  4. Correct Inventory separately through Stocktake or the supported inventory workflow.

Common mistakes

  • Do not assume a Low badge automatically blocks orders.
  • Do not fake Inventory counts merely to make a product disappear from Online Ordering.
  • Do not delete a menu item because physical stock is temporarily zero.

Troubleshooting

  • If a zero/low Inventory item is still sellable, that is expected unless Availability was also changed.
  • If a Sold Out item still has positive Inventory, review whether the shortage is operational rather than a counting error.