This help article was translated using AI and may contain inaccuracies. If you are unsure about any information, please refer to the original version in French for accuracy.
An inventory is a periodic procedure of counting and accurately recording all available food products, beverages, supplies, and equipment in your establishment, with the aim of tracking quantity, value, and effectively managing the resources necessary for its operation. This helps control costs, prevent losses, and ensure optimal stock management.
💡As a general rule, it is recommended to conduct an inventory at least once a month, preferably at the end or beginning of the month.
The Yokitup management tool offers various methods for conducting an inventory, including:
Simple and Complete Inventory.
Simple and Partial Inventory.
Sub-inventories, consolidation, by storage area.
Below, you will find a detailed explanation to help you determine the most appropriate type of inventory for your establishment. It is important to note that if you manage multiple sites on Yokitup, each site can opt for a different inventory method. The goal is to find the method best suited to each establishment.
Simple and Complete Inventory: This is generally the monthly inventory at the end or beginning of the month. "Simple" because it involves counting all products in a single session, and "complete" because it covers your entire stock. This method is recommended when the same person manages the inventory, and it is essential not to overlook any product, including those out of stock.
Simple and Partial Inventory: Often conducted mid-month, this inventory only concerns a portion of your products. You can use tags to define the category of products to be inventoried.
Inventory by Sub-Inventory: This method allows you to segment the inventory by creating sub-inventories by storage area. Once all sub-inventories are completed, you consolidate them to obtain a global inventory, called "the consolidated." It is recommended to use this approach when multiple people participate in the inventory at the same time or when your establishment has specific pre-established storage areas.
If you have difficulty choosing the method that suits you best, do not hesitate to contact our support service, which will guide you in choosing the appropriate method. Once you have made your choice, you can consult the relevant article below.