Chapter 32. Store
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Store

IN THIS SECTION

Chapter 32. Store

Revision History
	25.09.2010
The Current on hand operational report was added. The Recalculate menu items task was removed. Group directories were added.
	17.08.2011
The Recalculate menu items task was added.
	08.11.2011
The Cost price calculation queue operational report was added.
	04.05.2012
The Stock item system settings directory was removed. Stock item system settings were moved to the System settings directory.
	28.11.2012
A description of the cost price calculation procedure was added.
	21.01.2014
A description of the Return delivery notes document list was added.
	30.07.2014
A description of the Alcoholic beverage sorts directory was added.
	14.08.2014
A description of the Alcohol declaration operational report was added.
	10.06.2015
A description of the purchase section was added.
	13.08.2015
Operational purchase reports were moved to the operational reports group.
	19.04.2016
A description of the Stock items with purchase prices directory was added.
	09.06.2016
Information about document filing times was edited.

Table of Contents

Cost price
Stock-in records
Return delivery notes
Stock-out records
Stock movement records
Stock adjustment records
Production records
Butchering records
Development records
Stocktaking records
Sales records
Planned cost records
Recalculate stock items
Recalculate menu items
Update recipes
Calculating
Stock item purchases
Active purchases
Original requests
Supplier requests
Stock on hand
Current on hand
Stock movement
Stock item turnover
Stock out by stock in
Stock in by stock out
Purchase price
Planned cost
Errors when closing store periods
Processing wastage percentages in recipes
Recipes containing stock items
Supplier requests by original request
Stock-in by supplier request
Cost price calculation queue
Store period closure
Stock limits
Stock items
Stock items with purchase prices
Stock item groups
Stock item types
Stock item categories
Stock item concurrences
Stock item units of measurement
Stock item unit of measurement groups
Stock adjustment record types
Stores
Store groups

The Store section is used for inventory planning and control. In Tillypad XL, inventory refers to stock items. Stock items are held in your business's stores.

Below is a list of stock control operations:

receipt of goods from suppliers,
release of goods to a third party,
movement of goods between stores,
preparation of meals according to recipes,
butchering of raw meat into cuts ready for use in the kitchen, etc.

As a result of all these stock operations, stock on hand changes.

The Store section provides a single location for the management of all stock control activities carried out across the entire organisation.

Stock control functions are as follows:

to adjust all stock in and stock out during the processes of production, storage, sale, deduction, and movement between stores, and to document all of the above activities in store records;
to relate stock out to stock in and make adjustments to avoid situations when stock out exceeds stock in;
to carry out stock monitoring across stores;
to configure the process of calculating cost prices and purchase prices, and to calculate and recalculate cost and purchase prices;
to set and reset the planned costs of stock items;
to run a partial or full stocktaking of stock items;
to generate the related documents.

The Store section includes document lists, operational reports, document lists for managing stock item purchases, settings directories, directories, and a group of commands to handle stock operations.

Document lists contain all information related to the stock-in and stock-out operations that take place in stores. The Store section includes the following document lists:

All stock operations except for planned cost calculation change the levels of stock items held in stores.

Document lists are opened from the Store menu of the program's main menu.

Figure 32.1. Selection of Store document lists

Purchase management allows you to organise uninterrupted inflow of stock items and goods and avoid shortages or overstocking.

Purchases are managed in the following document lists:

Figure 32.2. Selecting document lists for purchase management

The Store section enables the user to recalculate stock items and menu items in the specifications of store records and to update the recipes of compound stock items.

Stock items need to be recalculated if any changes are made to the stock items included in specifications. The result of recalculation is immediately reflected in specifications of store documents, which belong to user-defined types. The recalculation of menu items only affects the specifications of sales records. Therefore, this process only edits stock items that are deducted from the store after menu items are sold.

The recipe update operation is intended to make changes to recipes using averaged results from development records.

The Store section enables you to perform the following operations on documents:

These operations are selected in the menu Document operations.

Figure 32.3. Selection of an operation to handle Store section documents

Operational reports provide instant access to current information on stock-in and stock-out operations on stores. The Store section contains the following operational reports:

The Stock on hand and Current on hand operational reports are opened from the Store menu of the program's main menu. The remaining operational reports are opened from the Operational reports menu.

Figure 32.4. Selection of Store operational reports

Settings directories are intended to configure and save all management settings. The following settings directories are included in the Store section:

Figure 32.5. Selection of Store settings directories

The Store section contains the following directories:

Directories can be selected through the Directories menu of the menu Store.

Figure 32.6. Selection of Store directories

Document filing time

The document filing time is used to determine stock item purchase prices and cost prices.

For some store document types, you can configure a set filing time for each store.

Setting a document filing time allows you to run documents on the store and calculate stock item cost prices without interfering with other tasks.

Figure 32.7. Filing times for several document types in the store

Filing date and time for a new store record

When you create a document, the Document date displays the current date and time by default. If the store on which the document is created has not yet been determined, the date and time appear in grey.

Figure 32.8. Document creation date and time, store not determined

If the store has been select and no specific filing time has been set for this document type, the current date and time appear in black. They can be changed manually.

Figure 32.9. Document creation date and time, store selected, filing time for this document type not defined

If a specific filing time has been specified for this document type in the store settings, this time will be displayed in the field.The date will appear in black and can be changed manually, while the time will appear in grey and is read-only.

Figure 32.10. Default document filing time

To edit the default filing time, select the Edit time command in the Date drop-down list.

Figure 32.11. Changing the store document registration time

After you select the Edit time command from the Date drop-down list, you can change the time manually.