From the Stock management application, select the Inventory menu and press the + button to add a new inventory:
Select the date on which the script quantities will be read, and the date on which the stock will be reset.
!BE CAREFUL TO SELECT THE DATE AND TIME. Given that stocks are declining in real time in Ebriza, it is very important to select the exact date and time.
After setting the date, you will have three options to enter the stock:
If you have created a custom filter, click on the filter and the inventory list will be populated with all the goods and raw materials included in that filter.
Click here to see how you can create custom filters for your stock.
If you have tags set for your stock, click on a tag and the inventory list will be populated with all the goods and raw materials that contain that tag.
You can add all raw materials or all goods in bulk by using the two buttons corresponding to each stock type.
Set the physical quantities.
Save the new inventory.
Saving the inventory does not change the stock. The inventory document records the count — the book quantity (the quantity in the application as of the selected book date), the physical quantity (the quantity you actually counted), and the difference between them. After you click “Save”, the stock in Inventory remains exactly as it was before: the difference is recorded, not corrected. For the book stock to be aligned with the physical stock, you need to perform the reset yourself, following the steps below.
The reset records stock movements only for the rows you have selected — unselected stock items remain at their previous quantity.
IMPORTANT: The stock reset will only be possible if the user has reset permissions. Click here to find out what you need to do to obtain reset rights.
Select the stock items you want to reset.
Click the icon in the top right corner to reset the stock.
If you change your mind or notice mistakes in the stock reset, you can revert to the quantities before the reset by selecting the stock items for which you want to cancel the reset.
Click on Cancel stock reset.
Save the changes.
You can also export the stock by clicking on the export icon in the top right corner.
What Appears and What Does NOT Appear in the Inventory List
The inventory list is populated only with merchandise and raw materials, meaning only items that have a stock record in Inventory Management. A product configured in Product Catalog as “Contains recipe” is a MENU item, not an inventory item: it does not have a stock record, does not appear in the inventory list, cannot receive a quantity, and cannot be reset. When it is sold, the ingredients from its recipe are deducted, not the menu item itself.
So, if you have a prepared product that you sell (a cake, a sauce, a pizza), what you count and what you inventory are the raw materials in its recipe - flour, butter, sugar - not the menu product itself.
“Finished Product” Can Mean Two Different Things - First Check Which One You Have
Before starting the inventory, check where the item exists in your system: as a recipe-based product in Product Catalog, or as a raw material (semi-finished product) in Inventory Management - Stock. These are two different places with two different behaviors, and you cannot tell which one it is based on the name alone, because the same cake can exist in both. Only the inventory item - merchandise or raw material - is inventoried and can be reset.
If You Want to Keep Stock Directly on the Finished Product
The finished product must exist as a raw material with a sub-recipe, and the menu sales product must use it in its recipe. A merchandise item cannot have a sub-recipe and cannot be produced: if you create it as merchandise or as a simple raw material, the “Sub-recipe Ingredients” section, the “Produced at locations” field, and the “Finished Product” action will never appear. The raw material is created from the product recipe, in Product Catalog, not from Inventory Management - Stock: that screen does not have an add button. See the article “Finished Product with a Sub-recipe in the Recipe”.
A Semi-Finished Product Without Production Activated Does Not Appear in the List Either
If you have a raw material with a sub-recipe for which production has not been activated (the default situation, and the correct one for a single location), the inventory automatically replaces it
Finished Product and Semi-Finished Product in Inventory
The inventory list includes only inventory items: merchandise and raw materials. A product in the Product Catalog set to the type “Contains recipe” is not an inventory item, does not have a stock record, and therefore never appears in inventory and cannot receive a quantity. For this type of product, you count and inventory the ingredients.
A semi-finished product (dough, cake base, cream, sauce) keeps its own stock only if it is created as a raw material with a sub-recipe. When you add it to the inventory, if production is not activated for the location - meaning the location is not checked under “Produced in locations” on the raw material record - the application does not add the semi-finished product itself to the list. Instead, it adds the ingredients from the sub-recipe and displays a warning. If you want to inventory the semi-finished product as such, first check the location under “Produced in locations” and only then build the inventory list.
The quantity of a semi-finished product that you have already produced must NOT be entered using “Reset stock”. You record it using the production document: go to Inventory Management -> Stock, find the raw material with the sub-recipe and, from the three-dot menu on its row, select “Finished Product”. In the “Production” window, enter the date on which you actually produced it - the “as of date” field also accepts a date in the past, so you can even enter the inventory date - as well as the location and quantity in the “I produced” field. The resulting movements can be seen under Inventory Management -> History as “Production”: an increase for the semi-finished product and a decrease for each ingredient.
Why production and not reset: production performs both movements, meaning it adds the semi-finished product to stock while simultaneously deducting the ingredients consumed. Reset only performs the first one: it creates the quantity out of nothing and leaves the flour, eggs, and sugar in stock, even though they are physically already part of the finished product. You end up with the same goods counted twice and with an inventory that does not reconcile. “Reset stock” is for correcting a counting discrepancy, not for recording production.
Stock items are not created from Inventory Management -> Stock. The page has no add button: it only includes Bulk Edit, Consumption Note, Transfer, Reset Stock, Reload, Export, and Search, plus editing from each item's row. From there, an existing item can only be edited - this is where you add the sub-recipe ingredients and check “Produced in locations”. A new item is created from the Product Catalog, most simply directly from the product recipe, without an invoice and without a GRN; its stock remains at 0 until the first stock movement. See the article “Finished Product with a Sub-Recipe in the Recipe”.
Edge cases
Inventory is a periodic reconciliation, not a daily check
Inventory counts are performed periodically — once a month, once a week, or as often as you have decided for your business — to bring recorded stock in line with actual stock. Don’t use inventory counts to find the cause of a discrepancy: if you count and reset the stock every day, the reset removes the discrepancy you were supposed to investigate each time. When physical stock does not match recorded stock, the cause should be investigated in Inventory - History, by checking the stock movements from the relevant days. See the article “Physical Stock Doesn’t Match Recorded Stock: How to Find the Cause.”
Inventory on a previous date: You can add an inventory with a past date and time (e.g., if you forgot to record it at the actual moment). Caution: stocks decrease in real time, so selecting the exact date and time matters.
Reverting an erroneous inventory: After resetting, if you spot mistakes, select the affected stocks and use "Cancel stock reset" from the top menu. Changes reflect immediately in History.
I completed the inventory, but the stock still shows the old quantity: this almost always means that the inventory was saved, but the stock reset was not performed. Reopen the saved inventory, select the stock items, and click “Reset Stock”. If the button does not appear, this is not a malfunction — it means the user does not have permission to reset the stock (see the article “Why can’t I reset my inventory?”).
The Book Quantity Always Matches the “History”
The book quantity you see and save in the inventory is exactly the quantity remaining in History for that stock, at the selected book date and time. The two screens can no longer show different numbers. Movements recorded exactly at the selected date and time are also taken into account, so if you want a movement from that exact time to be excluded, choose a time before it. If you have an older inventory where the book quantity did not match History, open it again: the correct value is now displayed. You do not need to recreate the document, and there is no longer any need to clear your browser cache or open it in another browser.
A saved inventory can change its figures later
The inventory always displays the actual stock situation at its book date. So, if after saving the inventory you record a movement with a date earlier than the book date — such as a production entry completed later or an NIR with a backdated receipt date — or correct a purchase price from that period, the next time you open the inventory, the book quantity and “Purchase cost for difference” may be different from the version you previously printed or exported. This is not an error: the document has been aligned with what History currently shows. If you need the exact figures from the time the stock count was performed, keep the export made at that time.Rows that have already been reset are no longer updated
After you reset a row, its book quantity remains the historical value from which the reset was made, together with the purchase cost for the difference. These values no longer change when you reopen the inventory, change the book date, or use the quantity update function. If you need that row to be recalculated, first cancel the reset on it (“Cancel stock reset”), because only cancelling the reset also reverses the movement recorded in stock management.
[tags: stock management, inventory reset, update, add inventory, inventory preparation, physical quantities, script quantities, physical quantity, script quantity]