Adding your inventory items to Kounta (Purchase formats)
Keep track of your stock with effortless ease - and always have what you need. This is the first step to experiencing seamless and dreamlike Inventory Management - quick and easy stock counts, centralized and/or automated purchase orders, automated cost monitoring, consistent wastage tracking and more.
This guide covers the steps to effectively adding inventory or stock items.
What’s in this guide?
Before you begin
Make sure that you have:
- Enabled the Kounta Inventory add-on
Add stock items
You add stock items the same way as adding normal products into Kounta. But here’s the difference: you may want to hide certain stock items from the POS - this depends on what kind of stock item you are adding.
There are two kinds:
- Stock items that are bought and sold on POS (e.g. keep cups, pre-made cupcakes)
- Stock items that are bought but NOT sold on POS (e.g. butter, flour, eggs)
Here’s how to add them.
Note - You can add your stock items in bulk using a CSV, but make sure to first look at the necessary settings below.
1. Under the Products page, select Add Products
2. In the dialogue box, fill in these fields:
Add new product: For components that you purchase, it is best to include their quantity in the name (ie not "milk" but maybe "Milk, Full Cream, 2L") - this makes stocktaking much easier.
Add Category: Adding your stock items to a category will make it easier to find. You can add more than one category if the stock item is associated with more than one. You can also choose to leave this blank.
Sales Price: If you sell the item, this will be the price of the item on POS. For stock items that you don’t sell or charge for, enter “0.”
Sales Tax: If you sell the item, select the associated tax. For stock items you don’t sell, you would still need to select a sales tax - it won’t affect the item unless you start selling it.
3. Select Save and edit product to input key product details (e.g. description, sell price, cost, tax settings)
Configure stock item settings
2. Under Accounting, indicate if you buy the item, sell the item, and/or stock the item.
- I Buy This Item - Toggled to Yes for items that you purchase from a supplier
- I Sell This Item - Toggled to Yes for items that you sell (If you want the item to appear on your POS, make sure it is also under a category), and toggled to No for items that are not sold to hide these from the POS.
- I Stock This Item -Toggled to Yes for items you need to be included in stock counts
3. Select Save
If the item is purchased, you can let Kounta know if the item is purchased in boxes, crates, packs, or cartons. Then, indicate the quantity of the product per box, crate, pack, or carton. When creating purchase orders, this saves a lot of time - just enter how many boxes you want and the price is calculated.
1. From the Inventory page under Products, you will be asked to choose from Made Here or Purchased.
- For stocked items bought from suppliers, choose Purchased.
- Made Here is for any item prepared in-store.
Note - you do not need to enter a separate price for the box, crate, and etc. Kounta will automatically calculate this based on how many items are in the box.
2. Select Save
Frequently Asked Questions
How do I manage my Inventory on Kounta?
This guide covers all the exciting capabilities Kounta has to help you manage your Inventory with utmost ease and efficiency.
How do I perform a stock count?
Now that you have added your stock items, you can easily generate a stock sheet on Kounta - this guide shows you just how easy it is.
How do I send purchase orders to my suppliers?
Kounta Purchase streamlines sending orders, receiving deliveries, and updating inventory and accounting. This guide takes you through the steps in creating purchase orders.
How do I automatically send purchase orders on a schedule?
Kounta Purchase enables you to save recurring purchase orders that automatically send on a schedule. You can set the day, time, and interval. Another option is to send order reminders to your own email.
Can I setup recipes with Kounta?
Yes you can! Enter your recipe once in Kounta and the stock levels of that product’s ingredients or components will be updated with every sale.
- When you sell a hamburger - 1 bun, 1 burger patty, 1 slice of cheese, 20ml ketchup will be reduced from your stock levels
- When you sell a rum & dry - 30ml of rum and 150ml of ginger beer will be reduced from your stock
We discuss everything you need to know about recipes in this guide.
What if I get stuck?
What's my next step?
Have you added in your suppliers? Remember that this is needed for you to start using Kounta Purchase.To save time in sending your purchase orders, you can also assign your suppliers to products/stock.