Your first stock
One stock from start to finish, in the order you do it.
This page walks through one stock at an outlet, from start to finish. Each step links to its own page if you want the detail.
Sign in and pick the outlet
Sign in from the invitation email we send you. The first time, Stock Express asks for your practice's telephone and email, which go on every report.
The outlet's name is at the top of the screen. Tap it to switch to another outlet, or to add a new one. If we imported your houses from PSSA, they are already there. See Outlets.
Set the period dates
The app opens on Stock details. Set the OPENING DATE and CLOSING DATE from the calendar, and the stocktake type if it is not an ordinary stock. See Stock details.
Count the stock
Open Stock count and tap an item. The count pad opens with a column for each location, the cellar and ullage. Put the figures in, tap Finish this item, and move on to the next. Everything is saved as you go, even with no signal. See Counting.
Check the count
Stock count check lists every figure you put in, item by item. Read it down for slips and type over any that are wrong. See Checking the count.
Put in deliveries and credit notes
On Deliveries, tap New delivery and enter the invoice: supplier, date, reference, total and lines. Finalise it and its lines go onto the sheet as purchases. Credit notes go in the same way on Credits. See Deliveries and Credit notes.
Type in the till
On Till sales, type what the till sold of each item. Enter takes you down to the next one. Shortfalls against the sheet show in red. See Till sales.
Put in the takings
Back on Stock details, type the Total receipts, and any adjustments and allowances. The result underneath shows the expected takings, the surplus or shortage and the gross profit. See The stock result.
Look over the extended sheet
Extended sheet shows every line in full: prices, opening, purchases, credits, closing, sales and the till difference. It warns you about any negative sales before you close. See Extended sheet.
Print the report pack
Open Reports, tick the reports you want in the sidebar, and tap Print / save PDF. See Reports.
Start the next period
On Stock details, tap Start new period. The period is archived, and its closing stock becomes the next opening. See Closing a period.
Want to see this with one of your own outlets? Book a demo.