Guide - Stock & Business Intelligence Reporting

Stock is an additional module within CyBake. For more information please email [e-mail]

In this guide we run through the process of Stock and how you can also use Business Intelligence to analyse the data.

1. Stock Setup
2. FAQs on Stock
3. Printing a Stock Take Sheet
4. Starting a Stock Take
5. Unconfirm Stock Take
6. Deleting a Stock Take
7. Viewing Stock Levels
8. Business Intelligence - Bakery Stock Analysis

Stock Setup

The are a few steps to undertake to ensure you get the best experience when you first start using the Stock module:

Product Groups and Product Categories/ Groups

In order to sort and organise line in your Stock easily. you can setup Products and categorise a Stock Take efficiently, you can setup with Product Groups and Product Categories/ Groups

Please see the following Guide on Product Groups, Categories & Category Groups

 

Zero Lines

When you first come to look at Stock Levels, you may find numbers that are not related to your current Stock

To reset your Stock Levels, start a new Stocktake and add all Products. Next click the Zero lines button to reset your Stock Levels to 'zero'

Hit Save and Confirm Stock Take when finished

 

 

 

 

Deducting Stock on reports setup

In some End of Day production reports, you can filter to setup and Deduct Stock from a selected production date.

 

Deduct Stock can be set on the following reports:

Order Array

Order Summary

Preparation Sheet V2

Production Summary

 

 

 

FAQs on Stock

At what point does the Stock Level reduce?

 

Running Delivery Notes will deduct your Stock.

Shorts won't change Stock levels as the short could be a result of damage/wastage etc.

 

Why do I have a negative Stock?

If your report is showing negative Stock it means either Stock hasn't been entered, or an entered Stock Take hasn't been completed. To level everything back to zero add a new Stock Take, adding all Stocked items, then click Zero Stock Take Lines and complete.

It's recommended if you don't use Production (to record items you've made in advance) to zero all lines like this daily, as well as adding the items carried over. 

Why has Stock not been deducted on my report?

Please check that:

• The Stock Take has been completed/confirmed. To check this search for the Stock take and check the status at the top, next to the date.
• The production report has 'Deduct Stock' selected in the Setup.

For any further questions, please don't hesitate to contact our Support team
[e-mail]

Printing a Stock Take Sheet

Cybake allows you to print off a Stock Take sheet, prefiltered by specified Products or Product Categories

Head to the End of Days screen and +Add Report / Stock Take Sheet - Set your Products or Product Categories and continue on to generate your Stock Take Sheet

 

Starting a Stock Take

To create a Stock Take navigate to Stock / Stock Takes then click New Stock Take

Click +Add new stock take to begin

 

 

Then click +Add products to stock take

 

With your Stock Take laid out, you can begin to adjust quantities.

You can also Save your Stock Take and come back to it at a later point

 

Once you are happy, you can Confirm the Stock Take

 

Video below shows usual workflow when saving and confirming Stock Takes

 

Unconfirm Stock Take

 

To Unconfirm a Stock Take, just hit X Unconfirm stock take. You can then edit quantities again

 

Deleting a Stock Take

 

To delete a Stock Take that's in progress 

 

 

 

Viewing Stock Levels

You can View Stock Levels based on upcoming orders for a selected date going forwards and at a glance of 7 days

Head to Stock / Stock Levels

Business Intelligence - Bakery Stock Analysis

Business Intelligence - Bakery Stock Analysis is an additional module within Cybake

For more information , please email [e-mail]

How StockTake dates work with Business Intelligence report 

One thing to note when taking a Stock Take is that you have 7 days from the date of the Stock Take to make changes or log the Stock Take.

This is because Business Intelligence data builds back seven days

For example

You take a Stock Take for the 10th May on the 10th May

You then have a 7 day window from the 10th to log any changes and confirm the Stock Take

These numbers will then be recorded in the BI

Any changes made to the Stock Take after the 7 days will not register and may incur a charge for a developer to rebuild the data.

Bakery Stock Overview

An overview of bakery ingredient stock levels and usage at the specified cost value in Cybake. Usage is based on the ingredients used in the products despatched between the selected date range.

Bakery Ingredient Reconciliation (Despatched Based)

Calculated closing stocks are based on ingredients' opening stock plus what was delivered minus the ingredients used in despatched products.

'Used In' Data Validation

Are ingredient, recipe and products set up correctly?

Select a Recipe or Product from the top table and see the Ingredients used to make it.

Select an Ingredient in the bottom table to see which Recipes and Products use it and how much.

Stock Take Comparisons

A comparison between the qty and value of the most recent stock take and a previous stock take