Below is a list of procedures that need to be completed at the end of every period. Though there will always be exceptions, it's a useful checklist to run through in case any of your data seems inaccurate.
- Close All Deliveries
- Make sure all deliveries have been accepted.
- You can accept a delivery even if it has been partially delivered.
- You can use 'No Doc' or similar as a reference where a document is not present, to be updated later.
- You can accept a delivery with a delivery note and update the prices later through List Deliveries.
- Complete Stocks
- Complete the stock counts using the system, through direct entry, printed stock sheets or the app.
- Import Sales & Process Batches
- Import your sales and process your batches if applicable.
- Check & Update Unlinked Sales
- Check the Unlinked Sales report for any new menu items that require a recipe.
- Perform a final sales import to refresh any sales updates. You should do this each time you have added or updated recipes.
- Batches should be processed after your sales import.
- Close the Period & View Reports
- Close the period to view your reports. Check and update the discrepancies by re-opening the period.
- Check & clear any discrepancies
- After a final check, the admin user (often GM or Head Chef, for example) will approve the period. No further changes can be made after this.
- Approve the Period
It's important to agree to and follow a deadline for period approval to maintain best cost control practices.
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