Rolling Stock

What is Rolling stock? – Rolling stock is a feature on STO that can be used to automatically roll the stock over as closing stock to the next period if no manual intervention is required for a product/s.

The calculation occurs when the period is closed and it takes into account the following potential stock movement processes:

• Opening stock
• Deliveries
• Adjustments
• Transfers
• Sales
• Batch Processing

Rolling stock is a very useful feature as it can save a lot of time especially when the restaurant is closed for a prolonged time, however, the closing stock calculated will always be theoretical and hence should be checked manually at some point to avoid any variance. Relying solely on rolling stock is not recommended, but careful use of this feature may be beneficial.

If stock count is done manually from the stocktake option, it will override the rolling stock count.

This feature will be disabled at the time of onboarding but can be enabled anytime from your end by following the below steps: -

The rolling stock feature starts working from a currently open period after it is enabled.

• Go to Setup > Location Setup

• From Other Settings, tick the checkbox next to Enable Rolling Stocks and Ignore negatives. Don’t forget to save settings after enabling/disabling the feature.
  
• Now, go to Product Category Setup & select all the categories & groups for which you want this feature to be enabled.

• Period 10 was the current open period.
• Rolling stock is now open from period 10 and will do stocktake automatically for the Beer group until any manual process is done for any of the beer products. For checking stocks, close the period & click on Stock Review from the left panel. Select respective period & Category and click on Show details.
• Since we have enabled rolling stock for Beer, let’s check that category.

• Now if period 11 is also closed without doing any manual changes for any of the beer products, the same stock will be rolled over to the next period. Let’s close period 11 and check.

(*)Indicates product is set on rolling stock

• Same stock for all the beer products has been rolled over to period 11 as it was on rolling stock and there was no manual operation performed for any of these products.
• Now, here if any manual operation is performed like purchases, delivery, transfer, or adjustment – the stock count will be changed accordingly even when the item is set to rolling stock. Let’s check this with an example.

Scenario 1: When there is no manual operation for beer products in period 11, the same quantity would be rolled over as closing quantity.

Scenario 2: When an order is created for one item during period 11. Closing stock for that item would be changed even when it is set to rolling stock.

• In this example, rolling stock was enabled from period 10, and the stock was rolled over to period 12 after periods 10 & 11 were closed without any manual operation. Now if periods 10 & 11 are opened again on STO, rolling stock will be set to 0 for periods 11 & 12.

• If rolling stock is enabled, the system will automatically calculate closing stock for all the categories/groups for which the feature is enabled. This feature can be enabled for a few or all categories or groups depending on the requirement.

• For disabling this feature, go to Setup > Location Setup. Untick the checkbox next to Enable Rolling Stocks in Other Settings and save the settings.

Please speak to the STO Support Team for more information.