Filling in the stock import template

The stock import template is how products, ingredients, purchase units, stocktake units and recipe components arrive in PowerEPOS Stock. Filled in accurately it sets the venue up correctly from day one; filled in loosely it has to be unpicked later. This is what each column means.

It covers everything you buy and count — packaged goods, fresh ingredients, beverages and recipe items alike.

The PLU number for the stock item. Where an item is sold and bought in the same unit — beers, wines — this should match the PLU number already in the POS. Where it is bought in a different unit — spirit bottles, food ingredients — give it a new PLU number, or leave it blank and Triniteq will allocate one when the file is processed.

Used for reporting and analytics. Match the groups already configured in the POS where you can, to avoid duplicates; a new group name is created as part of the import.

The name used on stock reports, purchase orders and stocktakes. Leave sizes and units out of it — they are managed separately. Use Peroni, not Peroni Keg.

One of three:

• 1 — I purchase this item.
• 2 — I produce this item as I sell it, never storing it.
• 3 — I pre-produce this item.

The unit you want to count the item in and see it in on stocktake reports. Think about how it is used in a recipe too.

• Packaged beer is usually 1 × unit: you count cans and bottles.
• Tap beer is 1 × litre, so counts and discrepancies are in a standard unit.
• Wines and spirits are 750 × ml, by the bottle size — millilitres rather than units, because the POS sells them as a shot or a glass.

How you buy the item in, as a multiple of the stocktake size and unit. Tap beer is bought as a KEG (the descriptor) of 50 (the size) lt (the unit).

The supplier's product code for the item, as it appears on their invoices.

The supplier you buy it from. One is enough for now — other suppliers can be added later from the POS.

The current cost price, per stocktake size and unit.

The starting count to set stock up with, per stocktake size and unit. Note the date and time the count is valid from.