Below are the sample reports available to choose from for your venues stocktake(s), they Include all of the Information relevant to your venues stock holding and are designed to help you make the best decisions regarding any changes you wish to make. On completion of every on-site stocktake, I will go through the result with you and I'll also Include any comments, observations and recommendations for you to view, consider and action.

There are Three reports available to choose from, the Food report and the Bar report, they can be either separate reports or a combined report. This also allows you to conduct both Food & Bar stocktakes on the same day or to split them up - Food Weekly and Bar Monthly. This is possible because most modern and up to date EPoS systems allow you to create separate reports.

Daily Averages - I use daily averages as they show your venues daily performance over the stock period which clearly shows changes in your venues performance over the 13 stocktake periods and can show rises and falls in performance.

Record Keeping: It's most Important to keep accurate and up to date records of your Takings, Deliveries, Credits and Waste to enable me to provide you with your results, I'll also need a PDF copy of your EPoS, PLU Sales report for the period in question, without this Information, I may not be able to provide you with a result.

 

DISCLAIMER & FOR YOUR INFORMATION:

ALL RESULTS SHOWN IN YOUR STOCKTAKER EEPORT(S) AND RESULT(S) ARE BASED ON INFORMATION SUPPLIED TO ME, THE STOCKTAKER, BY YOU, THE CLIENT.

NO RESPONSIBILITY CAN BE ACCEPTED BY ME, THE STOCKTAKER, IF YOU, THE CLIENT, SUPPLY ME WITH ANY INCORRECT, OUT OF DATE OR ERRONEOUS INFORMATION WHICH AFFECTS THE RESULT(S).

I will check and Inform you if I suspect there are any Issues.

All Information is kept strictly Private & Confidential and will NOT be disclosed to any unauthorised person or entity without your written permission except in the case of any Criminal, Insolvency or HMRC Investigation request.

Buy using me as your Stocktaker, you agree to the above statements.

My computers are password protected and only I have access to them so your Date & Information is safe and secure.

 

SAMPLE STOCK REPORTS

1. Food Stock Report (3 pages - separate report)

For Food only venues, the Item Costing, Pricing & Profit with Variance analysis shown on page 3 of the detailed report can also be Included in the Basic Food Stock report. NOTE: Page 3 is Optional.