End of Month Inventory | FoodEase Help Center

End of Month Inventory (stock take) is the periodic count workflow. Staff record physical quantities per item at a store location, compare them to system on-hand figures, and submit counts for approval before variances drive Stock Adjustment.

End of Month Inventory list page

Who can use this page?

Users need at least one of:

Edit Stock Take
Approve Own Stock Take

How to open End of Month Inventory

Log in to FoodEase Office.
Sidebar → Inventory → End of Month Inventory.

Page overview

Column	Description
Id	Stock take reference
Initiator	Staff who started the count
Approved By	Approver (when completed)
Rejected By	Staff who rejected (if applicable)
Status	Draft, Pending, Completed, etc.
Location	Store location counted
Date	Effective date of the stock take
Actions	View or edit

Filter / tool	Description
Date range	Load stock takes within a period
Location	Filter by store location
Create	Start a new stock take

Create a stock take

Click Create → /dashboard/stocks/create-stock-take.
Select a Store Location and Effective Date (calendar picker).
Items load with system Quantity on Hand. Enter Stock Take Quantity for each line.
FoodEase calculates Variance (on-hand minus counted).
Choose an action:
- Save as Draft — continue later.
- Submit — send for approval (wording on form buttons).

Each line requires a stock take quantity. Use search within the form to find items in long lists.

Edit a draft or pending stock take

Statuses Draft and Pending allow editing from Actions. Open the create/edit form to update counts before approval.

Approve a stock take

Open the stock take view from the list.
An approver with Approve Own Stock Take (or broader stock-take rights) confirms or rejects the count.
When status is Completed, variances can be applied via Stock Adjustment.

Search and filter

Pick a date range to see stock takes for a closing period.
Filter by Location to review one store’s counts.

Best practices

Count during quiet periods and freeze receiving where possible for accurate variances.
Record Effective Date as the physical count date, not the data-entry date.
Run stock takes before month-end reporting; follow with Stock Adjustment for completed takes not yet adjusted.
Ensure items have correct store locations on the Items catalogue.