Stock Take App for Hospitality
Stay on top of inventory with structured stock counts. Set minimum levels, run count sessions, and get alerted when items are running low.
Running a stock take
Follow these steps to set up your inventory, run a count, and stay ahead of shortages.
Set up stock items with minimum levels
Navigate to Settings > Stock and add the items you want to track. For each item, set a name, unit of measurement, and a minimum level. When stock falls below the minimum, Shiftbreeze will flag it automatically so you can reorder before you run out.
Start a stock take session
When it's time to count, go to Stock > Start Count. This creates a new session with all your tracked items listed. The session records who started it and when, so you have a clear audit trail for every count.
Count items and enter quantities
Work through each item and enter the current count. The form shows the item name, unit, and previous count for reference. Staff can enter counts quickly using the number pad or by adjusting up/down.
Submit the session
Once all items are counted, tap 'Submit stock take'. The session is saved with a timestamp, the person who counted, and the quantities recorded. You can also add notes — useful for explaining discrepancies like 'spill' or 'damaged stock'.
View low-stock alerts
After a count, items that fall below their minimum level are flagged as low stock. The Stock dashboard shows these alerts front and centre so you can act before you run out. Owners and managers can also be alerted by email and push notification when a count finds items below minimum — push alerts are capped at once a day so repeat counts don't spam the team.
Get the most from stock takes
A few ways to keep inventory accurate and prevent shortages.
Up next
Explore other features that work alongside stock management.
Common questions
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