Operating Stock

This article discusses how to generate and interpret Operating Stock Reports found in the Inventory Module.

The Operating Stock Report provides a detailed breakdown of stock activity across your outlet(s), allowing you to compare theoretical and actual stock levels, identify variances, and investigate potential operational issues. It is a key reporting tool for spotting gaps in stock tracking such as unmapped sales, missed deliveries, or unreported wastage.

How to Access the Report

Navigate to:

 

Inventory > Stock > Operating Stock


OR

View OPS of a specified period using the actions drop-down located next to the period.

⚙️ Report Setup Options

Before generating the report, you can customise the output using the following filters:

• Revenue Outlet – Select the specific outlet(s) you wish to report on

• Revenue Class – Choose the relevant purchasing class (e.g. Food, Beverage, Consumables)

• Search Criteria – Choose whether to view data by:

  • Stock Period (defined in your inventory cycle)

  • Custom Date Range

• Period Start / Date Range – Enter the stock period or start/end dates depending on the above selection

• Search Factor – Optional refinement to narrow down results

• Item Type Filter – Choose whether to display:

  • Products

  • Recipes

  • Sub-recipes

Report Structure

The report is presented as a column-based breakdown, grouped in the following order:

1. Outlet

2. Category

3. Individual line items (products, recipes, or sub-recipes)

Each row displays the following data:

• Opening Stock Value - The stock valuation at the time of the opening count.

• Deliveries - Any confirmed deliveries that fall within the defined period.

• Transfers - Any completed transfers between revenue outlets.

• Wastage - Wastage recorded on Kitchen CUT.

• Usage - Depletion from EPOS sales

• Theoretical Closing Stock - The expected stock valuation.

• Actual Closing Stock - The stock valuation at the time of the closing count.

• Variance - Between theoretical and actual

🛠️ Customising the Report View

• Use the Adjust Table View dropdown to hide or show specific columns as needed.

• This allows you to simplify the output or focus on specific areas (e.g. wastage, variance).

Live Theoretical Calculations

• If you select an open stock period, the report will calculate theoretical figures live, up to the last uploaded sales record.

• This is particularly useful for ongoing performance checks before a period is closed.

🧠 What the Report Helps You Identify

This report is a valuable operational tool for detecting:

• Unmapped sales items (causing underreported usage)

• Deliveries not yet accepted (appearing as missing stock)

• Missing or incomplete wastage reporting

• Unexpected variances in theoretical vs. actual closing stock

• Incorrect inventory settings across classes or outlets

💡 Best Practices

• Focus on high-variance categories or products — these often highlight underlying system or operational issues.

• Encourage teams to regularly update deliveries and submit wastage correctly to improve report accuracy.

• Use filters and view customisation to tailor reports to different outlet managers or stock controllers.

❓FAQs

Can I export the Operating Stock Report?
Yes — use the export button at the top of the report to download a copy in Excel format.

Why are some theoretical closings inaccurate?
Check for missing mappings, unconfirmed deliveries, or missing sales data uploads.

Does the report update automatically?
Yes — theoretical data updates in real time for open periods, based on the latest available sales and stock entries.

🆘 Need Help?

📧 Email Support: support@kitchencut.com
📝 Submit a Ticket: Submit a ticket