Stock Counts should be entered consistently, but if your restaurant was closed, you may have skipped your End of Month (EOM) Stock Count. Entering EOM Stock Counts is crucial to ensure that your COGS is trued up. These counts can be easily replaced by completing one of the following processes:
- Re-enter your last Stock Count
- Complete a new Stock Count
Re-Enter Your Last Stock Count
To re-enter your previous Stock Count, you will need to export it from R365 and then re-import it into the necessary Stock Count Templates.
First, open the previously entered Stock Count and click 'Export Count Sheet' in the 'Action' menu. This will download a CSV file that you will then save to your desktop computer.
Create a new EOM Stock Count and import the downloaded CSV file by clicking 'Import Stock Count' and selecting the correct file. The count will populate the Quick Details grid, and then 'Approve and Close' the count.
Complete a New Stock Count
Entering a new Stock Count provides a fresh count, but will leave your P&L with inflated COGS. Keep this in mind if you choose to simply complete a new count.
Use the necessary Stock Count Template and enter the new count. For more details on this process, review how to enter a Stock Count.