A stocktake that is finished before we leave the building

The managed stock take

The full traditional service: our stocktakers come to you and do everything.

1. 01

   Set up your product list

   We load your bar and kitchen lines, cost and sell prices and unit measures — from your existing spreadsheet, supplier price files or a first-visit build.

2. 02

   Count on site

   Your stocktaker (or your own team, on their own venue login) counts location by location on a phone or tablet. Every entry syncs live and a full backup of the count is stored.

3. 03

   Reconcile purchases & sales

   Deliveries are entered invoice by invoice and till sales are imported by PLU, so opening, purchases, sales and closing all tie back to real documents.

4. 04

   Report and review

   GP, variance and purchase reports are published to your client portal the same day, most recent first, with PDF and Excel downloads for your management pack.

The Self-Count model — same reports, roughly half the cost

Traditional stocktaking prices excellent operators out of the market. Self-Count puts the counting in your team's hands and keeps everything else with us. It is faster too: a stocktake usually takes three to four hours, but our Self-Count model lets several people count different locations at the same time — one on the bar, another in the keg room, another in the kitchen — with every figure syncing live into the same count. Many clients mix the two — self-counting monthly with an independent stock audit from us each quarter.

1. 01

   We set you up together

   We come to your venue, complete the opening stocktake with your team and show them exactly how to use the system — so the first count is done properly, together.

2. 02

   Your team counts on the app

   Staff count location by location on their own phones or a tablet — no pen, no paper, no transcription errors. Every entry syncs live to our office.

3. 03

   We do the heavy lifting

   Cost prices, selling prices and invoice processing are managed by us every week, so your purchases are already live in the system before you count.

4. 04

   Reports the moment you finish

   Because everything is reconciled as you go, first-draft GP and variance reports are ready the moment the count closes — not a week later.

Between counts: weekly flash reports

Physical counts give you the truth once a month; our weekly flash reports keep the picture sharp in between. You enter sales, wages, hours and purchases once a week and we return an estimated GP, labour cost, prime cost and stock-health snapshot — with commentary and actions — straight to your client portal.

Full detail on what we count and report on is in our stocktaking services, or talk to us about your venues.