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Stocktake — counting stock by category

Updated: 2026-05-27

Stocktake — counting stock by category

Also known as: stock take, stock count, recuento, inventario físico, stock variance, reconciliación.

brasio's stocktake is built around the way bars actually work: count one category at a time, whenever you have a quiet moment. Spirits before service, kegs on the way out, wines once a week. No need to freeze the entire catalog.

Run a stocktake

  1. Open Admin → Inventario and stay on the Recuento tab (default).
  2. Tap the category you want to count — the grid shows every category in the catalog with its product count.
  3. For each product, enter what you actually counted in stock units (whole kegs, whole bottles, etc) in the Contado column. Skip products you didn't count; they won't be adjusted.
  4. Tap Calcular varianza.
  5. Review the preview table — each row shows the system quantity, what you counted, the delta in units, and the delta in euros.
  6. Tap Aprobar y registrar ajustes to commit. Each row becomes a stocktake_adjustment movement in the audit log.

Manager PIN above a threshold

Every tenant sets a euro threshold (default €50) on the total absolute variance across a stocktake submission. If the total goes over, you'll get a manager-PIN prompt on submit — same pattern as waste. The threshold is set in Admin → Tenant → Inventario.

This protects against typos. Counting a Glenfiddich bottle as "5" instead of "0.5" produces a €200 variance that should not pass without a second pair of eyes.

What gets counted

You enter counts in the product's stock unit, which is the whole container:

  • A keg of beer → 1 keg, not the ml left in the open one.
  • A bottle of wine → 1 bottle, not the glasses left in the open one.
  • A bottled beer or can → 1 unit each.

The "open container ml" and "open bottle glasses" on partial kegs/bottles are NOT recomputed by stocktake — only the full-container count. If you want the open container reset, edit the product manually in the Catalog and set Cantidad abierta to 0.

Concurrent edits

If a sale or waste happens between the moment you load the count grid and the moment you hit submit, brasio detects it and shows a yellow warning at the top of the preview: "Hubo movimientos durante el recuento — revisa antes de aprobar." You can still proceed — the math uses the latest server state, not the stale one — but you might want to refresh.

Where the entry shows up

  • Movements log — each adjusted product is one stocktake_adjustment row with the delta and the operator who approved it.
  • Shrinkage dashboard — the adjustment column shows whether you've been adjusting up (good news) or down (lost stock).
  • Stock history on each product editor — the adjustment is in the per-product timeline.

Not working?

  • A product I want to count isn't showing: it's inactive or has Track inventory off. Re-activate it in the Catalog editor, or tick Track inventory back on.
  • "Aprobar" button greyed out: you haven't run Calcular varianza yet. Counts must be previewed before they can be submitted.
  • Manager-PIN modal won't accept the PIN: the PIN belongs to the employee, not the till. Use the manager's own login PIN, and their employee ID (shown on Admin → Empleados).
  • A counted row is marked "omitido" in the preview: that product was already counted in the same browser session. Submit what you have, then re-load the page if you need to count it again.

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