Administration - Outlets

Add Outlet

The Outlet name can have up to 30 characters. Type it in and press Enter.
You must not use either a single quote or double quotes characters.

You will then be able to select which outlet you wish to copy from the drop-down box.

The Outlet Number must be unique and between 1 and 99999.
The first free number will be set up for you but you can change this to whatever you want.
The computer uses this number to ensure that the correct outlet is selected as it is possible to use the same name for two outlets (two pubs called the Rose and Crown in different towns). You might find it useful to allocate ranges of numbers to different towns.

The First Audit Number will normally be 1 but you can enter any number.
This can be useful where a client is keeping a record of audits performed by the previous auditor and would like the numbering to be contiguous.

The Keep Stock Levels option is available when copying a client.
If selected, it means that the new outlet will keep all the opening/closing stock, purchases, etc. from the outlet copied.

The Name and Address boxes can optionally be filled in here. If you decide not to, you can enter the information later on the Outlet Details screen.

The Audit Dates will default to 'today' for the start and end dates and 'tomorrow' for the audit date. If you want to enter specific dates, you can. However, the end date must always be on or after the start date.

Click on the Add button to add the outlet.
A message will be displayed indicating that the outlet has been created.


Remove Outlet

Click on the option to remove the outlet and all of its associated data.

You will be prompted to confirm that you want to continue with this operation.

When an outlet is removed, a copy is put into the StockManager recycle folder. The Restore Outlet option can be used to recover the outlet.


Renumber Outlet

Click on the option to give an outlet a new number.

You will be prompted to type in a new number for the outlet.
The current number is shown in brackets

You will not be allowed to enter a number that is already used by another outlet.

Type in the new number and press Enter.


Restore Outlet

Click on the option to restore an outlet from the recycle bin that you previously removed.

It may take a few seconds for the list of outlets to appear. This is because it is searching through the recycle bin to identify the removed outlets.

Select the required outlet from the list and then click on the Restore button.

Once complete, the outlet will be available in the list on the main screen.

Note : If you want to restore an outlet that is not in the recycle bin, you will not be able to use this option.

You will have to manually add the outlet first (using the same outlet number as it originally had) and then copy the outlet folder from your backup into the main Stocks8 folder.


Tidy Outlets

Outlet folders, containing the data for audits, can sometimes remain in the Stocks8 folder, even though the outlet has been removed and doesn't appear in the list in StockManager.

Use this option to tidy those outlets so that the outlet number can be re-used.


Outlet Details

  • The Outlet Name is the name you gave when adding the outlet. To change it, click in the box and edit the text.

  • Manager, Phone, Address and Post Code are boxes where you can simply type in the text you want.

  • Company Name You can set this up if the outlet is part of a group of pubs.

  • Currency Letter is the letter which will be displayed in reports. The default is £ but it can be changed to be Dollars or Euros. For a €, type Control-E.

  • End of Year is the date of the financial year end for this outlet.

  • Liquor Fee is the amount of money you charge the outlet for your liquor stocktaking service.

  • Last Upd. is the date that you last changed the liquor fee for the outlet.

  • Food Fee is the amount of money you charge the outlet for your food stocktaking service.

  • Last Upd. is the date that you last changed the food fee for the outlet.

  • VAT Reg This should be ticked if the outlet is registered for VAT.

    If you change this setting, you will be asked whether you want the product cost prices to be increased/decreased.

  • Master Outlet If you select an outlet here, this will be the default outlet available when you use the Import/Export options. When adding a new product, this outlet will be checked for uniqueness of product code.

  • General Notes These boxes are available for you to enter and information you want about the client.

Click on the Report button to print the details of the current outlet.

Click on the All Outlets Report button to print details of the all outlets.


Bar Details

Click on the option to view/change the details for the bars.

The bars that have been set up will be listed on the left. Select a bar to view the relevant information.

You can change the name of the bar in the box at the top-right of the window.

The locations are only for use with StockMate. These are areas of the bar which have been identified for counting. Changes of location will be automatically entered into the StockMate audit trail.

Click on the Add Bar button to add a new bar to the outlet. You will be prompted to enter the name of the bar and it will then appear in the list ready for you set up locations, if required.

If you want to remove a bar from a multi-bar outlet, select the bar in the list and then click on the Remove Bar button. You will be prompted to confirm the operation. You will also be prompted whether you want the stock from the bar to be returned to the cellar.


Kitchen Details

Click on the option to view/change the details for the kitchen.

The locations are only for use with StockMate. These are areas of the kitchen which have been identified for counting. Changes of location will be automatically entered into the StockMate audit trail.


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