Perform a regular stocktake to keep track of your stock counts. Use Flexible mode to create and finalise a stocktake at any time, or Day End mode to have Cinema Manager automatically finalise the stocktake and create a new one as part of the Close Day process.

Before you begin

• Ensure that all stock and sales transactions have been entered and are completed for the stocktake period. This includes receipts, adjustments, transfers, wastage, and made-in-advance items. 
• Set up stocktake modes, styles, and groups. 
• If you are moving to Vista from a previous concession system, perform an initial stocktake.

Steps

1. Go to the Stocktake page in Cinema Manager.
2. Create a stocktake, or open an existing one.
3. (optional) Print stocktake sheets.

   Tip! Click the reports button to print stocktake sheets and a variety of other reports.

4. Enter stock counts.

   Important: If you're opening a stocktake created the previous day by the Day End mode, the stock count will be the same as what was in there at the time the stocktake was finalised on the previous business day. You can click the Update stock movements button to update the counts to reflect the current business day's movements.

   Note: The following system settings may affect the entry of stock counts:

   StocktakeSaveOnEntry

   StocktakeAutoFillClose

   StocktakeSelectUOM

   StocktakeCloseDateIsUpdateDate

5. (Optional) Print a stocktake variance report.
6. Check and correct any variances.

   If there are significant variances, ensure you've performed the following tasks for that particular item:

   • Entered all receipts.
   • Made all adjustments.
   • Carried out all transactions.
   • Entered any wastage.
   • Entered all items made.
   • Ensured the master record holds the correct units of measure.

   If all the checks have been completed and you still have a variance, manually recount the item.

7. Finalise the stocktake, or run Close Day if you use Day End mode.

See Also:

• Stocktakes
• Performing a stocktake in Day End mode
• Stocktake FAQs
• Useful stock reports for your head office 
• Closing the day