Managing Stock Settings for Products

The Stock tab in Tapa Office controls how products interact with your stock system, including stock item links, recipes, and gross profit monitoring.

Stock Items

Linking a product to a stock item allows the system to deduct quantities and calculate cost per sale accurately.

How to attach a Stock Item to a product

1. Go to the product and open the Stock tab.
2. In the Stock Items section, click Attach Item.
3. Select the Stock Item from the list.
4. Enter the Quantity Used per sale.
5. Choose the Stock Unit.
6. Click Save.

Create and Attach Item

This feature lets you create a new stock item and link it to the product in one step.

How to use Create and Attach Item

1. In the Stock Items section, click Create & Attach Item.
2. Complete the stock item form, including category, stock unit family, supplier, case quantity, case unit, case cost, VAT rate, stock unit quantity, stock unit, and any barcodes.
3. Click Save to create the stock item and attach it to the product.

Tips for stock management

• Multiple stock items can be attached to a single product.
• For complex or multi-ingredient products, use Recipes instead.
• Stock items must match the same unit family as the product's sales unit.

Recipes

Recipes allow you to combine multiple stock items under one product, which is ideal for meals or drinks made from several ingredients.

How to attach a Recipe to a product

1. Scroll to the Recipes section in the Stock tab.
2. Click Attach Recipe.
3. Select the Recipe from the list.
4. Enter the Quantity Used per sale.
5. Click Save.

Gross Profit Monitoring

The Gross Profit section calculates profitability using the product cost and selling price.

• Amount: gross profit in pounds per unit sold.
• Percentage: gross margin percentage.
• Cost: based on assigned stock items and recipes.

Best practices for stock settings

• Keep costs updated for reliable reporting.
• Use recipes for more complex products.
• Always match the product sales unit to compatible stock units.