Inventory
Using and counting stock
Record stock used, damaged, restocked, counted or received, on the dashboard or from WhatsApp.
Stock only changes through the ledger. Every change records who made it, how (dashboard or chat), when, an optional note, and the stock left after it. So you can always see where your towels went.
The five kinds of change
| Change | When to use it |
|---|---|
| Restocked | More came into the store: bought locally, back from the laundry |
| Used | Taken out to be used |
| Damaged or lost | Damaged, lost or thrown away |
| Counted | You counted the shelf. Stock is set to that number and the difference is recorded |
| Received | Arrived on a purchase order. See Purchase orders |
You'll also see minibar lines in the history: "Minibar, charged" when a guest was charged, and "Back from a voided minibar charge" when a charge was voided.
Recording a change
- On Inventory, click Record on the item.
- Under What happened, choose Restocked, Used, Damaged or lost or Counted.
- Enter How many (or Counted for a count).
- Add a Note if useful, like "for 305" or "back from the laundry".
- Click Record.
Checking stock in WhatsApp
Anyone on the team can ask:
| Send | You get |
|---|---|
stock check or low stock | What is low or out, with what is on order |
stock towels or how many towels left | One item, and its last three changes |
CBYour hotel on WhatsApp · Sofia, housekeeper
stock towels
Bath towel: 18 pcs (keep 50, reorder at 20, 40 ordered (PO-1003)) - low
- Used -4, Sofia Rossi
- Restocked +50, Olivia Brown
- Used -6, Anna Lee
How ChatBeds reads item names
- Plurals and capitals don't matter. "towels" finds the one item with "towel" in its name.
- No word is ignored. "white towels" is only found if an item has "white" in its name.
- Units must match. "3 bottles of shampoo" works only if shampoo is counted in bottles.
- Numbers can be digits (
1,000and2.5too) or words from one to twelve, and "a dozen". - Notes like "for 305" or "from the laundry" are read only at the end of the message.
- All or nothing. Several items in one message are all recorded, or none are.
If a name fits two items, or none, nothing changes and the reply says why:
CBYour hotel on WhatsApp · Anna, housekeeper
used 2 soaps
Which soaps? Soap bar, Liquid soap. Nothing was changed. Send
stock check for the list.Rules that keep the count honest
- Stock never goes below zero. Taking out more than the books say is refused, with a hint to count the item.
- Two people at once taking from the same shelf are counted one after the other, so nothing is lost.
- Damaged in a room?
damaged 1 chair in 305names no stock item and ends in a room, so it becomes a maintenance ticket. See Reporting problems. - When stock drops to its low level, the right supervisor is told. See Low-stock alerts.
Who can record what
| Task | Dashboard | |
|---|---|---|
stock check, stock towels | Everyone | Anyone signed in can see stock and history |
| Used, damaged | Owner, GM, supervisors, housekeepers, maintenance technicians | Roles that can record stock: Owner, Admin, Housekeeping, Maintenance |
| Restock, count | Owner, GM, front desk manager, housekeeping supervisor, maintenance lead | Same as above |
Still need help?