Stock conversion

Goal

You need to change how stock is measured (for example, open a case into eaches) or change one stock item into another (for example, raw ingredients into a finished product), and keep the count and value right.

Where this happens

• In the back office (Core App): Stock Management → Stock Conversion. Tills do not run stock conversions.

Use Stock Conversion when you unpack a bulk unit into its sellable parts, or when you turn one stock item into another without going through a full sale.

Prerequisites

• Sign in to the Core App first — see Login. You land on the dashboard after choosing your store. Needs the right user permission. These menu items follow your user's permissions. If the item shows a restriction marker - or clicking it does nothing - your user does not have permission yet. Ask your franchise admin to grant it (see Who can do what (permissions)).
• You are signed in to the correct store.
• You have permission to use the Stock Conversion screen.
• You know the source item, the destination item or unit, and the quantity to convert.
• A supervisor is available when the conversion affects value (for example, breaking a case of beer into eaches, or cooking a raw ingredient into a finished item).

Steps

The image shows the Core App Stock Conversion screen. Screens may differ slightly by version.

1. Open Stock Conversion

1. In the sidebar, expand Stock Management.
2. Click Stock Conversion.

2. Choose the conversion type

Pick the option that matches what you are doing:

Conversion type	When to use it
Unpack (case → each)	You are opening a bulk unit so the loose units can be sold or used.
Convert (item → item)	You are turning one stock item into another (for example, raw fish into a cooked portion).

3. Pick the source item

1. Click the Source Item field.
2. Scan the barcode, or type the stock code or description.
3. Confirm the item, unit, and current quantity before continuing.

4. Pick the destination item or unit

• For unpack, choose the destination unit (for example, each).
• For item → item, choose the destination item. If you are running a recipe, use the Production screen instead — see Production.

5. Enter the quantity and reason

1. Enter the quantity you are converting.
2. Pick a reason (Unpack, Recipe output, Wastage, Other) so the audit trail is clear.
3. Add a note when the reason is "Other" or when a supervisor asks for one.

6. Save and confirm

1. Click Save (or follow your franchise's save flow — the button name varies).
2. Wait for the confirmation message that shows the source and destination quantities.
3. Open the stock record for both items and confirm the new quantities match what you expected.

Expected result

• The source item count drops by the quantity you converted.
• The destination item or unit increases by the same quantity.
• The conversion has a reference number and a clear reason you can quote later.

Edge cases

• The source item is not in the list. Search by description; if it is still missing, the item may not exist for your store — ask your supervisor to create it.
• The destination unit does not appear. Ask a supervisor to enable the unit on the item record first.
• The quantities do not balance after conversion. Do not save a second conversion to "fix" the count — recount the source line and ask your supervisor.
• You need to convert using a recipe (for example, cooked fish). Use the Production screen, not Stock Conversion — see Production.
• You converted the wrong item. Tell your supervisor before you save another conversion. Reversing a conversion needs supervisor approval and a clear reason.

Related

• Stock
• Fish / fresh-food stock
• Transferring stock
• Production