Inventory receipt checklists (goods in checks)
It's possible in Breww to create a checklist that should be completed before an inventory receipt can be confirmed as received and its stock added to Breww. This feature is ideal for both your own internal records, as well as for passing industry standard audits (such as SALSA in the UK).
These are a very simple list of things to check with a quick "yes" to each one and the option to enter a note.
Setting up your checklist
To set up your own checklist, navigate to Stock items -> Tools & options -> Manage inventory receipt checklist. You can also reach the same page from Settings -> Stock items & purchasing -> Inventory receipt checklist. You'll need the Manage stock items & goods in permission.
From here, you can add checks to be made. You can drag and drop checks to show in the order that's best for you and edit/delete them too, if needed.
Each check point is just a title, and titles must be unique so you can tell them apart.
Once you have created some checks, these will all become required on all future inventory receipts before they can be marked as "Added to stock". Breww will enforce that this is done.
The first time that you load the checklist for any given inventory receipt, a snapshot of the checks required at this time will be taken and recorded against the inventory receipt. This ensures that as you evolve your checklist points over time, historical inventory receipts will show the checks that applied to them at the time.
Completing the checklist on an inventory receipt
Open the inventory receipt and click View checklist at the top of the page. Each check point is listed with a check mark button to mark it as complete, and Breww records who completed it and when.
Once a check point is complete, you can use the notes button on its row to add or update a note against it. This is a good place to record a reading, a batch code you verified, or anything unusual about the delivery.
The Add to stock button only appears on the checklist once every check point has been completed, so an inventory receipt can't be added to stock with outstanding checks. If you try to add to stock from elsewhere while checks are outstanding, Breww will tell you the checklist must be completed first.
Adding check points to an inventory receipt that's already started
Because a snapshot is taken when the checklist is first opened, a check point you add afterwards won't automatically appear on inventory receipts that already have their checklist.
If a draft inventory receipt is missing check points that you have since added, open its checklist and use the Apply outstanding template changes button at the top of the page. This adds the missing check points to that inventory receipt, which will then need completing before it can be added to stock. The button only appears when there are check points to add and the inventory receipt hasn't been added to stock yet.
Editing the title of an existing check point only affects inventory receipts whose checklist hasn't been created yet. Checklists that have already been created or completed keep the wording that applied at the time.