Heads up
This tool uses detailed tables and multi-column inputs designed for a laptop or desktop. You can still use it here, but some elements may be harder to navigate on a smaller screen.
SumUp stock tools
Upload every SumUp stock sheet for an area at once — the tool adds them up into one stock take, split by department and by food, drinks and consumables.
Too many sheets for this page to remember. Everything works as normal, but if you reload the page you’ll need to upload the sheets again. Create the PDF before you leave.
Example data only. These figures are made up to show how the tool works. Upload your SumUp stock report to see your own results.
Upload the stock reports you downloaded from SumUp (.xlsx), or drop them anywhere on the page. If the area was counted in several SumUp sellers, upload every one of those sheets — all at once or a few at a time — and they are added together into one stock take. Saved a stock take before? Upload that one file to open it again. To see how the tool works first, load the example from the tab.
Where to look first
Biggest ten categories — variance at cost
No category has a variance in this report.
When the counts are right in SumUp and the final report is uploaded here, record who counted it, what was checked and why the stock is out. Then create the PDF and email it. The PDF is the record of this stock take.
Tick what you did before signing off. These appear on the PDF.
Your biggest shortages and surpluses. Every product needs a reason before the report can be created. Pick the one that says where the stock actually went — or, if you checked and still can’t explain it, “Investigated — cause not found”. The note asks for the detail that makes it useful. The list changes with the direction: missing stock and extra stock have different causes, so a short row and an over row are offered different reasons.
You’ll be asked to confirm the count is accurate before the report is created. Your name, role, department and the date go on the report.
Upload your SumUp stock reports on the Outlet Summary tab. The sheets in the stock take and their category types will then be listed here.
Every sheet is added together into one stock take. Take one out with ×. To add more, use Upload SumUp reports on the Outlet Summary.
Each SumUp category is given a type (food, drinks, dispo or tobacco) from its name, and that drives the Show filter. Tick any that are wrong, choose the right type, and the report updates straight away.
Loads a made-up SumUp stock report so you can show someone how the tool works. It replaces whatever is on the page; use Clear page on the Outlet Summary to start again.