How to manage Wastage - An Example of how you can create a wastage system

[RickH]

This is how i setup my wastage, this took a lot of time to get right with a lot of automation, but heres my example of how a wastage system can be done with the standard actions and rules within Samba

1. Select Wastage
   

   

2. This enables Wastage Mode
   

   

3. Using the normal menu add products that need wasting, Selecting a reason why you are wasting for each one
   

   

4. Product is added to ticket, you can see ticket state is “Wastage to Settle” and the order state is the wastage reason, and the price definition has been changed to “Cost Price”

5. Pressing the submit wastage button at bottom of ticket closes the wastage ticket, keeping it “open” to add more to throughout the shift, my system closes and auto logs out
   

   

6. now you can log in and sere again as normal back in “Sales Mode”
   

   

7. The system is setup so that only 1 ticket for wastage ever exists in a single shift, so now if i want to enter more wastage the system will see if there is already a wastage ticket open. If not a new one is created, but if there is it will open that wastage ticket so we can add more items to it as below

Entering wastge mode again bring up previously “submitted” wastage ticket

8. Add more items and submit again
   
   

also to note is that the fast payment buttons you see are disabled in “Wastage Mode” if they are pressed you get the following error, forcing the user to select the only option available which is the “Press to submit wastage button” at the bottom of the ticket

9. As part of my end of day process i cannot close a shift with any open tickets, including wastage tickets. Once all wastage has been entered and verified, i can then go to my cash management screen to start the cashup and close shift process. I press Manage Shift button at the top right
   

   

10. You can now see in the bottom right 2 big red buttons, Post Wastage and Finalise Totals. If any of those buttons shows a number of open tickets with values we cannot close the shift. You can see the post wastage button has 1 open ticket for £0.92.

11. If you try to finalise whilst there are open wastage tickets you get the following error
    

    

12. Simply press the Post Wastage button to “Settle” that ticket as wastage
    

    

13. At this point a wastage receipt will print detailing all the wastage submitted and the reasons why, and you are directed back to the cash management screen where you can see the wastage button now show there are no tickets open
    

    

14. You can now press Finalise Totals to move to the final screen to check the till balances before closing the shift. Here you can see on the right hand side under shift totals the wastage amount for £0.92 and everything else balances
    

    

15. I can now close the shift
    

    

16. 

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18. Shift closed and ready to start a new one
    

    

[ilyas]

How can I do that ?..

[pipneogen]

Can you share your DB? It’s looks like very good, but difficult

[Memo]

Everything RickH has put together is doable with the tutorials he and others have posted.

From what I’ve read, sharing of DBs was common early on. But with all the customisation and variation in DBs and setups, how he has it setup may not work out of the box for others.

Here’s RickH’s tutorial on the matter:

Rick's Tutorial 11 - Wastage/Damaged Stock

This setup will show you how to deduct wastage/damage stock at the end of the day, it will reduce it from your inventory and log the total cost in a wastage account that you can use in reporting. This is my flow: Add the first item to the ticket [image] Select the order you have just added and press the wastage button to enter the wastage set up [image] You are now in the wastage set up, anymore items you add will be logged as wastage and removed from your inventory [image] Pr…

I, too, looked for plug-and-play solutions early on as I was being lazy and just wanted to get things working. I’m glad the contributors guided me to read and learn. However, instead of having a system that works how I want, I have a system that works how I want and am able to add, change, debug things as I go along as I finally understand (most) of how things work.