DigiTally

Bernard Treacy

Navigate through setup, data entry, inventory management, operational workflows, and reports.

DigiTally Core Web · Single Store

Use your assigned login credentials to access DigiTally Core Web and select the correct store before managing inventory, counts, reporting, and operational data.

Logging into DigiTally Core Web

The Login section explains how users securely access DigiTally Core Web, select their assigned store, and access the Dashboard for inventory and operational management.

Login

Audit periods are used to define stock count dates and reporting periods for inventory valuation, GP calculations, purchases, sales, waste, transfers, and labour tracking.

Creating an Audit

Audit dates can be updated to correct or adjust the reporting period displayed within DigiTally. Editing an audit date only updates the audit period reference and does not affect recorded…

Editing Audit Dates

The Audits section explains how to create and manage audit periods used for stock counts, inventory reconciliation, GP calculations, and operational reporting within DigiTally.

Audits Dates

Departments are used to group products for inventory management, reporting, purchases, sales, and GP calculations.

Creating a Department

Products are used to manage inventory items, stock valuation, purchases, sales, transfers, and waste tracking within DigiTally.

Creating a Product Manually

Manual product updates allow users to maintain accurate product information including pricing, pack sizes, departments, and product details.

Updating Products Manually

Product CSV files are used to bulk create or update products within DigiTally using structured import data.

Creating a Product File (CSV)

Product Imports are used to bulk upload and update products within DigiTally using CSV files.

Importing Product Files (CSV)

Products can be created and updated manually or imported using a CSV file. During import, DigiTally matches products using the Unique ID and Supplier fields to determine whether a product should be updated or newly created.

Product Creation & Updates

Locations are used to organise stock storage areas and structure inventory counts within the store.

Creating a Location

Sub-Locations are used to divide a main Location into smaller inventory storage areas for more detailed stock control and counting.

How to Create a Sub-Location

Products must be assigned to Locations or Sub-Locations before they can be counted and included in inventory valuations.

How to add Products into a Location or Sub-Location

The Locations section explains how to create and manage inventory locations and sub-locations, organise stock storage areas, assign categories, and allocate products to locations

Locations

Sub-Location Categories are used for detailed inventory grouping and category-based reporting.

Tagging a Sub-Location with a Category

Categories are used to group Locations for reporting and inventory valuation analysis.

Tagging a Location with a Category

Categories are used to group Locations or Sub-Locations for inventory valuation, reporting, and operational analysis. Categories are only visible if configured and enabled within the store permissions and system settings.

Adding a Quantity to a Count

Reviewing counts allows users to compare current and previous stock values, identify variances, and investigate inventory anomalies.

Reviewing Counted Locations or Sub-Locations

The Count section explains how to complete stock counts, enter product quantities, review variances, and analyse inventory differences between audit periods.

Counting Products 

Sales are used to record net revenue values for the selected audit period. This supports GP calculations, financial reporting, and operational performance analysis.

Recording Sales

The Sales section explains how to record sales values against audit periods and departments to support stock movement tracking and reporting accuracy

Sales

Suppliers are used to record and manage vendor information for purchases and invoice tracking within DigiTally.

Creating a Supplier

Purchase/Invoice Value is used to record the total cost value of a supplier invoice without entering individual product quantities.

Recording Purchase/Invoice Value

Itemised Purchases are used to record specific products and quantities received from a supplier invoice for detailed stock tracking and valuation.

Recording Itemised Purchase

The Purchases section explains how to record supplier purchases, invoice values, and itemised purchases to maintain accurate stock and cost tracking.

Purchases

Labour Cost is used to record workforce-related operational expenses for the selected audit period. This supports GP calculations, operational analysis, and financial reporting.

Recording Labour Cost

The Labour section explains how to record labour costs and workforce-related expenses for operational and financial reporting purposes.

Labour

Itemised Transfers are used to transfer specific products and quantities between stores or locations.

Recording Itemised Transfers

Transfer Value is used to transfer a total stock value without entering individual product quantities.

Recording Transfer Value

Interdepartmental Transfers are used to move stock between departments within the same store.

Recording Interdepartmental Transfer

The Transfers section explains how to record stock movements between stores, departments, and locations, including values, itemised and interdepartmental.

Transfers

Waste Reasons are used to categorise why stock, products or recipes items were wasted within the business. This helps track operational issues, monitor waste trends, and improve inventory control and…

Creating Waste Reason

Waste Users are assigned to waste entries to identify who recorded or was responsible for the waste transaction. This supports waste tracking, accountability, and operational reporting.

Creating Waste User

Value Waste is used to record the total cost of wasted stock without entering individual product quantities. This is typically used for quick waste entry and operational reporting.

Recording Waste as a Value

Itemised Waste is used to record specific wasted products and quantities. This provides detailed waste tracking for inventory control, reporting, and operational analysis.

Recording Itemised Waste

The Waste section explains how to record inventory waste, assign waste reasons and users, and track product losses for operational control and reporting.

Waste - Waste Reasons, Waste Users and Recording Waste

The Valuation by Item report displays inventory values by product across locations and departments, including product values, department totals, and grand totals. It is used to review stock movement, variances,…

Valuation By Item

The Valuation by Department report displays inventory quantities and values by department for the selected audit period. It compares previous and current values to help review stock movement, valuation changes,…

Valuation by Department

The Valuation by Location report displays inventory quantities and values by location for the selected audit period. It compares previous and current values to help review stock movement, valuation changes,…

Valuation by Location

The Audit Trail Report displays counted inventory items by location for the selected audit period, including quantities, costs, user activity, and count timestamps. It is used to review stock counts,…

Audit Trail Report

The Audit History report displays historical audit data including stock, sales, purchases, waste, labour costs, and GP values. It is used to review operational performance and compare audit trends over…

Audit History

The Waste Report displays recorded waste by product, reason, quantity, cost, user, and location for the selected audit period. It is used to monitor product loss, analyse waste trends, and…

Waste Report

The Purchase Report displays recorded purchases, supplier details, quantities, and total cost values for the selected audit period. It is used to review purchasing activity, supplier transactions, and invoice reconciliation.

Purchases Report

The GP By Department Report displays stock, purchases, sales, wastage, transfers, and GP values by department for the selected audit period. It is used to review department profitability, operational performance,…

GP By Department Report

The Sales Report displays recorded sales transactions, sale dates, net sales values, and sale types for the selected audit period. It is used to review sales activity, analyse revenue trends,…

Sales Report

The Valuation by Location Category report displays inventory values by category for the selected audit period. It is used to review stock movement and valuation changes across categories. Incorrect category…

Valuation by Location Category

The Reports section explains how to access and review inventory counts, valuation, GP by department and waste reports to analyse business performance and stock activity within DigiTally.

Reports

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