Finishing, Closing Out, Reopening and Moving a Lot
Summary
From Rostoc 0.4.8, every change to a Lot's stock is recorded with a reason.
- Finish sets a Lot to zero. If the Lot still shows stock, Rostoc asks why and records one row that brings it to zero. That row reads Closed in the Lot's history. A difference of 100 g or less is routine, so Bag-end difference is already chosen. A Lot already at zero finishes at once.
- Close out appears on a finished Lot that no longer reads zero, for example after a roast recorded on it after the finish (Roasted after finish). It records the row back to zero, and the Lot stays finished.
- Reopen undoes the closing rows, so the Lot holds what it held before it was finished. Those rows read Reopened.
- Adjust stock starts from a reason: Roast not recorded in Rostoc, Entered by mistake, Count or weighing, Sample or loss, New delivery, Moved to another lot, or Other (which needs your own words). A finished Lot cannot be adjusted, split or moved: reopen it first.
- Move to another warehouse moves a whole Lot. Its stock does not change, and the history records it as Moved. Edit Lot shows the warehouse but no longer changes it.
Steps
- Open the Coffee Line, then find the Lot in its Lots table. Finished Lots are hidden until you turn on Show finished lots.
- Open the Lot's … menu, at the end of its row or at the right end of the Lot page's header.
- To finish it, choose Finish. If it asks why, choose a reason, add details if you want, and click Finish lot.
- To close out a finished Lot that reads off zero, choose Close out, choose a reason, and click Close out.
- To use a finished Lot again, choose Reopen.
- To correct stock on an open Lot, choose Adjust stock, enter the New Stock or the Weight Change, choose a Reason, and click Apply. For a new delivery, Rostoc offers Add a lot instead; for coffee moved between Lots, it offers Use split instead.
- To move a Lot, choose Move to another warehouse, pick the warehouse under Move to, and click Move lot. This item appears once you have more than one warehouse, and only on a Lot that is not finished.
- On Rostoc 0.4.7 or earlier, update Rostoc to get the reasons, Close out and Move to another warehouse. Until then:
Finish still works. The closing row reads "No reason given (older app version)".
Adjust stock on a finished Lot is refused, with "Reopen the lot first." shown as grey text in the dialog. Choose Reopen, then adjust.
A warehouse changed in Edit Lot is not saved, and goes back after a refresh. Move the Lot from Rostoc 0.4.8 instead.