Quick Start Guide

✓	Task	Where to find it	Quantaco Help
☐	Find your outlet's receiving invoice email address	Admin → Settings → Email for Receiving Invoices	Your Email for Receiving Invoices
☐	Update suppliers and contacts	Admin → Address Book	Organise your Contacts
☐	Access the current stock list	Stock → Stock Maintenance	Stock Entry and Maintenance
☐	Create a Purchase Order	Stock → Purchase Order	Creating a Purchase Order
☐	Approve a Supplier Invoice	Stock → Receiving Order	Receiving an Invoice
☐	Create Recipes	Recipes → Recipe Maintenance / Menus	Creating a Recipe / Menu Builder
☐	Complete a Stocktake	Stock → Stocktake	Creating a Stocktake
☐	Find your Food or Beverage Cost %	Financial → Reports → Purchase to Revenue Report	Reporting on Stock

Having Issues Finding Anything?

Ask a Database administrator to confirm your login and permissions before you begin.
This will usually be a Venue Manager, Owner, or Head Chef. Contact CTB Support (below) if you’re unsure.

When you need to…	Start with…	Good habits
Add new stock	Check the item code, description, units of measure and cost match.	Be accurate now and you wont have to fix them during stocktake or recipes!
Process an invoice	Check dates, quantities, prices, tax and coding before approval.	Approve invoices regularly. Report Extraction Issues if there’s any errors.
Complete a stocktake	Make sure you’re in the correct outlet and stocktake date.	Check UoMs in Stock Maintenance + fix anything incorrect before starting.
Review recipes or costing	Ensure you’ve a clear recipe name, correct recipe type and valid units of measurement.	Add portion sizes for batch recipes and menu selling price for regular recipes.

Units of measurement matter!

Always enter Amount, Unit, and Packaging type’s in line with the cost, for example:

The Category will determine where it appears in your Stocktake - so make it easy for future you!

Need a hand?

Use the in-window chatbot: Open the chat icon in the corner of CTB/DTP for quick help while you are working. Ask to speak to a human to get through to our Support Team (Mon-Fri 9-5)
Email Support: support@ctbandco.com
Search the Help Centre: We have loads more guides and videos here
Book a support or training session: If you’d like a live training session, book here.

This quick-start guide covers the essentials you need to begin using Cooking the Books or Drinking the Profits!