The Milk Audit Process

The milk audit process is a method used to compare the amount of milk purchased with the amount of milk needed, based on menus and meal counts. It takes into account data from other areas such as Attendance/Meal Counts, Menus, and Receipts. Carryovers and write-offs are also considered.

Here’s a basic breakdown of the process:

  1. Starting Balance: This is the amount of milk you have at the beginning of the period.
  2. Purchased: This is the amount of milk you buy during the period.
  3. Required: This is the amount of milk needed based on your menus and meal counts.
  4. Written Off: This is the amount of milk that is discarded or not used.
  5. Ending Balance: This is calculated using the formula: Starting Balance + Purchased – Required – Written Off.

Before using this function, you need to ensure all you receipts have been processed, record menus, and record meal counts. This process helps ensure that the amount of milk purchased aligns with the amount of milk needed, which is crucial for effective inventory management and regulatory compliance.  Please call and we can walk you through all of this, if you have milk shortages and need to track your milk more closely.