1. Set up inventory
Create different inventory group here to categorize your items.
Settings > Inventory
Select + New container group and enter group name. For example, meat, coffee or wine.
Create different inventory items to integrate with menu items as well as process stock count.
Choose a container group and select + New inventory container. Enter the name, container type, default cost and currently on hand and then save.
Create multiple containers in this category. For example, create Beef, Lamb, Chicken under Meat category.
|Name||Product name, for example ham, egg, milk, Arabica beans|
|Container Type||Select appropriate container type for this item|
|Capacity/container||This option is only available when Mass or Volume is selected. Please enter the capacity of the item. For example, if there are 500ml in a bottle of milk, please enter 500 here.|
|Default Price||Enter the cost per container of this item. It will be used to calculate the total cost of currently on hand and sold items.|
|Currently on Hand||Initial on hand amount of the item. It will not be included in the purchase history. This column can be left empty and will not be able to edit after save.|
When creating inventory containers, it is recommended to leave Currently on hand blank and add inventory amount by using adjustments in order to keep track of all changes.
2. Connect inventory container with menu
When connect inventory container(s) to menu items, system will deduct inventory container from the total amount after each complete sale.
Go to Settings > Menu > select category > select product > select varient > toggle on Inventory Management > select Add container > select the appropriate inventory container to connect with this menu item > enter an amount should be deducted for each order taken > repeat the steps above if multiple inventory container is needed to connect with this menu item > save
3. Making adjustments
Go to left sidebar > Inventory > Currently on hand
Select a category > select a container
The current inventorial status should be displayed here with on hand amount and default price. Restock/void amount can be entered in the Adjustment column along with the cost of it. Comments and supplier information are optional. Select ✓ Adjustment to complete this record.
Select Historical adjustments to view a complete record of changes to this container.
4. Review setting on ordering page
Once the inventory container is created and conencted to menu, the inventory amount will deduct automatically when order is executed.
The deduction of inventory is irreversible. Even if the executed order is deleted, the inventory number will not reinstate.
After execution, please go to left sidebar > Inventory > Currently on hand and check if the quantity has changed accordingly.
5. Check all adjustment record
Go to left sidebar > Inventory > Adjustment
6. Stock count
Go to left sidebar > Inventory > Stock count
Process new stock count
Select all categories, or pick specific categories and then press Begin stock count
The containers are grouped by the categories they belong to and the categories are arranged by alphabetical order. The information from left to right indicates container name, current count, difference and final inventory count.
If the final stock count is different to current count, please enter the correct amount in the final inventory count column and select Save draft
When all the numbers are confirmed, press Save to complete stock count, or press Reconcile later to continue later.
If an event occured that prevents stock count to proceed, drafts can be saved and continue later
Finish drafted stock count
Saved drafts can be found under Stock count > Drafts
Select a draft and the information displayed from left to right include container name, current count, difference and blank inventory count.
If the difference is correct, select Save draft to continue.
If the difference is incorrect, please enter the correct amount in the blank column and check the difference again. Press Save draft if all the information is right.
Examine the final numbers, press Save to complete the stock count