Essential Tips for Inventory

To build your inventory, follow these steps: (A hyperlink that provides a details explanation is available for each step) :

1. Create inventory items (Click Here for more details).

2. Add ingredients for the items (If applicable) (Click Here for more details).

If you produce items in your branch/warehouse, you need to identify the ingredients for the produced items. Such as producing spicy sauce, preparing oat bread, etc. 

You can skip this step if you do not produce items at your store.

3. Since you have already actual on-hand quantity you need to perform inventory count transaction (Click Here for more details).

4- Perform a cost adjustment transaction (Click Here for more details).

This step leads to reflect the cost of the items on the system.

5- Define the suppliers (Click here for more details).

Suppliers are the partners that provide inventory items to your business. Creating suppliers is an essential step to be able to create purchase and purchase order transactions later.

6- Link the inventory items with the related menu products (Click Here for more details).

It is essential to link the ingredients with the products to control inventory consumption upon selling orders by the cashier.

7- Link the inventory items with the related modifier options (Click Here for more details).

You can skip this step if you do not use modifier options.

By that, you will be ready to use the inventory. However, it is important to keep tracking your inventory level through inventory level reports (Click here for more details) and by enabling the notification for low-level items (Click here for more details) So the responsible user can either purchase, transfer or produce the needed items based on the business operation.