Support Centre

Inventory Manager

The purpose of the inventory manager is to manage all of your stock. You can add existing stock, carry out stock checks, add wastage and get an overview of expected stock levels.

Once you have added inventory here, you can then add  the inventory items as ingredients to recipes which, once applied to a product will deduct quantities from your stock levels automatically upon a sale.

Location: https://[your staff url]/bnow__ProductWizard

 
The inventory manager has 4 sections:
Inventory Overview
The inventory overview has a chart that displays a list of all current inventory and their current Calculated Quantity. The Calculated Quantity is updated as items are sold via the Self Service page / Epos.
Add Inventory
The Inventory Addition section handles creating new inventory and adding more inventory to an existing item.
Add Wastage
The wastage section deals with the addition of new wastage records and will insert a Stock Output record for the selected item at the specified quantity.
Inventory Reconciliation
This section handles the “stock take” and will insert a stock input with a quantity of the delta between the current calculated stock level and the specified stock level
 

Inventory Item Creation

Before adding inventory, if you want to record the Supplier from which your inventory comes you will need to add them as a Business Account in your Salesforce environment. 
 
Lets say for this example I want to turn the existing Steak Sandwich product into a recipe product.
The Steak sandwich consists of the following ingredients:
Sliced sirloin Steak – 200g
Brie Cheese – 25g
Soft bread baguette – 200g
Fig jam – 10g
Dijon Caremelised onions – 10g
Arugula – 20g
To create this recipe, we need to first add the Inventory via the Product Manager.
For this example, we do not already have existing inventory items for the specified ingredients.
The Inventory Items are as follows:
Sirloin Steak – Batch – 8 x 400g
Brie Cheese Block – Single – 400g
Bread Baguettes – Batch – 10 x 200g
Fig Jam – Single – 1kg
Dijon Caremelized onions – Batch – 4 x 1kg


Select Add Inventory from the primary actions on the Inventory Manager then enter the barcode in the input field. On Mobile / Tablet there is also an option to scan the barcode.
 
When adding a new Inventory Item there are several fields we need to populate:
  • Inventory Item Name
  • Inventory Sizing, either Single or Batch (Think single Can of Coke vs. Slab of Cokes)
  • Single Unit Quantity – This specifies how much ‘one’ item of the batch contains
  • Number of Units in Batch (Required only for Batch Inventory)
  • Number of Batches to Add (Required only for Batch Inventory)
  • Purchase Price (Optional – not explicitly required)
  • Supplier (Optional – not explicitly required)
 
Example:

In this example, we have an Inventory Item of Sirloin Steak, and we are delivered them in a Batch of 8 steaks, each of which is 400 grams. In this delivery we have only recieved one batch, at a price of 33.99 from the supplier Brakes.

Once this process has been repeated to create all of the Inventory Items we can now create the Recipe & Ingredients.

Addendum:
Creating a new inventory item also creates an associated Stock record where we hold the Calculated Quantity of total inventory amount. This is related to the inventory item, so that once an ingredient has been created using this inventory item the correct stock output record is inserted to reduce the specified amount on the ingredient from the total calculated quantity.

Still need support? 

Get in touch with us and one of our helpful team will be in touch as soon as possible

HEAD OFFICE CONTACT

Copyright © 2023 BookNowSoftware.
All rights reserved.