Basic Quick Inventory Primer

We have Rum, or Vodka.

We sell Rum as Retail (or offsale) as:

  • Bottle 1L (1000 mL)
  • Bottle 750 mL

We might also sell Rum as a drink at the bar:

  • Shot (1oz or 29.5735 mL)
  • Rocks (3oz or 88.7205 mL)
  • Cocktail Short (2oz or 59.147 mL)
  • Cocktail Tall (2oz or 59.147 mL) (even though Short and Tall consume the same amount of alcohol, we define this Portion for the sake of the Soda/Juice Mixer consumptions)

How do we set this up? There are different ways of course, but keep in mind, Recipes are based on the Product.Portion level, so think carefully…

##Product Definition (3 methods)

###Product Definition Method 1
Product: Rum
Portion: 1000mL
Portion: 750 mL
Portion: Shot
Portion: Rocks
Portion: Cocktail Short
Portion: Cocktail Tall

###Product Definition Method 2

Product: Rum Bottle
Portion: 1000 mL
Portion: 750 ml

Product: Rum Drink
Portion: Shot
Portion: Rocks
Portion: Cocktail Short
Portion: Cocktail Tall

###Product Definition Method 3

Product: Rum Bottle 1000
Portion: Bottle

Product: Rum Bottle 750
Portion: Bottle

Product: Rum Drink
Portion: Shot
Portion: Rocks
Portion: Cocktail Short
Portion: Cocktail Tall

Take your pick :wink:

In strictly Retail scenarios, you would probably use Method 3 since you can assign bar-codes only at the Product Level, and omit the last Product Definition “Rum Drink” altogether.

Even in Bar / Offsale scenarios, you might use Method 3 as well, and assign the Bottle Products to a separate Menu Category. That way, you simply choose the Offsale Category, then choose the size of the Bottle with a single touch as opposed to having to choose a Portion for them when making a quick sale.


##Inventory Item Definition

###Inventory Item Definition Method 1

Item: Rum
Base Unit: mL
Transaction Unit: <blank>, Multiplier: 0 (mL is Reporting Unit)
Additional Unit: Bottle 750, Multiplier: 750, Parent: mL
Additional Unit: Bottle 1000, Multiplier: 1000, Parent: mL
Additional Unit: Case 750, Multiplier: 16, Parent: Bottle 750
Additional Unit: Case 1000, Multiplier: 12, Parent: Bottle 1000

###Inventory Item Definition Method 2

Item: Rum Bottle
Base Unit: mL
Transaction Unit: <blank>, Multiplier: 0 (mL is Reporting Unit)
Additional Unit: Bottle 750, Multiplier: 750, Parent: mL
Additional Unit: Bottle 1000, Multiplier: 1000, Parent: mL
Additional Unit: Case 750, Multiplier: 16, Parent: Bottle 750
Additional Unit: Case 1000, Multiplier: 12, Parent: Bottle 1000

Item: Rum Drink
Base Unit: mL
Transaction Unit: <blank>, Multiplier: 0 (mL is Reporting Unit)
Additional Unit: Bottle 750, Multiplier: 750, Parent: mL
Additional Unit: Bottle 1000, Multiplier: 1000, Parent: mL
Additional Unit: Case 750, Multiplier: 16, Parent: Bottle 750
Additional Unit: Case 1000, Multiplier: 12, Parent: Bottle 1000

###Inventory Item Definition Method 3

Item: Rum Bottle 750
Base Unit: mL
Transaction Unit: Bottle, Multiplier: 750 (Bottle is Reporting Unit)
Additional Unit: Case, Multiplier: 16, Parent: Bottle

Item: Rum Bottle 1000
Base Unit: mL
Transaction Unit: Bottle, Multiplier: 1000 (Bottle is Reporting Unit)
Additional Unit: Case, Multiplier: 12, Parent: Bottle

Item: Rum Drink
Base Unit: mL
Transaction Unit: <blank>, Multiplier: 0 (mL is Reporting Unit)
Additional Unit: Bottle 750, Multiplier: 750, Parent: mL
Additional Unit: Bottle 1000, Multiplier: 1000, Parent: mL
Additional Unit: Case 750, Multiplier: 16, Parent: Bottle 750
Additional Unit: Case 1000, Multiplier: 12, Parent: Bottle 1000


##Recipe Definition

###Recipe Definition Method 3

Erm, what about Method 1 and 2? LOL.

Recipe: Rum Bottle 750
Product: Rum Bottle 750
Portion: Bottle
Inventory Item: Rum Bottle 750, Multiplier: 750, Unit: mL

Recipe: Rum Bottle 1000
Product: Rum Bottle 1000
Portion: Bottle
Inventory Item: Rum Bottle 1000, Multiplier: 1000, Unit: mL

Recipe: Rum Drink.Shot
Product: Rum Drink
Portion: Shot
Inventory Item: Rum Drink, Multiplier: 30, Unit: mL

Recipe: Rum Drink.Rocks
Product: Rum Drink
Portion: Rocks
Inventory Item: Rum Drink, Multiplier: 89, Unit: mL

Recipe: Rum Drink.Cocktail Short
Product: Rum Drink
Portion: Cocktail Short
Inventory Item: Rum Drink, Multiplier: 60, Unit: mL

Recipe: Rum Drink.Cocktail Tall
Product: Rum Drink
Portion: Cocktail Tall
Inventory Item: Rum Drink, Multiplier: 60, Unit: mL

Notice the last 2 Recipes contain identical ingredients. As mentioned in Product Definition, we do this for the sake of the mixer (Juice, Soda, Water, etc.)

So let’s take a look at that next. We’ll use Soda as a example, but it could apply to nearly any mixer. …

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