Scan
Count Worksheets
Create a blank physical inventory worksheet without showing expected quantities.
Export inventory
Export operational inventory by storage location.
Purchases
Record received beverage purchases and preserve the supporting invoice or receipt.
New Purchase
Invoice / Receipt
Save the purchase draft before uploading documents. PDF, JPEG, and PNG files are supported.
Extracted Invoice Items
Match every vendor item to an inventory beverage. Confirm quantities, package sizes, and costs before saving the draft.
Purchase Items
Save the purchase draft before adding items.
Invoice Totals
Purchase History
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Import / Migrate Beverage Data
Upload a CSV or TXT beverage list. Simple files may use
name, category, brand. Migration files can also include
cost, barcode, package information, storage locations, current quantities,
and previous inventory counts.
Case-pack conversion:
enter values such as 6/750 ml,
12/750 ml, or 24/12 oz
in pack_size. Imported case costs and
quantities are automatically converted to individual
units before they are stored.
Migration CSV columns
name,
category,
brand,
barcode,
size,
pack_size,
container,
description,
unit_cost,
vendor,
bin_code,
par_level,
reorder_point,
location,
current_quantity,
period,
period_label,
beginning_quantity,
purchases,
transfers_in,
transfers_out,
ending_quantity,
notes
Inventory Item Management
Review barcode tasks or edit item details in a spreadsheet-style grid.
| Select | Item Name | Category | Brand | Size | Container | Pack Size | Unit Cost | Event Price | Barcode | Locations | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Open Mass Edit to load inventory items. | |||||||||||
Value by category
Inventory by location
| Location | Units | Value |
|---|
Inventory periods
Keep every month as permanent history.
| Period | Status | Lines | Value |
|---|
Count entries
| Product | Location | Begin | Purchases | In | Out | Ending | Usage | Cost | Value | Notes | Actions |
|---|
Count Workspace
| Item | Container | Physical Count | Notes |
|---|
| Product | Location | Prior qty | Current qty | Qty Δ | Qty Δ% | Prior value | Current value | Value Δ | Value Δ% | Flag |
|---|
Monthly inventory value
| Period | Category | Ending units | Ending value |
|---|
Reporting
Inventory and operational reports for this organization.
Inventory Reports
Generate an inventory valuation from the ending counts and recorded costs of a selected inventory period.
Inventory Valuation
Ending quantities and historical inventory value for a selected inventory period.
Usage / Consumption
Beginning inventory, purchases, transfers, ending inventory, calculated usage, and usage value.
Purchases Report
Posted purchase activity with invoice, vendor, receiving location, quantity, cost, and posting details.
Transfers Report
Period transfer activity with quantities, historical cost, movement value, and net transfer.
Requisitions Report
Submitted beverage requisitions with destination, requester, historical cost, quantity, and requested value.
Event Beverage P&L Report
Event beverage profitability showing usage, historical cost, theoretical event revenue, gross profit, beverage cost percentage, and gross margin.
Low Stock / Reorder Report
Current organization-wide inventory compared with reorder points and par levels, with suggested purchasing quantities and estimated reorder value.
Period Comparison Report
Compare inventory quantity, valuation, usage, and purchasing activity between two inventory periods.
Club Logo
Upload the logo displayed in this club's Inventory application.
Financial Close
Review operationally closed events and their historical beverage costs.
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Operator Administration
Manage personal Pull / Return access codes and permissions.
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Requisition Settings
Configure where submitted requisitions are delivered.