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Inventory Usage

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Amigo Pos 7includes the ability to track inventory for all regular menu items, regular menu modifiers, bar menu items, bar menu modifiers, pizza sizes, pizza styles, pizza ingredients and retail items. Real-time inventory usage and stock for the current business day is available on the manager screen on a mini report formatted for the local receipt printer.

 

 

Back Office Inventory General Settings

Back Office Inventory General Settings

 

 

The inventory General Settings screen is divided into 6 tabs:

Inventory Items
Categories
Suppliers
Inventory Units
Inventory Locations
Menu Recipes

 

 

Inventory items are listed in Back Office > Inventory >General Settings. Double click on the row header for any item to view the inventory item editor. Each inventory item is defined by the following fields:

 

Inventory Item Name: Short name for use on mini-reports
Inventory Item Id: Read-only value indicating the database table index of this item. Used when exporting data to accounting programs
Inventory Category: The inventory category best described the item
Inventory Item Description: A brief description of the item for reporting
Inventory Location: The physical location of this item in storage
Inventory Retail Location: The physical location of this item in on the sales floor (applies to retail items)
Retail Item: This item is sold directly to the consumer and not used in product mixes
Supplier: The primary supplier of this item
Secondary Supplier: The backup supplier of this item
Disable: Hide this inventory item
Inventory Unit: The unit to use when listing the inventory item in reports or recipe definitions
Case Cost: The current cost per case
Items Per Pack: The number of items per pack
Packs Per Case: The number of packs per case
Unit SKU: The SKU on a single unit containing this inventory item
Pack SKU: The SKU on a single pack containing this inventory item
Case SKU: The SKU on a single case containing this inventory item
Reorder Level: The minimum quantity that must exist before an alert is generated
Maximum Quantity: The maximum quantity that should be stocked before an alert is generated
Current Quantity Estimate: The estimated stock level calculated by Amigo Pos
Current Quantity Actual: The actual stock level that was entered at the last physical inventory count
Carry Out Only: Only deduct from inventory for order types that are set to charge for containers. This feature is useful for disposable inventory items such as styrofoam cups, pizza boxes, etc where the item is not used for dine-in orders. Note that at least one order type must be set to charge for containers for this setting to take effect.

 

 

Double-click on any inventory item row header while the grid is in List View to edit using the inventory item editor. All changes are saved immediately, but a database update is required to propagate the changes to the front of house.

 

 

Inventory Item editor

Inventory Item editor

 

 

 

Select List View from the drop-down list when editing many inventory items at once. Inventory items can be grouped by Supplier, location, etc by dragging the column to the Group By box. As with all back office data grids, press enter, click on a different row or use the record navigator to change rows in order to commit row changes to a database.

 

Inventory Items List

Inventory Items List

 

There are 2 methods of entering a new inventory item:

Click the Add New Item button on the top menu bar.
Enter the new item name on the top row of the inventory items grid, select the category, supplier, location and unit. Click Enter on the keyboard to commit the changes to the database. The grid display method must be set to list view to use this method.

 

Verify that at least one inventory category, inventory supplier, inventory location and inventory unit is defined before attempting to add a new inventory item.

 

 

New Inventory Item Entry

New Inventory Item Entry

 

 

 

Inventory categories should be defined for proper reporting. For enter a sufficient number of categories so that no more that 200 items exist per category.

 

Inventory Categories

Inventory Categories

 

 

 

Inventory suppliers can be assigned to each inventory item for easy reordering. Each Supplier's address, phone number and hours of operation can be entered in the appropriate columns. This information is displayed on low stock level inventory alerts.

 

Inventory Suppliers

Inventory Suppliers

 

 

 

Inventory units are used to describe the quantity when entering recipes. Most retail items that are sold directly to the customer are sold as single units, described as Each in the list above. Other items that are mixed may be used by the ounce, dozen, gallon, etc. Enter the full name on the left and a short abbreviation in the right column; the abbreviation should be 3 characters or less to ensure that inventory mini reports print properly.

 

Inventory Units

Inventory Units

 

 

Inventory locations print on the physical inventory count sheet, making it easier to perform an inventory count, after entering the location names, change the value of the sort order column so that the locations appear in the desired order on the physical count sheet.

 

Inventory Locations

Inventory Locations

 

 

 

When inventory items are received, select the item from the list or scan the case barcode, enter the new quantity and click the Update button to increase the current and estimated quantities by the specified amount.

 

Back Office Receive Inventory

Back Office Receive Inventory

 

 

 

Receive New Inventory

Receive New Inventory

 

 

To view real time inventory usage, login and press the Manager button. Press the Reports button and select the Inventory Usage report to run report.

 

 

Inventory Usage Report (Manager Screen)

Inventory Usage Report (Manager Screen)

 

The mini report displays the current business day's inventory usage, including the quantity of each item used, the cost of each item used, and the total cost of all items used for the current business day. A current business day is defined as the period since the last End Of Day was run.

 

 


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