Back Office: Inventory - Low Stock

Back Office: Inventory - Low Stock

  1. Sign into the Back Office then select a Store.

  2. On the left-side Navigation Panel, click Inventory then Low Stock.
             

  3. The Low Stock page appears, which is broken down into Inventory (default view) and Sub Recipe tabs. It will show all the inventory items/sub recipe that are below the Par Level. Here you can also make purchase orders for all the Items that are Low in Stock. The system will automatically sort all the Low Stock Items by Vendors.
Inventory Tab
Sub Recipe Tab
Inventory Tab
Displays a view of each vendor’s low stock in table format, with the name of the vendor appearing at the upper-left corner of each table’s section.



  1. Each vendor’s table contains the following columns:
    1. Name – The name of the inventory item.
    2. Type – The type of inventory item (Retail or Menu).
    3. Min Quantity – The needed minimum quantity of the product.
    4. Available Quantity – The quantity on-hand.
    5. Inventory Unit – The unit of measure for the inventory item.

  1. A new Purchase Order can be created by clicking the Create Purchase Order button. The New Purchase Order page appears, containing the following fields:
    1. Vendor – Will be pre-populated by the corresponding name of the vendor.
    2. Date – Today’s Date.
    3. Place Order Via – Select Print (default) or Email. If Email, the CC field appears to enter any additional email addresses in the CC field of the email.
    4. The Vendor Address and Ship To will be pre-populated based on the vendor’s information on file.
    5. Items To Be Ordered – Each item under the vendor currently experiencing low stock each will have its own row. Update the corresponding Quantity of each item to update the Purchase Order. The row’s Price will reflect the updated Quantity – along with the Total at the bottom.

Sub Recipe Tab
Displays a view of the Sub Recipes currently having low stock.
  1. Name – The name of the Sub Recipe.
  2. Min Quantity – The needed Minimum Quantity of the product.
  3. Available Quantity – The Quantity currently on hand.
  4. Inventory Unit – The unit of measure for the item.

Preparing a Sub Recipe
  1. Click on Prepare Sub Recipe. The Prepare Sub Recipe pane appears.


  2. Select the Sub Recipe from the dropdown. This will auto-populate the Quantity and Primary Storage, along with the Secondary Storage (if applicable). All three can be updated if needed.

  3. When ready to prep the Sub Recipe, click Save at the bottom-right. You are returned to the main Low Stock screen, and the ‘Sub recipe prepared successfully’ banner appears at the upper-right.
    1. Click Cancel / X Close to close the pane without preparing the Sub Recipe.




    • Related Articles

    • Build Version 2.1.22 - Inventory Release

      Back office: Inventory Enhancements: Inventory Phase 2: Inventory subcategory is included as like in Products/Items. Subcategory filter option is included in Inventory reports. Default filter option “Adjust Inventory” is added in Adjust Inventory ...

    • Low Stocks

      Select “Inventory”, “Low Stocks” This will be broken down into Vendors and show all Inventory Items that are Low Stock. Select “Create Purchase Order” and it will direct you right to the “Purchase Order” As Shown: Purchase Order

    • Back Office: Inventory - Sync Inventory

      Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Inventory then Sync Inventory. The Sync Inventory page appears, highlighting the benefits available to a fully synced inventory: Create purchase orders, Receive ...

    • Back Office: Inventory - Inventory Item

      Sign into the Back Office. On the left-side Navigation Panel, click Inventory then Inventory Item. The Inventory Item page appears, with tabs for Inventory Items and Retail Items – along with a Select Categories dropdown and a Total Value On Hand. ...

    • Back Office: Inventory Reports

      Log into the Back Office and select a Store. Under Reports > Inventory Reports. On the Inventory Reports dashboard, select a tab. Master Stock Purchased Item Consumption Log Compare Inventory Count Sheet COGS Adjust Inventory Inventory Item History ...