Back Office: Inventory - Low Stock

Back Office: Inventory - Low Stock


Navigation: Sign into the Back Office then select a Store. On the left-side, select Inventory then Low Stock.
         


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
Sub Recipe
Inventory
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 for a Vendor can be created by clicking the corresponding 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.
      1. If Email, the CC field appears for entering any additional email addresses to be sent a copy of the Purchase Order.
    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 automatically reflect the updated Quantity – along with the Total at the bottom.

    6. When ready, click Place Order. The response from the system will be based on your selection for Place Order Via:

      1. If Print was selected - a pdf of the Purchase Order will be displayed in a new browser tab, and in Back Office you're returned to the main Low Stock page where the confirmation banner appears at the upper-right.


      2. If Email was selected - the Purchase Order will be emailed to the contact email of the Vendor as well as to any email address(es) that were entered in the CC field.
Sub Recipe
Displays a view of the Store's Sub Recipes currently experiencing low stock.
  1. Name – The name of the Sub Recipe.
  2. Min Quantity – The Store's required Minimum Quantity of the product.
  3. Available Quantity – The Quantity currently on hand at the Store.
  4. Inventory Unit – The unit of measure for the item.



Prepare a Sub Recipe
  1. Identify the Store where you need to create a Sub Recipe, then click the corresponding Prepare Sub Recipe button. 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. The Unit of measure will be greyed-out and can't be edited.


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

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