Purchases

Purchase Order Overview:

Creating Purchase Templates:

Select “Inventory”, “Purchases”, “Purchase Templates”, “+Purchase Order Template”

Type in the name of the Purchase Order and select a Vendor and add Inventory

Creating a Purchase Order:

Select “Purchase Orders”, “+Purchase Order”

Select the Vendor

Select “+Inventory Item”

Select the Inventory Item

After selecting the item, the rest will automatically calculate
 

After creating the Purchase Order select “Place Order”

Purchase Order Complete

Once the order arrives to your business select the green button under Purchase Orders

This will show you what you ordered. If information is correct select “Submit”

Items Received

Receive Inventory Item:

Select the “Receive Inventory Item” tab

Select the Inventory item received

This will autofill. Change the “Quantity” if needed. Then select “Save and Continue”

Viewing Received Logs:

Select “Received Logs” and select the appropriate Time Period and “Search”

Received Items Log

Viewing Purchase Invoice:

Select “Purchase Invoice”

• Related Articles

• Adjust Inventory

  Adjusting Inventory by Item: ​ Select “Inventory”, “Adjust Inventory”, then select the green button next to the item you want to adjust Select a Reason Type You will be able to change the count Bulk Update to Inventory: Select “Inventory”, “Adjust ...

• Inventory Item

  Creating an Inventory Item: ​​ “Inventory”, “Inventory Items”, “+Inventory Item” Note: When setting up an inventory item, you must have Ingredient Categories, Storage Locations, Vendors, and In House Units created Select a Category for the item ...

• Inventory Modifiers

  Linking Modifiers to Inventory: ​ Select the arrow under “Controls” to open the modifier settings Select an Item Type Select Category Select Item “Check mark” will indicate modifier is linked with inventory

• Adjust Inventory Reasons

  Creating an Adjust Inventory Reason: Select “Inventory”, “Adjust Inventory Reasons”, “+Reason” Type in the name of the reason and select if the reason will be an increase or decrease

• Inventory Menu Items

  Linking a Menu Item to Inventory: ​ “Inventory”, “Inventory Menu Items”, and select the arrow under controls Select Each Select Inventory Item, Sub Recipe, or Manual Entry, depending on how you would like the item set up After adding items select ...