Add purchases and used columns to inventory report. I can see what I bought and I can see what I used and adjust pars as necessary or see exactly what has happened between counts.13 votes
You can actually generate a Usage report from the Reports page, which allows you to choose any beginning and ending date – not just the different between your most recent 2 inventory sessions. It shows your beginning, ending, purchases, and usage. It even gives you a place to input sales!
Check it out: https://www.youtube.com/watch?v=4hlTkHKvMlY
Have a line to add what was ordered and what was used (from POS) to give a actual Pour Cost.9 votes
You can now enter purchases. Your online account can now automatically calculate your Usage and Cost of Goods Sold on a brand-by-brand (and liquor, beer, wine, non-alc) basis. Now, calculating your Pour Cost is much easier, faster, and more accurate!
We enter purchases into Quik books. So we have to manually break out beer, wine, liquor, n/alcoholic. I would be nice if the spreadsheet could group each into their category and have subtotals for each, which add up to the entire invoice. I would be a considerable back office time saver. Thank you7 votes
If you enter invoices into Partender, you can see total value of purchases/invoices for liquor, beer, wine (and any other product type) in your Analytics page. We will also calculate your usage, and cost of goods sold!
Check out this video: https://www.youtube.com/watch?v=ei3z-jyAY0c
Your inventory report also breaks down the total value on on hand for all your products types. Just click the Value on Hand tab!
The Partender Support Team
Total units added to Value on Hand tab in excel report. It would make for an easy audit of servings used vs servings sold.5 votes
Would be nice for the spreadsheet to be more detailed. Where it breaks every Venue location into it's own tab. Ending with a Total Inventory tab. That way you can see how much inventory (quantity, cost, and sales) is in each Venue.5 votes
When you add a bottle of wine its asks you for the type....Merlot, Pinot Grigio, etc... In the report that is emailed the type is not passed through in the xls file. It would be great to have it so you are able to sort and see how many of each variety of wines you have in your inventory ... Right now it becomes a very manual process2 votes
In the purchase order tab of the xls sheet it would be great to carry over the bottle price. By doing that you will get and idea of how much your order will cost.2 votes
The usage report should default to the measurement specified for that brand if it's going to be all in one spreadsheet. Otherwise, the usage report should only generate usage for items measured by the amount type specified. For example, if I ask for a usage report in "shots" then I should only get a report for items which are measured in shots. Same for bottles, etc. Otherwise I have to delete and sort the report every time, and run several different reports to get a correct usage report for each type of item.1 vote
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