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
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 you10 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.4 votes
It sounds like you’re interested in seeing how much alcohol you used, so you can compare it to how much you sold. This information is in your Usage Report!
Download a Usage Report from the Reports page to see how many bottles, ounces, or shots you used of any product.
Learn more here: https://www.youtube.com/watch?v=4hlTkHKvMlY
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.3 votes
Thank you for your suggestion! We do plan on making improvements to the usage report. We are looking into other ways to help our customer track shrinkage.
Stay tuned for our product release notifications!
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