AdminAlexa (Customer Success Manager, Partender)

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  1. 10 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminAlexa (Customer Success Manager, Partender) commented  · 

    Hi Laura and Jason,

    Thank you so much, we greatly value your feedback. No matter what system you’re using, you need to make sure that you assign an invoice to the correct period, so you can get correct Usage and Beverage Cost (Gross Profit).

    We require a timestamp for the invoice because many operators do inventory on the same day they will receive an order, and based on whether that deliver is physically counted in the respective inventory or not, the operator needs to indicate if the order should go into the period before or after that inventory.

    For example, imagine you do inventory every Monday, and you finished inventory on Monday, May 11th at 9 am, and then you had a delivery arrive at 10 am:

    If you only dated the invoice and there was no time, you couldn’t get a Usage or Beverage Cost because you’re not allocating the invoice to a period.

    If you put the wrong time on the invoice (e.g. it came in at 8 am), your Usage and Beverage Cost would be incorrect, because your purchases would be counted in the previous period (from May 4th - May 11th).

    I know this concept can be confusing, and cost management and calculating/viewing profits can be hard – that’s why we make it all super simple to do and understand 🙂

    Did you know can that you can automate the entire ordering, receiving, and invoicing process on Partender and view instant Gross Profit (Beverage Cost) and Usage? Our purchasing portal would eliminate the need to enter manual invoices and would save you a ton of time!

    Let's schedule an Account Review so I can show you how to start automating Purchasing, Receiving, and Invoicing in just 3 easy clicks. Click the link below to schedule a call on my calendar when you have some free time. I can also show you a few other tips and tricks to help you streamline the entire Inventory, Ordering, and Invoicing process and free up cash flow.

  2. 15 votes
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    3 comments  ·  General » Feature Requests- Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Currently, you can add credit line items for products, which you could use for keg deposit returns.

    We will continue to update these invoice fields for things such as delivery fees and other charges.

    Thank you,
    Team Partender

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    AdminAlexa (Customer Success Manager, Partender) commented  · 

    Adding the deposit to the keg cost is an operational decision.

    The downside of including the deposit in the keg cost is you are increasing your value on hand (thus increasing your Cost of Goods Sold and your beverage cost). Some customers (including myself when I was a customer years ago) prefer to not include the deposits in your keg cost, as they want their beverage cost to only be concerned with the cost of the liquid inside the keg. Deposits are more of an operational cost (such as fuel surcharges or delivery fees) and not really a part of your beverage program (according to the opinion of some).

    The downside of excluding the deposits in your keg cost is your invoice totals in Partender won't match the totals on the carbon copy. You can circumnavigate this issue by including the carbon copy total IN the Partender invoice name (Ex: Invoice ID 123456 $600.00 from Ben E Keith).

    So, it's up to you! Feel free to call or email us if you'd like further explanation or assistance.

    -Alek

  3. 16 votes
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    3 comments  ·  General » Feature Requests- Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
    AdminAlexa (Customer Success Manager, Partender) supported this idea  · 
  4. 26 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    Hi there,

    This is one of our biggest feature requests. Great news! We are currently planning out our first version of a csv report integration for sales numbers.

    However, it will require customers to ensure that their POS is set up correctly with all proper recipes. In order to prepare for POS integration, please make sure your recipes are built into your POS and that your staff is trained on all options and modifiers.

    We look forward to sharing updates on future integration releases!

    Thank you,
    Team Partender

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    AdminAlexa (Customer Success Manager, Partender) commented  · 

    Hey Ruley - Thanks for the suggestion! That's actually on our Product Roadmap. We are closer to integrating with accounting softwares than we are with POS systems, but both are in the works. (Most bars don't have their recipes built and maintained into their POS systems, so direct integration isn't as helpful as most think. But we're still working on it!) Stay tuned =)

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