Inventory (Step 1)

📦 1. The Main Inventory Page

Think of this as your high-level command center. It provides a bird's-eye view of your current stock, previous counts, and overall usage between your Start and End dates.

Key Action Buttons to Know:

• Auditor Counts: This is where raw data pulls in for your approval. These counts come directly from the mobile counting app, EasyInventory.App (available on the App Store and Google Play). You can review the "Auditors' Counts" before applying them to the current inventory.
• Invoices: Your receiving dock. Use this to enter any incoming products or deliveries received during the current inventory period.
• Detailed Inventory: Your troubleshooting shortcut (more on this below!).
• Print Count Sheet: Handy when you need a hard copy for manual spot-checks.
• New Inventory: Use this to close out the current period and initiate your next inventory cycle.

⚠️ CRITICAL WARNING: Be “ABSOLUTELY” sure you are ready to move to your next inventory before clicking New Inventory. This action cannot be reversed. Make sure all counts are synced, invoices are entered, and discrepancies are resolved first.

🔍 2. The Detailed Inventory Page

If the Main Inventory page is your map, the Detailed Inventory page is your magnifying glass. This is where you troubleshoot problem products that look skewed or just don't seem right.

Why you'll use it:

• Granular Tracking: Instead of just seeing "13 bottles of Bud Light," you see every individual entry. You can track exact weights of open liquor bottles (e.g., grams or ml) alongside full bottles.
• Accountability: The table tracks the exact date, time, and Auditor for every single scan or manual entry. If a number looks wildly off, you know exactly who to ask.
• Targeted Filters: Isolate data by toggling the filters at the top: Scans, Invoices, Previous, or Adjustments. This makes hunting down a missed invoice or a double-scanned bottle much faster.

💡 Pro-Tip for New Users

Keep an eye on the left-hand sidebar navigation. The system naturally guides you through a 5-step process:

1. Inventory: Count what you have.
2. Invoices: Add what came in.
3. Sales: Track what went out.
4. Recipes: Break down your pours.
5. Orders: Figure out what you need next.

Stick to this flow, remember to troubleshoot wonky numbers in the Detailed Inventory tab, and never click New Inventory until you are 100% ready to lock it in!