Orders
For Category by SizeOrdering (Step 5) 🔗🔗🔗
Welcome to Step 5: Ordering! If you are new to the Easy Inventory platform, this page is where all your tracking pays off. By the time you reach this step, your inventory counts, invoices, and sales data have all come together to help you make smart, data-driven purchasing decisions.
Here is a breakdown of how the Ordering page works and how you can use its features to optimize your stock:
The Core Concept: Usage-Based Ordering
At its heart, this system is designed so that all orders are produced based on usage. Instead of guessing what you need or relying on the "eyeball test," the platform looks at your starting inventory, adds what you received, and subtracts your current count to determine exactly what went through your bar. The generated orders are specifically tailored to replenish what you actually used.
The Power of "Auto Par"
The Auto Par feature is your best tool for keeping your shelves stocked without over-ordering. Here is how it works:
- The Multiplier: You can select a multiplier (like 1x, 1.5x, 2x, etc.) from the dropdown menu. This takes the amount of product you used during the inventory period and multiplies it by your chosen value to create a target stock level.
- The Calculation: Once the system calculates that target stock level, it subtracts your ending inventory (your current count).
- The Benefit: By calculating orders this way, you ensure that you never run out of your fast-moving items, but more importantly, you never order "Dead Products" (items sitting on your shelf that are not selling).
Setting Custom Pars & Vendor Assignment
While the Auto Par feature is fantastic for dynamic ordering, you still have granular control over your stock:
- Set Your Own Pars: If you have minimum display requirements or just want to keep a specific amount of a product on hand regardless of usage, you can manually set your own Par levels in the Par column.
- Assign Vendors: To make the actual purchasing process seamless, you can assign specific vendors to your products. This ensures that when your final order is generated, it is neatly organized by the supplier, making it easy to send off your requests.
Navigating the Interface
- Filters: On the right-hand side, you can quickly filter your view by category (All, Beer, Liquor, Draft, or Wine) to tackle your ordering section by section.
- The Grid: The main table gives you a complete snapshot: what you had previously (Previous), what you have now (Count), what was consumed (Usage), your target stock (Par), and the final calculated amount to buy (Order).
- Action Buttons: Once you are satisfied with the numbers, use the Save Order and Print buttons at the top left to finalize the process.
Based on the product list provided on the page, here are the different sizes associated with each Product Category, sorted from largest to smallest:
