Stock Set up - Wine

Stock Set up - Wine

This article takes you through setting up the Stock Item and the Recipe for a Wine item.

Stock Item Setup

1) Select the Group to add the stock item to.
2) Fill in the Description
3) Stocktake Unit - the unit you count this Stock Item in.
Wine is brought and counted as bottles, so this unit should be Bottle.

4) Reduction Unit - the unit you will use in the Recipe for this Stock Item.
Wine is sold by the mL so this unit should be mls.
     
5) Stocktake Unit = Reduction Unit - the number of Reduction Units in the Stocktake Unit.
As we order by the Bottle but sell by the ml, 1 Bottle = 750mls, so therefore the Stocktake Unit = Reduction Unit is 750.

6) Press the Location Tab
      6a) If you have multiple locations set the default for this item.
      6b) If you only have one location move past this step

7) Press the Suppliers Tab.
8) Press Add Supplier.
9) Search for the Supplier you order this stock item from and press GO.

Steps 10) and 11) are the important and must be correct for your stock system to operate.
For this example we will assume the wine comes in case of 6.

10) Add the Order unit of this item - the way you order the stock item.
The Order Unit is Case.

11) Update the Stock Quantity relevant to the Order Unit - this is how many Stocktake Units are in the Order Unit.
If we order a case of 6 bottles, then one Order Unit = 6 Stocktake Units.
 
12) Press OK to complete the entry of this Stock Item.


Linking in the Recipe

This part covers linking the Stock Item that you have created to the Item in your Menu.

1) Open the Menu in the menu editor.
2) Find the item to add a recipe to.
3) Expand the item and select the Size.
4) Click on the Recipe Tab.
5) Click Add
6) Search for the correct item and click Go or use Find/Add to be taken to a list.
7) Enter the Recipe Quantity.
Remember the Recipe Quantity is the amount used when one of these menu items is sold.
The unit for reduction is shown in brackets.

For a Bottle Size the Reduction Quantity is 750
For a Glass size the Reduction Quantity is 150
If you use a Large Glass then the Reduction Quantity would be the mLs of that large glass.

8) Repeat for all items that need to have stock linked.
9) Commit the Menu.

Now the Stock Item is linked to the Menu Item.

Once this is completed every time an item with a recipe is sold, it will reduce from stock.



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