Brand Inventory
EH

Elizabeth Hanfman

Created Dec 06, 2022

Brand Inventory

Learn how to purchase, adjust, count, and manage your merchandise inventory.

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Brewoptix

35 Steps
1

Go to BrewOptix | Craft Software for Craft Breweries

2

Click on Brand Inventory

Click on Brand Inventory
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You can manage the data on the table with the date filter.

You can manage the data on the table with the date filter.
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Click on Advance Filters… to narrow the table to Brands, Package Types, and Active and Inactive items.

Click on Advance Filters… to narrow the table to Brands, Package Types, and Active and Inactive items.
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Let's show how to add daily Production.

Let's show how to add daily Production.
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You can view all Production items for the date range and filters in the Production table. To add new, press the "+" to edit and click on a listed Production item.

You can view all Production items for the date range and filters in the Production table. To add new, press the "+" to edit and click on a listed Production item.
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Select Production Date

Select Production Date
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Select Brand

Select Brand
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Enter values for each Package Type

Enter values for each Package Type
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Enter Notes if needed

Enter Notes if needed
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Click on Save

Click on Save
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The value will be added to the Production column.

BrewOptix will recalculate, but you can speed the calculation up by pressing the refresh at the top right of the inventory table.

The value will be added to the Production column.
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Let's move on to Adjustments

Let's move on to Adjustments
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Click on Adjustments "+"

Adjustments can be used for lost, broken, or sample items or found items that need to be added to the inventory. This adjustment window works like the Production window for Adding and Editing.

Click on Adjustments "+"
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Chose Adjustment Date

Chose Adjustment Date
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Chose Brand

Chose Brand
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Enter Quantity

Enter Quantity
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Enter type of Adjustment

Enter type of Adjustment
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Enter notes if needed

Enter notes if needed
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Click on Save

Click on Save
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The Production table displays the sales within the date range.

The Production table displays the sales within the date range.
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The Sales column lists the Purchase Orders for all sales within the date range.

If a Brand shows sales on the inventory table, you can find all the purchase orders containing that item. If you want to view the PO, click on order, and the Purchase Order will open up. To narrow the sales orders even more, adjust the date, brand, package types, and sales filters at the top of the inventory screen.

The Sales column lists the Purchase Orders for all sales within the date range.
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To start a count, click the + in the count window.

To start a count, click the + in the count window.
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You can choose the items you wish to count by clicking "Add All," adding By Merchandise, adding by Size, or dragging the item to the To Be Counted Column.

You can choose the items you wish to count by clicking "Add All," adding By Merchandise, adding by Size, or dragging the item to the To Be Counted Column.
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Click You can remove items by clicking Remove All, the item itself, by the Merchandise or Size drop-down. Remove All.

Click You can remove items by clicking Remove All, the item itself, by the Merchandise or Size drop-down. Remove All.
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Click on Count Date

Count Dates are crucial!!! BrewOptix assumes that all counts occur at the end of the business day after all purchases, adjustments, staging, and sales have been completed. So the count values are the Starting Inventory for the following day. In this example, when the user is counting on December 6, this is the final inventory for the day and will be displayed as the beginning count for December 7 on the Inventory table. All projections will be calculated from December 7 until another count is completed.

Click on Count Date
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Click on Create Count

Click on Create Count
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Type value

Type value
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Zero values count as zero so do not skip entering an item. If you do not wish to enter a value for an item that has inventory- than do not add it to a count.

Zero values count as zero so do not skip entering an item. If you do not wish to enter a value for an item that has inventory- than do not add it to a count.
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Pallets will be calculated for you. So 5 pallets will calculate to 100 kegs in this example.

Pallets will be calculated for you. So 5 pallets will calculate to 100 kegs in this example.
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Total: 100

Total: 100
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Click on Complete Count

Click on Complete Count
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Click on Yes - I'm Done

Click on Yes - I'm Done
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Click on the Date Filter- if needed

Remember to see your count on the inventory table- select the date showing the beginning count. For example, if you counted on 12/5, you will need to select 12/6 as your start date to see your count value in the "On Hand Column."

Click on the Date Filter- if needed
35

Remember- you can force calculations by clicking the Refresh icon.

Remember- you can force calculations by clicking the Refresh icon.
Well done!
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