8 Inventory Setup Module

You can create and maintain restaurant Inventory within the Inventory Setup module. The screens within the module are differentiated between the Inventory Template and the Inventory tab, and functionalities vary depending on which tab you are working on.

Inventory Template Functionalities

Adding a Template

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location and Product Code where you would like to add a new Inventory Template

3. Click Add Template and enter the following information in the pop-up window:

   • Template Name: Enter the unique name of the Inventory Template

   • Template Description: Enter the unique description of the Inventory Template

4. Click Add Template

Deleting a Template

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location, Product Code and the Template to get the Inventory Template that you would like to delete

3. Click Delete Template and confirm the deletion

Adding a Time Slot

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location, Product Code and Template where you would like to add a new time slot to

3. In the New Time Slot section, enter the following information:

   • New Time: Enter the time in military format

   • New Type:

     • Book by Reservation: Select the table top for this time slot

     • Book by Guests: Guests will be displayed as the value

   • Availability: Enter the inventory for this time slot

   • Reserve fields 1-5: Enter the amount of inventory that is reserved for Groups, VIP, Manager etc. use. The header of the field is customizable in the Look Up Setup module under the RESERVE Look Up Type. See Editing a Look Up Code

   • Web Inventory:

     • Open: Time Slot will be available for bookings via the web service

     • Close: Time Slot will not be available for bookings via the web service

4. Click Add To Template

Editing a Time Slot

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location, Product Code and Template where you would like to make changes

3. Select the time slot in the grid and make the required change

4. Click Save

Editing a Time Slot – Batch Update

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location, Product Code, Template and Date (possibility to select a day, multiple days or date range) where you would like to make the change

3. In the Batch Update section, select the information you want to change by selecting the checkbox in the front

4. Make the required change and click Update

Deleting a Time Slot

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location, Product Code and Template where you would like to make changes

3. Select the time slot in the grid and click Delete Inventory and confirm the deletion

Inventory Functionalities

Adding a Time Slot

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location, Product Code and Date (can select a date, multiple days or date range) to where you would like to add a new time slot to

3. In the New Time Slot section, enter the following information:

   • New Time: Enter the time in military format

   • New Type:

     • Book by Reservation: Select the table top for this time slot

     • Book by Guests: Guests will be displayed as the value

   • Availability: Enter the inventory for this time slot

   • Reserve fields 1-5: Enter the amount of inventory that is reserved for Groups, VIP, Manager etc. use. The header of the field is customizable in the Look Up Setup module under the RESERVE Look Up Type. See Editing a Look Up Code

     Web Inventory:

     • Open: Time Slot will be available for bookings via the web service

     • Close: Time Slot will not be available for bookings via the web service

   Note:

   If there are existing time slots for the selected dates/days, only the days without that time slot will be created. New Time Slots can only be added to the current date or future dates.

4. Click Add To Selected

Editing a Time Slot

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location, Product Code, Template and Date (possibility to select a day, multiple days or date range) where you would like to make the change

3. Select the time slot in the grid and make the required change. You will need to provide a justification if you are changing the time slot inventory to zero

4. Click Save

Deleting a Time Slot

1. Select Inventory Setup

2. Within the Searching Inventory section, select the Location, Product Code, Template and Date (possibility to select a day, multiple days or date range) to which you would like to make changes to

   Note:

   You cannot delete a time slot associated with a dining reservation

Sync With Template

1. Select Inventory Setup

2. In the Searching Inventory section, select the values to get the Inventory Template displayed:

   • Location: Select the location

   • Product Code: Select the Product Code

   • Template: Select the Template that you want to overwrite

3. Click Sync with Template

4. In the pop-up window, select the following:

   • Template: Select the template that should be applied

   • Date From: Select the date from which onwards the template should be applied to

   • Date To: Select the date until which the template should be applied to

   Note:

   If there are existing time slots for the selected dates/days, only these time slots will be overwritten with the values from the template. If there are no existing time slots for the selected dates/days, any template can be applied.

5. Click Sync with Template