These preferences affect how inventory is valued and whether you want reasons for adjustments.
To Edit Inventory Preferences:
- Select "Settings" (upper left corner)
- Choose "Preferences"
- Select "Inventory"
- Enter details as below.
- Click "Save"
|Value Inventory Using||
Select one of the following options:
|Ask to Summarize on Close||
Default is set to "Yes". Uncheck the box to set to "No".
NOTE: This feature will ensure that you do not forget to summarize and finalize a count sheet.
|Require Reason for Inventory Adjustment||Recommended: Turn this feature "ON" as it forces a reason when adjusting the inventory count. To turn it on, check the box.|
|Count Sheet Column Display||
Allows you to select which columns you would like to count at inventory time. By default, the count sheets will contain the purchase unit, count (split unit) and recipe unit. Select one of the following options:
|Inventory Interface||Select if using Freepour or Bluestreak bar bottle scan and weigh software.|
|Prep Par Level||
Sets the desired timeframe that prep par levels are calculated by default.
Select a start and end date.
|Default Prep Margin||When creating prep sheets in reports, you can increase or decrease prep amounts within the report, but a default amount can be set here.|
*The count sheet display is best done before an inventory is created. If you have existing count sheets, the counts in the column(s) you chose to hide will be part of the inventory summary. Before removing a column, make sure you have no counts in it otherwise the counts may be confusing in the final inventory valuation.