Revel's Inventory functionality allows you to keep track of product and ingredient quantities. A starting inventory quantity is set in the Management Console ([yoursubdomain].revelup.com) or Revel Point of Sale. Each time a product is sold, either on the POS or through online ordering, the quantity sold will be deducted from the current inventory quantity. If you are using ingredient-level inventory, each time a product is sold that has an attached recipe, the ingredients in the recipe will be deducted from the inventory quantity. Please visit the Inventory Section for all articles pertaining to Inventory management.
- Inventory Settings
- Inventory Tab Tour
- Product Inventory and Ingredient Inventory Columns
- Adding Prep Recipes to Products
- Marking a Prep Recipe as Prepared
There are a number of settings that influence how your Inventory will function within Revel. To access your Inventory Settings, follow the steps below. Each setting has a question mark icon next to it. Hover over the icon for further information regarding the setting. Important Inventory settings to know are:
- From the Management Console [yourdomainname.revelup.com], navigate to Settings. Clear Selections and search for Inventory Settings. Check the box on the left to display all available inventory settings on the right:
- Several settings will appear. Take a look below at how each one is used:
Setting Description Use inventory cost If enabled, products or ingredients will use the cost inputted in the Product Inventory or Ingredients Inventory tabs. Use ingredient cost to calculate product cost Use Ingredient Cost to Calculate Product Cost: If a product is assigned ingredients through a recipe, the total cost of the product is derived from the sum total of all ingredients assigned to the product. If this setting is used in conjunction with Use Inventory Cost, the ingredient itself will have a dynamic cost based on the inventory cost. Note: If a product does not have ingredients assigned to it through a recipe, the cost of the product is derived from the cost entered in the Products tab. Ingredients by dining type This will allow you to add ingredients that are specific to dining type, allowing you to track usage and cost of items that are specific to a dining type, such as To Go Boxes, Cups, Plastic Utensils, etc. Inventory lookup Allows you to see the inventory for a specific product on the POS across all establishments. This setting is only functional for businesses that have multiple establishments with Revel and sell the same products across all establishments. The products must have the same Name across locations as well as the same Barcode or SKU. Comps on the POS If enabled, employees will be able to mark items as comps, the equivalent of "waste" on the Point of Sale, assuming they have the Comps permission for their assigned role. If disabled, there will be no Comps button. Comps update unit cost If enabled, comps processed on the POS will increase the cost per unit of products or ingredients. Support serial numbers Enable to support serial numbers for certain products. Serial numbers must be entered through the Inventory tab. Enforce Serial Number Inventory If enabled, the correct serial number must be entered on the POS to sell the product. Allow bypass serial number check When enabled, if a serial number is entered on the POS that does not match a serial number entered in the Management Console, the product can still be sold. Do not display product inventory quantity on menu If enabled, the POS will not display badge icons containing inventory quantities next to products. Comp label Here you can edit the name of the Comp button on the POS. By default treat Voids/Returns/Exchanges as Enable if you need voids, returns, and exchanges to return the products to inventory, waste the product automatically, or prompt the user for the appropriate action. Stock Movement Reasons Enables a prompt for a reason code on each inventory movement. Add preset reasons and codes here, which will show when you move inventory from one establishment to another. By default, invoices put products on layaway Any products added to an invoice on the POS will automatically be placed on layaway. Prompt for layaway When products are added to an invoice on the POS, the user will receive a prompt asking whether the product should be placed on layaway or not. Enable Emailing Purchase Orders If checked, user will have the option to email a PDF of a purchase order upon completion. Require Invoice number when receiving When this setting is enabled, the user will be required to enter the Invoice number for a PO before they can receive products. Require pricing for UOM This setting will require users to input price when setting up UOM from a vendor. Enable Emailing RMA If checked, user will have the option to email a PDF of an RMA upon completion. Show auto receive If checked, users will have the option to select whether or not individual products are automatically received into the destination store's inventory the moment they are sent. Auto Receive If checked, products are automatically received into the destination store's inventory the moment they are sent. Enable partial receipt of transfers This setting allows users to partially receive store to store transfers. Allow transfers to only stores within Establishment Hierarchy Division If disabled, adjust cost option will not be available during transfers. Disable Adjust Cost By enabling this setting, you will remove the ability to adjust cost when an inventory action takes place. Allow users to adjust cost during transfers If disabled, adjust cost option will not be available during transfers. Physical Inventory: Require Count by Scan If checked, the system will require that each item in a section be scanned as a method of counting. If unchecked, associates will not be required to scan items to count and will only be required to enter a count by hand. Physical Inventory: Blind Scan If checked, associates will not be able to see how many items are expected to be scanned. Additionally, associates will be unable to see progress of scanning. If unchecked, associates will be able to see how many items are expected, as well as their progress against that total. Restrict PO to Vendor Check this in order to enforce purchasing items only from the target vendor. Lock Cost on API Purchase Order Check this setting in order to block editing of a valid cost that was provided through the API as a position (not 0) number. In all other cases (cost not provided, or provided with an empty value, or provided as a 0), the user will be able to edit cost on the user interface.
After you have added products to your system, they will display in the Inventory tab, which is where you'll view and manage your product quantities. Product Inventory shows all items entered through the Products page while the Ingredient Inventory shows all items entered through the Ingredients page. Both tabs have the same layout and functionality; the only difference is the actual items that are displayed and tracked.
In the Inventory tab, there are several sub-tabs that allow you to manage your inventory details: Below is a quick breakdown of each sub-tab:
|Products Inventory||Displays all products marked as Track in Inventory along with their current on-hand quantities. In this page, you can make changes to your inventory quantities manually or via an Excel import. This setting can be found in each individual product settings by selecting a product on your Products tab, clicking on the icon and searching for Inventory.|
|Ingredients Inventory||This tab is identical to the Products Inventory tab, but displays all ingredients marked as Track in Inventory instead of products. Ingredients must first be created and assigned through the Products tab. This setting can be found in each individual ingredient setting under Products > Ingredients.|
|Prep Recipes||If you have created Prep Recipes for individual products, in this page you can mark a batch recipe as Prepared.|
|Vendors||In this page, you'll create and manage vendors.|
|Reorder||Creates new orders based on vendor information and low stock alert thresholds.|
|Purchase Orders||Create new Purchase Orders and view a history of all Purchase Orders made within Revel. Purchase orders can also be printed, emailed, received, and labels printed from this tab.|
|RMAs||RMA stands for Return Merchandise Authorization. In this page, you can create RMAs for damaged or incorrect items that you're returning to your vendors.|
|Shipping Address||Fill out your business's shipping information to automatically populate on all Purchase Orders.|
|Transfer||If you have multiple establishments with Revel, you can transfer inventory and receive inventory from one location to another through this page.|
|Allows you to divide your store into sections so that each section can be easily physically inventoried. You can select whether you want inventory to be to physically counted or scanned.|
|Allows you to divide your stores into sections and conduct a count of inventory in stock. Store associates are assigned to count each section in order to submit the final count(s). The purpose of dividing a store into sections is so that if an actual scan count of a store doesn't match the expected count, a manager can find and correct errors within a small section more easily than across an entire store.|
Product Inventory and Ingredient Inventory
Within the Products Inventory and Ingredient Inventory pages, there are a number of icons that display various information and/or allow you to filter for the information that you need to see. NOTE: Both the Products and Ingredients pages will look identical; the difference is in the information that displays:Let's take a look at the buttons available and how each are used:
- Filters button: Use to filter the inventory that displays to limit to only certain Product Classes, Vendors, Inventory Units and/or Inclusions:
- icon: Use to search for a particular product or ingredient in your inventory.
- icon: Use this to Export, Import or Print your product or ingredient inventory. If you choose to import or export, an Excel file will be provided for you to make mass additions or edits to your product or ingredient inventory:
- Columns on the Report:
- Product or Ingredient: Name of each product/ingredient along with the barcode, SKU, and BIN. Click the product name to divert to the Product details page.
- Class: Displays the class of the product or ingredient. Classes must first be created and assigned to the items.
- Primary Vendors: Displays the primary vendor for the product or ingredient. Selecting the pencil allows the ability to change vendor, vendor item ID, reorder unit type, default quantity, and default price. You can also assign vendors and adjust details through the Product details.
- Please Note: When a converted stock unit is set as "Reorder unit type" type, the Management Console will require you to have a primary vendor set and will not allow you to remove the connection to a vendor. You can bypass the error by switching back to "default UOM (inventory unit)" or deactivating the setup stock conversion unit. Alternatively, you can assign the product to a different vendor.
- Inventory UOM: Displays the Unit of Measurement assigned to the item. This can be changed through the Product Details or Ingredient Details.
- Low Stock Alert: Displays the threshold amount for the item. If the item's inventory quantity falls below the set threshold, an alert email will be sent. Use the Stock Alert Email to enter the email address destination for low stock alert notifications.
- Cost/ Inv. Unit: Displays the average cost per unit based on the item cost divided by quantity.
- Total: Cost multiplied by the current inventory quantity to show the total cost for current inventory.
- Current Inventory: Displays the current inventory quantity of the product or ingredient.
- Actions: By default, you'll see the option to Receive or Waste Inventory. Additionally, you can click on the icon for additional options:
- Receive : Allows you to add quantity to inventory after it has been ordered from vendor/supplier.
- Waste : Allows you to remove quantity from inventory.
- Transfer : Allows you to move quantity of inventory from one Establishment to another. Can only be used between Revel consoles. Also, product barcodes must be the same across all establishments.
- Actual : Allows you to set the actual quantity of inventory without receiving. Can be done using 2 different Units of Measure.
- Reset Cost : Allows you to reset the Cost of Goods in the event there are errors during Receiving.
- Reset : Allows you to reset and delete entire inventory history of a product or ingredient. Performing this will completely delete entire history of product or ingredient.
- Print Tags : Allows you to print pricing, stock, or jewelry labels using Dymo Label Printer.
Adding Prep Recipes to Products
Revel has recently added Prep Recipes to provide functionality for recipes that are prepared in batch, but sold later. To use Prep Recipes:
- In the Management Console, navigate to the Products tab and click the recipe button for the desired product.
- Add all ingredients and quantities that comprise the recipe. View this article to learn how to add ingredients and attach recipes.
- In the Recipes page, check Prep Recipes from the details menu on the left side of the screen. Once you see it on the right side, click the Prep Recipe checkbox.
- If you would like to input the yield that this recipe and product makes, check Recipe Yield from the details menu on the left side of the screen. Enter in the yield amount in the Recipe Yield field on the right side of the screen, then click Save.
Marking a Prep Recipe as Prepared
To mark that you have fully prepared a Prep Recipe:
- In the Management Console, navigate to the Inventory tab and click the Prep Recipes tab. You will see all products that have Prep Recipes enabled in the Products page.
- When you click Prep, a new window will appear with the original recipe. Here, you can edit the recipe if needed. This will only change the ingredients in the recipe this one time. If you want to change the recipe permanently, you will do that through the Recipes section in the Products tab. The Projected Input and Projected Yield allow you to change the ingredient amounts and yield amount for this specific batch.
- Click Prepare to mark this batch as fully prepared. As soon as you mark it as prepared, the individually ingredients will be pulled from your inventory quantities.