Before you can benefit from the integrated inventory program, you must complete the setup of your inventory items and recipes.
Accessing Inventory Setup
Launch MicroSale > Manager Menu > Inventory > Inventory Setup
The setup section must be completed before inventory items can be created. Start with Product Storage Locations and work your way down to Condiment Offset, as each section builds off the previous section.
Inventory Storage [Required]
Inventory Setup (on toolbar) > Product Storage Locations
Enter the physical locations where you will be storing your inventory. The location names are important, as inventory items are organized by location for manual counts. Location or storage names may be Dry Storage, Freezer, Walk in Refrigerator, Bar Refrigerator, Bin #, etc.
Category Group Names [Required]
Inventory Setup (on toolbar) > Category Group Names
A category group name allows you to track segments of your inventory. For example, you may want to track “Food”, “Supplies”, and “Linens”. Group Account #’s are optional (used for accounting)
Category Names [Required]
Inventory Setup (on toolbar) > Category Names
Categories further classify groups for tracking of your inventory. For example, you may categorize your groups as “Chicken”, “Fish”, “Plasticware”, “Paper Products”, etc. Category Account #’s are optional (Acct #’s should match up with accounting package)
Create Vendors [Required]
Inventory Setup (on toolbar) > Create Vendors
Add in the names of your vendors or the names of the companies you use for supplying your items (Sysco, US Foods, Performance, etc). Vendor Account #’s are optional (used for accounting)
Condiment Offset [Optional]
Inventory Setup (on toolbar) > Condiment Offset
Optional; Used for inventory items that you are purchasing but not tracking, such as salt packets, ketchup, mustard, etc.
Units of Measurement [Optional]
Inventory Setup (on toolbar) > Measurements
Common units of measurements are preloaded. Custom measurements such as “Pinch”, “Bottle”, may make some of your recipe’s measurements easier to understand. The customized units of measurements are converted into proper measurements during the setup of the inventory items. Default measurements include: Volume: oz, cup, gallon Single items: each, box, case, bag