Purchase and inventory
Purchase and inventory is a simple record of what you buy and use. You log each purchase with its supplier, items, quantities and prices, and the Inventory list shows each item's balance. You record usage yourself. It is an add-on sold on request.
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- Where
- More → Purchase & Inventory
- Time
- 10 min
- Updated
Record a purchase and track usage
Step 1: Start a new purchase
Open More → Purchase & Inventory. The page shows Purchases This Month and a list of Recent Purchases. Press New Purchase.
Step 2: Fill in the supplier and the items
Under Purchase Details, set the Purchase Date and the Supplier Name. Type to search suppliers you have used before, or add a new one with its Supplier Address and Supplier Phone (optional). Then add each item with Item Name, Quantity and Unit Price, and press Add Item to Purchase.
Step 3: Create the purchase
The Grand Total adds up the items. Press Create Purchase to save it.
Step 4: Log what you use
Press Inventory on the main page to see the Inventory List. Press Track Usage beside an item, enter the Quantity to Remove and press Record Usage. You can't record more than the balance.
Reading the Inventory List
| Column | What it shows |
|---|---|
| Item Name | The ingredient or supply. |
| Total Qty | Everything you have purchased. |
| Usage Qty | Everything you have recorded as used. |
| Balance Qty | Total minus usage. |
| Purchase Amt, Usage Amt, Balance Amt | The same three, in money. |
| Last Updated | The date of the latest entry. |
Questions
Does inventory go down when I sell a dish?
How do I get Purchase and inventory?
Can I fix a wrong purchase?
Related
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