Adding and deleting products

At times, you may need to add new products to your inventory or remove products. Products are always added and deleted from product setup (see product setup).

IMPORTANT - Always add and delete products in your most current inventory period file. Best practice is to add new products or delete products at the start of a new inventory period, right after you have created a new inventory file (see create a new inventory).

Now let's add a new product to your inventory

So you received a new product and you need to add it to product setup. We will assume that you have your products in alphabetical order. In your new inventory period file, first add the row in "Product Setup" where you want the new product to go (see adding and deleting rows) and proceed with the normal steps for adding the new product's setup information.

Bar Cop adding products

Next go to "Analytical Reports", click on the correct product category (in this case liquor). Because you are adding the new product after creating a new inventory period file, all of the product data should be zeros except for the "Starting Inventory" column. You will see the new product added and it will look like this with the "Starting Inventory" column empty.

Bar Cop setting up products 9

Click on the notepad icon, select the product name from the drop-down list, enter the starting number of bottles, click add. The "Starting Inventory" column should now be populated with the entered number.

Bar Cop setting up products 9

FINAL STEP: You need to go to each inventory location where the new product will be shelved, add a new row in the correct order, and select the new product name from the drop-down list (see inventory locations setup).

Bar Cop setting up products 9

IMPORTANT - You do not need to enter any inventory data information in the inventory locations at this point. Wait until you do your ending on-hand inventory count. At this point you only need to add your starting inventory in the analytical report section as shown above.

Deleting a product from your inventory.

When you stop ordering a product and run out of stock, you need to delete that product from your inventory. To delete a product, open up your most current inventory file, go to "Product Setup" and click on the product name that you want to delete and delete that row (see adding and deleting rows). The product row will be deleted in most of the program (it will be deleted automatically from analytical reports) except for your inventory locations. Go to each inventory location that the product is listed in and repeat the same process to delete the product row.

Bar Cop setting up products 9

Things to know:

1) You only need to go to "Analytical Reports" and add a product's starting inventory when you are adding a new product at the start of a new inventory period. This step is not done when adding products during the initial setup of your products.

2) If you are adding a new wine product you also enter the number of bottles in starting inventory. Bottle beer enter the number of cases, draft beer enter the number of kegs, non-alcohol and food enter the number of containers.

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