Order management setup

Order management helps automate your orders with vendors. To get started, from the main menu click "Ordering". Then select the category that you want to setup ordering for.

Bar Cop order management setup 1

IMPORTANT - Product vendor names are entered in product setup. To use order management and create vendor orders, you need to setup vendor names in product setup first.

Bar Cop will automatically calculate par levels based on historical average usage data. It does this by multiplying each products average usage by a par multiplier. This creates dynamic par levels that change each inventory period adjusting as business trends slow and get busier.

What is the par multiplier?

The par multiplier is your ordering safety net and can be adjusted at anytime. A par multiplier set at 2.5 would calculate a par level at 2 1/2 times each products average usage. Each product category has it's own independent par multiplier, as you will want a smaller or larger par multiplier for different types of products.

To change the par multiplier, click the gear icon. Enter your new par multiplier number and the calculated par levels will automatically adjust.

Bar Cop order management setup 1

Adjusting individual product par levels.

At times you might want to adjust an individual product's par number to order more or less than the normal amount. For example: If you are running a special on specific product and will be selling more than the normal average range, you will want to order more product than normal for that one order.

To adjust a product's order par level temporarily, click on the notepad icon. Enter a number to add to (or negative number to subtract from) the final order par level. When you no longer need to add (or subtract) the par adjustments, make sure to clear any entered adjustments before your next inventory order so they are no longer added to the final order par level.

Bar Cop order management setup 2

That's it. You are done with order setup.

Things to know:

1) You can add and delete vendor names in product setup as needed. *Remember after you delete a vendor name from product setup, in order setup you will still need to go change the products associated with that vendor to another vendor.

2) You do not need to set the par multiplier each inventory period. It will use the last set number for each new order calculation until it is changed.

Have any questions? Comment below or contact us.
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