Introduction
Welcome to our point of sale inventory system! With this system, you can easily add and manage your items for sale. Our intuitive interface allows you to add items to your inventory effortlessly. This guide will help you familiarize yourself with adding items to your system.
Instructions
In INDY admin, start by heading to Settings → Inventory → Inventory Items
On the top right is a button labeled “Create Inventory Item”, click it.
Here you can set the basic information that makes up your item. Lets explain what each field means in it’s relation to the inventory system.
Name - The item’s name. This will be used to also set recipes and will be what is printed in the inventory report.
Base Unit - This is the default unit that you receive the item in or wish to measure the item with. "Each" is the default value assigned to all new Inventory Items. We recommend this unit for single items such as bottles, cans, candy bars, etc. The Base Unit should be set to represent a single quantity of the item.
Unit Cost - How much it costs per one base unit of this item.
Item Class - This is what you use to classify you item. This is also something that can be filtered in reports. Some examples include; Food, Candy, Merchandise, Ice Cream, etc.
Suppliers - The supplier or manufacturer who made or distributes the item. You can select multiple suppliers if you source the item from many locations. For stock receipts, cinemas can specify a supplier for an Inventory Item and be able to filter items by Supplier.
Next is Units. The default unit is set automatically and is determined by the base unit you selected in the settings above. After setting a base unit, additional units can be defined to account for receiving or moving stock. Each item unit you add is a variation of the base unit. For example, bottles of Coca Cola can be grouped together in cases of 24 bottles.
Once you have your units created, you can then work on Adjustments. Adjustments are how you track and manage your inventory for your item. There are 6 adjustments you can select from.
Receipt - When a specified quantity of an Inventory Item has been received at a location
Transfer - When a specified quantity of an Inventory Item has been transferred from one location to another. For cinema chains, this includes transfers across site locations
Damage - When a specified quantity of an Inventory Item has lost to damage
Theft- When a specified quantity of an Inventory Item has lost to theft
Waste- When a specified quantity of an Inventory Item has lost due to wastage
Stocktake - Counting and recording stock
To learn more on managing your inventory see:
Finally is Balance by Location. This will show each available location and the count of this inventory item in those locations. Locations will populate once you set your Units up and have locations set.
