PUB POS - Inventory

BARNET PUB – INVENTORY MANAGEMENT

Recipe System - Setting Up the Recipe System

The PUB Inventory system connects what you sell to what you purchase by using recipes, sizes, and portions. This allows the system to automatically calculate costs and deduct inventory correctly.

1.1 Purchasing Items (Ingredients)

The system defines two types of products:

  • Selling ItemsItems sold to customers (e.g., drinks, menu items).

  • Purchasing ItemsItems purchased to make Selling Items (e.g., liquor, wine, ingredients).

You can switch between these views in the Product List using the tabs:

  • Selling Items

  • Purchasing Items

Tip: Always confirm you are working in the correct tab before editing products.

Viewing Purchasing Item Details

When viewing a Purchasing Item, the system will show:

  • Product details (size, cost, etc.)

  • A list on the right-hand side showing which Selling Items use this ingredient

This helps verify ingredient usage across multiple menu items.

1.2 Setting Up Sizes

Correct size setup is critical for accurate inventory tracking.

1.2.1 Open the Size Table

Navigate to the Size Table in PUB Manager.

1.2.2 Add or Edit a Size

  • Click “+” to add a new size

  • Or double-click an existing size to edit it

1.2.3 Portion Size & Portion Rate

When configuring a size, ensure:

  • Portion Size is correct

  • Portion Rate is accurate

Portion Rate = how many portions are contained in that size.

The inventory system relies on this information to:

  • Link Selling Items to Purchasing Items

  • Calculate costs

  • Deduct inventory accurately

1.3 Recipes

Each Selling Item is made up of portions of Purchasing Items (ingredients).

A recipe:

  • Lists all ingredients used

  • Shows individual ingredient costs

  • Displays the total cost of the Selling Item

Example: Peller White (6 oz Glass)

Purchasing Item

  • Peller White wine

  • Purchased in a 4L box

Sizes Set Up

  • 6 oz = 6 ounces

  • 4L = 138.65 ounces

These values must already exist in the Size Table.

Adding the Recipe

  1. Open <Product Maintenance>.

  2. Search for the Selling Item: Peller White – 6 oz

  3. Go to the ‘Recipe’ tab

  4. Click the green “+” icon to add an ingredient

Selecting the Ingredient

  1. In the Search field, find the Peller White Purchasing Item

  2. Select the item

  3. Enter the portion size

  • In this example: 6 oz

  1. Click “Save”

Result

  • The recipe is now linked

  • Each time a 6 oz glass of Peller White is sold:

    • The system deducts 6 oz

    • From the 4L (138.65 oz) purchasing inventory

  • Inventory levels and costs update automatically

Key Takeaways & Best Practices

  • Always verify Selling vs Purchasing item selection

  • Ensure Size and Portion Rates are accurate before adding recipes

  • Recipes drive:

    • Inventory deductions

    • Cost calculations

    • Reporting accuracy

  • Incorrect size setup will cause inventory discrepancies

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