User guide

Repeat Inventories

Repeat Inventories are a way to save time when you need to perform the same Inventory on a regular basis.

For example, we perform a Premium Liquor Inventory every day. This involves counting all of the Premium

Liquor Inventory in five different Locations and weighing all partial bottles. The size of our daily Premium

Inventory is 110 Items in five Locations.

Our Premium Liquor Inventory is exactly the same process every day. We know how many Items should be

in each Location. We rarely add new Premium Liquor Items, so the Items are the same every day — only the

quantities vary.

When taking Inventory of Premium Liquor we had to be careful to not use Full Bottles in place of ounces.

If you forget to switch between Full Bottles and Wt, you may have entries like 63.2 Bottles instead of 63.2 oz.

It’s an easy mistake to make, and easy to find and correct. It’s annoying to have to go back, figure out what

you did wrong, and fix it.

To solve this, we added the ability to repeat an Inventory. To start a Repeat Inventory, do the following steps:

1. Select the Inventory you would like to use for a Repeat Inventory.

2. Press the action

icon on the toolbar at the bottom of the Inventory screen.

3. Choose Repeat Inventory.

4. This will take you to the first Inventory Item screen. Barkeep has created a new Repeat Inventory

with the same Inventory Type as the original Inventory that you are repeating.

5. You will then be asked to enter a quantity for each Item

that exists in the original Inventory. The

Inventory Item screen will appear with the Location, Item, and Quantity Type (Bottles / Wt / Cases)

automatically filled in for you with the details for the first Item in the original Inventory.

6. Once you enter the quantity for the first Item, press the

button.

This will add the Item to

the Repeat Inventory.

7. Automatically the next Item from the original Inventory will appear. Continue to enter quantities for

each Item individually until you have entered quantities for each Item in the original Inventory.

Note: In a Repeat Inventory you do not need to choose an Item, scan any bottles, select a Location, or

choose a quantity type. Each of these was automatically filled in for you based on the Item details in the

original Inventory.