There are multiple ways to view your product inventory data in Vines.
Inventory Page
Go to Dashboard > Inventory to view the inventory report. Click on the "For Sale" number in blue for any item to see detailed inventory depletion or
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Summary at the top of Inventory Table
Active: The Active column includes any unpaid order, except declined/voided, that is set to 'hold for pickup'. This includes any orders (bottle, glass, flight, etc) that are in an 'Authorized' transaction status.
Paid/Pickup: The Paid/Pickup column includes orders that have been paid and are set to 'hold for pickup'.
Layaway: The Layaway column represents the total of the Active column plus the Paid/Pickup column.
Open - Poured - Discarded - Variance: This comprises the Pour Report to track tastings, flights, and glass pours in the tasting room. First, staff members should record opening the bottle for pouring- use 'Open Bottle' button on the POS. Inventory for the tasting, flight, or glass pour will appear in the 'Poured' column of the inventory report. See also: Pour Reports
Orders List Page
You can generate any inventory or sales related report on Vines through the following steps:
Go to Dashboard > Orders
Select the Filters for what you want to report on. For example, processed orders for last month (or any custom date range), all orders or club orders only, or a particular club only, state, etc.
Once all filters are set, click on the Report button.ย
Click on Print to get a printable summary.
See also: Tax Reports