- MANAGING INVENTORY DEPLETION
Let us know by email to email@example.com or in app chat support how you want inventory to deplete:
A) ON PROCESSING: inventory is depleted when the invoice is processed on Vines OS, OR
B) ON PICKUP: when the member comes in to pick up, and the invoice is converted to an Order and closed on Revel.
- USING REVEL LAYAWAY:
Indicate if you want to use the Revel Layaway option:
Layaway as an added option allows you to move the inventory into Layaway so it is still available but cannot be sold online or in the tasting room.
If you use layaway the Invoice product inventory moves to Layaway and is not available for sale on the POS.
If you don’t use Layaway, inventory on Revel will only deplete when the Invoice is converted to an Order, ie, when the member comes in to pick it up. The members wine or products would still be available for sale on the POS until the member picks up.
Use layaway - 10 bottles left, 8 members for pickup, 2 bottles left for sale on Vines OS and Revel, 8 are in layaway on Revel. Nobody can buy more than 2 bottles online or in tasting room. (*Note: Requires end of day sync). Sales revenue reports in Revel ONLY when you filter to INCLUDE OPEN orders.
Don't use layaway -10 bottles left, 8 members for pickup, 2 bottles left for sale on Vines OS and Revel, 10 botttles are still available for sale on Revel. Nobody can order more than 2 online, but they can be sold on POS.
UNDERSTANDING VINES OS INVENTORY:
On VinesOS inventory depletes when the club order is CREATED, NOT WHEN PROCESSED. When the order is PROCESSED on VinesOS, the Invoice is created on Revel.
REVEL INVOICES SET UP STEPS:
- Someone with Owner access needs to turn on Invoices in Settings in the Revel Dashboard. In the Settings section just search for Invoices, and turn Invoices on. When that is done, let us know and we will configure to use Invoice feature.
- Ask Revel Support to set your Custom Dining type 6, which is by default called "Other" to "VOS Club". This means that on Revel Dashboard you can filter to see all Vines OS orders (ecommerce, not club) by filtering for Custom Dining type "Online Orders (Revel's default)" and filter to see all Vines OS Club orders by filtering orders by dining type "VOS Club".
- Let us know by email to firstname.lastname@example.org or in app chat support that you want to use Invoices. Be sure to also specify how you want to manage inventory depletion, as per notes above, and also if you want to use layaway or not.