VinesOS

There are multiple ways to view your product inventory data in Vines. 

Go to Dashboard &gt; Inventory to view the inventory report. Click on the "For Sale" number in blue for any item to see detailed inventory depletion or ​

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: <a href="http://support.vinesos.com/en/articles/6183091-pour-reports-to-help-loss-prevention-and-bottle-bleed">Pour Reports</a>

1. 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.
2. Paid/Pickup: The Paid/Pickup column includes orders that have been paid and are set to 'hold for pickup'.
3. Layaway: The Layaway column represents the total of the Active column plus the Paid/Pickup column.
4. 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: <a href="http://support.vinesos.com/en/articles/6183091-pour-reports-to-help-loss-prevention-and-bottle-bleed">Pour Reports</a>

Orders List Page You can generate any inventory or sales related report on Vines through the following steps:

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.&nbsp;

1. Go to Dashboard &gt; Orders
2. 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.
3. Once all filters are set, click on the Report button.&nbsp;

Click on Print to get a printable summary.

Please Note: ﻿On the Orders List page, the Total dollars shown for the period searched only reflect the combined order amounts based on the current status of the orders. This amount will always differ from what is shown when clicking the Report button or viewing a report from the Reports section. For example, if you were to view orders on the Orders List page for March 4 and the total was $370, but on the Report page, it displayed a total of $450, this might be attributed to an order that was placed on March 4 but voided on March 5. In this case, that particular order would be in a 'Refund' status, and so it would be excluded from the Orders List page for the March 4 processed orders.

See also: <a href="http://support.vinesos.com/en/articles/1280600-sales-tax-report">Tax Reports</a>