For a complete inventory view, go to Dashboard > Inventory.

Active: Any club active order or POS active order that is unpaid
​Paid/Pickup: Orders that have been paid and are set to 'hold for pickup'.
​Layaway: A total of Active + Paid/Pickup orders.
​For Sale: The number available for sale. Click the blue number to see inventory changes.

​Total: A total of Layaway + For Sale. This should indicate the total number on site (both for sale, and sold but not picked up, and active club orders).
​Stocktake: Stocktake will always reflect the same quantity displayed in the Total column, except the Stocktake column is editable.

Perform a stocktake by entering a Note (ex: Jan 2 Stocktake) and entering the quantities counted for each wine. Hit Save.

Click on the For Sale total in blue to see the details of the inventory change.

As items sell, either on the POS or online, and as club releases are created, the inventory counts will update in real time.

To manage locations and product inventory, go to Dashboard > Inventory. In the upper right-hand corner, select 'Locations'.

In the Locations Manager window, add each Location. You can also delete locations in this window as well. Click on the 'New Location' button in the upper right-hand corner.

Title: Mandatory field. Enter a name that your staff will easily recognize.

IP Address: This is not a mandatory field, but if you want the POS to default to a specific IP address, you can enter it here.

Ship Address: Address of the location you are setting.

Pickup: Multiple locations can have this toggled on. Allow customers to pick up their orders (club and/or e-commerce) from this location.
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Shipping: Multiple locations CAN NOT have this toggled on. Only one location can fulfill e-commerce orders for shipping. Please toggle on the preferred location for shipping.

**NOTE: The e-commerce shopping cart will automatically determine if an order can be fulfilled based on the inventory assigned to each location. If a customer tries to switch an order from pickup (where inventory is available) to shipping (where inventory is unavailable) or vice versa, the system will generate an error, preventing the customer from completing the checkout process.

Club Shipping: Multiple locations CAN NOT have this toggled on. Only one location can fulfill club orders for shipping. Please toggle on the preferred location for shipping.

Show on POS: Toggle on this selection if you want the location to appear as an option in the drop-down selection for operating your POS. On the POS, this will appear toward the bottom of the screen.

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To move inventory, go to Dashboard > Inventory. From the main Inventory page, click the yellow button.

This will open a new window called Update Inventory from which you can adjust the product's inventory. In that window, you will see three tabs: Transfer, Receive, Waste. Click on the tab that you want to work with to make your inventory updates.

As you Add or Remove it will calculate the new inventory amount being transferred.

To receive inventory for a location, enter the quantity that you are receiving into the location, add your optional note in the 'Note' field, and then click the 'Update' button.
Once the window closes, back on the main Inventory page you will see the adjusted numbers. Please note that this is based on the location that you are filtering for in the filters at the top of the page, so please adjust accordingly. To view a transactional history of the updates for a product, click on the link under the For Sale column. Each transaction is captured on a separate row with details including the adjusted amount, date stamp, included notes, etc.

Add inventory for multiple wines at a time
1. Use the 'Search' field to search for the first wine, and enter the number to receive.
2. Continue using the search field to pull up wines, and enter the amounts to receive.
3. Add your Note in the 'Note' field, then click Save to receive all of the wines at once.

To waste inventory for a location, enter the quantity that you are wasting into the location, add your optional note in the 'Note' field, and then click the 'Update' button.
Once the window closes, back on the main Inventory page you will see the adjusted numbers. Please note that this is based on the location that you are filtering for in the filters at the top of the page, so please adjust accordingly. To view a transactional history of the updates for a product, click on the link under the For Sale column. Each transaction is captured on a separate row with details including the adjusted amount, date stamp, included notes, etc.

To move inventory from one location to another:
1. Place a checkmark in front of both locations, then for the location you are moving inventory to, type in the updated amount. For example, let's say location San Jose currently has 100 bottles in stock, and location Paso Robles has 10 bottles. If you wanted to move 5 bottles from SJ to PR, you would update the PR location inventory number to 15. When you click out of that field, the other location's inventory will automatically adjust to show 95 in stock.
2. Add an optional note to the Note field to document the change (e.g., Transferred Oct 31)
3. Click the 'Update' button

Once the window closes, back on the main Inventory page you will see the adjusted numbers. Please note that this is based on the location that you are filtering for in the filters at the top of the page, so please adjust accordingly. To view a transactional history of the updates for a product, click on the link under the For Sale column. Each transaction is captured on a separate row with details including the adjusted amount, date stamp, included notes, etc.