How do I add and update inventory locations?

    Locations give you a better picture of how and where your inventory is being used at your venue. You can add new locations, create sublocations, and rename existing locations at any time.

     

    Adding an inventory location

    1. In the left navigation panel, go to Inventory and select Manage locations.

    manage locations_web

     

    2. Locate the Add a new location text field and enter the name of the location. Locations are any place you store or serve alcohol (e.g., Main Bar, Patio Bar, Wine Cellar, Liquor Room).

     

    3. Click the Add button.

    Edit location

     

    4. (Optional) To add a sublocation, enter the sublocation name in the same field and select the parent location from the dropdown menu before clicking the Add button.

     

    5. Your new location or sublocation will now appear under your venue name.

     

     

    Renaming inventory locations

    1. In the left navigation panel, go to Inventory and select Manage locations.

     

    2. Under Edit location, find and select the location you want to rename.

     

    3. Enter the new name and click Save to update the location.

     

     

    Creating custom inventory lists for locations

    You can create custom inventory lists for each location to streamline the inventory process. Follow these steps:

     

    1. On the Manage locations page, find the location you want to customize.

     

    2. Click Edit custom inventory sort under the Edit location section.

     

    3. On the next page, customize the inventory list for that location as needed. Your changes will be auto-saved.