Inventory Management | Hilfe - Produkte & Funktionen

With inventory management you keep track of your articles' stock levels in one or more warehouses. Sales and voids at the Sales Point update the stock level automatically; deliveries, shrinkage, stocktaking and transfers are recorded in the bessa Manager or directly at the Sales Point.

Prerequisites

Inventory management is enabled for your account. bessa or your reseller enables it for the first time and sets up the warehouse for each location.
Your user role includes the Warehouse Management permission. It allows opening the warehouse view and editing stock levels, both in the Manager and at the Sales Point. See User Roles and Permissions Management.
Stock management is enabled for the articles whose stock you want to track. See Set Up Articles for Inventory Management.

How Inventory Management Works

Warehouses: Every location has a branch warehouse. Below it you can create any number of sub-warehouses, for example one per bar, and assign them to a Sales Point or an area. See Create and Edit Warehouses.

Articles: Stock is only tracked for articles with stock management enabled. Portion articles (e.g. a glass of wine) deduct a share of the main article's stock (e.g. the bottle) via the main article and the volume content.

Bookings: Every change to a stock level is a booking. You can see all bookings of an article in the Stock History. The totals per article for one warehouse and one period are shown in the Stock Movement Report.

Booking Types

Booking type	Effect on the stock level	Created by
Order	decreases	sale at the Sales Point (automatic)
Cancel	increases	void at the Sales Point (automatic)
Stock up	increases by the quantity entered	stocking up in the Manager or at the Sales Point, delivery import, void of an internal invoice at the Sales Point
Stock out	decreases by the quantity entered	stocking out in the Manager or at the Sales Point (e.g. shrinkage, breakage, own consumption), internal invoice at the Sales Point (e.g. invitation, staff)
Stocktaking	sets the counted stock; the difference is booked	stocktaking in the Manager or at the Sales Point
Transfer	decreases in the source warehouse, increases in the target warehouse	moving stock in the Manager or at the Sales Point

Manager or Sales Point?

Task	bessa Manager	bessa POS
Create, edit and assign warehouses	✓	–
Enable stock management for an article	✓	–
Stock up, stock out, stocktaking, transfer	✓ one article at a time	✓ one article at a time or as a batch
Import deliveries via CSV, download the order list	✓	–
View the stock history	✓	– (printed stock report after every batch)
Evaluate stock movements per warehouse and period	✓ Stock Movement Report	–
Print labels	✓ as PDF	✓ directly on the label printer

The workflows are described in Edit Stock Levels in the Manager and Edit Stock Levels at the Sales Point.