Setting up Inventory is pretty simple: turn it on, create a records for each place you use and store stock, create a record for each of your vendors, and choose how Veezi tracks each item that you sell.

Before you jump in, though, take some time to learn about learn about concessions and other items. Then, think about how you'll track item sales, particularly when items are sold together. Configuration options like recipes and packages give you a lot of flexibility, but the more complicated your setup, the more challenging it will be to maintain. Consider carefully what will work best for you, and contact Veezi support for help identifying the most efficient configuration for your operation.

Important! You can turn on Inventory and set up sub-locations and vendors at any time. Plan to finalize your item setup when you're ready to do an initial stocktake. 

Turn on Inventory

1. Log in to Veezi.
2. Go to Additional Modules > Inventory and click Learn more.

   Note: Install Inventory for each site where you'll track stock.

3. Review the pricing details.
4. Click Enable Inventory. 

Create Sub-locations

You can create sub-locations for areas like the front counter, the storeroom, the kitchen, and so on. When you do a stocktake, you'll then be able to select the appropriate sub-location of each count of items.

Important! You must have at least one sub-location for each site that uses Inventory. You can create as many sub-locations as you need, or you can use Inventory with just one sub-location representing each site.

Note: Veezi maintains stock counts as items are sold, but it doesn't keep a running count of the items in each sub-location. Sub-locations simply allow you to conduct stocktakes of one area at a time.

1. Log in to Veezi.
2. Go to Additional Modules > Inventory > Manage.
3. Click Add sub-location.
4. Give the sub-location a name.
5. Click Save.

Create Vendors

Think about all the companies that provide your concessions and supplies. Who do you contact when you need to restock? Create records for these contacts so you can record receipt of stock.

1. Log in to Veezi.
2. Go to Food & Items > Vendors.
3. Enter a name. You can also enter any other contact details that will be helpful to you.
   

   Note: Vendor details aren't shown anywhere in Veezi except this page, so this information is entirely for your records and convenience.

4. Click Save.

Update items

Tip: Update your items when you're ready to do an initial stocktake. As soon as you save an item that you've set to be tracked, the stock count is set to zero. If you then sell that item before performing a stocktake, your stock counts will be negative, and you'll need correct them when you do your initial stocktake. If possible, update your items and then document stock receipts to reflect your current item counts.

Before you begin

Plan your concession item build. See the Concessions and other items topic for details on item setup, and see the Creating basic items topic for details on configuring Item records.

Important! You must choose one unit of measure for each item and use that unit throughout Veezi. For example, if you sell a 150g size popcorn at your concession counter but you receive popcorn in 3kg boxes, you must decide whether you'll always use grams or kilograms as your unit of measure for popcorn. Whenever possible, use the smallest unit of measure.

Set item tracking

As you plan your item configuration, think about how your items are sold. Some items are simple because you sell them directly.

Example: You can count how many candy bars are delivered, and Veezi can reduce your stock counts each time you sell a candy bar, so you'll know when you're getting low and need to reorder.

Other items are more complicated because they include packaging or multiple ingredients.

Example: To track beverage sales, you might track how much syrup and carbonated water you receive, and count how many cups, lids, and straws you have. When you sell a soft drink, Veezi reduces your stock of each item. Veezi will include each item in stocktakes, but concession sales reports will show how many drinks you've sold, not only many cups or straws you went through.

When you turn on Inventory, a new setting appears in each Item record. By default, the Inventory Item Type is set to Untracked and the item isn't included in stocktakes. To use Inventory to track items, select one of the following settings:

• Tracked: When this item is sold at POS, this item's quantity is reduced. The item is included in stocktakes, receipts, and reports.
• Control Item: When another item is sold at POS, this item's quantity is reduced. The item is included in stocktakes, receipts, and reports.
  

  Example: Straws, cups, and popcorn boxes can all be configured as control items. Their count is reduced when drinks or popcorn are sold.

  Note: Control items can't be sold directly at POS. If you've included an item in a POS profile, you must remove it from the profile before you can select the Control Item setting.

• Tracked by Control Item: When this item is sold at POS, the quantity of control item you specify is reduced. This item is not included in stocktakes, receipts, and reports.
  

  Example: You might use this setting for popcorn and use the Control Item setting for popcorn boxes.

• Simple Recipe: When this item is sold at POS, the quantity of each of the control items you specify is reduced.
  

  Example: You might use this setting for soda and use the Control Item setting for the straw, cup, lid, syrup, and carbonated water items you select as components of the recipe.

  Note: Only items configured as control items can be added to a recipe as components. Create all the control items you need before you create the recipe item.

Example item configuration

My cinema has been operating for a few years and I've been selling basic concessions, like popcorn, soda, and candy. I've recently renovated, and now I have facilities to make and sell pizzas and hot sandwiches. With this change to my operation, I'm going to start using Inventory so I can analyze how well my new offerings are selling, and so I can track stock levels and make sure I'm reordering items before I run out.

I already have a good item configuration that lets my staff easily sell concessions, but now that I'm using Inventory, I'm going to add a few new items:

Next steps: Learn about items | Basic items | Package items | Item modifiers