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How to set up inventory

Once your menu items are in, setting up inventory lets Open Pantry track stock for you: it goes up as you receive orders and down as you sell menu items.

Select the menu button in the top left of the screen, then Restaurant Pro Suite.

  1. Select Inventory.

The restaurant Inventory screen with location tabs and PAR and Trigger columns

  1. Do an initial stock count and enter what you have in the Balance field for each ingredient. That sets your starting position.
  2. Set a PAR level for each product — the quantity you want to have on hand.
  3. Set a Trigger — the level at which you want to be told to reorder.
  4. Save.

Use the location tabs across the top — Cold storage, Freezer, Pantry, Bar Cooler and so on — to record where each product is kept, and + Add New Location to add one of your own. Getting locations right makes stocktakes much faster, because you can count one room at a time.

AUTOFILL TO PAR fills the count column with each product's PAR level, which is a quick starting point when you are setting up.