Setting up storage
This is how you activate the warehouse in the Web desk and create the first warehouse items.
In the Web desk under Warehouse, you manage stock levels, book deliveries, place orders with suppliers, and conduct inventory counts. When the warehouse is active, every sale automatically reduces the stock of the linked warehouse items.
Prerequisite: The warehouse belongs to the Max plan; newly registered accounts have a 14-day trial. The Warehouse area must be accessible to the owner and employees with the rights Use Web desk and Manage Warehouse ( see employee permissions for details ).
Setup using the wizard
Open warehouse
Click on Inventory on the left. If there are no items in stock yet, the assistant will greet you. Click on Start Setup.
In the second step, you select the sales items you want to track, for example, your bottled drinks. A stock item is created for each item in units, from which 1 is deducted with each sale. You can also leave this step blank and click Next. Finally, click Activate Stock: From now on, each sale will reduce the stock level of the linked stock items.
Enter the inventory immediately.
The inventory items from the assistant start with no stock. Immediately afterwards, perform an inventory count or a goods receipt. Otherwise, the stock level will drop below zero on the first sale, and the item will be displayed as sold out at the checkout.
Warehouse active or inactive
Next to the heading Inventory you will see Active or Inactive. Clicking on it, after a confirmation prompt, toggles whether sales reduce the stock level. When deactivated, stock items, inventory levels, and transactions are retained; sales simply no longer reduce the stock.
The five areas
Inventory: what's available, what's running low, adjustments. See Check and adjust inventory.
Stock items: what you buy and count. See Creating stock items.
Suppliers: Who you buy from. See Manage Suppliers.
Orders: Reorder via email or PDF. See Ordering from Suppliers.
Inventory: Count and reconcile stock levels. See Conducting an Inventory.
Daily amount for a dish
If there is only a certain quantity of a dish, for example 12 ducks in the evening, Servire counts them down.
Set it up once: Select the duck in the wizard or create it under Stock Items using + → Create from Sales Item. If there is also a half duck, link it to a recipe containing 0.5 pieces of duck.
Before service: Start a count under Inventory, enter the quantity for the duck under Actual, and complete the count. All other item remain as they are ( perform inventory ).
In the service: Each order counts down, a cancellation before payment counts up again. When the count reaches zero, the cash register shows the duck as sold out, and guests can no longer order it online.
You can see the remaining quantity under Inventory → Stock. Simply count again the next day.
What the cash register app displays
The POS app does not display remaining stock levels. Inventory decreases with each ring up, regardless of whether it's at the register, via guest orders, the order terminal, or a delivery service. A cancellation before settlement results in a refund, unless the cancellation reason is "stock is sold out." Canceling a paid receipt at the register does not result in a refund. If a stock item is depleted, the POS displays the linked item as sold out until new stock is booked ( by marking the item as sold out ).