To start working with our Inventory, first we need to add inventory categories and the locations in which those items will be held. This is simple to do within the categories and locations submodules. Just click ‘add’, and enter the name.
The most important sub-module is Inventory Items, where we can see the full list of all items and their current stock levels. We can view this by all locations, or filtered by specific locations.
We can filter by category.
We can also search and filter by item name, UPC and SKU.
Transfer inventory items
Within this submodule, we can transfer inventory from one location to another. Just tap the ‘Transfer’ button.
In the window that opens, select where the transfer is from and to.
Then, enter the items and quantity that you’d like to move and click save.
Here we’ll see what happened.
The inventory item quantity was deducted from its original location and was added to th new location.
Stock delivery
The easiest way to add inventory items is to use the ‘Stock delivery’ function.
We’ll go to Inventory Items and click on the ‘Stock delivery’ button.
If we want to receive inventory that already exists, just click ‘Add item’. Start typing the name of the item, and YumaPOS will automatically offer the most relevant choices. Select the item, then enter the quantity and expiration date.
Adding new inventory items
To receive a new inventory item, first we need to add this to the inventory list. Do this by selecting the ‘Add new item’ button or in the inventory items list using the ‘Add’ button.
Let’s add a new inventory item.
First we enter the name and unit of measure, and if necessary the UPC and SKU codes. Then select a category for this item.
Once we’ve added the new inventory Item, we can use the ‘stock delivery’ function.
When inventory items are to be sold straight from stock, they can be added directly into the menu or items list from here.
To do this, just switch ‘menu item’ on, enter the sale price and select the item’s category.
The menu item will be automatically linked to the inventory quantity, including the recipe, so when one is sold this will be immediately deducted from the inventory.
Here’s an example.
We can see here, a new item was created from the inventory addition, complete with the matching sale price.
Let’s check the recipe – yep, this also matches up.
This is handy for stores that sell items exactly as they are purchased – in large quantities, boxes of twelve units etcetera.
Inventory item details review
Let’s review some more info about inventory items.
Here we can edit previously existing information.
In the ‘Lots’ tab, we can see our inventory by their lots quantity with their purchase prices.
In the ‘Vendors’ tab, we can see the suppliers that provide this item together with the most recent purchase prices. This way, especially in businesses where supplier prices are fluid and margins are tight, it’s really easy to compare pricing and decide the source for the next stock purchase.
In the ‘history’ tab, we can see information about the item’s previous quantity changes due to sales, purchases, audits, adjustments and more.