Inventory Management in Orders To Approve

• Log into SmartBar, then click the truck icon in the left hand toolbar to access SmartOrders
• Above Orders To Approve section, select filters for Distributor and Product Type (Draft, Bottle, Wine, Liquor), if needed

In the instances where a product was added without a distributor (labelled as Unknown Distributor), users can choose to display or hide these products. 

• Within Orders To Approve section, click the product to open the Perpetual Inventory Report
• From the Perpetual Inventory Report, inventory details can be found on the left-hand side

Use the fields to make any adjustments to:

• Quantity on Hand: Shows the current inventory level. This quantity can be manually adjusted, but will automatically adjust based on POUR Volumes or received orders.
  Use this function to 'True-up' inventory as needed.
• Quantity for Discount: Enter the minimum quantity needed to receive a discount from the assigned distributor at the bottom
• SKU: Can be added or edited, if known, but will be overwritten once an invoice is received
• SmartPar Value: manage SmartPar AI settings to adjust SmartPar manually or have it calculated for you.
• Price (per keg, case, bottle, etc)
• Package Size: Options will adjust based on Product Type (Draft, Bottle, Wine, Liquor)
• Distributor: Assign the distributor where this product is available to order for your store
• If Beer or Wine product, there is a Lower ABV checkbox, if applicable

• Click Save when finished to update your inventory for that product

• Click Cancel to close the window and ignore any changes that were made

• Click Delete to remove the product from the Orders To Approve section