1. UNITS
2. DETAILED BREAKDOWN
3. PRODUCTS WITH SELLING FORMATS
4. CREATION OF UNITS


Inventory control is a crucial management aspect to maintain accurate oversight of your company. Before delving into inventory management, it's essential to be aware of the complexity it entails.

REVO is responsible for managing all inventory units and reducing stock as products are sold in your establishment. However, this requires prior configuration and ongoing maintenance by the company's administrator.

Beforehand, two quick actions need to be taken:

1. Firstly, you need to create a warehouse. To do this, go to Configuration / WAREHOUSES and with the +New button, create the warehouse and give it a name, for example, Main Warehouse. If the warehouse already exists, you can simply edit the name or leave it with the default name. You can find more information about warehouses here.

2. Next, you need to associate this warehouse with a cashier. To do this, go again to Configuration / CASHIERS and edit the current configuration to link the created warehouse with the cashier that will deduct the inventory.



There are three different ways to control and manage inventory with REVO:


1. UNITS

These are products bought and sold individually. For example: soft drinks.

These are the simplest to manage. In the following example, we will enable inventory control for the Coca-cola product.

  • Go to the product page and activate inventory control.

  • Once done, several options will appear. First, ensure that the default selected unit is the unit.



  • Next, enter the current stock units by going to the Inventory (0) option. The following screen will appear:



  • Select the warehouse.

  • Specify the unit.

    Note: It is crucial always to use the same unit. Earlier, we selected the unit, and here, by default, the same unit is selected.

  • Add real stock.

  • Specify, if using the purchases' module, the units you want to have by default for this product. When you have fewer units than indicated by default, the option to create a purchase order with the remaining units will appear. For example, imagine having a real stock of 49 units and indicating 50 units by default. At this point, the Replenish option on the same screen will show the number 1, which represents the units needed to reach the default quantity.

  • Finally, in the inventory alert field, specify the units at which the system should notify you that this product has low stock and needs replenishing.

    Note: REVO checks daily for all products below their inventory alert and sends an email indicating all products with low stock. To do this, it is essential to have your email entered in the REVO account profile. You can check it via this link: User Profile. And activate Notifications.

Once done, each time a Coca-cola is sold from the REVO app, one unit will be automatically deducted from its inventory.


2. DETAILED BREAKDOWN

There are occasions when we need to break down a product to have total control of our inventory. For example, a burger: with bread, meat, lettuce, tomato, and other ingredients. In this case, REVO allows you to go a bit further and have detailed control of all your merchandise.

To do this, we recommend going to Groups and creating a hidden group (inactive) with all the ingredients that will be part of the breakdown. Hide the group so that it is not visible in the REVO app, but the ingredients exist to manage the breakdown. These types of products used only for inventory management are called management-only products.



For each of them, enable inventory control as seen earlier, specify the correct units, and enter the corresponding stock.



Note: It is crucial always to use the same unit, both on the main product page and within the warehouse.

Finally, you need to go to the Burger product and add the breakdown correctly.



Note: It is important to understand that, in this case, the breakdown controls the inventory of the ingredients but not of the final product, which would be the Burger. When a Burger is sold from the app, the inventory of each ingredient is deducted based on their configuration in the breakdown.


3. PRODUCTS WITH SELLING FORMAT

REVO allows the sale of products with different selling formats, significantly improving organization and inventory management. In each of the formats, we can configure the price, quantity to deduct from inventory, unit, rates, and a combination group if necessary.

Previously, you need to create the selling formats you will use for the products. To do this, go to Selling Formats. You can find more information about this here.

Let's see an example to make it clearer. Suppose you have a wine reference that you sell by the bottle and by the glass. Instead of creating two different products, you can create the wine reference as a product with a selling format.

Creating a product with a selling format is straightforward. Once in the category, go to the +New button and select Product with Selling Format.



Next, add the name and in the pricing tab, go to Selling Formats.

Note: Before being able to access selling formats, you need to save the product.



Here are the fields available:

  • List of Selling Formats: List where you can add selling formats for this product.
  • Price: Price for each selling format.
  • Quantity: Quantity to deduct from inventory for each selling format. In this example, deducts 1 bottle of 75 cl wine when selling a bottle and 15 cl when selling a glass of wine (5 glasses per bottle of wine).
  • Unit: In this example, a specific unit has been created to control inventory with L. But it could be done with the standard unit, where selling a bottle deducts 1 unit, and selling a glass deducts 0.20.
  • Rates: If different rates by amount are created in the account, they can be added for each selling format.
  • Combination Group: Here, a combination group could be selected in case the selling format is combined with other products. For example: a whisky cocktail with a soft drink.

In the app, when you select the product with a selling format, the following screen appears:




4. CREATION OF UNITS

Revo XEF comes with a set of basic units for inventory control. If needed, you can create as many units as necessary. To do this, go to the purchases' module:

1. Go to the Purchase Orders section.

2. Click on UNITS.

3. In the top right corner, click on the +New button.



  • Name: Enter a name.
  • Unit: Specify the main unit.
  • Conversion: Specify the conversion.

4. Click on Save.

In the example, you can see how to create a new unit called "Bottle" to perform inventory control on wine bottles with the main unit L and the correct conversion.