Features Guide
Inventory Management
Complete guide for Inventory Management
Updated November 16, 2025
2 min read
Summary Stats
- Total Items: Number of distinct inventory items managed.
- Total Value: Aggregate monetary value of all items in stock.
- Low Stock / Out of Stock:Quick overview of items needing replenishment.
Filters & Categories
- Filter inventory by category (e.g., Fresh Vegetables & Fruits, Produce, Protein).
- Click “Low Stock Only” to show items near or below minimum quantity.
Inventory List
Each inventory row includes:
- Item Name: Name of the product (e.g., Beef Ribeye Steak, Garlic).
- Category: Group or type it belongs to (e.g., Protein, Produce).
- Quantity & Unit: Amount currently in stock with units (e.g., kg).
- Min. Qty:Minimum threshold for alerts/reordering.
- Cost/Unit & Total Value:Per-unit cost and current total value of stock.
- Supplier:Source or vendor (if set).
- Status: Shows if the item is “In Stock,” “Low Stock,” or “Out of Stock.”
- Actions:
Details/Stock log
- Edit item
- Delete item
Add Item
- Use the Add Item button (top right) to add new products, set details, and categorize for easier tracking.
Tips:
- Regularly review “Low Stock” and “Out of Stock” items for timely reorders.
- Keep cost/unit and supplier fields up to date for accurate COGS tracking.
Adding a New Inventory Item
Adding a New Inventory Item
Expand your inventory by adding new stock items to be tracked, managed, and used in daily operations.
Required Fields
- Item Name: Enter a descriptive name for the inventory item (e.g., Bell Peppers, Chicken Breast).
- Category: Specify or select the stock category (e.g., Protein, Produce, Beverages).
- Unit: Define the measurement unit for tracking stock (e.g., kg, liters, pieces, boxes).
- Supplier: (Optional) Enter the name of the supplier or vendor for this item.
- Quantity: Input the starting quantity currently in stock.
- Minimum Quantity: Set a threshold for low-stock alerts and timely reordering.
- Cost Per Unit: Enter the current cost for a single unit (used for stock valuation).
Final Steps
- Click Add Item to add the new inventory record.
- Click Cancel to discard and close the form.
Tips:
- Set realistic minimum quantities to avoid stockouts.
- Keeping supplier details up to date helps streamline reordering and audits.
Analytics
Analytics Dashboard
Track and visualize your restaurant’s performance over the past week to make smarter, data-driven decisions.