How do I add new items to inventory?

    This article walks through the process of adding new items to your Backbar inventory.

     

    Adding new items on the web  |  Adding new items in the mobile app

     

    1. In the left navigation panel, go to Inventory and select Inventory Items.

    2. Click the Add New Item button.

    Add new item

     

    3. Select the type of item you wish to add. If you are adding an Other Item, which is any individual item that is not a wine, beer or spirit, you can then enter in the item information and inventory information.

    Add items

     

    4. If you are adding a wine, beer or spirit, start typing the name of the drink you are adding. This will search the Backbar database for the drink. The search not only searches the name, but also vintage, varietal, drink style, producer, and more. The results regenerate with each character you type for your search. So it is best to start broad with the brand or producer name and then get more specific if necessary with the vintage, style or drink appellation.

    Add wine_search

     

    5. If you see the drink you need in the list of results, click on the row to open the drink information.

    1. Scroll down to the Inventory Information section and enter in your data.
    2. On the right side under Quantity on Hand you can enter in a starting quantity. You can also add the item to your cart to place an order for the item from your vendor underneath Add To Order Cart.
    3. When you're finished, click the Save button.

    6. If you cannot find your item after searching, click the button below the search results that says click here to create a new drink. You can then enter in the drink information and your inventory information for that item.

    No match found_new

     

    Important Note: It is important to try to find your drink in the database, if it exists. While sometimes it may seem easier to just create things from scratch, you then lose out on important Backbar functionality. For example, reports segment your inventory information based on drink attributes in our database and training and educational information on drinks for bartenders and wait staff is based on information in our database. 

     

    Adding new items in the mobile app

     

    1. From the bottom tab bar, tap the clipboard icon to access your inventory items.

    2. Next, tap the Plus button located next to the Take Inventory button.

    3. On the following screen, select the type of item you wish to add. If you are adding an Other Item (any item that is not a wine, beer, or spirit), you can enter both the item details and inventory information.

    Modal_adding items

     

    4. If you are adding a wine, beer or spirit, start typing the name of the drink you are adding. This will search the Backbar database for the drink. The search not only searches the name, but also vintage, varietal, drink style, producer, and more. The results regenerate with each character you type for your search. So it is best to start broad with the brand or producer name and then get more specific if necessary with the vintage, style or drink appellation.

     

    5. If you cannot find your item after searching,  tap the Product not listed-add manually button below the search results. You can then enter in the drink information and your inventory information for that item.

    Modal_adding items_3