Article Contents
Introduction
Depletions are a flexible feature to track anything removed from your inventory that isn't a return to a distributor.
To learn more about depletions, and the appropriate time to use them, see:
Adding a Depletion
Creating the Depletion
Click Inventories > Depletions on the side menu bar
Click the "Actions" button, then under "New" click "Depletion
Click the "Area" drop-down list and select the area where the item(s) will be removed
Select the Depletion Reason. If your venue doesn’t have any reasons, or you need to add a new one, click “New depletion reason”
Note: If adding a new reason, enter the name for the depletion reason and click “OK”
Click “Save” to start adding items to the depletion
Adding Items
With the depletion created, you can now add items to it.
When adding items, you have the option of adding:
Before adding anything, double-check the Date field. It populates with the current date and time. If you're adding a depletion that happened in the past, click the date field to change when the item was removed from your inventory.
When the date and time are correct, you can start adding.
Individual Items
To add individual items:
Make sure the "Add Item" tab is selected and click the “Add Item” field and type the name of the item, then click the item from the search results
After selecting the item, enter the measurement and quantity. You can select cases, full units, or a manual weight or volume (depending on the item type)
Note: Depletions remove stock from your venue, so make sure you're entering a positive value for the quantity
Click “Add” after entering the measurement and quantity. In this example we've added 4 units
The item is added to the depletion, and it saves automatically. You can add more items to the depletion as needed. Click the “X” button to close the window when finished
POS Items
When adding a depletion you can add a POS Item. This is a quick way to deplete multiple ingredients at a time.
When you add a POS Item to a depletion, you say how many of that POS Item are being depleted and it subtracts the correct quantity of each ingredient.
Note: The ingredients reflect what is currently mapped to that POS Item at the time. If you change the POS mapping later, the depletion ingredients won't change.
To add a POS Item to a depletion:
Click the "Add POS Item / Batch" tab
Type the name of the POS Item and click the matching result
Note: All POS Items display "POS Item" after the name
In the "Units" field, enter the quantity of the POS Item you need to deplete and click "Add". In this example, a finished margarita was spilled before being served to the customer so 1 is entered.
All ingredients are grouped together under the name of the POS Item. The quantity of each ingredient depends on the "Units" entered in the previous step. The ingredients are based on the POS Item's mapping at the moment the depletion was added.
Note: You can remove the POS Item and all ingredients by clicking the "Remove" button. You cannot remove ingredients added via a POS Item individually.
Batches
When adding a depletion, you can also add a batch. Like POS Items, this is another way of quickly depleting multiple ingredients at a time.
When depleting a batch you can deplete the whole amount, or enter a custom measurement.
For example if you prepare guacamole that's used in multiple POS / Menu Items but you need to throw away a portion of it.
Note: The ingredients reflect what is currently mapped to the batch at the time. If you change the mapping later, the depletion ingredients won't change.
To add a batch to a depletion:
Click the "Add POS Item / Batch" tab
Type the name of the batch and click the matching result
Note: All batches display "Batch" after the name
After selecting the batch, you'll need to enter the quantity/measurement. You can enter a custom amount or select from any of the Serving Sizes in your venue
After entering the amount, click Add. In this example we needed to deplete about half of a 500g guacamole batch so we entered 250g
All ingredients are grouped together under the name of the batch. The quantity of each ingredient depends on the amount entered in the previous step. The ingredients are based on the batches mapping at the moment the depletion was added
Note: You can remove the batch by clicking the "Remove" button. You cannot remove ingredients added via a batch individually.
Depletion Added
When the depletion is added, the removed items are included in the consumption calculation for the inventory period. To learn more, see:
Managing / Editing Depletion Reasons
If you need to edit or archive a depletion reason:
Click the details button beside an existing depletion
Click Actions > Depletion Reasons
Click the details button beside a depletion reason
You can edit the depletion reason name or archive the depletion reason
