Documentation

# Inventory

Inventory in the platform tracks physical stock movement and on-hand balances. The current workflow is transfer-first for finished beer inventory.

# Inventory model overview

  • Inventory Items represent finished beer lots by beer + format + date code.
  • Transfers represent movement requests and warehouse fulfillment actions.
  • Orders represent commercial records (sales/purchase intent), while linked transfers represent inventory execution.

# Finished beer lifecycle

  1. Packaging creates inventory items in the packaging facility/location.
  2. A transfer is requested (internal move, order fulfillment, buyback, etc.).
  3. Warehouse allocation selects specific inventory items/date codes.
  4. Transfer completion records movement transactions and updates on-hand by facility/location.

# Taproom POS consumption workflow

Taproom POS days convert sales data into inventory consumption movements. The POS day is used to review product mapping and inventory availability, while the linked transfer remains the operational record for allocation, completion, and inventory impact.

Auto POS depletion is configured per taproom facility in Settings -> Facility Management -> Taproom Operations. The taproom must be linked to an active Square POS location in Settings -> Integrations before auto depletion can be enabled.

  1. POS data is loaded for a taproom day.
  2. POS items are mapped to beer + package format SKUs.
  3. The system builds or rebuilds a linked taproom consumption movement.
  4. The movement is allocated and completed from the source location configured for that taproom.
  5. Inventory impact is applied from the completed movement.

# Kegs on tap

Draft consumption can use a virtual "keg on tap" record when draft beer has already been moved into the taproom for service.

  • Already on tap means the POS day consumed from an existing keg on tap.
  • Put on tap means the POS day opened a new keg on tap from source inventory.
  • The Qty Available column shows source inventory plus a green keg-on-tap chip when existing tapped beer is available.
  • The keg-on-tap tooltip shows before, consumed, and after quantities.

If the mapped/default draft format is exhausted but another keg format is available, the POS day highlights the row as Review format and shows a Switch format warning. Edit the row mapping and rebuild the movement so consumption can use the available keg format and preserve correct beer-volume depletion.

# Inventory exceptions

When inventory is missing or insufficient but the sales record is valid, record an inventory exception instead of deleting or skipping the inventory demand.

Current exception types:

  • Unrecorded opening inventory: inventory was physically available but missing from the starting inventory records.
  • Other: requires an explanation.

For taproom catch-up, the POS day provides a bulk close-with-exceptions action. The accepted exceptions are written to the linked movement so the transfer remains the plan of record.

# Active inventory behavior

The system supports querying inventory "active as of date." Active rows use a far-future inactive date sentinel (9999-12-31) until inventory is fully depleted.

# Where to work with inventory

  • Inventory -> Transfers for movement requests and allocations
  • Inventory -> Beer On Hand for current balances and format-level inventory views
  • Taprooms for POS day mapping, availability review, keg-on-tap decisions, and taproom consumption movement rebuilds
  • Batch Packaging for creation of new finished inventory

← Transfers →