ORDERING WINE, SPARKLING AND BEER IN REVEL

When ordering wine or beer refer to the weekly stocktake sheet for minimum order’s sheet for each supplier and if each product comes in cases of 3,6,12 or 24.  

Ordering is done by re-ordering, generating a purchase order (PO) and emailing the supplier with attached PO pdf. 

TIP

If you’re on the cusp of a low alert threshold and you can’t say with confidence that you should order a whole new case.  Generate and review a product sales report from the week before.  If you hold more bottles than you sold the week before, in most cases you’ll get through the week without ordering another case about 80% of the time.

The art to ordering is to know with confidence the very minimum you need to order each week.  Only needing to order another 6 or 12 bottles when you absolutely need to.  This allows the business to hold the least amount of product whilst always having the majority of the product available for sale.

It’s better to over hold fast moving stock and satisfy more customers every week, and only re-order the slowest moving product when you get down to 1 or 2 bottles and disappoint 1 or 2 customers if you run out of those items.

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Looking at the drop down is handy showing that a few things that need actioning generate a product sales report if your not sure if you should order wine on the threshold. 

  • The Primitivo might’ve been received incorrectly, over ordered, or the stock count was entered incorrect.  Time to investigate.
  • The Sav Blanc threshold needs to be set.
  • The Shiraz from previous weeks only sells 1 or 2 so no need to reorder
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Once you press 'Save' it will refresh the page and the top bar will change with more options below 

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Revel should generate a pdf and download it to the ‘Downloads’ folder on the laptop, go to the ‘downloads’ folder and sort the files by date

Revel will generate a file similar to the one circled, you need to re-name it similar to the one above as an example.  The best file name is the following:

(producer)_PO_(YearMonthDay).pdf

This will then sort each purchase order in the correct date listing when sorted by name in finder.

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The example above has the month and day switched around.  You can manually re-name the purchase order file or do the following:

In finder there should be a previous purchase order from the same supplier, you can find that file, select it, press ENTER on the key board, ‘command + C’ to copy, select the purchase order you want to rename and press ENTER, ‘command + V’ to paste, the name, change the date and then you are good to go.

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