How to manage Bulk inventory

How to manage Bulk inventory

Here is a recommendation on how to track your inventory for bulk products, i.e., products which you buy and sell in bulk and which cannot be counted as individual items. These can be candies or nuts, or gumballs that you put in Bulk machines or ingredients for Hot Drink machines such as Coffee, Sugar, Milk powder, etc.

The recommendation is: use an ounce (or kg) as a Unit of measure.

Define Bulk Products in Inventory #

For example, if you define the product “M&M’s Peanut,” and you buy this product usually in bags of 42 ounces, set the Units Per Case field to be 42. In Reorder point field, if you want to reorder when you have one bag left, enter 42. In the Initial Inventory Setup section, for field Quantity, enter how many ounces you have in the warehouse; for example, if you have two bags of 42 ounces, you should enter 84. In unit cost, enter cost per ounce, for example if a bag costs $15.97, unit (ounce) cost will be $15.97 / 42 = $0.3802.

Create Bulk Product

Log a Bulk Product Purchase #

When you log your purchases for this product, the system will automatically load value 42 in the field Units/Case, but if you buy a different pack, you can always update the Units/Case field value.

Create Purchase - Bulk Product

Define a Machine Configuration with Bulk Products #

In Max Capacity, enter the maximum quantity of product that can be filled in the container again using an ounce as a Unit of measure. For example, if your canister can hold a maximum of 5 bags of 42 ounces each of “M&M’s Peanut,” enter value 5 * 42 ounces = 210.

Machine Configuration - Bulk Product

Enter Trip Results for Bulk Product #

On the Enter Trip Results screen, enter the value for Filled Quantity again using ounce as Unit of measure. For example, if you filled 2 more bags of “M&M’s Peanut”, 42 ounces each, enter 2 * 42 = 84 in Filled Quantity:

Enter Trip Results - Bulk Product