Managing Products

Basket Products

Basket Products allow you to sell a group of products as if they were one product (e.g. a hamper). Once sold, the stock will be deducted from all products in the basket. You can also use Basket Products to sell products that deduct stock from another product at the same time (e.g. beer kegs).

Note: Basket Products can also keep track of themselves and function the same as a regular product in all other ways (e.g. they can be put on promotion).

 

Creating a Basket Product

Creating a Basket Product is similar to creating a General Product. Skip the Product Creation Wizard and select Basket Product from the 'Type' drop-down menu. An additional box labelled 'Basket Items' will appear below. Here, you can specify the products in the Basket and what quantity should be deducted when one is sold.

 

Basket Product Inventory

A basket product can have an inventory, which affects the product found within the basket. Let's take a look at the different outcomes.

 

Below a basket product has been created with two products, each product within the basket has a quantity of 1.

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Manual Inventory Adjustment

If the basket product inventory is manually adjusted to 1 via the product edit screen, the inventory value for the products within the basket does not change.

 

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Inventory Reports

Basket products do not appear on the inventory reports as the value is represented by the products found within the basket.

 

Stocktaking

Currently, the inventory for the basket product remains at 1, let's do an express stocktake on the basket product and Override the count with 2.

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The products within the basket have gained an inventory value of 1, while the basket product has a value of 2.

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Let's do an advanced stocktake, not counting the basket product or the products within. We will Zero Other Stock for products that are not counted.

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You will notice the basket product has lost 2 items. The products within the basket must also lose 2 items, resulting in -1 for each product within the basket. 

 

Receiving an Order

If our inventory is 0 for the basket product and the products within the basket, let's Save & Receive a quantity of 1 for the order. The result is 1 for all, but remember that the basket value is not added to the inventory report.

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Selling a basket product

If we sold 1 basket product when all of the inventory levels were previously at 1, the resulting inventory is 0 for all.

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Let's sell another basket product;

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Let's perform a stocktake again, not counting the basket product or the products within it, and Zero Other Stock for products not counted.

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Assume we sold a basket product and completed a stocktake for only the products within the basket. 

Products A and B were scanned/counted as 0 in the stocktake.
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The inventory looks as follows after applying the stocktake;

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Let's perform a stocktake again, not counting the basket product or the products within and Zero Other Stock for products not counted.

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You will notice the basket product has gained 1 item. The products within the basket must also gain 1 item, resulting in 1 for each product within the basket. 

 

Commonly Asked Questions

How do I set my products up to decrement out of a keg

For bars or restaurants selling beverages out of a keg, an effective setup involves creating the keg as a standard product and creating basket products for the individual drink types (e.g., pots, pints, jugs, growlers).

Note: Sell quantities for normal products and basket products are rounded to two decimal places, so if you enter a sell quantity that has three decimal places, this will automatically be rounded to the nearest two decimal places.

Setting up the Keg Product:

The first step is to create a Normal Product for the keg.

  1. Create a new product for the Keg, this should be created as a Normal Product
  2. Specify the case quantity as the number of Litres in the keg (if the keg is 50L, the case quantity should be 50)
  3. Set the sell quantity to 1 and set a sell price (if you don't plan on selling the Keg as a whole product you can leave the sell quantity blank)
  4. Ensure that the Track Inventory option is turned on for the keg since we will be tracking the inventory of the basket products through this product
  5. Select Save

Setting up Basket Products to link to the keg

Now, we need to create the products that will be sold out of the keg, e.g., pots, pints, jugs, and growlers.

  1. Create a new product for the basket item, in this example, the basket product is a pint
  2. Set the case quantity as 1
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  3. Search for the already created keg product under Basket Items
  4. the quantity applied to the basket item should be the amount that is being taken out of the keg when selling the product, eg, .29 (pot), .57 (pint)
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  5. Set the sell price for the basket product
  6. Turn off the Track Inventory option, as the inventory is being tracked through the keg product
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  7. Repeat these steps for any other products that will be sold out of the keg
How do I set my products up to decrement nips and shots out of a spirit bottle

For bars or restaurants selling shots and nips out of a spirit bottle, you can create a basket product for the shot and or nip, which will decrease the inventory from the already existing product.

Setting up the Spirit Bottle

The first step is to create the spirit bottle product, if this product already exists, you can ignore these steps.

  1. Create a new product for the spirit bottle
  2. Specify the case quantity (e.g., 6 or 12 bottles in a case)
  3. Set the sell quantity to 1 and apply the price for the whole bottle, if you don't allow the option to sell the item as a whole you can leave the sell price blank
  4. Ensure that the Track Inventory option is turned on for this product, as we will be tracking the inventory of the basket products through this product

Creating The Basket Product to Link to the Spirit Bottle

In this example, we are creating a basket product for a 30ml nip.

  1. Create a new product for the basket item, such as a 30ml nip
  2. Set the case quantity for the basket product to 1
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  3. Search and add the spirit bottle product to Basket Items
  4. Calculate the quantity being taken out of the spirit bottle for each nip (e.g., 30ml / 700ml = 0.04 (rounded to two decimal places)) If 0.04 is deducted from the 700ml for each nip, approximately 23 nips would represent 1 bottle
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  5. Set the sell price for the basket product
  6. Turn off the Track Inventory option, as the inventory is being tracked through the keg product
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  7. Select Save
  8. Repeat these steps for any other products that will be sold out of the spirit bottle
How is the cost calculated on Basket sales?

There isn't an option to enter a cost for a Basket product. Instead, the cost of a Basket product is determined by the costs of the individual products within the Basket.