You can use the Audit function within Bevager, Foodager or House to enter your starting counts for the items that you currently have in Bill & Hold in addition to your on site inventory. This tells the system how much B&H quantity you have per vendor you have B&H purchase units for separate from your on site inventory which is counted separately in the audit. It is recommended to take an audit after setting up Bill & Hold so your B&H Quantity totals are accurate to start.
Warning - Before Starting
1. You should set all items that you have in your Bill & Hold as available for Bill & Hold before starting your Audit. This will affect which items you can count as Bill & Hold in the Audit. See Setting up Bill & Hold for more details on this process.
2. You should Receive any Orders that are a Release from Bill & Hold to update the running count of the items in your Bill & Hold before beginning.
- Click Inventory > Audit from the navigation menu.
- Click Start New Audit.
- Select Partial Audit.
When you open an Audit, storage areas will be created for each vendor that you have Bill & Hold items for. The storages will be titled “B&H: Vendor’s Name”. Only items that have the Bill & Hold toggle turned on will display in the storage area. (Please note - if you see that items you have in Bill & Hold are missing you should delete this audit, toggle the Bill & Hold setting against the item, and then start a new audit. This must be set up before starting the audit.)
This allows you to enter how much of each item you currently have available in Bill & Hold. The current count for each item will be pre-filled with the count the system has for the item based on all invoices that have been processed, but you can override this by entering a new value for it in the audit. This will update the amount that you have “Available on Hold” for the item.
Do I have to count ALL my Bill & Hold Storage Locations?
No. However, any items that are not counted will carry over whatever theoretical inventory that was entered since the last time the item was counted to current, including any Order to B&H invoices. So if you have old orders that are Release from B&H that you haven't yet received, this can cause your B&H inventory to be incorrect. We recommend receiving any B&H Orders before starting your audit, to ensure everything calculates correctly.
How do I select my Audit Close Date?
This should be the date that the audit was counted and sales have already completed.
For example - many businesses start counting one night and finish the next morning. In this instance you would select the date of the night you started counting as your Close Date, since all of your POS sales for that night are complete, and any inventory changes (such as deliveries) have happened. Even if you have only done a Partial Audit you should still select a date where all sales have already concluded for the day.