You can use the Audit function within Bevager and Foodager to enter your starting counts for the items that you currently have in Bill & Hold. This tells the system how much you have in B&H with each vendor, so you can order these items out of B&H and into your venue. When setting up Bill & Hold you should always enter your starting B&H counts.
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. 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 Areas?
You do not have to enter counts for all of your Bill & Hold areas, but if you leave a section uncounted, after you close the audit the system will fill the B&H area with the counts, based on the information on the system. So if you have old orders that are Release from B&H that you haven't yet received, this can throw off your counts. 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.