Items Overview

Question

Items Overview

Accepted Answer

The Items page under Items and Recipes is where you can manage all aspects of the products in your BevSpot account that you inventory, order, and sell. The items that you see when you first navigate to this page are your Active Items. This means that they are products that you are currently ordering and counting in inventory. These items can be grouped by Category, Subcategory, Vendor, and Last Edited.
Items Page
Creating Items
As you bring new items into your restaurant, you’ll need to add them in BevSpot to help you maintain accurate, useful data about your business.
Select Create New at the top right (top left on mobile).
A blank Item Card will pop out from the right side of the screen (full screen on mobile), where you can fill out the necessary product info and then Save the item to your account.
Item CardTo add multiple items at the same time to your BevSpot account, utilize the Bulk Add feature.

Bulk AddEditing Items

Select the blue, highlighted Name of any item. From the Item Card, you can see the timestamp of the last edit and view the Item History. The Item History includes the price history, as well as any time the item was counted, ordered, transferred, used in a prepared item, or recorded as a loss within the last 6 months.

Item HistoryTo make Bulk Edits to items…
Select the multiple items you wish to edit in bulk by clicking the checkbox to the left of each item
Click the Bulk Edit button at the top of the screen
Choose what you’d like to edit for these items, and make the necessary changes
Once you’ve made all the changes needed here, select Save Changes at the top of the screen
Archiving Items
Archive your seasonal items, or anything you take out of your bar program temporarily so it doesn’t clutter your BevSpot account...
Select the items you wish to archive by clicking the checkboxes next to each item
Click the Archive button at the top of the screen
When the system prompts you to confirm this action, click OK
Deleting Items
If you need to delete anything permanently from your account...
Select the items you wish to delete by clicking the checkboxes next to each item
Click the Delete button at the top of the screen
When the system prompts you to confirm this action, click Delete
If you have additional questions or would like to learn more, feel free to schedule a training with the BevSpot team HERE.