How does everyone account for tasting stock/wastage?
We don’t charge for tastings, currently we put in the stock used and have a promo code for tasting stock to make them $0. I am concerned this is skewing our sales reports though.
We have “customers” that have 100% discount for pours, samples and spoils. That takes the wine or retail items out of inventory and our controller accounts for them from there.
We have created an inventory pool for promo. We transfer bottles out of regular inventory to this pool. At year end we will then account for it.
I created a price level and a customer named ‘Pours’ . The price level gives this specific customer $0 wines. Our tasting room completes a transaction with our Pours customer every night to account for the inventory used. This way our discounts don’t look inflated.
same here
To satisfy the accountants, you can also create another order type - call it “Samples” or whatever. When logging samples, whether they be for pours or events or marketing purposes, you can select that order type on the Additional Order Info screen on the PoS. Then when you run your sales reports, you can pull that order type out. I’ve used this approach in conjunction with setting up dummy customers to get the 100% discount.
We created bundles priced at 0$, with its own department(Tasting Bottles), and added the normal product to the bundle. At the end of each day we run an order with these bundles to account for the bottles we poured that day. It depletes inventory, and doesn’t mess with sales reports due to it being a separate department.
That’s kind of brilliant - thanks!
We do the same. Additionally, we have “customers” names Spoilage for corked bottles, Sensory Analysis for bottles opened to determine if they will be added to a flight or for descriptors on tasting sheets, Sales and Marketing for those bottles we give away as promotions or gifts. All are $0.
Thank you everyone 