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Raw Material Inventory

  • Updated

Ready to add your raw materials to Ollie Ops? 

Check out this helpful guide for adding your raw material inventory, and if you have questions, please reach out via email to Support! 

 

Getting Started

Using the left menu bar, click "Inventory" --> "Raw Materials"

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In this main inventory view, all of your inventory is aggregated, so if you'd like to see more detail about each individual lot that you received, simply click on the name of the item and the details will expand. 

 

Adding Inventory

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  • Click on the "New" button at the top of the page.
  • This will bring up a form which will allow you to add your inventory.
  • Fill out the form
    1. Grain, Hop, Miscellaneous, or Yeast
        1. If the raw material is in the list simply select it
      2. If the raw material is not on the list add the packaging material using the Ingredient Setup area first
    2. Received at (required)
      1. The date this inventory item was received
    3. Amount (required)
    4. Additional Details
      1. Grains
        1. Color (required)
        2. Extract Fine Grind (required)
      2. Hops
        1. Alpha acids (required)
    5. Unit of measure (required for miscellaneous and yeast only)
    6. Price (required)
    7. Price unit (required)
    8. Lot Code (optional)
      1. If you do not, one will automatically be assigned, but we recommend adding the actual lot code from the manufacturer for better traceability.
    9. Notes (optional)
      1. Any additional information about this inventory item that you may want to capture
  • Click "Save" to save your changes

 

Helpful Tip! 

For a quick way to upload your data, select "Import" from the top right, and select a file to upload from your computer. Make sure to check out the "Download Template" button to see how your data should be formatted for a successful upload!  

 

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Updating Inventory Details

You are allowed to adjust some details of your inventory after it has been entered into the system by lot.

  1. Click on the item you want to update
  2. In the resulting list find the lot that you want to update, open the action menu and select "Edit"
  3. Here you can adjust the details of the specific lot
    1. Note that adjusting the pricing for this inventory item will automatically adjust your costs for batches and finished goods for any batches that were brewed using this inventory item

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Making Adjustments

Sometimes it may be necessary to make adjustments to a particular inventory item due to waste, loss, etc.

  1. Click on the item you want to update
  2. In the resulting list find the lot that you want to update, open the action menu and select "Adjust Inventory"
  3. Fill out the form for adding this inventory
    1. Adjustment type (required)
      1. Select either "Add" or "Remove" depending if you are adding or removing inventory
    2. Amount (required)
      1. The amount you are adjusting up or down your inventory
        Keep in mind that when adding or removing inventory via this form that the units are always "each", not in the units that you see on the aggregated inventory page. I.E. if you have an item that has 100 items per box, you will see x number of "boxes" on the inventory page. If you would like to remove 1/2 box from inventory you will need to make the amount 50 in order to remove 1/2 box.
    3. Notes (optional)
      1. Any additional information you want to capture regarding this adjustment
    4. Click "Save" to save your changes

 

Viewing Transactions

To view the transactions for an item:

  1. Click on the item you want to see details for
  2. In the resulting list find the lot that you want to update, open the action menu and select "View Transactions"
  3. This will bring up the transaction detail screen, where you can see when inventory was added or removed, and why it was added or removed.

Updating Transactions

To update a transaction from transaction list above

  1. On the transaction you want to remove open the action menu and select "Edit"
    1. Note that only notes may be updated. Any adjustment to inventory amounts must be done in a new inventory adjustment.

Removing a Transaction

To remove a transaction from transaction list above

  1. On the transaction you want to remove open the action menu and select "Delete"
    1. Note that system generated transactions cannot be deleted. Only the manual adjustments may be removed
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