Using Polygon Inventory

The Polygon Inventory system determines Stock usage by processing Front of House (FOH) sales data.  FOH sales are sent to the Back of House (BOH) when the FOH sales are Reset.  See section FOH > Closing Procedure - Reconciling and Resetting the Terminal for more information about resetting sales at the FOH.

Stock balances are automatically credited (decreased) when sales resets are processed at the BOH with the Post Stock tick box ticked.  See section Polygon POS Management > Revenue Processing for instructions explaining how to process sales resets and update stock quantities.  

Purchase orders for stock items can be recorded and later applied to supplier invoices.  The Purchase Orders file lists all purchase orders currently recorded in the system.  From here you can create, modify, remove and sort purchase orders.  See section Polygon Back Office > Purchase Orders File for more information about managing purchase orders.

Polygon Inventory includes a Generate Automatic Purchase Orders feature which identifies any Stock Items which need to be re-ordered and then generates purchase orders for these items.  See section Auto Generating Purchase Orders for more information on this topic.

When Perpetual Stock Items are included on an invoice, the stock balances of these items are automatically debited (increased).  Invoices, credit notes, deposits and supplier payments are all recorded from the Supplier Transactions Form.  See section Polygon Back Office > Supplier Transactions File for more information about managing these items.  This section also covers applying Credit Notes, Deposits and Purchase Orders to Supplier Invoices.  

If you have purchased a multi-department license, Polygon Inventory allows you to record the physical transfer of stock from one department to another via the Stock Transfers File.  The Stock Transfers File lists all previously recorded stock transfers for each department and allows you to create, view, modify and delete stock transfers. See section Polygon Inventory > Stock Transfers File for more information.

Polygon Inventory provides functionality to account for wastage of stock items by entering the spoiled or wasted items on a Wastage Sheet.  Committal of the wastage sheet will decrement the stock items from the stock holding.  See section Polygon Inventory > Wastage Sheets File for more information about recording wastage sheets.  

Polygon Inventory provides stock taking functionality which facilitates the recording of your stock levels and adjustment of costs and your stock records to agree with your stocktake count.  See section Polygon Inventory > Stocktakes File for more information about Stocktakes.  

Stock Items are items that you purchase from suppliers for use in your business. Stock items need to be created and linked to PLUs in order to operate a fully perpetual stock control system.  

Stock types are similar to categories as they group like stock items to better facilitate stocktaking and to allow you to easily navigate through the Stock Items file. For example, common stock types include; Beers, Red Wine, White Wine and Spirits.

Stock Items and Stock Types can be added, modified or removed from the system from the Stock Items File.  See section Polygon Inventory > Stock Items File for more information

Recipes are used when part of a stock item or a combination of stocks items are to be sold. For example, a recipe could be created for a cocktail that is made from a combination of small portions from spirits stock items.  Recipes need to be created and linked to PLUs in order to operate a fully perpetual stock control system. Recipes are can be added, modified, deleted or made inactive from the Recipes File.  See section Polygon Inventory > Recipes for more information.

Suppliers who provide your stock items can be added, modified or removed from the system from the Suppliers File.  See section Polygon Back Office > Suppliers File for more information.