Learn BMS in short logged-in walkthroughs.

Finish with a clean item record that can be counted, costed, ordered, and placed in the right storage area.

1. 1Log in, open InventoryAfter signing in, choose Inventory in the BMS workspace nav.
2. 2Open a real itemSelect an inventory item row or start Add item inside the logged-in Items table.
3. 3Review fieldsConfirm item name, category, reporting unit, cost, and par level.
4. 4Set bottle sizeUse 750 mL or 1 L bottle sizing so counts, ordering, and recipes share one unit.
5. 5Assign storageConnect the item to Main Bar, Back Bar, Liquor Room, or cooler count routes.
6. 6Save recordSave the logged-in item so it is ready for counts, orders, recipes, and reports.

Finish a trustworthy count snapshot that reflects full bottles and partial bottles across the location.

1. 1Log in, open InventoryAfter signing in, choose Inventory and start Open counting.
2. 2Choose storage areaInside the logged-in count, walk Main Bar, Back Bar, Liquor Room, and coolers.
3. 3Count full unitsEnter sealed bottles, cases, cans, and kegs in the active member count.
4. 4Set open bottlesUse the bottle silhouette for each open 750 mL or 1 L bottle.
5. 5Save count snapshotFinalize the logged-in count with owner, time, value, and status.

Finish with a vendor-specific order whose quantities are understandable before anything is submitted.

1. 1Log in, open OrdersAfter signing in, choose Orders and review Smart Cart.
2. 2Review needCompare logged-in on-hand inventory against par and recent usage.
3. 3Confirm packCheck case size, pack size, measurement, and unit price.
4. 4Create POBuild a vendor purchase order inside the member workspace.
5. 5Receive deliveryReceive ordered lines and update logged-in inventory cost.

Finish with a reconciled invoice linked to the expected order and its source document.

1. 1Log in, open InvoicesAfter signing in, choose Invoices and upload the source document.
2. 2Match vendorConnect vendor, PO, invoice date, location, and receiving status.
3. 3Map linesReview quantities, prices, tax, delivery fees, and totals.
4. 4Resolve varianceFlag price changes and mismatched received quantities.
5. 5Save recordComplete the logged-in invoice reconciliation and audit trail.

Finish with mapped sales that can produce theoretical ingredient usage and profitability.

1. 1Log in, open varianceAfter signing in, choose Sales & variance and import the POS CSV.
2. 2Validate rowsCheck sales item names, counts, revenue, and import warnings.
3. 3Map itemsConnect POS names to BMS recipes in the member workspace.
4. 4Create usageTurn logged-in sales into theoretical ingredient depletion.
5. 5Review periodMove the period into variance review.

Finish with an evidence-backed variance review that clearly separates known loss from unexplained movement.

1. 1Log in, open ReviewAfter signing in, open Sales & variance and choose Review.
2. 2Compare usageRead logged-in actual depletion against theoretical recipe usage.
3. 3Drill into shiftSpot bartender and shift-level variance patterns.
4. 4Document causeSeparate spills, comps, waste, training, and unexplained loss.
5. 5Assign actionSave owner, note, severity, and next step for the team.

Finish with known loss and availability changes documented before they distort the variance story.

1. 1Log in, open controlsAfter signing in, choose Loss controls from the workspace nav.
2. 2Update 86 boardMark unavailable items with a reason and timestamp.
3. 3Record lossCapture comps, spills, breakage, spoilage, or mis-pours.
4. 4Attach contextAdd shift, team member, quantity, and manager note.
5. 5Protect varianceSave known loss before the logged-in variance review.

Finish the week with a documented next action instead of a collection of disconnected reports.

1. 1Log in, open ReportsAfter signing in, choose Reports after counts, orders, invoices, and variance.
2. 2Pick rangeUse logged-in filters: 30 days, 90 days, 1 year, or custom dates.
3. 3Refresh dataUpdate inventory value, COGS, spend, and variance.
4. 4Export proofUse CSV exports for owners, accountants, and managers.
5. 5Choose actionLeave one clear next action for the next logged-in shift.