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Inventory Strategies

Josh Senior avatar
Written by Josh Senior
Updated over 3 weeks ago

Inventory Strategies define how and where inventory is tracked across your cinema. Before using any inventory features, you must configure at least one active inventory strategy.

⚖️ What is an Inventory Strategy?

  • An inventory strategy outlines the locations (and optionally register stations) where you intend to track and record stock.

  • The system uses this configuration to calculate balances based on sales, stocktakes, and adjustments.

  • Every strategy must include a start date and a default inventory location.

⚠️ Important: Sales from non-inventory locations will be attributed to the default inventory location.

✨ Best Practice

  • Keep strategy periods aligned with your reporting periods.

  • Avoid overlapping or disjointed inventory periods—reports that span multiple strategy periods will not generate correctly.

➕ Creating a Strategy

  1. Navigate to Inventory Strategies

  2. Click Add Inventory Strategy

  3. Select:

    • Start Date (when inventory tracking begins)

    • Inventory Locations (e.g. Concessions, Stock Room)

    • Register Stations (if required for direct POS counts)

    • Item Class (e.g. Candy, Drinks) to bulk-assign items eligible for tracking

  4. Save the strategy and activate it (the system may auto-activate if configured to do so)

Once active, this unlocks the full Inventory menu in Settings: Suppliers, Items, and Recipes.

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