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Set Up
Setting up Lodgical to start tracking inventory is simple; nothing more than a few clicks of the mouse. To get started, go to Utilities, Configuration, General Information, and click on the Charges tab.
If you would like to track your inventory on your store sales as well, make sure the Store Sales Same as Services box is checked. If you need to set up your services, click on the Edit Services button. You should enter in every item that you wish to track. |
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Entering Inventory
Now that you have all of your items entered, click on the Inventory button.
Your screen will be blank (like the one above) until you enter your products. Click on the Add New Product button. You will have to select the Product Item first. Then click the Select button. Fill in the distributor information.
Next, click on the Add button.
Fill in all the information about your purchase. When an order comes in, click on the Item Received check box so Lodgical knows this inventory is on hand. When you are finished, click Save.
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Selling Inventory
You can sell your items in many places including:
- Lodgical Point of Sale Program
- Store Sales (Front Desk Menu)
- Services button in reservations
If you are unfamiliar with the point of sale program, please click here for some helpful information. When selling items from either of the three places, Lodgical will record the transaction and take those items off of your inventory. |
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Report
To see what inventory you still have or have on order, go to Financials, Inventory Report.
By leaving the Include selected store sale category in report blank, you will include all categories. Click OK.
When the report comes up, you can see what is in your Current Inventory, On Order, Total Ordered, and Total Sold. |
