Menu Setup
Table of Contents
View and manage Inventory
Learn how to manage Inventory on the Merchant Portal.
The Inventory settings allow you to track inventory of your items and make adjustments to the items’ available quantity. From the Inventory settings, you can do the following:
- Check the available quantity of items
- Adjust the available quantity of items
- Set the available quantity to reset after processing End of Day
- Reset the inventory
- Export the inventory
View Inventory
To check the inventory of your items, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Inventory," select Inventory. A list of all menu items and their available quantity appears on the screen.
Tip: To directly search for an item, enter the item name on the search bar. You can also filter the list to only show items from specific categories by choosing the category from the "Category" field.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup.
- Select Inventory. A list of all menu items and their available quantity appears on the screen.
Tip: To directly search for an item, enter the item name on the search bar. You can also filter the list to only show items from specific categories by choosing the category from the "Category" field.
Manage Inventory
To adjust the inventory of your items, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Inventory," select Inventory. A list of all menu items and their available quantity appears on the screen.
Tip: To directly search for an item, enter the item name on the search bar. You can also filter the list to only show items from specific categories by choosing the category from the "Category" field. - Next to the item that you want to adjust inventory, select a setting to configure.
You can configure the following settings:
Inventory Tracking
Enable this setting to adjust the item’s available quantity.
Note: By default, the item’s quantity is set to "Unlimited."
Available Quantity
Adjust the item’s available quantity.
Preset Quantity
Set the preset quantity to the available quantity that you want to show when End of Day is performed or when you click on Reset Inventory.
Day End Auto Reset
Enable this setting to automatically reset the item’s quantity to its preset quantity when End of Day is performed on the POS.
DeleteMerchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup.
- Select Inventory. A list of all menu items and their available quantity appears on the screen.
Tip: To directly search for an item, enter the item name on the search bar. You can also filter the list to only show items from specific categories by choosing the category from the "Category" field. - Next to the item that you want to adjust, select a setting to configure.
You can configure the following settings:
Inventory Tracking
Enable this setting to adjust the item’s available quantity.
Note: By default, the item’s quantity is set to "Unlimited."
Available Quantity
Adjust the item’s available quantity.
Preset Quantity
Set the preset quantity to the available quantity that you want to show when End of Day is performed or when you click on Reset Inventory.
Day End Auto Reset
Enable this setting to automatically reset the item’s quantity to its preset quantity when End of Day is performed on the POS.
DeleteReset Inventory
To reset the inventory, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Inventory," select Inventory.
- At the top of the inventory list, click on Reset Inventory. The available quantity for all menu items resets to the value set under "Available Quantity" or "Preset Quantity."
Note: If both Available Quantity and Preset Quantity is set up, the inventory will reset to the value set as the Preset Quantity.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup.
- Select Inventory.
- At the top of the inventory list, click on Reset Inventory. The available quantity for all menu items resets to the value set under "Available Quantity" or "Preset Quantity."
Note: If both Available Quantity and Preset Quantity are set up, the inventory will reset to the value set as the Preset Quantity.
Export Inventory
To export the inventory, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Inventory," select Inventory.
- At the top of the inventory list, click on Export. An Excel file of the report gets downloaded to your computer.
- Open the file to view your exported inventory.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup.
- Select Inventory.
- At the top of the inventory list, click on Export. An Excel file of the report gets downloaded to your computer.
- Open the file to view your exported inventory.