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    • Explore Eats365 products
        • Explore the Eats365 POS screens
        • Restaurant service modes
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          • Use Eats365 in a fine dining setup
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    • Set up and Installation
        • Set up and install the Eats365 POS app
        • List of compatible devices
        • Connect an iPad to a network
        • Log in to the Eats365 Merchant Portal
        • Hardware Setup
    • Menu Setup
        • Set up and manage a Category (Full Service)
        • Set up and manage a Category (Quick Serve)
        • Set up and manage a Category (Food Court)
        • Set up and manage Product and Sub Product Type
        • Set up and manage a Single Item (Full Service)
        • Set up and manage a Single Item (Quick Serve)
        • Set up and manage a Single Item (Food Court)
        • Set up and manage a Combo Item (Full Service)
        • Set up and manage a Combo Item (Quick Serve)
        • Set up and manage a Combo Item (Food Court)
        • Set up and manage Catering Items
        • Set up and manage a Custom Menu
        • Set up a tax-inclusive menu
        • Set up and manage Modifiers
        • Set up and manage Modifier Masters
        • Set up and manage Modifier Presets
        • Set up and manage Tier Pricing Rules
        • Allocate item sales to different sales categories
        • Set up and manage a Kitchen Station
        • Set up a Pickup Station
        • Set up a Pickup Station (Food Court)
        • Customize the menu layout
        • Set up and manage Special Request Quick Keys
        • Set up and manage Menu Tags
        • View and manage Inventory
    • Table Map Setup
        • Set up and manage Areas and Tables
    • Restaurant Settings
        • Set up restaurant information
        • Restaurant Codes
        • Set up and manage Media Group
        • Set up and manage a Reporting Period
    • Dine-In Settings
        • Set up Dine-In settings (Full Service)
        • Set up Dine-In settings (Quick Serve)
        • Set up Dine-In settings (Food Court)
        • Configure Dining Time settings
        • Set up Self Checkout for Dine-in orders
    • Takeout Settings
        • Set up Takeout settings
        • Set up Takeout settings (Food Court)
    • Catering settings
        • Set up Catering settings
    • Queuing Settings
        • Set up Queuing
        • Set up VIP Queuing
        • Set up Online Queuing
    • System Preferences
        • Manage General Preferences
        • Manage System Preferences (Full Service)
        • Manage System Preferences (Quick Serve)
        • Manage System Preferences (Food Court)
        • Set up and manage Ordering Quantity Limit
        • Modify Action Button options
        • Set up a Revenue Center
        • Enable Sequential Order Number
        • Configure Audit Log settings
    • Device Management
        • Set a primary POS
        • Reset the Eats365 POS
        • Update the Eats365 POS
        • Change POS device name
        • Configure POS to sign out automatically
        • Maintain restaurant operations using Offline Mode
        • Configure POS login preferences
        • Available features when in Offline Mode
    • Account Management
        • Change POS password
        • Change the Merchant Portal password
        • Change activation email or phone number
        • Switch between Merchant Portal themes
    • Reservation
        • Set up Reservation
    • Import Tools
        • How to use Import Tools
    • Time Sheets
        • Manage staff time sheet
    • Menu Template
        • Create and manage a Menu Template
        • Set up and manage a Location Group
        • Apply pricing changes to shops in a Location Group
    • Scan to Order
        • Set up Static QR Code
        • Set up Dynamic QR Code
        • Configure Scan to Order settings (Full Service)
        • Configure Scan to Order settings (Quick Serve)
        • Configure Scan to Order settings (Food Court)
    • All You Can Eat Menu
        • Create an All You Can Eat Menu
        • Configure general All You Can Eat Menu settings
        • Enable All You Can Eat mode on the Eats365 POS
        • Set up a Menu Tier for All You Can Eat Menu
    • Food Court Settings
        • Add a vendor to a food court restaurant
        • Assign a vendor to a POS terminal (Food Court)
        • Set up unique menus for each food court vendor (Food Court)
        • Set up a centralized cashier (Food Court)

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)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Reporting.
  3. 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.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup. 
  3. 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.
Delete

Manage Inventory

To adjust the inventory of your items, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Reporting.
  3. 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.
  4. 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. 

Delete

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.

Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup.
  3. 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.
  4. 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. 

Delete

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.

Delete

Reset Inventory

To reset the inventory, follow the steps below: 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Reporting.
  3. Under "Inventory," select Inventory.
  4. 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.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup.
  3. Select Inventory.
  4. 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.
Delete

Export Inventory

To export the inventory, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Reporting.
  3. Under "Inventory," select Inventory.
  4. At the top of the inventory list, click on Export. An Excel file of the report gets downloaded to your computer. 
  5. Open the file to view your exported inventory.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup.
  3. Select Inventory.
  4. At the top of the inventory list, click on Export. An Excel file of the report gets downloaded to your computer. 
  5. Open the file to view your exported inventory.
Delete
inventory out of stock items check available quantity preset quantity item inventory

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