Web Portal Tutorial

Setting up your Inventory List:
> Adding Bottles
To begin, you need to set up your bar's inventory list. You can find and add bottles from our liquid database.

At the sidebar, select your bar's "Inventory List"
Select "Add New"
Use "Search" to find your bottles in our liquid database
Key in the bottle details and click "Save"

Setting up your Inventory List:
> Editing bottle details

At the sidebar, select your bar's "Inventory List"
Scroll through your inventory list or use the search bar to look for the bottle(s) in your inventory
Note that only values that are underlined can be edited
After editing, click on the Tick icon to save your changes

Items Received:
> Adding Invoices
You can key in your purchases to keep track of your costs.

At the sidebar, select "Items Received"
Select "Add New" to add a new invoice
Key in the relevant details of the invoice (including the date) as well as the details of your purchased items
Once you are done, click "Save"

Items Received:
> Editing Invoices

At the sidebar, select "Items Received"
You may search for your invoice by using the calendar function, or by searching the invoice number
Once you have found your invoice, click "View"
You may edit any underlined values, including the date, as well as add new bottles or delete items
Once you are done with your edits, click "Save"
You may delete an invoice by clicking "Delete" as well

Report Archive:
> Editing & Downloading Reports
After generating reports from the BarOS app, you may view, edit, and/or download the reports in the web portal.

At the sidebar, select "Report Archive" (you may use the calendar function at the top right to find the reports you wish to view)
Select "View" on the report you wish to edit
The "Bar Status" tab displays your bottles according to Bar Areas and Bar Sections, while "Par Level" shows you which of your bottles are below par
Note that only values that are underlined can be edited, such as the opening and closing stocks, and any transfers
After editing, click on the Tick icon to save your changes
When you are done with your edits, head back to the "Report Archive" page to download your report

Report Archive:
> Change Log
BarOS keeps track of any and all changes made by users. This helps you and your staff to be accountable!

At the sidebar, select "Report Archive" (you may use the calendar function at the top right to find the reports you wish to view)
Select "View" on the report you wish to check
Select the "Change Log" tab

Bar Area:
> Adding a Bar Area

At the sidebar, select "Bar Area"
Select "Add New" at the top right
Key in the name of your new Bar Area
Once you are done, click "Save"

Bar Area:
> Adding a Bar Section

At the sidebar, select "Bar Area"
Choose a Bar Area and click on the "+" sign on the right to add a new Bar Section
Key in the name of your new Bar Section
Once you are done, click "Save"

Bar Area:
> Adding / Moving / Deleting Bottles in a Bar Section

At the sidebar, select "Bar Area"
Choose a Bar Section and click on the "+" sign on the right to add a new bottle
Use the search bar to find the bottle that you want to add
Click "Add Bottle"
If you would like to rearrange your bottles, use the "Drag and Move" icon located to the right of your bottle
If you would like to delete bottles, click on the "x" sign located to the right of your bottle

Bar Analytic:
You can track your individual bottle sales against your total sales here.

At the sidebar, select "Bar Analytic"
Choose the date range you wish to check
Use the search bar to find the category or individual bottle sales that you wish to track against your total sales
You can also hover over the dots to see a detailed analysis

Settings: User Management (Admin User)
Here, you can add, remove, and/or edit the users in BarOS. An Admin User will have access to any and all Bar Areas and Sections.

At the sidebar, select "Setting", then "User Management"
Click on "Add New User" at the top right
Fill in the required details such as the new user's name and e-mail, and create a password for that user
Once you are done, click "Save"

Settings: User Management (Basic User)
Here, you can add, remove, and/or edit the users in BarOS. You can limit a Basic User's access to certain Bar Areas.

At the sidebar, select "Setting", then "User Management"
Click on "Add New User" at the top right
Fill in the required details such as the new user's name and e-mail, and create a password for that user
Make sure the user's role is set to "Basic" and select which Bar Areas you want him/her to have access to
Once you are done, click "Save"

Settings: Email Notification Management
Here, you can register email addresses to receive reports generated from BarOS.

At the sidebar, select "Setting", then "Email Notification Management"
Under "Registered Email for Report", click on "Add New Account for this company" on the right
Key in the relevant email address and click "Save"
Note that all Admin Users will receive report emails, and you do not need a BarOS account to receive report emails

BarOS Web Portal