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Track bulk products in inventory

This is a recommended approach for tracking inventory of bulk products—items that are bought and sold in quantities that cannot be counted as individual units.

Examples include:

  • Candy, nuts, and gumballs (used in bulk machines)

  • Ingredients for hot drink machines (coffee, sugar, milk powder, etc.)


Recommended Unit of Measure

We recommend using a consistent unit of measure such as:

  • Ounces (oz) or

  • Kilograms (kg)


Define Bulk Products in Inventory

When setting up a bulk product:

  • Units per Case

    Enter the quantity per package

    (e.g., 42 oz per bag)

  • Reorder Point

    Enter the quantity at which you want to reorder

    (e.g., 42 = one bag)

  • In Warehouse (Initial Quantity)

    Enter total available quantity

    (e.g., 2 bags × 42 oz = 84)

  • Unit Cost

    Enter cost per unit

    (e.g., $15.97 ÷ 42 = $0.3802 per oz)

Log a Bulk Product Purchase

When recording purchases:

  • The system automatically fills Units per Case (e.g., 42)

  • You can adjust it if the package size differs

Configure Machines with Bulk Products

In the Planogram:

  • Set Max Capacity using the same unit

Example:

If a canister holds 5 bags of 42 oz:

5 × 42 = 210

Enter Trip Results for Bulk Products

On the Enter Trip Results screen:

  • Enter Filled Quantity using the same unit

Example:

If you add 2 bags of 42 oz:

2 × 42 = 84

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