Welcome to Barkeep! User Guide for iPhone Version 4.2 October 2014 *iPad users please refer to the iPad User Guid
10 Banquet Settings If you wish to use Barkeep’s Banquet features, you must turn on Support Banquets. By default, BarkeepApp does not show the Banqu
100 Usage Report The main report that you will use with BarkeepApp is the Usage Report. A Usage Report tells you exactly how much product you'v
101 Usage Report (cont.) To generate a Usage Report: 1. Go to the Main Screen and select Reports. 2. Then select Usage Report. 3. This will
102 Usage Report (cont.) 5. After you press Choose, you will see a list of Full Inventories. Press on the Inventory you would like to select. In
103 Usage Report (cont.) Locations By default your Usage Report will include all your Locations. But there may be situations where you wish to focu
104 Usage Report (cont.) Report Options Barkeep allows you to switch on five different options for your Usage Reports. All of these options are o
105 Report Options (cont.) • Show Pricing Details When you select to “Show Pricing Details” your Usage Report will have additional information f
106 Usage Report (cont.) Directly from the Inventory If you have just completed an Inventory (or are reviewing the Inventory in the Inventory screen
107 Negative Usage Spotting Negative Usage and Price Increases in your Usage Reports When you download your Usage Reports as an Excel spreadsheet, so
108 Summary Report The summary report shows the total amount of each type of product (Items) that is included in a single Inventory. If you've
109 Summary Report (cont.) To create a Summary Report, do the following steps: 1. Go to the Main Screen and select Reports. Then select Summary Rep
11 Data Storage Your BarkeepApp data is stored locally on your iOS Device. By default your data is stored indefinitely on your Device. To prevent
110 Summary Report (cont.) Directly from the Inventory Alternatively, if you have just completed an Inventory (or are reviewing the Inventory in the
111 Detail Report The Detail Report contains a line for each time that an Item was added to the Inventory. For example, if you've added an Item
112 Detail Report (cont.) To generate a Detail Report, do the following steps: 1. Select Detail Report from the Reports screen. 2. This will show
113 Detail Report (cont.) Directly from the Inventory Alternatively, if you have just completed an Inventory (or are reviewing the Inventory in the
114 Pour Cost Analysis The reason behind using a Liquor Inventory Tracking system like Barkeep is to make sure that you aren't losing product e
115 BarkeepOnline BarkeepOnline is an add-on, hosted service that provides the tools to monitor and assess your Pour Cost. BarkeepOnline uses inven
116 Configuring Your Device for BarkeepOnline (cont.) To register your Device with BarkeepOnline: 1. Verify you have a reliable network connection
117 Sync Automatically Once you have registered your Devices, any changes that you make on your Devices will be automatically synchronized with your
118 Glossary Banquet Inventories: A list of Transfer, Receiving, Return, Waste, and Empties Inventories associated with a Banquet. These inventori
119 Location – refers to separate Locations in your bar. For example, you can have a single Location named "My Bar," or you can have many
12 Locations Barkeep is able to track Inventory and usage by multiple Locations. You may set up just one Location or any number of Locations to sui
13 Adding a new Location To add a new Location: 1. Go to Settings and select “Locations.” 2. Select the icon on the bottom toolbar of the Locat
14 Modifying an Existing Location To rename or modify an existing Location: 1. Go to Settings and select “Locations.” 2. On the Locations screen p
15 Deleting a Location To delete a Location: 1. Go to Settings and select “Locations.” 2. Slide your finger along the Location name and a red bu
16 Category Groups and Categories Category Groups and Categories are used to organize Items into logical groupings. Items in Barkeep are assigned t
17 Adding Category Groups To add a new Category Group: 1. Select the icon on the bottom toolbar of the Categories screen. 2. Then select “Ad
18 Adding Categories To add a new Category: 1. Select the icon on the bottom toolbar of the Category screen. 2. Then select “Add Category”
19 Editing Category Groups To edit a Category Group: 1. Go to the Categories screen. Select the Category Group button at the top of the screen –
2 Welcome to Barkeep! Table of Contents About Barkeep v4.2 ... 4 !System Requirements ...
20 Editing Categories To edit a Category: 1. Go to the Categories screen. Select the Category that you’d like to modify. 2. This will take you t
21 Deleting Category Groups To delete a Category Group: 1. Go to the Category Groups screen. 2. Slide your finger along the Category Group name
22 Deleting Categories To delete a Category: 1. Go to the Categories screen. Slide your finger along the Category name you would like to delete. 2
23 Default Categories By default, Barkeep creates the following Category Groups and Categories. Starting with Barkeep Defaults Because it is easy
24 Items Barkeep defines Items as the products that you purchase from distributors and keep in Inventory (e.g., bottles and cases of Absolut Vodka
25 Adding New Items There are three options for adding new, additional Items to your list that you do not find in the default set: • Searching – S
26 Adding New Items by Searching Most users find that the quickest way to add a new Item is by searching the Barkeep Database and adding the new Ite
27 Adding New Items by Searching (cont.) Searching for a more specific Item Some brands have a large family of products, Skyy Vodka is a good exampl
28 Adding New Items by Searching (cont.) Search Tips Remember that there are over 75,000 products in our system. So there will likely be multiple m
29 Adding New Items by Copying an Existing Item Barkeep has a feature where you can copy an existing Item and then modify the copy to create new Ite
3 Inventories ... 41!Creating Inventories ... 42!Full Inventories and
30 Adding New Items by Copying (cont.) 7. Modify the name of the copied Item. In this example it’s changed to Absolut Strawberry. 8. You can
31 Adding New Items Manually Search First Before you choose to add an Item manually, we recommend you search the Barkeep Database first. Below
32 Adding New Items Manually (cont.) To add an Item manually: 1. Select “Items” on the Main Screen. 2. On the Items screen, select the icon in
33 Adding New Items Manually (cont.) 5. Selecting a Category for your new Item is another important detail you need to add. See the previous Cate
34 Adding Barcodes to Items To scan and add a barcode to an existing Item: 1. Select the Item from your Items List. 2. After selecting the Item,
35 Adding/Modifying an Item’s Category Once you’ve searched Barkeep’s database and added a new Item, you will need to go in and modify the Item Detai
36 Adding/Modifying the Container Type Once you’ve added a new Item, you may modify the Item Details to set the Container Type. By default, new It
37 Item Properties Barkeep defines an Item as any product that you carry in inventory – like Absolut 1L bottles, Stella 15.5 Gal Kegs. The Item’s en
38 Finding Items In the Items screen, you can search for Items by typing part of the Item name in the search bar. As you type, the Items List wil
39 Editing Items To edit an existing Item: 11. You begin by finding the Item as shown on the previous page. 12. Press the Item you wish to edit
About Barkeep v4.2 Barkeep is a liquor inventory tracking system designed exclusively for the Apple iPhone, iPod Touch and iPad. Barkeep allows yo
40 Deleting Items Please read this page before deleting any Items. Warning: If you choose to delete an Item from your Items List, BarkeepApp will r
41 Invento rie s Barkeep allows you to create six different types of Inventories. Full Inventories page 42 Used to track how
42 Starting Inventories Full Inventories and other Inventories The instructions below show examples for creating a new Full Inventory. The beginning
43 Adding Items to Inventories Adding an Item to an Inventory in BarkeepApp is essentially telling BarkeepApp that there is a certain quantity of a
44 Adding Items to Inventories (cont.) 1. After choosing an Item, you will be taken to the Inventory Item screen. 2. Enter a quantity and pr
45 Adding Items by Scanning To enter Items by scanning, go to the Inventory that you want to add Items to. 1. On the Inventory screen, press Scan i
46 Adding Items to Inventories by Scanning (cont.) 8. If you choose Search Barkeep and the Item is not found, you will see a new pop-up screen whe
47 Scanning with the iPhone Camera Barkeep has licensed technology from Red Laser to support scanning Items using the iPhone, iPod Touch or iPad’s bu
48 Scanning with the iPhone Camera (cont.) Scanning Tips Here are some tips on how to effectively use the scanning feature: • Lighting - Using the
49 Scanning Items with a Scanner Linea-Pro and Captuvo Scanners You have the option to purchase a Linea Pro or Captuvo laser scanner. The scanners
5 System Requirements BarkeepApp BarkeepApp v4.2 requires iOS version 5.0 or later. Note: If you are using iOS version 8.0 you must upgrade Barkee
50 Pricing Items in Inventories Every time that BarkeepApp calculates the cost of a product, it uses the default Item price specified at the Item le
51 Weighing Bottles Adding and Weighing Partial Bottles, Kegs and other Containers This section has general instructions for using any scale to weig
52 Weighing Bottles (cont.) Estimating vs. Weighing There are two ways to count partial bottles and kegs. The simplest is to enter partial bottles
53 Adding and Weighing Partial Bottles (cont.) Using the correct Weight Display Format Barkeep allows you to enter partial bottle weights in Pounds,
54 Adding and Weighing Partial Bottles (cont.) Setting Full and Empty Bottle Weight Before you start weighing bottles during an Inventory you must m
55 Adding and Weighing Partial Bottles (cont.) Full and Empty Bottle Weight You can set the Full and Empty Bottle Weights when you add a new Item or
56 Adding and Weighing Partial Bottles (cont.) How does Barkeep calculate amounts based on Weight? When you are conducting an Inventory and weigh a p
57 Adding and Weighing Partial Bottles (cont.) Weighing the Bottles The following pages have instructions that are for all users who weigh their bot
58 Adding and Weighing Partial Bottles (cont.) with a Bluetooth Digital Scale Are you connected? The Bluetooth icon will appear next to the weight
59 Adding and Weighing Partial Bottles Weighing the Bottles with a Bluetooth Digital Scale (cont.) To weigh a bottle with a Bluetooth digital scale*
6 System Requirements (cont.) Bluetooth Digital Scale There are only two Bluetooth digital scales that are designed to exclusively work with Barkeep
60 Adding and Weighing Partial Bottles (cont.) Adding Multiple Entries for the same Item Important: To add partial bottles by Weight, you will need
61 Adding and Weighing Partial Bottles (cont.) Weighing Multiple Bottles Important: Always weigh one bottle at a time! Never add together multiple
62 Adding and Weighing Partial Bottles (cont.) Weighing Items - Incomplete Information BarkeepApp will allow you to enter weights of partial bottles
63 Setting up a Bluetooth Digital Scale You may use a digital scale to weigh bottles. If you would like to manually enter partial bottle weights int
64 Setting up your Reflex Scale The Reflex Bluetooth digital scale is the newest model digital scale available from Barkeep. To purchase a Reflex
65 Setting up Your Digitag Scale The first step is to register the Digitag Bluetooth scale with Barkeep. 1. Turn on the Digitag XHBMS digital sca
66 Setting up Your Digitag Scale (cont.) 7. Press “Pair” 8. Once you've paired BarkeepApp with the scale, the Device Status should chan
67 Adding Cases To add cases to an Inventory: 1. First select the Item that you want to add to the Inventory. 2. On the Inventory Item screen pr
68 Adding Cases and Bottles together in the same Inventory If you want to add both cases and bottles of the same Item to an Inventory, you will need
69 Changing Inventory Locations If you are adding Items to multiple Locations within a single Inventory, you can easily switch between Locations in
7 Getting Started – Settings We recommend configuring your basic settings before you begin using Barkeep. It is easy to reconfigure your settings
70 Managing your Inventories The Inventory Screen The Inventory screen shows you the details for a single Inventory and allows you to add Items to th
71 Inventory Sort Order To sort an Inventory: 1. You can choose to sort the Items list by pressing Sort at the bottom of the toolbar. 2. An act
72 Inventories List When you select Inventories on the Main Screen the next screen you will see is the Inventories screen. This is where you press
73 Inventories List (cont.) Sorting When reviewing your Inventories, Barkeep has options to sort the Inventories on the Screen. Note: If you have
74 Editing an Inventory To edit properties of an Inventory, such as the Inventory Type or Inventory Date/Time for a particular Inventory, do the fol
75 Locked Inventories BarkeepOnline includes a feature where you can lock any of your Inventories by clicking on the lock icon next to the Invento
76 Editing Inventory Items To edit details of an Inventory Item do the following: 1. Select the Item you would like to modify from the Inventory
77 Deleting Inventory Items To delete an exiting Item in an Inventory you have two choices. You can delete an Item from an Inventory by either: 1.
78 Double-Check Your Inventory Once you’ve completed an Inventory, it’s a good habit to double-check the Inventory. It is very easy to miscount Ite
79 Repeat Inventories Repeat Inventories are a way to save time when you need to perform the same Inventory on a regular basis. For example, we per
8 Weight Format and Measurement Settings After entering your Bar Name and contact information you may select a weight format. The default format is
80 Repeat Inventories – Skipping Items When repeating an Inventory, you sometimes come across Items that you want to skip. For example, if there is
81 Repeat Inventories (cont.) Interrupting a Repeat Inventory …and then Continuing To interrupt a Repeat Inventory, do the following: 1. You can in
82 Transfer Inventories Transfer Inventories are used to keep track of liquor moved between Locations. You will need to create a Transfer Inventory
83 Transfer Inventories (cont.) 8. After the Transfer Inventory is created. You will automatically navigate to the Search Items screen for the new
84 Waste Inventories Are used to track when liquor is lost rather than used. If product is wasted or bottles break, you must do a Waste Inventory.
85 Waste Inventories (cont.) 8. You can add Items by searching. Or you can start scanning Items by pressing Scan. The scanning steps are the s
86 Empties Inventories Used to track the empty bottles (breakage) at the end of the night. Empties Inventories have no effect on your Usage Reports.
87 Receiving Inventories Receiving Inventories are used to track when you receive deliveries of beer, wine, liquor and all product you list as Items
88 Receiving Inventories (cont.) To create a Receiving Inventory: 1. Press Inventories on the Main Screen then go to the Inventories screen. 2.
89 Receiving Inventories (cont.) 10. If you do not want to search for Items to add to your Inventory, press Cancel at the upper part of the screen.
9 Additional General Settings • Case Price Setting BarkeepApp is set to allow Case Prices by default. You may turn off this setting if you prefe
90 Receiving Inventories – Adding Cases When adding Items to a Receiving Inventory you can add Items by the Bottle (or other Container Type e.
91 Receiving Inventories (cont.) Adding Case and Bottle Barcodes You may assign more than one barcode for the same Item. For example, many manufact
92 Receiving Inventories (cont.) Adding Case and Bottle Barcodes 9. Barkeep will take you back the Barcode Details screen. 10. Scroll down and n
93 Receiving Inventories (cont.) Verifying Amount Totals As soon as a Receiving Inventory is complete, we recommend that you verify that the amount
94 Receiving Inventories (cont.) Price Changes If your Supplier has charged a different Item price, you need to edit the Item’s information and upda
95 Receiving Inventories (cont.) Adding Suppliers to Receiving Inventories To add a Supplier to a Receiving Inventory: 1. On the bottom toolbar pr
96 Return Inventories Return Inventories are ways to account for products returned to a Supplier. They are basically the opposite of Receiving Inven
97 Deleting Inventories If you do not register your Device with BarkeepOnline, by default all of your Inventories will remain on your Device. You m
98 Reporting Barkeep provides a number of different built-in reports. These reports are available either by: 1. Pressing the Reports on the Bark
99 Report Email When you run a report, BarkeepApp automatically creates an email. The email contains both an HTML version of the report, which is e
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