1. item name — the specific product (e.g., "Tito's Handmade Vodka 1L," not just "vodka"). be precise enough that anyone on your team knows exactly which bottle you mean.
2. category — group items for analysis: vodka, gin, rum, tequila, whiskey, cordials/liqueurs, beer, wine, mixers, garnishes, non-alcoholic. this lets you see cost by category.
3. unit size — 750ml, 1L, case of 24, keg (1/2 barrel), etc. always track the unit you purchase in.
4. unit cost — what you pay per unit from your distributor. update this every time pricing changes.
5. par level — the minimum quantity you want on hand at all times. more on this in our
par level guide.
6. current count — what's actually on the shelf right now, as of your last count.
7. variance — the difference between what you should have (based on sales data and deliveries) and what you actually have. this is where you catch problems.
8. order quantity — par level minus current count, rounded up to your supplier's minimum order quantity.