In inventory management, a "par level" (short for "Periodic Automatic Replacement") refers to the minimum amount of inventory a business should maintain to meet customer demand while avoiding shortages. Here are the steps needed to set up Par Lists and Levels in the Tapin2 admin portal.
CREATING A PAR level
1) Access the Par levels page on the Admin Portal by clicking on Locations & Menus
2) Click the Add Par List+ button
3) Enter the name of the Par level in the available field and click the Active checkbox if the Par level should be active upon creation
4) Click Save
Adding Products to a PAR level list
1) Access the PAR levels page
2) Click the PAR LEVELS link on the PAR level for which you want to add product(s)
3) On the PAR list page use the available tools to add products to your PAR list using different methods as needed:
3.1) The "Add a Product" field allows you to search for and find products to add one at a time
3.2) The "Add Several Products" from list button allows you to add multiple products at once from the Products page
3.3) The "Upload" button allows you to upload many products at once by uploading a templated spreadsheet
4) Once a product has been added, use the PAR and MIN fields to configure each of your products as needed
Creating a PAR level Order (Admin)
1) Access the Orders page for the selected Event
2) Click the Start New Tab button to start a new tab for the guest
3) Fill out the Create Tab dialogue as needed and then click Save to start the new tab
4) Choose to authorize a card on this new tab as needed
5) Click the Par Restock button at the top of the page
6) Use the drop down to select the correct Par List for this tab
7) Enter the current number of items in the "Current" field
8) If the PAR is not met items will be added to the PAR Restock cart to bring the item up to PAR level
9) After filling out all items, click the Submit Par Restock Order button
10) Notice you are redirected to the Order Detail page for the Par Restock order on this tab
11) At this point additional orders may be added to the Tab
Creating a PAR level Order (OT)
Note: This option needs to be enabled in Application Settings. Go to Application Settings > Options > Order Taker tab.
1) Access the OrderTaker app and login
2) Enter a name or add an account, then choose a Seat
3) Click the PAR Restock button
4) Use the drop down to select the correct Par List for this tab
5) Enter the current number of items in the "Current" field
6) If the PAR is not met items will be added to the PAR Restock cart to bring the item up to PAR level
7) After filling out all items, click the Submit Par Restock Order button
8) Notice you are redirected to the Tab Detail page and the Par Restock has been entered as the first order on the tab
9) At this point additional orders may be added to the Tab