Depletions
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      MANAGING DEPLETIONS

      Managing Depletions

      Depletions allow you to account for sold/spilled items in the platform. You can create depletions as needed and also view historic accounts of depletions. Refer to the steps below to create a manual depletion.

      Creating a Depletion 

      1. Click Inventory from the navigation menu.
        Select the Depletions button.

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      2. Click the +New Depletion button. 
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      3. Enter the Depletion Date and any relevant notes you wish to include. Then click the +Add Depletion button.

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      4. Link the depletion to a specific item in your inventory by clicking the +Add button.

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      5. You can add multiple items as needed, given the circumstance. There is also a +Add All Items if you need to add every item in your inventory into the depletion.

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      6. Search for the item by typing out its name and click on the appropriate item. Include any quantity numbers for the fields Sold and Spilled. Add any relevant notes you like, then click +Add Depletion Line.

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      7. The Depletion Line Item will then populate into the Depletion screen. 

       

      **Note** you can perform a Mass Depletion by clicking the Add All Items 

      This will bring a full list of your inventory into the Depletions and you will be able to deplete everything at once instead of bringing them in one at a time. 


      View Historic Depletions

      1. Click Inventory -> Depletions then select the History button.

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      2. Filter by Date Range or by Period and click the Go button.

        *note* You are able to click on any instance of a Depletion listed to pull up a more granular view, which would include the line item and any relevant information tied to the Depletion.