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"Sample Out" Inventory in POS

Quickly adjust inventory for tasting room samples and manage user permissions for secure, accurate inventory tracking.

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Sample Out Bottles

  1. Navigate to the Products tab and locate the item you want to sample out (e.g., Red Blend).

  2. Confirm your current location (e.g., Corksy Tasting Room) is correct.

  3. Click Edit Inventory.

  4. Subtract the number of bottles sampled out (e.g., -3).

  5. This action applies to all applicable variants.

  6. The change is automatically saved and recorded in your product notes.

Example: If you sample 3 bottles during a tasting, subtract 3 from inventory under the correct location.


User Permissions

  1. Sampling out inventory is a user-level permission.

  2. To enable or restrict access:

    • Go to the Admin Portal.

    • Navigate to User Role Settings.

    • Adjust permissions for "Edit Inventory."

  3. Be cautious: Any change to inventory affects all connected sales channels.

  4. We recommend keeping products active unless they are sold out or unsellable.

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