Uncorkd Inventory Overview

The Uncorkd inventory system provides a way to track, monitor and report key inventory attributes to make managing your beverage program easier. The key components of the inventory functionality are:

  • Ability to perform inventory counts and adjust quantities on hand easily, from any device
  • Track distributor purchases and view detailed purchasing reports to analyze spend
  • Track quantities, costs, purchases and sales over time and view a complete transaction history
  • Integrate with point-of-sale systems to automate inventory depletion when an item is sold
  • Better analyze your beverage program to identify trends, slow moving products, data based on product category and distributor, and when and how much to re-order
  • Export any of your data to CSV files so you can save your own copies or view in spreadsheet format

The inventory functionality is all web-based and can be accessed by logging in to your Uncorkd account in a web browser, but performing inventory counts and editing inventory items has been mobile optimized to work on smartphones and tablets. Use your phone or iPad to more quickly perform physical counts than it would take using a spreadsheet on your computer. Read the Inventory Setup and Assistance Guide below for a detailed look at how to use the inventory system.


Inventory Setup and Assistance Guide

Click the button below to open/download the guide. The document includes screenshots and examples for initially setting up your inventory, managing your inventory on an ongoing basis, and tips to get the most out of using the inventory system and reporting capabilities.


Inventory Training Video

Watch the video below for a full tutorial on how to use the inventory functionality.


Frequently Asked Questions

A buy transaction is when you are purchasing a product from your distributor or vendor. You are buying it at a given cost. If you are adding to inventory by purchasing from a distributor, be sure the Buy/Sell box is highlighted in blue so it is done as a Buy transaction. It is important all purchases are done this way so that reports generate correctly and accurately so you can better analyze your spend.

An adjust transaction means you are simply changing the inventory quantity without buying or selling it. This may be to reconcile counts from performing a physical inventory, adjusting for breakage or simply finding a bottle in storage.

A sell transaction will occur when integrated with POS and an item is sold. You can also manually enter your sales when products are sold, however most users will not do this because it is cumbersome to track every sale.

On the beverages page, click the green export button. Be sure the quantity checkbox is checked and it will include the current quantity value in the CSV file.

The search box is very helpful not only for finding a specific item in your list, but also for filtering the list. The search box will search and filter based on all of the column headings, including drink subtype and varietal. For example, if wanted to show only whiskey, type “whiskey” in the search box. Or to filter only Cabernet Sauvignon, type that in the search box.

The search will also filter by subcategories that the item is located in on your menu. Type the subcategory name and you’ll see displayed only the items in that subcategory.

Yes. On the beverage page simply toggle between Menu View and Inventory View at the top. When the Inventory View is shown, you can make inventory adjustments to many items on the page quickly using the -/+ buttons or entering in the quantity input field.

Use the filters and search box at the top to filter the items you want shown on the page to make it easier to enter counts when performing inventory.

Click on a column heading to sort the items by that column.

The depletion rate is used for POS integration so the Uncorkd system knows how much to subtract from inventory every time an item is sold. Inventory tracks quantities in terms of the container (ie. bottles or kegs), while items sold to customers are often parts of the container (ie. glass). So we need to map POS items to Uncorkd items and specify how much to subtract for each POS item.

The depletion rate is a number between 0 and 1. A depletion rate of 1 means the entire container or unit is subtracted for each sale. For example if the unit is a bottle of wine and you sell the wine by the bottle, the depletion rate would be 1 for the POS item of that wine bottle.

If the POS item is only a part of the unit, the depletion rate will be the fraction that is sold. For example if the unit is a bottle of wine and you sell the wine by the glass, and you pour 4 glasses from each bottle, the depletion rate of the POS item of that wine glass is 0.25. Each time a glass of wine is sold, the bottle depletes by 1/4 or 0.25.

If you have multiple pour sizes that are sold and setup in your POS system, map all of them to ensure the inventory depletes as accurate as possible. You can always calculate the depletion rate by dividing the size you sell by the size of the container.

For a quick reference guide on common depletion rates, see this handy reference.


POS Integration Overview

Uncorkd POS integration allows us to connect to your POS system to get information when your items are sold. Uncorkd can then automatically deplete your inventory when an item is sold, providing you a real-time inventory count and automatically removing items from your menu when they run out of stock. This also provides enhanced reporting, such as detailed sales data organized by product categories or distributors, blended average sales prices and blended profit margins on items sold.

Current Supported POS Systems:

  • MICROS 3700
  • Aloha*

We are actively in development with other POS systems. If you would like us to integrate with your POS system, please contact us (email support@uncorkd.biz) to let us know. We will be adding additional POS system integrations based on customer demand.

* For Aloha, sales and inventory data is updated once per day, not in real-time.


POS Integration Installation Instructions

Instructions for installing the Uncorkd Micros 3700 and Aloha Integration

  1. Download the Uncorkd installer application.
  2. On the computer you use to operate your POS system, open the folder with the downloaded file, right click on the file and select “Run as administrator” and click to allow the application to make changes to your computer. If you are prompted with a virus or firewall alert, choose to allow the installation of the application.
  3. When you run the installer you will be presented with the below installation screen. This is the only time you will need to interact with the software. Simply enter the activation code that Uncorkd has provided to you in the box and click the continue button. (To receive an activation code, contact Uncorkd directly.)
  4. The installer will show the status of it installing and typically takes about 30-60 seconds to install. If there are any errors, please contact us.
  5. If you see a warning after installation from Windows that says the application may not have installed correctly, simply click on This program installed correctly and you should be all set.

Uncorkd Micros Activation Screen

Prerequisites for running the integration software

Most computers will already meet these minimum requirements, but here are the prerequisites in order for the integration software to work properly.

  1. Microsoft .NET 4.0 must be installed on the machine. If it is not installed, you can download and install from the following URL: http://www.microsoft.com/en-us/download/details.aspx?id=17851
  2. The PC must be running Windows XP, Windows 7 or later. If the software is being installed on a server, it must be running Microsoft Windows Server 2003 or later.
  3. The PC will need at most 50MB of available RAM.
  4. The software will use very little CPU resources and all computers supporting the above operating systems will have ample CPU resources.

Issues with firewall or anti-virus software

Some network firewalls or anti-virus software may flag the application and not allow it to communicate with Uncorkd. Depending on your configuration you may need to whitelist the application and servers that it connects to. The steps to whitelist will vary based on your software, please contact us for help if necessary.

If you have a firewall in place and are not sure if you need to whitelist the Uncorkd servers, on your POS computer open a web browser and see if you can navigate to the website www.uncorkd.biz. If you cannot, you likely need to whitelist our servers on your firewall. You should whitelist any subdomain of *.uncorkd.biz.

For Windows anti-virus protection, you will want to exclude the location where Uncorkd is installed at C:\Program Files\Uncorkd. Instructions for Microsoft Security Essentials which is often used in Windows 7/XP/Vista can be found here, instructions for Windows Defender which is often used in Windows 10 can be found here.

Advanced Debugging Help

If after whitelisting the Uncorkd servers on your firewall the activation code is still not accepted, we can debug to see if the requests from the application are still being blocked. One program for this is Fiddler, which will show all outbound web requests from the computer and show if they are successful. For further testing to see if requests are being blocked, we can also use Advanced REST Client. Someone from Uncorkd can walk you through using either of these programs to further detect and resolve problems.

If you run into any issues or have any questions, please contact us.

The Advanced REST Client is open-source software, provided under the Apache 2.0 license.


POS Depletion Rate Chart

Common Depletion Rates by Alcohol Type

The below charts show common depletion rates for wine, beer and spirits based on typical sizes bought and sold to customers. The depletion rate is found by dividing the amount sold by the amount of the container. For example, a 5oz drink sold from a 25oz bottle would be 5/25 or 0.2.

Wine

A typical bottle of wine is 750mL (25.3oz)

Size 1oz 3oz 5oz 6oz 8oz 9oz glass ½ carafe carafe bottle
Wine 0.0395 0.1186 0.1976 0.2371 0.3162 0.3557 0.25 0.3333 0.6666 1

A typical keg of wine is 19.5L (660oz)

Size 1oz 3oz 4oz 5oz 6oz 8oz 90z 1/2 carafe  carafe  1L
1/6 Barrel

(19.5L)

0.0015 0.0045 0.0060 0.0075 0.0090 0.0121 0.0136 0.0137  0.0255 0.0512

Spirits

A typical bottle of liquor is 750mL (25.3oz)

Size 1oz 1.5oz 2oz 2.5oz 3oz 3.5oz bottle
Liquor 0.0395 0.0593 0.0790 0.0988 0.1186 0.1383 1

Beer

An average ½ barrel keg is 165 12oz servings (1,980oz)
An average ¼ barrel keg is 82 12oz servings (984oz)
An average ⅙ barrel keg is 56 12oz servings (660oz)
An average Cornelius keg is 53 12oz servings (640oz)
An average mini keg is 14 12oz servings (169oz)

Size 1oz 10oz 12oz 16oz 48oz 60oz
½ barrel keg
(15.5 gal)
0.0005 0.0050 0.0060 0.0080 0.0242 0.0303
¼ barrel keg

(7.75 gal)

0.0010 0.0102 0.0122 0.0163 0.0488 0.0610
⅙ barrel keg

(5.16 gal)

0.0015 0.0151 0.0182 0.0242 0.0723 0.0909
Cornelius keg

(5 gal)

0.0016 0.0156 0.0187 0.0250 0.0750 0.0937
Mini keg

(1.32 gal)

0.0059 0.0592 0.0710 0.0947 0.2840 0.3550