Set-Up Your Account in 5 Easy Steps

Let's Get You Set-Up

When setting up your account, we recommend setting it up on your online dashboard (desktop), as it will be much faster. However, the first three steps (Locations, Vendors and Categories) can easily be set up on the app.

Each step has its own video. We suggest setting up your account as you watch each video. This way you won’t miss a thing and you’ll be set-up in no time. You can also pause the video as you go, if need be.

STEP 1: LOCATIONS (2:04)

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STEP 2: VENDORS (1:36)

Play Video

STEP 3: CATEGORIES (2:47)

Play Video

STEP 4: PRODUCTS

Quick-Hit Facts to Help Answer Some of Your FAQ's About Products

1. The Master Database has nearly 27,000 products (beer, liquor, wine). If you don’t find it there, you will need to add it yourself

2. The Master Database has liquor bottle weights for about 3,000 brands which usually covers about 85% of most bars’ brands. For liquor bottles without bottle weights, there is an easy way for you to figure it out. Click here to go to our tutorial on bottle weights.

3. Bottled beers (or anything sold by the unit) should be entered as “1 each” for unit and portion.

4. Bottled beers wholesale pricing should be entered by the bottle, not the case (i.e. Case 24 = $18.95; Bottle price =$0.80)

5. The draft beers by keg on the Master Database all have keg weights so you can weigh your kegs.

PRODUCT SET-UP VIDEO (17:03)

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0:18 – The Agenda
1:35 – Adding Products From the Dashboard
4:17 – Adding Products From the App
5:48 – Adding Missing Info Using Excel
13:50 – Adding Missing Info Using Edit Mode on the Dashboard

STEP 5: RECIPES (21:07)

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WHOO-HOOO! YOU'RE DONE!

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