How To Create A Deposit Item

How To Create A Deposit Item

What Is A Deposit Item?

You may have items such as a keg or tap handle which you take a deposit for. Maybe you take deposits for a private event or some other reason. This article shows you how to create your deposit Inventory Items in your Arryved Portal using the various deposit Item Tags. 

Prerequisites

  • Best practice is to create a Tax Type and Item Type for your deposit items. Ask your accountant about appropriate tax rates. 

  • Create the Unit Sizes you’ll need for the deposit items. 

    • For example,  ½ barrel, ⅙ barrel for kegs. Small and Large for tap handles. 

  • To create Inventory Items in your Arryved Portal, you must be a Super Admin or an Admin with one of the following Portal Permissions:

    • INVENTORY

    • ALL ACCESS

    • FULL ADMIN

    • ARRYVED VIEW

Limitations

  • If you change the price on one of your deposit items, those deposits that are current in Arryved Service won't preserve the original price and when refunded will instead be refunded to the new price. It's recommended to create a new deposit item with the intended new price and retire the old deposit items when no longer in circulation.

How It Works

A deposit is an Inventory Item just like any other. If you need a refresher, read How To Create An Inventory Item. Here’s what’s needed for deposit items. 

Name & Item Type

  1. Whether it’s a keg, tap handle, pump, event, or some other kind of deposit, give it an appropriate name.

  • ID

  • Short Name

  • Name

  1. Select the appropriate Item Type from the Item & Tax Type dropdown

  • The Item Type you choose will have a Tax Type associated with it.

  • Best practice is to create a Deposit Tax Type and Item Type beforehand. 


  1. Click the arrow next to Menus to expand the section. 

  2. Decide which menu(s) in which Venue(s) you’d like this deposit to live in. 


Costs

  1. Click the arrow next to Costs to expand the section. 

  2. Click the +Add Costs button to add Unit Sizes to this deposit.

  3. Enter a Price for each Unit Size of the deposit. 


Tags

Deposit Item Tags

Applying one of the Deposit Item Tags tells the system that this Inventory Item is a deposit and considers its sale as a liability. The Item Tags also allow the deposit item to be easily refunded later in Arryved Service. 

Item Tags are also great for reporting. Many of Arryved’s reports can be filtered by Item Tags so you can track their activity. 

  1. Click the arrow next to Tags to expand the section. 

  2. Click +Add Tag to add a Tag.

  3. Choose one of the four Deposit Item Tags.

  • Event Deposit

  • Handle Deposit

  • Keg Deposit

  • Pump Deposit

They pretty much function the same, but we offer different ones to help segregate the different types of deposits in your reporting. 

Open Item Tag

  • It’s recommended to also add the OPEN Item Tag if you have varying prices for the deposit. 

  • The Open Item Tag allows you to enter any price for the deposit in Arryved Service at the time it’s being ordered. Similar to purchasing a gift card. 

  • Any Prices assigned to the Unit Sizes of the deposit item are ignored if the Open Tag is also applied. 


Save

Don’t forget to click Save at the top or bottom of the Inventory Item page when finished!

Next

See how swiftly your deposits are sold and returned in Arryved Service. 

Read How To Sell And Return Deposits.

Related Articles

How To Create Tax Types

How To Create Item Types

How To Create Unit Sizes

How To Create An Inventory Item

Selling Keg Deposits In Arryved Service

 

 

 

 

 

 



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