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Shopping Lists

Generate accurate shopping lists based on your upcoming events, menus, and current inventory.

Understanding Shopping Lists

Bartendie shopping lists:

  • Calculate needed quantities based on menu and guest count
  • Account for your current inventory
  • Optimize purchases to minimize waste
  • Organize items by store or category
  • Provide estimated costs

Generating Shopping Lists

From an Event

Create a shopping list for a specific event:

  1. Open the event details
  2. Tap "Generate Shopping List"
  3. Review the calculated needs
  4. Make any adjustments
  5. Save or share the list

From the Shopping List Screen

Create a shopping list for multiple events:

  1. Go to the "Shopping Lists" screen
  2. Tap "Create New List"
  3. Select events to include
  4. Set additional parameters
  5. Generate the combined list

Manual Creation

Build a list from scratch:

  1. Go to the "Shopping Lists" screen
  2. Tap "Create Custom List"
  3. Add items manually or from inventory
  4. Specify quantities
  5. Save your list

Shopping List Calculations

How Quantities Are Determined

Bartendie calculates needed amounts using:

  1. Recipe measurements × number of servings
  2. Batch scaling factors
  3. Standard bottle/package sizes
  4. Current inventory levels
  5. Waste factor (configurable)

Adjusting Calculations

Customize calculation parameters:

  1. From "Settings" > "Shopping"
  2. Configure:
    • Buffer percentage (extra amounts)
    • Minimum purchase quantities
    • Rounding preferences
    • Package size standards

Managing Shopping Lists

Viewing Lists

Access your shopping lists:

  1. Tap "Shopping Lists" in the main menu
  2. See active and completed lists
  3. Filter by date, event, or status

Editing Lists

Make changes to generated lists:

  1. Open the shopping list
  2. Tap "Edit"
  3. Modify quantities
  4. Add or remove items
  5. Save changes

Marking Items as Purchased

Track your shopping progress:

  1. While shopping, tap items as you purchase them
  2. Optionally enter actual price paid
  3. Add notes about substitutions
  4. Track total spent against estimate

Shopping List Organization

Categorizing Items

Group items for efficient shopping:

  1. From any shopping list, tap "Organize"
  2. Choose organization method:
    • By store type (liquor store, grocery, specialty)
    • By product category (spirits, mixers, garnishes)
    • By recipe (grouped by drink)
    • Alphabetical

Store Assignments

Assign items to specific stores:

  1. From the shopping list, tap "Assign Stores"
  2. Select a store for each item
  3. Split the list by store
  4. Optimize routing between stores

Sharing and Exporting

Sharing Options

Send lists to others:

  1. Open a shopping list
  2. Tap "Share"
  3. Choose format:
    • Text message
    • Email
    • Print
    • Export to apps

Collaborative Shopping

Shop with others:

  1. Tap "Collaborate" on a shopping list
  2. Invite collaborators
  3. Assign items or sections
  4. Track real-time progress
  5. Communicate through in-app chat

Post-Shopping Actions

Updating Inventory

Add purchases to inventory:

  1. After completing shopping, tap "Update Inventory"
  2. Verify quantities purchased
  3. Scan barcodes or confirm manually
  4. Add new products discovered while shopping

Cost Tracking

Monitor spending:

  1. Enter actual prices paid
  2. View total cost breakdown
  3. Compare estimated vs. actual spending
  4. Track costs by event, category, or time period

Tips for Effective Shopping

  • Generate lists well in advance of events
  • Verify physical inventory before finalizing lists
  • Check for sales or specials before purchasing
  • Consider shelf life when buying perishables
  • Use the barcode scanner when adding purchases to inventory
  • Review completed lists to improve future estimates
  • Save lists for recurring events as templates