Support

Welcome to our support page. Please navigate the sections below based on topic. For any further questions or assistance needed, email us at support@uncorkd.biz

Digital Menus Inventory POS Integration Distributor Purchasing

Training Video

Click the link below for a training video covering the main functionality of the digital menus.

Uncorkd Training Video

Creating Categories

Uncorkd’s menu uses a 3-tier category system. Therefore, each menu must have 3 parts: a section, a category, and a subcategory.

Sections: A Section appears on the Home Screen of the menu and contains one or more categories and subcategories.
Category: A Category is a grouping of items under a section. For example, categories under a wine section could be sparkling, white, and red.
Subcategory: A Subcategory is a grouping under a category. For example, subcategories under a white wine category could be Pinot Grigio, Chardonnay, and Sauvignon Blanc.

To add a new section, click the add+ button:

To view categories in a section, click on the black arrow:

To reorder Sections, Categories, or Subcategories on a menu, click and drag the 4-line icon:

Note: Menu items can only be added to Sections that contain at least one Category with at least one Subcategory. Sections also will not show up on your iPad menu if they do not have items assigned to their Category-Subcategory.

Adding a New Beverage

To add a new beverage to the menu, click the +Add New Beverage button.

Type in the name for the desired beverage and click it.

Tips for adding a new drink: When adding a new beverage and searching the database, the search takes into account the name of the wine or drink along with other characteristics such as producer name, varietal or type, region and vintage year . It’s easiest to start searching by using the unique brand or producer name and the varietal or type. Once results start populating, narrow down further by typing a specific vintage year, appellation or other information.

Menu Information

Click Manage serving sizes to create serving sizes. Enter in size name (examples: glass, carafe, bottle, draft, 12oz, 375mL, etc.) and click Create. Serving sizes will show up under the price of items on the menu. If you do not want the size to show underneath the price, don’t type anything in the name field and click Create. This will automatically be called “Default serving” and prices added as “Default serving” will not show beverage size.

Once serving sizes are created, click the add serving dropdown and select desired serving size. Click Add button and then enter in the price.
To assign an item to a category, click the Add this item to a menu category dropdown and select desired Section > Category > Subcategory.
To add pairings to an item, click the Add button next to Pairings. Search through to find desired pairing items already in your menu.
Add a bin number (if applicable).
Featured item: if you have selected to highlight featured items in the Preferences>App Preferences section, you can add an item to that page by checking the featured item box.
Show vintage: check the box if you would like to show a wine’s vintage on the menu.
Inactive: if you would like to take an item off your menu without deleting it, check the inactive box.

Inventory

SKU: an item’s distributor number that will be included in emails when ordering through Uncorkd
Par: the inventory amount at which an item should be reordered. Items on the drink list can be filtered by below par to see what needs to be ordered.
Cost: the bottle cost of the item from your distributor.
Size: size of the bottle
Units/Case: amount of bottles in a case
To create a Distributor list for easy online ordering, click Manage Distributors. Click Add New Distributor and enter in distributor information. Click Create when information is entered.

Once distributor information has been added, assign a distributor to an item by clicking the distributor dropdown menu.
Check the box to display inventory amount on the menu.
Check the box to hide item on menu when out of stock.
POS Mappings: this allows the Uncorkd menu to link to the POS system. If you have integrated your POS system with your Uncorkd menu, click the Add button.
- Search POS items text box: type the item’s name according to your POS system.
- Depletion Rate: the amount that will deplete from inventory once ordered. Should be between 0 and 1.
- Click below for the POS Depletion Rate Chart.

Creating a New Beverage

If you’re adding a new beverage to your menu and are unable to locate it while searching the Uncorkd database, click the click here to create a new beverage button at the bottom of the window.

Drink Information

Select the beverage type from the drop down menu. Choose from Wine, Beer, or Spirit.
Enter the complete name of the beverage.
- For wines, the name is designated by winery and usually follows the format: Winery + Designation (if applicable) + Varietal.
- For beer, the name is designated by the brewery and usually follows the format: Brewery + Designation (if applicable) + Beer Type.
Add the vintage or year of the bottle.
ABV: the percentage of alcohol by volume.
Producer: name of the maker, winery, brewery, or distillery.
Varietal: the type of wine (chardonnay, merlot, etc.), beer (lager, porter, etc.), or spirit (blended scotch, aged rum, etc.)
Vineyard (if applicable): specific vineyard in a winery.
Use the dropdown screen to select the country of origin.
Description: add the description taken directly from the maker’s website or the bottle. If gathering a description from elsewhere, be sure to put it in quotes and note the source.
A region is a state, province, or specified region of a country.
A subregion is a part of a region.
An appellation is the defined area where grapes are grown for the wine.
Upload an image of the bottle or label. Make sure to find an image that is clear with a transparent or white background.

Update the Menu Information and Inventory tabs as you would when adding a new beverage.

Menu Design

To customize the menu’s design, click the Preferences tab.

Venue Information

The business’s information is updated here. After entering new information, save changes by clicking the Update Venue Information button.

Add a Logo

The logo added on this screen will appear at the top of each page of the menu. To avoid image distortion, the logo must be 200px wide x 75px tall and should also have a transparent background (.png, .tif, or .gif files support transparent backgrounds).

App Preferences

The App Preferences tab is where the bulk of the menu is designed: choose a theme, colors, fonts, upload photos, etc. After making changes to this page, save changes by clicking the Update App Preferences button at the bottom of the page.

Splash Screen

This is the first screen that customers will see. It functions like the cover of a book and customers must touch the screen to move onto the menu. To enable the Splash Screen, toggle the Enable Splash Screen button to ON. Once the toggle is set to ON, an additional image upload box will pop up on the upper right which is to upload your Splash Page image. The image should be 1024px x 768px.

Home Page

This is the index of the menu and shows the menu sections. Before choosing fonts and color theme, select an App Theme at the bottom of the page.

Adding icons or images to an App Theme

To pair an icon or image with a section on the Home Page, click the Menu Management tab and select the Categories page. Next to a section name, click the image icon and a window to upload an image will appear.

Refer to the Image Sizes for Menu Sections tab below for file sizing information.

Once an image is uploaded, save by making a change to the title of the section (for example, add a letter to the end of the title). The word Uploading… will pop up in small text. Next, undo the change made to the section title so it reads as intended. Example:

Designing the Home Page

In App Preferences, the following buttons are used for designing the home page:

Menu Pages

In App Preferences, the following buttons are used for designing the menu pages:

Uploading a Background Image to the Menu Pages

On the right side of the screen, upload a 1024px x 768px image to the Background Image All Other Pages box.

Additional Options

Update Icon Captions

This allows page captions to be updated to best suit your needs. For example, the Info Page could be captioned Events to highlight upcoming events.

Toggle Menu Options

Slideshow

The third tab enables or disables the Slideshow feature. If Slideshow is enabled, uploaded images will appear in slideshow format when the tablet is not in use. Make sure to click Update Slideshow Preferences to save and update any changes made.

Info Page

The fourth tab manages an information page to be displayed in the menu app. Common uses for this section in the app include:

Information about the restaurant, such as hours of operation or chef
Specials and happy hours
Upcoming events
Catering or private party information
Sign-ups for a restaurant club or newsletter

On the screen you will see an editor to input your information. This is called a What You See Is What You Get (WYSIWYG) editor. Using the buttons, input and manipulate text, images, tables, links and more. This editor is used just like any other word processing program, such as Microsoft Word. For advanced users, click the Source button and edit the HTML code for more manipulation options. Once the page is completed, click on the Update Info Page button at the bottom to save your data.

Tips:

To add content other than text, such as images or web-based content, be sure the iPads have a WiFi connection in the restaurant or else users will only see the text. Only the text and locally stored images will be displayed without WiFi.

Inline Frames – or iframes – can be used to input content from other websites, such as a mailing list signup form or videos which may be hosted at websites such as YouTube.

Use the HTML Anchor tag to create a table of contents and link to different areas of the About Page.

Selections

The fifth tab is used to enable selections on your menu via the App Preferences tab. This allows customers to email themselves beverage information. Here a custom message from the restaurant can be part of that email. This tab also allows insight to what customers are interested in and also their email addresses for future contact.

Image Sizes for Menu Sections

The image size to use for each section (on the Categories page) varies based on the theme that you are using and number of sections that you have.

For themes 1-5, the images are automatically placed in a circle with a border.
For theme 6, the images will appear in a square or as uploaded (they do not get put in a circle).
For theme 7, the images will be full width of the screen (in portrait) or half width (in landscape).

The exact image sizes to use are as follows (sizes in pixels):

Sections	Themes 1-5	Theme 6	Theme 7 (Portrait)	Theme 7 (Landscape)
2	232 x 232	256 x 256	768 x 449
3			768 x 300	1024 x 325
4			768 x 225	1024 x 325
5			768 x 180	1024 x 217
6	186 x 186	210 x 210	768 x 150	1024 x 217
7	166 x 166	190 x 190	768 x 129	1024 x 163
8	146 x 146	170 x 170	768 x 113	1024 x 163
9	110 x 110	130 x 130	768 x 100	1024 x 130
10	100 x 100	120 x 120	768 x 90	1024 x 130

Note: For Theme 7, if your menu uses both portrait and landscape orientations, use the max height and width for both orientations (1024px x 1536px).

Updating the Uncorkd App

Updating Leased iPads

Apple requires leased iPads to update the Uncorkd app once per year. Uncorkd can update the app on leased iPads remotely and will contact customers prior to this annual date.

Locking the Uncorkd App

To prevent customers from using the iPads for non-menu purposes, Guided Access must be set up. Follow these steps to set up Guided Access:

Go to Settings > General > Accessibility
- Near the bottom of the Accessibility menu, tap Guided Access
- Toggle Guided Access: ON
- Tap Passcode Settings > Set Guided Access Passcode
- Enter an easy-to-remember 4-digit passcode

Enable Guided Access Mode

Open the Uncorkd app
Triple tap the iPad’s home button (circular button on the bottom of the iPad)
Tap on Hardware Buttons Options in the lower left corner.
Turn on the option that says Sleep/Wake Button
Tap Start in the top right corner of the screen. A window reading “Guided Access Started” will appear (or if you didn’t previously input a passcode, it will now prompt you to create a passcode and then start).

Disable Guided Access Mode

Triple tap the home button
Enter 4-digit passcode
Select End in the top left corner of the screen and a window reading “Guided Access Ended” will appear.

Frequently Asked Questions

How do I reset the menu for a new table?

There is an invisible button built in to reset the menu for a new table without restarting the app. At the very top-middle of the screen, quickly tap the screen three times. The Splash Screen will show up and any selections from the previous customers will be cleared.

How do I reload the menu after updating menu items?

You do not need to manually update or reset the menu after updating menu items. If you add a new item, make an item inactive, change a price, move items or categories, change the info page or any other menu changes (aside from menu design changes), the menu will update itself automatically. The app on each iPad checks for updates every three minutes or whenever the screen is powered on. You will see a small message appear briefly in the bottom left corner that says Menu Updated. If your iPad is not getting menu updates, check that the iPad is connected to the internet. You can triple tap in the bottom right corner (see next question) to view the Device Details, including if the device is connected to WiFi.

How do I reload the app after changing the menu design or adding a new menu section?

There is an invisible button built in to reload the menu when the design is updated. This is necessary any time you change any of the “App Preferences” in the web portal or add a new menu section to the home screen. At the bottom-right of the screen (where it says Powered by Uncorkd), quickly tap the screen three times. A box will appear that says “Device Details” along with a Reset button to reload the menu. Tap on Reset and the menu will download again with all changes.

Setting Up Inventory

The first step to setting up inventory in Uncorkd is to put in the details for each beverage item. On the Beverages page, click a beverage and select the Inventory tab. Uncorkd will track the following fields:

Sku	A distributor’s number for an item to use for ordering
Par	The inventory amount at which an item should be reordered. Items on the drink list can be filtered by below par to see what needs to be ordered.
Cost	The cost per unit (i.e. bottle, can, keg) that the product is delivered in.
Size	Size of the unit (bottle, can, keg, etc.)
Units/Case	Amount of bottles in a case
Distributor	Select the supplier for the item from the list for easy online ordering. If the distributor doesn’t exist in the select box yet, click Manage Distributors. Click Add New Distributor and fill out distributor information. Click Create when distributor information is complete.
Display inventory amount on menu	If checked, the quantity left of this product will display on the iPad menus. (Applicable if using Uncorkd’s digital menus)
Hide item on menu when out of stock	If checked, the product with automatically stop displaying on the iPad menu once the quantity hits zero. It will reappear if the quantity becomes positive. (Applicable if using Uncorkd’s digital menus)
POS Mappings	For point of sale integrations, this is how Uncorkd items are mapped to buttons on your POS. For more information, see the POS Integration tab above.

Once the inventory fields have been populated, enter the starting amount of inventory for the item. This is done by selecting the Adjust box and typing a number into the Quantity on Hand field.

Use the Adjust transaction for the starting inventory value because you are simply adjusting the inventory to the correct starting value at the beginning of using Uncorkd.

Perform an Inventory Count

Go to the Take Inventory page under the Inventory tab. Select the Start Taking Inventory button. Adjust the quantity of items by entering a number or using the +1 +6 +12 buttons.

When the inventory count is completed, select the End Inventory Session button and choose a date to timestamp the inventory session. Select Submit to save the inventory count. You can backdate the session date if needed, for example if you start inventory on the last day of the month, but finish it the next day, you can select the previous day. Just be aware that the adjustments to all inventory item counts will take place at the time that you select. So if there have been any changes in counts (sales or purchases) after you put in a count, but before the end date you select, your counts in Uncorkd may end up incorrect.

Custom Search

Use the following filter tools to make taking inventory more efficient.

Search Bar	Filter items based on any drink attribute (Sparkling, Tequila, Pinot Noir, Pale Ale, etc.)
Filter by Type	Filter results to show a combination of or only Wine, Beer, Spirits, Nonalcoholic Items

Sorting and Custom Sort Orders by Location

By default the list is sorted alphabetically by item name. You can click on a column heading to sort the list, such as sorting by bin number.

You can also create custom sort orders and create subsets of products to only show in some locations. To set this up click on the small wrench icon next to the word Custom. You can then determine products and order by location. All your products will appear on the left side. Move over just the ones you want to the right side and re-order them how you like. Then click the green save button after each location you do. When back doing inventory, change the toggle from All Items to Custom and you will see just the items you setup and ordered for that location.

Inventory by Location

Perform an inventory count using specific locations by selecting the location in the dropdown menu. To learn more about how to organize inventory locations, visit the Manage Locations tab below.

Manage Closed Sessions

To edit the last closed inventory session counts, select the Manage Closed Sessions button. Select the session to open. To re-close the session, select the End Inventory Session button and choose a date to timestamp the inventory session if it should be different. Select Submit to re-save the inventory count.

Manage Locations

Manage Locations (under the Inventory navigation) is a way to organize inventory by location. Here you can create different locations to mimic the various places inventory is taken your restaurant.

Create Locations

To create custom locations, type in a Location Name and click the Add Location button. Example locations are Dining Room, Patio Bar, Cooler, Storage, etc.

Sublocations can also be added to a location. Type in a Location Name and use the Add as a sublocation for: dropdown to select an already existing location.

Locations and sublocations can be edited using the Edit button and deleted using the Delete button on the right side of the screen.

Manage Custom Sort

Uncorkd allows you to create a digital list of inventory items to specific locations and sublocations for ease of inventory counts.

On the Take Inventory page, customize location items by clicking the wrench icon next to the All Items/Custom toggle.

In the Manage Custom Sort window, the left column contains all the items and the right column are the items assigned to a location. Choose a location from the dropdown menu. Select an item from the left column and use the > arrow to add it to the location. Once all the necessary items are added to a location, click the Save (Location Name) Custom Sort button.

Nonalcoholic Items

Nonalcoholic Items (under the Inventory navigation) is a way to add these types of items to the database to include inventory counts and place orders. A “nonalcoholic item” includes products ordered from an alcohol distributor that aren’t alcoholic drinks such as soft drinks, energy drinks, bitters, mixers, garnish, bottled water, etc.

Add a Nonalcoholic Item

To add a nonalcoholic item to the database, click the +Add Item button. Add the following information similarly to adding information to the Inventory tab of a wine, beer, or spirit.

Click Submit to save changes.

Take Inventory of Nonalcoholic Items

After adding items to the Nonalcoholic Items page, they will appear on the Take Inventory page and can be added to a monthly inventory count there.

Ordering Nonalcoholic Items

To add nonalcoholic items to an order, make sure to be in the Order View on the Nonalcoholic Items page. Items can be ordered by the individual unit or the case, indicated by the icons under the Order Qty column. Once a number is entered the item will be added to the shopping cart automatically.

Inventory Data & Reports

Overview of Reports

There are a range of different reports provided that show different things:

Current inventory – data at the current point of time (important if you place orders through Uncorkd or have your POS connected)
Session inventory – data from when you performed a physical inventory count at a previous point in time
Summary – data is summarized and totaled, usually by drink type and/or inventory location
Details – every inventory item is displayed with cost and value
Trends – see comparison history of drink types or items side-by-side on the same graph
Comparison – Compare two inventory periods side-by-side
Variance – Expands on the comparison of two sessions by also including purchases and sales to display theoretical variance

How Report Data is Calculated

Uncorkd uses a first-in, first-out methodology for calculating costs and values in reports. The cost calculations for items takes into account the most recent purchases made and the current quantity on hand. For example, if the current quantity is 10, the cost calculation will be based on the cost of the most recent 10 items bought.

In some cases the reports make assumptions as to what the cost was for a given purchase, because that information is not required to be entered into Uncorkd when closing an order. Where a cost was available on an order/invoice, that cost will be used. If there is no cost on an order, Uncorkd uses the most recent cost that does exist from a prior order. If there has never been a cost entered for an item, then Uncorkd will use the default item cost (which is entered on the Edit Beverage page). To ensure your reports contain the most accurate data, be sure to either upload your invoices after placing orders or enter in the cost data on your orders when closing them.

Report Descriptions

Report	Description
Inventory Summary	Drill-down summary of current inventory value on hand by drink type. Click on a drink type to see the current value by drink subtype.
Inventory Details	Current inventory on hand listing all items, costs and values. There are similar reports that sort the order by quantity and value as well.
Top Inventory on Hand	Top 10 items currently on hand for wine, beer and spirits
Inventory Trends Summary	Month-over-month comparisons of wine, beer and spirits inventory on the same graph
Inventory Trends Details	Month-over-month comparisons of inventory items on the same graph. Choose up to three items to compare side-by-side.
Slow Moving and Dead Stock	Inventory items with no recent transactions or movement. These may be old items you wish to clear out of inventory or just need to be deleted.
Session Summary	Total value of inventory for a particular session, organized by drink type and inventory location
Session Details	List of all inventory items and the count entered for a specified inventory session for each inventory location. Also includes the total quantity across all locations, cost and total value. This is generally the most similar report to spreadsheets that are used manually.
Session Comparison Summary	A comparison of two inventory sessions summary data and the different between them
Session Comparison Details	A comparison of two inventory sessions showing all inventory items and the difference between each item for the sessions.
Inventory Variance Summary	Similar to the Session Comparison Summary, except it also includes purchases and sales made between the two time periods to give a true variance
Inventory Variance Details	Similar to the Session Comparison Details, except it also includes purchases and sales between the two time periods to give a true variance for each individual item

Frequently Asked Questions

What is the difference between a Buy/Sell transaction and an Adjust transaction?

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 manually adding purchases to Uncorkd (as opposed to using the ordering functionality), be sure the Buy/Sell box is highlighted in blue on the inventory 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. When you perform a physical inventory count using the Take Inventory page, when the session is closed, adjustment transactions will be made to items to reconcile them to the physical counts that were just recorded.

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 and sale price.

How do I export all of my current inventory quantities?

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. For more detailed information, you can export inventory information on the Reports page. The Inventory Details report will list all your items, current counts, costs, and inventory value.

When counting inventory, how can I just show certain types of beverages on the screen at once?

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.

Can I update inventory counts without clicking into them and when not doing a regular inventory session?

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.

What is the depletion rate?

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, find the POS Depletion Rate Chart under the Digital Menu or POS Integration tabs above.

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 perpetual inventory count and automatically removing items from your menu when they run out of stock. It is also helpful for deciding what to purchase for weekly orders, as you can easily see on the Order View your current counts and filter by below par or out of stock items.

Current Supported POS Systems:

MICROS 3700
Aloha (*updates once daily, not in real-time)

Installation Instructions

Instructions for installing the Uncorkd Micros 3700 and Aloha Integration

Download the Uncorkd installer application.
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.
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.)
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.
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.

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
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.
The PC will need at most 50MB of available RAM.
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.

Mapping Items for Automatic Depletion

POS integration allows an item to be linked to itself in the POS system in order to automatically deplete from inventory. Follow these steps to map an item:

Click on a beverage on the Beverages page.
Under the Inventory tab, find POS Mappings and click the Add button.
Search for an item name in the POS system, then enter the depletion rate for the item between 0 and 1.
Click the Add button.
Hit Submit to save changes.

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

9oz

1/2 carafe

carafe

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) or 1L (33.8oz)

Size	1oz	1.5oz	2oz	2.5oz	3oz	3.5oz	bottle
750mL bottle	0.0395	0.0593	0.0790	0.0988	0.1186	0.1383	1
1L bottle	0.0286	0.0444	0.0592	0.0740	0.0888	0.1036	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)
An average European 50 litre keg is 140 12oz servings (1,689oz)

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
European keg (13.2 gal)	0.0006	0.0060	0.0071	0.0095	0.0284	0.0355

Uploading Distributor Information

Orders placed with suppliers through Uncorkd are sent via email. The Uncorkd user who places the order will also be copied on the email and listed as the reply-to on the email so the vendor can respond with any questions. To input information for distributors, go to the Orders tab and select Shopping Cart. Click Manage Distributors at the top of the screen.

Click the Add New Distributor button to add a new distributor. Enter the following information:

Distributor name
Sales Person
Phone Number (optional)
Email (necessary for placing orders through Uncorkd)
Notes: these notes won’t be seen by the distributor, but rather notes to help remember ordering details like delivery days, minimums, deadlines, etc.

Once distributors are added they must be assigned to items.

Assigning Distributors to Items

In order to place orders, distributor information must be assigned to beverages. To assign distributors, follow these steps:

Select Beverages under the Menu Management tab.
Click on a beverage to edit the beverage information.
Under the Inventory tab, the list of uploaded distributors is in a drop down menu next to Distributor.
Select applicable distributor.
Click Submit to save.
Repeat for remaining beverages.

Distributors can also be updated in the Shopping Cart (under the Orders tab) by clicking Manage Distributors.

Placing Orders

Building a Shopping Cart

To add items to the Shopping Cart, select Order View on the Beverages page.

Items can be ordered by the individual unit (ie. bottle, can or keg) or case using the icons on the right side of the menu. Once an quantity is entered, it will automatically be added to the shopping cart.

Tips:

Use the Search bar to find specific beverages or filter by drink attributes like Tequila, Pinot Noir, Sparkling, Pale Ale, etc…
Use the Filter by Type drop down to filter the beverages page by Wine, Beer, or Spirits.
Use the Filter by Status drop down to filter the beverages page by Active/Inactive items (used with Digital Menus), In Stock/Out Of Stock items, or items Below Par.

Placing an Order

Once items have been added, access the shopping cart by clicking the cart icon or select Shopping Cart under the Orders tab.

The Shopping Cart divides items into separate orders for each distributor. The Shopping Cart screen allows the following:

Preview orders and order totals before by clicking the Preview Orders button at the top of the screen.
Add notes to the distributor in the Order Notes section.
Update item details as necessary (Size, Order Quantity, Unit/Case)
Save items for a later order by clicking the clock icon.
Delete items by clicking the trash can icon.

When ready to place order, click the Place All Orders button at the top of the screen.

Tips:

If an item does not yet have a distributor assigned, you will need to choose the distributor before placing an order.

If a distributor does not have an email address associated with it, you will need to input an email address before the order can be placed by clicking on Manage Distributors.

Order History & Uploading Invoices

Order History

All orders are logged on the Order History page under the Orders tab. Filter search results using the bar at the top of the screen.

Uploading invoices

Select an order number and click Modify Order . Click the Upload Invoice button to upload the photo. If done on a cell phone or iPad, you can then instantly take a picture of each page of your invoice. Uncorkd will record the line item prices from the invoice into the order on Uncorkd.

If there are items that are on your invoice that are not in the order, or any differences in quantities, Uncorkd will not modify these on your order. It is your responsibility to ensure the delivery and invoice details are correct, and Uncorkd will simply be entering in prices. If we do notice any discrepancies, we may enter them into the Notes field for the order in [brackets] to signify our findings.

Receiving an Order

When an order is delivered, find the order on the Order History page and click on it. Verify that everything that came with the delivery matches the order that was placed. If not, make modifications to the quantities, delete any items not included, or add additional items. When finished, click the Confirm Delivery Received button.

Order Reports