Bar & Pub: digital workflow guide

Start digitalizing Bar & Pub by making clear which record passes from whom to whom. Track menu recipes, shifts, cash close, and beverage stock; code waste, comps, and voids separately.

Workflow boundaries

Record fields and ownership

For Bar & Pub, link item/recipe, shift/cash, and purchasing/stock records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Track menu recipes, shifts, cash close, and beverage stock; code waste, comps, and voids separately. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.