Enable Barlytics in the Customer Hub

Description: Learn how to connect Barlytics to your Shift4 Dine account to track beverage inventory, match menu items to recipes, and monitor inventory variance.

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Overview

Barlytics is a beverage inventory management platform that integrates with Shift4 Dine and tracks inventory based on closed ticket data.

Barlytics can:

• Deduct inventory based on closed tickets from Shift4 Dine
• Match menu items to recipes and pour sizes
• Support zone-based inventory counting
• Compare expected consumption to counted inventory through variance reporting
• Track inventory levels across beverage products, including Low and Out inventory status
• Capture delivery invoices using invoice photo scanning
• Generate reorder forms based on inventory levels

Before You Begin

Confirm the following before starting:

• Shift4 Dine is active at your location and processing transactions
• You have admin access to Marketplace
• You have a Barlytics account (visit barlytics.ai or contact Barlytics at [e-mail] to get started)

Important: Barlytics calculates consumption by matching Shift4 Dine menu items to recipes. Until item matching is complete, Barlytics cannot accurately track consumption or calculate variance.

Before connecting Barlytics, verify that your Shift4 Dine menu is complete and accurate. Menu items that are not matched to recipes will not be tracked until matching is complete.

Step 1: Install Barlytics From Marketplace

1. Log in to the Customer Hub.
2. Select Marketplace.
   
3. Search for Barlytics or browse the Inventory category.
4. Select Install on the Barlytics app page.
5. You will be redirected to Barlytics to authorize the connection via OAuth.

After authorization:

• Barlytics begins receiving closed ticket data from Shift4 Dine.
• Shift4 Dine menu items become available in Barlytics for item matching.
• No menu synchronization is required.

Step 2: Match Menu Items to Recipes

Item matching determines how inventory is deducted for each sale.

1. In Barlytics, navigate to Sales and open the Item Matching tab.
2. Review the Shift4 Dine menu items imported from your POS.
3. For each menu item, select it to open Menu Item Details and configure the associated recipe:
   1. Select the spirit or product being poured.
   2. Set the pour size (e.g., Neat, Jigger 1.5 oz / 44ml, or a custom amount).
   3. Add additional ingredients, if applicable.
4. Select Save Review to confirm each item.
5. Continue until all menu items have been reviewed and the matching status reaches 100%.

The more complete your item matching, the more accurate your inventory tracking and variance reporting will be.

Step 3: Configure Inventory and Counting Zones

1. Navigate to Stock and add your current beverage inventory — the bottles you have on hand, organized by product.
2. Navigate to Count and create counting zones that match your physical locations, such as:
   • Main Bar
   • Storage
   • Back Bar
3. Assign products to the appropriate zones.

Step 4: Perform an Initial Inventory Count

1. Navigate to Count and start a new count session.
2. Enter quantities for each product in every zone.
3. Complete the count and select Finish Counting.

This initial count establishes the inventory baseline used for variance calculations.

Step 5: Test the Integration

1. Process a transaction in Shift4 Dine that contains a matched menu item.
2. Confirm the sale appears (with correct product, revenue, and volume) in Barlytics under the Sales tab in Barlytics.
3. Confirm the matching status reflects that POS items have been mapped to recipes.
4. Perform a follow-up count.
5. Review the Variance tab to confirm expected and actual inventory calculations are working correctly.

FAQs

How does Barlytics know what was poured from each sale?

Barlytics uses the recipe you configure during item matching. When a ticket closes in Shift4 Dine with a matched menu item, Barlytics calculates the pour volume for each spirit in that recipe and deducts it from inventory automatically.

Does Barlytics work with Shift4 payment processing or online ordering?

No. Barlytics uses closed ticket data from Shift4 Dine only. It is not connected to Shift4 Payments or the Online Ordering APIs.

Can I use Barlytics for food inventory as well?

Barlytics is designed for beverage inventory. Contact Barlytics at [e-mail] for information about supported inventory types.

How do I capture incoming deliveries?

Navigate to Invoices and use the invoice photo scanning feature to capture a delivery invoice. Barlytics extracts line items and adds them to inventory.

How do I get pricing information?

Barlytics pricing is customized based on your venue. Visit barlytics.ai/pricing for pricing information.

Which markets is Barlytics available in?

Barlytics is currently available to Shift4 Dine merchants in the United States.

Where can I manage or disconnect the Barlytics integration?

You can manage your Barlytics account at app.barlytics.ai or disconnect the integration through Marketplace.

Need Help?

For Barlytics support, email [e-mail] or visit barlytics.ai/support.

To request a demo, visit barlytics.ai/pricing.

For Shift4 Dine configuration, contact Shift4 Support.