Admin//3 min read

Inventory Templates

Save and load complete inventory setups for different events or venues.

Streamlining Your Setup

Whether you're a catering company managing multiple events, a bar that changes menus seasonally, or just setting up a new venue, Inventory Templates save you hours of data entry.

1. What is an Inventory Template?

A template is a snapshot of an entire inventory structure—including items, categories, prices, and par levels. Instead of adding every spirit and mixer individually, you can load a template to populate your system instantly.

2. Loading a Default Template

BarBud provides several default templates out of the box to help you get started quickly.

  1. Go to Settings (Gear Icon in sidebar).
  2. Go to the Data tab.
  3. Click Load Template.
  4. Select a template that matches your business (e.g., "Standard Bar", "Nightclub", or "Craft Cocktail Lounge").
  5. Confirm you want to merge or replace your current inventory.

3. Creating Custom Templates

Once you've customized your inventory, you can save it as your own template for future use.

  • Go to Settings → Data tab.
  • Click Save Current Inventory as Template.
  • Give it a descriptive name (e.g., "Summer Menu 2024" or "Wedding Package B").

Custom templates are tied to your account and can be loaded anytime you need to reset or switch your offerings.

Pro Tip

If you manage multiple popup bars or events, create a "Base Template" with all your standard well spirits and mixers. Load it for each new event, and then simply add the specialty items required for that specific occasion.