Independent inventory consulting

    Restaurant Wine Inventory Management, Reconciliation & Controls

    Know every bottle. Control every dollar.

    For wine-forward independent restaurants, steakhouses, fine dining, private clubs and boutique hospitality managing multiple wine storage locations. Clear records, usable controls and a team that knows the system — not a software sales pitch.

    Who this is for

    • Wine-forward independent restaurants
    • Steakhouses
    • Fine dining
    • Private clubs
    • Boutique hospitality groups
    • Restaurants with multiple wine storage locations

    What the work covers

    Evaluation and implementation are kept distinct: you know what is being assessed before agreeing to any build-out.

    Physical count & reconciliation

    A full physical bottle count reconciled against your existing records — purchasing logs, POS reports and spreadsheets — so you know what you actually own, what is missing and where the variances come from.

    SKU, vintage & cost accuracy

    Every bottle mapped by SKU, vintage and true bottle cost. Receiving and purchasing controls are tightened so new stock enters the system correctly from the day it arrives.

    Multi-location tracking

    Bottle-location tracking, cellar organization and storage mapping across main cellars, service stations, off-site and overflow storage — so any bottle can be found in seconds, not searched for during service.

    Slow stock & tied-up capital

    Identify slow-moving inventory and the capital sitting in it. Review by-the-glass versus bottle profitability using your available cost and sales records, and decide what to move, reprice or stop buying.

    POS-to-inventory workflow

    Workflow design and variance reporting connecting your POS activity to inventory counts where actual integrations permit. No promise of direct integrations or continuous real-time sync — the workflow is designed around what your systems genuinely support.

    SOPs & staff adoption

    Practical service SOPs, clear receiving and count responsibilities, and hands-on staff training so the controls survive staff turnover and busy services — not just the first week.

    How a reconciliation project runs

    01 / Scope

    Define the count

    Agree which storage locations, categories and records are in scope, and what reconciled output you need — before anyone touches a bottle.

    02 / Count

    Physical inventory

    Scheduled physical counts worked around service, with bottle-level capture of SKU, vintage, location and condition.

    03 / Reconcile

    Match to records

    Counts reconciled to purchasing and sales records; variances itemized and explained, not buried in a spreadsheet total.

    04 / Control

    Build the system

    Receiving, purchasing, storage-location and count cadence controls documented as usable SOPs, with staff trained hands-on.

    05 / Review

    Report & decide

    A findings review covering variances, slow stock, tied-up capital and profitability observations, with a prioritized action list.

    Selected operating experience · Ivo Cooper

    M Grill: making seven wine storage areas usable by the whole team

    3,000+ bottles · 400+ labels · 7 storage areas — scale context, not savings

    In his GM & Beverage Director role, Ivo combined InVintory’s existing 3D mapping platform with hands-on bottle mapping, physical storage reorganization and service procedures. The result was less reliance on one manager to locate wines. This was operating work at M Grill, not an external Ivolution engagement.

    Read the experience case study

    Technology-neutral by design

    The right system might be a disciplined spreadsheet, your existing POS or back-office solution, or a qualified digital wine inventory tool. Selection follows your scale, team and budget — never a required software purchase.

    Technology options, including InVintory's hospitality inventory platform where suitable and available, are assessed case by case; commercial software arrangements remain subject to provider approval and separate terms. Any InVintory hospitality sale, referral or implementation requires prior provider approval. No guaranteed savings.

    Evaluate first. Implement by agreement.

    01 / Evaluate

    Existing $1,250 audit

    Wine program and profitability review within the Restaurant Profitability Audit — Beverage + Front-of-House Review. Includes system suitability evaluation and priorities, not a physical count or system rollout.

    02 / Implement

    Starting around $1,500–$2,500

    Inventory cleanup and implementation, scoped separately. Agree the count, reconciliation, controls and training work before starting; final fees depend on scope.

    03 / Map

    Separately quoted

    Complex custom cellar mapping priced to the storage layout and project requirements. Third-party software fees are separate from consulting fees.

    Request an Inventory & Profitability Assessment