Step 3.0
Create your organization, outlet, and team
Set up the structure that mirrors how your F&B group operates.
Your first setup task is defining where inventory lives in Invinite. This structure determines who sees what and how reporting rolls up.
Organization
When you register, Invinite creates an organization for your group. This is the top-level container for all outlets, teams, master items, and suppliers.
Organization settings include:
- Costing method — FIFO (default), LIFO, or Weighted Average. This affects how Invinite calculates cost of goods across all teams.
- Currency and locale — used for prices and reports.
Most operators set the organization once and rarely change it. Changing the costing method triggers a full cost recalculation across the group.
Outlet
An outlet is a physical location: a bar, restaurant, café, or hotel outlet. Each outlet can have one or more teams.
Create an outlet when:
- You open a new location
- A location operates as a distinct inventory and reporting unit
Each outlet can have its own delivery and billing addresses — useful when placing purchase orders with suppliers.
Team
A team is a department within an outlet that maintains its own inventory:
- Bar team — spirits, mixers, garnishes
- Kitchen team — proteins, produce, dry goods
- Prep / cellar / storage — bulk or staging inventory
Create a team when:
- A department counts stock separately
- Different managers are responsible for different areas
- Stock moves between departments via transfers
Outlet vs team: when to add which
| Situation | Add an outlet | Add a team |
|---|---|---|
| New physical location | Yes | — |
| Bar and kitchen at same location, separate stock | — | Yes |
| Same items, same count, same manager | — | One team is enough |
| Group with 5 restaurants | 5 outlets | 1–3 teams each |
Typical first setup
For a single-location bar with a kitchen:
- Confirm your organization name and settings.
- Create one outlet (your venue).
- Create two teams: Bar and Kitchen.
You can add more outlets and teams later without losing data.
What's next
- Optional: Step 3.1 — Roles & permissions — when you are ready to invite users and control access.
- Step 4: Set up your catalog — concepts and spreadsheet import (suppliers, items, menu).
Was this page helpful?
Thanks for your feedback.