INVENTORY

To Create a New Item

  1. Click Inventory on the navigation bar

  2. From the drop-down menu select Create Item button Create_Item.png and the Create New Item page is displayed:

    • Enter Item Description

    • Upload an Item Image (if required)

    • Select Default Location (where items are usually stored)

    • Select the Shelf

    • Select the Vendor the Item is purchased from

    • Select the sub-type

    • Select V.A.T.

    • Select Unit of Measure

    • Enter Average Cost

    • Select Outlet (if required)

    • Create Recipe (if the item is a recipe item)

    • Enter PLU

    • Select Modifier type

    • Create Item button to create the item

      Create_New_Items.png

Note: Please note all fields displayed on the page except Item image and Shelf are required.

To Search, Edit and View the Inventory List

  1. Click Inventory on the navigation bar

  2. From the drop-down menu select Inventory List Inventory_List.png button and the Inventory List is displayed:

    • Search by Item SKU, Description or Code

    • Search by Type

    • View Disabled Items

    • Show Recipe

    • Has PLU

    • Apply Filters button to search for items

    • Reset Filters button to remove all filters

    • Actions button to Create Item

    • Actions button to Import Inventory

    • Actions button to Export Client Inventory

    • Actions button to Export Inventory

      Inventory_Filters.png

  3. To edit an item on the Inventory List, select the Edit Item Edit_Item.png button and the Edit Item page is displayed:

    Basics

    • Change Item Description
    • Add Alternate Item Number
    • Add Secondary Code
    • Change Sub-Type (Changing the sub-type changes the SKU letters)
    • Change Meta-Type
    • Change V.A.T. amount
    • Change Default Location
    • Change Default Vendor
    • Change Unit of Measure (UoM)
    • Enable/Disable Is Kit/Recipe option
    • Select a Modifier
    • Enter Sale PLU
    • Upload Item Image

    Conversions

    • Enable/Disable Case Conversions (if required)
    • Enter Case Sum (if required)
    • Enter Alias Description (if required)
    • Select Alias UOM (if required)
    • Enable/Disable Meal Conversions (if required)
    • Enter Meal Case Sum (if required)
    • Enter Meal Description Alias (if required)
    • Select Meal UOM Alias (if required)

    Pricing

    • Enter Sale Price (if required)
    • Enter Average Cost (if required)
    • Enter Landing Charge
    • Enter ICD%
    • Enter RRC%
    • Enter NSW%
    • Enter STX%
    • Enter Markup%
    • Calculated Average Cost

    Dimensions

    • Enter Length (cm)
    • Enter Width (cm)
    • Enter Height (cm)
    • Enter Weight (cm)

    Vendor Code

    • Click the green plus sign to add a new vendor and code

    • Select a Vendor

    • Enter new vendor code

    • Update button to save

    • Force Disable button to disable items (Only visible if the item has zero quantity)

    • Enable button to enable items

    • Back to Inventory List

      Editing_Item.png

To Search, Edit and View Items via Locations

  1. Items can also be searched via each Location by using the Locations Locations.png button under the Inventory drop-down menu.

  2. On the Locations page users can:

    • Search for items by SKU, by Description or Barcode

    • Select the Location

    • Search Items with zero stock

    • Enter Min/Par/Max Levels

    • Apply Filters button to search for items

    • Reset Filter button to remove all filters

    • Change Active and Non-active on an item

    • Edit Item button to adjust item quantity on hand

    • Edit Minimum (Re-Order) Level

    • Edit Par Level

    • Edit Maximum Level

    • Select Shelf

    • Update

    • Actions button to Import Locations

    • Actions button to Export Locations

      Locations_List_Page.png

To Search, Edit and View Items via Cost Centres

  1. Items can also be searched via each Cost Center by using the Cost Centres Cost_Centres.png button under the Inventory drop-down menu.

  2. On the Cost Centers page users can:

    • Search for items by SKU, by Description or Barcode

    • Select the Cost Centre

    • Search Items with zero stock

    • Enter Par Levels

    • Apply Filters button to search for items

    • Reset Filter button to remove all filters

    • Change Active and Non-active on an item

    • Edit Item button to adjust item quantity on hand

    • Edit Minimum (Re-Order) Level

    • Edit Par Level

    • Edit Maximum Level

    • Select Shelf

    • Update

    • Actions button to Import Locations

    • Actions button to Export Locations

      CostCentres_List_Page.png