Objective
The objective of the Inventory configuration is to create inventory lists that include pertinent information about a specific inventory item.
To access the Configuration – Inventory:
Click on the Menu .
Hover over Food Cost > then Food Cost Configuration > then Configure Inventory.
Features
Configuration – Inventory Window
Filter: Underneath the column headers, each column has a filter box. In this box, you can type the name or number of the item you wish to filter by.
New Inventory Item: At the bottom lefthand corner of the screen, click on New Inventory Item. A box will appear allowing you to add a new inventory item. Enter the required details and click save.
Edit Departments & Sub-departments: At the bottom righthand corner of the screen, click Edit Departments & Sub-departments.
Export: You can export the list by choosing Export in the bottom righthand corner of the screen.
Editing Inventory Item: Click the edit icon.
Inventory Item Information: Click the Item Information Icon to access the Inventory Information.
Filtering Inventory Items: Filtering Inventory Items is a great way to search for a specific inventory item. You can filter Inventory items by ID Number, Description, Department/Subdepartment, Units of Measure, Countsheets or Equivalent Items. Depending on what information you are using to find a specific item, will determine which filter box you will use.
**In this example, we use the Description filter box to search for all items including HAM in the description.
Creating New Inventory Item: To create a New Inventory Item, press the New Inventory Item Button at the bottom left hand corner of the page.
The New Inventory Item box will appear which allows you to enter the information needed to create the New Item.
**In the following examples, the new Inventory Item will be Ham – Sliced, and the Inventory Item ID number will be 407.
Inventory Item ID: Key in the unique Inventory Item ID number for the new inventory item in the box.
**The Inventory Item ID should be unique to each inventory item, with no inventory items having the same ID.
Description: Key in the description or name of the new inventory item in the Description box.
Department/Subdepartment: Using the Department/Subdepartment drop-down menu, select the Department and coordinating Subdepartment that the new inventory item belongs to.
Show on Countsheets: Here, you will have the option of selecting which CountSheets the new inventory item will appear on. You have the option of showing the new item on your Shift CountSheet, Daily CountSheet, Weekly CountSheet, Monthly CountSheet, and Waste Tracker. For this example, Weekly, Monthly and WasteTracker have been selected by clicking within the box next to each of the options, creating a check mark within each box.
Units of Measure: We recommend that the Main Unit of Measure entered here for the new inventory item be the same unit of measure used by the item’s vendor, as written on the actual invoice. The main Unit of Measure in the example is Case. The following units of measure help in breaking down your food cost. The second and third unit of measure are smaller than the main unit of measure. In the example, the 2nd UOM name is pound (LB) and there are 5 LBs in a case, therefore we put 5 to show that 5 pounds come in 1 case (the Main UOM). The The Third Unit of Measure used here is ounce (OZ). We put 80 because there are 80 OZ in 1 Case (Main UOM).
Show on Countsheets: The Show on Countsheets section allows user to select which unit of measure(s) will be listed on countsheets for inventory counting purposes. In this example, all UOM will be shown on the countsheets.
Used on Reports: The Used on Reports section allows users to select which unit of measure will be used to document usages within the food cost report.
Equivalent Item: The equivalent item would used if the inventory item you’ve just created was the same product as another inventory item. Because Ham – Sliced is the only Ham – Sliced in the inventory list, this inventory item is NOT equivalent to another item. If Ham – Sliced was equivalent to another inventory item, the check box would be checked here.
Editing Departments & Subdepartments: To edit the existing Department or Subdepartment, simply click the Edit Departments & Subdepartments button at the bottom right of the screen under the inventory list.
Departments
Adding Department: After choosing the Edit Departments & Subdepartments button, a box will appear. Simply click the Add Department at the bottom left hand corner of the box.
Type the name of the Department you wish to add and click the Green check mark. This will add the new Department to the list.
Editing Department: After choosing the Edit Departments & Subdepartments button, a box will appear. Push the Edit icon at the beginning of the row you would like to edit and the current Department will highlight and simply type in the new name and click the Green mark.
Editing Sales Comparison: After choosing the edit Department & Subdepartments button, a box will appear.
-
-
- Deleting Department
-
- Subdepartments
-
-
- Adding Subdepartment
- Editing Subdepartment
- Deleting Subdepartment
-
Editing Inventory Item
To Edit an existing Inventory Item, simply click on the Edit icon at the beginning of the row for the item you wish to edit. The Edit Inventory Item box will appear allowing you to edit the existing item.
Inventory Item Information
-
- Pricing
- Recipes
- Mapping Info
Troubleshooting