**Inventory** ============= ============= **To Create a New Item** ----------------------- 1. Click **Inventory** on the navigation bar 2. From the drop-down menu select the **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 Item** button to create the item |Create_New_Item.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 SKU, by Description or Barcode - 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_Filter.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 leters) - 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** |Edit_Item_Page.png| ----------------------------------------------------------------------------------------------------------------------------------------- **To Search, Edit and View Items via Locations** ------------------------------------------------ 1. Items can also be searched via the **Locations** |Locations.png| buttons under the Inventory drop-down menu 2. On the **Locations** page users can: - Search for items by SKU or Description - Select the Location - Search Items with zero stock - **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** |Location_List_Page.png| ----------------------------------------------------------------------------------------------------------------------------------------------- **To Search, Edit and View Items via Cost Centers 1. Items can also be searched via the **Cost Centers** |Cost Centres.png| buttons under the Inventory drop-down menu 2. On the **Cost Centers** page users can: - Search for items by SKU or Description - Select the Location - Search Items with zero stock - **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** |CostCentres_List_Page.png| -------------------------------------------------------------------------------------------------------------------------------------------------- .. |Create_Item.png| image:: ./qehdocsimages/Create_Item.png :scale: 90% .. |Create_New_Item.png| image:: ./qehdocsimages/Create_New_Item.png :scale: 90% .. |Inventory_List.png| image:: ./qehdocsimages/Inventory_List.png :scale: 90% .. |Inventory_Filter.png| image:: ./qehdocsimages/Inventory_Filter.png :scale: 90% .. |Edit_Item.png| image:: ./qehdocsimages/Edit_Item.png :scale: 90% .. |Edit_Item_Page.png| image:: ./qehdocsimages/Edit_Item_Page.png :scale: 90% .. |Locations.png| image:: ./qehdocsimages/Locations.png :scale: 90% .. |Cost_Centres.png| image:: ./qehdocsimages/Cost_Centres.png :scale: 90% .. |Locations_List_Page.png| image:: ./qehdocsimages/Locations_List_Page.png :scale: 90% .. |CostCentres_List_Page.png| image:: ./qehdocsimages/CostCentres_List_Page.png :scale: 90%