Inventory

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To Create a New Item

1. Click Inventory on the navigation bar

2. From the drop-down menu select the Create Item button 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

     

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

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To Search, Edit and View the Inventory List

1. Click Inventory on the navigation bar

2. From the drop-down menu select Inventory List 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

     

3. To edit an item on the Inventory List, select the Edit Item 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

  

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To Search, Edit and View Items via Locations

1. Items can also be searched via the Locations 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|

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**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

     

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