How to Add or Edit Inventory Items
- Click "Recipe" from the main menu.
- Select "Items".
- Select the existing item from the list or click "New".
- Enter the information below.
- Move to case size information to complete the item.
Enter the name of the item. Enter a name that makes sense to you. Some suppliers may provide a complex name for the items they sell. You'll want to make the name easy for your staff to use.
|Select the group you wish this item to report to in the list.|
|How is it used?||
Weight - When adding this item as an ingredient, the recipe units of measure will be in weight units.
Volume - When adding this item as an ingredient, the recipe units of measure will be in volume units by default.
Unit - When adding this item as an ingredient, the recipe units of measure will default to each.
|Reporting Unit||Choose a reporting unit. This is the unit that the item will be reported in at the store and enterprise level. Whichever unit you choose will populate into the supplier case size for this item.|
|Default Ingredient Unit||Choose a default unit to show in recipe ingredients. These units will be based on the preferences set, and the type of unit you choose.|
|Actualize Usage Values||
There are some items in your inventory you will never get right based on ideal to actual usage.
Ex. fryer oil, napkins, straws, etc. These items may not be used in any recipes,, but the actual usage is calculated, or you have allowed an amount per recipe (such as sugar packets in coffee) but you will never be bang on.
OC Enterprise will show a variance on these items since there is an actual usage, but the ideal may be completely different or have no ideal usage at all. "Actualize Usage Values" enables actual usage reporting to match the ideal in usage reports. Whatever you use for this item, is what you should have used. There is no variance.
|Track Inventory||You may want to exclude some items from the inventory count sheets; however, you may still want them listed within OC Enterprise to enable your managers to order them. (Ex. tap water for recipes, small wares, cleaning implements). Uncheck this option to disable inventory tracking for these items.|