How do I copy case sizes to other suppliers?

The Item and Recipe Management screen in OC Enterprise lets you quickly see which items or preps are currently included in preps or products. There is also a feature called "Associate Items" that allows you to copy case size(s) to other suppliers on a mass scale for any number of items.

How to Copy Case Sizes to Other Suppliers using the Item and Recipe Management Window

  1. Click "Recipe" from the menu bar.
  2. Choose "Item and Recipe Management".
  3. Click the "Associate Items" button located in the upper left of the screen. In the screen that opens, there are two columns: "Copy From" and "Copy To".
  4. In the "Copy From" column, select the supplier from the drown-down list that you wish to copy case sizes from. In the "Copy To" column, select the supplier from the drop-down list that you wish to copy case sizes to.A list with all case sizes assigned to each supplier will display below.
    Note: There is a "Groups" dropdown located in the bottom left of the "Associate Items" window. You can use this to filter the case sizes you see when selecting your supplier.
  5. In the "Copy From" column, select the case sizes that you wish to copy from the supplier you selected so you can add them to the supplier you seelected in the "Copy To" column.

    If you wish to copy all of the case sizes that are displayed, select the first case size in the list, hold down the "Shift" key on your keyboard, and select the last case size in the list to highlight all of the case sizes.

    If you wish to copy some of the case sizes displayed, select the first case size in the list you wish to copy, then hold down the "trl" key on your keyboard and select the other case sizes you wish to copy to highlight only those case sizes.
  6. Once you have your case sizes selected, click the "Add Selected" button and they will be removed from the "Copy From" column and added ot the "Copy To" column.
  7. Click the "Save" button located in the upper right of the "Associate Items" window.