Head to Back Office and click inventory. 

First step you need to setup your Vendors

•    Click on Inventory Settings 

•    Once in the Inventory Settings click on the Vendors tab.  

•    Click on Add Vendor ( You will see yellow text letting you know you must enter a name)

•    The Sort Order will sort it in the grid so if you put 1 it will be at the top.  

•    Then click Add Vendor and it will show in the list of Vendors.

•    Add all your vendors (Website is not required)  

•    If you need to edit one of them just click on update vendor then click on the vendors name and change the information then click on update vendor again.

STOCK AREA SETUP

•    This is the area that you keep your items at the restaurant

•    Go to Inventory Settings and click on the Stock Area tab

•    Click on Add Stock Area button

•    Add the name of the stock area

•    You can leave the description blank if you don’t want to put a description of the area.

•    Sort order it the order it will show up on the list 

SETUP INVENTORY ITEMS

•    Go to Inventory Settings and click on the Inventory Items tab 

•    Before you start to add items click on the Add Inventory Item button and it will highlight in yellow to let you know you are in the add items mode

•    Vendor Item# is the item number from your vendor that you use to order you items with.

•    Description is that name of the item that you buy from them

•    Vendor is a drop down list that says who you buy it from

•    Current Price is the price that the item cost when you buy it from them

•    Last Purchase is the date you purchased it last ( you can leave it blank)

•    Yield % is set at 100% 

•    Received Unit is the way you receive the item from your vendor.

•    Product Category is the category that your vendor has the item in

•    UPC is the UPC of the item ( you can leave this blank if you want)

•    Stock Area is the Area of the building you keep the item

•    Brand Name is the Brand Name of the item

•    Base Unit is the smallest about that the product is used in. (Cheese comes in a box and has 6 bags in it but when you add it to items you do it in ounces so you would but ounces in this section)

•    Base Units/ Case is how many of the Base Units are in the case you order

•    Unit Price will fill in once you add the item

•    Actual Cost will fill in once you add the item 

•    Add in all your items. 

UNITS OF MEASURE

•    Go in to Inventory Settings and click on Units Of Measure 

•    To add a new unit to measure your items in you click on Add Unit

•    You will see the yellow highlight around the Add unit letting you know you are in the Add Unit Mode.

•    Put in the new unit name and hit add unit

BATCH RECIPES

•    Go in to Inventory Settings and click on Batch Recipes

•    This is for items that you make to make other items with. (dough, sauces etc…)  

•    Click on Add Batch Recipe

•    On the top put in the name of the item 

•    Add the amount you are making and how it is produced  

•    Once you have added the batch Recipe on the bottom of the screen you will be able to add the items that it takes to make it.  

•    Add the items and how much of that item you use to make it  

ITEM COUNT OPTIONS

•    This is the way you count your items on the count sheets

•    Go in to Inventory Settings and click on Item Count Options  

•    Click on Add Count Option and click on the item you are going to be counting

•    This unit at the bottom is asking how you want to count it ( If you have a case of cheese and you want to count just the bags you would put in one bag)

•    Amount of Base Unit is the about of that item that  is off of the base unit of that item ( so cheese is set as 40 pounds per case and in that case the bags are 5 pounds per)  

•    You can do more than one option for each item that way when you count it you can count both ways and we will do the rest for you.  

COUNT SHEETS

•    Go in to Inventory Settings and click on Count Sheet Design

•    In here you can create your custom count sheets

•    To start click on the sheet name drop down list and pick {New Count Sheet}  

•    Fill out the name of count sheet

•    Pick what area you want to count

•    Pick the item you want to count

•    Then pick how you want to count that item

•    You can then put what you want the name to be on the count sheet. See below  

•    You can keep adding items just by changing the items on the top under inv. Item section and put in the count option and the name and hit save  

PAR LEVELS

•    This is where you can set the par levels of your items on your count sheet

•    Click on Count Sheet Name and pick what count sheet you want the par level for

•    Name the Par Level and hit save

•    It will show you all the items you have on your count sheet and you can add your par levels  

•    Once you have your levels hit save

RECIPES OF ITEMS

•    From the Inventory screen click on Enter Item Recipes

•    You will come up to two options Build main Items and Build Modifier  

•    Build Main Items:

o    This will take you to a screen where you can put in the recipes for all the main items on your menu.  

o    First Click on the bottom where it says Edit Main Items  

o    Click on the item you want to add a recipe for and click the add button.  

o    Click the Close Edit button to go back to the main screen.

o    From here click on the item and hit Edit Inventory Items  

o    This will take you to a screen that will let you add the items it takes to build this item  

o    Click on the items on the right hand side and click the Add button to add those items to the recipe for your main item 

o    You can hold down the CTRL key and select more than one and move them at the same time

o    Once you have added all your items click on the Close Edit button

o    The amount of the item used will be entered in on a different screen

o    This will take you back to the main item Recipe screen  

o    On the main recipe screen you can click in the Amt Used Field and put in the amount of that item it uses to make the main item.  

o    It will auto save the Amt Used numbers you put in.

o    You can also setup recipes on the menu editing screen

o    Go back in to the menu edit screen  

o    Click on your menu item you want to build a recipe for

o    On the bottom of the Menu item information there is a button that says Build inventory Recipe for this item  

o    Click on the button 

o    It will take you to a screen to build that items recipe or change it  

•    Build Modifier Recipes

o    The best way to set these up is through the menu screen so that you know what modifier goes with what items. 

o    Go to the menu edit screen  

o    Click on one of your modifiers

o    On the modifier information screen click on Build Inventory Recipe for this item.  

o    It will take you to the recipe screen to build that item 

o    Click on Add Main Items button on the bottom and add all the main items that you can add this modifier to.  

o    Click close edit   

o    This will take you back to the main Modifier recipe screen

o    Select the first pizza and click on Edit Inventory Items button on the right hand side  

o    Here is where you can all the Recipe items to the Modifier

o    You will be able to put the amount of that item on the next screen 

o    Click close edit

o    Now you can put how much of that item you use for that item.  

PRINT COUNT SHEETS

•    From the Inventory Main screen click on print count sheets

•    On the top of the screen there is a drop down list to pick what list you want to print.

•    Select the list and hit view Report

•    This will bring up your count sheet so that you can print it  

•    Hit Print to print the count screens

ENTER CURRENT COUNTS

•    From the main Inventory screen click on Enter Current Counts

•    On the top of the screen you have the option what count sheet you are counting for

•    You also can just show items for stock Areas only  

•    You can save your counts and come back to them if you need to but you must Finalize them before the end of the day  

•    You can Check Count that will show you the Variance of your items before you Finalize the count.  

•    The first time you do inventory you will not have a starting count.  

•    Once you are done click on Finalize Count