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Contents
Title and Copyright Information
Preface
Audience
Customer Support
Documentation
Revision History
1
Introduction to Inventory Management
Suggested Setup
Required Configuration
Optional Configuration
Common Tasks and Operations
Symbols Used in Inventory Management
2
Ordering
Creating an Order by Order Cycle
Creating an Order by Order List
Creating an Order by Vendor
Creating an Order Using Suggested Order Quantity
Creating a Blank Order
Resetting the Order Quantity
Viewing Orders
Viewing Suspended, Pending, or Booked Orders
Viewing Open Purchase Orders
3
Receiving
Creating a Receipt Using an Existing Purchase Order
Creating a Receipt Using an Existing List
Creating a Receipt from a Vendor
Creating a Blank Receipt
Returning Items to a Vendor
Adding an Open Order to a Receipt
Changing Cost Centers for Items on a Receipt
Viewing Suspended, Booked, Invoiced, or Cancelled Receipts
Substituting Items on a Suspended Receipt
Add Rating to a Reason Code
Close Purchase Order
4
Invoicing
Creating an Invoice by Receipt
Creating a Blank Invoice
Viewing an Invoice
Sending an Approved Invoice to Accounts Payable (AP)
5
B2B Solutions
B2B Overview
Loading Item Catalogs, Order Cycles, and Invoices to a Vendor
Linking Vendor Purchase Items (VPIs)
Unlinking Vendor Purchase Items
Accepting Price Variances
6
Vendor Purchase Catalog
Navigating the Vendor Purchase Catalog
Creating a New Vendor Purchase Item
Editing a Vendor Purchase Item Name
Setting an Effectivity Range for a Vendor
Adding a VPI to a list or Updating an Existing VPI Already within a List
B2B Excel Solutions
7
Copy and Compare VPI(s)
Comparing Vendor Purchase Items from Two Different Vendors
Copying VPIs from one Vendor to Another
8
Issue Requests
Issue Requests and Transfer Process
Creating Issue Requests
Requesting Inventory from Another Cost Center
Requesting Inventory from Another Cost Center Using an Existing Issue Request
Adding Recipes to an Issue Request
Viewing Issued Requests
Accept or Decline an Issue Request
9
Transfers
Transfer Requisition Process
Accepting or Declining a Transfer Request
Transferring Inventory to Another Cost Center
Transferring Inventory to Another Cost Center Using a List
Adding Recipes to Transfers
Viewing Transfers
10
Transfer To/From
Creating Transfers
Requesting Inventory from Another Cost Center
Transferring Inventory to Another Cost Center
Requesting Inventory from Another Cost Center Using an Existing List
Transferring Inventory to Another Cost Center Using an Existing List
11
Inventory Management
Creating an Inventory by Count Cycle
Creating an Inventory Count by List
Creating a Blank Inventory Count
Editing Items While Creating a New Blank Inventory Count
Viewing Inventory
Grouping and Sorting Inventories
Freezing and Unfreezing the Count
Booking an Inventory
Unbooking an Inventory Count
Canceling a Count
Generating the Inventory Variance Report
12
Manage Store
Changing the Units of Measure for an Item
Adding and Removing Item Units from the Included and Excluded Units Lists
Setting a Unit as the Default Store Unit
Configuring Item Prices
Managing Storage Locations
Standard Storage Locations
Sorting Items in Standard Storage Locations
Advanced Storage Locations
Sorting Items in Advanced Storage Locations
Assigning Standard Storage Locations to Items
Editing Standard Storage Locations
Changing Standard Storage Locations to Advanced Storage Locations
Assigning Advanced Storage Locations to Items
Editing Advanced Storage Locations
13
Stock on Hand
Viewing the Current Stock on Hand
14
Waste
Creating a Waste Document by List
Creating a Blank Waste Document
Viewing Waste Documents
15
Recipes
Creating a Recipe
Weighed Stock Depletion
Editing Ingredients in a Recipe
Scaling a Recipe
Printing a Recipe
Deleting Recipe Ingredients
16
Search/Replace Recipe Ingredients
Replacing a Recipe Ingredient
17
Production
Creating a Production by List
Creating a Blank Production
Viewing Productions
18
Forecast Out of Stock
Viewing Stock Forecasts
19
Preparation and Thaw Pull
Viewing Prep and Thaw Pull Statistics
20
Yield Management
Creating a Yield by List
Creating a Blank Yield
Viewing Yields
21
Event Menu Planning
Event Menu Item Classifications
Configuring the Event Menu Plan Overview and Details Pages
Enabling Event Menu Planning for a User
Enabling Menu Planning by List
Creating an Event Menu Plan
Creating an Event Menu Plan from an Existing List
Changing the Menu Level of Items in an Event Menu Plan
Deleting Menu Items from an Event Menu Plan
Viewing and Modifying Saved Event Menu Plans
Printing Recipes for Linked Recipes and Items in an Event Menu
22
Menu Item Linking
Sync Menu Items from Reporting and Analytics Release 20.1
Menu Item Linking With Negative Quantities
Linking a Menu Item to Other Menu Items
Linking a Menu Item to Recipes
Linking a Menu Item by Order Type
Unlinking Menu Items
23
Booking Sales
Assigning a POS System
Menu Levels from a POS System
Viewing Devices
Booking the Sales of Menu Items Not Found
Booking the Sales of Locations Not Found
Booking the Sales of Inactive Menu Items
Booking the Sales of Menu Items Not Linked to Items or Recipes
Booking Unbooked POS Waste Checks
Viewing Cost Centers With Missing Sales
Viewing Booked Sales and Unbooking Booked Sales
24
Master Data
Audit Trail
Setting Up Over Groups, Major Groups, Item Groups, Items, and Vendors
Creating an Over Group
Deleting an Over Group
Creating a Major Group
Modifying a Major Group
Deleting a Major Group
Creating an Item Group
Modifying an Item Group
Deleting an Item Group
Major Group Codes, Sub Group Codes, and Item Group Codes
Creating a New Item
Modifying an Item
Adjusting the Visibility of an Item
Assigning a Standard Price to Multiple Items
Copying Standard Item Prices from One Cost Center to Another
Deleting an Item
Creating a Unit
Modifying a Unit
Production Units
Creating a New Production Unit
Modifying a Production Unit
Master Data Translation
Translating Master Data Items
Recipe Groups
Creating a Recipe Group
Modifying a Recipe Group
Preparation Types
Creating a Preparation Type
Modifying a Preparation Type
Waste Over Groups
Creating a Waste Over Group
Modifying a Waste Over Group
Waste Groups
Creating a Waste Group
Modifying a Waste Group
Nutrient Groups
Creating a New Nutrient Group
Modifying an Existing Nutrient Group
Reason Codes
Creating a New Reason Code
Add Rating to a Reason Code
Modifying an Existing Reason Code
Categories
Creating a New Category
Modifying an Existing Category
Vendors
Creating a Vendor
Configuring Order Settings for a Vendor
Configuring Delivery Settings for a Vendor
Configuring B2B Settings for a Vendor
Configuring B2B Item Catalog for a Vendor
Configure FTP Settings
Vendor Groups
Creating a New Vendor Group
Modifying a Vendor Group
Cost Centers
Creating a New Cost Center
Modifying a Cost Center
Adjusting the Visibility of a Cost Center
Clients
Creating a Client
Modifying a Client
Assigning a Client to a Cost Center
Taxes
Creating a New Tax
Modifying a Tax
Adjustment Types
Creating a New Adjustment Type
Modifying an Adjustment Type
Fiscal Fields
Foreign Currency
Creating a New Foreign Currency
Modifying a Foreign Currency
Linking a Foreign Currency to a Vendor
Visibility Criteria
Creating a New Visibility Criteria
Modifying a Visibility Criteria
Account Classes
Creating a New Account Class
Modifying an Account Class
Assigning an Account Class to a Cost Center
Menu Groups
Enabling Menu Groups for a User
Creating a Menu Group
Additive Groups
Creating an Additive or Allergen Group
Deleting an Additive or Allergen Group
Additive Management
Creating an Additive or Allergen
Assigning an Additive or Allergen to Items
Copy Additive or Allergen Assignments from an Existing Item
Deleting an Additive or Allergen
25
Maintenance
List Management
Creating a Order List
Creating a Requisition/Transfer List
Creating an Inventory List
Creating a Waste List
Creating a Yield List
Creating an Automatic Yield List
Creating a Production List
Creating an Event Menu Plan List
Creating a Master Order List
Opening and Modifying a List
Deleting an List
Scheduler
Scheduler Jobs
Creating a New Job
Viewing Executed Jobs
Reporting and Analytics Interface
Syncing Information to Reporting and Analytics
Recalling a Service Log
Financial Calendar and Periods
Providing Access to the Module
Creating and Editing Periods
Delete Financial Periods
Master Cost Centers
Setting a Master Cost Center
Assigning Cost Centers to a Master Cost Center
Copying Menu Item Links from a Master Cost Center to Assigned Cost Centers
Deleting a Master Cost Center
Settings
Settings
Order Settings
Receipt Settings
Invoice Settings
Transfer Settings
Waste Settings
Yield Settings
Inventory Settings
Production Settings
Event Menu Plan Settings
Item Settings
Vendor Settings
Recipe Settings
Uploading Recipe Images
VPI Settings
Language Settings
Configuring the Price Format
Changing the Base Unit Names
Enabling Nutrient Status Visibility in Items and Recipes Pages
Adding a Nutrient
Editing a Nutrient
Deleting Nutrients
Uploading the Organization Logo
Configuration
Import Master Data
Nutrient Catalog
Nutrient Catalog Licensing
Importing a Standard Catalog
Importing a Custom Catalog
Updating a Standard Nutrient Catalog
Deleting a Nutrient Catalog
Vendor Cost Center Profile
Creating Customer Numbers for Cost Centers
Vendor - Cost Center
Assigning a Vendor to a Cost Center
Document Numbers
Modifying Existing Document Numbers
Order Cycles
Creating a New Order Cycle
Modifying an Order Cycle
Using the Order Cycle XLS Template
Count Cycles
Creating a New Count Cycle
Adding a Template to a Count Cycle
Assign a Cost Center/Stores to the Count Cycle
Adding Inventory Items to a Count Cycle
Deleting a Count Cycle Template
Deleting a Count Cycle
Modify an Existing Count Cycle
Central Ordering
Viewing B2B Orders
Order Calculation
Modifying an Order Calculation
Order Calculation Lookup
Looking Up the Calculated Order
Cost Centers and Locations
Creating a Cost Center
Link a Cost Center to a Revenue Center
Location Level Configuration
Costing Methods
Configure Global Costing Method
Cost Center Areas
Configuring Cost Centers to Transfer Inventory
Configuring Cost Centers to Request Inventory
Removing Transfer From/To Capabilities from a Cost Center
Copying Transfer and Request Settings to Another Cost Center
User Management
Modifying and Assigning Rights to a User
Filtering User Access by Cost Center
Assigning Recipe Groups to a User
Deleting Users
Role Management
Modifying and Assigning Rights to a Role
Assigning Recipe Groups to a Role
Deleting Roles
Task Management
Creating a New Task
Mobile Solutions
Configuring Mobile Solutions to Interface with a Specific Organization
Interface Definition
26
User/Role Rights
Purchase User/Role Rights
B2B Solutions User/Role Rights
Cost Center/Store User/Role Rights
Production User/Role Rights
Master Data User/Role Rights
Mobile Solutions User/Role Rights
System User/Role Rights
Mobile Solutions 2010 User/Role Rights
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