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