Creating and Managing Items

Create an individual item

1. Go to the  Home tab, click on the expand triangle next to  Items and select  New.
2. Enter at least the Name and the Group of the item.
3. Enter details on purchase^M, sales and delivery units.
4. Enter prices for various price groups.
5. Go to the  Supplier items tab to enter supplier items linked to this item and enable  Purchasing^M.
6. Go to the  Properties tab to either copy ingredients and additives from   Components or   Supplier items^M, or enter your own data.
7. To be reminded of other items that are frequently booked together with this item, go to the  Suggested items tab and enter these other items.

Create a combo item

1. Select an item group that can contain components (recipe, menu, buffet, etc.).
2. Go to the new  Components tab in the side navigation.
3. Click on  Add >  Search items to insert existing items as components.
4. Click on  Add >  Item group and enter a new item name if you want to create a new component item on-the-fly.
5. If you want to create that new item as a master item, confirm the following prompt by selecting New and save the new item.
6. If the new component is meant to be only be available for this one combo item, select Cancel.

Create an inventory item^M

1. Select an item group that does not contain consumables (e.g. cutlery, technology).
2. Select a time reference (mandatory, optional, flat).
3. Click on Enable Inventory to open a new tab for entering inventory.
4. Go to the new  Inventory Tab and  Add any changes to your inventory.
5. Specify setup and teardown times.

Create a staff item^M

1. Enter the Name of the staff role and select an item group for staff.
2. Select a Time reference (mandatory, optional, flat).
3. Go to the new Staff members tab and  Add any staff who can be assigned that staff role.
4. Go to the  Equipment tab and  Add any equipment needed for this staff role (work clothing, technical equipment..).

Search for items

1. Go to the  Home tab and click on  Items.
2. Enter a search term or an item group and click on  Search.
3. If needed, access further detailed search options by opening the  Advanced search.

Modules: Calculations, Item Details and Recipes; Inventory Control; Shifts and Staff; Purchasing

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