Inventory Sessions

The Inventory Sessions page is the base page of the Inventory module. This page allows you to view; create; and post, un-post, and repost Inventory Sessions. Search for an Inventory Session The Inventory Sessions listing collects Inventory ses...

Mar 10, 2022 08:33

Inventory Items

The Inventory Items page allows you to view, edit, or deactivate existing inventory items. This page also allows you to create new inventory items.  Searching for an Inventory Item GL Code - To search for items that fall under a specific GL C...

Mar 10, 2022 08:32

Inventory Transfers - Edit Inventory Transfer

The Edit Inventory Transfer page allows Users to view and edit an Inventory Transfer. This page can be accessed by selecting an Inventory Transfer’s number on either the Incoming Transfers or Outgoing Transfers page.  The ability to edit an Invent...

Jun 14, 2023 16:17

Inventory: Commissary Transfers As Invoices

This article reviews commissary transfers within the Inventory module.  Article Topics Overview Commissary Transfers in Reporting Setup Inventory Module Settings Location Setup Vendor Records Vendor Purchase Items & Inventory Items Recipes...

Jan 15, 2024 15:02

Inventory: Incoming Transfers

This article reviews the Incoming Transfers page within the Inventory module. Here, users can view incoming inventory transfers as well as create new inventory transfers. Certain transfers can also be rejected or accepted directly through this page.  A...

Feb 09, 2024 17:20

Inventory: Storage Locations

The Storage Locations page allows Users to hierarchically assign Inventory Items to a Storage Location. A Storage Location tree view can be created for each Location, and will display on the left side of the screen. Folders can be created in the tree ...

Jun 14, 2023 15:51

Inventory: Inventory Item Price List

The Inventory Item Price List page allows Users to view Inventory Item prices for a selected date and Location. This can be used to do a basic audit of Inventory Item costs for a Location on a particular date. Inventory Price List Header ...

Jun 14, 2023 16:54

Waste Types

The Waste Types page allows you to create waste types for use in waste entries and templates. These typically include entries like spoiled, dropped, food tasting, etc.  New Waste Type: Select + NEW WASTE TYPE to begin creating a new waste type. From he...

Dec 01, 2021 15:52

Inventory Settings

The Inventory Settings page allows you to configure Inventory module settings. Only users with the proper permissions have access to the Inventory Settings. The following settings can be configured by selecting EDIT at the top left corner of the Inventory ...

Dec 01, 2021 15:52

Inventory Alerts - Unassigned Vendor Purchase Item

This feature is a part of the Inventory Alerts page.   The Unassigned Vendor Purchase Item Alerts Table displays Vendor Purchase Items (VPIs) whose associated Inventory Item is unassigned. In most cases, this alert is caused by an EDI Invoice importin...

May 18, 2022 15:40

Inventory Alerts - Storage Location

A Storage Location Alert is displayed when an Inventory Item’s associated Taking Unit has been removed and replaced by another Taking Unit or if an Inventory Item has no associated Taking Unit. The Storage Location Alerts Table:  This table displays th...

May 18, 2022 15:41

Inventory Alerts - Receive Units Pending Review

The Receive Units Pending Review Table displays all Receive Units that have yet to be reviewed. This table displays the following information:  Receive Unit, Vendor Purchase Items, Invoices, Vendor Code, Date Created, Container Size, and Conversion Unit.  ...

May 18, 2022 15:43

Inventory Alerts - Vendor Purchase Items Without Receive Units

The Vendor Purchase Items Without Receive Units table displays VPIs whose Receive Unit has been removed.  This Alert occurs when a User manually enters a VPI on the Invoice Details page and some time later the associated Receive Unit is removed. The V...

May 18, 2022 15:56

Inventory Alerts - Taking Unit

Similar to the Vendor Purchase Items Without Receive Units Alert, a Taking Unit Alert will be displayed when an Inventory Item’s Taking Unit has been removed.    The Taking Unit Alerts Table displays the following information: Inventory Item, Last U...

May 18, 2022 16:25

Inventory Alerts - VPIs Pending Review

A VPI Pending Review alert occurs when a VPI has yet to be reviewed.  The Pending Vendor Purchase Items table displays the following information: Vendor Purchase Item, Code, Inventory Item, Vendor, Location, Invoice Batch, Invoice, Posting Date, Invoic...

May 18, 2022 16:15

Inventory Alerts - Vendor Purchase Item Conversion Alerts

A Vendor Purchase Item Conversion alert occurs when a VPI does not have a conversion equation from the selected receive unit to the selected base unit.  You can prevent this alert from popping for VPI’s that have been tagged as “Exclude From Inventory” by ...

May 18, 2022 16:17

Inventory Alerts - Quick Cost

A Quick Cost Alert occurs when the Base Unit for a cost entered through Quick Item Costs does not align with the Base Unit of the Inventory Item. In most cases, this occurs when uploading a Quick Item Cost from an Excel file that contains incorrect data.  ...

May 18, 2022 16:19

Inventory Alerts - Bad AP Prices

A Bad AP Price alert occurs when an inventory item’s price exceeds its minimum or maximum price.  This alert is a reproduction of the Bad AP Prices page.  For more information on bad AP prices or the information displayed, see the Bad AP Prices page.  ...

Aug 19, 2022 08:19

Inventory Alerts - Inventory Item Converstion

Similar to the Vendor Purchase Item Conversion Alert, this alert is displayed when an Inventory Item does not have a conversion equation from the selected Taking Unit to the selected Base Unit.  Filter By Inventory Item -  To search for a specific i...

May 18, 2022 16:23

Inventory: Assigned Barcodes

The Assigned Barcodes page allows Users to view, create, and edit barcodes for Inventory Items. These barcodes are primarily used in conjunction with the On The Fly mobile app, where Users are able to take inventory by pairing their device with a barcode...

Jun 14, 2023 16:02

Inventory: Corporate Inventory

The Corporate Inventory page allows Users to view and enter corporate Inventory Item counts.  When the 'Changing Corporate Inventory Counts Requires Special Privilege' setting is enabled on the Inventory Settings page, only Users with the ...

Jun 14, 2023 16:07

Inventory: Find and Replace Items

The Find and Replace Items page allows Users to replace one or more Inventory Items associated with a Storage Location or a Quick Item Cost. This can be used to consolidate multiple Inventory Items that are labeled differently but are actually the sam...

Jun 14, 2023 16:22