Setting up Inventory

Setting up Inventory

To begin, Click on this inventory icon, this redirects you to ‘Settings’ in the inventory module as seen below



Inventory Stores: This is used to set up inventory locations. It can only be  edited and not debited.


“Store Name”, what you would like the inventory store to be called Input
 “Description”, description of the store. It is not a required field.
“Location”, allows you to link an inventory store to a location. It is not a required field.
 “Status”, gives you the option of setting the status as either active or inactive.
"Disable menu item when out of stock checkbox" Checking this box suggests that menu availability should be turned off once an ingredient is out of stock.
"Save Store" 
Note: Once a menu item is out of stock before the disable menu checkbox is unchecked, the menu item would have to be restocked first before this action takes effect subsequently.


Measurement: this allows you set measurement as it pertains to your restaurant. 


“New” “Measurement name”, this is a name for a unit of measurement i.e. Cup, Litres etc. “Symbol”, this is a unique symbol for the measurement name i.e. C, Ltr etc.
Click “Save Measurement”
Note: You can add as many measurements as used by the restaurant.



Categories: This allows you to group similar ingredients. Grouping ingredients makes them easier to manage.


Click on “New”
Input “Category” this is a name given to a category. I.e. Drinks, Grains, Vegetables etc.
Click “Save”
Note: Categories can be created, edited and deleted on the inventory settings page. You can add as many categories as needed.


Brands: This contains ingredient suppliers. It can be your supplier, brand etc. 
An example, a restaurant that makes use of Heinz products can have Heinz as the brand name or a restaurant that gets ingredients from Shoprite can have Shoprite as a brand name.



Note: Brands can be created, edited and deleted on the inventory settings page. You can save as many brands as needed.


Inventory Accepted Variance: This is the acceptable difference between the expected and actual stock levels. i.e. 5%. This means that the restaurant has given room for a 5% difference in stock. This figure can also be Zero.

Reminders:


Reminders: This provides you with the option of setting reminders type (daily, weekly, monthly or yearly) and the time you would want to be reminded to check your inventory. To set up your reminder,



“Reminder Type” and select from the dropdown.
“Reminder Time” by selecting a time from the dropdown.
“Save Settings” to save.
Once the inventory reminder is saved, on the set date and time you would get a reminder to check your inventory.

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