This topic guides you through the key tasks for managing inventory items. The following tasks have been considered:

NOTE: Before adding new inventory items, you should first create inventory categories and locations where you want to hold those items. 

Viewing Inventory Items List

To view a list of existing inventory items

  • In the left pane of Back Office Management console, expand the Inventory node and click Inventory Items.

Modifying the Inventory Items

In the list of existing inventory items, you can click the inventory item name to display a tabbed page with the item properties similar to the following screen:

This page allows you to view and modify information on existed inventory items. For more information, see How to Modify an Inventory Item.

Adding Inventory Categories

To add new inventory category, complete the following steps:

  1. In the left pane of Back Office Management console, expand the Inventory node and click Categories.
    This displays a list of existing inventory categories similar to the following screen:
  2. Click Add, enter the category name, and click Save.

Adding Locations

To add new location for your inventory items, perform the following steps:

  1. In the left pane of Back Office Management console, expand the Inventory node and click Locations.
    This displays a list of existing locations similar to the following screen:
  2. Click Add, enter the location name, and click Save.

Adding New Inventory Items

After you created a category and location to hold an item, you can add new inventory item to your stock:

  1. In the left pane of Back Office Management console, expand the Inventory node and click Inventory Items.
    This displays a list of existing inventory items simililar to the following screen:
  2. Click Add and complete the Add Item form that opens:

    The Add Item form defines the following elements:
    • Name (mandatory): specifies the inventory item name;
    • Brand: specifies the item band;
    • SKU: specifies the item SKU;
    • UPC: specifies the item UPC (Universal Product Code);
    • Category (mandatory): from this list, select the item category;
    • UOM: from this list, select the unit of measurements for your item;
    • Reorder Point: specifies a minimum amount of items (in UOM), which requires to order this inventory item. 
      NOTE: To enable an automatic reordering this item, turn the Auto Ordering toggle button ON.
    • Active: when ON, makes this item active.
      NOTE: You can order only active inventory items.
    • Menu Item: when ON, automatically adds this item to menu items list.
    • Category (mandatory for menu items): from this list, select a menu category to which to add this item;
    • Base Price: specifies the menu item price.
  3. Click Save.

Commands of Items List Menu Bar

The Inventory Items list has the top menu bar:

The following menu commands are available:

  • Add: adds new inventory item;
  • Delete: deletes selected item(s) from the list;
  • Transfer: allows you to transfer selected items from one location to another location (see “Transferring Items” later in this topic);
  • Receiving: allows you to receive items from your vendors (see Stock Deliveries and Returns);
  • Make Order: makes new order of items (see Purchase Orders);
  • Filter: allows you to filter the items list by specific criteria;
  • Search: start typing a search key to display only items that match the search key;
  • Activity, Location, Category: allow you to filter the items list by these criteria. For example, if you select Fruits from the Category list, the Inventory Items list will contain only fruits.

Transferring Items

You can transfer received inventory items from one location to other location.

To transfer items

  1. In the left pane of Back Office Management console, expand the Inventory node and click Inventory Items.
    This displays a list of existing inventory items.
  2. On the top menu bar, click Transfer.
  3. From the Location list in the From pane, select a location from which you want to transfer items:

    TIP: You can optionally filter the items list using the Filter and Search control elements.
  4. Click  next to items you want to transfer:
  5. In the To pane, select a destination of this transfer, and specify an amount of items to transfer.
  6. When finished, click Save to confirm this transfer operation.

See also