This tutorial will show you how to create a new inventory item. If you wish to add multiple items at once, we strongly recommend you check out how to quickly add multiple Inventory Items.

More than simple ingredients

Your inventory items are the foundation of your platform, they will be used in recipes, menu items, purchasing & reports. It is important to pay attention to their details. 

Create a new inventory item

On the Inventory Items page, select on the right-hand side the large green “New Inventory Item” button.

Basic information

  • First, give it a unique Description that is easy to recognize
  • Then select a Type. This could be Food, Liquor, Wine, Beer, Packaging, etc. We have provided you with a common list of Types, but feel free to add your own, specific to your restaurant. You can add one using the plus sign on the right side of the search bar.
  • Then select if this item should be on the Critical Inventory list. The critical inventory is a list of items that you want to track more closely. Usually daily. This is a great way to find out why a certain item has variances that require attention
  • Then, select the Usable Percentage
  • Storage. Where is this item located? Dry Storage, Walk-In, Freezer, Bar, Etc. We have provided you with a common list of Storage, but feel free to add your own, specific to your restaurant. You can add one using the "+" sign on the right side of the search bar.
  • Category. Here we need to identify what category of product your inventory item belongs to. You can select from Protein, Fruit & Vegetables, Dairy, Grains, Liquor, Wine, Bottled Beer, Draft Beer, Etc. We have provided you with a common list of “Categories”, but feel free to add your own, specific to your restaurant. You can add one using the plus sign on the right side of the search bar.

Suppliers & Costs

  1. Select a supplier from the list you have created under the “Supplier” tab or add one using the "+" sign on the right side of the search bar.
  2. Then enter the latest price paid for a case or unit of a product
  3. Enter the "Number of packages per case" or sleeves. Enter "1" if they are sold by the unit or if there are no packages. 
  4. Then indicate how many "Each package contains". Also, select the unit from the list for each package. Specify if it is a unit, a kilogram, an ounce, etc. If you are a bit lost, check out our examples of case breakdowns 
  5. You can add more than one supplier per item and have different pricing and case breakdown. Press the “+” button and follow the same steps.  

 

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