Back Office: Inventory Menu Items

Back Office: Inventory Menu Items

  1. Sign into the Back Office.

  2. On the left-side Navigation Panel, click Inventory then Inventory Menu Items.


  3. The Inventory Menu Items page appears, which displays a tab containing All items then additional tabs for the items that are Linked and Unlinked. On this page, you can link the Inventory Items and Sub Recipes to the Menu Items. You can also define how much Quantity or Inventory Item, Sub Recipe and Modifiers we use to make the menu item. The Linking Status appears above the table. There are two fields at the top identifying the selected Item.


  4. All 3 tabs display the table which contains the following columns:
    1. Name: The name of the menu item.
    2. Price: (Mandatory) displayed based on the menu item price (not editable).
    3. Linked Status: The status of the menu item (Linked or Unlinked).
    4. Actions: Contains the Link Menu Item button.

Linking a Menu Item

  1. Click the corresponding Link Menu Item button of a Menu Item.
    1. Example: we’re going to link Fries with inventory item


  2. The Link Menu Item pane appears.
    1. Name: The name of the selected Menu Item here.
    2. Cost Type: The Cost Type such as Fixed or Variable (not editable, selected when creating the Menu Item).

  3. It’s broken down by Serving Size tabs (selected when creating the Menu Item), then sub-tabs for Ingredients and Modifiers.

    Ingredients
    Modifiers
    Ingredients
    The Ingredients tab has 3 options for adding to the recipe:

    Inventory Item – Select + Add Inventory Item. A new row with the following fields appears:

    1. Level – Select either Category or Sub Category from the dropdown.
      1. If Category, select the Category from the dropdown that appears.
      2. If Sub Category, select the Category along with its relevant Sub Category from the dropdowns that appear.
    2. Item – Select the Inventory Item from the dropdown.
    3. Recipe Unit – The options for the Recipe Unit selection will be based on the Item selection.
      1. Example: If the Item selected is Milk, then the Recipe Unit could be Pint or Gallon.
    4. Unit Price – This will be displayed based on the selected Item and is not editable.
    5. Quantity – Enter the desired Quantity. The Cost (to the right) will auto-populate based on this value.
    6. Cost – Displays the total Cost, which is auto-populated based on the established Unit Price and the entered Quantity. It is not editable.
    7. The Delete (trash can) appears at the end of an item’s row. When clicked, the Delete pop-up appears. Select Delete to confirm deletion of the Item, or X Close / Cancel to keep the item.


    Sub-Recipe - Select + Add Sub-Recipe. A new row with the following fields appears:

    1. Item – Select the Inventory Item from the dropdown.
    2. Recipe Unit – The options for the Recipe Unit selection will be based on the Item selection.
      1. Example: If the Item selected is Milk, then the Recipe Unit could be Pint or Gallon.
    3. Unit Price – This will be displayed based on the selected Item and is not editable.
    4. Quantity – Enter the desired Quantity. The Cost (to the right) will auto-populate based on this value.
    5. Cost – Displays the total Cost, which is auto-populated based on the established Unit Price and the entered Quantity. It is not editable.
    6. The Delete (trash can) appears at the end of an item’s row. When clicked, the Delete pop-up appears. Select Delete to confirm deletion of the Item, or X Close / Cancel to keep the item.


    Manual Entry - Select + Manual Entry. A new row with the following fields appears:


    1. Manual Entry – Enter the name of the Item. Maximum of 25 characters.

    2. Unit Price: This will be displayed based on the inventory item screen and it is non-editable. This is the price of the single quantity.

    3. Quantity – Enter the desired Quantity. The Cost (to the right) will auto-populate based on this value.

    4. Cost – Displays the total Cost, which is auto-populated based on the established Unit Price and the entered Quantity. It is not editable.

    5. The Delete (trash can) appears at the end of an item’s row. When clicked, the Delete pop-up appears. Select Delete to confirm deletion of the Item, or X Close / Cancel to keep the item.

    6. Below the Inventory Items, Sub Recipes and Manual Entry, the view the Total values appear for each, followed by Total Cost and the item’s Menu Price.




    Modifiers

    When a Menu Item has modifiers, you will be able to select the Modifier tab next to the Ingredient tab and view all the modifiers currently attached to this Menu Item, along with their prefixes.





    1. Recipe Unit – The recipe unit will be listed in the drop-down list.

    2. Unit Price – The price will be displayed here based on the recipe unit selection. If it is weighted average store, then the wt. avg. price column will be displayed or if it is latest unit price store, then the price per unit column will be displayed.

    3. Quantity – Enter the Quantity of the Modifier here. If Cut & Modify toggle is enabled then Quantity will be broken down (1/2, 1/3, 1/4) will be listed.


  4. Finally, the Total Cost will be displayed incase only Quantity is mentioned along with its Total Cost. When the Cut and Modify toggle is enabled (set to YES), then the Total Cost ½, Total Cost 1/3, Total Cost ¼ will appear.

  5. When ready to save the Item, click Save. The item’s settings will be saved and the ‘Item Saved successfully’ confirmation message appears.
    1. Click X Close at the upper right or Cancel at the bottom left of the pane to close without saving changes.