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Reduce the time it takes to inventory by organizing your inventory guides sheet to shelf.
Ingredients can be added to multiple locations within one inventory guide and moved to match the store shelf setup.
To access the store setup page navigate to Inventory Home > Guide Setup Tab
Note, you will want to select the store you want to edit before clicking the Guide Setup Tab.
The Inventory Guide Setup Page is separated into two columns.
The left column contains all active ingredients available for inventory and the right column includes the locations in which ingredients can be assigned.
Table of Contents
For additional questions or assistance please submit a support ticket by visiting the Decision Logic Help Center.
All training videos are located in the /wiki/spaces/CKB/pages/1121779733
Select an ingredient from the left panel and drag it to your location of choice.
To remove an ingredient selection, un-check the box next to the ingredient
To remove all ingredients from selection, select the Clear All button located above the ingredients
After ingredients are selected drag the ingredients/s over to the location and drop to assign them to the location.
To Sort, Rename or Delete Inventory Locations displayed on the Inventory Guide navigate to Maintenance > Product > Inventory Locations
See Inventory Process for details on placing an inventory.
The Hide Location option on the Inventory Guide Setup page is referring to hiding the locations from the Inventory Guide only.
This will not hide the location in Inventory History.
Note, the comment will be saved automatically.
The store level comment will overwrite the comment set at the Inventory Set level.
Inventory guide set up can be copied to mirror another store setup. This functionality can reduce time in the initial setup process when adding new stores.
To copy an Inventory Guide Set up from one store to another:
Select Confirm to continue or Cancel.
Only ingredients available at both stores on the master inventory set from Maintenance > Inventory Set will be copied.
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