How do I sort my Inventory Guide from sheet to shelf, edit ingredients, copy inventory guides, & print them (V6)?

This article provides information and steps on how to sort your inventory order guide from sheet to shelf, edit ingredients, copy inventory guides, and print guides for clients who have migrated to Decision Logic’s V6 platform. Check out this article for brands with our V5 platform.

Overview

Inventory is a complete list of all the items or raw materials required to prepare dishes, including food, spices, paper items, cleaning supplies, linens, merchandise, liquor, beverages, etc.  Counting inventory helps track ingredients coming in and out of your restaurant.

The brand or franchisee determines the inventory cycle.  For example, weekly, monthly, bi-monthly, quarterly, etc.

Sheet to shelf is when you sort your inventory guide to reflect your store’s layout.  Sorting your guide will help you quickly find items when counting inventory.

You can drag and drop items into locations, sort the location order, and sort items within each location.  You can also print your inventory guide(s) and copy a guide setup from one store to another. For example, brands may copy a guide when opening a new store with a similar or exact layout from an existing store.

Decision Logic recommends sorting your inventory guide(s) before counting inventory.  This will make the counting process faster with less room for errors.

Table of Contents

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

Video

Check out this video on how to sort your inventory guide.

 

Sort Inventory Guide

Decision Logic recommends sorting your guide from sheet to shelf for a faster inventory count. Follow the steps below to sort your regular inventory guide.

Navigate to:

Operations > Inventory > Inventory Home

 

  1. Select a Store if you have access to multiple stores.

  2. Click Guide Setup.

     

  3. Select Active from the filter option. There are other filters you can select from if needed.

     

  4. Drag & drop in a Location Name.

     

  5. Highlight a Location Name and drag it up or down to sort the location on the guide.

     

  6. Click Edit. This allows you to sort items inside each location and remove items from locations if needed.

     

  7. Drag up or down to sort the item.

    1. Flame Icon:  represents Hot Item Inventory and will appear on the Hot Item Inventory guide.

  8. Add Comments, if needed.

  9. Click X to remove an item from this location. This will keep the item as part of the ingredient list. However, it will not appear in the location it is removed from.

  10. Check Hide Location if you want to hide a location from appearing on the Inventory Guide. However, the location will still appear in the Inventory History.

 

 

Edit Ingredient on Guide

Users can edit ingredients by marking them inactive, adding them to hot item inventory, and removing them from associated locations.  Hot item inventory allows stores to track high-variance and high-cost ingredients more detailed.

Navigate to:

Operations > Inventory > Inventory Home

 

  1. Select a Store if you have access to multiple stores.

  2. Click Guide Setup.

     

  3. Highlight an item.

  4. Click the pencil icon.

     

  5. Adjust the Product Details:

    1. Inactive:  Check box to inactive the item (ingredient) no longer in use and remove from the regular inventory guide and hot item inventory if the hot item inventory box is unchecked.

    2. Hot Item:  Check the box to add to your Hot Item Inventory.

    3. X icon:  Click to remove the from a location.

  6. Click Save.

 

 

Copy Guide Setup

The inventory guide has all items in the unassigned location when opening a new store.  If the new store has a similar layout to an existing store, users can copy an inventory guide from a current store to the new store.  The copied guide will sort items within each location.  

Decision Logic encourages users to review the copied guide to ensure no additional changes are needed.

Copying an existing order guide to a new store saves time building an inventory guide.  Follow the steps below to copy an inventory guide from one store to another quickly.

Navigate to:

Operations > Inventory > Inventory Home

 

  1. Select the new Store if you have access to multiple stores.

  2. Click Guide Setup.

     

  3. Click Copy Setup From Store.

     

  4. Select the Store whose inventory guide you wish to copy.

  5. Click Copy From Store.

     

The copied store will adjust the current store’s inventory guide for items within each location.

 

 

Printing a regular or hot item inventory guide is simple and takes place by navigating to:

Operations > Inventory > Inventory Home

  1. Click Download Inventory Guide.

    1. For hot item inventory, click Download Hot Inventory Guide.

       

  2. Check the Locations you want to print.

    1. Hot Inventory Guide prints all locations.

  3. Click OK.

     

The guide will download.  Print as you normally would.