How do I create & maintain Inventory Sets?

This article shows Decision Logic Administrators how to create and maintain inventory sets and assign stores to sets.

Overview

Inventory Sets are created to include all items a store has to count for inventory.   Brands can create multiple inventory sets at the administration level and assign them to various stores.  For example, their counts could be a set called food, beverage, catering, hot items, etc.  When an item is assigned to an inventory set, store-level profiles cannot remove them from the set.

When a brand creates a Hot Item Inventory Set and assigns the set to a store, that store is required to count those items. However, stores can flag additional items as hot item inventories when they deem them appropriate.  This allows stores to add items with high variance at their specific location.

Users can input Notes next to individual items that are added to an Inventory Set. The Notes will appear on the Digital Manager mobile application. Adding notes is a great way to build consistency across locations and support training efforts.

Create Inventory Set

Admins will first create an inventory set, then add or remove products (ingredients/items) to a set and assign stores. Begin by navigating to:

Maintenance > Product > Inventory Sets

1. Click Create Inventory Set.

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2. Give the inventory set a Name.

   1. Check Hot Item Inventory to create hot item inventory sets. Managers can add items to the set at the store level or remove items that they have added. However, any item added to the Hot Item Inventory Set at the Admin level cannot be edited at the store level.

3. Click Save.

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Admins will begin to add items to the set or remove them in the future and assign stores to the set.

Add Products

Once an inventory set is created, admins will need to add products to that set. Begin by navigating to:

Maintenance > Product > Inventory Sets

1. Click on an Inventory Set.

2. Click the Products tab.

3. Click Add Products.

4. Search for an Item or scroll through the list.

5. Check the box next to each item you want to add to the inventory set or Select All.

6. Click Add Selected.

Check the box next to the additional inventory measurements you want to include when counting inventory. The Inventory Measure will automatically be included. Admins can add Notes next to any item added to the inventory set. Checking the box and entering notes will automatically save in Decision Logic.

Remove Products

Admins can remove any product from an inventory set. Decision Logic does not recommend removing an item from an inventory set until all locations are no longer inventorying that item. We suggest simply altering the item’s name instead of removing the item completely. For example, changing the name to “zzzDNU”.

Additionally, raw ingredients associated with a prepped item need to remain on the Inventory Set for those counts to pull through to reporting correctly.

Begin by navigating to:

Maintenance > Product > Inventory Sets

1. Select the Inventory Set from the left panel.

2. Click Remove Products.

3. Search for an Item or scroll through the list.

4. Check the box next to each item you want to remove from the list or Select All.

5. Click Remove Selected.

    

6. Click Yes to remove.

Edit Additional Inventory Measures

Admins can uncheck the box under additional inventory measurements at any time. This will prevent the additional measurement from appearing on the web platform and the mobile app from inventories moving forward after the change. Users will still be able to make changes to posted inventories that have had additional inventory measures.

1. Select the Inventory Set from the left panel.

2. Click the Products tab.

3. Uncheck the box(es) you want to avoid appearing on the inventory when counting.

   1. This step will automatically save your choices.

Assign & Unassign Stores

Once an inventory set is created and items are added, admins will assign stores to the list.

1. Select the Inventory Set from the left panel.

2. Click the Stores tab.

3. Check the box next to each Store you want to at to the list or Select All.

   1. Uncheck the box to unassign a Store.

4. Click Save.

    

5. Click Yes.

    

Delete Inventory Set

Admins can delete an entire Inventory Set. All Stores and Products must be unassigned to the Inventory Set before it can be deleted. Deleting a set is permanent, and data related to that set will be lost.

1. Select the Inventory Set from the left panel.

2. Click the Products tab.

3. Remove each item on the list.

4. Click Stores.

5. Remove each Store on the list.

6. Click Delete.

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