Maintaining Inventory Costs & Prices

 

1.    Follow the ‘Inventory>Full Search’ link on the Navigation Bar. Refer to the topic Updating Inventory Data for more detailed information on searching for an item.

2.     Select the appropriate Inventory Item by clicking the ‘View’ link.

 

To add or edit an item Price Segment

1.    Under the ‘Inventory’ tab, click ‘Add New Cost/Price’ buttons (under the grid). Remember, by CHANGING a pricing segment unit of measure, you could be affecting a recipe calculation. Use the ‘Which Recipe’ button to verify your recipe if a unit changes entirely (ie., cases to bags).

Helpful Hint: As a rule of thumb it is always a good idea to ADD new segments. Editing is acceptable for segments that were input incorrectly and need to be corrected.

2.    Enter or change the appropriate information. For more information on the field descriptions, refer to the topic Adding or Editing an Inventory Item .

3.    Click on the ‘Save’ button when finished, or click ‘Cancel’ to rollback any changes.

 

 

Stock

In Stock

1.    Enter the current stock level of this item. This field is only entered for new items.

Re-Order@

1.    Specify a re-order point for the item. The re-order point is used by Total Party Planner to generate the Inventory Re-order Warning report. Any item whose in stock amount falls below the reorder point will appear on the report.

 

Delete an Inventory Price Segment

1.    Select the item you wish to remove by clicking the ‘Delete’ link.

2.    Confirm the deletion by clicking ‘OK’.