Inventory Categories

 

Create and customize the categories that your inventory items will be stored under. Each inventory item is assigned a specific category for ease of searching when setting up a recipe, or adding additional inventory items onto a custom Event. Categories are further divided into 4 classifications: Food, Beverage, Equipment, Other. Edit the categories under each classification, as your business requires.

 

1.    Select ‘Administration> Custom Lists> Update Inventory Categories’ from the Navigation Bar.

2.    Select an inventory classification (Food, Beverage, Equipment, Other) in the drop-down list at the top.

3.    Choose an edit option.

a.    Add a new category.

i. Click the ‘Add New Category’ button.

ii. Enter the new value and click ‘Save’.

b.    Edit a Category.

i. Click the ‘Edit’ link in the grid for the item you wish to edit.

ii. Update the value and click ‘Save’.

c.    Deleting a value:

i. Click on the ‘Delete’ link for the appropriate value you wish to delete in the grid.