Daily Inventory

When using the inventory tracking/ideal food cost functions of the system, the Daily Inventory screen will record every inventory item that the store stocks.  This screen details the beginning inventory amount for each item, any delivery amount for the day as entered by the Add Invoice function, the ending inventory amount, the ideal ending amount (assuming Ideal Food Cost has been properly set up), and any variance from Ideal.  A physical count must be entered either daily, weekly, or monthly, depending on your setup, for inventory reports to remain correct.


Note: If you enter a manual ending inventory count and you are using the Ideal Food Cost feature, do not go back into the Daily Inventory Screen after entering your count.  The system will automatically recalculate the ending inventory values based on Ideal Food Cost, and the manual figures you had entered will be replaced.



Assembly Items

Assembly Items are inventory items that are made up of other inventory items. For example, Marinara Sauce is an inventory item that is made in the store and contains other inventory items. This allows the user to simplify Ideal Food Cost setup, as setting up a menu item that contains Marinara Sauce no longer requires figuring out what inventory items are contained in that very small portion of sauce.


It is recommended that when setting up an Assembly Item in your inventory, the name of the item be enclosed in brackets. This will sort those items at the bottom of the Daily Inventory screen.


Assembly items are not 'delivered' in the traditional sense, since you create them at the store.  When you make an assembly item, simply 'Count' the total number of items you have when you're done.  For example, if you have 20 Dough Balls and you make 10 more, enter a count of 30 in the Count column.  Doing this will also take the appropriate amounts of out of your inventory for the items used to create the batch.


Purchase Orders

The Purchase Orders function will prompt the system to suggest reorder quantities based on a future theoretical sales figure and allows you to print out a form with the quantities you wish to order.  Once you receive the order, you can load the Purchase Order items into an invoice with the 'load PO" button on the New Invoice Entry screen, located in Add/Modify Invoice.  This function was designed specifically for franchise-type operations that use a central commissary for inventory ordering/delivery.