Adding & Editing Stock Items

15 July 2021 10:38

	Table of Contents
	Adding Stock Items Food Categories Super Category Category Sub Category Editing Stock Items Discontinue Stock Items Deleting Stock Items

Adding Stock Items

Go to the Kitchen Manager Admin tab [1], select the Stock Items [2] option in the Explorer Pane and click either the Add stock Item [3] button or an Existing Stock Item [4] (i.e Whole Brown Lentils).

After entering data in the stock item fields, click either the Save Button [5], this will close the Add Stock Item window, or click the Save & New Button [6] which will save the Stock Item and keep the Add Stock Item window open to add another Stock Item.

To populate the Stock Item fields use the information provided by the supplier as follows:

Code
Stock Item
Supplier
Super Category
Category
Sub Category
Pack Contents / Weight per Pack / Base Unit Of Measure (UOM) i.e. Kg
Price
Priced by Pack
Note
Picture

When the New Stock Item has been added to the Stock Items table use the Nutrition [12] information to populate the Nutrition data [13] and the Ingredients and Allergen [14] to record the Allergens [15] and Ingredients [16].

When you have filled in the Allergen, Nutrition and Ingredient details click Save [17].

Food Categories

The Stock Item Super Category [1] is a mandatory field when creating Stock Items. The Category [2] and Sub Category [3] are not mandatory but using these Categories can improve stock organisation.

Creating new Categories

To create new Categories, go to Kitchen Manager Admin and expand the Food categories option in the side menu.

Super Category

The Super Category [1] is a mandatory field for Stock Items to be catalogued into. Click the Add button [2] to create a new Super Category, give it a Description [3], and click Save [4].

The Export [5] button generates an Excel document which lists all the Super categories you see on screen.

Sub Category

Select Sub Category [1] and click the Add button [2] to add a new Sub Category to a Super Category. Select the Super Category [3] and Category [4] then give the new Sub Category a Description [5], and click Save [6].

The Export [7] button generates an Excel document which lists all the Super categories and their assigned Categories and Sub Categories you see on screen.

Editing Stock Items

Go to Admin [1] > Stock Items [2] > select the Stock Item [3]

Update the existing stock items details with the Details [1] from your supplier.

When updating the Stock Item details it is advisable to review and if necessary, update the Allergens [2], Nutrition [3] and Ingredients [4].

When all the Stock Item details have been updated click Save [5].

Stock Items Change record

When changes have been made to a Stock Item a Catalogue Change email is automatically generated by the system and sent to Admin users and Area Managers to provide them with a record of the changes that have been made. For example, Stock Item A6437 (Chopped Tomatoes in Tomato Juice) [1] price increased from £2.09 [2] to £2.59 [3] as well as an increase in Pack contents [4] and Units per pack [5].

These changes can also be reviewed in the Admin Stock Changes [6] log.

The following field changes are recorded:

Price
Name
Category
Quantity per unit
Units per pack
Priced By
UOM
Discontinued

Discontinue Stock Items

Go to Admin [1] > Stock Items [2] > select the Stock Item [3] > click the Discontinued checkbox [4] and click Save [5]

When a Stock Item is Discontinued an X will appear in the Discont. Column [6] for that item.

The Stock Items default table view is set to Hide Discontinued [7] so any items that have been marked as discontinued will not be visible on the table.

NOTE Items that have been set to discontinued will still be visible on the Stock Items table until you reload the table, to view discontinued items change the Table view to Show Discontinued. Also, when a stock item is discontinued, it will still be visible in the Stocktake app on the tablet until the quantity is 0.

Deleting Stock Items

Important: Deleting a Stock Item is a permanent action, it cannot be undone. This will have an impact on any Menu Items that use this stock Item as an ingredient.

If a Stock Item is deleted its history remains on the system for previous orders and stock takes.

Go to Admin [1] > Stock Items [2] > select the Stock Item [3] > click Delete [4]

The Delete Stock Item Alert opens to confirm the Delete action. After clicking OK [5] a second confirmation pop up will open to confirm the delete action, click No [6] to complete the action.