The Inventory Item Management program allows you to add, update, delete, and clone POS inventory and recipe Items.
Generally speaking, inventory items are things that you sell through Point of Sale. These include such things as food items, beverages, hard goods, t-shirts, hats, golf balls, etc. Recipe items are the ingredients that make up a certain inventory item when grouped together. For example, your recreation center has a snack bar that sells hamburgers among other things. The hamburger would be considered the inventory item. The various ingredients that make up the hamburger (hamburger patty, bun, lettuce, tomato, pickle, etc.) are considered the recipe items.
Setting up inventory and recipe items allows the system to track the average cost of the recipe Item at the Unit of Measure (UOM) used within the recipe link to ensure that you are covering your cost of all the items that made up the Inventory Item. This then allows you to set up your hamburger price accordingly.
Of course, not all inventory items need recipe iItems. If your snack bar also sells bottled water, for example, the water would be an inventory item with no linked recipe.
Service Items and Tickets are maintained in their respective POS modules.
PSInventoryMain_Tab1
POS Inventory (PSInventoryMain_DataGrid)
The POS Inventory Item Management DataGrid lists all the POS inventory and recipe Items currently established in your system that you have Permissions to view. Scroll up/down to view the Items or scroll left/right to view additional details.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Buttons on the screen…
Click Add Inventory Item to continue to the POS Inventory Item Update screen to create a new POS Inventory Item.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group) and whether-or-not you have Default Records in your database for this Module.
Click Add Recipe Item to continue to the POS Inventory Item Update screen to create a new Recipe Item.
Highlight/select an existing record and click Change to continue to the POS Inventory Item Update screen to update information for a POS Iventory Item.
Highlight/select an existing record and click More • Delete to remove it from the database.
Note: Any financial information for the POS Inventory Item must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected POS Inventory or Recipe Item.
Click More • Bulk Create to continue to the Inventory Bulk Create Options dialog where you can create new Inventory Codes if desired. New Inventory Codes will be created based on existing Codes.
Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
Click More • Bulk Change to continue to the Inventory Item Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Inventory Items at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSInventoryMain_ButtonBulkChange.
Click More • Print Labels to continue to the Inventory Report where you can opt to print labels if desired. To print labels select the VSI - Inventory Labels Report as your Output Template.
Click Archive Past Sales to continue to the Archive Records program where you can archive past Inventory Items if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSInventoryMainMain_ButtonArchiveRecords.