![]() Note: Inventory Items that have an assigned Item Number can be searched for by that number.The other three options are based on entering the name, number, or at the minimum the first two letters, of the desired Inventory Item into the Search Bar to view a listing of all related items. The first option reviews the filtering capability of the Search Menu. Inventory Items can be filtered through the Search Menu or the Search Bar and then added to a Storage Location. Only Inventory UofMs can be used for items on an Inventory Count. Important Note: When adding Inventory Items, ensure they are added with the correct Unit of Measure. Edit Inventory Items - Inventory Items that have been added to Storage Locations can be easily viewed by clicking the list extension arrow and can be deleted in the listing via the trash can icon or moved to another Storage Location by checking the desired item, clicking the 'Edit Selected' button, and selecting the new Storage Location.Therefore, reorganize Storage Locations if needed by clicking either 'Move Up' or 'Move Down' in the Storage Location Menu or by simply dragging and dropping the Storage Locations in the correct order Rearrange Storage Locations - Storage Locations should be arranged in the order that makes the most sense for entry purposes.Edit Storage Locations - Storage Location names can be edited and deleted via the menu icon listed next to the desired Storage Location.Three actions can be done from this listing: When completed, Storage Locations will be displayed along with the number of items that are included within each location for a quick reference. To begin, click the 'New Storage Location' button to create all necessary Storage Locations for this template. View more details on how via the Inventory Items sub-section below. Storage Locations can be built out first before adding Inventory Items or both can be done simultaneously. The bottom half of the sidesheet is where Storage Locations and their corresponding items will be added. If toggled off, the Inventory Count will not have an impact on the General Ledger Inventory Templates and Counts are unique to each Location in R365, but can be copied for another Location from the Inventory Template Action MenuĤ) GL Posting - This toggle enables the Inventory Template to post to the General Ledger when toggled on. This will be displayed and referenced in the Inventory Template listingĢ) Frequency - This User-defined field states how often this Inventory Count Template will be used (i.e., 'Nightly', 'Weekly', 'Monthly', etc.)ģ) Location - The Location that will use this Inventory Template. This will open a 'New Inventory Count Template' sidesheet where the following information will need to be entered.ġ) Name - A unique name for the Inventory Template. If a template is edited while it is in use, then it will be updated to reflect the structure of the 'In Progress' count when that count is marked as completed and/or approved.Ī new Inventory Template can be easily created by navigating to the Inventory page, clicking the '+ Create' button in the top, right corner of the page, and then selecting 'Inventory Count Template'. Important Note on Updating Inventory Count Templatesīefore updating an Inventory Count Template, ensure that all counts using that template are completed and/or approved. Move Inventory Items to a Different Storage Location.Important Note on Updating Inventory Count Templates.This article covers the following topics: Click here to learn more about exporting and importing Inventory Count Templates. Inventory Count Templates can be exported and then imported to create a new or update an existing template. Templates can easily be updated as needed and copied to other Locations for efficiency purposes. ![]() When creating a template, Users can create the names of and organize items within each Storage Location to best reflect the needs of individual Restaurant Locations. ![]() Inventory Templates are custom-made counts that are routinely put in use. Click here to learn more about the Smart Ops Release. This is a part of the Inventory Counts feature in the Smart Ops Release. ![]()
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