Up to three separate Item Categories can be assigned to each Purchased Item record and are used in various reports to create subtotals or filters.  Additionally, Item Categories can be assigned to Recipes that have been marked as 'Available in Inventory'.


Item Categories are different than Menu Item Categories and should be created and structured differently as well.  Click here for more information on Menu Item Categories.


Popular Reports that utilize Item Categories


AvT Analysis - Actual vs Theoretical efficiency with full drill down capability
Item Category Theo Variance - $ variance over time in any category per location (see trends of variances)
Item Price Change Analysis - see received cost fluctuations over time for each item
Item Theo Cost Analysis - (precursor to AvT Analysis)
Item Theo Variance - drill down FROM item category thoeo variance - shows item by item total variance $ trends



Item Category Examples and Naming Recommendations 


Category 1 - Typically these represents broad level categories

  • Food
  • Liquor
  • Beer
  • Wine
  • Supplies
  • Retail

Category 2 - Typically these represent the more detailed categories within each Category 1. Category 2s usually line up with P&L Accounts in the food categories (but not always)

  • Food:
    • Meat
    • Seafood
    • Dairy
    • Produce
    • Dry Goods
  • Liquor:
    • Vodka
    • Tequila
    • Gin
    • Rum
  • Beer:
    • Bottle Beer
    • Draft Beer and
  • Wine:
    • Red
    • White
    • Sparkling
  • Supplies:
    • Paper

Category 3 - These are used less often but can come in handy if you have a large Wine or Beer list (or a lot of different Meats)

  • Bottle Beer:
    • IPA
    • Stout
    • Amber
    • Ale
  • Wine:
    • Merlot
    • Cabernet
    • Chardonnay



Create Item Categories


Item categories can be created using the following methods:

  • Item Menu - Hover over the 'Item' menu, then the 'Setup' sub-menu, then the 'New Item Category' sub-sub-menu.  Click on the Item Category type you wish to create

  • An existing Item Category form - Hover over the 'Save' menu and select 'Save & New' to open a new Item Category form

  • Via Quick-add on the Purchased Item - On the Item Categories tab, type in the text of the new Item Category you want to add in the Item Category field and then hit the 'Tab' or 'Enter' keys and a Qucik-add prompt will appear and ask if you want to add this new category.  Click Yes and the Item Category form will open.


  • Via the Import Tool - Select 'Item Category' as the 'Option', and 'Create new' as the 'Type' as shown below.  Download the template by clicking 'Download Template' and proceed to complete the template in your preferred spreadsheet application.
    • Note: the 'Type' column on the template should be filled with the Item Category Number Type: 1, 2, or 3.



View and Edit Existing Item Categories


You can open an existing Item Category using the following methods:

  • Via the 'Item Categories' List - Navigate to the Operations Module - Inventory Subsection and select the 'Item Categories' list


  • On the Purchased Item record Item Category tab - Once an Item Category has been selected in the dropdown, you can click on the corresponding 'Item Category #' hyperlink to open that record in a new tab