This feature is part of the Smart Ops release


Existing Purchased Items and Recipe Items can now be viewed in Smart Ops on the Items page. Here, Users can view Items, edit Item details, and assign Items to Item Location Groups. 


Item Location Groups are used to define which Items can be used by each Location. By assigning Item Location Groups to Items, Users will only be able to view and edit Items that are associated with the Location(s) they have access to. Learn more about Item Location Groups here

  • Note: Item Location Groups are only available for Early Adopters


View a PDF tour of the Items page here.



Security


Users with the following Security Roles will have the ability to access the Items page:

  • Full Access (Primary)
  • Restaurant Manager (Primary)
  • Item Manager (Secondary)
  • Recipe Manager (Secondary)


Users with the following Primary Security Role will have access to create or edit Item Location Groups:

  • Full Access


Users with the following Security Roles will have the ability to assign Item Location Groups that contain Locations that they have access to:

  • Full Access (Primary)
  • Item Manager (Secondary)
  • Recipe Manager (Secondary)



Navigation



Access to the Items page is found in Smart Ops. To navigate there, first click 'Smart Operations NEW!' listed in either the Operations or Scheduling module.



In the left navigation pane, click 'Items' under 'Food' to open the Items page. 


Overview



1) Item Location Groups - Click to view or edit Item Location Group configurations

  • Note: Item Location Groups are only available for Early Adopters

2) Search - Enter two or more characters to search Item names for the entered text

3) Table Views - Click to switch view, save current view, or edit saved views


4) Filter - This allows the User to create a filter for the table. Click the filter icon to open the 'Filter Columns' window. Once open, click '+ Add Filter' to select the Column and Filter Type, then enter the Value that should be filtered. Select the 'Apply' button to filter the table for the information entered. Click the trashcan icon to remove a filter.



5) Columns - Click to add or remove Columns 

7) Refresh - Click to refresh the table and listed Items

8) Bulk Select Checkboxes - Select one or more checkbox to open the Bulk Select menu



Inline Editing


The following fields within the Item table can be edited directly on the page without opening the Item form:

  • Item Category 1
  • Item Category 2
  • Item Category 3
  • Cost Account
  • Inventory Account
  • Waste Account
  • Active
  • Cost Update Method


Inline Activating and Deactivating Items


Items can be activated or deactivated directly on the page by toggling the 'Active' toggle switch. 

  • 'On' indicates that the Item is active
  • 'Off' indicates that the Item is not active


Changes are automatically saved. 



Inline Editing Item Details


To edit an Item's details, hover over the desired field to open the inline editing entry box. Once the box is visible, it can be clicked to open the drop-down menu of all available options.


The drop-down list can be searched by entering two or more characters. Once text is entered, the drop-down list will be filtered for options that contain the search entered. 


Select the desired option from the drop-down list. The field will briefly refresh as the change is automatically saved. 

  • Note: Only options available in the drop-down can be assigned. New Item Categories and GL Accounts can not be created on this page.



To remove the current assignment, hover over the desired field to open the inline editing entry box. Once the box is visible, click the 'X' to remove the current assignment. The field will briefly refresh as the change is automatically saved. 




Bulk Edit


The following fields can be edited through the Bulk Edit menu:

  • Location Group
    • Note: Location Group bulk edits are only available for Early Adopters
  • Active
  • Key Item
  • Item Categories
    • Category 1
    • Category 2
    • Category 3
  • GL Accounts
    • Inventory Account
    • Cost Account
    • Waste Account


To Bulk Edit Items, check the checkbox for one or more Items to open the Bulk Edit menu. 



Once all of the desired Items are selected, click the pencil icon. The Bulk Edit form will open.


Select the Attribute to edit, then enter the Value that should be assigned to the selected Item(s). 

  • Note: The Value options are dependent on the Attribute selected. 



Click to save the changes to all of the selected Item(s), or clickto close without saving.



Attributes & Values


Location Group - Select Item Location Group(s) by checking the corresponding checkbox(es). Learn more about Item Location Groups here.

  • Note: Location Group bulk edits are only available for early adopters



Active - Select from 'Yes' and 'No'. 'Yes' indicates that the Item is active; 'No' indicates that the Item is inactive.



Key Item - Select from 'Yes' and 'No'. 'Yes' indicates that the Item is a Key Item; 'No' indicates that the Item is not a Key Item.




Item Categories - Select the appropriate option for each Category by using the drop-down menu



GL Accounts - Select the appropriate option for each GL Account by using the drop-down menu. The drop-down list can be filtered by entering part or all of a GL Account's number or name.