This article covers the Settings tab of the New Purchased Item Record, coming soon to R365.


The Settings tab is where Users can edit the existing Settings for the Purchased Item. This tab features the same information completed during the New Purchase Item Record Creation.  


This tab is broken up into the following sections: 

General


From the General section, Users can make changes to the following information: 

  • Item Categories 1, 2, & 3 - Select Item Categories for the Purchased Item.  Click here fore more information on Item Categories 
  • Name* - Enter the Name for the Purchased Item as it will appear throughout R365. Purchased Item Names must be unique
  • Number - Enter a Number value for the Purchased Item. This value can be useful for filtering and sorting purposed in the 'Items' list.
  • Description - A description of the Item
  • Item Setting Checkboxes- Check or uncheck the following: 
    • Active - Check to make the Item active in R365. Active Items can be selected on AP Invoices and counted in Inventory Counts. Unchecking this box removes he Item from Item Selectors throughout R365
    • Key Item - Check to make the Item a Key Item. Key Items can be set on various Inventory reports to more quickly review the key / strategic inventory items 
    • Actual as Theoretical - Check to use the Actual Usage for this Item in place of the Theoretical Usage (via Recipes mapped to Menu Items) on the AvT Report


Item Accounts



From the Item Accounts section, Users can change the following:

  • Cost Account* - Select the GL Account where the Costs associated with this Purchased Item will be recorded (on AP Invoices, Inventory Count Inventory Adjustments etc.)
  • Inventory Account* - Select the GL Account where the Inventory Asset Value associated with this Purchased Item will be recorded (on AP Invoices, Inventory Count Inventory Adjustments etc.)
  • Waste Account - Select the GL Account to Debit upon entering a Waste Log

Note: This section is only available when Accounting is on. 


Units of Measure



From the Units of Measure section, Users can view or make changes to the following:

  • Measure Type* - Set a Measurement Type to identify the manner in which this item is measured throughout the system.
    • Important Note: This field is not able to be edited beyond the Item creation. However, copying this item record will enable the Measure Type to be editable.
    • Note: To connect different Measure Types, you must set an equivalency since equivalencies will not be automatically created
  • Reporting U of M - This UofM represents the most common way the Item is compared across multiple Locations
  • Inventory U of M* - Select the Inventory U of M for the Purchased Item.  Click here for more information on U of Ms. The first Inventory UofM is required while the secondary and tertiary Inventory U of Ms are optional
  • Measurement Conversions Toggle- Toggle on if a UofM Equivalence is needed
    • Note: Measurement Conversions or Equivalencies are needed when the Item needs to be referenced by any other Unit other than the Units allowed by the Measure Type.

      Example

       A Restaurant carries 5 gallon buckets of pickles in Inventory, but uses pickles in Recipes by the pound.



      To learn more about Measurement Conversions, click here. 

Cost Method



From the Cost Method section, Users can update the Cost Update Method:

  • Manual
  • Last Received 
  • Weighted Avg (Last 3)
  • Weighted Avg (Last Count)


To learn more about the Cost Update Methods, click here. 


Location Groups



From the Location Groups section, Users can edit the availability of the Item to Locations.

  • - Toggle on to make the item available to all locations
  •  - Toggle off to select specific Location Groups


Location Specific Settings


The Location Specific Settings section is only available when it is toggled on. From this section, Users can add and delete Location Specific Settings. 



Add a Location Setting


To add to the list, click the '+Add Location' button. In some cases, Users may need to scroll to the bottom of the list to locate this button. 




Edit the Information in the table.



Users should include the following: 

  • Location - Lists the specific Item Location
  • Inventory U of M - The Unit of Measure used for this Purchased Item in inventory at the  specified Location
  • Count U of M 2 - Second optional Unit of Measure for Inventory Count purposes
  • Count U of M 3 - Third optional Unit of Measure for Inventory Count purposes


Note: Only Locations that have different Inventory U of Ms, Selling U of Ms, or Selling Price Types need to be added.




Delete a Location Setting


To delete an individual Location Setting, click the 'X' icon on the Location.



To bulk delete, select the checkboxes for the Location Settings to delete, then click 'Delete.'


Sales 



The Sales section is only available to edit when toggled on. This section should be toggled on when the Item is a Sales Item that will be available on the AR Invoice. To read more about Sales Items, click here. 


Note: This Section is only available when Accounting is on.

 

Catering 



The Catering section is only available to edit when toggled on. This section should be toggled on when the Item is a Catering Item that will make this Item available for sale on Catering Menus in the Catering Module. Click here for more information on how to setup Purchased Items as Catering Items.