Inventory Items

The Inventory Items page lets you view the settings of each inventory item and modify it if required.

To access Inventory Items settings:

Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.
In the Settings window:

Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.
1. Select Inventory from the Filter drop-down list.
2. Click on Inventory Items from the List box in the left pane.

Users cannot create inventory items in Cleaview. Contact your CLEARVIEW Support Team for assistance in creating inventory items.

The following information is displayed on the settings page for the Area* and Store selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

Item Description: The name of the inventory item.
Sub-Category: The sub-category under which the inventory item is classified.
Ordering Control:
- Yes indicates that the forecasted product mix generated through the Forecasting page is used to calculate the theoretical usage The estimated usage of an inventory item based on menu item sales, recipes mapped to the menu items, sales assumptions and waste recorded. for the item.
- No indicates that either the theoretical usage The estimated usage of an inventory item based on menu item sales, recipes mapped to the menu items, sales assumptions and waste recorded. isn't being tracked, or if it is being tracked, the forecasted case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. is used to calculate the theoretical usage The estimated usage of an inventory item based on menu item sales, recipes mapped to the menu items, sales assumptions and waste recorded..
Carried*: Yes indicates that the store currently carries the item, while No indicates that the store does not carry the item.
Status: Active indicates that the item is presently included in the Inventory Item by Location settings for stores in your organization, while Inactive indicates that it's not.
Current Product*: The supplier product mapped to the inventory item.

The details of an inventory item can be found on the Inventory Item Information page.

View Details of an Inventory Item

Go to Inventory Items settings.
Select the Area* and Store from the drop-down list.
Use the filters Drop-down boxes that let you select from the options available. to find a particular item(s) if required.
Click on the Go button.
Click on the name of the item that you want to edit.
In the Inventory Item Information window:
1. Make changes to the details in the Basic Info tab if required.
2. Click on the Update button if you made changes in the Basic Info tab.
3. Click on the Store Info tab.
4. Make changes to the details in the Store Info tab if required.
  - Set Carried in Inventory to Yes if the store carries the item or No if it no longer carries it.
  - If the store carries the item, select the supplier for the store from the Supplier Product drop-down list.
    If you can't find the supplier for an item, you might need to contact your support team to link the item to the Supplier Product.
  - Set Use Last Purchased for Count?* to Yes to use the existing stock of the inventory item until it is depleted when a supplier product An inventory item in a package size available from a particular supplier. is no longer mapped to the item for the store, or to No to stop using the inventory item when a supplier product An inventory item in a package size available from a particular supplier. is no longer assigned to the item for the store.
5. Click on the Update button if you made changes in the Store Info tab.
6. Click on the Close button or when done.

Click here for descriptions of the controls available in Inventory Item Information.
Click here to learn how to create, edit and delete Inventory Sub Categories.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.