Inventory Center- How to Add / Manage Items.

How to Add/Manage Items

Article Contents: This article contains step by step instructions on how to add/manage items through the Inventory Center.

Step-By-Step: 

Step 1: Click the "Settings" gear wheel icon from the top right corner of the window. Select " Inventory Center" from the left-hand menu.
 
 
Step 2: Select the  Add/ Manage Items  tab. Under this tab, is a list of existing items.
 
 
Step 3: Click  ADD ITEM to add a new item to inventory. The system will generate a new  ADD ITEM TO INVENTORY window. Fill in all the info then click  Save. The item will be added to the Inventory.

 
 

Step 4: Click " View/Edit" to modify the existing item. Click " Delete" to delete an item. To see the activity of the item click " Change Log." To clone an existing item click "Clone." 




Step 5: In the bottom right-hand corner of screen are the import/export options. Click the green  Excel button to export the data to Microsoft Excel. The data can be bulk imported or exported by clicking the appropriate button. 
 
    • Related Articles

    • Add Item to Inventory (Video)

      Article Contents: This article summarizes how to create a new item using the Inventory Center found within Settings. Step-By-Step: Step 1: Click on the Gear Wheel Icon on the top right corner of the screen. Step 2: Click on the Inventory Center ...
    • SETTINGS: ADD TIP AS LINE ITEM

      Article Contents: This article will show you how to allow for employees to add a tip to a Tab before the transaction is tendered out. This is also applicable for Tabs/Tables with many Customers, where an automatic Gratuity of a given percentage will ...
    • Manage Roles

      Article Contents: This article contains information on managing roles by adding or removing access to actions or modules. Settings -> Manage Roles -> Action Step-By-Step: Step 1: Click on the Gear Wheel icon on the top right corner of the screen. ...
    • Manage Inventory Categories (Video)

      This article offers a step-by-step guide on how to add, edit, and delete categories in the Inventory Center, which is part of the settings module. Step-By-Step: Step 1: To start, click the Settings icon at the top right corner of the screen and ...
    • Assigning group modifiers to items

      Article Contents: This article provides a step by step guide on how to assign group modifiers to items. Step-By-Step: Step 1: Click on Settings (gear wheel) followed by Inventory Center from the left hand menu. Step 2: Click on the Inventory Modifier ...