Catalog Page

The Commissary Catalog houses all items marked as Commissary Items in the New Commissary module. Once items are added to this page, they can be managed from their item record or directly from the grid. Multiple fields are editable from the Catalog grid, enabling admin users to make updates to Commissary as needed without having to open and save multiple item records in one sitting.

Commissary Items can be added from the grid and then edited or deleted directly from their item record. Click here to learn how to add, copy, and manage Commissary Items.

Navigation

Navigation Steps

Open the Inventory app.
Expand Commissary.
Click Catalog.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Page Functions and Table Columns

In addition to the list functions explained below, lists can also be filtered to display in ascending or descending order by clicking the column title. The list can then be further filtered after the initial sort by holding down the Shift key on your keyboard and clicking another column header.

	Field	Description
1	Search Bar	Filter the listing based on the values entered.
2	Add Items	Add new commissary items.
3	Table Actions	Table Views - Saved table filters and column settings. Click on a view to display the table with the saved filter and columns settings. Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view.
4	Commissary Item	View the name of the commissary item. Click to open its details.
5	Item Type	Display the item type used in commissary. Options include Purchased or Recipe.
6	ID	Edit the commissary ID directly from the grid.
7	Available	Toggle to show if the item is available (blue) or not (gray) to order. Affects all related commissary order guides. Catalog-level availability changes apply only to Order Guide items that remain linked to the Catalog; once availability is overridden on an Order Guide, that row keeps its local setting and no longer updates when this toggle changes. Marking an item as unavailable is beneficial for Seasonal Items, among others.
8	Category	Assign a category tag. Click into the field to choose or manage categories. Remove by clicking the 'x' icon next to the category.
9	Selling UofM	Select the unit of measure the item is sold in. Choose from a dropdown of UofMs that match the item type.
10	Order Guides	View connected order guide(s). Click to see linked guides.
11	Cost	Show the current cost at the commissary location. If there are multiple locations, displays the average. Commissary Item costs that are listed as $0 will not be included in this average.
12	Markup	Set the markup percentage, dollar amount, or flat rate. Edit directly from the grid. Updates the selling price. Accepts positive or negative values. This will automatically update the Selling Price . Markup Types include: - The percentage of the cost that should be marked up - The dollar amount that should be added to the cost - The flat rate price of the Commissary Item regardless of its cost. The Markup Amount can be entered as a positive or negative value.
13	Selling Price	Show the selling price, calculated from cost and markup. Editable directly from the grid, which will recalculate markup.
14	Source Item	Link to the connected purchased or recipe item. Click this field to open its connected Purchased or Recipe Item record
15	Sales Account	Select or edit the sales account from a list of all Sales or Cost of Sales GL types.
16	Taxable	Toggle to indicate whether the item is taxable (blue = taxable, gray = not). If on, it’s automatically marked 'Taxable' on the AR Invoice or AR Credit Memo forms.

Bulk Actions

A screenshot of a computer Description automatically generated

Users can complete the following grid functions from the toolbar menu that appears when one or more Catalog Items are selected:


	This will add the selected Commissary Item(s) to an existing Order Guide. When clicked, the 'Add to Existing Order Guide' modal will appear where the User can choose the Order Guide(s) that the item(s) will be added to when 'Apply' is clicked.
	This will create a duplicate record of the item(s). Each new item will include a '[COPY]' note before the Item name and can be updated to include a different Name, Unit of Measure, Cost, and more depending on Commissary. needs
	This will instruct the system to delete the selected item(s) from the Catalog. A confirmation modal will appear where the User can confirm the deletion before officially being removed from the grid.
	This will close the toolbar menu and deselect all selected items.

Create and Edit Commissary Categories

Commissary Categories are used to group items for filtering purposes within the Commissary Catalog page. Categories can be created and managed from the Catalog grid.

Create a Category

To create a new Category:

Click into any Category field.
From the dropdown, select Edit Commissary Categories.
This will enable editing for all the commissary categories on the list.
Click New Category.
Enter the name of the new category.
Click Apply to save the changes and add the new category.

Edit a Category

To edit a category:

Click into a Category field.
From the dropdown, select Edit Commissary Categories.
This will enable editing for all the commissary categories on the list.
Click the category that needs to be edited.
Edit the name of the category.
Click Apply to save the changes to the category.

To delete a Category by clicking the 'x' icon next to the Category name and then 'Apply' at the bottom of the menu

Commissary Catalog: Add and Manage Commissary Items

Commissary Items can be added and managed from the Catalog grid. Click here to learn the details on adding and editing Commissary Items.