This article covers multiple Count U of Ms using the Purchased Item Record. For information about multiple Count U of Ms using the Classic Purchased Item Record, see Multiple Count U of Ms (Classic Purchased Item Record).
Purchased Items and Recipes can be set up to use multiple Count U of Ms during inventory counts. For example, the Purchased Item "Romaine Hearts" could be counted three ways: "Case - 12/3 CT", "Bag - 3 CT", and "Bag (Chopped) - 2 LB". When counts are entered across multiple U of Ms, R365 automatically converts all quantities to the Reporting U of M to calculate the total.
Count U of Ms are set in the Units of Measure section of the Settings tab of the Purchased Item record. When assigned, they appear as additional Qty boxes on Inventory Counts. To use multiple Count U of Ms, follow the steps below. For more information about Inventory Counts, see Inventory Counts Overview and Security.
Security
The following permissions are required to set up multiple Count U of Ms:
Food → Purchased Items →
Create Purchased Items
View Purchased Items
Edit Purchased Items
Food → Recipes →
Edit Recipes
View Recipes
Create Recipes
Step 1: Update Purchased Item / Recipe Records
Update Manually
Purchased Item Record
Navigate to the Units of Measure section of the Purchased Item Record Settings tab and update the U of M values in the Count U of M 2 and (if necessary) Count U of M 3 fields. If a new U of M is needed, see Unit of Measure to create one first.
Recipe Record
Purchased Items include an Inventory Cost tab on the Purchased Item record by default. For Recipes, the Inventory Cost tab becomes available when Available In Inventory is checked on the General tab of the Recipe record. From the Inventory Cost tab, edit the Inventory units of measure.
Update via Import
To update via import:
Click steps to expand for additional information and images.
1) Export the data.
Navigate to the Items list under the Inventory subsection of the Operations module. Click the export button in the top right corner to export the full list of Items (Purchased Items and Recipes). Filtering the data before exporting is also acceptable. For more information, see Exporting Data and Using Filters.
2) Prepare the template.
Open the exported CSV file and remove unnecessary columns. For this update, only the following columns are needed:
The Name column maps to the Current Name value during import via the Import Tool. InventoryUofM is retained so the existing U of M is visible for reference when entering Count U of M 2 and Count U of M 3 values. The Type column allows filtering by item type, since Purchased Items and Recipes must be imported as separate files.
Since Count U of M 2 and Count U of M 3 are not included in the exported data, add them manually as columns D and E, as shown below.
3) Populate the data.
Enter the Count U of M values for each item as needed.
U of Ms must already exist in R365 before importing. To create a new U of M, see Unit of Measure. If the import returns an error, verify that all U of Ms in the file exist in R365 before re-importing.
4) Save the template(s).
When all updates are complete, add a filter to the column headers and filter the Type column to show only Purchased. If no Recipes exist in the data, save the file as a .CSV and proceed to Step 5.
If both Purchased Items and Recipes are included, create a separate import file for each type. Select all, then copy and paste the Purchased Items data into a new file and save it as a .CSV. Repeat the process, changing the filter to Recipe. Proceed to Step 5 after each file has been saved.
5) Import the template(s).
Navigate to the Import Tool and set the Options / Type as shown below (for a Purchased Item update).
Click Next to proceed to Map Fields. Set the Current Name value to Name from the template. Scroll to the bottom of the mapping fields to confirm that Count U of M 2 and Count U of M 3 are properly assigned.
When all fields are mapped, click Next and proceed to Import. Click Import to apply the updates. Repeat the process for Recipe items, setting the Option to Recipe Item.
Step 2: Perform the Inventory Count
Once all Purchased Items and Recipes have been updated with the additional Count U of Ms, create a new Inventory Count using an existing Inventory Count Template. For more information, see Create and Enter an Inventory Count.
Inventory Counts created before the Count U of Ms were added will not include the updated Count U of Ms. To count using the new U of Ms, create a new Inventory Count going forward.
Enter Counts with Multiple U of Ms (Browser)
When entering an Inventory Count in the browser, items with additional Count U of Ms display those U of Ms in the Unit of Measure 2 and Unit of Measure 3 columns. Items with only the required Inventory U of M display None in the additional columns.
Enter the count quantities in the appropriate U of M column. R365 automatically adds all quantities together to calculate the total in terms for cost and reporting. Save the Inventory Count when complete.
Enter Counts with Multiple U of Ms (Mobile)
When entering an Inventory Count in the mobile app, items with additional Count U of Ms display each U of M when entering counts for the item. Items with only the required Inventory U of M do not display additional units.
Enter the count quantities in the appropriate U of M column. R365 automatically adds all quantities together to calculate the total in terms of the Reporting U of M. Save the Inventory Count when complete.
This article covers Multiple Count U of Ms using the Purchased Item Record. To read about the Multiple Count U of Ms using the Classic Purchased Item Record, click here.
Items Available for Inventory (Purchased Items and Recipes) have the option of utilizing multiple Inventory Count U of Ms for the purpose of Inventory Counts. For example, the Purchased Item 'Romaine Hearts' could be counted three different ways: 'Case - 12/3 CT', 'Bag - 3 CT' and 'Bag (Chopped) - 2 LB'.
These Units of Measure are set in the 'Units of Measure' section of the 'Settings' tab of the Purchased Item record, and when assigned, will appear as additional 'Qty' boxes on Inventory Counts. In order to utilize Multiple Count U of Ms, follow the steps outlined below. Learn more about Inventory Counts here.
Step 1: Update Purchased Item / Recipe Records
Each Purchased Item will have the 'Inventory Cost' tab visible upon opening the record. To update Inventory U of M, and Count U of Ms on Recipes, the 'Available In Inventory' box must be checked on the 'General' tab of the Recipe record.
Update Manually
Navigate to the 'Units of Measure' section of the Purchased Item Record 'Settings' tab and update, as needed, the U of M values in the 'Count U of M 2' and (if necessary) 'Count U of M 3' fields. If a new U of M is needed, follow the steps to creating a new U of M.
Update via Import
Step 1: Export the Data
Navigate to the 'Items' list under the 'Inventory' subsection of the Operations module. Upon loading the 'Items' list view, click the export button in the top right corner to export the full list of Items (Purchased Items / Recipes). If you prefer to filter the data before exporting that is also acceptable. Click here for more information on exporting data and using filters in Restaurant365.
Step 2: Prepare the Template
Once the data has been exported, open the CSV file and begin by removing unnecessary data. When performing updates to records, it is recommended that only the data being updated (and the required data locator, typically the 'Name' value) be included on the update file. For this update, the only columns that will be necessary are as follows:
The 'Name' column will be mapped with the 'Current Name' value when we perform the import via the Import Tool. 'InventoryUofM' is retained so the User can view what the existing U of M is for the Purchased Item / Recipe and update the 'Count U of M 2' / 'Count U of M 3' accordingly. 'Type' will allow the User to filter the Items by Type and create two separate update files (Purchased Items and Recipes are two different records and must be updated separately).
As 'Count U of M 2' and 'Count U of M 3' are not present on the table, they will need to be added to the template. Type the respective values in to columns D and E, as shown above.
Step 3: Populate the Template
The template is now ready to be populated. Enter each respective Count U of M as needed / desired.
U of Ms must exist in Restaurant365. If a new U of M is needed, follow these steps to creating a new U of M before attempting to import the updates
Step 4: Save the Template(s)
Upon completing all the updates, add a filter to the column headers and filter the 'Type' column to include only 'Purchased' (if no Recipes exist in the data, save the file and proceed to the next step: Import).
A separate import file will need to be created for all 'Purchased' Types and 'Recipe' Types. Select All, then Copy and Paste the data into a new file. Save the file as a .CSV and repeat the process, changing the 'Type' filter to 'Recipe'. After each file has been saved, proceed to the next step
Step 5: Import Template(s)
Navigate to the Import Tool and set the Options / Type as shown below (for Purchased Item update).
Click the 'Next' button to proceed to 'Map Fields'. On this page, set the 'Current Name' value to 'Name' from the template. Ensure that the 'Count U of M 2' and 'Count U of M 3' were properly assigned by scrolling down to the bottom of the mapping fields.
When all fields have been mapped, click the 'Next' button and proceed to 'Import'. Click the 'Import' button to import the updates. Repeat the process for the Recipe items (setting the Option to 'Recipe Item').