Item Categories

Name

The name of the Item Category.

Item Category 1 should be broad, Item Category 2 should be more specific, and Item Category 3 should be very specific.

Cost Account

The COGS Account that will be assigned to this Item Category. This is not a required field, but when entered and saved with this Item Category, this account will auto-populate the GL Account field on an Item record, enabling for a faster setup of Items. 

When Accounting is ON, Users can remove entered Cost Accounts from existing Item Categories at any time.

Waste Account

The GL Account that will be debited upon entering a Waste Log.

Acceptable Variance %

The set positive variance cap allowed for this category. This also works in conjunction with the Variance Cap Type (#5). Click here to learn more about Item Category Variance Caps.

If no variance cap is desired, ensure to leave this field blank. If a '0' is entered, the system will recognize it as a 0% acceptable variance cap

Inventory Variance

The acceptable Variance threshold for Inventory discrepancies. When the Variance of a counted Item exceeds this threshold, Users will receive a Theoretical Review notice on the 'Variance Review' tab of Inventory Counts. Read more about Inventory Count Variances, here.

Item Prefix

A Prefix assigned to the Item Category that helps to search and sort Items. Ex.: PROD for Produce. This prefix will be auto-filled to the name of newly created items assigned to the Category. New Items will take only one assigned Item Category Prefix. The Item Categories will be considered in the following order:
Item Category 3 → Item Category 2 → Item Category 1

Item Prefix Examples:

Inventory Account

The Inventory Account that accounts for this Item Category. This is not a required field, but when entered and saved with this Item Category, this account will auto-populate the GL Account field on an Item record, enabling for a faster setup of Items.

When Accounting is ON, Users can remove entered Inventory Accounts from existing Item Categories at any time.

Donation Account

The GL Account that will be debited when creating a Donation Log Entry.

Actual as Theoretical

Select 'Yes' to use the Actual Usage for this Item Category in place of the Theoretical Usage (via Recipes mapped to Menu Items) on the AvT Report

Counted

Default selection is 'Yes.' When 'Counted' is set to 'Yes,' Users will receive a 'New Items' warning when New Items/Recipes are detected. When 'Counted' is set to 'No,' this Item Category will not be available on Inventory Templates and Inventory Counts, nor will any 'New Items' warnings be prompted.

• New Items Detected
  To continue, Users must click 'Update' to Update the Inventory Count Template.
   
  Clicking 'Update' will prompt Users to manage the New Items detected. Users can dismiss new Items by clicking the 'Dismiss' iconbeside the Item name, or they can add the new Item to a Storage Location for Inventory by clicking 'Add.'
   
  When 'Add' is clicked, Users must select which Storage Location(s) to add the Item to.
   
  Once the New Items have been addressed, Users can click 'Apply' to continue.
   
  The Inventory Count Template will then be updated.

Exclude from Order Suggestions

When marked 'Yes,' all the Items in the Item Category will be excluded from the 'Suggest QTY' Calculation when creating a Purchase Order. The Order QTY for these Items will need to be entered manually

Save

Click to save the Item Category. Users can click the Save dropdown to access the 'Save & Create Another' option. When clicked, 'Save & Create Another' will save the current form and promptly open a new Item Category form for more efficient Item Category creation