- About Assignment of Items to Storage Areas
- Viewing Items Assigned to Storage Areas
- Manually Assigning Item to a Storage Area
- Assigning Items to Sections and Sub Sections of the Storage Area
- Unassigning Items from Sections and Sub-Sections of a Storage Area
About Assignment of Items to Storage Areas
By default, the system automatically assigns food and non-food items to storage areas. This is accomplished via the storage type (i.e., frozen, refrigerated, etc.) assignments, described as follows:
- A food or non-food item is assigned a storage type by Mealsuite staff.
and - A storage area is is assigned one or more storage types.
This storage type assignments, therefore, allow MealSuite to auto-assign an item to a storage area if the item and storage area share the same storage type.
For example, if the food item "milk" has a storage type of refrigerated, and the storage area "fridge east kitchen" has a storage type of refrigerated, then the system automatically assigns "milk" to "fridge east kitchen".
Note that an item can be assigned to multiple storage areas if a storage area is assigned the same storage type of the item.
At any time, an item can be manually assigned to any storage area, regardless if the item and storage area do not share the same storage type. To do so, see Manually Assigning Item to a Storage Area below.
Viewing Items Assigned to Storage Areas
The items assigned to storage areas can be viewed on the Inventory On Hand screen (Inventory > Manage Storage Areas) by clicking the specific storage area tab (screenshot below).
For more information on the Inventory On Hand Screen, see The Inventory On Hand Screen.
Manually Assigning Item to a Storage Area
At any time, an item can be manually assigned to any storage area, regardless if the item and storage area do not share the same storage type. To do so, complete the following steps:
- Select Inventory > Manage Storage Areas to open the Inventory On Hand Screen,
- Select the tab of the storage area you want to work in, or select the All Areas tab to display all items in all the storage areas.
- Locate the item using the search or filter tools as needed.
- In the actions column for the item, click the gear icon select Edit (first screenshot below). The slide-out panel for the item appears (second screenshot below).
- Click the Assign New Storage Area link. The Assign Storage Area pop-up appears.
- From the Area Name drop-down, select the storage area to assign the item to. More than one storage area can be selected.
- Click the Save button to apply your changes. The newly-added storage area appears in the slide-out panel.
- You can click the X button to close the slide out panel.
Assigning Items to Sections and Sub-Sections of the Storage Area
If your storage area is set up with sections and sub-sections, then you can assign the storage area items to those sections and sub-sections. To do so, complete the following steps:
- Select Inventory > Manage Storage Areas to open the Inventory On Hand Screen,
- Select the tab of the storage area you want to work in. The item assignment screen specific to the storage area appears (screenshot below).
The left side of the screen displays the items assigned to the storage area. The right side of the screen is where the sections and sub-sections are listed, to which you can assign items.
The selected section is identified as "[Section Name] | General" at the top of the right side. The "General" indicates "general assignment" of items, meaning an item is not stored in a specific sub-section. A sub-section is identified as "[Section Name] | [Sub-Section Name]". - There are numerous ways to assign items to a section or sub-section. Refer to the appropriate topics below:
Assigning Items to a General Section
To assign items to a general section (i.e., not a sub-section):
- On the right side of the screen, select the section to which to move the items.
- On the left side of the screen, you have the following selection options:
- Select an individual item by clicking it.
- Select multiple items by holding down the Ctrl key and clicking the desired items.
- Select a range of item by clicking the first item in the range, then holding down the Shift key, and then clicking the last item in the range.
- Select all items by selecting the Select All check box.
- Click the Assign button. The items are moved to the general section.
Alternatively, another means to select the items and then drag them to the general section.
Assigning Items to a Sub-Section
To assign items to a sub-section:
- On the right side of the screen, select the desired section.
- On the left side of the screen, you have the following selection options:
- Select an individual item by clicking it.
- Select multiple items by holding down the Ctrl key and clicking the desired items.
- Select a range of item by clicking the first item in the range, then holding down the Shift key, and then clicking the last item in the range.
- Select all items by selecting the Select All check box.
- Drag the selected items to the desired sub-section on the right side of the screen.
Unassigning Items from Sections and Sub-Sections of a Storage Area
To unassign (i.e., remove) items from a section or sub-section:
- On the right side of the screen, select the desired section.
- You have the following selection options for items in a section or sub-section:
- Select an individual item by clicking it.
- Select multiple items by holding down the Ctrl key and clicking the desired items.
- Select a range of item by clicking the first item in the range, then holding down the Shift key, and then clicking the last item in the range.
- Select all items in a section or sub-section by selecting its Select All check box.
- Click the Unassign button. The items are removed from the section or sub-section.