Viewing your Inventory List

• About your Inventory List
• Searching for an Item on the Inventory On Hand Screen
• Filtering the Items Displayed Onscreen for the Currently-Selected Storage Area
• Sorting How Items are Displayed Onscreen for the Currently-Selected Storage Area
• Setting Preferred Columns on the Inventory On Hand Screen
• Column Descriptions on the Inventory On Hand Screen
• Viewing Product Details
• Adding a Non-Food Product from your Inventory List to a Shopping List
• Viewing Transaction History of a Product
• Accessing Storage Area Settings
• FAQs
  • On the Inventory On Hand screen, what is the Unassigned tab?

About your Inventory List

Your current inventory list with latest counts and total value is viewable on the Inventory On Hand screen (Inventory > Inventory On Hand).

The All Areas tab (screenshot below) lists all items assigned to the various storage areas. 

Each storage area in your account is represented as an individual tab. Clicking a storage area tab displays the items assigned to the storage area. 

From the Inventory On Hand screen you can manage storage areas by creating new storage areas, renaming existing storage areas, and deleting existing storage areas. See Managing Storage Areas and their Internal Storage Locations for more information and instructions. 

Searching for an Item on the Inventory On Hand Screen

When searching for a specific item, if you know the storage area that the item is currently located, then click that storage area tab. If not, then stay on the All Areas tab. 

In the Search field, you can search as follows:

• Enter the food item you are searching for
• Enter the specific vendor product (either by description, product ID, or brand) that is linked to the item in the system, 
• Enter the stock item category.

After entering the search text, click the magnifying glass or press Enter on your keyboard. The screen returns the items that match your search input. 

Filtering the Items Displayed Onscreen for the Currently-Selected Storage Area

For the currently-selected storage area, you can filter the items that display onscreen by using the Filters tool at the top of the screen. The following filters are available:

• Storage Locations - filter by the internal storage locations of the storage area. 
• Food Type - filter by food, non-food item, prepared food.
• Stock Item Category - filter by the stock item category of the parent food item of the vendor product. 
• Supplier/Vendor - filter by the vendor. 
• Status - filter by inventory status of either Active or Archived.

Sorting How Items are Displayed Onscreen for the Currently-Selected Storage Area

For the currently-selected storage area, you can determine how its items are sorted onscreen by using the Display Options tool at the top of the screen. The following sort options are available. 

• Location - first sorted by storage location, and then sub-sorted by one of the following options:
  • Assigned Sort - sub-sorted by the item sort order in the storage location. 
  • Category - sub-sorted by alphabetical ascending order of the stock item categories.
  • Item - sub-sorted by alphabetical ascending order of the food items.
    
    
     
• Category (stock item category) - sorted by alphabetical order of stock item categories, either in ascending or descending order. 
  
  
   
• Item - sorted by alphabetical order of the food items, either in ascending or descending order.
  
  
   
• Last Update - sorted by the date when the item last came into the storage area, in either newest or oldest order. 
  
  

Setting Preferred Columns on the Inventory On Hand Screen

You can customize the information on the Inventory On Hand Screen by setting your preferred columns. 

Click the Set Columns button to display the Set Columns window, which allows you to choose your preferred columns to display. Click the Apply button to apply your changes. 

Column Descriptions on the Inventory On Hand Screen

The columns on the Inventory On Hand screen are described as follows:

• Last Update - the last time an inventory count was entered for the item. 
• Parent Item - name of the generic food item. 
• Product - the vendor product being purchased for the generic food item.
• Storage Location - displays the storage area and internal storage location. 
• Estimated Quantity On Hand - the current count for the product.  
• Pack Size - pack size of the vendor product. 
• Estimated Total Value - the estimated total value of the inventory count of the product. Calculated as follows: Estimated quantity on hand x average stock unit cost = estimated total value. 
• Status - status of the item in your inventory list: Active or Archived. 
• Stock Item Category - the stock item category (SIC) of the food item. 

Viewing Product Details

By clicking a product name, a separate Product Detail window appears displaying details of the vendor product.

Note: The book icon beside the product name indicates that the product was imported via your order guide that is specific to your account. If the product does not have a book icon beside its name, it indicates that the product was imported from the product catalog, which is specific to your distribution centre (DC). See Working in a Vendor Product List for more information on products in your account.   

Adding a Non-Food Product from your Inventory List to a Shopping List

A shopping list is typically used to collect non-food products, such as cleaning supplies. You then can populate the shopping list into a purchase order (see Using a Shopping List to Order Non-Food Items for more information). To add a non-food product from your inventory list to a shopping list, complete the following step:

1. Open the non-food product window as per above steps.
2. At the bottom left of the window, click the Save to Shopping List link (first screenshot below). The Shopping List window appears (second screenshot below). 
   
    
   
   
    
3. From the Shopping List drop-down, select the shopping list to add the non-food product to. In the adjacent QTY field, enter the desired quantity to add to the shopping list. 
   
   or
    
4. To create a new shopping list, enter the name of the shopping list in the Shopping List Name field. In the adjacent QTY field, enter the desired quantity to add to the shopping list. 
    
5. Click Save to apply your changes. 

Viewing Transaction History of a Product

The transaction history of a product in relation to its inventory counts can be viewed. The transaction history consists of the dates the product was counted in an inventory worksheet (i.e., when worksheet was closed) and provides indicators if product was added or received in between counts.

In addition, the product transaction history records if a product was moved from one storage area to another or location to another, and if a product was removed (i.e., archived). 

To view the transaction history of a product.

1. Open the Inventory On Hand screen and search for the desired product. 
   
   
    
2. For the product you want to view, click its gear icon in the Actions column and select Product History (first screenshot below). The Product Transaction History slide-out panel appears (second screenshot below). 
   
   
   
   
    
3. The following columns are described:
    
   • Pack Size - pack size of the vendor product. 
   • Pack Price - pack price. 
   • Stock Unit Cost - individual price of a stock unit from the pack. For example, a 6-24 oz product with a pack price $10 is explained as follows: 
     • Stock unit is 24 oz; 
     • Stock unit cost = $10 / 6 = $1.67
   • Estimated Quantity On Hand - the count that was entered for the product.  
   • Average Stock Unit Cost - the average stock unit cost at the time of the inventory count. The Average Stock Unit Cost considers previous inventory counts and pricing of the product if it has not been depleted since the previous inventory count (following the first in, first out principle). By hovering your cursor over the blue information icon, a breakdown of the remaining products and pricing from previous counts is displayed. 
     
     
      
   • Total Value - the calculated total value of the the inventory count of the product. Calculated as follows: Estimated quantity on hand x average stock unit cost = total value. 
     
     
      
4. The values in the following columns display either a positive indicator (green label with a positive value) or a negative indicator (red label with a negative value) that informs you the amount that was increased or decreased, respectively, for that value since the previous inventory count: 
    
   • Stock Unit Cost
   • Estimated Quantity On Hand
   • Total Value 

Accessing Storage Area Settings

To enter the storage area settings, from which you can create new storage locations, arrange items in their storage locations, and move items to different storage locations or different storage areas, click that settings icon (i.e., gear icon) on the tab of the storage area you want to open (first screenshot below). The screen specific to the storage area appears.  

FAQs

On the Inventory On Hand screen, what is the Unassigned tab?

When an item is not assigned to a storage area, it is placed in the Unassigned tab on the Inventory On Hand screen. An item can be in the Unassigned tab as follows:

• A file import in which the Storage Area column was not filled.
• Deleting a storage area with items inside.

To assign unassigned products to a storage area, see Moving Unassigned Products to a Storage Area.