Working with Stock Item Categories

• About Stock Item Categories
  • Video Tutorial (1:42)
• Viewing Existing Stock Item Categories
  • Exporting Stock Item Category List to Excel® File
• Creating a Stock Item Category
• Changing Stock Item Category for an Item
• Unpublishing/Publishing a Stock Item Category
  • Unpublishing a Stock Item Category
  • Publishing a Stock Item Category
• Deleting a Stock Item Category

About Stock Item Categories

A stock item category is a means to classify how an item (food item, prepared food, or non-food item) is stocked. Examples of a stock item category are meat, fresh bakery, dry goods, beverage, etc. 

The stock item category for an item can be used as a filter whenever you are searching for an item in the various areas in the system. 

Most items in the system are assigned a default stock item category, and you have the ability to change the stock item category for an item (see Changing Stock Item Category for an Item).

In addition, your account is able to create new stock item categories for your use (see Creating a Stock Item Category)

Video Tutorial (1:42)

Viewing Existing Stock Item Categories

To view the stock item categories available in your account:

From the left navigation sidebar, select Tools & Setup > Food Settings. The Stock Item Categories screen appears, listing the existing stock item categories. 

Exporting Stock Item Category List to Excel® File

The stock item categories can be exported to an Excel® file. To do so, click the Export button at the top left of the screen (first screenshot below). When the file is ready, click the Download button to the message that appears (second screenshot below).  

Creating a Stock Item Category

To create a stock item category for use in your account and any child accounts, complete the following steps:

1. From the left navigation sidebar, select Tools & Setup > Food Settings. The Stock Item Categories screen appears. 
   
   
    
2. Click the Add New Category button. The Add New Category pop-up appears.
   
   
    
3. In the Category Name field, enter the name of the stock item category.
4. In the Category Type field, select if the category type is Food or Non Food.
5. Click the Save button.  The pop-up refreshes accordingly. 
   
   
    
6. Click the Publish button to publish the newly-created stock item category.
7. Click the Done button to close the pop-up window.
8. When you add a stock item category to your account, the category is listed as a a link for you to open and edit. 
   
   

Changing Stock Item Category for an Item

See the following separate articles:

• Changing Stock Item Category for a Food Item or Prepared Food
• Changing Stock Item Category for a Non-Food Item

Unpublishing/Publishing a Stock Item Category

By default, when a stock item category is created by your account, it is automatically published and therefore available for use in any child accounts to assign items to.

You can unpublish a stock item category created by your account to not have it available in your child accounts. If an item is currently assigned a stock item category that you unpublish, the stock item category will be removed from that item, and the item will remain without a stock item category. 

At any time you can republish an unpublished stock item category. 

Unpublishing a Stock Item Category

To unpublish a stock item category: 

1. From the left navigation sidebar, select Tools & Setup > Food Settings. The Stock Item Categories screen appears.
2. Locate the stock item category to unpublish.
3. From the Actions column, click the gear icon and select Unpublish. 
   
   
4. The stock item category is unpublished. 

Publishing a Stock Item Category

When a stock item category becomes unpublished, you can republish it. To do so:  

1. From the left navigation sidebar, select Tools & Setup > Food Settings. The Stock Item Categories screen appears.
2. Locate the stock item category to publish.
3. From the Actions column, click the gear icon and select Publish. 
   
   
    
4. The stock item category is published.

Deleting a Stock Item Category

You can delete a stock item category created by your account. If an item is currently assigned a stock item category that you delete, the stock item category will be removed from that item, and the item will remain without a stock item category. 

To delete a stock item category:

1. From the left navigation sidebar, select Tools & Setup > Food Settings. The Stock Item categories screen appears.
2. Locate the stock item category to delete.
3. From the Actions column, click the gear icon and select Delete. A confirmation message appears (second screenshot below). 
   
   
   
   
    
4. To delete the category, type the name of the category in the available field, and then click the Delete button. The stock item category is deleted.