Company Product Details: Company Product

Detailed information about each product is entered here in the Company Product Details screen. Company products can be created when logged in to a particular location, but these products are not available to other locations. The Company Product tab contains the following information about the product.

 

1. Under the Products menu, click Company Products.
2. To edit a product record, click on the Product Name hyperlink.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option.  From the pop-up menu, check to show or uncheck to hide the desired tab(s).

3. Click on the Company Product tab, if necessary.
4. Configure the desired settings on this tab as noted below. The required fields are noted on screen with an asterisk.

 

Product Description fields

• Product Number – The application can be configured to generate product numbers automatically or they can be entered manually. Either way, they must be unique within the system.
• Product Name – It is recommended that the name follow a standard convention, in order to make sorting and searching in the summary screen easier. This must be unique within the system.
• Active check box — This is checked by default; clear the check box if the product should not be active. See "Introduction to Product Deactivation" for details about active and inactive company products.
• UPC code – If entered, this value will be used to validate the UPC code scanned using the Inventory mobile app.  {Note}: Supported formats include UPC-A, UPC-E, Code128, Code93, Code39, EAN13, EAN8, PDF417, QR CODE, Aztec, ITF, and DataMatrix.
• Universal Product Number – The company-wide Product Number for this product. This will allow companies that own multiple operating entities (and have separate Crunchtime databases in which the same product has a different product record/number) to track the products across all entities. (The Universal Product Number fields will be visible only for products created at Corporate and when the preference to “Use Universal Company Product Numbers” is enabled. Only authorized users can edit these fields.)

Category Settings

• Category (/Subcategory/Microcategory)– Places the product into a logical group and links the product to the General Ledger.
• HACCP Compliance – Automatically populates with 'Not Applicable.'  If necessary, select a Hazard Analysis Critical Control Point option to assign a standard for food preparation and/or storage.  See "HACCP Restrictions" for more details.
• Product Type – This determines how product counts will be handled when doing inventory "By Exception".  See "Storage Locations" for details about closing methods and inventory by exception.

Conversion Units

• Inventory Unit – The primary package type that will be used to refer to this product in the application. It is the default pack type in which the product will be counted for inventory purposes. This is also the package type that the product costs are associated with in the Location Product Details screen. For Inventory and Issue Units, only Package Types designated for "Inventory "use will available for Company Products; only Package Types designated for "Recipe" use will available for a Recipe's Company Product record.
• Issue Unit 1 – The package type in which this product is issued to customers from central storage, or from a commissary or supply location.
• Issue Unit 2 (only visible for Cruise Lines) – The package type in which this product is issued to ships from a Cruise Line warehouse location.
  
• Recipe Units – The package type in which this product can be measured for use in recipes. Up to five can be selected for use in different amounts. Only Package Types designated for "Recipe" use will available.
• Universal Product Unit – The package type associated with the Universal Product Number. This is the most widely-used package size across a company’s multiple operating entities.
• Conversion – The factor by which the Usage Unit (Issue, Recipe, Universal) must be multiplied to obtain the Inventory Unit. This indicates the number of usage units in one inventory unit. Click HERE for a detailed example. For Issue Unit 2 and Universal Product Unit, you can check the unlabeled “Inversion” box to the left of the unit name to divide (i.e. to indicate that the Conversion represents the number of inventory units in one usage unit); this will allow you to enter a whole number instead of a decimal value.

 

5. Click the Disk (Save) icon to save your changes.
6. To download and print these settings, click the Printer (Export) icon and select the desired options.
7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
8. When finished, click the X (Close) icon to return to the summary screen.

 

 

 

 

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