Inventory Setup

The Inventory Setup screen is used to arrange products on the Count Sheet and Data Entry screens according to their positions within their storage locations, as well as to define or edit the Alternate Units available for counting. These features can increase the efficiency of taking physical inventory. Also, if a product is kept in more than one storage location, it can be added to the sequence of any number of storages. This allows the product to be counted in multiple storages without changing the primary storage. Click HERE for details.

From the Inventory menu, select Inventory Setup.
Select a Storage Location from the drop-down. {Note}: By default, this screen will be filtered to display only those products that have the "Include on Count Sheet" box checked for the selected storage.
Configure the desired settings on this screen. If necessary, use the Search field to search by Product #, Product Name, or Storage Type.

Sequence – For each product, enter/edit the appropriate number to indicate where it should appear on inventory count sheets. When ready, click the Sequence button. {Hint}: To insert a product into the sequence between two other sequenced products, enter a decimal sequence number that falls between the numbers of the other two products. For example, to add a product to the sequence between the items currently numbered 4 and 5, enter a sequence number of 4.1. You can also click on a product row and drag it to the desired position between the other products.
Product Number – This displays the Company Product number.
Product Name – This displays the Company Product name.
Storage Location – This indicates the storage location selected in the drop-down above. If it is the product's Primary Storage, this can be edited to select another storage. {Note}: Changing the primary storage automatically moves the product from the old storage to the new one. Also, since there is now no quantity there, this will uncheck the "Include on Count Sheet" box for the old storage location.
Storage Type – This indicates whether the storage location is the 'Primary' storage or a 'Secondary' storage for the product. To add a product to a Secondary storage, click the Plus (Add) icon.
Include on Count Sheet – If necessary, clear this check box to remove a product from this storage on the Count Sheet & Data Entry screens. {Notes}: For primary storages, this can be unchecked only if the Available quantity is '0'. For secondary storages, if there is an existing quantity, unchecking this will automatically move the product to the primary storage.
Inventory Unit (hyperlink) – This displays the Company Product Inventory Unit. Click the link to open a pop-up window for defining/editing Alt Units. {Note}: The link is only available for users whose User Group has the "NC-Administrative Options: Set Count Units" control enabled in Enterprise Manager.
Available – This indicates the quantity of the product currently being kept in the selected storage location.
Alt Units 1, 2, 3: Unit/Display – The "Unit" column shows the defined Alt Unit; you can check/uncheck the box in the "Display" column to show/hide this unit in Net-Chef and in the Counter mobile app for this product/storage combination.
Storage Pars (Inv. Unit) - Min Par (hidden by default) – Enter/edit the value as needed. This indicates the smallest quantity (to 2 decimal places) of the product that should be on-hand in this storage at any given time.
Storage Pars (Inv. Unit) - Max Par (hidden by default) – Enter/edit the value as needed. This indicates the largest quantity (to 2 decimal places) of the product that should be on-hand in this storage at any given time.

Note: These Min Par & Max Par columns are only used for Requisition (Customer) Orders; they are NOT factored into Recommended Order/Prep. To set those, go to the Location Products screen.

When ready, click the Disk (Save) icon to save your changes.
To download and print these settings, click the Printer (Export) icon.
To print product labels, click on a product row, then click the Labels button. <Pro Tip>: Hold down the CTRL key to click and select multiple rows.
When finished, click the X (Close) icon to exit the screen.