Combined Item Evaluation Listing
Overview:
The Combined Item Evaluation Listing provides an alphabetical listing of Inventory Items, by Inventory Category. This listing can be filtered for a specific Inventory Department, Category, Group, Vendor, or Count Type. The objective of this listing is to display or print the inventory items that may need to be combined, in consecutive rows (one above the other), while also showing which inventory items are already linked to a combined item. Once the items to combine have been identified, they can be added to new or existing Combined Items via the Combined Item Setup feature.
Things to know!
- This reporting feature will only be accessible and visible to users who are given access to this function.
- This listing is to assist you in identifying inventory items that are or should be linked to Combined Items.
- Some users prefer to print this report out so they can mark/highlight all of the inventory items they want to combine as step 1, and then add them to Combined Items as step 2.
- Some users prefer to view this report in one open feature tab, and also open a second tab for combined item setup, and then do combined item assignments concurrently.
- Please click the following link if you would like more information on Combined Items.
Combined Item Evaluation Listing
To access the Inventory Items Listing, navigate to Inventory>Listings>Combined Item Evaluation Listing. Upon selection, a parameters display like the one below will display:
Effective Date: Detail about an Item (such as packaging) may change over time. If you want to see the most current Item Detail, select today's date.
Inventory Department: If you desire to only list Inventory Items in a specific Inventory Department, then use the drop-down search to select that Department. Leaving this field blank will include all Departments.
Inventory Category: If you desire to only list Inventory Items in a specific Inventory Category, then use the drop-down search to select that Category. Leaving this field blank will include all Categories.
Group: If you desire to only list Inventory Items for a specific Inventory Group, then use the drop-down search to select that Group. Leaving this field blank will include all Groups.
Vendor: If you desire to only list Inventory Items for a specific Vendor, then use the drop-down search to select that Vendor. Leaving this field blank will include all Vendors.
Count Type: If you desire to only list Inventory Items for a specific Count Type, then use the drop-down search to select that Count Type. Leaving this field blank will include all Count Types. Count Type refers to the frequency you assign to an Item for counting it. The Count options are "Never", "Always, and "Only when Active". Inventory Item Count types are set up in Inventory>Setup>Inventory Items.
Run Report:
When you have completed your listing options, select Run Report and a listing similar to below will display:
In the above example, the inventory items are listed alphabetically, by inventory category. This approach will often help you to quickly identify items that should be combined if they are both used as an ingredient for the same recipes, and/or if you only want to count one item (the combined item) when you count inventory. The two avocado inventory items in the above example have already been assigned to an avocado combined item. If you would like more information please click this link for Combined Item Setup.