Inventory Depletion Groups

Overview:

Inventory Depletions are entered to deplete inventory for reasons other than transfers such as donations or promotional activities. Inventory, Combined, Recipe, and Sales Items can be depleted.

Inventory Depletion Groups are optional. Groups are utilized to organize, simplify, or control the items on the Inventory Depletion Entry Grid.

Things to Know:

• The Depletion features must be enabled on the General Tab in your Company Settings.
• There is a Deplete Inventory entry feature.
• There is a Depletion Report.
• There is a Depletion Journal.
• There is a Depletion Export to Accounting.

Depletion Groups:

If a Depletion Group is included in the criteria when a Depletion Count is being entered, then the items in a Depletion Group will populate the entry grid.

To access Depletion Groups via the Sidebar, navigate to the Depletion Menu Option and then select Inventory Depletion Groups. You will land on a "Find Grid" that displays the Inventory Depletion Groups that have previously been set up: 

Find Grid: The Find Grid is a standard tool in COGS-Well that displays previously saved transactions. Find grids include search, filter, and sorting options that help find or isolate transactions. Please click this link for tips and tricks for using the Find Grid.

Add or Edit: To view or edit an existing Inventory Depletion Group, either double-click or select "edit" on the row for the Group name you want to edit or view.  To add a new Group, click the blue add button. at the top and center of the Find Grid. Below we are viewing the Weekly Food Bank Donations Group:

Group Name: You can create any name for a group. It is good to pick a name that your end-users will recognize.  

Active: Active will be the default when you add a new group.  If you only use a group at certain times of the year, you can make an existing group inactive by eliminating the checkmark in this box. 

Available to All Sites:  If you operate multiple sites and this group is applicable to all sites, then check this box.  If it is specific to some sites only, then leave this box blank and a “Sites” tab will appear that has a dual list box where you can select the applicable sites.  

Items Tab: The Items tab is used to select items for the Depletion Group via the dual list box in the example below.  Inventory, Combined, and Recipe Items can be selected.  Please note that you can click, hold, and drag selected items to be in a specific order (sequence order) if desired. This sequence order can then be selected for Depletion Count Entry. 

When you have selected the items for the depletion group, click on the blue save button and you will be returned to the Inventory Item Grou tab.

Save, Delete, and Exit:

Save: Select Save to save your entries and remain on the display.

Delete: Select Delete to delete your entries.

Exit: Select Exit to exit the feature.