Update Inventory Tab
- Charles Diab (Unlicensed)
If you use perpetual inventory, click the Update Inventory button to adjust your inventory numbers. The Inventory Updated column will display a green check mark if the inventory is adjusted successfully. If there are any items that do not show sufficient on-hand inventory, they will not show the check mark and a warning will display at the top of the screen.
Note: Before updating inventory on a menu plan, you should update inventory on your production schedule. Otherwise, the recipes will not be in stock to take out of inventory.
Menu Plan Item Notes
You can enter notes specific to each item on a menu plan.
Menu Plan Change Reasons
When editing a menu plan, you may want record the change in menu plan items to reflect the cause of the menu plan change. For example, if you happen to be low on stock of one item and replace it with another item, WebSMARTT allows for recording that menu change reason.
Note: This feature is not enabled by default. To enable it, go to the Preferences page on the Setup pane. Enable the option Track Menu Plan Changes and click Save Preferences.
If enabled, when you add an item to a menu plan, a pop-up message will appear to ask if the change was due to a particular reason. Click No to add the item without a designated reason. Click Yes if you need to record the reason for the menu plan change.
Use the Change Reason drop-down menu to select the reason for the menu plan change. The options in this menu are created and maintained on the Menu Plan Change Reasons page. Use the Notes field to enter any additional information relevant to the change. When you have recorded the change reason, click OK.
After recording the change reason, any menu plan items added with a change reason will have a note to right of their entry. This note displays its Menu Plan Change Reason when you hover your cursor over it. Click the note to edit or remove change reason.
After clicking a note, use the Change Reason drop-down menu and Notes field to edit the change reason. To delete the change reason, click Delete.
