Retail

Users can view details of inventory products under the Retail category by performing the following steps:

Click Masters ➜ Inventory List ➜ Retail. The Inventory page displays the list of items belonging to the Retail category with the following details:

Field	Description
Name	The name of the retail product.
Image	The display image of the retail product.
Number	The system generated identification number of the product.
Barcode	The barcode of the product.
Type	The type to which the product belongs.
Class	The class to which the product is grouped.
Supplier	The name of the supplier.

Inventory Details

The Inventory Details displays the following details of the selected item:

Field	Description
Status
Valuation	The global or total valuation of the inventory item. Global valuation is a total of all inventory valuation across all locations for a site, and always reflects weighted average cost rather than the current cost.
Quantity on Hand	The count (in base units) of current global inventory based on the most recent transactions and postings.
Quantity on Order	The global count (in base units) of inventory items due to arrival, based on outstanding purchase orders. Eatec increases Quantity on Hand (QOH) and decreases Quantity on Order (QOO) at the time of merchandise arrival.
Quantity on Requisition	The global count (in base units) of the total quantity of an item that is on requisition.
Wt Average Cost	The global average weighted cost of the inventory item. This is the transaction cost, or the cost at which Eatec values a transaction. The system calculates Weighted Average Cost as the valuation divided by the QOH.
Product Definition
Type	The Product Type. Upon saving the Retail Inventory Item, this field auto-fills Type on the Retail Products page.
Markup	Auto-fills with the Markup % as defined by Product Type on the Setup Product Types page if configured. To define markup percent by individual product, replace the default entry with the new Markup percent. This is optional. Used with the Inventory Item cost to calculate the selling Price.
Price	The selling prices. If Markup is used, this field auto-fills based on Inventory Item Current Cost and Markup percent. Auto-fills Price on the Retail Products page. Visual One Setting Panel Visual One Retail 1 - 4 - Links items in Eatec with Visual One Retail. Request A/P # - Allows the user to assign Visual One settings in Eatec.
Definition
Base Unit	The primary unit for measuring an inventory item.
Current Cost	The current cost from a recent Supplier Invoice. Current Cost that displays at a site is the last cost paid for an item per base unit, in any location. Current Cost is maintained by location and is updated by each merchandise arrival, or production posting.
Purchase Unit	The default unit for purchasing and receiving an inventory item. The purchase unit is often in large quantities, such as case or tub.
Current Cost	The current cost from a recent Supplier Invoice. Current Cost that displays at a site is the last cost paid for an item per base unit, in any location. Current Cost is maintained by location and is updated by each merchandise arrival, or production posting.
Transaction Unit	The unit that is used most often to move an item between locations, or to count items.
Current Cost	The current cost from a recent Supplier Invoice. Current Cost that displays at a site is the last cost paid for an item per base unit, in any location. Current Cost is maintained by location and is updated by each merchandise arrival, or production posting.
Recipe Unit	The default unit used in building recipes and linking inventory items directly to products. The recipe unit is the only measure smaller than the base unit.
Current Cost	The current cost from a recent Supplier Invoice. Current Cost that displays at a site is the last cost paid for an item per base unit, in any location. Current Cost is maintained by location and is updated by each merchandise arrival, or production posting.
Remarks	Remarks, if any.
Other Fields
Control Price	The control price of the inventory item.
Default Label	The default label for the inventory type as defined in Setup ➜ Inventory ➜ Inventory Types.
Alternate Table	The alternate table of the inventory item.
Cost of Sales Account	The cost of sales based on the Retail Inventory Item weighted average cost at the time the sale occurred.

Settings

The Settings tab displays the following details of the selected item:

Field	Description
Activity Setting
Depletion Option	The available depletion options include the following: Normal - depletes the inventory item from the Depletion Location after the sale. Don’t Deplete - assigned to items for which usage is not tracked. For example, Tap water. Deplete on Arrival - assigned to deplete items like paper goods, when there is no interest in tracking.
Zero cost item	Zero Costing are applicable to inventory items that need tracking, but have no cost. When Normal Costing option is selected in this field, Eatec proceeds with the standard cost of the inventory item.
Visual One Setting
Visual One Retail 1	Links items in Eatec with Visual One Retail 1.
Visual One Retail 2	Links items in Eatec with Visual One Retail 2.
Visual One Retail 3	Links items in Eatec with Visual One Retail 3.
Visual One Retail 4	Links items in Eatec with Visual One Retail 4.
Request AP#	Allows the user to assign Visual One settings in Eatec.
POS Setting
Button Text 1	The text to be displayed on the Button 1.
Button Text 2	The text to be displayed on the Button 2.
Revenue Category	The name of the revenue category.
Tax Group	The name of the tax group.
Weight Flag	Indicates whether the item is a weighted item.
Weight Tare	The amount of the weighted item.
Bar Gun Code	The bar gun code number.
Tax Included	Indicates if the tax amount is included. The supported values are Yes and No.
Menu Item Group	The name of the menu item group.
Receipt Text	The text to be displayed on the receipt.
Kitchen Printer Text	The text to be displayed on the kitchen receipt.
Covers	Indicates the number of covers for the location and meal period.
Report Category	The name of the report category. For example, Inventory, Suppliers A/P, Accounting, Retail.
Voidable	Indicates whether the item is voidable or not. The supported values are Yes and No.
Price Override	Indicates if there is a price override. The supported values are Yes or No.
POS20 - POS40	POS setting fields when integrated with POS systems.
Request AP #	Indicates if Visual One settings are assigned in Eatec. The supported values are Yes and No.
Food Based Serving Size	The serving size based on the food.
Storage Condition	Remarks, if any.

Location

The Location tab displays the following details of the selected item:

Field	Description
Location	The name of the inventory storage location.
Quantity On Hand	The current quantity on hand
Value	The value of the inventory on hand.
Current Cost	The current cost of the item.
WAC	The weighted average cost of the item.
Min Par	The minimum quantity on hand the inventory item must reach before a restocking quantity is proposed or suggested.
Max Par	The maximum required quantity on hand or inventory level to meet the forecasted consumption.
Depletion Option	The available depletion options include the following: Normal - depletes the inventory item from the Depletion Location after the sale. Don’t Deplete - assigned to items for which usage is not tracked. For example, Tap water. Deplete on Arrival - assigned to deplete items like paper goods, when there is no interest in tracking.
Last Physical Post Date	The post date for the last physical inventory count.
Last Physical Quantity	The physical inventory quantity posted from the last physical inventory count.
Adjusted QTY	The adjusted Inventory Item quantity auto-fills which is either an increase or a decrease. Adjusting inventory is the resorting of Inventory Item activity and the recalculation of Quantity on Hand chronologically by date order.
Adjusted Value	The adjusted value or the adjusted quantity times current cost for the location auto-fills.

Users can search for a specific location by entering the location name in the search box.

Users can filter locations using the following filters:

Locations
Depletion Option
Production Option
Last Physical post Date

Bins

The Bins tab displays the following details associated with the selected item:

Field	Description
Location	The location where the bins are added.
Zone	The zone associated with the location.
Bin	The bin name associated with the location and zone.
Bin #	The bin item number generated by Eatec.
Bin Capacity	The capacity of the bin to hold maximum number of quantities of the inventory item. The bin capacity is displayed in the unit of measure of the item’s base unit.
Bin QOH	The quantity allocated to the bin.
Bin Priority	The category of bin priority.
Last Physical Posted	The date the last physical was posted.
Last Physical Quantity	The last physical quantity posted for the inventory item for the bin.

Users can search for a specific location by entering the bin name in the search box.

Supplier Bids

Inventory items are ordered from specific suppliers. The Supplier Bids tab displays the following details of the selected item:

Field	Description
Supplier	The name of the supplier.
Supp#	The SKU or item number the supplier has assigned to the inventory item.
Unit	The purchasing unit of measure.
Pack Size	The number of base units in the purchasing unit of measure.
Price	The supplier price for the inventory item based on quantity/units.
Effective Date	The date the bid is effective from.
Expire Date	The expiry date of the bid.
Normalized	The price of the item per base unit.
Minimum Order Quantity	The minimum order quantity required to process the order.
Priority	Includes the following priorities: Primary Secondary Last Resort
Bid Regions	The region where the bid is effective.
Remarks	Remarks, if any.
Contracted	The name of the assigned contracted bid. Contracted bids assume the highest priority when assigned in a Purchase Order.
Lead Time	The number of days from placing the order to delivery.
Delivery Schedule	The date the delivery is scheduled.

Users can search for a specific supplier bid by entering the supplier’s name in the search box.

Users can filter supplier bids using the following filters:

Suppliers
Effective Date
Supplier Date
Priority
Catch Weight
Contracted

Barcodes

The Barcodes tab displays the following details of the selected item:

Field	Description
Barcode	The barcode of the product.
Unit Type	The unit of measure for the item represented by the barcode.
Unit	The unit of measure.
Pack Size	The pack size or the number of base units.
Entered On	The date on which the barcode was entered.
Remarks	Remarks, if any.

Users can search for a specific barcode by entering the barcode number in the search box.

Wizard

The Wizard tab displays the following details of the selected item:

Field	Description
Name	The name of the inventory item.
Number	The unique identification number of the inventory item.
Barcode	The barcode of the inventory item.
Manufacturer	The name of the manufacturer.
Size	The size of the inventory item.
Color	The color of the inventory item.
Style	The style of the inventory item.
Season	The season of the inventory item.
Brand	The brand of the inventory item.

Transactions

The Transactions tab displays the details based on the following selected transaction option:

Requisition
Transfer
Purchase Orders
Receiving
Usage

Requisition

A requisition initiates the request for a particular item and records the transaction request associated with the inventory item. Requisition displays the following details associated with the selected item:

Field	Description
Requisition#	The system generated requisition number.
Request Location	The location the items are requested.
Supply Location	The location the items are supplied.
Delivery Date	The date of the items to be delivered.
Quantity	The requested quantity of items in base units.
Unit	The unit the quantity of items is measured.
Pack Size	The pack size or the number of base units.
QTY (BU)	The requested quantity of items in base units.
Remark	Optional text field.
Entered On	The date the requisition was entered.
Entered By	The user who created the requisition.

Users can search for a specific transaction by entering the requisition number in the search box.

Transfer

Users can transfer a particular inventory item from one location to another location. Transfer displays the following details associated with the selected item:

Field	Description
Transfer#	The system generated transfer number.
From	The location where the inventory item is transferred from.
To	The location where the inventory item must be transferred to.
Post Date	The date the transfer was posted.
QTY (BU)	The requested quantity of items in base units.
Value	The value of the inventory item.
Qty	The requested quantity of items in base units.
Unit	The unit the quantity of items is measured.
Pack Size	The pack size or the number of base units.
Remarks	Optional text field.
Requisition#	The system generated requisition number.
Entered By	The user who created the requisition.
Entered On	The date the requisition was entered.
To Customer	The name of the customer where the items must be delivered.
Received By	The name of the customer where the items must be received.
Transit Status	The transit status of the inventory item.

Users can search for a specific transaction by entering the transfer number in the search box.

Purchase Orders

Users can the track purchases made from their suppliers. Purchase Orders display the following details associated with the selected item:

Field	Description
Purchase Order#	The system generated purchase order number.
Supplier	The name of the supplier.
Location	The location where the items are transferred to.
Delivery Date	The delivery date of items.
Qty	The requested quantity of items in base units.
Unit	The unit the quantity of items is measured.
Pack Size	The pack size or the number of base units.
Value	The value of the inventory item.
Remarks	Remarks, if any.
Entered By	The user who created the requisition.
Entered On	The date the requisition was entered.
Reason	Remarks, if any.
Export Status	The status of item export.

Users can search for a specific transaction by entering the purchase order number in the search box.

Receiving

Users can keep a record of the received inventory items. Receiving displays the following details associated with the selected item:

Field	Description
Supplier	The name of the supplier.
Invoice#	The unique invoice number by the supplier. If the user did not receive an invoice, enter the bill of lading or packing slip number.
Post Date	The date the receiving was posted.
QTY (BU)	The requested quantity of items in base units.
Cost (BU)	The cost per base unit.
Value (BU)	The value of the inventory item per base unit.
Location	The location where the items are transferred to.
PU	The purchase unit of measure.
Qty	The requested quantity of items in base units.
Cost/Unit	The cost of the inventory item per unit.
Value	The value of the inventory item.
Allocate	The allocated charges paid for the invoice.
Pack Size	The pack size or the number of base units.
Remarks	Remarks, if any.
Purchase Order#	The system generated purchase order number.
Supplier Item#	The supplier item number.
Entered By	The user who created the requisition.
Entered On	The date the requisition was entered.
Attachment	The name of the attached file.

Users can search for a specific transaction by entering the invoice number in the search box.

Usage

The Usage tab displays the following details associated with the selected item:

Field	Description
Location	The name of the location.
Post Date	The date the transaction was posted.
QTY	The requested quantity of items.
Value	The value of the inventory item.
Usage Type	The usage postings for inventory item including depletion, production, spoilage and loss, and variance.
Source	The sales transaction source type. For example, Rest, Sales, Catering, Quick Orders, Concessions.
Remarks	Remarks, if any.

Users can search for a specific transaction by entering source in the search box.

Cross Reference

The Cross Reference tab displays the following details associated with the selected item:

Field	Description
Item Name	The name of the inventory item.
Remarks	Remarks, if any.
Type	The type of reference.

History

The History tab displays the following details associated with the selected item:

Field	Description
Created Date	The date of item creation.
Create By	The username of the user who created the item.
Changed Date	The date of modification.
Field Changed	The name of the field which was changed.
Changed From	The value of the field which was changed from.
Changed To	The value of the field which was changed to.
User	The name of the user who made the change.