May 09, 2023
207
Level 2
Request: Regional or MP requests item(s) added the order guide.
Requirements:
- Vendor
- Vendor item Code
- Unit Size/Quantity
- Description of item
- Inventory Location
- Inventory Type
- Restaurant where product will be located
- Price (optional)
Steps
- Log into Compeat Advantage application.
Note: The software should be installed on your workstation - Click Inventory > New Item Wizard
- Enter the item Description (name of item)
- Enter the item Level 1 Type (item category)
- Note: Level 1 is required. Level 2 and Level 3 are optional.
- Click Next >
- Select the Inventory Unit from dropdown.
Note: If the Inventory Unit type is not available, click here for how to create the unit of measurement. - Enter the Purchase Units information
- Container: Choose the container type from the dropdown
- Inv Unit per Container (how many in each container)
- Inventory Units (will auto-populate)
- Purchase Unit (will auto-populate)
- Click Next >
- Select Location from dropdown
- Click Next >
- Click Next > again (No Station)
- Enter Restaurant Specific Vendor Information
- Vendor Info
- Vendor
- Vendor items code
- Purchase Unit
- Pur. Unit Cost (Optional)
- Vendor Info
- Click Finish
- If finished, click I'm Finished
- To add another item, click I want to create another new item.