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  • Discontinuing and Inactivating Items

    When navigating to a Menu Item, Inventory Item, Miscellaneous Item, or Staff member and clicking Delete on your left sidebar, you may receive a message like this: Never...
  • Packages – Beverage and Rentals

    Package functionality allows you to combine a pre-set group of inventory items into a bundle for quick addition on an...
  • Import From File

    This feature allows you to work with Client Care to upload new items to your database, including: Contacts Menu Items...
  • Adding New Inventory Items to Your Database

    Adding an Inventory Item Select the Inventory > Add New Inventory Item option from the Navigation Bar. Main Detail Item Name: Enter the...
  • Searching Inventory Items in your Database

    Searching for an Inventory Item Select the Inventory > Full Search option from the Navigation Bar. Basic Search If the box next to...
  • Editing an Inventory Item in your Database

    Editing an Inventory Item Search for the item in your database using Inventory > Full Search Select the Inventory Name...
  • Inventory View – Main Tab

    Inventory View The Inventory View is the default version of an item in your Inventory database. If you make changes...
  • Inventory View – Packlist Items Tab

    Packlist Items Each inventory item can have other inventory items associated with it to auto-populate on the pack list when...
  • Inventory View – Recipe Associations Tab

    Recipe Associations The Recipe Associations tab will show you any Menu Item Recipes that are using the inventory item as...
  • Update Inventory From File

    Overview The Update Inventory From File* feature allows you to update the in-stock, default vendor, and cost fields for existing...
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