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Home > Inventory Control > Inventory Setup

Inventory Setup

Before you get started

  • You should decide how you want your inventory control to work and what you want to achieve. Make sure to read the Inventory Overview page.
  • If you are integrating Inventory Control with Execu/Touch POS, you will want to discuss this with your Execu/Tech trainer. We want to ensure that the system works like you want it to, whether set in a retail, fine dining, or other mode.
  • If you use Execu/Tech's Back Office module and wish to integrate, you should obtain the necessary GL account codes from your accountant. Your trainer may give you general guidelines and data flow, but your trainer will not tell you which accounts to send transactions to. Your accountant must do this.
  • When you set up computer shortcuts to the ExecuTech folder, you need to be mindful of the Terminal Numbers you assign. This is crucial. See Batch Terminals setup.
  • Some Inventory parameters are set in a file named MENUINI.FIL. See Parameter Settings below.

 

Store, Locations, Classes-Categories

Inventory Items

Recipe File  

 

Control File Setup

  1. You should set up the Inventory Store first.
  2. You will then set up locations.
    Each inventory item must have at least one location.
    Each item may have multiple locations. For example: receipt location (such as a warehouse), stock location (such as a storeroom or freezer), and issue location (such as a kitchen/restaurant or store).
  3. You will set up class/category records as well. These may be as general or as specific as you wish. Each item will belong to a class or category.

Inventory Items

 

Once you have the Control File set up, you can enter your inventory items.

Unless (in a retail mode) you wish your inventory setup to create POS items automatically, you will need a list of POS items.

After your items have been set up, you can enter your beginning physical inventory.

Recipe File 

 

Recipes are created for POS items, such as entrées or mixed drinks.

They also can be set up for modifiers that would apply to multiple POS items. For example, if a F&B entrée includes a side choice (modifier), it can be set up to relieve inventory when the POS item is sold with this modifier.

Parameter Settings 

 

Several parameter settings determine how Inventory Control works to your specifications.  Here are some of the MENUINI.FIL settings:

  • You can let the system generate POS items when you set up inventory items. This is convenient in retail settings. Alternatively, you can let the system prompt for an existing POS item.
  • You can let the system place POS items on the touch screen for manual item entry, or you can have them in the background and use a barcode scanner.
  • You can select a vendor from the "current" company or from the hotel's Accounts Payable company.
  • You can have the system create A/P invoices when inventory items are created. This is less common, as the actual invoice amount may not be the same as the amount on the shipping or delivery order or manifest.
  • You can have an Inventory store for each POS store, or you can have one centralized inventory to which the POS stores communicate.
    For example, if you have 3 restaurants (3 POS stores) but order and receive inventory into 1, you want the second option. You would set up the separate restaurants as locations in this instance.
    However, it might be easier to manage the inventory if each POS store has its own Inventory store. You have to make this decision.
  • You can specify which terminal the POS End of Day batch is sent to. Unless specified, the POS batch will be on the terminal where POS End of Day is done.

You can let your Execu/Tech trainer know how you wish to handle your inventory control, and the trainer will assist you in setting the proper parameters.

We assume that you have purchased training with your Inventory module. If not, note that training is billable.

 

 

When you set up computer shortcuts to the ExecuTech folder, you need to be mindful of the Terminal Numbers you assign. This is crucial. See Batch Terminals setup.

 

We assume that you have purchased training with your inventory module. If not, note that training is billable.

 


 

Store, Locations, Classes-Categories
Inventory Items
Recipe File

 

Inventory Overview






Article ID
 inventory_setup
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Last Modified
 1/28/2025 12:35 PM