This topic guides you through the following key tasks for managing inventory items:

NOTE: Before adding new inventory items, you should first create inventory categories and locations where you want to store those items. 

Viewing Inventory Items List

To view a list of existing inventory items

  • In the left pane of Back Office Management console, expand the Inventory node and click Inventory Items.

NOTE: By default, this opens a list of all inventory items stocked in all registered locations.  If necessary, use the upper menu bar to filter this list by locations, categories or the activity status.

This screen illustrates the inventory items of the Vegetables category. In the list, each item has the following fields:

  • Name: the item name.
  • UPC: the item UPC (Universal Product Code) if specified.
  • UOM: a unit of measurements for this item.
  • Qty Current: displays current (actual) amount of this item at the location shown in Location field.
  • Qty Doc: displays the documental amount of this item at the location shown in Location field.
    NOTE: The documental amount may differ from current amount if you have not applied all documents that refer to inventory operations with this item.
  • Last PO Price: displays the last purchase price for this item.
  • Location: displays the name of location where this item is housed. 
    NOTE: If this item has been shipped to several locations, this field contains Multiple.
  • Expiration Date: displays the expiration date for this item if specified.
  • Has Recipes: contains icon if this inventory item has a recipe or disassemble recipe.

Modifying Inventory Items

In the list of existing inventory items, you can click the inventory item name to display a tabbed page with the item properties similar to the following screen:

This tabbed page allows you to view and modify information on existing inventory items. For more information, see How to Modify an Inventory Item.

Adding Inventory Categories

To add new inventory category, complete the following steps:

  1. In the left pane of Back Office Management console, expand the Inventory node and click Categories.
    This displays a list of existing inventory categories similar to the following screen:
  2. Click Add, enter the category name, and click Save.

For more information, see Categories of Inventory Items.

Adding Locations

To add new location for your inventory items, perform the following steps:

  1. In the left pane of Back Office Management console, expand the Inventory node and click Locations.
    This displays a list of available locations similar to the following screen:
  2. Click Add, enter the location name, and click Save.

For more information, see Locations.

Adding New Inventory Items

After you created a category and location to store an item, you can add new inventory item to your stock:

  1. In the left pane of Back Office Management console, expand the Inventory node and click Inventory Items.
    This displays a list of existing inventory items simililar to the following screen:


  2. Click Add and complete the Add Item form that opens:

    The Add Item form defines the following elements:
    • Name (mandatory): specifies the inventory item name;
    • Brand: specifies the item band;
    • SKU: specifies the item SKU;
    • UPC: specifies the item UPC (Universal Product Code);
    • Category (mandatory): from this list, select the item category;
    • UOM: from this list, select the unit of measurements for your item;
    • Reorder Point: specifies a minimum amount of items (in UOM), which triggers an automatic ordering of this inventory item. 
      NOTE: To enable an automatic ordering of this item, turn the Auto Ordering toggle button ON.
    • Alcohol, Tobacco Product: select an appropriate checkbox if the inventory item belongs to these categories of products.
    • Menu Item: when ON, automatically adds this item to menu items list.
    • Category (mandatory for menu items): from this list, select a menu category to which to add this item;
    • Base Price: specifies the menu item price.
  3. Click Save.

Commands of Items List Menu Bar

The Inventory Items list has the top menu bar:

The following menu commands are available:

  • Add: adds new inventory item;
  • Delete: deletes selected item(s) from the list;
  • Filter: allows you to filter the items list by specific criteria;
  • Search: start typing a search key to display only items that match the search key;
  • Location, Category: allow you to filter the items list by these criteria. For example, if you select Fruits from the Category list, the Inventory Items list will contain only fruits;
  • Import Items: click to import inventory items from an XLSX file.
    NOTE: YumaPOS will prompt you to download the XLSX file template.
  • Recipe Availability: allows you to display inventory items with recipes, without recipes, or both.
  • Archive: click to restore deleted inventory items.

Transferring Inventory Items

You can transfer inventory items from one location to other location. For more information, see Acts of Transfer.

See also