The Import Items From Menu Wizard will import stock items from your menu and use the imported information to populate the Stock Items General tab for each item. This wizard is used mainly when setting up Inventory, but may be run any time you add items to your menu to import those new items.
To Import New Items From Your Menu File
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Important Your menu must be "Inventory-ready" before importing stock items into Inventory. See the Inventory-Ready Menu checklist. |
1.Go to Settings> Inventory Settings> Stock Items. 
2.Click the drop-down button 
beside the Add button 
, and then click Import Items From Menu Wizard.
3.Follow the instructions in the wizard to select a menu file to import stock items from.
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Hint Menus are usually located in the C:\SpeedLine\Data\Menus folder. |
4.If there are units of measure (UOM) in the menu that are not yet in Inventory, they will be listed on a New Units of Measure page. To add or change an abbreviation for the UOM, click the Abbreviation field and type a new abbreviation up to 5 characters in length.
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Important If you find duplicate items while reviewing stock items, cancel the wizard, remove the duplicate item using Menu Designer (see Select Items to Track in Inventory), and then run the wizard again. |
5.On the New Items page, review the list of items and make any necessary adjustments:
a.If you are sure that you do not want to keep track of the stock level or ideal usage of an item, clear the Track Stock check box beside it.
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Note Although possible, changing the Item Category field is not recommended, because the item will then be shown in a different category on Inventory reports than it is on sales reports. This makes direct comparisons more difficult. |
b.Review the Stocking Unit for each item, and change it if it is not correct (for example, some items may be imported with a stocking unit of "each" even though they are normally stocked in bags or cans).
6.Click Finish to import the items and close the wizard.
Inventory Setup SpeedStart Tutorial 
•Inventory Setup Tutorial Home
•Step 1: Add a Year of Periods
You are here 
Step 2: Import Stock Items from Menu
•Step 3: Add Global Unit of Measure Conversions
•Step 4: Add Supplier Information
•Step 5: Enter General Stock Item Information
•Step 6: Add Custom Unit Conversion
•Step 7: Enter Stock Item Count Units and Locations
•Step 8: Assign Stock Items to a Supplier
•Step 9: Set General Inventory Options
•Step 10: Set Purchase Order Options
•Step 12: Set End of Day Options
•Step 14: Print Report to Check Stock Items
•Step 15: Enter Initial Stock Item Costs
See also:
