Setting up a standard inventory system for checking out individual items in PantrySoft is another way Inventory can be used.
- Under the Inventory Tabs Navigate to the Item Types first. item types which are the “categories” items belong to.
- Then set up the limits here, how many in this type they can receive each visit or the max of each item in this type they can take per visit.
- They can be customized based on household size as well.
- Additionally, an Expanded Item Limit Frequency Rule can be activated to allow individuals to select the item based on a time frame as well such as a monthly or annual basis. This rule is designed to regulate the frequency of selections.
Moving on to the Items tab under Inventory:
- Label the Item
- The item number is auto populated, or you may choose your own.
- Choose the correct Item Type it fits in.
- Set up the specifics on this item, Unit of measure (if you do not see the one you need this can be found and edited under the setup tab, in the picklist) Value (what this would cost in store), Weight (measured in lbs., numerical value in this field only)
- If you are utilizing credits, you will assign it here
- Reorder Threshold: This item will be flagged as needing to order when it falls below this number on the available inventory screen.
- Out of Stock Threshold: When inventory has this many items or less it will be marked as Out of stock and will be unavailable to customers. This can be set as a negative if your order is on demand.
- Choose where you want this item to show. Active means it is currently being used in the system, Visit is on the dashboard for admin use, kiosk is for the kiosk user to see it and storefront is where the customer shops online.
- The frequency rules will populate over from the Item Type you set, or you can override them in the next section.
- A case quantity and Name can be set for easy check in here.
- Finally, by setting up a background color, image and description, you can customize your storefront appearance here.