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Inventory Items are the actual ingredients you stock (e.g., Tomatoes, Cheese, Flour). Each item has a name, unit, category, and optional reorder threshold.

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Overview

  • Add ingredients with name, unit, and category
  • Set a threshold (minimum quantity) for low-stock alerts
  • Set auto reorder quantity and preferred supplier (for purchase orders)
  • Upload a photo to help staff identify the item

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Prerequisites

  • Units and Inventory Item Categories must exist.
  • You need permission to manage Inventory Items.

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Step-by-Step Actions

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1. Open Inventory Items

Inventory items
  1. In the left sidebar, expand Inventory.
  2. Click Inventory Items.
  3. The Inventory Items page opens.

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2. Add a new inventory item

  1. Click Add Inventory Item or Add.
  2. Fill in:
    • Name – e.g., Tomatoes, Olive Oil
    • Category – select from your categories
    • Unit – select (kg, liters, pieces, etc.)
    • Threshold quantity – when to get a low-stock alert
    • Description (optional) – notes for staff
    • Preferred supplier (optional) – for purchase orders
    • Auto reorder quantity (optional) – suggested order amount
  3. Upload a photo if useful (helps staff identify the item).
  4. Click Save or Add.

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3. Edit an inventory item

  1. Find the item in the list.
  2. Click Edit.
  3. Change any detail.
  4. Click Save.

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4. Delete an inventory item

  1. Find the item.
  2. Click Delete.
  3. Confirm.
  4. Note: Items used in recipes or with stock may need to be handled first.

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Common Mistakes and How to Avoid Them

MistakeHow to avoid
Wrong unitDouble-check the unit (e.g., kg vs g) so stock and recipes are correct.
Threshold too high or lowSet a realistic threshold based on how much you use.
Missing preferred supplierAdd a supplier if you want to create purchase orders easily.

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End Result

  • All ingredients are added as inventory items.
  • Thresholds and suppliers are set for alerts and ordering.
  • Items are ready for use in recipes and stock.