Click to view/hide picture.The Waste/Donations screen lets you reconcile reductions of inventory or menu items for events other than sales or inter-store transfers. A typical waste event might be spoilage or production waste; a typical donation event might be a convention that has asked for food in exchange for publicity.
You can chose between inputting waste/donations as inventory items or menu/prep items. Selecting inventory input will pull item totals directly out of your theoretical inventory. Selecting menu item input will reduce your theoretical inventory incrementally, based on the menu item or prep item recipe associated with the item you select.
Note: In order to use the menu item input method you will need to have recipes defined for the prep items or menu items you want to enter into waste/donation
Note: In order to use Compeat to track waste/donations, the system must be properly configured (see Inventory Adjustments Setup).
You can view or print postings of Waste/Donations on the Waste Donations Register. Alternatively, you can export the data to Excel by clicking the Export to Excel button.
Click to view/hide picture.
When you select Waste/Donations, you will first be shown a list of existing records; either select one to modify or click Add Record to create a new one.
Transactions will not affect your inventory unless they are posted.
Note: you cannot adjust posted transactions in this screen. You will need to access the Void Waste/Donation screen.
Trx Num This field displays a system-generated transaction number.
Trx Date Enter the date of the transaction in this field.
Fill in all the line items you want to include in this inventory reduction.
Trx Type Select either Waste or Donations to indicate the transaction type.
Item Description, Item #, Inventory Unit, Amt. Each, Ext. Price When you select an Item Description or Item Number for the line item, all these fields fill in automatically. You can choose prep items in addition to restaurant items. The inventory unit and amount each are defined on the item's Restaurant Inventory Item or Prep Items screen, and prices cannot be changed on this screen.
Qty Enter the number of inventory units to be reduced. Compeat will automatically calculate the extended price and total based on the amount entered in this field.
Reason Code (optional) Select a reason code from the drop-down menu. Reason codes are initially setup under Inventory Transfer Reason Codes.
