Modify Order Detail

For a new order, if "Prefill New Orders" is checked in the Vendors setup screen, when you click in the detail area (the items section), it fills with a list of all items purchased from this vendor for the current entity in the past number of days specified in Enterprise Definitions.

For items that have been assigned to a vendor in the Par Level/Vendor Info tab on an inventory item but do not yet have a purchase date connected to the item from the vendor in question (either because it is a new item or because the record was removed and re-added), those items will also prefill.  

Note: the purchase unit which prefills uses the following logic: a.) If a vendor record for the item exists and its purchase unit is marked as the default purchase unit, then only that purchase unit is selected. b.) If the first condition is not met, and a vendor record exists for the item that is marked as preferred, then the purchase unit assigned to the preferred vendor record is selected. c.) If both of the first two conditions are not met, any purchase units assigned to any vendor record for the item are selected.

All quantities default to zero. To order an item, enter the number of units you wish to order in the Qty field. You can change the purchase unit and amount each, if necessary. All line items with a quantity entered display in an alternate color to allow you to easily distinguish them from items that have no quantity, and thus will not be ordered.

When you save your order, all zero-quantity items will be removed from the list.

If you do not use the pre-fill feature, you can manually enter new line items by simply entering the needed information in a new row.

 

Note: Once a transmitted commissary order has been shipped by the commissary, it can no longer be edited.  If you need to make changes to a shipped commissary order, the commissary must unship it first.

 

Modify an Item

To modify an existing line item detail of an order, click on the cell of the line item you wish to modify:

Note: You can change the sort order of items by selecting a column heading. For example, to group all of the items assigned Inventory Level 1, select that column heading. Once sorted, Compeat will remember the items in the new sort order, so the order will always print, email, convert to invoice or manual check, etc., with the items in the new sort order, rather than the order in which they were entered.

Add an Item

To add an item to the list, click on the template row (last row marked with *). Select the item description or the item number as above. Then fill in the fields described above.

If the item has not been defined in this entity’s Restaurant Inventory Items list, you will be asked if you want this item to appear on cost reports when you try to save the order. If you do not want the item to appear on cost reports, select No.

If you want the item to appear on cost reports, select Yes. The Restaurant Inventory Items setup screen will automatically display and you will be asked if you want the item to be inventoried. To be inventoried, you must specify an inventory unit, purchase unit description, and least one location. If the item will not be counted, select No.

Delete an Item

To delete an item from your order, click anywhere in the row and then click the Delete Row button in the detail toolbar. You may want to do this to thin the list, but you can also just set an item's quantity to zero and it will be removed from the list after you save.

Toolbar

The toolbar of the Order Details contains several tools to assist you with related tasks.

Add Row (icon) Adds a row to the grid.

Delete Row (icon) Deletes a row from the grid.

Move Item Up Moves a selected item up in the list.

Move Item Down Moves a selected item down in the list.

Prefill Items Lists items previously purchased from the selected vendor for the current entity in the past number of days specified in Enterprise Definitions.

New Item Launches the New Item Wizard.

Find Item Allows you to search for a specific item.

New Purchase Unit Launches the Restaurant Inventory Items screen for that item.

Export to Excel Creates a Microsoft Excel spreadsheet of the Order Details grid.