Copy Items Wizard

This feature allows you to copy items from one entity to another. The wizard provides options that allow you to control what data is copied.

This feature is only available to users with permission to items being copied (i.e., no Level 2 restrictions), entity access for the source entity, and entity access to the destination store. If a mix of restricted items and unrestricted items is specified, only the unrestricted items will successfully copy. Likewise, if copying to a restricted and unrestricted entity, items will only be copied to the unrestricted entity. Copying will fail entirely if attempting to copy from a restricted entity.  

Note: This help topic covers the Copy Inventory Items and Copy Prep Items wizards. The options available will vary slightly between the two. Options will also vary between Commissary and regular entities.

Important: You should use this feature with caution as it has the potential to overwrite existing data. You can restrict access to this feature using Group security rules.

Step 1

Select the source entity, destination entity, and items or item-group to copy.

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• List items # Optionally specify a comma-delimited list of inventory items to copy to another entity; leave blank to copy all items. Typically you would either specify a value in this field or in the "Item # Range" field below.

• Item # Range Optionally specify a range of inventory item numbers to copy to the destination entity; leave blank to copy all items.

Note: If you specify both a list of inventory items and a range, Compeat will copy only those items that meet both criteria. For example, if you specify item 400 and items in the range 700-800, no items will be copied, because no items meet both criteria. You could specify items 702 and 900, and items in the range 700-800; in this case, Compeat will only copy item 702.

• Item Levels Optionally specify a level of inventory items to copy to the destination restaurant.

• Copy From Select the entity number of the entity you wish to copy from (the source entity).

• Copy Items To Enter the entity numbers of the entities you wish to copy items to. If left blank, items will be copied to all entities. You can only copy to restaurants that you have security access to.

• Store Group Optionally specify store groups (defined under Enterprise Definitions) to receive the copied inventory.

• Overwrite fields for existing items Check to overwrite existing data. This affects all of the fields available to select in Step 2  (restaurant-specific inventory details, but not the detail tables such as purchase units).

Note: When copying items from one restaurant to another, the destination restaurant’s inventory file is not cleared before the source restaurant’s items are copied; therefore, if the destination item has defined restaurant information for items that the source restaurant has not, these items will not be removed.

Step 2

This step allows you to select specific details to be copied. Select fields that you wish to copy in the left panel and click Add to move them to the right panel. All fields in the right-hand panel will be copied.

There are three groups: Commissary, Common, and Inventory. The Commissary group includes commissary-related fields, and is only available when a commissary is selected as the source entity. The Common group includes fields that are used in both Prep and Inventory Items (the same wizard is used for both Inventory and Prep Items). The Inventory group includes fields specific to Inventory Items.

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Step 3

Select additional item details to copy. This step provides options for copying the fields below along with their related data. These fields are associated with other fields that should logically be copied together. For example, if you copy bar codes, the bar code number and the unit type will be copied together.

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• Purchase Units Includes the following fields: Container, Inv Units per Container, Inventory Units, Purch Units Description, Default, and Split Qty. More

  Without using the "Replace" option, records will be copied if the Container, Split Qty, inventory units per purchase unit factor combination do not exist and the inventory unit of measure for the destination store matches the source store.

• Locations Includes the following fields: Location, Position, and Preferred. More

  Without using the "Replace" option, records will be copied if the combined Location and Position value does not already exist. If the location is defined more than once with a blank position in the source, only a single location will be copied.

• Ignore Position Assignments When checked, the system will ignore Position assignments when determining matching records, and Positions will not be copied into the destination entity.

• Vendor Info Includes the following fields: Vendor Name, Item Code, Last Purchase, Purchase Unit, Purchase Unit Cost, and Preferred. More

  Without using the "Replace" option, records will be copied if the destination entity does not have a matching Vendor/Purchase Unit record; meaning that no record exists that has a matching Container ID, inventory units per purchase unit factor, Split Qty, Vendor Code, vendor pack size, and item code combination.

   The Vendor Info will only be copied if a matching purchase unit already exists in the destination entity for that item, meaning that it has the same Container ID, inventory units per purchase unit factor, and Split Qty fields. The preferred vendor field will only be copied if a preferred vendor does not already exist in the destination entity.

  Vendor Info will not be copied if the inventory units in the source and destination store do not match.

• Copy Vendor Info and Activate Vendor Access If you wish to activate vendors in the stores you are copying vendor information to then this box should be checked. If the stores you are copying to do not have the same vendors for all items being copied, and you wish to keep the vendors inactive in those stores, then leave this box unchecked.

• Bar Codes Includes the following fields: Bar Code and Unit Type. More

  When not using overwrite mode, bar code will only be copied if no matching bar code exists (for any item) in the destination entity.

• Production Markups (Commissary only) Includes all fields in the Prod. Markups tab of Prep Items (in commissary entity). More

  Without using the "Replace" option, records will be copied if the Markup, GL Account #, and Rate combination do not already exist.

• Outside Order Pricing (Commissary only) Includes all fields of the Outside Order Pricing grid (in Commissary entities on the Commissary tab of the Restaurant Inventory Items screen). More

  Without using the "Replace" option, records will be copied if the Price Level, fixed cost, fixed cost UOM, Markup $, Markup %, markup UOM combination does not exist.

• Outside Order Offsets (Commissary only) Includes all fields of the Outside Order Offset grid (in Commissary entities on the Commissary tab of the Restaurant Inventory Items screen). More

  Without using the "Replace" option, records will be copied if Price Level, Offset $, GL Account # combination does not exist.

You can select between the following options:

• No Action The data will not be copied.

• Add records from source entity not found in destination entities Copies without overwriting existing matching records.

• Add records from source entity not found in destination entities as default/preferred Copies without overwriting existing matching records and sets the default/preferred flag according to the source entity's settings.

• Replace records in destination entities with records in source entity Overwrites existing records in the destination entity.