Product Item search

Here is the detailed description for the tabs below.

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This will be ticked by default and will load all your saved stock items in your stock file.

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When you tick this tab and refresh the screen it will then display all your sales items.

Note: remember to take the ticks out of the tabs of the items that you don’t want. And always use the refresh button when you change something.

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This will display your recipes if you have linked recipes to your stock items.

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This is a link between stock items and recipes, ones you have created your production recipes you can use it to link it to your recipes, so you don’t have to break your direct link to your stock items. So when this is ticked it will display your production list.

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This will show you if you have any containers linked to some of your stock items.

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The exclude deleted tab is also set by default, this only when unticked will display all the items that has been deleted.

·      Exclusive:

·      Hold Selection: When you tick this button the program will remember your last setting in the stock search.

Stock Filter by Department Tree

On the right side of the search bar you will get a table that say’s Filter by Department Tree, when you click on the tab it will display a + sign on the left of Department.

With this you can do your Stock Item search selection by Department.

Stock Search by Name

There is also a feature at the bottom of the screen for you to search by typing in the description of the product.

On the left it will display the amount of items that is currently showing in your search bar and it also shows you what Branch and Cost Center you are currently working on.

Note: Always remember that you have to be on a Cost Centre when you want to view your stock items by Branch, the way you will know this is that the Show Branch button will be grayed out and you won’t be able to access it.

Stock Item Details

This screen will display everything you need to know about that specific stock item and you can edit or add recipes on this screen. This will all be explained below.

Product Code

This product code is a unique stock item in your catalogue and may be up to thirteen characters in length. If you are amending a previously saved stock item, then by clicking on the product code button you can bring up a list of all previously saved stock items which is displayed above (page 2).

The stock item can also be a bar code number which can be used in conjunction with the label printer function which is included in procure.net.

Note: When you load a stock item that is also a Bar code then you will see a BC symbol on the right hand side of the product code field indicating that this is a bar code stock item. You will therefore also be able to scan this stock item into a PDT.

Descriptions

The User can enter a unique description for that particular stock item. In the Micros POS the product description is sixteen characters in length.

Additional information can be entered into the “Short Description “box found under the “Description “button if the description is longer than 16 characters.

When creating a new stock item, Procure.net may automatically assign the next available stock item code by clicking on the new product number. That is to say if you are standing on a cost center.

New Product Number

By clicking on the “ New Product Number “ button, Procure.net brings up a list of cost centers and their available item numbers.

Your available code will be displayed in the right hand column and you can accept this number by clicking on the Use button at the bottom of the screen.

The system automatically generates the next available stock item number based on the stock item number range that you originally set-up when you created your cost center.

This product range will be used for new stock items only and does not apply to stock items imported from another application. This new stock item number will be automatically inserted into the Product Code line and the cursor moves to the Descriptions line where you can enter your unique stock item description.

Note: If the user creates a stock item number that is larger than the stock item number in the cost center range, then Procure.net will still accept this new stock item number. The application can also import stock items from another application. When these stock items are imported the user must specify whether the item is a Major item or a Minor Item before the stock item is imported and the Procure.net will link these stock items based on the settings flag found under the Settings Button on the Branch Level main screen page.

Cost Center Links

The Cost Center links button is used to link your Product or Sales Item to the Cost Centers that will be using the stock item or retailing the sales item.

To link a product item to a cost center, click on the Cost Center Links button to bring up the navigation tree for your branch. You can navigate through the tree and link the stock item to all those cost centers that require the item.

This action will make the stock item available for ordering in all the cost centers that have been selected. If the cost center is a sales center as well then you will be able to add a selling price to that item by clicking on the ellipsis button in the Selling Price column. You can now enter the selling price of the stock item based on a profit margin or % mark up.

Note: If stock items have been imported into Procure.net from another application then the user will be required to review every stock item and link it to the required cost center or department.

When a new product item is created it is important that the user navigates through the navigation tree to the cost center where they would like to create the new stock item first before creating the stock item, and then the Cost Center Links will be updated automatically. If the stock items are created at a branch level then the user will be required to link each and every stock item by clicking on the cost center links button.

After you have linked the stock item a confirmation screen will confirm this back to the user.

Once you have entered all the information in the details panel you will then need to update the General Tab by clicking on the Save button at the bottom of the product screen.

Selling Price Analysis

For this feature to work you have to select the recipe tab.

This section of the recipe process would be to establish a selling price based on the budgeted values set by your Branch or Group. There are a number of different factors that need to be taken into account when deciding on an appropriate selling price.

The guideline can be based on the stock items gross profit, cost price % to selling price (Excl) or any other criteria that your branch would mandate as appropriate to their operation.

Selling Price (Incl)

Enter the selling price that your branch would like to sell the stock item for inclusive of Tax.

Selling Price (Excl)

Based on your selling price the table extracts your Tax from your original selling price and enters the selling price (excl) into this description box.

Net Cost Price

Your Net Cost price will be populated into this cell from your recipe tab screen.

Net Cost %

This is the calculated Net cost % to the new selling price that you entered into the Selling Price (Excl) cell above.

Gross Profit

Your gross profit will be calculated in this cell by subtracting your Net Cost Price from your Selling Price (Excl).

Gross Profit %

Your Gross Profit % is calculated by taking your Gross Profit and dividing it into your Selling Price (Excl).

Mark-up %

Your Mark-up % is calculated by dividing your Gross Profit into your Net Cost Price presented as a percentage.

Cost Ratio

Your Cost Ratio is additional information showing the user a Net Cost Price to Selling Price ratio.

Update selling

If you would like to accept the new selling price then click on Update Selling button to have this information updated into your product information screen. You will be returned to the recipe tab screen.

When you are satisfied with the recipe and costing, click on the Save button to update your information. You will be taken to a blank product screen where you can enter a new product to review and or update.

At the bottom of the Recipe Tab screen are set of additional function buttons to help with calculating additional information with regards to your recipe that you are creating or working with. This will be handled later in the manual.

Use in Product Sales Analysis

On the main heading of the Product screen you will also find the flag setting where the sales item that you have created can be included in your Menu Engineering and Sales Analysis pages found on your Trade Analysis page.