Purchase Items

The Purchase Items activity manages various aspects of item usage. Setting default reporting measures ensures consistency and accuracy. Identifying count frequencies helps track usage patterns and optimize inventory levels. Reviewing units of measure for Purchase Management, Waste, Prep, and Inventory maintains precise records and efficient workflows. These settings streamline processes, reduce waste, and enhance productivity.

How do I add a Purchase Item?

Items can only be added by your Administrator. Please follow your process for requesting new items to have them added.

How do I modify a Purchase Item?

Purchase Items are created and maintained by your Administrator.  Some settings can be modified in the Purchase Items activity.

• Default Purchase UM - Select the unit of measure to be auto-assigned as the default when creating an invoice.
• Default Reporting UM - Select the unit of measure to be posted to those reports using the Reporting UM parameter
• Count Frequency - Select Every Day, Period, Sub-Period or Days (then select the specific day(s) of the week) to define when this item can be counted in the Inventory activity.
• Active - Setting the Toggle to Off will no longer allow this item to be used in any activity.  The item will only be present in reporting where data exists.
• Units of Measure - Each measure assigned to this store will appear in this section. Any measure with a checkmark can be used for the corresponding permission. Measures with an empty circle are available but cannot be used until a checkmark is placed in the circle.  Any measure with an x for the corresponding permission can only be adjusted by the Administrator.

How do I delete a Purchase Item?

Purchase Items cannot be deleted.  They can be marked inactive.  An inactive Purchase Item can no longer be used in any activity.  The item will only be present in reporting where data exists.

1. Go to Purchase Items
2. Navigate to the item
3. Toggle Active to Off

How do I mark a Purchase Item as unavailable for use?

1. Go to Purchase Items
2. Navigate to the item
3. Toggle Active to Off to remove this item from use with any activity.
4. To remove this item from use within a specific activity only, select the > Chevron
5. Navigate to the Unit of Measure to be updated
6. Remove the check for the corresponding permission to no longer allow this item and unit of measure combination.

How do I mark a unit of measure as unavailable for use?

1. Go to Purchase Items
2. Navigate to the item
3. Select the > Chevron
4. Navigate to the Unit of Measure to be updated
5. Remove the check for the corresponding permission to no longer allow this item and unit of measure combination.

How do I mark a Purchase Item as available for use?

1. Go to Purchase Items
2. Navigate to the item
3. Toggle Active to On
4. To add this item to a specific activity only, select the > Chevron
5. Navigate to the Unit of Measure to be updated
6. Add the check for the corresponding permission that currently has an open circle to allow this item and unit of measure combination.

FAQ

Who cares about Purchase items?

Stakeholders across various departments, including procurement, finance, inventory management, and operations, care about purchase items. Efficient management of purchase items ensures resources are used effectively, costs are controlled, and inventory levels are optimized.

What is the goal of Purchase items?

The primary goal of managing purchase items is to streamline procurement activities, reduce costs, enhance supplier relationships, and ensure the timely availability of necessary goods and services. This process aligns procurement strategies with broader business objectives, driving operational excellence and overall business success.

Where can this information be viewed?

 Information related to purchase items can typically be viewed in procurement management systems, purchasing dashboards, and relevant reports. These tools provide detailed insights into procurement activities, supplier performance, and inventory levels

What other reports or activities are impacted by an entry in Purchase items?

Entries in purchase items impact various reports and activities, including purchase order status reports, inventory management reports, supplier performance evaluations, and cost analysis reports. These entries help track spending, monitor procurement documents, and make informed decisions to optimize procurement strategies.