Setting up inventory items as sale items

What are Commissary inventory items?

In Commissary accounts, MarketMan allows you to easily set your inventory items as sale items.

The difference between an inventory item and a sale item is the purpose of the item.
Inventory items are products that you buy from external suppliers while sale items are what is “sold” or offered to your locations / customers, by the central production kitchen.

Why should I use it?

 If you buy items from your suppliers and sell them as-is, this is the perfect solution for you!
In one setup you can set how you buy the item, and how you sell it.
If you make your items in-house, you should use preparations for that!

HOW TO SET UP INVENTORY ITEMS - Step by Step
  1. Go to "Inventory" > "Inventory items"
    Then click on "Add" at the top right corner, and "Add" once again.
    For the Excel import instructions, check out this article.
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  2. First- we'll search for the supplier name and select the supplier from the list,
    Or click on "Create new" at the bottom and enter the new supplier details.
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  3. Enter the item name - exactly the way it appears on the invoices.
    Then add the category. It is important to have categories for EVERYTHING you do later in MarketMan.
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  4. Now, we're going to set the size of this item- the way we purchase this specific item from the supplier. See the list of our available UOMs.
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  5. And finally, we're going to add the SKU and price!
    You can set the price to be per case of per unit - the available unit is the selected UOM
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  6. The bottom part is all about the inventory count and on-hand levels. First, we can select the storage areas that will be housing this item (you need to create them first)
    You can select as many as needed!
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    We can set an alarm for Min on hand (when should MarketMan alert you to order more)
    and the par for ordering suggestions (how much you'd like to have when you're fully stocked). Please note setting the par here is per UOM. It might be easier to do it on the ordering screen later on. Read more about it here.
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    Lastly, we can set the way we count the item - tick / un-tick those boxes to count your items in different sizes. 
    For example, this setup:
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    Will allow me to count the item by the pack (that happens to be 5lb), the case (4 of those packs) or just weigh what I have and enter the total lbs.
    On the inventory count, it would look like this:
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HOW TO ADD SALE ITEM DETAILS - Step by Step

On the very bottom of your items, right on top of "system info" you'll see the "advanced" button.
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Clicking on this button will load some new fields to your item. Make sure to click on the "sale" checkmark at the to.

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  1. Now that you clicked  the "sale" option, you should have a new part on the bottom to set the sale item size and price, as well as add images for your catalog items!
    Scroll down and start with the item name - it should be as detailed as possible to help your customers order exactly what they need.
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  2. Put in the size of your sale item. This is where you'll be able to change the final sale size if you're breaking a big case and selling single packages. MarketMan will automatically calculate your cost price based on the current purchase item price.
    For example, if I buy cases on 100 apples each, but sell them in 50s.
    Here's how my inventory item (=purchase option) is set:
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    Here's how my sale item is set:
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  3. MarketMan Automatically assigns the sale price at cost, and calculates based on the final sale size.
    You can also set the price manually to be anything you want. Click on "Cost" and select "Manual" from the drop-down
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    Then enter the manual price.
    If you're looking to add a percentage markup, you can manage all items at once on the price lists!
  4. Add count options as needed. If you're selling your item as a different size, more count options will be added for you:
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  5. If you're charging taxes on your items (even if just for some) you can set this up right here!
    On the bottom part of the "sale" section, you can select the tax rate for the item. Available rate vary based on locale.
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    Don't forget to hit "save"!
    Your inventory item will now be available for purchase from your suppliers, and your sale item is created for customers/locations to order.
Mastering Inventory items - More advanced mode options
  • You can now see on the bottom which recipes are using this inventory item.
  • When you click on the little pencil next to the purchase option- you can set up this specific item, and add advanced setup options. 
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    For example: you can decide to remove this item from the ordering screen.
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  • If you added the inventory item or sale item by accident, you can delete it just be careful as that removes any historical data and cannot be undone!
  VIDEO TUTORIAL

  

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