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Create an inventory item

Tip  Click on the hyperlinks next to the arrows to expand each section or click the show all link at the top right of this page.

  1. Select the Shopping Navigator tab.

    2. How?

  2. On the Action menu, point to New, and then click Inventory Item .

    3. - or -

    Right-click on the navigator treeview and then, on the popup menu, point to New, and then click Inventory Item.

    - or -

    Select an inventory item in the Navigator treeview and click New on the task toolbar.

  3. Enter the inventory item properties.

    1. Type the name of the inventory item in the Name box.
    2. Click the Inventory Folder ellipsis button to select an inventory folder for the new inventory item.
    3. Type the inventory item comments in the Comments box.
  4. Click Next.
  5. Select the inventory item ingredients.

    1. Select the ingredients you would like to associate with the inventory item. For example, if your new inventory item is milk, you might want to select whole milk, 2% milk and 1% milk.

      Note  An ingredient can only be associated with one inventory item.

      Note  An inventory item must be associated with at least one ingredient.

    2. If more than one ingredient is associated with the inventory item, select the one you use most often (and shop for) and click Default to make that ingredient the default ingredient for the inventory item.
  6. Click Next.
  7. Enter the inventory data for the item.

    1. If the inventory item is on hand enter the on hand quantity and unit.
    2. If you want to specify a minimum order quantity, enter the minimum order quantity and unit. For example, it might not make sense to order less than a gallon of milk because it is so much cheaper by the gallon.
    3. If you want to specify an order at quantity, enter the quantity and unit. For example, if you want to order more milk when your inventory level reaches half a gallon then enter 1/2 gallon as your order at quantity.
    4. If you want this inventory item to be ordered when you restock inventory then enter an order up to quantity and unit.
    5. Select the order quantity mode for the inventory item. For example, if you select Fraction then the inventory item will appear as "1/2 gallon milk" on a grocery list. If you select Decimal then the inventory item will appear as "0.5 gallon milk" on a grocery list.
    6. Select the order unit for the inventory item. This is the unit that will appear on grocery lists.
    7. Enter the singular and plural display names for the order unit (e.g. "gallon" and "gallons").
    8. Select When ordering always order multiples if you want to order only multiples of the order unit. For example, you can't order half a bottle of ketchup. Selecting this option will round up order quantities to the nearest specified multiple.

      9. Tip  Click Add Measure to add a measure to the inventory item (this actually adds the measure to the default ingredient for the inventory item).

  8. Click Finish.

More information

Rename an inventory item

Edit an inventory item

Create an inventory folder

Create an inventory worksheet

Create a grocery list to restock inventory