====== Inventory Tally Setup ======

There are several sections to setup the system.
  - [[guides:frozenyogurt:frozen_yogurt_inventory_tally:tally_setup#Transaction Types|Transaction Types]]
  - [[guides:frozenyogurt:frozen_yogurt_inventory_tally:tally_setup#Control Panel Setup|Control Panel Setup]]
  - [[guides:frozenyogurt:frozen_yogurt_inventory_tally:tally_setup#Inventory Item Setup|Inventory Item Setup]]

This is a sub page of: [[guides:frozenyogurt:frozen_yogurt_inventory_tally|Frozen Yogurt Inventory]]

===== Transaction Setup =====

From Office (Main Toolbar) - System - Order Types

  - Make an Order Type Called 'Process'
  - Set the Filter Type = 'Purchase Order (Other)'
{{:guides:frozenyogurt:inventory:setupprocess1.png|}}

  - Make an Order Type called 'Inventory Tally
  - Set the Filter Type = 'Sales'
{{:guides:frozenyogurt:inventory:inventory_tally.png|}}

==== Control Panel Setup ====

Go to Office - Control Panel - POS Terminal.\\

Change the settings to match what you see below.\\

{{:guides:frozenyogurt:controlpanelsetup.png|}}

===== Inventory Item Setup =====

Input the inventory:
  * Make an inventory Category.
  * Setup the Items you will be purchasing.
  * Setup the Items you will be moving from the purchase amount into buckets. (To decrease purchased inventory).

** Setup an Inventory Category **\\
{{:guides:frozenyogurt:inventory:inventory_category.png|}}

**Add Inventory Item to the Menu Screen**\\

Input new inventory items. Rather than entering the price of the item, like you would for items you sell, input the whole sale cost of the item in the 'Cost Column' of the price category.

<note tip>CCS will perform average cost reports of your inventory items. So items that you purchase, average cost will be adjusted for the total value of inventory.</note>

{{:guides:frozenyogurt:inventory:purchase_item_setup.png|}}

** Add Tally Items to the Menu Screen **\\

Tally Items are items that decrease the amount of another inventory item. So if you purchase a 64 ounce container of strawberries, and move it into a 8 ounce bucket, you would have an 8 ounce bucket tally item. Every time you did an entry with the 8 ounce bucket, it would decrease the 64 Ounce Strawberry count by 8.\\

<note tip>For the most accurate inventory, the tally items would be marked as 'Weighted Items.' In order to make the correct entry, you would weight the item as it's input into the process order.\\ \\
You would also have a 'Waste Item' That would deduct the amount of waste from each item that is cut, or discarded. This would be the same as the regular 'Tally Item' but it would be noted in the item name as 'Waste' </note>

Input the 'Inventory Tally' items the same way as you would a 'Purchase Item' You would then take the additional setup of selecting the item they will deplete. From the 'Menu Layout' press the 'Open Item Information' window and navigate the 'Process' tab as shown below.\\

{{:guides:frozenyogurt:inventory:process_item_setup2.png|}}