Inventory Control Sheet Templates

Configuration > Point of Service > Inventory Control Sheet Templates

Inventory Control Sheet Templates are used to determine the sales items on Inventory Control Sheets.

Inventory Control Sheet Template Screen

Screenshot of the Inventory Control Sheet Template screen as described on this page.

  1. Search - search by name

  2. All Serving Sessions - filter by serving session

  3. Include Inactive - check to include inactive templates

  4. Reset - click to reset search parameters

  5. Add New Inventory Control Sheet Template - click to create a new template
    Screenshot of the Add New Inventory Control Sheet Template modal as described on this page.

    1. Name - enter template name

    2. Serving Session - select serving session

    3. Building Groups - select building group(s) to which the template applies

    4. Cancel - click to return to the previous screen without saving changes

    5. Save - click to be redirected to the individual template screen

  6. Name - click to sort by name

  7. Serving Session - click to sort by serving session

  8. Active - click to sort by active status

  9. Pencil - click to be redirected to the individual template screen

  10. < > - click to scroll through pages

Individual Inventory Control Sheet Template

Screenshot of the Individual Inventory Control Sheet Template as described on this page.

  1. Name - change name if needed

  2. Serving Session - select a different serving session if needed

  3. Building Groups - update building groups if needed

  4. Item - notice Sales Item Identifier & Name

  5. Trash Can - click to remove the item from the template

  6. Dot Grid - drag and drop to rearrange list of items

  7. Search Items - search by sales item name or identifier to add items to the template or click the Magnifying Glass to open a list of all sales items
    Screenshot of the Search Items modal as described on this page.

    1. Search - search by sales item name or identifier

    2. Tags - filter by item tag

    3. Vendors - filter by Vendor

    4. Reset - click to reset search parameters

    5. Identifier - click to sort by identifier

    6. Name - click to sort by name

    7. Checkbox - check to select item

    8. < > - click to scroll through pages

    9. Close - click to return to the previous screen and add selected items to the template

  8. Active - toggle active status

  9. Copy - click to create a copy of the template

  10. Delete - click to delete the template

  11. Close - click to return to the Inventory Control Sheet Templates screen

  12. Save - click to save changes