Item Management

Items > Item Management

Item Management Screen

A screenshot of the item search screen as described on this page.

  1. Search - search by Item Name, Item Identifier, Manufacturer Identifier, or Vendor Identifier

  2. Item Attributes - filter by Item Attribute(s)

  3. Include Inactive - check to include inactivated items

  4. Reset - click to reset search parameters

  5. Add New Item - click to add a new item
    A screenshot of the add new item modal as described on this page.
    (not pictured) Identifier - An identifier will need to be entered if Auto Assign Item Numbers is not selected in District Management. Otherwise, the identifier field will not appear, but can be edited on the General tab of the item.

    1. Name - enter item name

    2. Category - select Item Category

    3. Cancel - click to return to the previous screen without creating new item

    4. Save - click to create the item and be redirected to the item's general tab

  6. Advanced - click to open advanced filters (7-12)

  7. Tags - filter by Item Tag

  8. Vendors - filter by Item Vendor

  9. Ingredients - filter by Recipe Ingredients

  10. Category - filter by Item Category

  11. Manufacturers - filter by Item Manufacturer

  12. Local - toggle between viewing the Local district database (default) and the Child Nutrition Database

  13. Search - click to search by advanced filters (7-12)

  14. Identifier - click to sort by identifier

  15. Name - click to sort by name

  16. Item Tags - click to sort by item tag(s)

  17. Active - click to sort by active status

  18. Pencil - click to be redirected to the Item's General tab

  19. Casserole Icon - hover to see the CN Database identifier. Click to be redirected to the CN Database record

  20. < > - click to scroll through pages

Add Item via Import

Items can also be added via an import (typically only used for Inventory and/or Ingredient items)