Inventory Management
F&B Ingredient Configuration
Set up ingredients as Supplied stock, link the packs you buy them in and use them in recipes.
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About
This article explains how to set up F&B ingredients as Supplied stock in the Inventory Management module of Cinchio Back Office.
Supplied stock is anything that
Comes from suppliers
You order it and receive it in.
Moves and gets counted
It creates stock movements and needs counting regularly.
Goes into recipes
For F&B, it can be an ingredient in Recipe stock items.
Can be sold as it is
For F&B and retail, it can be sold straight to customers in its Stocking Unit Size.
Ready to start?
Go to the Create tab.
Create
Create the ingredient as a Supplied product, set its sizes, then link the supplier packs you order it in.
Prefer to watch?
There's a video tutorial below the steps.
Steps
1
Start a new product
Go to Product Management > Products and select New Back Office Product.
2
Fill in the product details
Fill in:
The ingredient's name, as you want to know it. Suppliers don't see this.
Copy the long name into this field.
Your internal code for the product. Suppliers don't see this. If you don't need one, copy the PLU.
The master group the product reports to.
The group the product reports to.
Select Supplied.
3
Set the product sizes
Set the product's three sizing units. Each one is based on the base unit, and after each size a message checks the values make sense.
Choose a size to see what to enter:
Product sizing information
Base unit
A description of the product's base unit.
Choose the base unit carefully
The base unit should be the smallest size you need for this product. Every other size is based on it, and it's the size you'll see when linking supplier products and using the product in recipes. It can't be changed later.
Stocking unit
A description of the product's stocking unit.
How many Base Units are in one stocking unit.
Choosing a stocking unit
It depends on the product. If the product comes in smaller packs, such as a box that splits into sleeves, use the smaller pack so users can count in it. If it's usually measured, use a measurement such as KG or litre. If the same product is sold as supplied, such as a retail item, use the size it's sold in.
Receiving unit
A description of the product's receiving unit.
How many Base Units are in one receiving unit.
Choosing a receiving unit
Use the size you normally receive from suppliers. If different suppliers send different pack sizes, you can add those later. For now, choose the one you get most often, to make movements and counts easier for your users.
4
Create it and open the Suppliers tab
Select CREATE & ADD MORE DETAIL. When the product opens, go to the Suppliers tab and select ADD SUPPLIER. You can link several packs, to cover different suppliers and pack sizes.
5
Fill in the supplier pack
Fill in the pack details:
The supplier.
Whether to include this pack when creating orders with the Valid Products option. Recommended for products you order often.
The supplier's name for the product. The supplier sees this.
The supplier's code for the product. The supplier sees this.
A description of the pack size. The supplier sees this.
How many of the product's Base Units are in the pack.
The product's net cost from the supplier.
Whether the cost is contracted. A contracted cost can only be changed here. If it isn't contracted, it can be changed on each order.
The product's tax rate.
For reference: the cost per Base Unit.
For reference: the cost per Stocking Unit.
Tick if the product can be ordered from this supplier. Use the Show Enabled Products Only toggle to show all packs or only enabled ones.
Whether the product is a split or a case. Selected EDI suppliers only.
Suppliers with a catalogue
If the supplier has a supplier catalogue enabled, the pack settings follow the catalogue. Find out how supplier catalogues work.
6
Link any other packs
To link more packs, select ADD SUPPLIER again and repeat step 5.
The ingredient is set up as Supplied stock, with its supplier packs linked. It can now be ordered and added to recipes.
Video tutorial
Prefer to watch? This video shows how to create a supplied product, from setting up the sizes to linking supplier packs.
Edit
Update an ingredient's details, its supplier packs, or the recipes it's used in.
Open the product first
Go to Product Management > Products, find the product and select EDIT, then PRODUCT.
Product details
What do you want to change?
Core product details
For product details that aren't specific to inventory, find out how to edit a product.
Product sizing
Never change the base unit
The Base Unit of an existing product must not be changed. Find out why the base unit can't change.
In the Product Sizing section of the Product Detail tab, you can change:
Rename the stocking unit.
Make sure this is the number of Base Units in a stocking unit.
Rename the receiving unit.
Make sure this is the number of Base Units in a receiving unit.
The size to use across inventory reports.
After any change, check the Product Sizing Sanity Check to make sure the sizes make sense.
Find out more about product sizing.
Allergens and nutrition
Supplier packs
What do you want to do?
Link a new pack
Link more supplier packs to cover other suppliers or pack sizes.
1
Open the Suppliers tab and select ADD SUPPLIER.
2
Fill in the pack details. See the supplier pack fields.
3
To link more packs, select ADD SUPPLIER again and repeat.
Suppliers with a catalogue
If the supplier has a supplier catalogue enabled, the pack settings follow the catalogue. Find out how supplier catalogues work.
Update a pack
Updating lots of products?
For changes across many products, such as a price increase, use the Supplied Products report.
On the Suppliers tab, you can change these details for any linked pack. See the supplier pack fields for what each one does.
- Included In Auto Orders
- Supplier Product Name
- Supplier Product Code
- Pack Name
- Pack Size In Base
- Supplier Price
- Contracted
- Tax Rate
- Enabled
- Split/Case
Suppliers with a catalogue
If the supplier has a supplier catalogue enabled, the pack settings follow the catalogue. Find out how supplier catalogues work.
Disable a pack
You can't remove a supplier pack from a product, but you can disable it. That hides it and stops it being ordered.
1
On the Suppliers tab, find the supplier pack.
2
Untick Enabled and save the product.
The pack can no longer be ordered. To see disabled packs again, or re-enable them, use the Show Enabled Products Only toggle.
Recipes
You can also add this ingredient to recipes, or change how it's used in them, from the supplied product.
What do you want to do?
Add it to a recipe
1
On the product's Used By Recipes tab, select Link Recipe and choose the Recipe Product.
2
Select Continue. The recipe product, its size and its current cost at this site are shown for reference.
3
Against the Recipe Component, enter the Size of this ingredient to add. The Component Cost and the recipe's new cost are shown for reference.
4
Select Confirm.
The ingredient is now a component of the recipe.
Update or remove it
On the product's Used By Recipes tab:
Change the quantity
Select Edit, change the quantity and select Save.
Remove it
Select Delete to take the ingredient out of that recipe.
Archive
When a supplied product is no longer needed, take it out of inventory and delete it. You need to remove all its ties to inventory first.
Delete rights needed
You can only delete a product if your user role allows it. Find out how user role rights work.
Steps
1
Open the product
Go to Product Management > Products, find the product and select EDIT, then PRODUCT.
2
Remove it from recipes
On the Used By Recipes tab, open each recipe listed and remove this product as a component. Then go back to the product.
3
Disable its supplier packs
On the Suppliers tab, untick Enabled on every linked pack, then select SAVE & REMAIN.
4
Take it out of inventory
On the Product Detail tab, change Stock Type to Other and select SAVE & REMAIN. The product is no longer an inventory product.
5
Delete it (optional)
Select DELETE and confirm. This hides the product rather than truly deleting it, so your product list stays tidy while historical data still links to it.
The product is archived. If you need it again, you can recover a deleted product.