Sometimes it can be useful to categorize your ingredients under the place where they get stored in your business. This is also possible in Apicbase, this article explains how you can do this.
The filter for storage location can be found on inventory level: in the inventory overview (stock) and when counting your inventory. Click on the "search" button to use the filter. You will see 'storage location' preset as a category. Here's how to add sub-categories and to assign your stock items to each storage location.
❗This functionality needs to be set for each outlet.
Add custom fields
To add values to the category 'Storage location', Go to "outlet settings".
Next, choose the outlet you would like to add storage locations and click "Edit Outlet Settings". Go to the tab "custom fields". The category 'Storage location' is already being created by Apicbase. Click on the pencil.
A pop-up will appear. Enter the storage locations as values in the left column. You will be able to see a preview in the right column. Click "save".
Now, these values will be added to the filter in the inventory overview. However, it is not yet usable as we first need to assign the stock items to it.
Assign your ingredients to a specific storage location
To assign stock items to the created custom fields, go to the settings of the desired outlet again, as described at the beginning of this article. Then, click on the tab "Inventory". There, you will be able to download your latest stock item list.
After downloading, you will have an Excel file containing all your stock items. Fill out the storage locations in column G. Bare in mind that the name of the storage location should be exactly written as the entered values! The software will make a distinction between uppercase and lowercase letters.
You can enter multiple storage locations by separating them using a ",". Eg. "Fridge 1, Fridge2"
After finalizing, save your Excel file.
Import it back again in the 'Inventory' tab in the outlet settings of the selected outlet. Click on "save" in the grey toolbar before quitting this screen.
How to add storage location directly from editing an ingredient
To add storage location directly to your ingredient, select a specific ingredient and click "Edit"
Go to "Inventory" tab, select the storage location by clicking the down arrow. Then choose an option on to save: 'Quick Save', Save and... ( go back, go to ingredient grid, go to ingredient detail, add new ingredient).
