Fundamental Elements of Products - Ingredients

Estimated Reading Time: 15 minutes.

Allows entering relevant information about each ingredient, such as its name, code, description, and units of measurement. This function helps maintain a detailed record of the ingredients used in product preparation and facilitates inventory management, cost tracking, and order customization. It is also useful for tracking ingredient stocks and ensuring there are enough to meet demand.

• Product Panel
• Product Creation Panel
• Importing Ingredients

Product Panel

This section is dedicated to displaying the detailed and complete list of inventory ingredients. In addition to providing accurate information on various aspects of the ingredients.

Segment	Description
New Product	Allows the creation of a product/ingredient in the database.
Advanced Search	Provides access to a product, either by name, barcode, categories, family, group, or warehouse, in order to reduce search time.
Download Products without Supplier Icon	This field allows exporting the inventory of ingredients, omitting the supplier.
Are you sure to export to PDF Icon?	From here, ingredients can be downloaded in PDF format.
Print Barcode	This icon provides access to barcode printing, where label format, description, expiration date, allergens, and other relevant item data can be set.
Archived Products	This field provides access to archived products, allowing them to be viewed or activated. (Note: These products are not visible on the iPad).
Products View	This section displays the products in view, with 30 items per page.
Image	Here you can see the image previously set for the products. (Note: Loaded at the time of creating the ingredient).
Code	This section displays the encoding previously set for the products. (Note: Assigned at the time of generating the ingredient).
Name	This point displays the title previously set for the products. (Note: Set when creating the ingredient).
Product Unit	This field displays the previously set discount unit for the recipe. (Note: Chosen when generating the ingredient).
Category	In this part, the previously set classification for the products can be observed. (Note: Chosen when creating the ingredient and created from the Ingredient Categories > Categories > Create Categories section). These Categories are different from the Categories of Items.
Quantity	This section displays the actual quantity of the product in inventory. (Note: From the quantity entered when creating the product or updating, it will be reduced as it is used to create the recipe. It is important to note that if the units are different, and a conversion has not been established previously, this will not occur).
Inventory Unit	This point displays the inventory calculation unit previously set for the products. (Note: Determined when creating the ingredient, and this is the unit used for inventory).
Minimum	This field displays the minimum quantity a product must have in inventory; this is previously set for the products. (Note: Chosen when creating or updating the ingredient, and it is not necessary to assign one).
Maximum	In this part, the maximum quantity a product must have in inventory is shown; this is previously set for the products. (Note: Chosen when creating or updating the ingredient, and it is not necessary to assign one).
Cost	This part displays the unit value of the discount for the products. (Note: Calculated according to the amount used of the product in the recipe and recorded when generating the product, this can be updated if necessary).
Buttons	These are for Updating, Viewing, Deactivating, and Cloning products (Note: This field is not titled).
File Type	To download the file, you can select from the following types: XLS, XLSX, HTML, PDF, DOCX.
Report Type	In this section, you can establish if the report will include products and recipes, products only, or only recipes.
Export	From here, you can download the list of products.
Select File	By clicking on this icon, the file browser will open so that you can choose the file where the bulk upload of ingredients is located.
Import	From here, the file is loaded into the system.
Import Products: Import Products	This button is to obtain the editable document to load the products.

Product Creation Panel

This panel is designed to allow adding new ingredients to the system database. It's important for keeping the list of used ingredients up-to-date and managing them efficiently. Additionally, it facilitates consistency in information and ensures that ingredients are registered correctly and coherently in the system, which is essential for ensuring efficient operation.

Segment	Description
Image	Allows adding an image to the product record for quick identification.
Code	The unique identifier assigned to each product.
Name*	The title given to the product.
Description	Additional or clarifying information about the product.
Feature	Allows adding detailed information about the product that may be relevant for its management, marketing, or sale.
Image Name	The name of the image file associated with the product.
Inventory Quantity	The total available quantity of the product in inventory. (Note: This field is loaded from the purchase order and updated with inventory adjustment or count).
Unit*	Represents the variety of measurements depending on the type of product and how it is stored or sold.
Category	The classification that allows grouping products to manage inventory more efficiently to quickly locate them within the system.
Inventory Unit	The unit of measurement used to view the product in inventory.
Family	The classification that allows grouping to manage inventory more efficiently to quickly locate them.
Group	The classification that allows grouping categories to manage inventory more efficiently to locate them in the system.
Minimum	The minimum quantity required of the product in inventory.
Maximum	The maximum quantity allowed for the product in inventory.
Shrinkage	The amount of loss or waste that the product has established by the user. It is used to record and control specific reductions in inventory automatically.
Do not inventory	This function is used to handle products that do not need to be tracked in inventory, such as items for internal consumption or services.
Barcode	The numbering in the barcode associated with the product.
Reorder Point	Indicates the minimum stock level at which a product replenishment should be made. Various factors are taken into account, such as the expected demand for the product, supplier lead time, minimum order quantity, among other relevant parameters for each establishment.
Reorder Quantity	Refers to the specific quantity of products to be ordered to replenish inventory once the reorder point is reached. With the aim of ensuring the necessary quantity and avoiding shortages, without generating unnecessary inventory excess.
Product Tax	Records the tax rate applied to the product.
Cost	The value of the product's deduction unit.
Warehouse	The designated location where products are stored.
Status	Indicates whether the product is active or inactive in the system.
Supplier	The entity responsible for supplying the products used to maintain adequate inventory to meet customer demand.
Assign product to missing suppliers?	This occurs when the original supplier cannot meet the required demand or when there are issues with the supply.
Assign this product to all suppliers not yet associated.	It involves linking the product with those suppliers who do not yet supply that particular item.
Update cost of this product also for suppliers?	This is to record any updates to the purchase value of the product.
Final Product	Indicates if the product is for sale.
Item Name*	This can be the same as set from the purchase or can be assigned one.
Description	Additional or clarifying information about the item.
Sale Price*	The value that the product will have for the public to purchase.
Item Category*	It is the category in the Menu, those created from Menu > Categories.
Item Code	It is the encryption assigned to the item at the time of its creation in the Menu. (Note: A code can be assigned).
Barcode	The numbering in the barcode associated with the item.

Fields marked with (*) are required, as failing to complete them will result in a message when attempting to save the product: "Please correct the following input errors:", and will provide details of the fields that need to be filled in for the correct creation of the ingredient.

Importing Ingredients

The option to import ingredients is used to upload or update information massively by uploading a file in editable format in order to save time, reduce errors, and create a quick update.

To obtain the Bulk Load document for Ingredients, it is necessary to access inventory, then access ingredients. Once in the ingredients panel, go to the bottom right, where you will find the icon: Import Products.

Here is the complete list of data contained in this document, explained:

All fields marked with (*) must be completed for the system to record the information. If any of these fields are omitted, the system will display one of the following messages: "You must fill in the required fields to import the information" or "The file does not meet the required specifications, please check and try again."