Level 2

Request: Regional or MP requests item(s) added the order guide.

Requirements:

• Vendor
• Vendor item Code
• Unit Size/Quantity
• Description of item
• Inventory Location
• Inventory Type
• Restaurant where product will be located
• Price (optional)

Steps

1. Log into Compeat Advantage application.
   Note: The software should be installed on your workstation
2. Click Inventory > New Item Wizard
   
3. Enter the item Description (name of item)
   
4. Enter the item Level 1 Type (item category)
   • Note: Level 1 is required. Level 2 and Level 3 are optional.
5. Click Next >
6. Select the Inventory Unit from dropdown. 
   
   Note: If the Inventory Unit type is not available, click here for how to create the unit of measurement.
7. Enter the Purchase Units information
   • Container: Choose the container type from the dropdown
   • Inv Unit per Container (how many in each container)
   • Inventory Units (will auto-populate)
   • Purchase Unit (will auto-populate)
8. Click Next >
9. Select Location from dropdown
   
10. Click Next >
11. Click Next >  again (No Station)
    
12. Enter Restaurant Specific Vendor Information
    • Vendor Info
      • Vendor
      • Vendor items code
      • Purchase Unit
      • Pur. Unit Cost (Optional)
13. 
14. Click Finish
    • If finished, click I'm Finished
    • To add another item, click I want to create another new item.