Managing Inventory Items

Your outlet has a list of inventory items assigned to it. Before your first stock count, you need to review this list and make sure it's accurate.


Review Your Items

Step 1: Open Inventory Assignments

Open the Butter Backoffice Outlets page. Click your outlet from the list, and then select the Inventory Assignments tab.

Inventory assignments page

Step 2: Understand What You See

The inventory assignments page shows all items that are linked to your outlet:

ColumnWhat It Means
Item NameThe name of the inventory item
TypePurchased or Produced
UnitHow the item is measured (kg, pieces, liters, etc.)
Storage LocationWhere this item is stored
Par Value*The ideal quantity you want to have on hand
Minimum Stock Level*The level at which you should reorder

*We will handle setting par values and minimum stock thresholds later, so you can leave these values empty for now.

Inventory item details


Clean Up Unused Items

Your outlet may have items assigned that you don't actually use. This is common when:

  • Items were discontinued
  • Your outlet doesn't carry certain products
  • Items were added by mistake

Why Clean Up Matters

Having unused items in your list:

  • Makes stock counts take longer
  • Creates confusion about what you should have
  • Can lead to ordering mistakes

How to Remove Items

  1. Find the item you don't use
  2. Click on the item to open its details
  3. Click "Remove from Outlet" or toggle off the assignment

Removing an item from outlet

Items to Look For

When reviewing, ask yourself:

  • "Do we actually use this item at this outlet?"
  • "Have we ordered this item in the last 3 months?"
  • "Is this item on any of our current menus?"

Assign Storage Locations

Once you've cleaned up your item list, you need to assign each item to its storage location(s).

Why This Matters

  • Organized stock counts — You'll count items by location
  • Easy to find items — Everyone knows where things are stored
  • Accurate receiving — You know where to put items when they arrive

How to Assign Locations

  1. Click on an inventory item to open its details
  2. Find the "Storage Locations" section
  3. Select the location(s) where this item is stored
  4. Click Save

Assigning storage locations to an item

Items in Multiple Locations

Some items might be stored in more than one place. For example:

  • Flour might be in both "Dry Storage" (bulk) and "Prep Station" (daily use)
  • Butter might be in "Walk-in Fridge" (backup) and "Prep Fridge" (active use)

That's fine! Assign all the locations where the item is kept.

Tips for Assignment

Item TypeTypical Location
Frozen itemsWalk-in Freezer
Dairy, meat, produceWalk-in Refrigerator
Flour, sugar, canned goodsDry Storage
Items for daily prepPrep Station areas
Display itemsFront of house

Checklist Before Moving On

Before proceeding to your first stock count, make sure:

  • You've reviewed all inventory items assigned to your outlet
  • You've removed items you don't use
  • Every remaining item has at least one storage location assigned
  • You understand what each item is and where it's stored

What's Next?

With your storage locations and inventory items set up, you're ready for the most important step: your first stock count!