How To: Create Levels

How To: Create Levels

Levels group and organize inventory items logically. Levels are critical to set up carefully because they’re heavily used in both day-to-day item management and reporting.

All client types will use levels.




In order to create a new level, you must be an admin user with access to Common Setup.

To create a new level department: 
  1.  Go to Common Setup > Inventory Levels.

  2. Make note of the level numbering scheme and identify the level code for the new level.

  3. Click Add I Dept.
    This button may be named differently if you company has updated the default name of your levels.

  4. Enter the level code in the Code field.

  5. Enter the name of the level in the Description field.

  6. Use the Stores field to assign the level to the correct stores.

  7. Select the Interfaces tab.

  8. Click inside the Store field and select the store(s) available to this level.

  9. Set the required infaces for you client type per store.
    For example, food and beverage clients will always set the COGS interface. Retail operations, on the other hand, may need to configure POS interfaces—particularly if the items within this level will be published to the point of sale.

  10. Click Save and Close.
Warning
Note: When creating a new department, it is critical that the interfaces are set properly on the level to ensure proper reporting.

To create a new sub-department, category or sub category level: 
  1.  Go to Common Setup > Inventory Levels.
     
  2. Make note of the level numbering scheme and identify the level code for the new level.

  3. Click to highlight the level you would like the new level to be under then select Add [LEVEL NAME] ex. Add II Sub-Dept.

  4. Enter the level code in the Code field.

  5. Enter the name of the level in the Description field.

  6. Click Save and Close.



Figure 1. Every level requires a unique level code. When creating a new level, it’s important to determine the correct code to assign. For example, in the screenshot above, if we were adding a new level under Beverage, the next available code would be 50, which should be used for the new level.