Introduction: 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.
Levels Introduction (2 mins)
- Structure
- Levels are a requirement when creating new items.
- Levels can go up to four tiers deep (commonly three).
Example structure: Department → Category → Subcategory. - You can customize the naming of levels (e.g., categories, subcategories, groups, subgroups).
- Usage
- Every new item must be assigned to a level.
- Levels make it easy to quickly find and organize items.
- Levels are a primary tool for grouping and analyzing reports (like inventory on hand).
- Key Takeaways
- Take your time to design levels thoughtfully.
- Consider areas where opinions differ (e.g., wine categories) and build levels that work for your operation.
Bottom line: Levels are the backbone of inventory organization and reporting, so invest time upfront to structure them correctly.