Setting Item Par Levels

 

Set Item Par Levels (minimum/maximum) used in Ordering Guides, Order Sheets and Order Reminders to make ordering stock easier. You can also use this window to set Key Item and Actualize Flags for multiple Items at once.

To Set Item Par Levels:

1.     Click Item Par Levels  (Main Menu Toolbar). Each Group and the Items within will be displayed.

2.     Indicate the Minimum Order Level and Maximum Order Level for each Item.

NOTE: The Units of Measure are in reporting unit. Should you wish to change this, see Add or Edit Inventory Items. When you come back to the Item Par Levels window, the changes will have taken effect.

3.     Click Save .

NOTE: For those wishing to have a Par Level, make the Minimum and the Maximum Order Levels the same. For example, if you want to have a Par Level of 5, set both the Minimum and Maximum to 5. Optimum Control will then remind you to order once your stock level gets below 5. 

Field

Details

Search

Enter the full or partial Item Name that you are searching for to filter the list.

Show Inactive

To show Inactive Items, CHECK the box.

Group Filter

To filter, select the specific Group from the drop-down list.

NOTE: To collapse all groups for simplified viewing, click Collapse All at the bottom left corner. To expand all groups, click Expand All.

Key Item

Multiple Item selection of Key Items can be changed in this window. Simply CHECK the Key Item box beside each Item and click Save .

Actualize

To Actualize an Item (or group of Items), CHECK the Actualize box beside each Item and click Save .

NOTE:  Some Items you just cannot track properly in a recipe (e.g. fryer oil, napkins, straws, etc.). These Items may not be used in any Recipes but the usage is calculated. Unfortunately, Optimum Control will show a variance because there is actual but no ideal usage.

Example: You can include two sugar packets for each coffee sold but one customer may take three, another one and another five. So, you will never be right. Whatever you actually used in sugar packets is correct and you won’t see a variance because the ideal will also be set to the same number.

 

For more information on Setting Item Par Levels, watch this short video titled How to Add Par Levels to Optimum Control V5 https://www.youtube.com/watch?v=Y0gjzzYGM5Y .