Generating a shopping list is as powerful as you wish to make it. In this form you will make the choices of what and when you want to generate the list for. You will be adding specific items in the system, even can add all the safety stock items or specific ones, recipes, even other shopping lists can be added to this one list. This is a snapshot of a moment though and any calculated safety stocks become static and can change if there is a long wait.
Choosing the shopping list type informs the system of your intent when actually using the list when viewed. It will inform the system if it should completely delete the list (known as a "Temporary" list) or if it should just change the states of all items to new (known as a "Permanent" list). Permanent lists would be used for reoccuring lists that never change and can be reused. Temporary lists will generally be used when generating a huge one time list, or something small that you just want to track quickly.
Fill out the basic info asked for here, the description could be helpful to remind yourself and others what the list was generated for. The shopping list name must be unique!
Operators are what drives the engine that is a shopping list. You can configure each on specifically for the list you want to generate and each will operate in their own manner behind the scenes.
| Name | Qty/UOM | Operations |
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| Name | Qty/UOM | Operations |
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| Name | Operations |
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| Name | Operations |
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| Name | Operations |
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| Plan Name | Start Date | End Date | Operations |
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A custom Item is an item that does not exist in your system but you would like to show up on your shopping list. This is useful for items you dont often have to buy or do not want to keep track of but give the users the ability to see it.
| Name | |
| QTY | |
| UOM | |
| Main Link |
An Uncalulated System Item is an item choosen from the configured SKUs in your system. The uncalculated part means the quantity asked for in the list will always remain to be what you set it to during configuration of the list or while editing.
| Name | Qty | UOM | Operations |
|---|
An Uncalulated System Item is an item choosen from the configured SKUs in your system. The uncalculated part means the quantity asked for in the list will always remain to be what you set it to during configuration of the list or while editing.
| Name | |
| QTY | |
| UOM | |
| Main Link |
A Calculated System Item is an item choosen from the configured SKUs in your system. The calculated part means the quantity asked for in the list will be calculated at the time that the list is generated based on set safety stock and quantity on hand.
| Name | Operations |
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Recipes can be built into the system and when added through this operator each ingrediant will be added to the list at the recipes quantity and UOM.
| Name | Operations |
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This operator allows you to select other shopping lists that already exist to have their items added onto this lists items.
| Name | Operations |
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Site Planner Operators allow you to select specific plans and a date range on that planner to insert any planned recipes into the list. This is best utilized without the Recipe Operator, but it has been allowed to have both.
| Plan | |
| Start Date | |
| End Date |