Creating a Non-Inventory Item that Uses Raw Materials

Non-Inventory Items that Use Raw Materials are used for special instances when a particular item is received by the club in one way, and sold in several different ways. For example, draft beer is received as a keg but may be sold by the glass or pitcher or golf balls may be received by the dozen but sold by the dozen, sleeve and even individual ball. In order to properly track these types of items, you will need to create a warehouse item and sales item.  

Create the Warehouse Department

1. Click Admin
2. Click Items and Departments
3. Click Add Department
4. Type in the description and set defaults for the department.
5. Check off the Box beside Items Only in this Department.
6. Check off the box beside Cannot be Sold. 
7. Click Save

Create the Raw Material Item

We recommend that you link your inventory sale items or your Warehouse items to a Vendor(s) and set up the Selling Unit and Ordering Unit(s). The reason being that this will allow you the ability to enter your inventory into the Point of Sale the fast way. The fast way which is done in "Manage Inventory"  and then "Receive Inventory" brings up all the items you have linked to the Vendor you selected, and you can enter all the inventory at once and update all the items at the same time. If you do not link your items to a Vendor and you are tracking inventory, you will then need to go into each item separately in "Items & Departments" and add in the new Inventory per item. 

1. Click Admin
2. Click Items and Departments
3. Select the department or sub-department the item is being added to. 
4. Click Add Item
5. Type a Name for the Item. Press Tab three times to copy the name to Button Text, Receipt Description and Label Text.
6. Set the Item Type to Raw Material/Warehouse Item. 
7. Click Next
8. Set the Selling Unit from the drop-down. (The selling unit should be the smallest denominator you sell that product for. E.g. Unit, Oz. In your Point of Sale you can sell multiples of an item but you cannot take away from a selling unit)  
9. Click Create New Units
10. Set the Vendor, Ordering Unit, Selling Unit and the Number of Selling Units in and Ordering Unit. 
11. Click Ok
12. Click Save

Create the Selling Item

1. Click Admin
2. Click Items and Departments
3. Select the department or sub-department the item is being added to.
4. Click Add Item
5. Type a Name for the Item. Press Tab three times to copy the name to Button Text, Receipt Description and Label Text.
6. Set the Accounting Reference 
7. Set the Sales Tax
8. Set the Item Type to Non-Inventory Item that Uses Raw Materials
9. Click Next
10. Type a Retail Price. 
11. Click Set Raw Materials
12. Highlight the Raw Material Item. 
13. Click Add
14. Click Set Unit Quantity
15. Type the Quantity of the Raw Material Used.
16. Click Ok
17. Click Next
18. Set Receipt settings.
19. Click Save