The context menu commands available for goods from the goods list:
Some of the goods are created in StoreHouse after importing the menu from r_keeper. It is convenient to use the Create set based on goods function to create a set card linked with the goods.
The set is created empty: its Calculation, Technology, Energy value and Other tabs are not filled in. The name of the created template set will match the name of the corresponding goods.
To automatically create a set, do the following:
button and select the group in which the sets corresponding to the selected goods will be created. If there is no set group, then it must be previously created
After this operation, the name of the corresponding set will appear in the goods card in the Set line of the Main parameters tab.
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In addition, it is possible to create a set group for a goods group.
To automatically create a set group, do the following:
Set the Create sets flag if, along with a group of sets, it is necessary to create sets for each goods item within the group. If it is absent, only empty set groups will be created.
If you execute a function for a goods group with nested subgroups (for example, for the Restaurant Menu), then a hierarchy and sets similar to the Goods dictionary will be automatically created in the Sets dictionary. |
After this operation, the names of the corresponding sets will appear in the goods list in the Set column.
Sets are created empty. To process the expenditure, it is necessary to fill in the recipe for each created set. |
To determine the list of goods with which the goods item is linked through use in the sets, use the Goods inclusion in other goods context menu item or the same item of the Document main menu.
Starting from version 5.52.221, this report shows only one level of nesting — the goods directly linked to the goods item. If the related goods item is a semi-finished product that is used in other goods, then you can call the "Goods inclusion in other goods" report directly from the report. |
The report window:
The list of the report includes goods, the sets of which include the goods for which the report was generated.
To determine the list of sets that include the goods item, use the Goods inclusion in sets context menu item or the same item of the Document main menu.
This report differs from the Goods inclusion in other goods report in that it is generated ONLY on the basis of sets, without specifying the links of these sets with goods.
This report is convenient to use if goods have not yet been created for sets, for example, for the development of semi-finished products.
Fill in the filter before generating the report. When specifying dates in the filter, the report will include only those periods of sets, the start dates of which fall within the specified interval.
The report:
The report is a list of sets, divided by versions and periods, which include the goods item selected for the report. The report is grouped by the set name and the set version. Also, if necessary, you can add additional groupings to the report.
A set can be opened from a report by double-clicking, using the Open set context menu item or the same item of the Document main menu.
If you call the set opening on the set name or on the version number (that is, on the gray field), then the zero version of the set will be opened for the first period of the set.
If you previously place the cursor on a line of a certain version and period, then the set will be opened for the selected version and period of the set.
The report allows you to see a list of all requests in which the selected goods item appears.
To call the report, place the cursor in the list of goods. Use the Goods inclusion in requests context menu item or the same item of the Document main menu.
Fill in the filter before generating the report. When specifying dates in the filter, the report will include those requests whose generation dates fall within the specified interval.
The report is a list of requests grouped by the creation date, which include the goods item selected for the report.
For already created goods or goods imported from R-Keeper, it may be necessary to change the properties for the selected group.
To specify or change such characteristics as Main parameters, Add. parameters, Write-off, Routes and/or the presence of the Alcoholic beverages flag, do the following:
By holding down the Ctrl key, you can select several goods with the left mouse button, regardless of their position in the list. By holding down the Shift key, you can select multiple goods following each other in the list. You can also select all goods in a group by clicking on the first and last goods while holding down the Shift key.
Make the necessary changes to the goods group in the Change properties of goods window.
To be able to edit properties,set the flags opposite the properties you want to edit. |
Click the Execute button to save the changes. Close the window without clicking the Execute button to discard changes to the goods group.
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Main parameters > Goods type — this functionality is convenient to use for goods imported from r_keeper, if the goods type needs to be changed to Service.
If the field is left blank, the goods type will not be changed. If the goods type was selected by mistake, then click the Delete button to clear the field.
Main parameters > Produce (Производить) — this functionality is useful for goods imported from r_keeper, if these goods will be used as a piece goods, without using sets.
Check the set flag or uncheck box.
Main parameters > Goods category — this functionality allows you to assign a value to the selected group of goods for the Goods category field.
Main parameters > Accounting category — this functionality allows you to assign a value to the selected group of goods for the Accounting category field.
Add. parameters > For ABC analysis – this functionality allows you to assign a value to the selected group of goods for the For ABC analysis field
The "For external system" parameter is relevant only for enterprises opearting in Russia |
Add. parameters > Tax rates — this functionality is convenient to use for group assignment/change of purchase and sale tax rates.
You can set both default tax rates and create exceptions for enterprises.
To change the default values of selected goods, you must also set the Main parameters flag.
To add corporate tax rates:
Click the Execute button to save the changes. Close the window without clicking the Execute button to discard changes to the goods group.
If r_keeper separates prices or taxes by restaurant and in the import settings the rules for unloading these divisions are set, then the change in sale tax rates and sale prices for r_keeper goods will be updated during every import from r_keeper references. |
Set versions — this functionality is convenient to use for goods or semi-finished products imported from r_keeper, to determine set versions for enterprises. Provided that the set version numbers can be uniquely mapped to the enterprise.
If sets are separated by versions to define different write-off rules for enterprises of the same dish, then you can assign the use of set versions by enterprise to a group of goods.
To add set versions by enterprise:
Rules for assigning set versions through group operations:
As a result of the operation, if the specified parameters cannot be set, the Protocol area with a list of failed operations will be filled.
Possible errors:
Write-off — this functionality is convenient to use for goods imported from r_keeper, to define write-off rules. Also, using this functionality, you can assign exceptions by sale locations. To change the default values of selected goods, you must also set the Main parameters flag.
Routes — this functionality is convenient to use if, when creating goods, routes were not defined or they need to be changed. Also, using this functionality, you can assign exceptions by departments. To change the default values of selected goods, you must also set the Main parameters flag.
For the exceptions on the Write-off and Routes tabs, you can also delete the records of links assigned to the goods cards.
To do this, make a link of exceptions that you want to delete and set the Delete flag. Then click Execute. This assignment will be deleted from the goods cards.
In addition to changing the properties of goods selected in a group via Ctrl or Shift, this functionality can be applied to a goods group including nested groups.
To change the properties of a goods group, including nested groups:
Make the necessary changes to the goods group in the Change properties of goods window.
To be able to edit properties, you must set the flags opposite the properties to be edited. |
Click the Execute button to save the changes. Close the window without clicking the Execute button to discard changes to the goods group.
To change the default values on the tabs Add. parameters, Write-off, Routes tabs, in addition to the flag opposite the corresponding tab, set the Main parameters flag. The Main parameters tab itself can be left unchanged. |
The window for editing the properties of a goods group is similar to the window for editing the properties of selected goods.
For the correct management of goods turnover in StoreHouse, it is recommended not to select goods by the name of the supplier, but to combine them according to their characteristics: Cream 10% and Cream 33%. This recommendation will also reduce discrepancy of the same type of goods, if it is possible to combine them into one StoreHouse name.
Nevertheless, the names of suppliers are sometimes necessary for the formation of price lists, the creation of primary documents, and the processing of requests to suppliers.
StoreHouse 5 introduced an additional functionality called Goods synonyms, which allows you to unambiguously link the nomenclature of correspondents (suppliers/recipients) with the nomenclature of StoreHouse.
The list of synonyms is formed for each StoreHouse goods item separately.
To specify synonyms for StoreHouse goods:
In the left part of the window that opens, select the correspondent for whom the list of synonyms will be filled
Synonyms can be created for both suppliers and customers, i.e. synonyms can be used both in receipt and expenditure documents. |
In the UOM field, select the unit of measurement for the StoreHouse goods item, for which the correspondent's goods item will be specified
Without selecting the StoreHouse UOM, the system will not allow you to fill in the synonym data. |
Code and Name of the synonym are text fields.
UOM — a unit of measurement for the correspondent's goods item. They are filled in the separate reference — External UOM.
To select or create a UOM, place the cursor over the UOM field and double-click on it or just click 
. The window of the External UOM reference will open.
Units of measurement in this reference are not linked. Here, all possible units of measurement can be created, that correspondents can use when working with the nomenclature.
To add a new unit of measurement, press the Insert or ↓ key and enter the name of the unit of measurement.
button on the toolbar.For one StoreHouse goods UOM, several synonyms can be specified. For the convenience of generating documents, you can define a default synonym for the StoreHouse UOM.
This function will allow you to automatically substitute the synonym value when generating a document. If necessary, you can replace a synonym with the available ones.
The function is required when using price lists by synonyms and restricting the user from changing delivery note prices.
In StoreHouse, often base units of measurement are used — kg, liter, piece. While correspondents, in particular, suppliers, often use containers/packaging UOMs. If necessary, you can link the base units to the delivery container by specifying the coefficient of the unit of measurement corresponding to the StoreHouse unit of measurement.
For example: Parmalat milk 0.25l with the piece UOM must be linked with Milk 3.2% with the liter UOM. Then, when creating a synonym, you must specify a coefficient of 4.
If you plan to work with a barcode scanner when creating delivery notes, use portable data collection terminals to create delivery notes and perform inventory check at the cash desk, then in order to be able to scan goods barcodes for each unit of measure to be scanned, you must specify a barcode.
Barcodes can be of two types:
You can specify external barcodes for purchased goods:
To specify barcodes for StoreHouse goods:
Enter the barcode in the empty line
You can add a barcode with a scanner. To do this, you need to connect it to a computer and configure the scanner to work as keyboard input. |
Save the document using the Document > Save document main menu item or the 
button on the toolbar.
Several barcodes can be specified for one goods' unit of measurement.
The system checks the uniqueness of barcodes for all goods. If you add a barcode that is already in use, the system will generate an error when saving — Barcode already determined.
To delete a barcode, use the Ctrl+Delete key combination or use the Edit > Delete line main menu item.
Internal barcodes — barcodes generated by the StoreHouse application for in-house goods or for internal labeling of goods.
Only one internal barcode can be added for one goods UOM.
To generate an internal barcode:
For in-house goods or for labeling goods without barcodes, StoreHouse can create internal barcodes. You can also generate internal barcodes for a group of goods. For this:
Internal barcodes can also be generated for a group of goods, including subgroups:
Barcodes will be generated according to the same rules as when generating from a list of barcodes.
One of the main reports in the system is the Goods Movement report. This report allows you to see delivery notes for a specific goods item for any period of time, general or filtered by department, enterprise or legal entity.
For quick access to the report, it is added to the context menu of the goods list.
When positioning on a specific goods item, you can immediately open a report from the list of goods, in the filter of which the Goods name field will be automatically filled.
If a goods item is linked with a set, then the set can be opened from the list of goods using the Set properties context menu item.
This item is available only when the context menu is called in the Set column.
This functionality allows you to quickly find and edit a set of goods.