1. Go to “Outlets” on the menu bar, then select “Outlet Portal”.

2. Click “Outlet Guides” tab.

3. Click “New”.

1. Guide Code - This is an abbreviation of the Guide name and will help when searching for the guide. The Code must be unique and has a max of 15 characters

2. Name: This should be a full description of the guide.

3. Bill To Department: This is the Department requesting the items.

4. Notes to Repeat: This is not required but if any notes are added in this field, they will be added to any Request created off the Guide.

5. Click “New”

1. Items with Balances not on Guide: Outlets track and store the Inventory of Items bought to the Department. Clicking on “Items with Balances not on Guide” will allow the User to add any Items to the Guide that have current quantities in the Inventory.

2. Any Item with quantities that is currently not on the Guide will be listed. Check mark the Items that need to be added to the Guide.

• If there are multiple pages, check mark the Items on the first page and click the scroll button to go to the next page. The system will remember all the Items the User check marked.

3. Once all the Items that need to be added to the Guide, click “Enter Selected Lines”

4. Click “Create Selected Lines”.

1. Items: For a full list of all Items, click on “Items”. This will allow you to search and attach items to your Guide

2. Using the search fields will help the User find the Items they are looking for

3. Check mark the items that need to be added Guide.

• If there are multiple pages, check mark the Items on the first page and click the scroll button to go to the next page. The system will remember all the Items the User check marked.

• The User can even search for different types of product, check mark them, and the system will remember all the Items that were check marked.

4. Once all the Items that need to be added to the Guide are selected, click “Enter Selected Lines”.

5. Click “Create Selected Lines”

1. Commodity Reset: Outlets keep Inventory of Items bought to the Department. Clicking on “Commodity Reset” will allow the User to add any Items to the Guide that have current quantities in the Inventory by Item Level. Or remove any Items from the Guide that have zero quantity in the Inventory by Item Level. This requires one Commodity at a time.

2. The Department field will default to the same charge to Department of the Guide the User is in.

3. Commodity field, the User can manually key in the Commodity for the Guide they are in. (Note: The Commodity that is used must coincide with the Guide the user is in. {Example: this Guide is for all food, so I would not want to add any Beverage or General Items to the guide.} Also using Commodity Levels must also coincide with the Guide the User is in. {Example: this Guide is for all dairy, so I would not want to use F which will include all food Items, I would want to use FD to only add dairy Items to the Guide.})

• If the User does not know the Commodity, they can use the Magnify Glass to search for the Commodity

• Using the search fields will help the User find the Commodity they are looking for.

• Select a Commodity by double clicking on the Commodity.

4. Select an Action.

• Add: Choosing this option will only add Items to the Guide that are currently not defined within the Guide and have a current Inventory balance in the Department’s Inventory
• Remove: Choosing this option will only remove existing Items that are defined within the Guide that do not have a current Inventory balance in the Department’s Inventory.
• Both: Choosing this option will add any Items with a current Inventory balance not defined on the Guide and remove existing Guide Items that carry a zero balance in the Department’s Inventory

5. Click “Process”.

1. Shelf: The User can assign items by locations for easy sorting. (Ex: if you have racks you can code them like A01 & B01 or Cooler & Freezer. Max characters is 10)

2. Default Qty: This will populate the quantity on every request created from the order guide. (This is usually left blank)

3. Min & Max Qty: This section is pars for your guide. (NOTE: this will not tell you when and what to order. It is more a guideline.)

4. Default Sorting: Use this for how you would like the items to come across when creating the request from the guide. (If you used Shelf, sort by Shelf then Description.)

1. Click “Update” to finalize the Order Guide