Difficulty Level - Advanced Impact - Organization Level

Waste Categories is one of two forms of waste management available in CLEARVIEW. Waste Categories lets you create items that you can then use to report wastage.

Raw and Completed is the other form of waste management and it automatically assigns all active inventory items (from the Inventory Item Master List) to the raw list, and all active menu items (from Menu Items) to the completed list.

The form of waste management used by your organization is determined by the Waste Entry Method.

Click here to learn how to select the Waste Entry Method in Inventory Reporting.

To access Waste Categories settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Inventory from the Filter drop-down list.

    2. Click on Waste Categories from the List box in the left pane.

The Waste Entry Method in Inventory Reporting must be set to Waste Categories in order to access these settings.

Click here to learn how to change the Waste Entry Method in Inventory Reporting.

The following information is displayed on the settings page:

  • Active: If the box is checked the waste category is presently active and if it isn't check it's presently inactive.

  • Category Description: The name of the waste category.

  • Unit Type: The description of a single quantity of the waste category.

  • Sequence: The order in which the categories will appear on the Daily Waste and Weekly Waste pages. Waste categories with the same sequence number will be displayed in alphabetical order.

  • Audit: An Audit button in this column indicates that the record was edited.

    Click on the Audit button to see the changes made to the waste item.

Each waste category has a Cost Information/Method (click on the name of a waste category to open the Update Waste Category window and view the Cost Information/Method) assigned to it:

  • Recipe: The wasted item (also known as waste category) is a combination of inventory items and is hence mapped to a recipe. When the item is wasted, all ingredients from the recipe are wasted as per the quantity set in the recipe. The cost of the wasted item will hence be the cost of all the ingredients (inventory items) that went into it.

  • Inventory Item: The wasted item/category is an inventory item (single item with no ingredients). The cost of the wasted item is hence derived from the cost of the mapped inventory item.

  • Fixed Cost per Unit: The cost of the waste item/category will always be fixed as the amount entered in this field

    When the Cost Information/Method for an item is set to Fixed Cost per Unit, the wasted item/category will have no effect on inventory levels and the purchase cost is not taken into consideration.

ClosedActivate or Deactivate Waste Categories

The waste categories displayed in Daily Entry > Waste can be customized so that items not being used at present (for example seasonal items) can be omitted from the list. This reduces the size of the list and lets you to fill it faster.

  1. Go to Waste Categories settings.

  2. Place a checkmark in all the boxes in the Active column for items that are presently being used and remove the checkmark from the boxes for items not presently used.

  3. Change the number the Sequence column for active items if required (this number determines the order in which the categories will appear in the drop-down list).

If you would like the categories to be displayed in alphabetical order, set the sequence for all categories to the same number.

ClosedCreate a New Waste Category

  1. Go to Waste Categories settings.

  2. Click on the Create button.

  3. In the Create Waste Category window:

    1. Enter the name of the category you want to create in Description.

    2. Enter a description for a single quantity of the item wasted in Unit Type (for example slice, unit, ounce, gm, ).

      Regardless of the description entered in the Unit Type field, one unit wasted of an item mapped to a recipe will assume that all the ingredients (in the quantity set in the recipe) were wasted once. Similarly one unit wasted of a item mapped to an inventory item will assume that one unit of the measure of the inventory item (available when looking up the inventory item in Cost Information/Method) was wasted.

      For waste categories with the Cost Information/Method set to Inventory Item we recommend that you enter the Measure of the inventory item (or an equivalent term) as the Unit Type.

    3. Set the Status to Active if the item is presently being used or Inactive if the item is not being used at present.

    4. Enter a number in Sequence (this number determines the order in which the categories will appear in the drop-down list). Leave this field blank if you plan to include the item in waste sheets.

      • It's a good practice to avoid assigning consecutive numbers when creating categories the first time and instead use numbers with large gaps between them (for example, 10, 20, 30 and so on). That way, in the future, new categories can easily be inserted in between as required.

      • If you would like the categories to be displayed in alphabetical order, set the sequence for all categories to the same number.

    5. Select or enter the Cost Information/Method to assign a cost to it:

      • Select the Recipe,

      • Select the Inventory Item OR

      • If the item is not in either list, enter the Fixed Cost per Unit.

    6. Click on the Create button.

ClosedEdit a Waste Category

  1. Go to Waste Categories settings.

  2. Click on the name of the category that you want to edit.

  3. In the Update Waste Category window:

    1. Change the details as required.

    2. Click on the Update button.

ClosedDelete a Waste Category

  1. Go to Waste Categories settings.

  2. Click on the name of the category that you want to delete.

  3. Click on the Delete button in the Update Waste Category window.

  4. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Only categories that haven't been used to report waste can be deleted.

ClosedAudit a Waste Category

  1. Go to Waste Categories settings.

  2. Click on the Audit button for the category that you want to audit View a detailed list of changes made..

Only categories that have had changes made to them will have an Audit button.

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.