Equivalent Items

Equivalent Items are items that have similar specifications to each other. Equivalent Items can be tagged and stored with the purchasing information for item in the Item Database for the purposes of procurement. Equivalent items will also be called out on the Procurement Report.

Menu planners are able to search from within the Item Database and view a list of results that have a similar name, purchase option, brand name, net weight, servings per purchase unit, serving size, and procurement category. The results from the search are ranked based on their closeness to the original item in the Item Database and the closest matches to the original appear towards the top of the list. 

This article provides information on how to:

 

 

Tag Equivalent Items

  1. Login and click on the Menu Item from the left-side navigation panel mceclip0.png
  2. Locate the item you'd like to tag equivalents for and click the three dots icon on the right-hand side of the screen for the appropriate item. Click the Search Equivalents button mceclip1.png
  3. Review the list of ranked results and click the check box of each item on the list to tag as an equivalent to the original item
    1. Note: You can select as many equivalents as desired
    2. Note: The item on the top of the list is the original itemmceclip4.png
  4. Click the Save button to save the tagged equivalents and close the Select Equivalents search mceclip5.png

View Equivalents

  1. Login and click on the Menu Item from the left-side navigation panel mceclip1.png
  2. Click on an Item from within the Item Database that you'd like to view equivalents for mceclip6.png
  3. Click on the Purchase Options tab and view the items Equivalent Items mceclip7.png

Remove an Equivalent Item

  1. From the Item Detail > Purchase Options, click the three dots icon on the far right-hand side of the screen for the Equivalent Item you'd like to remove. Click the Remove button mceclip8.png
  2. Click the Remove button to confirm your selection or click Cancel to return to the previous screen mceclip9.png
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