**MAINTENANCE** =============== =============== **To Create Adjustments** ------------------------- 1. Click **Maintenance** on the navigation bar 2. From the drop-down menu select **Adjustments** |Adjustments.png| button and the Adjustments main page is displayed. 3. Select **Add Adjustment** |Add_Adjustment.png| button and the Create Adjustment Page is displayed: - Search for items by SKU, by Description or Barcode - Select item - Select Adjustment Reason - Select Location of the item quantity being adjusted - Enter Batch Number (if required) - Enter Date Expired (if required) - Enter New Quantity - **Adjust** button to process the Adjustment - **Adjustment List** button to return to Adjustments Main Page *Note: The new quantity box does not calculate i.e. if the quantity of an item is 10, then input 10 into the new quantity box.* |Create_Adjustment.png| .. |Adjustments.png| image:: ./docsimages/Adjustments.png :scale: 50% .. |Add_Adjustment.png| image:: ./docsimages/Add_Adjustment.png :scale: 50% .. |Create_Adjustment.png| image:: ./docsimages/Create_Adjustment.png :scale: 75% ------------------------------------------------------------------------------------------------- **To Search Adjustments** ------------------------- 1. Click **Maintenance** on the navigation bar 2. From the drop-down menu select **Adjustments** |Adjustments.png| button and the Adjustments main page is displayed: - Search for items by SKU, by Description or Barcode - Select Date Range - **Apply Filters** button to search for items - **Reset Filters** button to remove all filters |Adjustment_Filters.png| .. |Adjustment_Filters.png| image:: ./docsimages/Adjustment_Filters.png :scale: 75% ------------------------------------------------------------------------------------------------------- **To Create, Edit and View Stock Counts** ----------------------------------------- 1. Click **Maintenance** on the navigation bar 2. From the drop-down menu select **Stock Count** |Stock_Count.png| button and the Stock Count Main Page is displayed: - Select Month - Select Location/Cost Centre - **Create Stock Sheet** button to create selected locations/cost centers stock counts - **Actions** button to Select All Stock - **Actions** button to Invert Selection - **Actions** button to Select None - **Actions** button to Export Blank Sheets - **Actions** button to Export Barcodes Sheets - Select Treat as Month End (if it is the month end stock month) - Click on Stock Count folder created - Apply Shelves - Enter Counts - View Cost Report - Add Missing Items - Apply System Quantity - Update Stock Reports - **Settings** button to Apply System Quantity - **Settings** button to Remove Item - **Actions** button to Import From Spreadsheet - **Actions** button to Export To Spreadsheet - **Save Counts** button to update quantities entered - **Delete Stock Count** button - **Stock Count List** button to return to the Stock Count Main Page .. |Stock_Count.png| image:: ./docsimages/Stock_Count.png :scale: 75% --------------------------------------------------------------------------------- **To Import Daily Revenue** ---------------------------- 1. Click **Maintenance** on the navigation bar 2. Select **Daily Revenue** |Daily_Revenue.png| 3. Click **Import Revenue** |Import_Revenue.png| - Choose file - **Process** to add Import - **Cancel** to cancel Import .. |Daily_Revenue.png| image:: .docsimages/Daily_Revenue.png :scale: 50% .. |Import_Revenue.png| image:: .docsimages/Import_Revenue.png :scale: 50% ------------------------------------------------------------------------------- **To View Daily Revenue** ------------------------- 1. Click **Maintenance** on the navigation bar 2. Select Daily Revenue - Select Date Range - **Apply Filters** button to search for items - **Reset Filters** button to remove all filters -------------------------------------------------------------------------------- **To View Monthly Revenue** --------------------------- 1. Click **Maintenance** on the navigation bar 2. Select **Monthly Revenue** |Monthly_Revenue.png| - Change Year/Month - Enter Allowances - Enter Sales for Types by Location - **Update Revenue** to save |Edit_Revenue.png| .. |Monthly_Revenue.png| image:: docsimages/Monthly_Revenue.png :scale: 50% .. |Edit_Revenue.png| image:: docsimages/Edit_Revenue.png :scale: 50% -------------------------------------------------------------------------------- **To View Funds Management** ---------------------------- 1. Click **Maintenance** on the navigation bar 2. Select Funds Management |Funds_Management.png| 3. A list of current GL Accounts should be visible with headings showing: - Forecast Budget - Rollover Purchases - Funds Used - Funds Held - Ending Balance - Other Balance - **Month/Year** drop-down - **Actions** button to Add Missing Accounts - **Actions** button to Remove Accounts - **Actions** button to Refresh page - **Actions** button to Export Summary - **Actions** button to Export Details - **Actions** button to Import - **Actions** button to Clean - **Actions** button to Close Month - **Update** button |Funds_Management_Page.png| .. |Funds_Management.png| image:: docsimages/Funds_Management.png :scale: 50% .. |Funds_Management_Page.png| image:: docsimages/Funds_Management_Page.png :scale: 60% -------------------------------------------------------------------------------- **To View and Close Month End** ------------------------------- 1. Click **Maintenance** on the navigation bar 2. From the drop-down menu select **Month End** |Month_End.png| button and the Month End Main Page is displayed: - Select Month - Update Reports - Close Month *Note: The Close Month button would only be displayed once all Credit Notes, Requisitions, Transfers Out, Transfers In and Stock Count Transactions are closed.* |Month_End_Page.png| .. |Month_End.png| image:: .docsimages/Month_End.png :scale: 75% .. |Month_End_Page.png| image:: .docsimages/Month_End_Page.png :scale: 60% ------------------------------------------------------------------------------------ **To Create Kit/Recipe Templates** ---------------------------------- 1. Click **Maintenance** on the navigation bar 2. From the drop-down menu select **Kit/Recipe Template** |Kit_Recipe_Templates.png| button and the Kit/Recipe Template Page is displayed: 3. Click the **View POS Uploads** button to view the POS Upload page |View_POS_Uploads.png| 4. To create a new Kit/Recipe Template, click the Add Kit/Recipe button |Add_KitRecipe.png| - Search by Item SKU, Description or Code - Search by Category - Select by Selection type - Apply Filters button to search for items - Reset Filters button to remove all filters - Click the green plus button to add an item to the Cart - Click the red minus button to remove an item from the Cart - Click the **Kit/Recipe** |Kit_Recipe.png| button to create a recipe - **Actions** button to create new items |Create_Kit_Recipe.png| 5. On the Kit/Recipe Builder page, additional information is added to the recipe: - Enter a Title - Enter the recipe's PLU - Select a Menu Type - Select a Location Sold - Select a Modifier Type - Enter Portion amount - Enter Portion selling price - Select item Source locations - Select Optional choice (Yes/No) - Enter Quantity - Enter Yield Percent - **Actions** button to Add items - **Actions** button to Remove items - **Update** button to sace recipe |Kit_Recipe_Builder.png| .. |Kit_Recipe_Templates.png| image:: .docsimages/Kit_Recipe_Templates.png :scale: 50% .. |View_POS_Uploads.png| image:: docsimages/View_POS_Uploads.png :scale: 50% .. |Add_KitRecipe.png| image:: docsimages/Add_KitRecipe.png :scale: 50% .. |Kit_Recipe.png| image:: .docsimages/Kit_Recipe.png :scale: 50% .. |Create_Kit_Recipe.png| image:: .docsimages/Create_Kit_Recipe.png :scale: 50% .. |Kit_Recipe_Builder.png| image:: .docsimages/Kit_Recipe_Builder.png :scale: 50% -------------------------------------------------------------------------------- **To Create Pipeline Templates** ---------------------------------- 1. Click **Maintenance** on the navigation bar 2. Select **Pipeline Templates** |Pipeline_Templates.png| 3. Click the **Add Template** |Add_Template.png| button to create a new template - Enter a **Pipeline Name** - Click the **Add Step** button |Add_Step.png| - Enter a **Name** for the step - Select a **Template** (Recipe Template) - Select items by clicking the Create item button |Create_Pipeline_Item.png| - Select a Final Location - Select a Waste Location - Enter a Description - **Update** button to save template - **Pipeline List** button to return to the Pipeline Template list page |Pipeline_Template_Builder.png| 4. On the Pipeline Template list page, users can search for a Pipeline Template using the filter. |Pipeline_Filter.png| .. |Pipeline_Templates.png| image:: .docsimages/Pipeline_Templates.png :scale: 50% .. |Add_Template.png| image:: .docsimages/Add_Template.png :scale: 50% .. |Add_Step.png| image:: .docsimages/Add_Step.png :scale: 50% .. |Create_Pipeline_Item.png| image:: .docsimages/Create_Pipeline_Item.png :scale: 50% .. |Pipeline_Template_Builder.png| image:: .docsimages/Pipeline_Template_Builder.png :scale: 50% .. |Pipeline_Filter.png| image:: .docsimages/Pipeline_Filter.png :scale: 50% -------------------------------------------------------------------------------- **To Upload Point of Sale Uploads** ---------------------------------- 1. Click **Maintenance** on the navigation bar 2. Select Point of Sale Uploads |POS_Uploads.png| 3. Click the Import Sales |Import_Sales.png| button - Choose valid file - **Process** to upload file - **Cancel** to cancel upload - The new upload will appear on thhe POS Upload list page |Import_POS_File.png| 4. To view and search for a Point of Sale Upload: - Filter by Start Date and End Date - Filter by Date Sold Start Date and Date Sold End Date - Filter by Batch Number - Filter by PLU - **Apply Filters** button to search for items - **Reset Filters** button to remove all filters |POS_Filter.png| *Note: Imported Sales will also be shown on the Sales list page.* .. |POS_Uploads.png| image:: .docsimages/POS_Uploads.png :scale: 50% .. |Import_Sales.png| image:: .docsimages/Import_Sales.png :scale: 50% .. |Import_POS_File.png| image:: .docsimages/Import_POS_File.png :scale: 50% .. |POS_Filter.png| image:: .docsimages/POS_Filter.png :scale: 50% -------------------------------------------------------------------------------- **To Search and View Uploaded Documents via Document Library** -------------------------------------------------------------- 1. Click **Maintenance** on the navigation bar 2. Select Document Library |Document_Library.png| 3. The Document Library page shows: - Filter by Start Date / End Date - Filter by Document Code - Filter by Document Name - Filter by Document Type - Filter by Uploader - **Apply Filters** button to search for items - **Reset Filters** button to remove all filters - **Actions** button to Export Selected as an Archive - **Actions** button to Clear Selection - **View** Document Storage Used |Document_Library_List.png| .. |Document_Library.png| image:: .docsimages/Document_Library.png :scale: 50% .. |Document_Library_List.png| image:: .docsimages/Document_Library_List.png :scale: 50% ----------------------------------------------------------------------------------------------------------------------------------------