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

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

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

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

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

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

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

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

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

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.

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