2022
10 min read
Each Product is linked to a department and supplier for reporting. In turn, each department is linked to a group.
New suppliers, departments and groups can be added through the buttons in Item Set-Up.
It is best to work in a top-down level method, e.g set up all Groups, Departments, and Suppliers, before setting up products. Therefore when setting up products, all links are available in the drop-downs.
From the item set up screen choose Group Setup and Create a New Group and OK
This then loads the below screen:
Fill in the following:
Name: Give the group a name
Export Code: Code that can be used in an external system
Operator Alert: Text that pops up for operator when item is sold from group
Compulsory Tab Required: Items in this group Must go on a Tab when this box is ticked
Prompt For Operator: Prompt for operator who served the customer
Show on Order Pad: Show group on orderpad
Save and Exit Set up when Completed
Select Edit a group
This opens all current groups. Select the one you wish to edit and you are now presented with the same screen as create a new group.
Select Create a New Department and OK
This loads the below screen:
Fill in the following:
Name: Name of Department
Group: Group Department is to be reported in as set up previously.
Export Code: Code that can be used in an external system
Follow On: Function to be preformed after an item is sold from this department
Max Disc %: Maximum % Discount to be granted on items from this department
Target Margin %: Suggests sell price for items in this department based on this %
HALO: High Amount Lockout for department
LALO: Low Amount Lockout for department
Table Plan Status: When items from this department are sold what table plan status should be assigned
Order Position: Position items from this department are shown in on orders
Order Category: Category Items are shown in from this department
Menu Colours: Colour of button on sales screen
Allow Sales During Specified Times: Only allow sales from this department on certain days or times (Perfect for Sunday Lunch Or Set Menus)
Order Pad Settings
Show on Order Pad: Show Department on Order Pad.
Price Levels: Define price levels available on Order Pad.
Default Product Settings
VAT Rate: VAT Rate for items in this department
Printers: Select which printer/s items in this department should print to.
Remove Order Printer from Each Item: Remove all current set printers for items in this department
Update Products: Update printer settings in for each item in this department
Check for Allowance on Sub Menus Price Level: If Items are part of a set menu check for allowance using price level. (See Set Menu guide for More Information)
Default Size Profile: Default Size Profile for items in this department
Operator Alert: Text that pops up for operator when item is sold from department
Use Porton Controls: Use portion controls for items sold in this department
Order Printer Department Only:
Course Department: Department is a course department
Unique Items: If ticked items when sold from this category are listed as individual items rather than grouped into identical products e.g. 5 x Pizza
Include Items on Sales Reports: Items from this department should be included on sales reports
Allow VAT Override with Tabs: Allow VAT Override on Tabs
Allow VAT Override with Eat In/Take Out?: Allow VAT override based on Eat In/ Take Out
You can now save and exit set up. Repeat these steps for every department you need to create.
Select the department you wish to edit, you are now presented with the same screen as create a new department.
Select Create a New supplier and click OK.
This Loads the below screen which needs to be completed.
Fill in the following:
Default for New Products: If Ticked this supplier will appear by Default for any new items
Name: Supplier Name
Address: Supplier Address
Post Code: Supplier Post Code
Contact- Sales: Contact For Sales
Contact- A/Cs: Contact For Accounts
Phone: Phone Number
Fax: Fax Number
Mobile: Mobile Number
Web: Website
Email: Email Address
Notes: Notes about supplier
Bank Details
Bank: Bank Name
Sort Code: Sort Code
A/C Number: Account Number
A/C Name: Account Name
Credit Limit: Credit Limit
Choose the Supplier you want to edit, you are now presented with the same screen as create a supplier.
Everything your business needs to grow, delivered straight to your inbox.
By submitting this form you agree to our
Terms of Service and the use of your personal data according to our privacy policy.
Please don’t hesitate to call even if it’s for a quick question, our team are on hand round the clock and are ready for new clients and ventures! We look forward to hearing from you.
6 Saint Peters Walk
Droitwich, Worcestershire
WR9 8EU
Or Call Us On 01905 790615
