The Production cateringdocument is located in the Administration panel\Warehouse\Production catering
There are two possible modes of writing-off:
Write-off mode: in this mode, the warehouse stock will be written-off on actual basis of dishes sales. A writing-off document of sold dishes is created automatically and includes the calculation of a cost price for each ingredient which the dishes were made of.
Production mode: in this mode, dishes and semi-finished goods production will be written-off on actual basis.
For production records, you have to go to the Administration panel: Products\Products and Dishes…
* and in the Productionwarehouse field, define a warehouse where the dish will be used after being made.
* and in the Recipe section, define the ingredients composition that are essential for a dish making.
After being made, the Dish comes to the production warehouse at cost price according to the job order cost card. Its composition ingredients are written-off accordingly.
If the Dish is moved to another warehouse for further selling, it will be recorded and written-off as a Product (without job order cost card) at the cost price of the production warehouse.
Writing-off documents of produced dishes are created manually in the following way:
Press the Create button
In the document card, set the Production mode
Press the Addrow button on the Dishproduction grid to generate the list of produced dishes.
Press the Fill button to fill the list of dish ingredients in from its job order cost card.
Using the Ingredients list, you can modify a dish composition, for example, change products in the production.
Ifthereisastockbalanceinthewarehouse, itwillbewritten-offwith an allowance of its average-weighted price.
If there is no stock balance and writting-off into the red is authorized (the flag Settings\Accounting policy\Authorize writing-off without products stock balance is set), the program will write-off at the last receipt price. The receipt price is defined in the Administration panel: Warehouse\Products arrival
If you need to declare products arrival in the warehouse using other measurement units than the base ones, go to the Products card through the Administrationpanel\Products\ProductsandDishes\Meas.unitstab and specify additional measurement units for your incoming order:
* Tap the Add Row button
* In this new line, input a measurement unit and a base unit calculation factor.
For example, we have Milk which base unit is the Litre. On the tab of measurement units management we can add an additional measurement unit “Bottle 1.5 l” with base unit calculation factor equal to 1.5. Thus to declare the receipt of 3 bottles in the warehouse, we have to specify “Milk, unit Bottle 1,5 l, quantity 3” in the products receipt document. The program will automatically make the conversion of the quantity and price into base unit and we will get 1.5 * 3 = 4.5 litres entered the warehouse.
Day report: During a day the following key figures are displayed in three sections:
Bottom line: Sales, Returns, Discounts, Sold quantity, Guests number, Average check.
The most popular: Products (Dish) designation, Quanity, Totals.
Discounts: Discount designation, Totals.
By employees: Displayssales for the specified date range with the possibility to filter by establishment.
It contains the following columns: Employee, Sold quantity, Discount, Sales Totals, Average bill.
Cash report: Displays till operations for the specified date range with the possibility to filter by establishment.
profitability of sales: shows a profit calculation broken down by dishes for the specified date range.
It contains the following columns: Products, Sold quantity, Sales Totals, Written-off quantity, Written-off amount, Cost price of 1 item, Markup percentage, Profit.
Salesbypaymentmethods: Displayssalesbroken down by payment methods for the specified date range withthepossibilitytofilterbyestablishment.
It contains the following columns: Payment method, Sold quantity, Sales Totals, Avarage check.
Salesbydays: Displayssalesbrokendownbycalendardaysfor the specified date range.
It contains the following columns: Day, Establishment, Sales Totals.
Sales over a period: Here you have the possibility to produce a report broken down by:
It contains the following columns: Products, Establishment, Totals, and Quantity.
Sales by goods – Type of report: In the fiscal group during the period
Columns: Goods (Fiscal groups) for each institution: Quantity Amount (sold), Total (for all institutions) Quantity Amount (sold)
Date of the start – Date & Time beginning a reported period
End date – the date & time due dates a reported period
Do not take into account the view of Loan Payment
Do not show the zero position
Only the fiscal receipts
It is possible to get sales figures in accordance with the changes of cash. The reporting period in this case is set by the additional parameter – the beginning and end of the shift. The arrow buttons “Forward” and “Back” allow “flipping” a report in accordance with the changes of cash, time shift will be entered automatically.
Activity Log – list of operations with documents / objects database for the period
Column: Date (date and time of the operation), description (ID – document / object, name), Login (user to perform an operation), IP (IP address), the user’s action (operation type: create, update, delete).
Reports of the Warehouse section
Products stocks movements: Displays products stocks in the warehouses for the specified date range with the possibility to filter by Storehouses, Categories and Type of goods.
Opening stocks (Quantity, Totals)
Receipts (Quantity, Totals)
Expenditure (Quantity, Totals)
Closing stocks (Quantity, Totals)
Reports lines are highlighted in red if product’s stock in the warehouse is less than an authorized minimum level (column min.stock).
Cost card report – information about ingredients cost the product is made of.
Charts – Displays cost of goods sold in the form of a graph
Vertical – cost of goods sold
According horizontals – the days of the reporting period.
The report has two modes:
Only a selected period
Compared to the previous period
In mode only the selected period are displayed for sale with the help of the established calendar (start date, end date) period.
In Compare mode with the previous period are displayed simultaneously:
sales for the installed using calendars (Start date, end date) sales period for the previous period.
The duration of the previous period is automatically “shifted into the past” in relation to the assigned reporting period by the corresponding number of days of the reporting period.
That is, if you set the reporting period equal to the week, the previous comparable period will correspond to the previous week. The graph reporting period, highlighted in green, and the previous period – purple.
If you click on the graph to the intersection point of the day, the program will display a hint about the displayed period.
In Compare mode with the previous period on the horizontal axis of the chart displays the serial numbers of days of the reporting period.
The parameter allows you to set Group by day, week or month as a group sales figures, that is, indicators will be are summarized and displayed according to the specified groups.
Gains and losses
Gains and losses – comparison of monthly figures in the period with the possibility of filtering by the institution
Parameters defining the reporting period: Start date, end date
Title of the article income / expense, places Name
Section Month: Columns amount on articles Interest
Reports of the Loyalty section
Report by bonus points displays information for the specified date range.
It contains the following columns: Name and Surname, card number, received bonus points, spent bonus points, order number.
Consolidated report by discounts for a specified date range with filtering by establishment.
It contains the following columns: Discount (designation), percent of a discount, discount amount.
Detailed report by discounts displays information for a specified date range and allows to filter by establishment.
Columns: Order number, Order status (Open/Closed), Establishment, Created by (waiter, salesperson), Guest, Discount (designation), percent of a discount, discount amount, order amount.
Orders with partial payments report
will show you quickly the amount and date of the debt to be paid by the customer
Designed to control the debt arising from the deferred sales
start date, end date – determine the period of occurrence of debt
Outlet – by the institution in which the debt arose
Past due accounts – show the maturity of debts has expired.
Reports of Staff section
Pay slip - all information for salary accounting
Reporting period: Start date, end date
Employee – limited report information on the selected employee. If the employee is not specified, the report is generated for all employees
Working hours in detail – enable \ disable the detail work on-time employees
Vendors (Counterparties, Suppliers or Customers) are managed in the Administrationpanel: Warehouse\Additional\Counterparties. On this screen you can specify contractor’s contact details such as Name, Tax identification number, Telephone number, Address and a Supplier\Customer attribute.
You can find a product card in the Administration panel\Products\Products and dishes.
We use the Products term as a general designation for Goods, Ingredients, Dishes, Semi-finished products and Services.
Product card fields are intended to specify:
Products are common goods that you can sell or buy. Products don’t have any job order cost card. They can be determined as ingredients of dishes or semi-finished. As soon as a dish is sold, the sold quantity of products is written-off automatically by the Products write-off document.
Ingredients are components of dishes or semi-finished products. Ingredients are not visible on the tablet as it is supposed that they cannot be sold. If you need to sell ingredients, set the Type value equal to Products in the Products card
A Dish is made of Products and Ingredients (Chicken Kiev and Blueberry Martini cocktail) and it can be sold. Dish components are defined on the Job order cost card tab. After being sold the Dish components are written-off by the Food services production document. If a Dish is composed of another Dish or Semi-finished product, the components of these ones will be also added to be written-off.
Semi-finished products are the same as Products. This kind of category was created to easily distinguish dishes from semi-products.
Services represent intangible goods that can be sold and bought. But when a service is sold or bought, no warehouse movement is generated.
The Main tab:
Selling price is a price written by default in the Price list (Menu) of the tablet. The price is indicated for a base unit. In the Price list (Menu) you have the possibility to set a price other than the one indicated in the Products reference book.
Barcode allows you to simplify products selection when executing selling or werahouse operations.
Weight items, this field defines if it’s necessary to input weight for products being sold. It can be used both for weighted and draught products.
Not present in price list, this field is intended to make products invisible in the Price list (Menu) of the tablet.
Min. stock balance represents a minimum products stock that must be in the warehouse. If a Stock balance drops under the minimum quantity, the corresponding line will be highlighted in red in the Stock balance and Products stocks movements report.
Recommended balance represents a products balance while achieving of which it is recommended to produce a request. If a Stock balance drops under the recommended quantity, the corresponding line will be highlighted in yellow in the Stock balance and Products stocks movements report
Coef. of shrinkage – the coefficient of shrinkage or frying is the coefficient determining the change in the weight of the product during its preparation or storage
Last receipt price value can be defined automatically by the Products receipt document or it can be set manually. This field is used to define a product’s price during writing-off or calculation of a dish’s cost price when this product is absent in the stock balance and it’s impossible to determine its average-weighted price.
Tab Sell price
It allows you to set different prices in different menus on the same goods
To keep dishes cost accounting records, it is recommended to:
* Create a separate Ingredients products group in the Administration panel: Products\Products and Dishes
* Enter products items which are ingredients (products) in the Ingredients group. When entering products items you have to set the Type field value equal to Ingredients.
Products Reference book is hierarchical so it offers the possibility to create an easy to use structure of ingredients groups.
* The Recipe tab appears for a product if its type is defined as a Dish or Semi-finished.
For a Dish, define ingredients composition for making this dish in the Product card \Recipe.
Use the Add row button to create a list of dish ingredients. You can even choose Semi-finished as an ingredient and the program will resolve it into components during automatic writing-off.
Writing-off of a product quantity will be made with respect to the Qty – (gross quantity) column value.
A Net Qty (net quantity) column value is indicated just as a reference.
* To calculate Price and Cost price of a dish, tap the Calculate cost price button.
The cost price is calculated based on a weighted-avarage stock balance in the warehouse to date. If there is no stock balance, the price of the last receipt is used for the calculation.
You can set manually the receipt price in a product card (Ingredient).
As a rule, waiters and salespersons have to work only in the mobile application on the tablet.
Administration panel users’ access permissions are set up in the Access\WEB panel Users section.
Administration panel web site is divided into sections depending on the activity area:
Products section allows working with products (dishes), price lists (menu), modifiers and printing categories
Orders section allows working with orders
Warehousesection allows performing warehouse operations related to goods arrival, displacement, writing-off of goods, production of public nutrition, inventory, requests, stock, contractors, and warehouses
Financialaccounting allows managing all operations related to cash: payments, tills and bank accounts, cashflow items, till report
Reports section allows managing the major reports such as Day report, By employees, Till report, Sales return, Products stock movements, Sales
Loyalty section provides the possibility to set up discounts and promotions, to keep records about number of guests, to manage loyalty programs, discounts and promotions, to generate a report by bonus points and by discounts
Settings section allows to set up company’s contact details (logo trademark, name, description), policy, payment methods, printers, lisences and payments, taxes, organizations, closed order opening reasons, restaurant rooms, tables, reasons for a guest check cancellation
To payment is not lost, you can set the option “Notify about payment” in the box that appears to indicate the purpose of payment.
This type of document is created in the Administrationpanel\Warehouse\Inventory screen and allows simplifying control of Products balances in the warehouse.
Manner of performance:
* Create an Inventory document using the Create button.
* Get an imputed products balance in the warehouse on the user-specified date using the Fill button. It’s this button that will show you an imputed products balance in the warehouse as of the current date (use-specified date).
* Input a real product quantity present in the warehouse In the Real qty column.
* When required, you can modify the value in the Price column if you consider the imputed price to be wrong.
* To add new products items, tap the Add Row button.
Once you save you document, the program will execute corrective warehouse movements to make balances equal to actually input quantities. If after having entered a real products quantity you make modifications in old documents and your accounting quantity becomes different, tap the Fill acc.qty button. The program will save the actual quantity and update the accounting one.
Barcodes are used to identify Products. That’s why we recommend to equip each workplace with barcode scanners to increase work speed and avoid errors while inputting products nomenclature. Values of all products barcodes are set on the Products detail screen in the Administration panel\Products\Products and dishes.
To input a barcode, move the cursor to the Barcode field and scan the barcode label applied to products or their packing cases.
Barcodes scanners can be connected to:
* a device which an establishment Administrator is working on in the Administration panel (laptop or PC). As an example you can use a scanner for products arrival quick processing.
* a tablet (Use for sales)
Based on the connection type, you can use a
* USB scanner
* Bluetooth scanner
* tablet camera (under development)
If you want to set a goods quantity (weight) as a mandatory value when adding a new item, it means that a dialogue box will be displayed automatically requesting to input product quantity (weight), you should set a flag in the Administration panel: Products\Products and Dishes\Weight
You can use the Weight flag both for loose and draught goods.
* You can create and edit restaurant rooms in the Administration panel: Settings\Restaurant\Restaurant rooms
* You can create and edit tables in the Administration panel: Settings\Restaurant\Tables
When you create a new table, you will have to enter its number or designation (in the Designation field) as well as the rooms where it is located (in the Restaurant room field).
The Order by field will allow you to set the selection order of tables on the tablet which is also used for a new order creation. To set tables location in the room, use the Tables map window.
Printing categories will allows you to organize preparation tickets printing at the site (kitchens, shops, bars). For example, you can define to print orders for meat dishes only on the printer installed in the kitchen and to print orders for complicated cocktails in the bar.
To create and configure Printing categories and preparation tickets:
Go to the Administration panel: Products\Printing categories and create Printing categories for each printer installed at the site (kitchens, shops, bars)
Then go to the Administration panel: Products\Products and dishes\…Dish… \Print.Category and specify the appropriate printing category for each dish, for example:
Products\Products and Dishes\…Dish… «Chicken Kiev»\Categories\Print.Category: «Printer in the kitchen»,
Products\Products and Dishes\…Cocktails… «Blueberry Martini»\ Categories\Print.Category: «Printer in the Bar»