Products, menu

Working with Charges on goods is made on the Administration Panel \ Products \ Charges
A Charges on a product is used to automatically calculate an additional charge for a product or service, such as tips, a service charge, etc.

To create a new Charge, click the “Create” button:

Fill in the following fields:

Name – name of Charges

Price list – a price list or menu for which goods a surcharge will be applied. If the field is empty, the surcharge will affect all menus.

Products groups – are a commodity group for which goods a surcharge will be applied. If the field is empty, the surcharge will apply to all product groups.

or Outlet – an institution to which goods the extra charge will be applied. If the field is not filled, the surcharge will apply to all establishments.

By percent or By Fixed sum — select the method for calculating the markup: as a percentage (of the price of the goods) or as a fixed amount.

Markup – value of markup depending on the set switch – percentage or amount

Priority – the priority of applying the markup, in case of using several markups.

Any merchant should work with the Price or the menu Menu (for the public catering).

Menu items are created based on the list of products and can have details different from the corresponding elements of other menus or products.

The program allows you to keep a simultaneous account of several menus with a different set of products, different prices and other characteristics. In this case, only one menu can be used in the institution. The operative switching of the menu in the outlet takes place in the Administration panel \ Settings \ Outlets \ Basic \ Price

Goods \ Elements of the price list – filling the Menu (price list with elements)

List of elements The menu (price list) is a hierarchical structure of the folders in which the elements are located.

The hierarchical structure of the menu (prices) created by you will be reflected accordingly in the sales window of the mobile POS terminal.

Creating a new Menu (Price) manually:

in the Administration panel create a new price:
• Goods \ Price click the Create button
• Fill in the created by Price products:
Goods \ Price elements – select a new Price next button Create Group, Create Item

Fill in the card the details of the price element

Fill the Price list (Menu) in based on the products list

• Set a new price for the institution: Settings \ Outlets … Name of the institution … \ button Change \ Price field

Export price elements to Excel – click the button Export to Excel

The table of the downloaded file should have the following form:

Document Disassembly is used to formalize the separation of products into components, for the purpose of further sale or production in parts. For example, you can arrange the cutting of the carcass or assortment of bouquets.

Working with the document takes place on the administration panel in the section Stock \ Advanced \ Dish Disassembly

To create a new document, click the Create button.

In the table of contents of the document in the Dish field, indicate the dish, the semi-finished product or the products, which should be decommissioned.

The Quantity field indicates the number of dishes to be divided.

To enter information about the component, you must click the Add row button and fill in the values for Goods, Quantity. The price of the goods is automatically substituted from the receipts, if necessary, you can change it.

After filling out the list of components, click the Save button.

The results of the reconciliation can be seen in the report Remains and movements of goods.

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:

• Type:
  • 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.

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.

Meas.units

Min. the number for the auto-claim – with the option for automatic creation of orders for limits – determines the quantity of goods that will be ordered automatically if the balance becomes less than the established limit. The auto-create mode is activated by the Automatic item creation buttons for items whose balance is less than the minimum allowable value and automatically create an order for the item at positions that are less than the recommended amount in the Settings \ Accounting Policy section
Automatically create a purchase requisition for items whose balance is less than the minimum allowable
Unit. Measurements in which a parish can be drawn up – provides a list of possible options for recalculation in the base unit, taking into account the conversion factor. Typically used to recalculate the quantity of goods recorded in different packages

• Base meas. unit – Basic unit of measure – defines the unit of measure in relation to which the other units of measurement will be recalculated
  Units of measure in which the arrival can be made – the unit conversion table in relation to the basic unit
• Min. qty for auto request – with the option for automatic creation of orders for limits – determines the quantity of goods that will be ordered automatically if the balance becomes less than the established limit. The auto-create mode is activated by the Automatic item creation buttons for items whose balance is less than the minimum allowable value and automatically create an order for the item at positions that are less than the recommended amount in the Settings \ Accounting Policy section
• Units of measure in which the arrival can be made out presents a list of possible variants of recounting to the base unit, taking into account the conversion factor. Typically used to recalculate the quantity of goods recorded in different packages

Sell price tab:

It allows you to set different prices in different menus on the same goods

Categories tab:

• Print category – determines the location of the printing of the counter, for example, the kitchen, where the dish will be cooked
• Extra print category – determines the additional printing space of the counter, such as the kitchen, where the dish will be cooked
• Fiscal Group – defines a fiscal group for accounting taxes
• Class category – defines the category of a dish, for example a dish for breakfast
• Classifier
• Organization – allows you to link the goods to enterprises with different forms of ownership
• Public modifier – the product is a modifier available for all dishes
• Vendor code – the code used for communication of goods with third-party systems

Nutritional value tab:

You can take into account the nutritional values for use as recommendations to your clients for observing the optimal diet. With the help of the Program, you can keep a record of the content of fats, proteins, carbohydrates, calories in dishes.

Indicators of nutritional value of Calories, Fats, Proteins and Carbohydrates are taken into Nutritional value tab.

The program automatically calculates nutritional values ​​for dishes consisting of several products and ingredients.

Accounting for the nutritional values ​​of the dishes is based on the pricing card of the dish. In the calculation card, a list of products and ingredients of the dish is made.

Preliminary in the cards of the product of products and ingredients of the ingredients of the dish, it is necessary to take into account the nutritional values characteristic of them.

The recalculation of nutritional values after updating the ingredients of the dish, occurs when you click Calc. cost price on the Recipe tab.

Photo tab:

allows you to download, change or delete a photo of the product. Product images are displayed in mobile applications: POS terminal (in the sales and warehouse sections), eMenu and BonusMe. In cases where it is necessary to have several images of the product, for example to show a slideshow in the electronic menu, use Adding images to menu products in the Administration panel \ Products \ Price list Items

Product images are displayed in the mobile application in the sales and warehouse sections.

The Products list is located in the Administration panel\Products\Products and dishes. Please notice that the “Products” term is a generic one for Products, Ingredients, Dishes, Semi-finished products and Services.
For purpose of designation commonness, all Products are commonly referred to as Items in the software.

Items are located in the Products groups. To make products search easy-to-use, the structure of Products groups was made hierarchical, it means that some other groups may be found inside the main Group. You can create your own group structure and fill it with Items depending on your business activity needs.

The Create a Group button is designed to create a new group of Items.

The Parent field defines a (Parent) group one step higher in the hierarchy which contains the current Group.

To navigate between groups, double-click on the group.  

The Create Item button is designed to create a new item (Product card). When creating an item, its group’s value will be defined in the Parent field. You can change the value of the Parent field any time you need it.

To create similar Items, you can use the Copy menu option. The Copy menu option is available once you click on the button with a gear-wheel icon located in the right part of the items list.

Watch Video lesson 1 showing how to work with products list.

The Import goods button allows you to load a list of products from the database into the database.

• Import from csv-file from external file, CSV format, information in which is divided into columns using commas.
• Import data from a table – by copying cells of a spreadsheet (for example, excel), in which the columns follow a certain way.

Importing data from a table:

1. Prepare a list of products for the table with the following columns: Name, Group name, Sale price, Purchase price, Bar goods, Barcode

2. Click the Import goods button \ Import from table

3. In the table, select the cells with the goods that you want to import. Copy the table cells to the clipboard (For Excel, press CTRL + C or the context menu option “Copy”)

4. In the “Import data from a table” dialog box,

Set the pointer to a cell marked as Ctrl-V (in the upper left corner)

5. Simultaneously press the Ctrl + V keys or the “Paste” context menu option. Copied text appears in the window.
Click the “Save” button

The Import from csv-file button calls the dialogue window allowing to upload Items from an external file.

Button Export to Excel – to store in external files tables: Productions, Calculation cards, Technology cards.

The Products search field filters the list of items according to the field’s value.

Products categories offer you an additional possibility to group products as you like to:
* produce reports broken down by Categories (Sales by products report)
* set up discounts for certain Products categories.

It is not mandatory to keep Categories.

To create a list of products categories, go to the Administration panel: Products\Products categories. A categorie value is set in the Administration panel: Products\Products and Dishes\Categories\Product categories field.

Unlike products group, the reference book of products categories doesn’t have a hierarchical structure so all categories are of equal value.

Example of using Products categories:
1) Category Products and Dishes set for breakfast:
* Eggs
* Milk
* Bread
* Tea

2) Category  Light First course:
* Borscht
* Meatball Soup
* Chicken broth

The use of group processing of elements allows you to set simultaneously the values of the fields Print Category, Product Category, Fiscal Group to the goods included in the group selected by the user.

The group operation window is called when the  button is pressed and the Group processing  of elements option is selected.

The Parent field specifies the group of products for the elements of which the processing will be performed.

To specify which field should be changed, select the appropriate checkbox. If the checkbox is not set, the field value will not be modified.

Select in the drop-down list the value of the field that should be set to the Item groups

If you need to clear the field values, do not specify the field value when the check-box is installed.

To apply processing, click the Execute button.

You can add products images to the buttons of the products selection menu by using the Photos upload button in the Administration panel: Products\Price list items. The Photos upload button is located in the right part of the hierarchical list of the price list items.

The window for adding new images:

Product images are displayed in mobile applications: POS terminal (in the sales and warehouse sections), eMenu and BonusMe.

To view changes on the tablet, you need to re-login to the mobile application

1. Production and retail storehouses
2. Product card – setting up product properties
3. Executing a “Production” document
4. “Products stock movements” report – control of products receipt
5. Move products to the retail storehouse
6. “Products stock movements” report – control of products movements
7. Sales of products
8. “Products stock movements” report – control of products write-off action at the retail storehouse

If necessary, you can set a convenient order (sorting) the display of folders and buttons with items on the tablet. For example, set the list of items at the beginning of the list of items that are most often sold.

The order of elements of the price list for the Product Group is determined using the “Sorting order” field in the Administration panel: Products \ Price elements \ Group card (folder)

The order of elements of the price list for the Goods is determined using the “Sorting order” field in the Administration panel: Products \ Price elements \ Product card \ Main

To set the order, you must fill in the “Sort Order” field for all price items (menus). It should be taken into account that the greater the value of the field the lower the list it will be displayed in the menu on the tablet

in the Administration panel:

• Check the availability of the goods in the Menu in Products \ Elements of the price. Set the necessary price (left top), see the missing items.
• Check whether the Price and the Point of Sale match in the Settings \ Places \ Price field.
• Check compliance Access \ Users Web panel \ User \ Login and Administrator of the Place under which you logged in to the Tablet.
• Check the conformity of the Facilities to the User: Access \ Users Web panels \ Institution \
• After editing the data in the Administration Panel, to update the information on the tablet, restart the Mobile Application

The program allows you to upload the file in HTML format with images of price tags.
The file can be opened in any browser and printed on the printer.
Working with price tags is done in the Administration panel\Products\Price elements:

1. To do this, select the necessary menu from the drop-down list (top left) in the Administration panel \ Products \ Price elements.
2. Click the Export button in Excel \ Price tags.
3. In the window that appears Export Specify the desired set of products whose price lists you want to print. To select products, you need to specify the Menu in the Price field and product groups or individual items in the Commodity groups field
4. Click the Save button in the html file. The program will generate and upload a file to your computer (or tablet).
5. Open (double-click or open with) the uploaded file by the browser
6. To print, click the Print button in the browser.