Introduction
When adding a new outlet, certain criteria needs to be added for it to function correctly.
Assumptions
The head office user needs to have the Outlets Set Up permission.
The Area, Region and Brand have been set up.
Purchasing Categories have been set up.
Where to find this
Head Office > Outlets > Set Up
Step-by-Step guide
Once in the Set Up area, click on Add Outlet
Select the relevant Area for your new outlet from the drop down
Give your outlet a Name and a Reference (the reference will be used for reporting)
Select the correct Finance Region and Outlet Brand
Select a start date for when you plan to start using your outlet
You can then do the following (most common requirements) to complete the set up:
Address: Once you have created the new outlet, click Edit Outlet and click on the outlet name. Then click on Manage Addresses. This address will be used as the delivery address on your supplier purchase orders. If you want to use the address as the invoice address on the supplier record, tick the 'Supplier Invoice to Outlet' box (in Edit Outlet).
Purchasing:
Go to Outlets, Setup, Purchasing. Assign Category Favourites - Click on Outlet Favourites and tick the relevant options or click on Allocate Favourites and choose an outlet to copy the favourites from.
Purchasing>Favourites - Assign Supplier Favourites. Click on Supplier Favourites, choose the Outlet, select the supplier from the Add Supplier Favourite dropdown box, then click on Add. Add the Account Number and tick the days that supplier will deliver to the outlet and add the number of days advance notice the supplier needs, then click on Update. This information will show in the delivery set up area in the main supplier record in Purchasing>Suppliers.
Requisition Approval Levels (if using) - Click on Manage Requisition Levels and apply the levels as per your companies requirements, then click on Submit to save.
Income:
Create Income Departments and Categories. First click on Add Department, choose the outlet, then add the Department Name and Code, click on Add Department to save.
Now add the Category by clicking on Add Category and completing the fields, click on Add Category to save.
You can also add these by going into the Outlet, Finance, Set Up.
Recipe Manager:
Add Locations so that dishes can be assigned. From within Recipe Manager choose Locations, click on Add, choose the outlet, and add the location name, click on Add Locations to save. If you want to apply a new location to multiple outlets, click on Add Multi, type in the location name and tick the outlets you want to apply it to, the click on Submit to save.
Stock templates:
If using stock templates created at head office, these will need to be assigned to the outlet. Click on View Items, click on Process to Apply Template, tick the Outlet, then click Apply Template.