Using Stock Sheet Templates and menus to restrict ordering

Purpose of this client option

Control purchases to ensure that outlets are only ordering items that are included within a menu.

This helps reduce the loss of margin caused by outlets purchasing items that differ to those used in menu costings.

Set the rule per stock sheet to enable you to activate or bypass the rule as required (for example, bypass the rule for non F&B ordering)

Easily prevent sites from being able to order items once in a menu but now removed

How to activate

IndiCater have created a client option called ‘Menu based Ordering’ This needs to be activated by IndiCater and is turned on per client url not per company (a client can have multiple companies).

How to use set up

Once activated, head office users will see the options called ‘Exclude from Menu Based Ordering’ when creating a new stock location template in the Head Office tool ‘Manage Stock Sheet Templates’

This is to be ticked if creating a stock location that should NOT use the menus to determine if items should be visible or not, for example when creating a stock location for cleaning and disposables.

This should be left unticked if creating a food based stock location that needs to use the menu rule.

Existing stock locations will default to have this option unticked and so any stock locations needing to be excluded from the rule should be edited. To do this click on the stock location name in the head office Manage Stock Sheet Templates page and tick the box now visible. You will also need to tick the box to apply the changes to the stock locations at outlet level.

Open

Assigning items to stock locations

• Rather than clicking View Items and adding items to the stock location that way, click the new option called 'Update Stock Sheet Templates by Menu' at the top of the page.

Open

• Here you can select a menu using the drop down list or you can scroll to the bottom of the list and click the option to see All menus.

• Having selected a menu, you will see all items used within that menu. The page will show you 10 but you can amend to see up to 100 and then scroll through the pages.

• You can now either click specific items or use the Select All to click on everything

• Scroll down the page and select the correct stock location/s and then Submit

• This will add those items selected to the chosen stock location

• You can then select another menu and do the same or the same menu and another stock location etc

Please note, if you search for a menu it will always return all items in the menu. It does not show you items not already added to a stock location as items may already be in one stock location but you may now want to add the same list of items to multiple stock locations. If you select to add an item already in the chosen stock location, the system will know if it a duplicate and not add it.

Updating a stock location

Once you have added the list of items within a menu to the stock location, you may wish to update it due to changes in the menu.

To do this click on the Update Stock Sheet by Menus button and select your menu. All items will be displayed. Select All and add to your chosen stock location. This will add anything not already added.

There is no need to remove items as any removed from the menu will no longer be available to order.

Ordering

Once the stock location which has the menu rule applied has been made available to the outlet, the outlet will only see items that are in a menu. If they click to Show Unavailable Items they will see any other items that are in the stock location but not in a menu.