By indicating your suppliers' delivery days, Easilys can suggest consistent delivery dates when you prepare orders, whether this is done manually or via the ORDER PREPARATION screen.
There are two methods for entering delivery days, which we define below.
Set delivery days using "free selection"
Select the Products > Suppliers tabs.
Select the relevant supplier sheet.
Under the "Delivery" section, choose the "Free selection" mode.You then just need to check the delivery days.
You can then specify if a minimum delay between the delivery day and the production day must be observed. By default, this delay is 0, so Easilys can suggest a delivery date equal to the production date.
Set delivery days "based on production days"
If you need to manage delivery days more precisely in relation to your production management, switch to the "Based on production days" mode. You will then see a table allowing you to indicate which production day is linked to the chosen delivery day.
The first column corresponds to the delivery day; in the example below, it is indicated that when production is scheduled for Wednesday or Thursday, delivery must take place on Wednesday.
This method of indicating delivery days is useful when you have set up menus and possibly a production plan.
Edit a task
Start from: The Easilys menu.
Select the PMS > Task administration tabs.
Select an existing task in the display table on the Tasks administration screen.
The task sheet appears on the right side of the screen.
At the bottom right of the sheet, select Edit.
Make your changes then select Save at the bottom right.
Manage currency exchange rates
Start from: The Easilys menu.
The exchange rate is always managed in relation to the euro (€).
Select the tabs Sites > Currency.
Select the currency for which you want to change the exchange rate.
The currently recorded exchange rate is displayed on the right side of the screen.
Modify it.
Select Save at the bottom right.
Once saved, the exchange rate applies instantly.
Review user logins to Mapal OS
Start from: The Mapal OS Configuration module.
Navigate to User Management > User Logins.
The User Logins screen shows you a grid with five columns: name, email, profile, last logged in, and type.
On this screen, you can also find a series of features:
Search: Use the search button to find users by name or email.
Filter: You can filter by period (from, to) and by user profile.
Export to CSV: You can export all the data visible on the grid to a CSV file.
Counter: Placed in the header, it shows the number of user logins.
Create processes and tasks within a procedure
Start from: The Compliance dashboard.
Select Tasks > Setup from the main menu.
Select the Module where your procedure is located.
If you haven’t created a procedure in the module yet, see Create a procedure.
Create a process within a procedure
Once inside the module, scroll down to Processes and select New Process.
Add the name of the new process on the Label field.
Select Save.
In your newly created process, select Procedures.
Select the ^ button beside Connected to other processes.
Check the box of the procedure or procedures you want to link to your new process.
Select Save.
Now the process you created is linked to the procedure.
Assign a process to a location
Select Tasks > Setup from the main menu.
Select the module where your new process is located.
Select your process.
Select the three dots at the top of the page and press Enable.
Search and select the locations that need the new process.
Select Save.
Create a task within a procedure
Tasks can be associated with a procedure at the moment of creation. You can then move them to the specific areas where you want them to be published.
Select the area where you assigned the task on the Daily Schedule and locate the task.
View processes
Select My location > Processes from the main menu.
See your new process active.
Select the process to see which procedures and tasks that are connected to it.
Save and load scenarios in Analytics
Start from: The Analytics module.
Select a module of your choice from the main menu. In this case, we will use Sales.
Save Scenario
Select Parameters and arrange the data accordingly.
To learn more about the Sales module settings, see Filter and navigate Sales data. Notes: Each data analysis module in Analytics has different parameters to be configured.
Select Filter by Business Unit and choose all the business units for which you want to view the data.
Select Scenarios.
Type a name for the new scenario in the text box and select Add +.
Your new scenario will now be part of the list of existing scenarios.
Load scenario
Select a module of your choice from the main menu. In this case, we will use Sales.
Select Scenarios.
Select the scenario you want to display from the list.
You will now see the scenario you have selected displayed on the screen.
Configure clusters in the scheduler
Start from: The Workforce module.
Select Scheduling > Scheduler 2.0 from the main menu.
Parameterize the scheduler to access the main grid OR close the parameterization window to access the tools directly.
In the Configure Clusters window, you can select filters or clusters already created to facilitate the creation of a new group or edit an existing group.
Create a new Cluster
Selects the filtration levels for a new group.
There is one default level, but you can select + Add level to further deepen the filtering to the desired detail level.
In the results, you can check the box of the specific sites you wish to assign to this group or select Check all to include all sites that meet the filter rules.
Once you have chosen the centers, select theSave As button to assign a name to the cluster and save your selection.
Notes: You can use an existing cluster as a starting point. To do this, select the cluster from the Filter drop-down, select Save As, assign a new name and adjust the levels accordingly.
Once the cluster is created, you will be able to sort shifts according to this parameter. You can locate it by selecting Cluster in Business Unit Group and then selecting the name of the cluster you have created.
Edit a cluster
Select the cluster to be modified from the Filter drop-down list.
Select the Update button.
Adjust levels or site selection accordingly.
Edit the name if necessary.
Select the? button to save the changes OR the ? button to discard them .
Managing an order with "error" status
Start from: The Easilys menu.
When you notice that an order is in "error" status, you can move it back to the order basket to retry sending it or indicate that the order has been communicated by another means and can be considered as sent.
To do this, go to the order details on the Order tracking screen and select Attention, which allows you to move the order back to In progress status, meaning it is in the order basket and not yet sent, or to Sent status, for which a related delivery note will be generated to help you manage the delivery.
Select Supplier orders> Track orders.
Click the Status filter on the left side of the screen.
Check the Error status and uncheck the other statuses to see only the orders in error in the list.
Select the order in error to move it back to the order basket.
Click the red button with the Attention! sign.
Two options are possible:
You can then move the order to In progress status: this will place your order in the ongoing order baskets available on the Supplier orders screen. You will then need to resend the order basket to the supplier.
You can also move it to Sent status: a delivery note will then be generated on the Deliveries screen.
If you choose this option, it means you have communicated the order to the supplier by another means (outside the Easilys platform), for example by phone or by manual email. Easilys should therefore consider it as "Sent" and await its delivery.
Once your order is again In progress, remember to check the email address or fax number on the supplier's record, then try sending again. If the problem persists, do not hesitate to contact us.
Use the employee dashboard to manage your team
Start from: The Workforce module.
Select Workforce > Workforce 2.0 from the main menu.
In the employee dashboard, you will see a grid with seven default columns, which correspond to:
Employee ID: The number assigned to the employee as an identifier in the system.
Employee: First and last names of the employee.
Business unit: The business unit where the employee performs their duties.
Category: The job category assigned to the employee.
Contract: The contract assigned to the employee.
Start date: The start date of the employee's contract.
End date: The end date of the employee's contract.
Note: If the employee has an estimated end date, you will see an icon with an e in the End date column. By hovering over the icon, you can see the date.
At the top of the employee dashboard, you will also find counters for Workforce and FTEs, as well as a series of buttons with various tools:
New: This button allows you to add new employees to the workforce. To learn more about adding new employees, seeCreate an employee.
Filter: This function allows you to use a series of criteria to facilitate the search for a particular employee.
Filter by Business Unit: This function allows you to narrow the search for employees to specific business units. To learn more about filtering functions, see Filter employee dashboard.
Assign Business Unit: Opens a panel that allows you to assign or unassign employees to specific business units. To learn more about assigning business units, see Assign business units to employees.
Settings: Allows you to customize the columns in the employee dashboard grid, so you can choose what information to view. To learn more about settings, see Customize the employee dashboard.
Export: This function allows you to export the visible data in the employee dashboard grid, either in .XLS or .CSV format. To learn more about exporting data, see Export employee dashboard information.
Managing non-food product stock
If your environment is configured for multiple languages, the multilingual icon
appears for some fields. For more information on how to use it, see the article
Use Easilys in multilingual mode
.
Start from: The Easilys menu.
You can manage your non-food stock from the “Stock” screen without affecting the calculation of the food cost price.
Simply enter the correct product family for your non-food products. In fact, some product families are linked to specific analytical groups. These analytical groups indicate to Easilys that the linked products should not be included in the calculation of the food cost price.
Thus, ordering, receiving, and issuing these products will have no impact on this calculation. Note: managing product families and analytical groups is reserved for administrators. If you are unsure about the configuration of these elements, contact your administrator or contact us.
TIPS FOR OPTIMAL MANAGEMENT
Attach your dedicated price list for cleaning products to the product family type “CLEANING PRODUCTS”. (For more information on creating a price list, refer to the article Create a price list).
Always create your cleaning products by linking them to a product family type “CLEANING PRODUCTS” so that these products are not included in the calculation of the food cost price. (For more information on creating a product, refer to the article Create a product).
It is not necessary to link your cleaning products to ingredients.
Create a specific storage area to properly organize the stock and prevent cleaning products from mixing with food products in the “Stock status” report or in inventories.
5. If you want to do an inventory only of non-food products, simply create a partial inventory in "Inventory (V2)" and check only the non-food products.
