Set up the claim validation workflow for a manager
Easilys allows you to set up a system for a manager to validate claims and/or credit note requests. The manager can then check that claims are legitimate before they are…
Easilys
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- Set up the claim validation workflow for a managerManage accounting periodsConfigure validation rules for maintenance requestsConfigure a site's informationPmp - stock valuationAdd an Easilys site to the site treeManage recipes as finished products to store them and/or make them orderable and deliverable (lab flow)Set up day plannersInvoice supplier orders to an alternative siteSet up the interface between Easilys and OptimarchéMake recipes storable by defaultUnderstand why the recorded staff numbers automatically revert to 0Configure a site's health stampManage virtual trees and virtual sitesSet up a workflow for order validation by a managerView stock excluding tax or including taxReset a user account passwordCreate a siteCreate a user account on a siteManage Easilys user account profiles
- Catalogues tagRecipes tagSites tagDefine which tasks should be visible on which sitesHealth and safety task tagLocation tagCreate recipe catalogues and make them available to desired sitesDelete a tagPackaging sites tagStock transfer sites tagUsing the "Task" tagModify a tagBet on recipe component tags to optimize productionWhat is a tag and what is it for?Create a tag
- Validate or refuse maintenance intervention requestsConfigure notifications and the authorized validation limit for quote managementReject or accept a quote submitted on a work orderStatus options for an intervention sheetView projected and actual intervention costs and add final billingAdd a quote to the intervention recordAdd and complete an interventionGenerate an intervention record
- Add supplier responses to the call for tenderAccept or reject proposals and validate a call for tendersCreate your call for tendersManually enter responses in the Supplier PortalSubmit tender responses and view client decisionsCompose your own call for tendersConsult, compare and negotiate responses to Calls for tenders
- Add a logo to your labelsManage allergens for products in recipesAdd product labelsModify product information: units, labels, origins, VAT, etc.Add a pre-order delay on a supplier productManage products within Product Administration V2Manage the yield rates of food resourcesUnderstand product billing, ordering, storage and production unitsLink a data sheet to a productThe concepts of ingredient, industrial product, and supplier product
- Generate purchase progress reports (Purchasable items and Price lists)Manage allergens for products in recipesAdd product labelsTracking purchase progress against purchase commitmentsUnderstand why it is suddenly not possible to order for the week, month or next yearWhy can't I indicate a quantity with decimals?Why can't I order my product after it has been created in the price list?Modify product information: units, labels, origins, VAT, etc.Managing non-food product stockCreate a specific price list on the parent siteApply a price to finished products from the price listAdd a pre-order delay on a supplier productManage the yield rates of food resourcesManage cases of promotion, animations, or product substitutionsDuplicate a price listWhy doesn't the import of new price list or new products work?Delete a price listCreate a copy of an existing product from another supplierDelete a supplier productCustomize an inherited productForce the update of a new product to make it immediately orderableUnderstand product billing, ordering, storage and production unitsLink a data sheet to a productThe concepts of ingredient, industrial product, and supplier productAttach a product to a purchase genericManage purchase genericsCreate a price listHow to manage AGRIMER productsCreate a productCreate a family of food or non-food ingredientsAttach a generic ingredient to productsModify the price of productsModify the supplier, product family and/or the validity period of a price listMerge two price lists
- Detach a supplier record administered by a parent siteThe referencing periodUnderstand reception 'Pending' status for the EDI delivery noteOrder deadline and cutoff timeSet delivery daysManage the delivery and consumption delay in a smart delivery ruleUnderstand why it is suddenly not possible to order for the week, month or next yearUnderstand all parameters of the supplier formElements inherited from parent site to child siteLocate supplier files that no longer appear in the listEnable the ability to send pre-orders to a supplierAssociate the "PARENT SITE NAME" supplier on child sitesDisplay a clickable confirmation link in the order emailMethods of sending purchase orders to suppliersMerge supplier recordsPre-order functionalityDelete a supplier recordModify an existing supplier recordCreate a supplier groupAssociate a supplier sheet managed by a parent siteUnderstand why an order remains in 'pending' statusCreate a new supplier record
- Print or value multiple recipes at onceManage allergens for products in recipesRecipe components tagAdd progress to a recipeDuplicate a recipeOptimize Smart Grammage rules using recipe categoriesCreate, modify or delete a recipe category or subcategoryCreate, modify or delete a production workshopManaging tap water in recipesCreate a specific price list on the parent siteManage recipes as finished products to store them and/or make them orderable and deliverable (lab flow)Reactivate a recipeSimulate a recipe to verify its proper valuationManage the yield rates of food resourcesMake recipes mass storableBet on recipe component tags to optimize productionAdd components to a recipeModify a recipeDelete a recipeTransfer a recipe from one site to its parent siteWhy doesn't the recipe valuation simulation work?Mass configure recipe files, add elements and/or replace an ingredientDecline a recipe to have different versions compatible with different segments, textures, andor specific dietsCreate a recipeUnderstand the purpose of the different tabs in a recipe card
- Publish your menus to the ENTManage allergens for products in recipesComplete the projected and/or actual forecasting of a menuUsing guest orders with production sitesAdd a non-compliant meal to a meal planAdminister the list of meal items and servicesSubstitute recipes in your menusUsing business metrics on menu templatesDisable a menu templateModify the settings of a menu frameManage the sales prices of recipesDuplicate menusCreate a menu
- Order to APPROLOCAL from EasilysUnderstand why it is suddenly not possible to order for the week, month or next yearWhy can't I indicate a quantity with decimals?Cancel a pre-order with a supplierQuickly create a missing supplier product to add to an orderManage bread receptions in schoolsValidate an order as a managerMerge ordersPrint a purchase orderManage an order placed by phone on EasilysCreate, modify and delete order modelsUse the order comparisonDelete or cancel an orderPrepare and send an order
- Why can I not close my inventory?Enable and use filters in ExcelFind a supplier order that isn't visible in the Receptions screenManage a goods returnDelete a credit note request in a receptionManage a free item in the delivery noteManage non-conformity criteriaPrint a receptionCreate a product from a receptionMass printing of multiple exit vouchers or control on receptionValidate a goods received noteReplace a product with another in a receptionDelete a receptionModify a claim or credit request in a delivery noteManage a case of re-delivery of missing productsModify the delivery date on a delivery noteManage batches and their expiration or use-by datesManage taxes other than VATGenerate a delivery note without an orderMerge receptionsManage bread receptions in schoolsRecord a claim and/or credit request related to a receptionReopen a completed receptionAdd a product after sending an order
- Track a credit note invoiceLink an ITR (Invoice to receive) with an SI (Supplier invoice)Invalidate an invoiceTrack payment status after invoice validation (partially paid / paid)Merge ITR (invoice to receive)Cancel an invoice by automatically generating a credit noteRecording types available in the "Recorded by" filterManually enter an invoice to be received (FAR)Export supplier invoicesManage a disputed invoiceEnter a Supplier Invoice (FF) manuallyUnlink a FAR and an FF previously linked by mistakeSupplier invoicesMass validate invoices in "Ready to pay" statusReconcile a FAR and an FF to identify potential anomaliesCustomise the invoice tableAutomatically generate a SI (Supplier Invoice) upon reception validationCancel a purchase invoice or credit note
- Correct negative stockWhy does editing my product not affect the product in stock?Manually add finished products to stockFifo - stock valuationManage the storage areas from the stockWhy do I have old versions of products in stock?Managing non-food product stockManaging additional and/or exceptional costsManaging goods entries in stockCreate your initial stock to startIdentify known losses and markdowns behind a stock movementIdentify the sales responsible for a stock withdrawalManage stock removalsSet a minimum stock level for a supplier productAdd or remove products from stock, based on packaging typeFind a product that doesn't appear in stockObtain a document listing the state of stock at a given dateConsult stock movement detailsView stock excluding tax or including taxCancel an erroneous stock movementReports available on the Stock screen
- Ensuring food cost price is consistentView the food cost price for a day or a periodPrint the consumption sheet to have a summary of the food cost price on paperModify the rule for calculating the food cost price to exclude or partially include certain servicesWhy does the detail of the food cost price by service not appear
- Version Easilys 0.810 - 07/09/2026Easilys Versions 0.795 0.800 0.805_ 25.08.2026Easilys Version 0.790- 15.07.2026Version Easilys 0.785Easilys Version 0.780 - 08.06.2026Version Easilys 0.775Easilys Version 0.770Easilys Version 0.765Easilys Version 0.760Easilys Version 0.755Easilys Version 0.750Easilys Version 0.745Easilys Version 0.740Easilys Version 0.735Easilys - Release Notes 2025Easilys version 0.730
Site parameters
20 articlesManage accounting periods
- Accounting periods
- Site parameters
The Accounting period screen allows you to define accounting periods that are automatically assigned to receptions and invoices when they are validated, helping you to structure your financial monitoring and…
Configure validation rules for maintenance requests
As a manager, you may want to set up an internal validation system for maintenance intervention requests on equipment, in order to avoid unnecessary and/or unprofitable interventions. This article explains…
Configure a site's information
The first step when you start working with Easilys is to complete your site's main information. This will enable you to activate or deactivate certain options, while providing details about…
Pmp - stock valuation
Whatever your role, you may want to understand how Easilys works when the stock valuation method is set to WAP (Weighted Average Price).
Add an Easilys site to the site tree
As a restaurant manager, you need to add a Mapal OS site to the Easilys site tree in order to use the site within the Easilys platform.
Manage recipes as finished products to store them and/or make them orderable and deliverable (lab flow)
As a restaurant manager, you want to understand how to manage your recipes as finished products in order to track their stock. As a laboratory manager, you need to deliver…
Set up day planners
As the manager of a production site whose delivery points use the “Guest orders” functionality, you need to set up the day planners so that the sites place orders with…
Invoice supplier orders to an alternative site
Easilys allows Food Service Managers overseeing multiple sites to centralise supplier invoicing by assigning an alternative site to receive invoices. This configuration redirects the supplier invoice from the ordering site…
Set up the interface between Easilys and Optimarché
as a restaurant manager, you want to set up the interface between Easys and Optimarché to facilitate efficient market analysis and purchasing management. This guide takes you through the process.
Make recipes storable by default
Finished product management can be activated from the site parameters. This is necessary if you want this site to be able to manage the receipt of the recipes it produces,…
Understand why the recorded staff numbers automatically revert to 0
As a restaurant manager, you'd like to know why the recorded staff numbers automatically resets to 0 to resolve workforce management issues. This guide takes you through the process.
Configure a site's health stamp
As a restaurant manager, you're looking to set up a site's health stamp to comply with health regulations and ensure food safety. This guide takes you through the process.
Manage virtual trees and virtual sites
As a restaurant manager, you need to manage virtual trees and virtual sites to organize and oversee various aspects of your operations effectively. This guide takes you through the process.Start…
Set up a workflow for order validation by a manager
As a restaurant manager, you may need to set up an order validation process to maintain control and guarantee the accuracy of your supplier orders. This workflow can apply to…
View stock excluding tax or including tax
as a restaurant manager, you want to view Stock in either tax-exclusive or tax-inclusive prices for better financial management and reporting. This guide takes you through the process.Start from the…
Reset a user account password
as a restaurant manager, you want to reset a user account password to maintain security and provide assistance to team members experiencing account access issues. This guide will guide you…
Create a site
Sites (or business units in Mapal OS) are a great way to manage the individual settings for your different venues or branches within the system. Here, we look at how…
Create a user account on a site
as a restaurant manager, you want to create a user account on a site to facilitate the integration of team members and access to the system. This guide will guide…
Manage Easilys user account profiles
Profiles allow you to manage combinations of permissions and authorised pages. Easilys includes a wide range of features, and the profile system enables you to configure a customised version of…
