Catalogues tag
Use "Catalogues" tags to organize how Smart Catalogue rules apply according to each site. This tag type allows you to define which Smart Catalogue rules should apply for each site.…
Easilys
Categories
- Configure 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 product labelsModify product information: units, labels, origins, VAT, etc.Add a pre-order delay on a supplier productManage products within Product AdministrationManage 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
- Add 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 timeDelivery 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 recordThe supplier groupAssociate a supplier sheet managed by a parent siteUnderstand why an order remains in 'pending' statusCreate a new supplier record
- Recipe components tagAdd progression 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
- Complete 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 templateDeactivate 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
- Find 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 delivery 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 receive (ITR)Export supplier invoicesManage a disputed invoiceEnter an SI (supplier invoice) manuallyUnlinking an ITR and a SI previously linked by mistakeSupplier invoicesMass validate invoices in "Ready to pay" statusReconcile an ITR and an SI to identify potential anomaliesCustomise the invoice tableAutomatically generate a SI (Supplier Invoice) upon reception validationCancel a purchase invoice or credit note
- 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 the known losses and markdowns responsible for a stock withdrawalIdentify 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 the details of stock movements made using "Stock"View 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
Administration of Tags
15 articlesManage and assign tags for organizing sites and locations
Recipes tag
As a restaurant manager, you want to use the “Recipes” tag to limit the visibility of certain recipes on specific sites. This guide walks you through the process.
Sites tag
As a restaurant manager, you want your sites not all to be subject to the same validation (workflow) rules. This guide walks you through the process.
Define which tasks should be visible on which sites
Define which tasks should be visible on which sites to streamline task management across multiple sites. To tell Easilys which tasks should be visible or not on a particular site,…
Health and safety task tag
Use the "Health and safety task" or "PMS Task" tag so that each site only sees the PMS tasks that concern it. This guide accompanies you through this process.
Location tag
Use the "Location" tag to identify sites that have the same location so that the same calendars are applied.
Create recipe catalogues and make them available to desired sites
You can use recipe catalogues to ensure that certain recipes are only visible on certain child sites. To do this, it is necessary to define recipe tags, apply them to…
Delete a tag
As a restaurant manager, you want to delete a tag to maintain an efficient tagging system. This guide will walk you through the process.
Packaging sites tag
Use the "Packaging sites" tag when packaging rules are not the same across all sites: this way, appropriate rules allow for variation across each of your sites.
Stock transfer sites tag
Use the "Stock transfer sites" tag to indicate which sites have the right to transfer stock items to each other. To learn more about tags, refer to the article What is…
Using the "Task" tag
As an administrator, you want to use the "Task" tag to limit the visibility of tasks to only the business units that should be able to launch them. This guide…
Modify a tag
As an administrator, I want to modify the label or color of a tag to improve its relevance or understanding. This guide will assist you in this process.
Bet on recipe component tags to optimize production
Recipe component tags can be very useful in your order preparation and production processes they tell the Easilys tool whether certain items bearing a specific tag should be taken into…
What is a tag and what is it for?
As a restaurant manager, you need to understand what a tag is and what it's used for, to improve categorisation and information retrieval.
Create a tag
As a restaurant manager, you'd like to create tags to make Easilys work the way you do for example, to indicate which sites can sell stock to each other, or…
