Categories

• Getting started
  Use Easilys in multilingual modeAn overview of Easilys F&BGeneral technical recommendationsEasilys updates (or Product Flat)Master the use of dashboardsReset a user account password
• Profile
  • User profile
    Configure your user account or change your password
  • Site parameters
    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
• Home
  Share information on a site and its child sitesShare a video on the home pageShare documents on a site and its child sites
• Health and safety plan
  • Enter a Task
    Enter a task in the health and safety plan (PMS)
  • Task History
    Track the history of tasks entered in my health and safety plan (PMS)
  • Tasks planned
    Administer tasks of the health and safety plan (PMS)
  • Task Administration
    Delete a taskEdit a task
  • Thresholds
    Administer compliance thresholds for health and safety plan (PMS) tasks
  • Dashboards
    Master the use of dashboards
• Traceability
  • Traceability (Plan mode)
    Track your productions from the Traceability (plan mode) screenCreate a Traceability Plan
  • Traceability
    Track production steps from the Traceability screen
  • Administration of traceability steps
    Access and navigate traceability stepsManage traceability steps
  • Restitution
    Retrieve and analyze traceability data
• Sites
  • Site settings
    Manage your global site settings
  • Administration of Tags
    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
  • Calendars
    Manage different periods or how to make sure that Easilys adapts to the uncertainties of the calendar
  • Currencies
    Manage currency exchange ratesApply a currency according to the currency used by the supplier on purchase orders
• Equipment items
  • Equipment items
    Create premises to use them for PMS tasksCreate an equipment recordTransfer equipment from one site to anotherLink a document to an equipment recordConsult the transfer history of an equipmentAdd a visual to the equipment recordTake stock of equipment available in large quantities like cutlery
  • Suppliers
    Create a supplier record for equipmentLink user accounts to a supplier equipment record
  • Contracts
    Create equipment contractsAttach a document to a contractLink a batch of equipment to a maintenance contract
  • Interventions
    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
  • Preventive
    Create a preventive maintenance formGenerate a maintenance request from a preventive maintenance sheetMass generate intervention requests from preventive maintenance records
  • Renewal Plan
    Using the renewal plan
  • Marketplace
    Using the marketplace
  • Dashboards
    Master the use of dashboards
• Calls for tender
  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
• Calls for tender (Supplier)
  Automatically enter responses with Smart TenderRespond to client tenders via the supplier portalCompose your own call for tendersConsult, compare and negotiate responses to Calls for tenders
• Products
  • Purchasable items
    View the list of purchasable itemsEnter purchase commitments for inherited products
  • Products administration v2
    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
  • Price Lists
    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
  • Price schedule
    Define mark-ups to apply by periodAttach mark-ups to desired business unitsCreate a new price schedule
  • Product families management
    Manage product families
  • Analytical group
    Managing analytical groups
  • Smart Catalogue
    Optimise Smart Catalogue rules using recipe categories and subcategoriesUnderstand Smart Catalogue rule typesCreate Smart Catalogue rules
  • Suppliers
    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
• Recipes
  • Recipe management
    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
  • Recipes
    Managing tap water in recipesView the margin and cost price of recipesCreate a recipe from the "Recipes" screen
  • Smart Grammage
    Optimize Smart Grammage rules using recipe categoriesUsing Smart Grammage
  • Ingredients management
    The concepts of ingredient, industrial product, and supplier productCreate a generic food or non-food ingredient
  • Smart Yield
    Using multiple Smart Yield rulesApplication priority of yield rate according to the definition modeThe benefit of using Smart Yield rules
• Sales
  • POS Data
    Check data from your Point of Sale (POS) system
  • Sales forecast
    Use the “Sales Forecast” screen
  • Dashboards
    Master the use of dashboards
• Nutrition
  • Nutritional Families
    Manage nutritional familiesManage dietary and nutritional constraints
  • Constraints on Nutritional Families
    Manage dietary and nutritional constraints
  • Meal plans
    Administer the list of meal items and servicesCreate a meal planUnderstanding and using the meal plan frequency tableComplete a meal plan
  • Recommended daily intakes
    Manage recommended nutritional intakes
• Menus
  • Menus
    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
  • Smart Selection
    Optimise Smart Selection rules through recipe categories and sub-categoriesSet your purchasing preferences for order preparation, create a Smart Selection rule
  • Menu Templates
    Managing uptake rates on menusCreate a menu template from the menu templates screenSimplify the duplication of menus across multiple sitesDuplicate a menu frame to multiple sites from the Menu Templates screenReactivate a deactivated menu template
  • Menu quantities
    Complete the projected and/or actual forecasting of a menuRecord information with Menu quantitiesEnter forecast, ordered and invoiced quantitiesMenu headcounts: technical overview of the screen and its objectives
  • Copy menus
    Use the Copy menus screen
  • Smart specifications
    Manage custom rules for menu planning
  • Menu pre-design
    Manage menu plans for menu pre-design
  • Dashboards
    Master the use of dashboards
• Guest Orders
  • Guest Orders
    Place an order as guest from a child production site
  • Guest orders administration
    Make menus visible as guest orders for consumer or delivery sites
  • Guest orders summary
    View and print Guest Orders for delivery sitesManage guest orders
  • Consolidated allergen management
    Manage allergen information for guest orders
• Supplier Orders
  • Order Preparation
    Create a Smart Delivery ruleUse the order preparation screenBet on recipe component tags to optimize production
  • Supplier Orders
    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
  • Track orders
    Bulk change a list of supplier orders to ‘manually sent’ statusPrint multiple ordersTrack the status of your ordersManaging an order with "error" statusDuplicate an orderUnderstand why an order remains in 'pending' statusPrint a purchase orderCreate, modify and delete order models
  • Receptions
    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
  • Control on reception
    Use the RECEPTION CONTROL screen to directly control the receipt of goods
  • Claims
    Print and/or send a claim and/or credit note request to the supplierManaging claims after receipt validationValidate claims (with or without related credit note request)
  • Credit note requests
    Print and/or send a claim and/or credit note request to the supplierManage credit requests after reception sign-off
  • Invoices
    Generate an invoice without receiptEnter an invoiceMerge invoicesCancel an invoice "In progress" or "To be received"Reopen an invoice in Approval for payment status
  • Supplier Invoices
    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
  • Smart Delivery
    Manage the delivery and consumption delay in a smart delivery ruleCreate a Smart Delivery rule
  • Supervision of order dispatch
    Check supplier orders from multiple sites
  • Dashboards
    Master the use of dashboards
• Production
  • Production
    Available reports on the production screenBet on recipe component tags to optimize production
  • Production postponement rules
    Create, modify, delete production shift rules
  • Production Plan
    Manage your production plan
  • Production Management
    Manage stock entries of finished products
• Shipment
  • Shipment settings
    Manage shipment comments across all sites
  • Delivery tours
    Manage delivery tours
  • Site Supply
    Managing order delivery
  • Smart packaging
    Create Smart Packaging Rules
  • Packaging and Logistics
    Packaging and Logistics reportsBet on recipe component tags to optimize production
  • Administration of control dishes
    Create a rule of control dishes
• Stock
  • Stock (v2)
    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
  • Exit Vouchers
    Prepare and validate an exit voucher
  • Stock removal
    Bet on recipe component tags to optimize productionUse Easilys assistance to make your stock removals for the day in one click
  • Stock Transfer
    Perform a stock transferSet up the transfer of stock between your sites
  • Known Losses and Markdowns
    View known losses and markdowns by time periodManually record known losses and markdownsUse the loss recording reportManage the reasons for known losses and markdownsCreate and manage models of known losses and markdowns
  • Inventories
    Complete a generated inventory
  • Inventories v2
    Why do I have old versions of products in stock?Managing non-food product stockPrint inventory analysis reports (Inventories V2)Enter inventory items while offlinePrint a support document for inventory (Inventories V2)Create an inventoryComplete an inventory
  • Dashboards
    Master the use of dashboards
• Management
  • Food Cost Price
    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
  • Service Counts
    Managing additional and/or exceptional costsEnter actual service counts in the tracking tableModify the "PR" and/or "PV" of services for a new yearDelete a row in the service counts tracking table
  • Shrinkage
    Manage shrinkage in the inventory
  • Dashboards
    Master the use of dashboards
• Waste Analysis
  • Dashboards
    Master the use of dashboards
  • Weighings
    Administer the various information qualifying weighings waste families, waste, locations, stages, and servicesFollow automated weighings and/or add manual weighings
• Tools
  • Configuration
    Set up the interface between Easilys and ARDGenerate an Easilys API Token for IntegrationsSet up the interface between Easilys and TURBOSELFSet up the interface between Easilys and ORCADIAConfigure password reset mode
  • Tasks
    Using the tasks screenUsing the "Task" tagAvoid display problems with special characters in Excel
  • Imports/exports
    Understanding the features of the Imports/Exports screen
  • Interfaces
    Export purchase data to Ma CantineSet up the interface between Easilys and OptimarchéSet up the interface between Easilys and AgrilocalSet up the interface between Easilys and ALISE/ARC-EN-SELF
  • Devices
    Print sanitary labelsRegister a device for label printing