Categories

• Getting started
  Easilys updates (or Product Flat)Master the use of dashboardsAn overview of Easilys F&BGeneral technical recommendationsReset a user account password
• Profile
  • User profile
    Configure your user account or change your password
  • Site parameters
    Managing recipes as supplier productsSet 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 managerConfigure a site’s informationReset a user account passwordCreate a siteCreate a user account on a siteManage user account profiles
• Home
  Share a video on the home pageShare documents on a site and its child sitesShare information 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 steps
  • Restitution
    Obtain traceability information for a product or recipeRetrieve and analyze traceability data
• Sites
  • Site settings
    Pmp - stock valuationAdd an Easilys site to the site treeManage your global site settings
  • Administration of Tags
    Catalogues tagRecipes tagPackaging sites tagSites tagDefine which tasks should be visible on which sitesHealth and safety task tagLocation tagStock transfer sites tagCreate recipe catalogues and make them available to desired sitesDelete a 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
    Create an equipment recordTransfer equipment from one site to another
  • Equipment items
    Create premises to use them for PMS tasksLink 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
    Add and complete an interventionStatus options for an intervention sheetView projected and actual intervention costs and add final billingAdd a quote to the intervention recordConfigure notifications and the authorized validation limit for quote managementReject or accept a quote submitted on a work orderAdd an intervention report and complete the 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)
  Respond to client tenders via the supplier portalAutomatically enter responses with Smart TenderCompose your own call for tendersConsult, compare and negotiate responses to Calls for tenders
• Products
  • Inventory
    Manage products within Product Administration
  • Purchasable items
    View the list of purchasable itemsEnter purchase commitments for inherited products
  • Products administration v2
    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 units
  • Price Lists
    Apply a price deducted from the recipe cost priceAdd product labelsTracking purchase progress against purchase commitmentsApply a price derived from the recipe's cost price to its finished product version in the price listAdd a pre-order delay on a supplier productManage the yield rates of food resourcesManage cases of promotion, animations, or product substitutionsCreate a copy of an existing product from another supplierManage purchase genericsAttach a product to a purchase genericLink a data sheet to a productUnderstand product billing, ordering, storage and production unitsForce the update of a new product to make it immediately orderableCustomize an inherited productDelete a supplier productDelete a price listWhy doesn't the import of new price list or new products work?Duplicate a price listHow to manage AGRIMER productsCreate a price listAttach a generic ingredient to productsCreate a family of food or non-food ingredientsCreate a productMerge two price listsModify the supplier, product family and/or the validity period of a price listModify the price of productsWhy can't I indicate a quantity with decimals?Understand why it is suddenly not possible to order for the week, month or next yearWhy can't I order my product after it has been created in the price list?Modify product information: units, labels, origins, VAT, etc.
  • Price schedule
    Define mark-ups to apply by periodAttach mark-ups to desired business unitsCreate a new price schedule
  • Item administration
    The concepts of ingredient, industrial product, and supplier product
  • Product Administration
    The concepts of ingredient, industrial product, and supplier product
  • Product families management
    Manage product families
  • Analytical group
    Managing analytical groups
  • Smart Catalogue
    Understand Smart Catalogue rule typesOptimise Smart Catalogue rules using recipe categories and subcategoriesCreate Smart Catalogue rules
  • Suppliers
    Order deadline and cutoff timeLocate supplier files that no longer appear in the listUnderstand reception 'Pending' status for the EDI delivery noteThe referencing periodElements inherited from parent site to child siteDetach a supplier record administered by a parent siteDisplay a clickable confirmation link in the order emailAssociate the "PARENT SITE NAME" supplier on child sitesEnable the ability to send pre-orders to a supplierMethods of sending purchase orders to suppliersDelivery daysManaging tap water in recipesManage the delivery and consumption delay in a smart delivery ruleMerge supplier recordsPre-order functionalityManaging non-food product stockUnderstand all parameters of the supplier formModify an existing supplier recordDelete a supplier recordThe supplier groupAssociate a supplier sheet managed by a parent siteUnderstand why an order remains in 'pending' statusUnderstand why it is suddenly not possible to order for the week, month or next yearCreate a new supplier record
• Recipes
  • Recipe management
    Create, modify or delete a recipe category or subcategoryDuplicate a recipeAdd progression to a recipeCreate, modify or delete a production workshopOptimize Smart Grammage rules using recipe categoriesCreate a specific price list on the parent siteView the margin and cost price of recipesManage recipes as supplier productsManaging recipes as supplier productsReactivate a recipeSimulate a recipe to verify its proper valuationBet on recipe component tags to optimize productionMake recipes mass storableManage the yield rates of food resourcesMass configure recipe files, add elements and/or replace an ingredientWhy doesn't the recipe valuation simulation work?Transfer a recipe from one site to its parent siteDelete a recipeModify a recipeAdd components to a recipeDecline 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
    Create a recipe from the "Recipes" screen
  • Smart Grammage
    Using Smart Grammage
  • Ingredients management
    Create a generic food or non-food ingredient
  • Smart Yield
    Application priority of yield rate according to the definition modeUsing multiple Smart Yield rulesThe benefit of using Smart Yield rules
• Settings
  • Recipes management
    Recipe components tag
• 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
    Create a meal planUnderstanding and using the meal plan frequency tableComplete a meal plan
  • Recommended daily intakes
    Manage recommended nutritional intakes
• Menus
  • Menus
    Using guest orders with production sitesSubstitute recipes in your menusAdd a non-compliant meal to a meal planUsing business metrics on menu templatesAdminister the list of meal items and servicesDisable a menu templateCompleting forecasted and/or actual staffing of a menuManage 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
    Record information with Menu quantitiesEnter forecast, ordered and invoiced quantities
  • Menu quantities v2
    Record information with Menu quantitiesMenu headcounts: technical overview of the screen and its objectives
  • Copy menus
    Use the Copy menus screen
  • 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
    Using the order preparation screenCreate a Smart Delivery ruleUse the order preparation screenBet on recipe component tags to optimize production
  • Supplier Orders
    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 managerOrder to APPROLOCAL from EasilysWhy can't I indicate a quantity with decimals?Merge 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
    Print 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
    Create a product from a receptionPrint a receptionMass printing of multiple exit vouchers or control on receptionManage a goods returnValidate a delivery noteDelete a credit note request in a receptionReplace a product with another in a receptionDelete a receiptDelete a receptionModify a claim or credit request in a delivery noteManage a case of re-delivery of missing productsManage taxes other than VATManage batches and their expiration or use-by datesModify the delivery date on a delivery noteManage non-conformity criteriaMerge 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 supplierEnsuring food cost price is consistentManage credit requests after reception sign-off
  • Invoices
    Reconcile an ITR and a SI to identify potential anomaliesGenerate 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
    Invalidate an invoiceRecording types available in the "Recorded by" filterCancel an invoice by automatically generating a credit noteLink an ITR (Invoice to receive) with an SI (Supplier invoice)Track a credit note invoiceTrack payment status after invoice validation (partially paid / paid)Manually enter an invoice to receive (ITR)Export supplier invoicesManage a disputed invoiceMerge ITR (invoice to receive)Enter an SI (supplier invoice) manuallyBulk approve invoices for payment approvalSupplier invoicesUnlinking an ITR and a SI previously linked by mistakeMass validate invoices in "Ready to pay" statusReconcile an ITR and an SI to point out any potential anomaliesAutomatically generate a SI (Supplier Invoice) upon reception validationCustomise the invoice tableCancel a purchase invoice or credit note
  • Supervision of order dispatch
    Check supplier orders from multiple sites
• Production
  • Production
    Available reports on the production screenBet on recipe component tags to optimize production
  • Production postponement rules
    Create a production shift rule
  • Production Plan
    Manage your production plan
  • Production Management
    Manage stock entries of finished products
• Shipment
  • Shipment settings
    Manage shipment comments across all sitesManage your global site settings
  • Delivery tours
    Manage delivery tours
  • Site Supply
    Managing order deliveryActivate the functionality of finished products
  • Smart packaging
    Create Smart Packaging Rules
  • Packaging and Logistics
    Packaging and Logistics reportsAvailable reports on the Packaging and Logistics screenBet on recipe component tags to optimize production
  • Administration of control dishes
    Create a rule of control dishes
• Stock
  • Stock
    Why do I have old versions of products in stock?
  • Stock (v2)
    Manually add finished products to stockManaging 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 withdrawalFifo - stock valuationSet a minimum stock level for a supplier productEnter or remove products from stock according to different types of packagingFind 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 movementThe reports available on the STOCK screenManage the storage areas from the stock
  • Exit Vouchers
    Manage a free item in the exit voucherPrepare 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
    Set up the transfer of stock between your sitesPerform a stock transfer
  • 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
    Why do I have old versions of products in stock?Complete a generated inventory
  • Inventories v2
    Print inventory analysis reports (Inventories V2)Enter inventory items while offlinePrint a support document for inventory (Inventories V2)Create an inventoryComplete an inventory
• Management
  • Food Cost Price
    View 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
  • Waste Dashboards
    Master the use of waste analysis dashboards
  • Weighings
    Follow automated weighings and/or add manual weighingsAdminister the various information qualifying weighings waste families, waste, locations, stages, and services
• 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