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To ensure items are set up in Decision Logic from procurement to plate, follow this work-flow workflow with links to user guides on each step.
Supply Chain Maintenance
Start by creating your Cost of Goods or other direct and indirect operating accounts via PPC Maintenance#AccountsMaintenance - Accounts.
Create all Vendors you wish to track purchases for via PPC Maintenance#CreateVendorMaintenance.
Complete COGS Maintenance set up for all accounts that should report to the Cost of Goods Sold report.
Create Distributors via Distributors Maintenance for all inventoried purchases purchases.
Ensure each Distributor has a PPC Vendor assigned to.
Assign stores to each Distributor Distributor.
Create Ingredient(s) via Ingredient Management for all inventoried items items.
Prepped batches should not be created as an ingredient but instead should be created as a Prepped Items recipe and added to Inventory Sets Maintenance.
For a bulk import of items, you may request an Ingredient Import template using the Customer Support Portal and send it back to us for completion.
Add Ingredients to Inventory Sets.
Stores should sort the item items into their specific location using the Inventory Guide Set Up.
Additional locations can be added under Inventory Location Maintenance.
Create Bid File (s)Files
Ensure the Distributor exists
Add or Map Items
For inventoried items, ensure all bid file items are mapped to an Ingredient with Inv MX and Rec MX Defined.
For non-inventoried purchases define purchases, define the Account at the bid file level. Ingredient mapping is not required for non-inventoried items.
For Bulk Item Import
Request a Bid File Import template from our Helpdesk by using the Customer Support Portal and send it back to us for completion.
Add Bid File item(s) to Order Guide.
Additional locations can be added under Maintenance > Order Guide locations.
Assign Stores to the Order Guide.
Create Prepped Items for Prepped Recipes Recipes.
Create Menu Item Recipe.
Ensure Menu Item Exists with POS ID and Price on Menu Set in Menu Maintenance.
Check with IT or POS Support if if you are unsure where to get this information information.
Template for Information Gathering on Each Step
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Take our Supply Chain Quiz to test your Decision Logic knowledge:
Table of Contents
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For additional questions or assistance, please submit a support ticket by visiting the Decision Logic |
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All training videos are located in |