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To ensure items are set up in Decision Logic from procurement to plate follow this work-flow with links to user guides on each step.
Start by creating your Cost of Goods or other direct and indirect operating accounts via PPC Maintenance#Accounts
Create all Vendors you wish to track purchases for via PPC Maintenance#CreateVendor
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
Ensure each Distributor has a PPC Vendor assigned to
Assign stores to each Distributor
Create Ingredient(s) via Ingredient Management for all inventoried 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 back to us for completion
Add Ingredients to Inventory Sets
Stores should sort the item into their specific location using Inventory Guide Set Up
Additional locations can be added under Inventory Location Maintenance
Create Bid File (s)
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 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 back to us for completion
Create Order Guides
Add Bid File item(s) to Order Guide
Additional locations can be added under Maintenance > Order Guide locations
Assign Stores to Order Guide
Create Recipes
Create Prepped Items for Prepped Recipes
Create Menu Item Recipe
Menu Maintenance
Ensure Menu Item Exists with POS ID and Price on Menu Set in Menu Maintenance
Check with IT or POS Support if you are unsure where to get this information
Template for Information Gathering on Each Step
Take our Supply Chain Quiz to test your Decision Logic knowledge:
Supply Chain Quiz
For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Help Center.
All training videos are located in the Decision Logic Video Vault