New Store Onboarding
New stores can be added at any time to an existing Decision Logic website and will use any of the existing configurations and data sets.
Follow the steps below for onboarding a new store.
Company Hierarchy
- Ensure the Area this store belongs to exists in Company Hierarchy
- Create a new Area or Group as needed.
Users and Profiles
Create Users in Profile Maintenance Profile Maintenance
Create Profiles and Assign Pages with Scope and Permissions
Create Managers using the Managers page, for access to the End of Day entries.
Stores Maintenance
- Create the store(s) in Decision Logic in Stores Maintenance
Supply Chain Maintenance
Complete Supply Chain Maintenance Workflow to ensure the required sets below are available for store on-boarding.
POS Admin
Required for all Sales and Labor reporting
Assign Store(s) to existing POS Admin
Menu Maintenance > Menu Set
Required for P-MIX / Menu Item reporting
Assign Store(s) to Menu Set Menu Maintenance
Create a new menu set if the new store does not have the same menu item IDs as the existing locations.
Add any unique menu items via Menu Maintenance Upload
PPC Vendor Maintenance
Required
PPC Maintenance > Assign Store(s) to existing Vendors
Create new fields if needed for the new locations via PPC Maintenance
Distributors Maintenance
Required
Distributors Maintenance > Assign Store(s) to existing Distributors
For adding to Integrations see Electronic Distributor Integrations#StagingDecisionLogicforElectronicDistributorIntegration
If a new Integration is needed please submit an integration request via Customer Support Portal
New Integrations should be requested from your Distributors 4-6 weeks prior to new store on-boarding.
Create new manual Distributors, Bid Files and Order Guides as needed
Order Guides
Required
- Ensure all order guide locations exist Manage Order Guide Locations
Assign stores to an existing Order Guide
Create new Order Guides as needed.
Inventory Set
Required
- Ensure all Inventory guide Locations exist Inventory Guide Location Maintenance
Inventory Sets > Assign store to Inventory Set or Sets
Decision Logic Workforce
Budget Maintenance
Assign Store via Budget Report Maintenance
Enter Budget or Download Template and submit a ticket to our Decision Logic Help Center for upload
Table of Contents
For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Help Center.
All training videos are located in the /wiki/spaces/CKB/pages/1121779733
Additional Features
Assign the new location to any additional sets based on the feature
- KDS - If you currently use the Ticket Time Ranking report or other KDS reports in Decision Logic, add the new store to the Assign Stores tab of the KDS Maintenance page.
Roll Out Check List:
Administrators:
- Ensure your bid files and order guides for the staging store are current
- Ensure inventory guides for the staging store contain all the necessary items
- Reconcile sales for a week at the staging store to ensure mappings are correct
- Develop processes behind the following features:
- /wiki/spaces/DCKBA/pages/600866823
- Define which pieces of information will the managers enter into DL
- Labor Scheduling
- What types of schedules and roles need to be defined? See Labor Scheduling Maintenance
- Will labor templates be enforced? See Labor Templates Maintenance
- What are the features of the Ordering Home page (overview)?
- Which distributors will store(s) place orders directly from the Decision Logic platform?
- When are the order cutoff times?
- Understand the process for the following by distributor type:
- Invoices
- Which non-food vendors will the store enter invoices for in DL?
- Inventory Home - V5
- When is inventory due?
- Will managers make their own edits or need to submit Inventory Change Requests and get Inventory Change Request Approval - V5?
- Who in your organization will manage Inventory Change Request Approval - V5 ?
- Process Payroll - V5
- When is payroll to be run?
- What information needs to be included?
- /wiki/spaces/DCKBA/pages/600866823
- Brief the management team on expectations that they will perform all the required tasks to create schedules
- Ensure that the management team has attended training or will be trained by someone who has attended training
- Provide User Access and Links to Relevant Knowledge Base Articles and training videos
- Developing a Store Level Operations manual with your unique workflow can help managers be successful
- Provide user names and passwords with your staff
- Share your mydlweb.com/sitename URL with your staff
- Share contacts for internal support in your organization with your staff. Below are a few suggestions for contacts to define in your organization:
- Operations support
- Site maintenance support
- Training support
- POS support
- Payroll support
- Accounting support
Begin Store Operations Rollout
Introduction:
- Introduce the website and mobile applications
- Ensure all users can log in
Step 1: Sales & Labor
Sales
Train store managers how you would like them to use /wiki/spaces/DCKBA/pages/600866823 and how to read the Daily Sales Report DSR. Doing this will ensure all stores are accountable for sales and labor, and that POS data is accurate.
- Validate daily POS Sales & Labor
- Entering Deposits
- Balancing Cash Accountability
- Calculating Cash O/S
Labor Scheduling
- Will they be using Employee Onboarding integration to add employees, if not proceed to step
- Populate Employee Roster
- Set Employee Availability
- Invite hourly employees to use Employee Central mobile application
- Managers begin Employee Scheduling
- Review Labor Scheduled vs. Actual Reporting
Payroll
- It is recommended that store managers validate Payroll weekly
Step 2: Ordering & Receiving
Enter Purchases see What are the features of the Ordering Home page (overview)?. Receiving purchases these 3 ways prior to 1st Inventory will ensure Decision Logic knows what to calculate your 1st inventory at based on the purchases you receive. (See Market Value vs FIFO for differences in how Inventory $ can be calculated)
- Enter How do I manually receive orders?
- Prior to 1st inventory Enter Manual Receive > From Order Guide + Create Invoice for all your current on-hand quantities. You are “receiving” your current on-hand inventory into the system at the Bid File pricing when you do this.
- Receive E-invoices using How do I receive electronically placed orders with ‘Exceptions’ & what does that mean?
- For electronic distributors follow the steps for Manual Receive to Receive from E-Invoice all Electronic invoices the week prior to 1st inventory
- Invoices Entry for Non-Inventoried Purchases & Other Restaurant Costs
- Enter Non-Inventoried Purchases via Invoice Entry. This data can be used to supplement your custom-built Budget Report. Non-Inventoried Purchases received from Electronic or Manual Order Guides will appear on TvA Reporting. They will not report to the Cost of Goods Sold.
- Enter Inventory via Inventory Home - V5 or Manager's Toolbox (MT) - Inventory
Step 4: Repeat operations
Additional features can be rolled out after 6 weeks of usage: