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.
Tips on defining your on-boarding process
Receiving prior to the 1st inventory, you should receive 1 of each inventory item via Manual Receive for Manual Distributors or Exception Based Receiving (EBR)#ManualReceivebyE-Invoice for Electronic Distributors. This is so that Decision Logic will know what price to calculate the 1st inventory entry for each item. If you do not have invoices prior to new store onboarding create a generic Manual Receive for each item.
For a successful roll-out, it is important that the store is as close to ready as possible to avoid unnecessary disruptions for your project team who will be learning a new system in addition to their existing duties. Completing this list will greatly increase the odds of a successful staging location from the beginning and provide a starting point for fine-tuning.
Roll Out Check List:
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
It is recommended that store managers validate Payroll weekly
Step 2: Ordering & Receiving
Enter Purchases see Ordering Home. 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)
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.
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.