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For external systems — a property, which determines the belonging of the goods to external integration systems (VETIS, EGAISUSAIS, etc.). The default value is Not defined. This option is only used in Russia.
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If StoreHouse is supposed to work in conjunction with r_keeper, then the places of sale must be unloaded from r_keeper and the connection between the place of sale location imported from r_keeper and the department must be indicated on the Write-off tab for the sake of a correct write-off. |
In the Exclusions by sale locations field, list all links of places of sale and departments for organizing write-offs.
For example: one Coffee Americano menu item can be sold in the bar on the 1st floor of restaurant 1 and in the bar on the 2nd floor of restaurant 1, as well as in the bar of restaurant 2.
To organize the correct write-off, it is necessary to specify all the conditions for writing off the goods from certain departments, depending on these goods place of sale location.
To add a new department exclusion entry:
- Click in the table value area in the Exceptions by sale locations field
- Press the Insert or ↓ key. You can also use the Add line context menu item or the Add line item of the Edit main menu item
- In the Sale location column, select a value from the Places of sale dictionary
- In the Departments column, select the warehouse from the Departments dictionary, from which the goods will be written off when they are sold at the specified place of sale location
- If needed, repeat the above steps as many times as necessary
- Save the document by the Save document item of the main menu Document item or the
button on the toolbar.
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Default routes — in this field, you should specify the type of document for filing the goods by default and the counterparty that supplies these goods.
Document type — select the document type for registering the receipt — receipt note (r/n), internal transfer (i/t), complactation (s/c).
Counterparty — in this field, specify the supplier of the goods. This can be either an external supplier — for receipt notes — or in-house departments — for complectations and internal transfers.
In the example, the Cheesecake is being prepared by the Confectionary Shop. Complectation is the production document. Therefore, s/c is selected as a document type and Confectionery Shop — as a counterparty.
Next, it is necessary to describe the method of transferring the prepared desserts to the sale locations.
“Exceptions
Exceptions by departments” – departments — in this part of the window, you can fill in the differences according to the method of receipt of goods, depending on the departments.
If you want to separate two processes (— production and movement ), — then you need to create exceptions in the routes exceptions.
Separation of processes may be required when the production unit department collects all requests and organizes a common production document. And then, using different documents, he it moves the prepared goods to specific divisions .
In the example, the Main Warehouse Restaurant1 and Main Warehouse Restaurant2 departments receive "Cheesecake" via an internal transfer document from the Confectionery department.
If the production of desserts takes place under desserts are produced according to a specific request, then the “Exceptions by divisions” can be omitted. And just you can only fill in the "Write-off" tab omitting the Exceptions by departments area.
With these settings, the production operation and the transfer operation will be contained in the same picking Complectation document.
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If the internal transfer is specified in the Default route, then it is MANDATORY to create an Exception for the department for the department from which the transfer will take place. |
Coffee grains for all departments come from the Warehouse. For the correct work, “Default route” specifies the method of obtaining the VP (internal movement), then for the unit from which the movement will take place, it is MANDATORY to create an “Exception for the unit”.Goods "Coffee grain" for all divisions comes from the "Main Warehouse". For correct handling of this situation for the "Main warehouse" it is necessary to create an exception for the Warehouse that specifies the rule how the "Main warehouse" should receive this product for its according to which these goods are accepted to the Warehouse balance.
“Exceptions by places of sale” - Exceptions by sale locations — the method of posting placing the goods may depend not only on the unitdepartment, but also on the place of sale location.
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The Exceptions by sale locations setting has primacy over the Exceptions by departments setting. |
The Exception by sale locations The "Exclusions by Sales Locations" setting takes precedence over the "Exclusions by Departments" setting.
"Exclusion by places of sale" is filled in for the one selected in the upper part " Exceptions by division"departments field.
The work principle of operation of the "Exclusions by places of sale" the Exception by sale locations is the same as that of the " Exceptions by divisions"departments. If there are conditions for the places of sale locations, then they must be filled.From the example, for applications from the "Main warehouse Restaurant1" subdivision, dessert is credited with the document "vp" from the warehouse "Confectionery shop", but if the place of sale "Bar1 floor P1" is indicated in the application, then the dessert will go to the "Main warehouse Restaurant1" using the document "k" from the "Kitchen Restaurant1" subdivision
Filling in Exceptions on the "Routes" tab
To create a new entry:Click the mouse in the value area of the table selected for filling;
Press the [Insert] or [↓]
Filling in Exceptions on the Routes tab
To create a new exception:
- Click in the table value area in the table to be filled in
- Press the Insert or ↓ key. You can also use the Add
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- line context menu item or the
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- Add line item of
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- the Edit main menu item
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- Fill in the table cells
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- by selecting the values
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- from the opening dictionaries
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- If
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- needed, repeat the above steps as many times as necessary
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- Save the document
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- by the Save document item of the main menu
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- Document item or the
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- button on the toolbar
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Departmental Exceptions The Exceptions by departments area
Department - Specify — specify the department that will receive the goods. Select a value from the Dictionary DictionaryDepartments dictionary.
Document Doc type - — define the document type of document with which the goods will be credited to placed at the department. Select one of the invoice delivery notes options: Incoming invoice (MonReceipt note (r/n), Internal transfer (vpi/t), Completion Complectation (ks/c).
Contractor - Counterparty — define the supplier of goods for the route. Select a value from the "Correspondents" dictionary for "mon" r/n documents and from the "Subdivisions" Departments dictionary for "vp" and "k" i/t and s/c documents.
Enterprise - — this field will be filled in automatically based on the department's properties.
Area "The Exceptions by places of sale location area
Sale location — "
Place of sale - define the place of sale location, which will change the counterparty and the way the goods and the counterparty are received for the selected division department in the " Exceptions by divisions" departments area. Select the value from the Sale locations dictionary "Places of sale".
Document Doc type - — define the document type of document with which the goods will be credited to placed at the subdivision department for the place of sale location. Select Select one of the invoice delivery notes options: Invoice (monReceipt note (r/n), Internal transfer (vpi/t), Completion Complectation (ks/c).
Contractor - define Counterparty — define the supplier of goods for the route. Select a value from the "Correspondents" dictionary for "mon" r/n documents and from the "Subdivisions" Departments dictionary for "vp" and "k" i/t and s/c documents.
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Filling in the |
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Routes |
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tab is available through group operations for the selected goods group |
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Manufacturers/Importers
- This tab is filled only for the
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- Alcoholic
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- beverages.
- This
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- goods property should be filled in for alcoholic beverages, and if organizations operate in the territory of the Russian Federation and have a license for the retail sale of alcoholic products.
Margin
On the Margin
When working with EGAIS, this product property can be filled in automatically when creating invoices through EGAIS.
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Click in the value area of the table;
Press the [Insert] or [↓] key. You can also use the Add line context menu item or the Add line item of the main Edit menu item;
Click in an empty cell in the KPP column. Click on the button and select the value of the checkpoint from the opened
walking window. The list displays only correspondents with the characteristics "Producer" or "Importer" of alcoholic products.
If necessary, repeat the above steps as many times as necessary;
Save the document (the main menu item "Document" - "Save document" or the button on the toolbar).
After selecting a checkpoint, the Name and Checkpoint Name fields automatically indicate the name of the manufacturer/importer for this product.
In the "Default" field a flag is set for one of the manufacturers/importers, which will be specified for this product by the manufacturer/importer by default when creating incoming documents. When filling in the list of manufacturers/importers, the flag "Default" is set for the first added correspondent. If necessary, the flag can be rearranged.
When creating an incoming document (receipt invoice, surplus of the collation sheet) for this product on the "Goods" tab in the "Checkpoint" column, the manufacturer specified in the product card "by default" will be automatically set. It can be changed manually to a gearbox of another manufacturer from the list of manufacturers of this product.Stock
On the "Stock" tab, you can define the maximum and minimum stock of goods by a department. This will allow you to control the deviation of the calculated balance from the specified maximum and minimum values in the balance statement of residues and the quantitative balance statement of residues. Each division department can have its own specified minimum and maximum inventorystock of goods.
You can also define stock margin default values. Then these settings will be applied to all departments that are not listed in the "Exception"Exceptions field.
The stock margin quantity is specified in the goods base unit of measure of the itemmeasurement. Any field can be left blank, then control on this value will not be performed.
To create a new entry in the exceptionexceptions:
- Click
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- in the table value area
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- in the table to be filled in
- Press the
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- Insert
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- or
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- ↓
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- key. You can also use the Add
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- line context menu item or the
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- Add line item of
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- the Edit main menu item
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- Fill in the table cells
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- by selecting the values
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- from the opening dictionaries
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- If
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- needed, repeat the above steps as many times as necessary
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- Save the document by the Save document
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- item of the main menu
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- Document item or the
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- button on the toolbar
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Departmental The Exceptions by divisions area
Subdivision – Divisions — define the subdivision department for which you want to control the minimum and maximum inventorymargins. Select a value from the Subdivisions Departments dictionary.
Min. stock margin and max. margin - — fill in the value in base units of measurement.
If it is necessary to limit the maximum stock in margin for a subdivision department or to control the presence of goods only in specific subdivisionsdepartments, then in the fields you can set the 0 value in the Min. stock margin and maxMax. the margin can be set to 0fields, including in the default values. On Fig. an example of filling out a product card is given, when the control of residues
In the example on the figure below, the margin control is carried out at two divisions, and there should be no residues for the remaining divisions.margins at other departments.
Allergens
On the Allergens tab, you can define a list ( list ) of allergens in the productgoods. This will provide a list of allergens in the dish in which the products goods are used.
To create a new entry:
- Click in the table value area
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- in the table to be filled in
- Press the Insert or ↓ key. You can also use the Add
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- line context menu item or the Add
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- line item of
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- the Edit main menu item
- Select
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- a required value from the drop-down list
- If
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- needed, repeat the above steps as many times as
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- necessary
- Save the document by the Save document
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- item of the main menu Document item
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- or the
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- button on the toolbar.