The goods card is shown in the figure:
The upper area of the Goods window contains the fields Code, Name, Group, Category and Account. category, the lower area of the "Product" window contains the tabs of the product card: Basic parameters, Units of measurement, Additional. parameters, Write-off, Routes, Manufacturers.
Code — a goods item number, filled in automatically when creating a goods card. This field is sequentially numbered and has only a digital value Code=RID of goods (internal coding)
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button that appears at the end of the line and select the required goods group from the window that opens. The window for selecting a goods group can also be opened by double-clicking on the name of the group in the Group line.
Different types of the mouse cursor icon have different meanings:
Category is a goods property that allows you to apply additional filters in reports. It is a required field.
The list of categories is determined in the Goods categories dictionary.
To assign a сategory to the goods, select the required category from the drop-down list.
Account category or acct. category is a goods property that allows you to apply additional filters in reports and generate different accounting entries based on one business transaction — one document. It is a required field.
The list of accounting categories is determined in the Accounting categories of goods dictionary.
To assign an accounting category to the goods, select the required accounting category from the drop-down list.
Assignment of goods categories can be performed through group operations with goods.
For goods imported from r_keeper, the ategory and Acct. category fields will be filled in automatically.
Filling in the Main parameters tab:
Type — a required field.
Goods can be of three types:
Services — do not participate in the document flow, that is, they are not recorded in goods movement documents but have a sale price and are recorded in accounting documents. Examples of service type goods: a client orders a song, billiards, etc. For goods of the service type, the Routes and Manufacturers tabs are not filled.
Calc. — this type is selected for goods that should to be used in sets — technological cards, but do not require write-off and sale, for example, water.
When choosing the Service and Calc. type, goods options are not displayed on the Main parameters tab. As well as the Set versions, Routes, Manufacturers and Margin tabs.
Goods are tangible assets recorded in the StoreHouse warehouse system.
If goods are used in sets, then the Goods type cannot be changed. |
Goods options include the following flags:
When you set the calculate energy value flag, the Nutritional value per 100 g fields become active.
To be able to calculate the energy value of produced dishes and semi-finished products, the energy value of the ingredients can be specified in the goods cards. Regarding the data specified in the proteins, fats and carbohydrates fields, the energy value of this very product itself and as well as the energy value of dishes (sets) in which this product will be used will be calculated.
The values in the proteins, fats and carbohydrates fields are indicated per 100 g of the product. |
Fill in the proteins, fats and carbohydrates fields with the values in grams. Next, the system will calculate the energy value of the product per 100g based on the following formula:
Energy (in Kcal) = 4x (Proteins and carbohydrates mass in grams) + 9 x mass of fat in grams.
When setting the calculate energy value flag, because data must be entered per 100gr. |
To calculate the energy value of alcoholic products, an extended formula is used. The % content of ethanol in alcoholic products is used.
The energy value of alcohol-containing products, expressed in calories, is the sum of the calorie content of nutrients and alcohol.
The formula for calculating Kcal per 100g, taking alcohol into account :
Energy (in Kcal) = 4x (Proteins and carbohydrates mass in grams) + 9 x mass of fat in grams + (% of ethanol/0.96x7)x0.75
Where:
To calculate the energy value for alcoholic products, in the % of ethanol field, enter the corresponding percantage of ethyl alcohol in the product.
The use scales for stock-taking option is used if you intend to use scales when inventorying goods. This flag is set, for example, for weighing open bottles of bar goods. The data from the scales can be entered in the gross column of the delivery notes, which will allow you to calculate the weight of the liquid.
It is not required to connect scales to StoreHouse.
When setting the use scales for stock-taking flag, the G unit of measurement and the Tare column are automatically added on the Units of measurement tab. |
The goods requiring certification flag is set for goods of own production, subject to certification, or purchased goods with an expiration date in hours.
When this flag is set, the Expiration (h) line appears. Here, you should enter the expiration date of this product in hours.
At the time of this writing, this option is not used in the system of reporting and document flow. |
The Produce flag must be set for those goods for which, when registering an expense write-off, an obligatory set is required. I.e. the write-off must occur according to a given set of components, which is determined by the set associated with the goods.
For products imported from r_keeper, this flag is set by default. After creating delivery notes with the goods, you cannot change the Produce flag. If you want to change the value of the flag, you need to either delete all delivery notes where these goods are used, or create new goods with the desired flag value. |
If, when writing off a certain set of r_keeper goods, the sets are not required — for example, Cigarettes — then this flag can be removed through group operations.
If the StoreHouse goods is a dish or a semi-finished product, and you want to organize the production of this product at your own enterprise using a technological card, then, for such goods, you need to make a lonk with a set — a set of ingredients.
To do this, in the Set field, select a set from the Sets dictionary, according to which the ingredients consumption for write-off will be calculated.
On the Main parameters tab, the main set for the goods is determined, which will be used if there are no exceptions for enterprises. On the Set versions tab, you can both select another version for the used set or select another set for a particular enterprise. |
Sets should have already been created in the Sets dictionary. To select a set, click in the Set field and then click on the 
button to open the Sets dictionary, find the required set and double-click to select it.
You can also enter a part of the set name in the Set field and the drop-down list will offer a choice of sets satisfying the specified search conditions. Select the required set with the left mouse button or use the [↑] or [↓] buttons to move the cursor through the list and press the Enter key to select the set.
When adding a link between goods and a set, it is important to ensure that the goods have the same unit of measurement as the yield per unit UOM specified when the set was created. If there is no yield per unit UOM of the set in the list of units of measure of the goods, the system will display the following message: Yield per unit UOM for a linked set is not specified for the goods item.
If the link to the set is set incorrectly, delete it by moving the cursor to the Set field and press the Delete key on the keyboard.
The link between the goods and the set can be specified automatically by creating a set based on the goods, if the sets have not yet been created in the system.
When creating or importing an order, the specified set will be automatically added to the order, unless there are exceptions.
If the StoreHouse database works with several enterprises and the technology for preparing one dish differs depending on the enterprise, then ou can define different set versions or different sets for each enterprise. These settings are made on the Set versions tab.
The base set can be changed even if the goods with this set was used in delivery notes, because information on the use of a particular set with goods is stored in documents.
If the goods are a semi-finished product and are not used directly in invoices, but are used to obtain the ingredients of a semi-finished product in delivery notes, then it will not be possible to change the base set. To change the used semi-finished product set, you can use the Sit versions functionality.
Since Store House products are coded in their own way, the RK Code field has been added to search for products imported from R-Keeper by R-Keeper code. This field is filled in automatically with the value from the "Code" field of the dish card in R-Keeper.
When organizing a product search, this field can be used to filter the search.
Units
Filling in the "Units of measurement" tab.
You can create an unlimited number of units of measure for a product. For example, you buy Baileys liqueur in bottles of 1 liter; 0.5l; 0.7l, etc. There is no need to create different products for all these packages, it is enough to enter the necessary weight, volume, etc. units of measurement in the "Units of measurement" dictionary, set the coefficient of connection between them and add the required list of units of measurement to the product card.
Flags on product card units
For units of measure on the product card, it is possible to specify different properties for units of measure: Basic, Calculation, Reports, Applications, Autodocuments. These properties are automatically set for the first added unit of measure on the product card. In the future, properties can be redefined in different units of measurement.
The “base” unit of measure is a required property of the product card. Without a base unit of measure, it is impossible to save an item.
The "base" unit of measure of an item stores the quantity of the item in the Store House database. Those. upon arrival, movement or consumption of goods in different units of measure, the quantity within the base will be recalculated into the "base" unit of measure, and the balances in the Store House database will be stored in the "base" unit of measure.
Relative to the "base" unit of measurement of goods, coefficients are set for other units of measurement of goods.
The first unit of measure added to the product card will have the "Basic" property
Calculation - this property is set for the unit of measurement of the product card, in which by default this product will be substituted when selecting it from the dictionary in the set. In the future, if necessary, the unit of measurement can be changed in the kit.
Reports - this property is set for the unit of measurement of the product card, in which this product will be displayed in Store House reports.
For example: to work with alcoholic products, the unit of measurement LITER must be present on the product card. But if a specific range of alcohol is accounted for in bottles, then for the convenience of displaying reports, this property can be specified on the “bottle” unit of measure, then reports will be generated in “bottles”.
Orders – this property is set for the unit of measure, which will be substituted by default in the order (created manually or imported).
Autodocuments – this property is set for the unit of measure that will be used to create autodocuments based on requests.
Adding a unit of measure to a product card
To add a new unit of measure:
Click in the value area of the table. Press the [Insert] or [↓] key. You can also use the context menu item Add row or the item "Add
Edit line" of the main menu "Edit";
An empty line will be added;
Position the cursor in the "Unit. rev.» and press the button to call the dictionary "Units of measurement"
Select the unit of measurement you need in the dictionary of units of measurement;
Enter the conversion factor to the base unit of measure. The coefficient will be determined automatically if a new unit of measure is added from the same unit group as the base unit.
If the unit of measure was added by mistake, then to delete the unit of measure, position the cursor on the desired line and press the key combination [Ctrl] + [Del] on the keyboard or use the “Delete line” item of the main menu item “Edit”.
You cannot change an existing unit of measure on an item card. To edit the desired one, add the "correct" unit of measure, reassign all flags to a new unit of measure, delete the "wrong" unit of measure.
Conversion factor
In the "Factor" column, you must specify the conversion factor for the new added unit of measure to the base unit of measure.
This field will be filled in automatically by the system when adding units of measure from one group of units of measure, because the coefficient is set when creating units of measurement in the "Units of measurement" dictionary.
If it is necessary to add a unit of measure from another, relative to the base unit of measure, group of units of measure, then the "Coefficient" field must be filled in manually.
By default, a factor of 1 is set between units of measurement from different groups.
For example, the product "Chicken Egg" can be accounted for in pieces and grams. On the product card, indicate the appropriate units of measurement.
The unit of measure "Piece" is set to the base unit, because in this unit of measurement it is convenient to keep records of this product. It is also classically considered that one "Chicken Egg" of a standard size has a weight of 40g. Since in the example “Piece” is the “base” unit of measurement, the coefficients for all other units of measurement must be set relative to the unit of measurement “Piece”, i.e. “How many “pieces” of Chicken eggs are in “1g”. To do this, a proportion is drawn up and the corresponding coefficient is calculated:
1 piece = 40 gr
X pcs=1 gr
1gr= 1pc/40gr=0.025
If you later add another unit of measurement "Kg", then the system will automatically calculate the coefficient, because. "Kg" is included in the same group of units of measurement with "Gy" and the coefficient between them is set in the "Units of measurement" dictionary, and the coefficient is set between "Gy" and "Piece".
The coefficient set manually can be changed at any time by editing it on the product card.
When changing the coefficient in the commodity card in all documents where this unit of measure is involved, the quantity will be changed in accordance with the change made. Which will lead to a change in the quantitative balance of the goods.
Do not change the ratio without first researching the documents/sets that may have involved the modified ratio
r_keeper is not responsible for changes in the quantitative data of the product, when the coefficient of the unit of measure is changed.
The only way to resolve this problem with changed quantity data for an item is to restore a backup copy of the Store House database before the change in the coefficient.
Tare weight
If you intend to use scales when working with invoices (i.e. enter data from scales not of a “whole” package), then set the “Use scales for inventory” flag on the “Basic parameters” tab of the product card.
Despite the name of the parameter, this functionality can be used in invoices of any type.
When this flag is set on the "Units of measurement" tab, the tare weight unit ("Gy") is automatically added and the "Tare weight" column is added.
The tare unit is pre-defined in the Store House (“HR”) database and cannot be changed.
After setting the flag "Use scales for inventory" in the units of the product card, the unit of measure "GR" is added.
If before that other units of measurement were specified in the units of measurement, and they belong to other groups of units of measurement (volume or piece), then before further actions, it is MANDATORY to specify the conversion factor for the unit of measurement "GR" into the base unit of measurement of the goods.
In the figure, in the column "Coefficient" for the unit of measure "GR", the coefficient 0.001l is set manually.
Next, for each unit of measurement (packaging), set the weight of empty containers in "GR".
For example, you create a unit of measure "Bottle 0.7" for the product "liquor". The base unit for a commodity is “litre”. Coeff. for the unit of measure "Bottle 0.7" - 0.7. Tare weight - 250 (gr). Now, when filling in the Gross column in any invoice, you can enter the weight of an incomplete bottle, while the tare weight will be taken into account when recalculated into the base unit of measurement.
EGAIS code
This group of properties is required for filling in for alcoholic products, and if organizations operate on the territory of the Russian Federation and
are licensed to sell alcoholic beverages.
This group of properties allows you to organize the connection of the goods of the Store House database with the goods of alcoholic products from the EGAIS database. This connection allows you to create invoices based on data received from EGAIS.
EGAIS code - a unique code assigned in the EGAIS database of a specific alcoholic product with a unit of measurement. This code in the EGAIS database is assigned by each manufacturer/importer for a new nomenclature unit. Moreover, several EGAIS codes in the EGAIS database can correspond to one product name in one Store House measurement unit.
For correct operation in Store House, all EGAIS codes are indicated on the Store House product card for each Store House unit of measurement.
Filling in can be done manually on the product card and automatically when creating documents when working with EGAIS or when comparing the nomenclature from EGAIS requests.
To fill in manually, position the cursor on the required unit of measure and in the lower part of the window:
Click in the value area of the table under the heading "EGAIS Code";
Press the [Insert] or [↓] key on the keyboard;
Enter information;
An example of filling in EGAIS codes is shown in the figure. As you can see, three EGAIS codes correspond to one unit of measure Store House (i.e. three nomenclature units from the EGAIS database)
Automatically added units of measure
Some flags set on the "Basic parameters" tab lead to the automatic addition of units of measurement to the "Units of measurement" tab. Moreover, different flags add different units of measurement from different groups (L and GR). If you set the flags before filling the "Units of measurement" tab, then the base unit of measurement will be created, which flag is set first.
Therefore, for the correct formation of the product card, before putting down the flags, it is better to fill in the "Units of measurement" tab and put down the necessary coefficients, and then put down the necessary properties.
If it is convenient for you to use the automatic functionality of adding units of measure, then you must first set a flag for the required property, which will add the preferred base unit of measure. And then put down the rest of the flags.
For example, you create a product "wine". When creating this product, you must set the flags "Use scales for inventory" and "Alcohol products". Since it is convenient to use a liter as a base unit for this product, the “Alcoholic products” flag should be set first. On the "Units" tab, the "Liter" unit of measure will be automatically added as the base unit. After that, you can set the flag “Use scales for inventory”, on the “Units of measurement” tab, the unit of measurement “GR” will automatically be added, but the unit of measurement “Liter” will still remain the base one. Next, you need to put down the conversion factor between "GR" and "Liter".
Extra options
Filling in the "Add. options":
The parameters listed in this tab are optional.
Filling in these fields simplifies the creation of documents by substituting standard values from the product card.
Bookmark “Add. settings" is divided into two parts: the upper one is "Default" and the lower one is "Exceptions by enterprises"
The "Default" area contains the standard product card data that will be used "by default" when creating documents, if the created documents do not fall under "exceptions" or "exceptions" are not created.
The "Exclusions by enterprises" area contains data that differs from the standard ones in the context of enterprises. If several enterprises are supposed to be used in the database, then the same product may have different properties depending on the enterprise.
For example "VAT rate". If there are two enterprises in the database, and one of them keeps records on general taxation, and the second on simplified taxation, then for the convenience of creating documents, an exception is created for the second enterprise, and a tax rate other than the standard one is indicated for the goods.
Default area
For kits - Processing 1(%) and Processing 2(%) - setting for products that are used when creating kits. Allows you to specify a standard value for the change in weight or volume of goods during "cold processing" (Processing 1 (%)) or "hot processing" (Processing 2 (%)). The specified values will be automatically entered into the corresponding fields of the kit when adding the product to the kit.
The fields are filled in as a percentage (%). A negative value - in case of a decrease in the weight of the goods, a positive value - in the case of an increase in weight;
Starting from version 98.337, "% processing" from the product card is substituted by default when adding a product to a set.
For ABC-analysis, a product property that defines the rule for processing the product when generating the “ABC-analysis by products” report. The default value is "Undefined". This field can be assigned to a product group through group operations.
"Product" - assigned to
I goods that are sold through the r_keeper cash register and are not piece goods are not displayed in the report.
"Raw materials" - is assigned to goods that are ingredients and / or goods that are sold as piece goods, this type is displayed in the report.
For external systems - a property of the goods, which determines the belonging of the goods to external integration systems (VETIS, EGAIS, etc.). The default value is "Undefined". This field can be assigned to a product group through group operations.
"VETIS" - is assigned for goods for which it is necessary to send information about their production to VETIS in order to be able to move them between their own legal entities or resell them to other legal entities.
"EGAIS" / "Honest Sign" - at the time of release of this version of the user manual, these properties are not used in Store House.
Purchase - in the fields of this group of columns, enter the values of the price and tax rates to create incoming invoices. You can only fill in tax rates if there is no “standard price” concept for the product.
The fields of the "Purchase" column group are filled in manually. Actual filling for goods participating in receipts (i.e. for purchased ingredients)
You can specify the value of "B.N. Prices" (price without taxes) and select tax rates from the list, then "Price w.n." (price including taxes) will be calculated automatically.
If only “V.O.S. Price” is known, then first enter information on tax rates, and then fill in the “E.O.S. Price” field. Field "price b.n." will be calculated automatically.
The specified prices and tax rates will be substituted into the invoices if no price lists are created in the system, exceptions for enterprises are not created, or the "Insert price from the last receipt" setting in the user rights is not used.
Sale - in the fields of this group of columns, enter the values of the price and tax rates to create invoices and requisitions (created manually). You can only fill in tax rates if there is no “standard price” concept for the product.
The fields of the "Sale" column group can be filled in manually or automatically when importing goods from R-Keeper. The filling is relevant for goods participating in the sale (i.e. for sold dishes and resold goods).
When filling in the columns manually, you can specify the value "B.N. Prices" (price without taxes) and select tax rates from the list, then "Price w.n." (price including taxes) will be calculated automatically.
If only “V.O.S. Price” is known, then first enter information on tax rates, and then fill in the “E.O.S. Price” field. Field "price b.n." will be calculated automatically.
Prices are determined for the "base" unit of measure of the goods.
For goods imported from R-Keeper, if units of measurement were added and the base units were redefined after the menu import, then the next time the menu is imported, the prices will be recalculated relative to the coefficient for converting the unit of measure "for orders" to "base".
The specified prices and tax rates will be substituted into invoices and requisitions (created manually) if there are no price lists created in the system, exceptions for enterprises are created, or the setting "substitute price from last expense" in user rights is used.
Area "Exclusions by enterprises"
In the fields of the "Exclusions by enterprises" field values are entered that differ from those specified by default, Purchase, Sale and Version of the kit for specific Enterprises.
In invoices (incoming and outgoing), the definition of the enterprise occurs according to the unit (warehouse) specified as the recipient or supplier (respectively).
The price and tax rates specified in the exceptions will be substituted when adding goods to invoices if no price lists have been created or the setting "Insert price from last receipt/expenditure" in user rights is not used.
To add a line to Business Exclusions:
Click the mouse in the value area of the table being filled;
Press the [Insert] or [↓] key. You can also use the Add line context menu item or the Add line item of the main menu item "Edit";
In the Company field, select the required company from the drop-down list;
If necessary, enter prices and tax rates. By default, values from the "Default" area will be substituted;
If necessary, repeat the above steps for other businesses;
Save the document (the main menu item "Document" - "Save document" or the button on the toolbar).
For goods imported from R-Keeper, company differences will be created automatically if
- import is configured for several restaurants;
- R-Keeper created differences by restaurants (price types and tax groups);
- in the settings, the parameters for uploading taxes from R-Keeper are specified;
If R-Keeper separates prices or taxes by restaurant. And in the import settings, rules are set for unloading these divisions, then the change in selling tax rates and selling prices for R-Keeper products will be updated with each import from R-Keeper directories.
Appointed
The list of tax rates is available through group operations for a selected group of goods.
Kit versions
Kit version - if the Store House database works for several enterprises and the technology for preparing a dish or semi-finished product differs slightly (or a lot) depending on the enterprise, then for each enterprise you can determine the version of the basic kit or select any other kit.
In addition to the enterprise version, a different version of a kit or a different kit can also be specified by a specific department. This function can be used in the case of one large enterprise or when many small objects are maintained in one database for one enterprise only in the context of departments.
If the "Kit versions" tab is not filled in, for all documents that use the concept of "kit" for processing dishes, the "zero" version of the kit specified on the "Basic parameters" tab will be used by default.
"Version Zero" is the version created by the bundle when the bundle was created.
If you need to specify a different version of the package for a company or specify another package, then on the "Kit versions" tab, you must add this company to the list indicating the version of the package or package. An enterprise is added to the list, which is the "manufacturer" of the dish / semi-finished product, i.e. for the subdivision-supplier of production documents.
You can also set subdivisions in exceptions for which the kit should work according to other rules.
The Kit Versions tab window is divided into four parts:
The upper one is the area for configuring kit versions by enterprise.
The lower one is the area for setting the versions of kits by departments.
The upper and lower regions are in turn divided into "left" and "right" parts. The filling method is the same.
Left side:
Enterprise (Department) – a list of enterprises/departments that are configured to use exclusions when working with product sets.
Produce – set the flag if you want to produce a specific product according to the specified rules for working with a kit at an enterprise/department for sale. If the flag is unchecked, then the enterprise/department does not use production documents to register the sale of this product (does not cook this dish on its own, but receives it from outside for resale).
This flag does not affect the processing of semi-finished products. The need to produce a semi-finished product (lay out into ingredients) is determined directly in the kit.
Right part:
Start date - the start date of using the kit or version of the kit, other than the base values, for the selected enterprise/department.
The first line of the period always has a start date of 01/01/1980. It cannot be changed.
If invoices using kits have not yet been created for the enterprise/department selected in the left part, the system will allow you to edit the version of the base kit or define another kit for the item.
If invoices have already been created for the selected enterprise/department using the base kit, then you must enter a new period from which documents have not yet been created, and define a new version of the kit or another kit.
Kit – the name and version of the kit that will be used by default when creating documents that use product kits.
To add a new business to the list:
Click the mouse in the upper part in the left area of the values \u200b\u200bof the table to be filled;
Press the [Insert] or [↓] key. You can also use the Add line context menu item or the Add line item of the main menu item "Edit";
In the Company field, select the required company from the drop-down list;
The "Produce" flag will be set automatically. Clear this flag if necessary;
In the right part of the window, a line will be automatically added with the beginning of the action on 01/01/1980 and the set from the "Basic parameters" tab of the zero version;
Go to the top right area of the window for further editing;
To add a new division to the list:
Click the mouse in the lower part in the left area of the values \u200b\u200bof the table to be filled;
Press the [Insert] or [↓] key. You can also use the Add line context menu item or the Add line item of the main menu item "Edit";
In the Department field, select the required department from the drop-down list;
The "Produce" flag will be set automatically. Clear this flag if necessary;
In the right part of the window, a line will be automatically added with the beginning of the action on 01/01/1980 and the set from the "Basic parameters" tab of the zero version;
Move to the bottom right area of the window for further editing;
Departments can be specified regardless of the selected enterprise. The list of subdivisions on the "Kit versions" tab can be filtered by enterprises. If the filter is not set, then the list of departments is displayed in full for any enterprise selected in the upper part.
When the flag "Filtering by enterprises" is set, the list
divisions, you can only add divisions for the enterprise highlighted at the top of the screen.
If documents with this product have not yet been created for the company selected on the left side:
For the period 01/01/1980, you can choose:
version of the basic set, other than the zero version, according to which the enterprise will write off when processing production documents. To do this, in the "Version/Number" field, select the required version of the kit from the drop-down list;
another set from the set directory. To do this, position the cursor in the "Set/Description" field and click the button. The kit list window will open. Find the desired kit in the list and double-click to add it to the product card.
If the product is a semi-finished product, and if documents with this product have already been created for the enterprise selected on the left side:
Press the [Insert] or [↓] key to add a row for a new period. You can also use the Add line context menu item or the Add line item of the main menu item "Edit";
In the "Start date" field, set the date from which there are no production documents in the database;
For a new period, you can choose:
version of the basic set, other than the zero version, according to which the enterprise will write off when processing production documents. To do this, in the "Version/Number" field, select the required version of the kit from the drop-down list;
another set from the set directory. To do this, position the cursor in the "Set/Description" field and click the button. The kit list window will open. Find the desired kit in the list and double-click to add it to the product card.
The kit version name will be automatically substituted when selecting the version number if the version name is filled in for the kit;
If necessary, repeat the above steps for other businesses;
Save the document (the main menu item "Document" - "Save document" or the button on the toolbar).
If necessary, you can open any version of the kit for viewing. To do this, position the cursor in the desired line and use the Open package context menu item.
Filling in the "Kit versions" tab is available through group operations for the selected group of goods.
Features of processing the "Kit versions" parameter
In all Store House documents that work with kits (bids, kits, collation lists), the relationship between the product and the kit is stored in the document itself. Relationships are defined when documents are created.
A bundle and its version can be defined in documents:
automatically based on the created settings in the products.
manually by the user when creating a document, from the list of available kits on the product card.
If an item with a kit is directly involved in production documents, then a link to the kit is stored in these documents. That allows you to edit the product card on the "Kit versions" tab without restrictions.
Already created documents will work according to previously defined rules, new documents will work according to newly created rules.
If products with kits are used as "semi-finished products", i.e. are not directly included in production documents, but work as components of other sets with the “Produce” flag, then in production documents there is no reference to sets of such goods, which leads to the need to store the history of changes in the rules for the work of semi-finished products on the cards of goods of these semi-finished products.
For such goods, changing work kits or kit versions on the "Kit versions" tab is available only in the period for which documents have not yet been issued. If you try to make changes in the period for which documents have already been created, the system will display a message.
The system always allows you to add a new enterprise and a zero period of the basic set version to the product card for which documents were drawn up, in order to be able to enter a new period to change the working conditions of the product.
Write-off
The "Write-off" tab is filled in for goods subject to write-off through the documents "Application" - consumption of dishes. Those. You determine from which department the goods will be written off when they are sold
The parameters listed in this tab are optional.
To determine the division of the write-off of goods, fill in the "Write-off" tab.
On this tab, there is also the concept of "Default" and "Exceptions".
If the Store House program is used for one small enterprise, where write-offs occur for each product from one division, without variations, then it is enough to fill in the “Write off by default” value.
For example, an enterprise has two divisions (Bar and Kitchen). If dishes are written off at the place of preparation (salads from the kitchen, drinks from the bar), then for such enterprises, only the “Write off by default” values are filled in on the product cards
To assign a "default" write-off unit:
Position the cursor in the line "Write off by default";
Click on the button to open
I of the “Subdivisions” directory and double-click the required subdivision;
You can also enter part of the name of the department in the field, and a drop-down list will offer a choice of departments that meet the specified search conditions. Select the desired division with the left mouse button or use the [↑] or [↓] buttons to move the cursor through the list and press the [Enter] key to select the division.
If the Store House program is being used for a chain of businesses or a business with a large number of locations (for example, two or more bars), then you must complete the Location Exceptions area.
The list of places of sale is specified in the directory "Places of sale". This directory can be filled in manually or can be imported from R-Keeper.
If Store House 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 (unloaded from R-Keeper) and the department must be indicated on the “Decommissioning” tab in order to organize a correct write-off.
In the "Exclusions by places of sale" field, list all bundles of places of sale and divisions for organizing write-offs.
For example: one menu item "Coffee Americano" 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 the place of sale of this product.
To add a new department exclusion entry:
Click in the value area of the table in the "Exclusions by places of implementation" field;
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;
In the Place of sale column, select a value from the Places of sale dictionary;
In the Subdivision column, select the warehouse from the Subdivision dictionary from which the goods will be written off when they are sold from the specified place of sale;
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).
When filling in the “Write-off” tab, the division for write-off will be automatically displayed in applications.
Filling in the "Write-off" tab is available through group operations for the selected group of goods.
Routes
A route is a document flow automatically created on the basis of an application, leading to the posting of goods to a department for the possibility of further sale of goods.
Routes make sense to use in enterprises with production units, the implementation of which does not occur directly.
Routes are created for goods that are "ordered" at the production departments by the sales departments.
The parameters listed in this tab are optional.
For goods whose sale fits into the "Package" + "Consignment note" scheme, filling in the "Routes" tab is NOT REQUIRED.
Example of creating a route
There is a separate division "Confectionery Shop", which produces desserts for a chain of restaurants. Desserts are sold in establishments without additional preparation. Restaurants create requests for the "Confectionery Shop" about the need to supply certain desserts. "Confectionery Shop" collects all applications and performs group processing of documents for the total production of desserts. Next, desserts are sent to restaurants.
To be able to process such a production process, it is necessary to organize “Routes” on the dessert product cards.
"Routes" can form three types of incoming documents: incoming invoices, internal transfers and picking.
"Default route" - in this field, you must specify the type of document that accounts for the product "by default" and the counterparty that supplies this product.
"Document type" - select the type of document for registering the receipt. Invoice invoice (mon), Internal movement (vp), Completion (k).
"Contractor" - in this field, specify the supplier of the goods. This can be either an external supplier (for receipts) or in-house departments (for picks and internal transfers).
In the example "Cheesecake" is being prepared by "Pastry Shop". The document of preparation is the document "complete set". Therefore, “k” and the counterparty “Confectionery shop” are selected in the “document type”.
Next, it is necessary to describe the method of transferring the prepared desserts to the points of sale.
“Exceptions by 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.
Separation of processes may be required when the production unit collects all requests and organizes a common production document. And then, using different documents, he 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 a specific request, then the “Exceptions by divisions” can be omitted. And just fill in the "Write-off" tab.
With these settings, the production operation and the transfer operation will be contained in the same picking document.
If the “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 that specifies the rule how the "Main warehouse" should receive this product for its balance.
“Exceptions by places of sale” - the method of posting goods may depend not only on the unit, but also on the place of sale.
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"
The principle of operation of the "Exclusions by places of sale" is the same as that of the "Exceptions by divisions". If there are conditions for the places of sale, 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 [↓] key. You can also use the Add Row context menu item or the “Add Row” item of the “Edit” main menu item;
Fill in the cells of the table by selecting values from the opening dictionaries;
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).
Departmental Exceptions area
Department - Specify the department that will receive the goods. Select a value from the Dictionary Dictionary.
Document type - define the type of document with which the goods will be credited to the department. Select one of the invoice options: Incoming invoice (Mon), Internal transfer (vp), Completion (k).
Contractor - define the supplier of goods for the route. Select a value from the "Correspondents" dictionary for "mon" documents and from the "Subdivisions" dictionary for "vp" and "k" documents.
Enterprise - this field will be filled in automatically based on the department's properties.
Area "Exceptions by places of sale"
Place of sale - define the place of sale, which will change the way the goods and the counterparty are received for the selected division in the "Exceptions by divisions" area. Select the value from the dictionary "Places of sale".
Document type - define the type of document with which the goods will be credited to the subdivision for the place of sale. Select one of the invoice options: Invoice (mon), Internal transfer (vp), Completion (k)
Contractor - define the supplier of goods for the route. Select a value from the "Correspondents" dictionary for "mon" documents and from the "Subdivisions" dictionary for "vp" and "k" documents.
Filling in the "Routes" tab is available through group operations for the selected group of goods.
Manufacturers/Importers
This tab is filled only for the goods "Alcoholic products".
This product property must be filled in for alcoholic products, and if organizations operate in the territory of the Russian Federation and have a license for the retail sale of alcoholic products.
When forming receipts of alcoholic products, for the correct formation of the report "Alcohol Declaration" in the incoming invoices, it is necessary to indicate manufacturers / importers of alcoholic products. To do this, each product that is an alcoholic product must specify a list of possible manufacturers / importers for selection in the invoices.
On the “Manufacturers/Importers” tab of the product card, manufacturers/importers from the “Correspondents” directory are listed, indicating the name of the manufacturer and its checkpoint.
When working with EGAIS, this product property can be filled in automatically when creating invoices through EGAIS.
To add a new entry:
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 department. This will allow you to control the deviation of the calculated balance from the specified maximum and minimum values in the statement of residues and the quantitative statement of residues. Each division can have its own minimum and maximum inventory.
You can also define stock default values. Then these settings will be applied to all departments that are not listed in the "Exception".
The stock quantity is specified in the base unit of measure of the item. Any field can be left blank, then control on this value will not be performed.
To create a new entry in the exception:
Click the mouse in the value area of the table selected for filling;
Press the [Insert] or [↓] key. You can also use the Add Row context menu item or the “Add Row” item of the “Edit” main menu item;
Fill in the cells of the table by selecting values from the opening dictionaries;
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).
Departmental Exceptions area
Subdivision – define the subdivision for which you want to control the minimum and maximum inventory. Select a value from the Subdivisions dictionary.
Min. stock and max. margin - fill in the value in base units.
If it is necessary to limit the maximum stock in a subdivision or to control the presence of goods only in specific subdivisions, then in the fields Min. stock and max. the margin can be set to 0, including in the default values. On Fig. an example of filling out a product card is given, when the control of residues is carried out at two divisions, and there should be no residues for the remaining divisions.
Allergens
On the Allergens tab, you can define a list (list) of allergens in the product. This will provide a list of allergens in the dish in which the products are used.
To create a new entry:
Click in the value area of the table selected for filling
Press the Insert or ↓ key. You can also use the Add Row context menu item or the Add Row item of the main Edit menu item
Select the required value from the drop-down list
If necessary, repeat the above steps as many times as needed.
Save the document: select the main menu item Document - Save Document or the button on the toolbar.