TRANSACTION -->MOVEMENT
The movement module records the movement of the materials inside the location, like from store to kitchen and back.
To create a Purchase request from the production unit (kitchen) to the storage unit to request the materials. | |
To create an Issue request from the storage unit to the production unit (kitchen) in response to the request for the materials. | |
This is used to return the materials back to the store from the production unit | |
The adjustment module is used to adjust the stock to physically available stock if there is a difference in the values. | |
Menu Wastage maintains the record of wastage of the Menu items | |
This is to record the closing stock of the materials if there is a difference in the stock |
REQUEST
A location can have multiple production units/kitchen. The request module allows us to create a request from the Kitchen/Production Unit to the storage unit resting the materials.
The following steps will help us understand how to create Requests to get the materials to the production unit.
STEP 1: Go to DineConnect. Go to HOUSE --> TRANSACTION --> MOVEMENT --> REQUEST. Here you can see the list of requests created and their status.
NOTE: You can filter the requests by using Request Number.
STEP 2: To create a new request, click on the CREATE REQUEST button. The following page appears.
Select the Production Unit where the materials are needed, Add a Request Reference number.
You can select the Materials, Quantity.
You can select Menu item and fetch its ingredients, by clicking on Fetch Ingredients.
Save and Close.
NOTE: You can add materials individually one by one or fetch the materials for recipes.
ISSUE
The issue module is used to Issue the materials which were requested from different production units in the location.
STEP 1: Go to DineConnect. Go to HOUSE --> TRANSACTION --> MOVEMENT --> ISSUE. The following page appears, which shows the list of all the issues to the requests.
STEP 2: To create a new Issue, Click on CREATE ISSUE. The following page appears.
Select the Request, Production Unit.
Add the Issue Reference details.
Select the materials and Quantity.
STEP 3: Once all the details are filled, click on SAVE, and CLOSE.
STEP 4: To Edit/Delete the existing Issues, click on the respective functions under ACTIONS.
RETURN
The return module will allow the kitchen to return the materials back to the store.
STEP 1: Go to HOUSE --> TRANSACTION --> MOVEMENT --> RETURN. The following page appears.
STEP 2: To create a new return, click on CREATE RETURN. The following page appears.
STEP 3: Fill in the details,
Select the Production Unit.
You can select the materials by category or recipe or return to the Issue.
Select the Quantity and Add remarks if there is any remark to inform the supplier.
SAVE after filling in all the details.
ADJUSTMENT
The adjustment module is used to adjust the material stock if there is a difference between the values on the system and physically available stock.
STEP 1: Go to HOUSE --> TRANSACTION --> MOVEMENT --> ADJUSTMENT. The following page appears.
STEP 2: Click on CREATE ADJUSTMENT. The below page appears.
STEP 3: Fill in the details such as,
Approval Reference
Adjustment Remark, Choose the date
Material Name and Variance Quantity
Adjustment Mode from the dropdown
NOTE: Read Stock Taken Excel allows you to make the changes in the stock by using an excel sheet.
Import a template, An excel sheet with the materials will get downloaded, change the quantity to required values, and Save the Excel sheet.
Click on Import, choose the saved sheet, and import the adjustments to dineconnect.
You can view the changes by clicking on the View button of the respective adjustment made.
Stock Report - This gives the Current stock report of the Materials.
MENU WASTAGE
Sometimes the Menu items get wasted due to many reasons such as accidental spillage of the food or no sales etc. In such cases, the items and the materials used in the preparation gets wasted. Menu Wastage module maintains the record of wastage of such Menu items.
STEP 1: Go to HOUSE --> TRANSACTION --> MOVEMENT --> MENU WASTAGE. It opens the below page.
STEP 2: To create a new Menu wastage, click on CREATE MENU WASTAGE. Add the reference number.
STEP 3: When you add the reference number, there are some other fields that appear, which have to be filled. Fill in those details. and SAVE and Close.
STEP 4: To Edit or Delete the existing inputs, click on the respective functions under ACTIONS.
CLOSING STOCK
Closing stock is again to make the stock adjustments to balance the stock on the system with the physically available stock.
NOTE: When the stock is updated using excel in the adjustment module, it will be updated on this module as well.
STEP 1: Go to HOUSE --> TRANSACTION --> MOVEMENT --> CLOSING STOCK. The below page appears which has a list of all the existing inputs.
STEP 2: There are two options to update stock,
FORCE ADJUSTMENT - This is similar to stock adjustment using excel in adjustment module
STOCK DIFFERENCE -