Create a Shift

How to Create a Shift. Click on the plus button on the Department to start assigning Employees. This Roster building form will pop up on your screen. Select an Employee. Build the shifts through the slider. Adjust by 5min increments with the Start Time and End Time + and – […]

Creating a Roster

How to Create a Roster. Choose the week for the Roster through the side-menu . From the side-menu click on Revenue. Check your Revenue forecasts for the week to determine if they are inline with expected sales. Make any adjustments needed. From the side-menu click on Workforce. Click on Roster. The […]

Add Stock Order

How to add a Stock Order. From the side-menu click on Purchasing. The Purchasing screen will show all of the Suppliers for your business. Click Add Order. Depending on how the Supplier is setup a order form will appear on the screen. If the Supplier has itemised Stock items (Data Entry) applicable, […]

Stock

How to add a Stock item. From side-menu click on Purchasing. From the drop down menu click Stock. Click Add Product. From this form add the details of the Product. The Read Group is the group the stock item is applicable to. By selecting Saleable, the stock item is saleable through […]

Read Groups

How to add a Read Group. Read Groups are assigned according to how you breakdown the sales in your business. For example Food Sales, or Drink Sales. From the side-menu click on Settings. From the drop down menu click on Read Groups. Click on Add Group. Complete the form with […]

Department

How to add a Department. Configuring Viability into Departments of your business is beneficial in optimising your Rosters and drilling down into your data. From the side-menu click on Settings. From the drop down menu click on Departments. Click Add Department. Enter the Department name applicable to your business. Assign […]

Add a Supplier

How to Add a Supplier. From the side-menu click on Purchasing. Click Add Supplier. Add the Supplier name. Click Contact. Complete Contact Details for the Supplier through the drop down form. Click Purchase Entry. Complete Purchase Entry details: Entry Type choosing either Totals: The order through the supplier is a […]

Employees

How to add Employees. From the side-menu click on Workforce to reveal the drop down menu. Click on Employees. Click Add Employee. The above form will appear to be completed with the details of each employee. To add a Classification to an employee click on View/Edit under Classification.   Click on […]

Positions

How to add Positions. From the side-menu click on Workforce to reveal the drop down menu. Click on Positions. Click Add Position. Complete this form with the Name/Title of your staff Position and add a Code. The Code is the abbreviation which will appear on the Roster. Click Save and repeat […]

Classifications

How to add Classifications. From the side-menu click on Workforce to reveal the drop down menu. Click on Classifications. Click Add Classification. From this form add the details of the Classifications applicable to your business. Demonstrating from an example the following shows a Level 1 Food and Beverage – HIGA. The […]