How to setup Group Management for the different departments (Menus, Ingredients, Beverage and Equipment):

Groups are used to organize data items (such as recipes, ingredients, beverages, and equipment) and link them to revenue categories and taxes. Properly configured Groups ensure accurate reporting, filtering, and system functionality. They also control how items are categorized and displayed throughout the system.

1. At the top of the screen, on the right side click on the Gear Icon

2. Go to Financial Setup:

3. At the bottom of that window, you´ll see the following options: Group Management -Beverage, Group Management - Equipment, Group Management- Ingredient and Group Management - Menus, click on the one you need to modify, here you´ll have the option to update existing information or create New Groups:

If you need to edit an existing record, double click on the item:

If a new record needs to be created, click on New Entry and fill out the required information, depending on the department you´ll need to add some extra information:

Revenue Categories must be set up first
Groups are linked to revenue categories and will not function correctly without them.
Preconfigured System Groups
Elecate already includes standard groups for recipes. These should generally remain unchanged.
Recommended Setup Sequence:
1. Configure Revenue Categories
2. Review existing Group structure
3. Add or adjust Groups (if necessary)
4. Assign data items (recipes, ingredients, etc.) to the appropriate groups
What can be deferred:
- Advanced restructuring (multi-level hierarchy adjustments)
- Custom grouping refinements for reporting optimization

How to Structure Groups

Scenario 1: Basic Setup

Use existing Elecate groups
Assign items directly to predefined sub-groups

Scenario 2: Moderate Customization

Add second-level groups for better organization
Example:
- Beverage*
  - Beer – Domestic
  - Beer – Imported

Scenario 3: Advanced Structuring

Use up to 3–4 levels for detailed reporting and filtering
Example:
- 1 – Power & Lighting*
  - 1V – Power & Light
    - 1VC – Power

Important Rules:

Assign items only to lowest-level groups (children)
Do NOT assign items to parent groups (*), as they may not display correctly
Avoid renaming or deleting groups already linked to data
If changes are required, validate impact on existing data