Groups are links to the data items, revenue categories, and taxes. Be sure you do not delete or rename valid groups that are attached to data items. This will cause the data item entry form to have white fields where it once had data. Do not panic; there’s an easy solution to correct this mistake. It’s a safety trap of ours to make sure you have valid links throughout the data entry process.
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:
Elecate has already defined the Recipe Groups for the Recipes preprogrammed in the system. You will need to place the recipes, beverages, ingredientes and equipment you add for your company in the appropriate Group. Enter your sub-recipes in the Recipe. Sub-recipes are recipes that are used primarily for the kitchen. When you categorize those recipes as sub-recipes, the salesperson does not see them in the event level screen.
To ensure that the necessary information shows on the food, beverage and equipment production reports, set up at least two levels. Elecate subdivides each department into Groups to quicken the sorting function of the system. Groups assist in filtering when you are searching the database. For example, one letter or number code groups are main group categories, or parent groups. It indicates to the user that there are sub-categories under this group, such as Hors d’oeuvres*, then Hors d’oeuvres – Cold, then Hors d’oeuvres – Hot, BEER*, then BEER – DOM.CAN/BOTL and BEER – IMPORTED KEG, 1-POWER & LIGHTING*, then 1V – POWER & LIGHT and then 1VC -POWER. This breaks down the Hors d’oeuvres category two more steps. These sub-categories are sometimes referred to as children. Do not add any recipe data items to any group with an asterisk (*): The salesperson will not see these items because that group may be broken down two or more steps.
We DO NOT recommend changing the Recipe, Beverage, Ingredients or Equipment Groups. We DO recommend consulting with us to make sure the changes you desire to make will accomplish your end result and ensure correct data changes and structures.
You can add up to four (4) levels of groups.
Before you can make an adjustment, Revenue Categories must be set up.