Elecate has already defined the Miscellaneous Groups for the miscellaneous items preprogrammed in the system. You will need to place the ingredients you add for your company in the appropriate group.
Groups are links to the data items, revenue categories, and taxes. Be sure you do not delete or rename the 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.
To ensure that the necessary information shows on the 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 FLOWERS *, then FLOWERS – BUFFET and FLOWERS – TABLE CENT. This breaks down the FLOWERS category.
These sub-categories are sometimes referred to as children. Do not add any miscellaneous 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 Miscellaneous 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.
To add a miscellaneous group:
- Go to Data Items on the left side panel.
- Click Miscellaneous Items.
- Click Miscellaneous Group Management.
- Click on New.
- Fill out the title information.
- Click on Save.
To edit a miscellaneous group:
- Go to Data Items on the left side panel.
- Click Miscellaneous Items.
- Click Miscellaneous Group Management.
- Double click the miscellaneous group to edit the item and click Save.
