[Screenshot]
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.
Synergy has already defined the Recipe Groups for the Recipes preprogrammed in the system. You will need to place the recipes you add for your company in the appropriate Recipe 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 production reports, set up at least two levels. FusionTM 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. 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 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.
We recommend that you contact a Synergy Support person before you make any adjustments to or add recipe groups.
For instructions about how to add a group, see Group Coding Structure (Desktop Setup Tab).
For instructions about how to add or edit a group title for the web, see Web Group Coding Structure (Web Setup Tab).