Company Product Details: User Defined Category

The product can be associated with one or more User Defined Categories. This association can be utilized for inventory and reporting purposes.  On the Net-Chef Dashboard, the tables displaying the "Top 10 Actual/Theoretical Cost Items" and "Top 10 Menu Mix Sales Items" can be filtered to display products associated with a user-defined category.

 

1. Under the Products menu, click Company Products.
2. To edit a product record, click on the Product Name hyperlink.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option.  From the pop-up menu, check to show or uncheck to hide the desired tab(s).

3. Click on the User Defined Category tab.

4. To add one or more User Defined Categories:

1. Click the Plus (Add) icon.
2. Click to select the appropriate category from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Funnel (Filters) icon to filter the list.
3. Click the [<] (Add) button to add the selected option(s) or click the [<<] (Add All) button to add them all.
4. When finished, click the (X) (Close) or (>) (Collapse) icon in the selection panel to close/collapse it.
   If you collapse the panel, you can use the (<) (Expand) icon to reopen it.

5. Click the Disk (Save) icon to save your changes.
6. To download and print these settings, click the Printer (Export) icon and select the desired options.
7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
8. When finished, click the X (Close) icon to return to the summary screen.

 

If necessary, you can click on a row and click the Trash Can (Delete) icon to remove it.

 

 

 

 

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