Concepts

The Concepts screen allows corporate users to create and manage relationships between Concepts and the following types of entities: Locations, Company Products, Recipes, Application Users, Product Templates, and Positions.

A restaurant company may control locations of several different types, such as a chain of pizza restaurants, a chain of chicken restaurants, and a chain of burger restaurants. The corporate list of Company Products may contain food products or supplies that will be used by some or all of the different chain types, but it will also include chain-specific items, such as cups and napkins branded with the logo for each particular chain. Similarly, the different concepts (i.e. chains) will have different recipe products based on each specific menu line.

Concepts can be used to manage access to or visibility of Company Products and Recipes, making them available only to certain Locations, Application Users, or for use with certain Templates.

 

  1. Under the General menu, click Concepts.
  2. Click the Plus (Add) icon to create a new concept. To edit an existing concept, click on the Code hyperlink.
  3. Enter the concept Code.
  4. Enter the name of the Concept.
  5. When finished, the Disk (Save) icon.
  6. To associate the concept with another entity, click on the appropriate tab (Locations for example) and do the following:
  1. Click the Plus (Add) icon.
  2. Click to select the appropriate location(s) 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) button in the selection panel to close/collapse it.
    If you collapse the panel, you can use the (<) (Expand) button to reopen it.
  1. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
  2. When ready, click the Disk (Save) icon to save your changes.
  3. When finished, click on the Concepts portion of the path in the title bar just below the screen header to return to the list of concepts, or click the X (Close) icon to close the screen.

 

 

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