MacromatiX: Mobile Travel Path - Manage Locations

Overview

MacromatiX Mobile Travel Path allows a manager to set up their stock in Macromatix based on where it is physically located in their restaurant. A well structured MacromatiX Travel Path will save a manager time during their inventory count and improve accuracy when counting stock. 

Using a mobile device, MacromatiX Travel Path allows a manager to create locations, allocate items to those locations, choose the order of items and locations, search for items and even remove and add items to & from the MacromatiX storage cloud.

Mobile Travel path is a powerful tool to help a restaurant keep their stock organized and improve productivity when completing daily, weekly and monthly inventory counts.

  Best practices for managing the Travel Path are:

• Save time when setting up the restaurant's travel path by using a mobile device

• Setting up the Travel Path is a medium sized task, but then will only require a small amount of maintenance

• Updates to the Travel Path should be made when new items are received or when new stock locations are created

Manage Locations

• Log into the MacromatiX Mobile site directly on a mobile device and from the Menu select Inventory Count (Fig.1)
• Select Travel Path

Fig.1 Travel Path navigation

Create a new location

• Select MANAGE LOCATIONS from the top left of the page (Fig.2)

Fig.2 Manage Locations

• A pop-up box will appear with a field that says 'type location name'. Enter the location name in here. (Fig.3)
• Select +ADD LOCATION and the location will appear in the list

Fig.3 Add new location

Edit a location

• Select MANAGE LOCATIONS from the top left of the page (Fig.2) A pop-up box will appear with a list of current locations (Fig.3)
• Select the Pencil icon next to the location you wish to edit (Fig.4)

Fig.4 Pencil icon to edit location 

• Edit the location name and select SAVE (Fig.5)

Fig.5 Edit location name and save

Delete a location

• Select Manage Locations from the top left of the page (Fig.2) A pop-up box will appear with a list of current locations (Fig.3)
• Select the Pencil icon next to the location you wish to delete (Fig.4)

You can only delete a location if there are no items currently stored in this location in MacromatiX. If you can't see the DELETE available, go back to your travel path and move items to another location and then try again.  

• Select DELETE and a pop-up confirmation will appear asking you to confirm. (Fig.6)

Fig.6 Select DELETE

Move the order of a location

• Select MANAGE LOCATIONS from the top left of the page (Fig.2) A pop-up box will appear with a list of current locations (Fig.3)
• Chose the location you wish to move by selecting the Stripes icon (Fig.7) It will turn into a Pin icon

Fig.7 Stripes icon

•  Choose the Target icon that appears next to the location that you want to move your Pin to. (Fig.8) Your Pin location will now be moved under this location. (Fig.9)

Fig.8 Choose a target location to move your pin under

Fig.9 The pin location is now appearing under the target

Feature: New Items Location

All inventory items entered into MacromatiX by Head Office will default to the New Items location until they are moved to their correct count locations by a Restaurant User. (Fig.10)

Fig.10 New Items location

Feature: Head Office Review Location

MacromatiX can configure a location to be available for Restaurant Users to send all deleted items to for Head Office to review. We call this location Head Office (HO) Review. (Fig.11)

Only a Head Office User can delete items from this location. However, if needed or directed, a Restaurant User can move these items back to a count location.

The Head Office Review feature can allow a Restaurant Manager to move an item here that is no longer sold, or was imported by Head Office in error, so that they can complete a stock count if counting all items are mandatory. 

Fig.11 The Head Office (HO) Review location

Both the HO Review location and the New Items location can't be deleted, it's name can't be edited and it's order can't be hanged by a Restaurant User. This is set by a customers Head Office. When in use, the New Items location will appear first and the HO Review location will appear last. 

Related Articles

Take a look at our other articles for MacromatiX Mobile Inventory

MacromatiX: Mobile Travel Path - Manage Items

MacromatiX: Mobile Waste - Recording Waste

MacromatiX: Mobile Transfers - Approving Transfers

Printable Guides 

Coming soon.

Training

Talk to your MacromatiX account manager or send us an email if you are interested in learning more about our MX Masterclass sessions for Restaurant Users, Area Managers, Franchisee's or Head Office Administrators.