July 4th 2023, Release Notes: RME | Menu Cycles: Hide Unplanned Items in Sales Report, Edit Meal Period Filter, 'Added Items' in Price Search – Fourth & HotSchedules Customer Success Portal

Summary

Select the release feature from the table below to be taken directly to that section of the release note.

Feature 1

Feature 2

Feature 3

Hide Unplanned Items in Local Sales Report

Local Sales/Local Sales History Reports, Exclude Unplanned Items

Edit Meal Period, New Recipe/Menu Filter

Edit Meal Period, New Recipe/Menu Filter Added

'Added Items' Included in Mass Update Price Search

'Added Items' Included in Mass Update Price Search

Release date for all features: July 4th 2023

Report Refinements: Local Sales/Local Sales History Report, Exclude Unplanned Items

Enabled by Default? - Yes
Set up by customer Admin? - No
Enable via Support ticket? - No
Affects configuration or data? - No
Roles Affected: - if applicable

What's Changing?

The Local Sales/Local Sales History report has been changed to allow the exclusion of 'unplanned' items.

Reason for the Change

Increases flexibility to include or exclude relevant data on the report.

Customers Affected

The report is available to local users of the Menu Cycles app.

Release Note Info/Steps

The Local Sales report can be accessed and run via a day's Post-Production tab (PDF format) or the main Reports area in Menu Cycles (CSV format).

Local Sales Report, PDF Version, Accessed via Post-Production

Log in at local level and select a menu cycle
Select a day and go to Daily Planning
Go to the Post-Production tab
To not display any items with a 'Planned' quantity of 0, tick Hide Unplanned in the top right corner
Then, if running the Local sales report from this screen, the same unplanned items will not be included in it

Fig.1 - Post-Production tab, an unplanned item

Additionally, the report layout has been refined so that when there is more than one meal period for the date, there will be a page break between them (on the PDF version of the report).

Note on tariffs: All tariffs for the 'planned' menu cycle item will display on the PDF report, even if the tariff itself has a 'planned quantity' of 0. The status of 'planned' or 'unplanned' is determined by the 'planned quantity' of the recipe (stand-alone or a la carte menu recipes) or buffet menu, not the 'planned quantity' of the tariff.

Local Sales History Report, CSV Version, Accessed via the Reports Tab

Log in at local level and select a menu cycle
Go to the Reports tab and select Local Sales History Report

This report has been changed so that only 'planned items', i.e. items with a planned quantity greater than 0 are returned by default.

To have all items (planned and unplanned) in the report, tick Include unplanned items before selecting Export

Fig.2 - Local Sales History Report accessed via Reports tab.

In the CSV version of the report, '0' values will now be displayed as blank cells - see Fig.3.

Fig.3 - Local Sales History Report where '0' values are now displayed as a blank cell

A Reminder of existing report requirements and 'planned quantity' logic

There have been no changes to the existing mandatory 'date range' and 'meal periods' report parameters
A prerequisite for any item to appear on the report is that it must have been saved in Planning for the specified date range. This is existing behaviour and has not changed.
Buffet menus, planned quantity: For Buffet Menus to be considered as having a planned quantity greater than '0', there must be a value greater than '0' at menu level. Also, if a buffet recipe has a planned quantity of 0, it will not appear on the report unless the Include unplanned items box is ticked.