September 13th 2023, Release Notes: RME | Menu Cycles: Post-Production Sales, Update Prices for Today's Date, Report Refinements

Summary

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

Release date for all features:  September 13th 2023

Post-Production 'Sold Quantity' Values to be Sent to Non-POS Integrated Inventory  Locations

• Enabled by default? - No
• Set up by customer Admin? - No
• Enable via support ticket? - Yes
• Affects configuration or data? - Yes - could impact 'sales' data in Inventory
• Roles affected: - if applicable

What's Changing?

For local menu cycles, post-production 'sold quantity' values for a la carte and stand-alone recipes will be sent to Inventory for Locations that are specified as 'not enabled for POS'.

Reason for the Change

To help Locations without a standard POS integration to benefit from Inventory calculations that require 'sales' information, e.g. stock depletion.

Customers Affected

Optional.  Available to all customers using the Menu Cycles application.

Release Note Info/Steps

A Location setting is now available to indicate whether or not a location is 'enabled for POS', i.e. has an integration with a point-of-sale system. By default, all existing and newly created locations will be 'enabled for POS'.

To change a location's setting to 'not enabled for POS', please submit a request with Fourth's Support team.  In the near future, there will be an area in the system where this setting can be enabled by Admin users.

When a Location is 'not enabled for POS', post-production 'sales quantity' values for a la carte  and stand-alone recipe will be sent once a day to the Inventory Location associated with the local menu cycle.

Additionally, 'webhooks', which notify the POS that a change has occurred to a scheduled sales item, will not be triggered for Locations that are 'not enabled for POS'.

Buffet Menu ‘quantity sold’ values from the Post-Production screen are not included in the sales file described above.
‘Buffet menu recipe’ production information is already transmitted from Menu Cycles to Inventory. When Post-production is ‘saved’, ‘Buffet menu recipe’ production information is sent to Inventory.

New Terms/Acronyms 

A webhook is an automated event-driven message sent from an app.

POS stands for 'point of sale', i.e. an electronic cash register or other sales transaction tracking mechanism

Additional Resources

Inventory Restaurants: Closing a Stock Period

Local, Mass Update - Update Price - Include Today's Date in Search Results

• 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?

Search results for 'Update Price' functionality will now include results from today's date if there is a matching result.

Reason for the Change

Reduces the need to update today's prices manually.

Customers Affected

All customers.

Release Note Info/Steps

• When logged in at Local level, go to Mass Update

All searches run in the Update Price tab will now always include results from today's date.

Fig. 1 - 'Update Price' function is located in the Mass Update tab

Report Refinements

• 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?

Updates have been made to three existing reports

• Performance Report - Excel output option added
• Menu Cycle Calendar Report - Converted to Excel, Menu Names Bold
• POS Match Failures Report - Converted to Excel

Reason for the Change

Increases ease of use. Feedback from customers is that users are more adept with Excel than CSV files.  

Customers Affected

All customers.

Release Note Info/Steps

Report changes will be available to all users.  No implementation steps are required.