September 28th 2023, Release Notes: RME | Menu Cycles: New Admin Page for Sales Quantities Sent to Inventory, CSV to Excel Report Refinements, 'Expand all tariff rows' Button

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 28th 2023

Admin Page for Configuring Destinations to Send Sales Quantity to Inventory

• Enabled by default? - No
• Set up by customer admin? - Yes
• Enable via support ticket? - No
• Affects configuration or data? - Yes
• Roles affected: - Central users who manage locations for POS

What's Changing?

A new page has been added in the Central user Admin screen to allow destinations to be configured as 'enabled/not enabled for POS'. When a destination is 'not enabled for POS', this configuration will send 'quantity sold' values from Menu Cycles Post-production to Inventory.

Reason for the Change

Reduces the need for manual 'sales' data input in Inventory.

Customers Affected

Optional. Available to all customers.

Release Note Info/Steps

To access the new Destinations screen, these permissions (configured within RME user groups, Menu Cycle Permissions) are required:

1. View Admin
2. Groups/Destinations

A Central user with these permissions will:

• Select Admin from the top-right corner of the home screen

Fig.1 - Admin cog on the Central user's home screen

• Then go to the Destinations tab - see Fig.2
• First, run a Search - no data is displayed otherwise - either by Destination or, to see all, a blank value

All data in the columns is auto-populated. Only the POS Enabled column can be changed.

• Destination: This is the Location name as configured in Inventory.  The list is organised alphabetically, A-Z and can be sorted in reverse order
• Site Code: This is the Site Code as configured in Inventory
• POS Enabled: All destinations will be 'POS Enabled' by default when they are created
  
  • To configure a destination as 'not enabled for POS', untick the box and Save (be sure to do this - unsaved changes will be lost)
  • Selecting Cancel will cancel any changes made since the last save
• Last Modified:  This is the date when the 'POS Enabled' status of the destination was last changed on this page

Fig.2 - Destination, Site Code, POS Enabled, Last Modified columns

Additional Resources

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

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?

Local CSV reports have been converted to Excel. Central CSV reports have had an Excel option added.

Reason for the Change

Increases ease of use for users who prefer Excel format over CSV.

Customers Affected

All customers.

Release Note Info/Steps

The following Central reports have had an Excel output option added:

• History Report
• Location Gap Check Report
• Menu Extract Report

The following Local reports have had their CSV format replaced with Excel.

• Local Buying Report
• Local Sales History Report
• POS Match Failures Report

'Expand all tariff rows' Button

• 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?

A new button that expands all Tariff rows has been added to the Planning and Post-production screens.

Reason for the Change

To increase ease of use.

Customers Affected

All customers.

Release Note Info/Steps

To access the new button:

• On either the Planning or Post-Production tab, using the Days view, first select Expand all

Fig. 3 - Existing 'Expand all' button

The new Expand all tariff rows button will then appear.

• Select it to display all the tariff rows for all the recipes on the page
• The new Collapse all tariff rows button can then be used if needed

Fig. 4 - New 'Expand all tariff rows' button

Fig. 5 - Recipe with tariff row expanded