February 20th 2024, Release Note: FnB Live | Restaurants: Prevent Change of Product Alternative Issue Size, Copy Import and Sale Type Conversion Rules

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: February 20th 2024

Prevent Change of Product Alternative Issue Size

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - Yes

What's Changing?

New functionality that stops alternative issue sizes from being amended if a product is in use on a stock count.

Reason for the Change

To prevent inaccuracies in stock count values and quantities

Customers Affected

All FnB Live customers.

Release Note Info/Steps

• In Enterprise Manager, go to Master Product List, search for and select the required product
• Then go to the Edit Product tab

If the product is in use on a stock count, the Use Alternative Issuing Unit tickbox will be unavailable, and the message 'Stock Count entered against this issuing unit' will be displayed. In the example shown below in Fig.1, the product has an alternative issuing unit for 'Bottle' (instead of 'Case') but it is not available to be selected (greyed out).

Fig.1 - 'Use Alternative Issuing Units' option unavailable

• To see a list of sites where that product is used, select the icon next to the 'Stock Count entered against this issuing unit' message

Fig.2 - 'Stock Count entered against this issuing unit' icon

Once the period in question is approved or you clear the value you can then amend the qty again.

Copy Import and Sale Type Conversion Rules

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No

What's Changing?

New Copy API Rules Functionality.

Reason for the Change

Currently, setting API rules needs to be done manually, site by site. Copying rules from one site to others will help save time and improve the consistency of settings.

Customers Affected

All FnB Live customers.

Release Note Info/Steps

• In Enterprise Manager, go to System Administration > EPOS Interface > Import Rules

Fig.3 - System Administration > EPOS Interface > Import Rules

Select the type of EPOS rules to copy by selecting the relevant tab:

• Import Rules
  or
• Sale Type Conversion Rules

Fig.4 - Import or Sale Type Conversion Rules options

Import Rules

• First, select the required site from the drop-down and then Go
  
• Against Copy rules from: select the site to copy from
• Then to clone rules from that site to the currently selected one, select Copy Rules

Only Revenue Centre and Category Code rules will be copied to the site.

Fig.5 - Selecting a site to copy rules from

Please note: The 'copy rules' functionality will only appear for sites where no rules have been set up.

• To amend a site where rules are currently set up, these will either need to be done manually or all associated rules for that site will need to be deleted to make 'copy rules' available
• The Location Rule and the Rules Enabled tick boxes will still need to be set for the copied-to site manually for the API rules functionality to work

Sale Type Conversion Rules

If your organisation is configured to allow sale Type Conversion Rules, these can also be copied from one site to another.

• First, select the required site from the drop-down and then Go
  
• Against Copy Sales Type rules from: select the site to copy from
• Then to clone rules from that site to the currently selected one, select Copy Sales Type Rules

Fig.6 - Selecting a site to copy Sales Type rules from

These rules will now be copied over to the selected site.

Please note: For these rules to process, actual API feed import rules need to be set up and enabled.