Property Setup
The left side menu will show a number of options under the Location heading. See Fig.1.
The table below gives an explanation of these options.
Outlet Setup
Fig.2 - Outlet Setup
The table below lists and describes all columns displayed on the Outlet setup (Fig.2).
Location > Outlet
The following tables list the various other options available from the left side menu (Fig.3).
Accounting
Rates
Categories
Fig.4 - Category Details
Categories > Category Details
Routing
Units (Only available at CP if one exists)
Vendor Performance
Return Materials Authorization
User Groups
Nutrition
Product Attributes
- This is accessed by following the path Property > Setup
The left side menu will show a number of options under the Location heading. See Fig.1.
The table below gives an explanation of these options.
Fig.1 - Location options on Property Setup
Location
| Field Name | Description |
| Address Book | Pre-populated addresses for 'Ship To' and 'Bill To' when raising requisitions and POs within the property. |
| Contacts | Legacy Adaco functionality, to be removed in a future release. |
| Location | Configure locations within location-based outlets within the property. |
| Outlet | Configure outlets within the property (See Fig.2 and Outlet Setup Table for details). |
| Division |
Configure divisions of outlets. An outlet can be in only one division. Divisions are used in Checkbook Maintenance to specify budgetary information. |
Outlet Setup
- Select Outlet from the left side menu to see a list of all Outlets in the system.
Fig.2 - Outlet Setup
The table below lists and describes all columns displayed on the Outlet setup (Fig.2).
Location > Outlet
| Field Name | Description |
| Outlet Number | Outlet Number used within the system. |
| Outlet Name | Name assigned to the Outlet. |
| Cost Category | Primary category for all costs to be posted to. |
| General Ledger Outlet | Outlet code exported to GL. |
| General Ledger Account | Account code exported to GL. |
| Guide Sequence | Sequence in which outlet guide is exported: Category - All products and recipes are listed by category Location - All products and recipes are listed by location (as configured in Property > Setup > Location |
| Direct Charge | If ticked then the Outlet has the option to tick the Direct Charge option when raising Purchase Requisitions. This will mean Inventory and Cost is sent directly to the Outlet. If not ticked then Inventory and Cost is sent to the Storeroom. |
| Inventory | If ticked (but Perpetual is not) then the user has to enter the 'Inventory Quantity' column in the Enter Inventory screen to maintain next month's beginning inventory. If not ticked (and Perpetual is not) the user can't enter Inventory for the outlet. So the following Period beginning, Inventory will always be '0'. |
| Retail Outlet | Modifies the Inventory Entry screen to include additional retail-specific fields & allows for certain retail-specific reports to be run against it. To be a retail outlet, the outlet must be Direct Charge, Inventory and Perpetual. |
| Is Perpetual | If ticked (and In Inventory Cycle) the user has to enter the 'Inventory Quantity' column in the Enter Inventory screen to maintain next month's beginning inventory. If ticked (and not in Inventory Cycle) the system will auto-populate 'Inventory Quantity' in the Enter Inventory screen with current on hand and (If not edited) those quantities will become beginning inventory for next month. |
| Validate Stock | If ticked, disallows negative stock on hand by enforcing the selection under Property > Administration > Property Preferences > Stock Validation Type |
| Revenue Center | Revenue centre number(s) for EPOS feed |
The following tables list the various other options available from the left side menu (Fig.3).
Accounting
| Field Name | Description |
| Accounts | Configure Accounts for the property including GL and budget grouping. |
| Fiscal Calendar | Select the fiscal year then set up the Fiscal Calendar to determine the financial periods through the year. More information here: Purchasing & Inventory - Updating Inventory Cycle and Fiscal Calendar Set-Up. |
| Outlet Account | Associate certain accounts with Outlets. Only associated accounts will be available for Outlets when raising requisitions, purchase orders or manual invoices. More information here: Purchasing & Inventory - Outlet Management. |
| Inventory Cycle Setup | Configure inventory types and frequency for outlets. |
| Budget Codes | Create and assign budget codes to mirror P&L groupings. More information here: Purchasing & Inventory - Creating/Importing a Budget, Forecast, or Plan. |
| Payment Methods | Create and configure payment methods for invoices and configure which types aren't exported through the AP. |
| Manufacturers | Create manufacturers to be assigned to products. |
Rates
| Field Name | Description |
| Rates | Create and configure rates for use in receiving and product creation. A rate is an additional cost that is added to the basic cost of a product. More information here: Purchasing & Inventory - Creating a Rate/Rate Schedule |
| Rate Schedule | Create and configure linked rates. A rate schedule is an additional cost that is added to the basic cost of a product. A rate schedule is a group of one or more rates. Different organisations use rate schedules in different ways. Examples: Some organisations use a rate schedule only for sales taxes (VAT). Some organisations use a rate schedule for sales taxes (VAT), freight charges, and credit card fees. |
| Exchange Rate | Configure exchange rates for international currency. |
Categories
| Field Name | Description |
| Categories |
Create and manage categories and subcategories. A category is a group of similar outlets, products, recipes, or projects. Categories are used as selection criteria for reports. A category has one or more category segments, one or more category classifications, and one or more sub categories. (See Fig.4 and Categories Details table for more details) |
| Event Control Categories | Event Controls are used to track sales/consumption of beverages at events, to support events where beverages are served at multiple bars (stations) in an outlet. Event control categories determine which products may be used in Events, and which products cannot be used. Note: marking subcategories is necessary as only having the category marked will not show any products when searching. |
| Segments (Available at CP Only in multi-Property setup) | Create and manage category segments. A category segment is the part of a property to which a category is applicable. A category segment can have more than one category. Typically, category segments are created for Food & Beverage, Housekeeping, and Engineering. |
Fig.4 - Category Details
Categories > Category Details
| Field Name | Description |
| Category Number | The Category number generated by the system. |
| Category Name | Name of Category (can be named in multiple languages). |
| Category Segment | Segment that the Category is part of. |
| Category Classification |
Areas in the solution that Category will be used:
|
| Approval Required | Enforces approval flag upon creation of product within marked Category. |
| Has Allowable Temperature | When Property > Administration > Property Preferences > Receiving > Authorize Temperature Validation and this box is ticked, temperatures must be between min and max amount configured in the Min/Max Temperature fields. |
| Temperature Min/ Temperature Max | Minimum and maximum temperatures for allowable temperature. |
| Subcategory Number | Number of subcategory assigned by the system. |
| Subcategory Name | Name of subcategory can be entered. |
| Layout | Legacy Adaco functionality, to be removed in a future release. |
| Image | Legacy Adaco functionality, to be removed in a future release. |
| Allowable Shelf life (Days) | Enables number of days allowable shelf life for a product when Property > Administration > Property Preferences > Receiving > Enable Shelf Life is ticked. |
Routing
| Field Name | Description |
| Route Builder |
Create and manage authorisation routing lists.
|
Units (Only available at CP if one exists)
| Field Name | Description |
| Units | Create and manage units of measure for requisitioning, ordering, recipes and inventory. Bespoke units can be configured by contacting Fourth. |
| EANUCC Units | Configured by Fourth Technical Consultants for specific Vendor integrations |
| Unit Conversion | Create and manage conversion ratios between units |
| Unit Hierarchy | Create and manage order in which units are shown when searching unit types |
Vendor Performance
| Field Name | Description |
| Rating | Create and manage Vendor ratings that are applied at receiving and can be reported on using the Vendor Performance Report. |
| Document Type | Create and manager Vendor Document Types. Vendor Documents can be uploaded against specific vendors and configured to send alerts prior to their expiry. |
Return Materials Authorization
| Field Name | Description |
| Return Reason | Create and mange Return reasons for posting return order. |
User Groups
| Field Name | Description |
| User Groups | Create User Groups and configure segments and access permissions. More information here: Purchasing and Inventory - Changing File Access Rights in User Groups. |
Nutrition
| Field Name | Description |
| Nutrient | Create and manage Nutrients for recipe building. |
| Nutrition Data | Allows User to import Nutrition Data from external database. |
Product Attributes
| Field Name | Description |
| Attributes Setup | Create and manage Attributes for retail products. |
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