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    Adaco: Property Setup: Categories, Routing and Units

    Overview

    This article will explain the Categories, Routing and Units fields within Property Setup in Adaco (formerly Purchasing & Inventory). To see other articles on Property Setup, please go to Adaco - Property Setup.

     

    Categories

    • Go to Property > Setup > Categories (see Fig.1)

    fIG.1.png

    Fig.1 - Categories in Property Setup menu

    The menu will show a number of options under the Categories heading.
    Table.1 - Description of Categories fields
    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 subcategories. (See Fig.2 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.

    Please 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.


    Category Details

    • Go to Categories > Category Details  
    User-added image 
    Fig.2 - Category Details

    Table.2 - Description of 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:
    • Product
    • Outlet
    • Recipe
    • Project
    • System
    • Event
    • Receiving
    • Menu Component
    Approval Required Enforces approval flag upon creation of product within marked Category
    Has Allowable Temperature When Property > Administration > Property Preferences > Receiving > Authorize Temperature Validation 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 subcategories assigned by the system
    Subcategory Name Name of the subcategory can be entered
    Layout Legacy P&I functionality to be removed in a future release
    Image Legacy P&I 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

    Table.3 - Routing description

    Field Name Description
    Route Builder

    Create and manage authorisation routing lists.

    For each user, a role must be specified.
    For each user, the roles available are dependent on that user’s highest role.
    For requisition routes and for project routes, the last user(s) in the list must have the role Final Approve.

    Adaco: Creating an Approval Route


    Units

    (Only available at CP if one exists)
    Table.4 - Units description

    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

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