This article will explain the Categories, Routing and Units fields within Property Setup in the Purchasing & Inventory (P&I) module (also known as Adaco). To see other articles on Property Setup, please go to Adaco - Property Setup.
- Go to Property > Setup > Categories (see Fig.1)
Fig.1 - Categories in Property Setup menu
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.
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.
- Go to Categories > Category Details
Fig.2 - Category Details
Table.2 - Description of Category Details
|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|
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 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|
Table.3 - Routing description
Create and manage authorisation routing lists.
For each user, a role must be specified.
(Only available at CP if one exists)
Table.4 - Units 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|