Overview
We are consolidating and streamlining a broad set of purchasing and inventory-related alerts and actions into the Manager iQ App, providing managers with a single, smart interface to stay informed about their operations and make timely, confident operational decisions. These alerts are available to all Fourth Inventory and MacromatiX customers (unless otherwise noted).
Contents
- Allergen Update - Action
- Pending Delivery Due - Action
- Missing PLUs - Alert
- Negative Stock - Alert
- Excessive Wastage - Alert
- Item Availability - Alert
- Period Stock Results Summary - Alert
- Sales Item Unavailability (86) - Alert (MacromatiX customers only)
- Cancelled/Rejected Delivery - Alert (MacromatiX customers only)
Allergen Update - Action
When this action happens:
When the allergen risk of an ingredient is increased, either to "may" or "does" contain, which is included in at least one recipe used in a location, users within that location will be notified.
Why it matters:
Your customers need to know which allergens are in your dishes. As these change, you must make sure your staff have the latest information.
What you will see:
A critical Action showing the ingredient, the allergen and a list of impacted recipes from your location.
What you need to do:
You should ensure that all of your team are aware of the new allergen content so that they can properly inform your customers. You should then click to confirm that you have informed your staff.
Pending Delivery Due - Action
When this action happens:
When a new order is created, either in Inventory or in the Ordering App, a new Action will be created.
Why it matters:
Posting deliveries promptly ensures that the actual stock on hand is accurate and helps you maintain optimal stock counts.
What you will see:
An Action showing the supplier name, the order number and the expected delivery date
What you need to do:
Receive the delivery to ensure that the stock on hand is accurate. Using the Receive Delivery button, you will be taken to the pending delivery in the Receiving App, from where the details of the delivery can be recorded. Once the delivery has been marked as received, the action will be closed.
Note: Receiving the delivery in the Inventory application will also close the action, but we recommend using the Receiving App.
Missing PLUs - Alert
When this alert happens:
When sales are received from your POS which contains sales of PLUs which are not associated with an item in Inventory.
Why it matters:
By mapping PLUs to the appropriate sales items, you ensure that you properly track inventory and reduce unexplained variances.
What you will see:
An Alert showing any PLUs received that are not associated with an item in Inventory as well as the quantity sold in the current period.
What you need to do:
If the PLU is for an inventoried item, then the PLU should be assigned to an appropriate item within Inventory. This will ensure that appropriate stock deductions are made for such sales. If the PLU does not relate to inventoried items, for example, you may have a PLU for "Medium Rare", then it can be marked as ignored in Inventory. Marking a PLU as ignored will prevent future alerts for that PLU.
Negative Stock - Alert
When this alert happens:
When sales are received from your POS, which results in a negative stock on hand of one or more ingredients.
Why it matters:
A theoretical negative stock on hand suggests that either deliveries of these items have not been properly recorded, or they are not being used in preparation as specified in the recipes. Ensuring accurate stock on hand is vital to suggested ordering, prep and production and closing the period.
What you will see:
An Alert showing any products/ingredients that have a negative stock on hand.
What you need to do:
Firstly you should check that the items listed are actually being purchased. If you have one ingredient listed in your recipe but are actually purchasing and using an alternative ingredient then this will result in inaccurate, and negative, stock on hand. If this is the case ensure that either the recipe, or your purchase lists are updated to ensure that what you buy is the same as what you use.
If the ingredients are being correctly utilised in recipes then ensure that all transactions for the items have been posted. If there are outstanding pending deliveries, requisitions or transfers this can result in negative stock.
Excessive Wastage - Alert
When this alert happens:
When the value of wastage recorded, as a percentage of revenue, exceeds the pre-determined wastage threshold
Why it matters:
Excessive wastage directly impacts your profit. The threshold has been set to balance availability and profit
What you will see:
An Alert showing the amount of wastage recorded both as a cash amount and as a percentage of revenue. You will also see the pre-determined acceptable wastage threshold.
What you need to do:
Review the wastage transactions in more detail to identify which items are being wasted and why. If necessary, adjust the purchasing and stock on hand levels to reduce wastage to an acceptable level.
Item Availability - Alert
When this alert happens:
When the forecast consumption of one or more ingredients exceeds the forecast stock on hand before the next available delivery. By "next available delivery", we refer to the next delivery for which the order cut-off time has not yet passed. i.e. the next delivery over which you still have control.
Why it matters:
Unavailability impacts profitability, guest satisfaction and your brand.
What you will see:
An Alert showing any items that are forecast to run out of stock before the next available delivery. You will also see the forecast stock requirement, the current stock on hand and the date of the next available delivery.
What you need to do:
As these items are forecast to run out of stock prior to the next available delivery you should look at alternative supply for these, or similar items. Additionally you may want to adjust recipe content to use alternative products or quantities to avoid an out of stock situation.
Period Stock Results Summary - Alert
When this alert happens:
On a pre-determined time each day, the alert will be generated to include any locations whose period ended at midnight the previous day. i.e. on Monday the alert would contain details for any locations that end their period on Sunday night.
Why it matters:
As an area or operations manager overseeing multiple locations it is important to be aware of which locations have not yet completed their period end according to expectations. For those that have completed their period end being able to see a summary of the top and bottom performers allows a manager to focus attention on the right locations.
What you will see:
An Alert showing how many locations have closed their period and which locations have not yet closed their period. Where there are 6 or more locations that have closed their period, you will see the top 3 and bottom 3 location results. This is based on how close the actual result is to the theoretical / expected result. Where there are 5 or fewer locations with results, all will be shown.
What you need to do:
Locations that have not yet closed their period should be contacted and encouraged to close their period. Locations that have lower-than-expected results should be reviewed to see where improvements can be made.
Sales Item Unavailability (86) - Alert (MacromatiX customers only)
When this alert happens:
This alert is triggered when required ingredients for sales item recipes are identified as at risk of running out of stock. The risk is calculated based on current on-hand and on-order quantities compared to forecasted demand. It is sent to store managers so they can take timely action.
Why it matters:
Running out of key ingredients can lead to unavailable menu items, customer dissatisfaction, and lost sales. Proactive management helps maintain service quality and revenue.
What you will see:
An alert notification showing:
- The impacted sales items and their recipes
- The ingredient(s) at risk
- Current stock levels and on-order quantities
- Next scheduled delivery date for the ingredient(s), if available
What you need to do:
- Review the alert details to confirm which items are at risk
- Take corrective action—such as adjusting orders, transferring stock from nearby locations, or updating the menu
- Confirm resolution in the system to ensure accurate tracking
Cancelled/Rejected Delivery Alert (MacromatiX customers only)
When this alert happens:
This alert is triggered when a supplier rejects a supply order that was placed. The alert is sent to store managers so they can respond quickly.
Why it matters:
Rejected deliveries can disrupt operations and lead to stock shortages, impacting menu availability and customer satisfaction. Immediate action helps minimize service interruptions and maintain supply continuity.
What you will see:
An alert notification showing:
- The rejected order details (order number, supplier, delivery date)
- Any reason provided by the supplier
What you need to do:
- Review the rejection reason and assess the impact on your store’s inventory
- Contact the supplier or take corrective action—such as placing a new order or sourcing from an alternate supplier
- Update the system to reflect the resolution and ensure accurate tracking
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