Adaco: Super User Training Follow-up 'Homework' – Fourth & HotSchedules Customer Success Portal

Overview

This article contains 'homework' tasks intended to support users who have recently completed Super User training for the Adaco product. Each task is summarised, along with links to relevant knowledge articles.

For users who have recently completed 'Admin' training, please see Adaco: Admin Training Follow-up 'Homework'.

Tasks

Property Setup

For System Administrators.

This is done to ensure that the correct Locations, Accounts, Categories, Approval Routes, Rates are set up within the Property. Also covers User Groups, Nutrition and Product Attributes.

For guidance, please see Adaco: Property Setup

Property Administration

For System Administrators.

This is a finer level of Property-level configuration, to ensure that current business practices are adhered to.

Approvals

For Property Administrators and applicable Department Managers.

A review of Approval processes in the system and the different elements that can be approved (Vendors, Products, Recipes, Purchase Requisitions, Projects)

Adaco: Creating an Approval Route
Adaco: Using the Requisition Center
Adaco: Product Approval Process
Information on role-based Approvals can be found in this release note - Release Notes: Adaco 4_6_98

Quotations

For Property Administrators and Purchasing Teams.

Maintain Guides

For Property Administrators, Purchasing Teams, applicable Department Managers.

How to add products to an Outlet Guide so that they appear on the Inventory sheet and Outlets can only have products that they should be holding. Assigning Accounts, editing Guides, printing Inventory sheets.

Adaco: Guide Details

Template Creation and Management

For Property Admins, Department Managers, Purchasing Managers.

Creating Templates (a predefined list of Products to requisition) and how to remove or add Products once created. Assigning who has access to use the template and who can edit it. Editing and printing Templates.

Budget and Forecast Management

For Property Administrators, Finance.

How to load a Budget, Forecast or Plan, and how to manage them in Checkbook Maintenance.

Requisitions

Property Administrators, Purchasing Manager, Department Managers.

How to create different requests for goods, whether they be internal (between 2 Outlets or 2 different Properties) or purchases to a Vendor, both from new and from a Template.

Purchasing

For Property Administrators, Purchasing Teams.

Process of converting a Purchase Requisition into a PO (and merging PRs), what to do if a Return is needed and how a PO can be created without a Requisition.

Receiving

For Property Administrators, Purchasing Teams.

How to receive a PO, add the Invoice to the Receiving, what to do to create a Return, and how to handle a Credit Note. Also, receiving multiple Receivings and applying Rates.

Inventory Management

For Property Administrators, Purchasing Teams, applicable Department Managers.

Inventory Cycle

For Property Administrators, Finance.

Review the different types of Inventory in the system (period and interim) and their applicable usage. Assigning these to the correct periods and how outlets can be included or excluded:

Physical Count

For Property Administrators, Finance, applicable Department Managers

How a physical count is entered into the system and what reports can be viewed during and after the Inventory process. Ideally will be in a position to enter the December year-end Inventory into Adaco as the opening Inventory for January.

Inputting and revising count figures (enter last period counts if possible):

Adaco: Import and Export of Inventory Counts

Scanner software installation and usage:

Recipes

For Property Admin, Departments who will build Recipes.

How to build Recipes, Recipe management, Recipe reports.

Creation and management: https://fc.force.com/customer/s/article/Purchasing-and-Inventory-Creating-a-Recipe