Connect 10.4

Connect 10.4 has a lot of new features so the notes are full of information.
See the summary of contents and click the section you want to read on, or just go through the whole document.
1. Event Types
2. Zendesk Widget
3. Par Levels
4. Event-based Par Levels
5. Codes (Barcodes and Lcs codes)
6. Multiple Barcodes for Modifiers
7. Suites
1. True Up Screen updated
1. Inventory Import.
2. Autocomplete settings (KDS) in Restaurant Mode.
3. Price Levels.


  1. Event Types [ps2id id=’event-id’ target=”/]
    -> A new section designed to create Event Type created in Connect > Events > Event Types
    -> The purpose of this page is to create/edit Event Types, define vendors that are associated with them and define the par levels

    1.1 Adding Event Type 
    – Click “Event Types” to create a new Event Type, which can be used for further Event configuration
     – “Add Event Type” window shows up

    – when successfully created, your Event is visible on Event Types list

    – if Event Type is Inventory and status = Active, you can click it to see more settings: 

    Name = a list of all vendors assigned to the Venue
    Par Level = the user can select the Low / Medium or High Par Level. The default is Medium. Users can have different par levels for different event types.  For more info – read on section 3 – Par Levels
    Open = a toggle that shows whether the vendor is Open or Close for the event type (when creating a new inventory event this would dictate the set of vendors that would be marked as Open (for creating Stand Sheets).
    1.2 Events -> Calendar : Adding Event Type to a regular Event
    – Event Types affect the ordinary (calendar) event creation. Now you can create an event using the calendar and assign it to the previously created event type.
    Go to Events > Calendar > Click a Date > Fill in the required fields and see the event type dropdown.

    Suite Event Types are vastly used in “Suites”
    a) Suites > Menus : while creating Menu, Event Type needs to be assigned.
    b) Suites > Delivery Schedules: while creating Delivery Schedule, Event Type also needs to be added. Delivery schedules can be assigned to only one event type. Likewise, event types can have only one delivery schedule.

  2. Zendesk Widget [ps2id id=’zen-id’ target=”/]
    Now, in case of any troubles, you can get straight to Zendesk support page via Connect.
    Go to Connect > click Help > click Help blue button again and go to Zendesk.

  3.  Par Levels [ps2id id=’par-id’ target=”/]
    Par Level allows to transfer the desired item’s quantity when creating Event and transferring items from the chosen Warehouse.

    For example, before the planned transfer, item’s quantity = 50. Then, when opening a new Event users selects par level = 200. When transfer is completed, the new quantity = 150 (par level 200 - current quantity 50 = 150). 

    1. Go to Inventory -> Setup -> and choose Vendor view
    2. Select/Add the inventory item that you want to create Par Level to. (Move to Inventory -> Items -> Inventory tab).
      and choose the item you want to update (click the gear button)
    3. Update the par level sections (low/medium/high) and save your changes.
    4. Result = Inventory Item is updated successfully.

    1. Go to Events -> Calendar -> Create Inventory Event
      ! Remember to set “Inventory Event” to YES at the bottom of the page.
    2. Go to Events -> Manage Events
    3. Choose your Event -> click on its status (should be “Created”)
    4. For Par Levels to work click the following:
      a) Bring items to par = YES
      b) Par warehouse = select the warehouse to import the needed items
      c) Vendors = include all or choose the Vendor/s that sell the desired items
      d) Choose the Par Level from the dropdown under the name of Vendor (by default Par Level = Medium).
      e) Click “Save” button to confirm the settingsSee my sample choice on the below screen:
      Appetize_ConnectPAR LEVEL = HIGH (so in my case that’s 70)
    5. You’re in Manage Events view. Click “Open” next to the desired event.
    6. Go to Inventory -> Transfers (the transfer from your Event would be with the most current Id). Click it to see the exact quantity that has been transferred.
      Appetize_ConnectWhy does it show “30.000 EA”?
      Take into consideration:a) The initial item’s quantity (40.000 ea) Appetize_Connect

    b) Par Level chosen for this event
    Edit_Post_‹_Appetize_Doc_—_WordPress Edit_Post_‹_Appetize_Doc_—_WordPress

    c) RESULT: when Transfer is completed: 70 – 40 (actual quantity) = 30


4. Event-based Par Levels [ps2id id=’level-id’ target=”/]

-> A new possibility that allows to inherit the previously configured Par Levels for Events. But first, Par Levels need to be set per Vendor and then per Event Type. 
-> This basically acts like a single-event override for the par level, if the user wishes to do so. 

How to set it?:

1. Open Connect -> Event Types -> Create or Edit the existing event type

2. Event Type -> “Enable Inventory” button = YES

3. Make sure that the created Event Type is Active

4. Then, click on the name of the created/edited Event Type and reach “Inventory” tab. Appetize_Connect5. Inventory tab allows to assign Vendors to a given Event Type and to set the Par Level. Zrzut_ekranu_2017-03-07_o_15_07_17Here, you can assign more than one Vendor to Event Type. Additionally, every Vendor can have a different Par Level chosen.

Note! If you set a Par Level to a vendor, it will be automatically assigned to the given event type. 

How to use Par Level next? Where & How do they help? 

Setting Par Levels becomes helpful when creating new Events. (! NOT Event Types).

  1. Go to Connect > Events > Calendar
  2. Choose Month & correct date
  3. Edit Event form opens. Fill in the required fields. 
    Don’t forget! In case of creating Inventory Event you need to set “Include Inventory event” to YES. 
  4. Choose the Event Type. The previously set Par Levels (from Event Type creation) will be inherited to the new event.
    Zrzut_ekranu_2017-03-07_o_15_25_155. Go to Events -> Manage Events view -> Click the newly created Event -> Edit Inventory Event -> go to Vendors section.
    Appetize_ConnectSee that Vendors have different Par Levels.
    Vendors: IzaK , sdk1 = Low par level (set by me per Event Type)
    Vendors: Rice, Fan5, B&Bhost = Medium par level (default par level = Medium)6. Changing Par Levels manually.
    If you’ve already set the par levels per Event Type, or simply, you want them to be changed for the newly created event – that’s easy.
    -> right-click “Include” below the Vendor you want to add to the event
    -> when Vendor is “included”, the par level dropdown list becomes active and you can choose the level you need
    -> when Vendor is “excluded”, the par level dropdown list is frozenZrzut_ekranu_2017-03-07_o_15_34_10
    7. ! Don’t forget to click the “Bring Items to Par” to YES. Otherwise, the Par Levels will not work.IMPORTANT!Changes in the event type should not affect events that have already been created, opened or closed! So if your Event (which has a given Event Type assigned) has ended, and you change par level settings per Event Type, it should not affect the past/existing event. When user changes an Event Type record it should not change any existing events. It should only be applied when new events are created.

5. Codes [ps2id id=’code-id’ target=”/]

-> A new tab on Connect that allows to add multiple barcodes and Lcs codes to items. 
-> For barcodes it is not possible to have the same barcode twice per venue. 
-> Lcs codes - can be duplicate per Venue.

To reach the new tab go to: Connect -> Items -> Codes

Barcode => that’s just a barcode set per item. Previously the value was entered in Details, and now it’s moved to “Codes” tab.
Lcs => Liquor Control System. That’s for codes set for alco items only. 


Adding Codes

  1. You’re on Codes page
  2. Click “Add code” button and fill in the necessary fields
    Code = the name of your Barcode / Lcs code
    Type: Barcode/ Lcs
    1. It’s not possible to have i.e. item and modifier with the same barcode
    2. The existing barcodes (from Item -> Details (Basic Information) page) have been migrated and are currently placed on Codes tab
  3. Repeat step no.2 to add another Barcode. The functionality is designed to support multiple Barcodes / Lcs codes per same item.

    6. Multiple Barcodes for Modifiers [ps2id id=’mod-id’ target=”/]

    That’s more or less same functionality as for items. The new page is called “Barcodes” and can be found in Items -> Modifiers -> Barcodes.

1. Items -> Modifiers -> create / update the existing modifier.
Appetize_Connect2. Go to “Barcodes” tab and click “Add Barcode” button.
Appetize_Connect3. Fill in the Barcode field (anything)

Zrzut ekranu 2017-03-07 o 16.57.50

1. It’s not possible to have i.e. item and modifier with the same barcode

7. Suites [ps2id id=’suites-id’ target=”/]

To set Suites and place  preorders you need proper Connect configuration.
In short: 

Vendor Role – Suites Enabled
Venue – Suites Enabled
Vendor – assigned Vendor Role with Suites Enabled
Items – Suite Item enabled
Item packages
Event type in Connect (assigned to a regular Calendar Event)
Settings > Suites
Suite Account
Suite is assigned to Suite Account
Delivery Schedule

  1. VENUE
    – Venue > Enable Suites = YES
    – When enabled, you can see the whole Suites Menu here:
    – create or update the existing Vendor Role capable of serving Suites.
    – if starting from scratch – go to Connect > Options > Vendor Roles > Add Vendor Role and then proceed as with usual V.Role creation.
    – most importantly, enable Suites for this Vendor Role (see below)
    – use the existing one or create a new Vendor
    – most importantly, assign Vendor Role with Suite Enabled to that Vendor
    Appetize_Connect– As a result, the Vendor is capable of assigning suites in Suites > Suites section
  4. Connect > Suites > Settings
    – fill in the required information.
    Appetize_ConnectPreOrder URL: external link used to make Suite Preorders
    ! It is possible to edit the URL, but when changed it will no longer work.
    If you want to use it, click the small pencil next to the URL and copy the link.
    Note! URL unique per venue. Customizing preorder urls are now prevented if Url is already in use by another Venue
    Phone/Email/Fax – used at invoicing and when sending receipts to customers after the event
    PreOrdering Cutoff – listed in days; For example, 1 day cutoff = placing PreOrders will be possible until 1 day before the event. 
  5. Then, go to Suites > Suites > Create
    Suite is like a Vendor placeholder. When Suite Vendor is assigned to Suite, all Vendor settings will be inherited. 
    Zrzut_ekranu_2017-02-21_o_12_26_41When Suite is created, you can:
    Delete the entry
    Activate / Deactivate the entry
    Click on a created Suite: change Name / change the assigned Vendor
    After that, for each Venue that wants to use Suites you need to create a correct event type.
    To do it go to Connect > Events > Event Types and click the blue CREATE button.Appetize_Connect
    When your Event Type is created, it is visible in the Event Types’ table.
    Appetize_ConnectNext, you need to create a future Event for PreOrdering and assign Suite Event Type to it.
    a) To create a new Event go to Connect -> Events -> Calendar
    b) Select a date & time -> click on a date
    c) Fill in the required fields
    d) most important! Choose Suite Event Type
    e) Save your changes

    In order to add some items to Suites Menu, they need to be enabled for Suite sales. You can either add a new item and follow the usual item creation or use the existing item.
    If you already have some items created, go to Connect > Items > Details > Detailed Information > Suite Item = YES
    Note! When modifier is added to item, it is obligatory when placing preorder. 
    Item is labelled Suite Item = YES
    Then, you go to this Item > Modifiers and add a modifier => it becomes mandatory for Suites Sales.
    Appetize_ConnectItem > Modifiers > Quantity
    When you set some quantity on a modifier, i.e. Ketchup, quantity = 2. For every preorder with this modifier, 2 ketchups are mandatory to purchase. 
    – Suites-related Item feature
    – Available on Connect > Items > Item Packages
    – Item Package is a combination of items that will be sold as one unit. For example, you can add there Cheeseburger x2 + Pizza Slice x2 + 2 Sodas and name it as “PartyBox1”
    – The choice of items available for Item Packages is not limited to those with Suites Enabled. You can browse through all items available for your Venue
    – Quantity indicates how many items will be put in a single package



– To be able to make a Suite Order, you need to create Menu(s)
– go to: Connect > Suites > Menus and click the CREATE button


Name = your Menu name, i.e. “Menu1”
Event Type = choose from the previously created (see point 6)
Food / Drink = categories, you can browse through them to add some items or item packages that will become available for this Menu
(single items that are available here are those that have Suites enabled)
“PartBox1” = my item package. Item Packages are always assigned to Suites automatically.
PreOrder Price = can be updated for preordering. This price specifies the price a customer will pay when creating an order on the PreOrder website
InSuite Price = can be updated for Suites orders (orders made on the date of the actual event). For example, the preOrder price is lower and InSuite price is a bit increased. The InSuite price is the price clients pay for the same item while making a purchase at the event, using Activate
Assigned/ Unassigned = decide which items / item packages you want to add to that menu.
Save = click to confirm the changes.

When your Menu is created, you can:
Appetize_ConnectChange status: Active / Inactive
Delete: Delete permanently

Click on the “MainMenu” entry and edit everything (name, Event Type, assigned items and their prices)


Delivery schedules are a collection of times during an event a customer can have their PreOrder items delivered. The “Sequence” doesn’t refer to priority, but rather the order in which the delivery times are presented and the order in which items are delivered during the event

 – Go to Connect > Suites > Delivery Schedules > click CREATE button
Appetize_ConnectName = type the name of your delivery schedule
Event Type = choose from the previously created Event Types (see point 6)
Sequence = prioritize your delivery/ies
Appetize_ConnectSave = click to confirm your changes

Delivery Schedules are shown in the preorder website



– Suite Account is an individual account of a company that wants to make a Suite purchase for a given event type.
– This account needs to be assigned to a given event type to have access to this Suite. But first, basic Suite Account info needs to be added

Connect > Suites > Suite Accounts > Create
Appetize_ConnectFill in the required fields (all) and confirm with the “Save” button.
Then, your Suite Account is created and consists basic information.

Once you click your Suite account, assign the correct Suite so that the account has access to it.

a popup window that asks for assigning an Event Type should show up
Appetize_ConnectThen, go to “Users” tab to add user
Appetize_Connectand then, fill in the required data: name / email / account type : primary, admin, guest -> for now it does not have any functionality. The created account is, by default, an admin account.
Appetize_Connectaccess pin =  is meant to be used in Activate to verify a user before they place their order

– that’s an editable list of units created for modifiers (see point 7)
– to see the created prod. units go to Suites > Production Units
Appetize_ConnectPossible actions:
– click “Delete” to get rid of unit(s) permanently
– click “Add Unit”

– Then, you can add the already created/new unit(s) to modifier here: Connect > Items> Modifiers

When the above steps are completed, your preordering site should be ready to use! 

13. Log into preordering url and generate login credentials.
There are a couple steps to generate login credentials.
1. The first step is to create a Suite User in Suites > Accounts > [Your selected account] > Users. You’ll add the user’s email here.

 2. If the user is already registered with us, they’ll receive an email notifying them they’ve been enabled for preordering for this new venue. They will login to the PreOrder website using their existing password.
3. If the user is new, we don’t have their password yet. They’ll need to follow the link provided in the email to set their password. Once on the PreOrder website, the process of creating a “New” password is identical to the “Forgot Password” process.
Example of the “Set Appetize Password” PreOrdering screen



1. True Up Screen updated. [ps2id id=’chan-id’ target=”/]

a) The True Up count screen allows the user to enter a value for any unit – Purchase, Inventory and Sales.
The screen calculates the total quantity based on the conversion factors set up on the item. 
and then – you type the numeric values in the above boxes. The “Actual Count” gets filled in automatically.
Example: Purchase Unit = Case, Inventory Unit = Each (24 per Case), Sales Unit = Each (ea)
* User enters count of 4 for the Purchase Unit and 11 for the Inventory Unit.
* The system should calculate the total of 107 when displaying the count and saving

Fixed: [ps2id id=’fi-id’ target=”/]

  1. Inventory Import.
  2. Autocomplete settings (KDS) in Restaurant Mode.
  3. Price Levels updating on Activate.