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
1. True Up Screen updated
1. Inventory Import.
2. Autocomplete settings (KDS) in Restaurant Mode.
3. Price Levels.
- 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.
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.
- 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).
3.1 PAR LEVELS – SETTINGS
- Go to Inventory -> Setup -> and choose Vendor view
- 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)
- Update the par level sections (low/medium/high) and save your changes.
- Result = Inventory Item is updated successfully.
3.2 HOW PAR LEVELS REALLY WORK (EVENT LEVEL)
- Go to Events -> Calendar -> Create Inventory Event
! Remember to set “Inventory Event” to YES at the bottom of the page.
- Go to Events -> Manage Events
- Choose your Event -> click on its status (should be “Created”)
- 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:
PAR LEVEL = HIGH (so in my case that’s 70)
- You’re in Manage Events view. Click “Open” next to the desired event.
- 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.
Why does it show “30.000 EA”?
Take into consideration:a) The initial item’s quantity (40.000 ea)
c) RESULT: when Transfer is completed: 70 – 40 (actual quantity) = 30
30 IS THE FINAL AMOUNT THAT HAS BEEN TRANSFERRED FROM THE CHOSEN WAREHOUSE TO THE EVENT
- Go to Inventory -> Setup -> and choose Vendor view
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
4. Then, click on the name of the created/edited Event Type and reach “Inventory” tab. 5. Inventory tab allows to assign Vendors to a given Event Type and to set the Par Level. Here, 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).
- Go to Connect > Events > Calendar
- Choose Month & correct date
- 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.
- Choose the Event Type. The previously set Par Levels (from Event Type creation) will be inherited to the new event.
5. Go to Events -> Manage Events view -> Click the newly created Event -> Edit Inventory Event -> go to Vendors section.
See 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 frozen
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.
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.
- You’re on Codes page
- 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
- 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. 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.
SUITES ENABLED ON:
Vendor Role – Suites Enabled
Venue – Suites Enabled
Vendor – assigned Vendor Role with Suites Enabled
Items – Suite Item enabled
Event type in Connect (assigned to a regular Calendar Event)
Settings > Suites
Suite is assigned to Suite Account
– Venue > Enable Suites = YES
– When enabled, you can see the whole Suites Menu here:
- VENDOR ROLE
– 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
– As a result, the Vendor is capable of assigning suites in Suites > Suites section
- Connect > Suites > Settings
– fill in the required information.
PreOrder 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.
- 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.
When Suite is created, you can:
Delete the entry
Activate / Deactivate the entry
Click on a created Suite: change Name / change the assigned Vendor
- EVENT TYPE
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.
When your Event Type is created, it is visible in the Event Types’ table.
Next, 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
- ADDING ITEMS
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 = YESMODIFIERS
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.
Item > 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.
- ITEM PACKAGES:
– 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.
Click on the “MainMenu” entry and edit everything (name, Event Type, assigned items and their prices)
10. DELIVERY SCHEDULE
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
Name = type the name of your delivery schedule
Event Type = choose from the previously created Event Types (see point 6)
Sequence = prioritize your delivery/ies
Save = click to confirm your changes
Delivery Schedules are shown in the preorder website
11. SUITE ACCOUNTS
– 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
Fill in the required fields (all) and confirm with the “Save” button.
Then, your Suite Account is created and consists basic information.
a popup window that asks for assigning an Event Type should show up
Then, go to “Users” tab to add user
and 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.
access pin = is meant to be used in Activate to verify a user before they place their order
12. PRODUCTION UNITS
– that’s an editable list of units created for modifiers (see point 7)
– to see the created prod. units go to Suites > Production Units
– click “Delete” to get rid of unit(s) permanently
– click “Add Unit”
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.
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=”/]
- Inventory Import.
- Autocomplete settings (KDS) in Restaurant Mode.
- Price Levels updating on Activate.