Set Up Product Control Tracking in the Portal
Product Control Tracking requires three tabs to set up for use:
1. Menu Items
- It is required to set up each menu item to track.
- Determine the required and optional information for each menu item used to record prep, waste, and reports.
- Unit type - Measurement of menu items tracked
- 1/1 Ratio - Each label printed records one menu item prepped
- Cost of Goods - Cost to produce one menu item (optional)
- Royalty - Percentage paid to third party for one menu item (optional)
- Barcode - Used to scan waste tracking (requires scanner)
2. Settings
- Set the default method staff will use to record waste for menu items on the App Product Control Defaults setting if not using manual recording method.
- Barcode - Scan barcode to record waste (requires scanner)
- QR Code - Scan auto-generated QR code from the Print ID feature (requires scanner)
3. Printer Profiles
- Add features to print on labels from the Layout Designer for prep and waste recording
- Text Group
- Product Control Prepped Qty - Prints the number of menu items prepped on the label
- Other Group
- Barcode
- Print ID - Auto-generated QR code linking the date and time of print to prep
- Text Group
Set Up Menu Items
1. Log in to the portal at www.datecodegenie.com using the recommended browser. See What Internet Browser Should I Use To Access My DateCodeGenie® Portal?
2. Click on the Menu Items tab on the side bar.
3. Click the Edit button (pencil icon) for a menu item or create a new item, see What is a Menu Item and How Do I Add or Edit?
4. Scroll down and click the Product Control checkbox to set the item to track and see the additional settings.
5. Select the Unit Type from the dropdown list for the measurement of the menu item.
6. Click the Auto Set 1/1 Ratio checkbox if the menu item will be tracked by printing 1 label for 1 prepped item. Leave unchecked if the menu item will be tracked by printing 1 label and the prep quantity will vary.
7. Add a monetary value (no currency symbol required) to the Cost of Goods field, and a percentage to the Royalty field if needed.
8. Click Save Changes.
Set Default Scanning Method
If using barcode or Print ID, take the following steps to set how waste will be tracked:
1. Go to the Settings tab on the side bar.
2. Scroll down to App Product Control Defaults and select your preferred scanning method from the dropdown menu, barcode, or QR code (Print ID).
NOTE
Selecting Both from the dropdown list will require staff to select Barcode or QR Code on the app to scan waste.
3. Scroll to the top of the page and click Save.
Set Up Printer Profile
1. Click on the Printer Profile tab on the side bar.
2. Click the Edit button (pencil icon) from a Printer Profile to edit, or add new Printer Profile. See How to Add Labels Using Printer Profiles.
3. Scroll down and click the Layout Designer button to open the Layout Designer window.
4. Locate any features needed from the Features section, on the left hand side, and drag and drop onto the label in the middle label preview section.
a. Text Group - Product Control Prepped Qty
TIPS & TRICKS
Add to prep labels when menu items are not recorded with a one to one ratio for a visual on the label of the total quantity prepped.
b. Other Group - Barcode or Print ID
WARNING
Be sure to select the Print ID feature if using an auto-generated QR Code to track waste.
NOTE
- When placing more than one scannable feature on a label such as barcode, QR Codes or Print ID, allow enough space between each feature to scan properly.
- Size of Print ID feature area on label preview cannot be reduced due to consistent ability to scan.
5. Click Save Changes button.
For additional assistance, see Contact & Support