Production Group Setup

Overview:

Production Groups are used to organize Recipe Items that you produce (Production Items) into groups that simplify data entry or enhance reporting. 

Things to know!

• This feature will only be accessible and visible to users who are given access to it. 
• Production Groups are not required.  They are helpful, however, for simplifying Production Worksheets and Production data entry. 
• A Production Item can be assigned to multiple Groups. 

Production Groups - Expanded Definition:

The Production Worksheet can print for a specific Production Group. The screen for entering Production can display for a specific Production Group. So if you would like to see only certain Production Items on the worksheet or entry screen, then you could create a Production group and assign those Items to this Group. 

Add or Edit Production Groups:

To add, review, edit, or delete Production Groups, navigate to Recipe & Sales>Setup>Production Groups.  Upon selection, a "Find Grid" similar to the one below will display a listing of all of your Groups:

The Add button at the top middle of the Find Grid is used to add a new Department that has not already been set up in your database. Clicking on this button will take you to the add Recipe  Department criteria display.

This is an Export button and it is located to the right of the “+” (“add new item”) button. This button will export all of the recipe departments in your database to an Excel spreadsheet.  The spreadsheet will appear on the bottom left of your display. Click on the spreadsheet to access it.

To add a new Production Group, select the blue Add button. To view or edit an existing Group, click the "Edit" button in the row of the Production Group name you wish to edit. To delete a Group, click the "Delete" button in the row of the Group Name that you wish to delete.

If you select to add or edit a Production Group, a screen like below will display.

Production Item Group Tab:

Item Group Name: Give your Production Item Group a name (required field)

Active: Active is the default setting for this field and Active is indicated by a checkmark. If you click on the box and remove the checkmark, the Group will become inactive, but can later be made active again.

Available to All Sites: The system default is to make a Group available to all of your Sites. If you want to assign a Group to only the Sites that apply, then click the box to remove the checkmark and a tab for assigning Sites to this Group will be made available. This option is only available if you are logged into your Company (versus a site). 

Items Tab:

Selecting the Items tab from the New or Edit Production Item Groups screen will display a screen like below:

Available and Selected: Listed under the Available column are all the Production Items that are available to be assigned to this Group, but have not been assigned. Listed under the Selected column are all the Items that have been assigned to this Group. To move an Item from one selection to another, check the box by the Item or Items you want to move and then hit the arrow direction < or > that you want to move them to.

Control the Order that Items Display or List: You can control the order that a selected Item will display or list within a Group. The key below is next to each selected item.  To move a selected item up or down in the list, click on the key below next to the item you want to move, hold the click, and move the Item up or down the list with your mouse. 

Sites Tab:

If you selected to assign this Production Group to specific Sites, then a Sites tab will be added. Click on the Sites tab a screen like the below will display:

Available and Selected: Listed under the Available column are all the Sites that are available to be assigned to this Group, but have not been assigned. Listed under the Selected column are all the Sites that have been assigned to this Group. To move a Site from one selection to another, check the box by the Site or Sites you want to move and then hit the arrow direction < or > that you want to move them to.

Save, Delete and Exit

At the bottom of the screen are the Save, Delete, and Exit buttons.

Save - Saves the entry or entries without exiting.

Delete - Deletes the Group. You will be asked, "are you sure"?

Exit -  Exits without saving any new entries or edits.