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Aloha Feature Focus:
Quick CountTable of ContentsAbout Quick Count.................................................................................................................. 2Configuring Quick Count......................................................................................................... 3
Defining Quick Count Tracking Items .................................................................................. 3Associating Tracking Items to Menu Items .......................................................................... 5Selecting Items to Project .................................................................................................... 7Enabling Quick Count and Building the Projections Database ............................................ 8Allowing Access to Quick Count Functions........................................................................ 10Adding Quick Count Buttons to FOH Panel ....................................................................... 11Enabling the Quick Count Report to Print at EOD ............................................................. 15Interfacing with Video Display Systems ............................................................................. 17Refreshing Data ................................................................................................................. 19
Using Quick Count ................................................................................................................ 20Accessing FOH Quick Count Screens ............................................................................... 21Entering Opening Counts................................................................................................... 23Entering Add Counts.......................................................................................................... 24Entering Usage Counts...................................................................................................... 25Entering Waste Counts ...................................................................................................... 26Entering Closing Counts .................................................................................................... 27
Reporting Quick Count.......................................................................................................... 28Quick Count Report ........................................................................................................... 28Product Projections Report ................................................................................................ 29
Version History ..................................................................................................................... 32
Page 1
About Quick Count
Quick Count enables restaurants to track usage of inventory items and to review historical sales informa-tion by product. It is usually reserved for high cost items that tend to shrink and have a short shelf life.Once you define the ingredients to track every time you sell the associated menu item, you can perform thefollowing functions:
• Enter the daily opening count for an item, or let the system calculate it for you after you enter the first initial count.
• Enter the daily delivery and waste counts for an item. • Enter the daily usage count for an item.• Enter the closing count for an item, or let the system calculate it for you based on the Opening,
Add, Waste, and Usage counts.
As you accumulate history, the Product Projection report enables you to monitor historical sales informa-tion by product. This report is highly valuable when determining how many items to prepare.
Differentiating Between QuickService and TableService
Although the images used in this document are all from QuickService, the Back-of-House (BOH) configu-ration elements are the same for both QuickService and TableService, except where noted. The major dif-ference between the two programs is that you must create buttons related to Quick Count, in QuickService,but these buttons become available in TableService when you enable the feature.
Aloha Quick Count at a GlanceCore Product Aloha QuickService and Aloha TableService
Separate License Required? Yes
Other References Aloha QuickService Manager’s Guide; Aloha QuickService Ref-erence Guide; Aloha TableService Manager’s Guide; Aloha TableService Reference Guide
You must have Quick Count enabled on your Aloha HASP key to use Quick Count functions.
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Configuring Quick CountThis section details the configuration requirements for Quick Count. You must access several functions tocomplete the configuration. If you are an experienced user, refer to Procedures at a Glance for abbreviatedsteps. If you prefer more detail, continue reading this document.
Defining Quick Count Tracking Items
Define items that the restaurant counts for inventory purposes as tracking items. You can dictate wheretracking items display, such as the FOH Quick Count report and count screens. You can also make a spe-cific tracking item automatically update when used, and define a priority for the item when it displays inthe video summary cell.
Procedures at a Glance:
If you are viewing this document using Adobe Acrobat Reader, click each link for detailed informationregarding the task. Click Previous View to return to this location and proceed to the next step.
1. Access Maintenance > Quick Count > Tracking Items to define items you want to track and dis-play on Quick Count screens.
2. Access Maintenance > Menu > Items > Quick Count to associate your tracking items with their respective menu items to deplete from inventory when you sell the menu item.
3. Access Maintenance > Quick Count > Projection Items to define items you want to project and use for the Product Projections report.
4. Access Maintenance > Store Settings > Quick Count to enable Quick Count and build the projec-tions database for the Product Projections report.
5. Access Maintenance > Labor > Access Levels and select ‘Quick Count’ for access levels that need to use Quick Count functions.
6. For QuickService operations, access Maintenance > Menu > Panel Editor to add Quick Count function buttons to a panel. For TableService, you can access Maintenance > System > Floor Plan > Panel Editor to add Quick Count function buttons to a floor plan screen or use the hard-coded screens accessed from the Working with Tables screen.
7. Access Maintenance > Store Settings > System > End of Day and select ‘Quick Count’ to enable the system to print the Quick Count report when the End of Day runs.
8. When using Aloha Quick Count and interfacing with a video display system, access Maintenance > Menu > Items > Miscellaneous to define items to display on the video summary cell or access Maintenance > Hardware > Video Queues to define specific queues to display items on the video summary cell.
9. Access Utilities > Refresh Data to update the information on the FOH terminals, or wait for the End-of-Day (EOD) process to accomplish the data refresh for you.
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To define tracking items:
1. Select Maintenance > Quick Count > Tracking Items. The Tracking Items function tab is iden-tical in the Aloha QuickService and TableService products.
2. Type an unused number in the ‘Tracking Item’ drop-down list and press Enter.3. Type the description to appear on reports for the tracking item.4. Type the text to appear on the kitchen video summary cell, when using the Video Display Systems
add-on in ‘Short Name.’5. Select FOH Quick Count Report if you want the tracking item to appear on the FOH Quick
Count report. Press the Report Quick Count button in the FOH to access this report.6. Select Auto Depletion and Replenishment to automatically adjust the selected item’s sale and
void counts based on sale, void, and refund quantities of the associated menu items (composite tracking items). Use this for your ‘Open Counts,’ and ‘Close Counts,’ but you must still enter your ‘Add Counts,’ ‘Waste Counts,’ and ‘Usage Counts’ because the system cannot determine these values and automatically deplete and replenish.
7. Select Show on Tracking Summary to enable the tracking item to display on the kitchen video summary cell. This setting enables the ‘Priority,’ ‘Video Groups,’ and ‘Show if Item is not in Queue’ settings, when using the Video Display Systems add-on.
8. Select the sorting priority for displaying the item in a video summary cell and printing on the kitchen chit, if necessary. The priority level ranges from 01 to 255, with 01 as the highest level and 255 as the lowest level. A high priority item appears above a lower priority item.
9. Select the video group to which to display the tracking item, if necessary. Related Options: Click Video Group to access the Video Group function tab and create a new video group, if necessary. Changing a video group changes the video group for all items to which it is assigned.
10. Select Show if Item is not in Queue, to enable the tracking item to display in the summary cell of the selected video group, whether the menu item appears in that cell or not.
11. Select Open Counts if you want the tracking item to display on the Open Counts screen, when you press the Opening Counts button, allowing you to enter the opening count for the item. Related Options: Enter open counts manually or allow the system to automatically track the item with the ‘Auto Depletion and Replenishment’ feature. If manually entered, open counts are the
Figure 1 Tracking Items Function Tab
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existing item inventories at the start of the business day. If automatically calculated, opening counts are the same as your closing counts on the previous business day.
12. Select Add Counts if you want the tracking item to display on the Add Counts screen when you press the Add Counts button, allowing you to enter add counts for item deliveries for the restaurant to add the count to inventory.
13. Select Usage Counts if you want the tracking item to display on the Usage Counts screen when you press the Usage Counts button, allowing you to enter usage counts. Usage counts refer to items that you use, such as donations to the local school or employee meals that are free, but do not sell or enter through the POS in the FOH.
14. Select Waste Counts if you want the tracking item to display on the Waste Counts screen when you press the Waste Counts button, allowing you to enter waste counts for items thrown away or unused, such as over-production and spoilage.
15. Select Close Counts if you want the tracking item to display on the Close Counts screen when you press the Close Counts button, allowing you to enter closing counts, or allows the system to auto-matically calculate the closing count based on the other counts for the day. Close counts are the existing item inventories at the close of the business day and they roll over to the following busi-ness day for the opening count.
16. Click Save and exit the Tracking Items function.
Associating Tracking Items to Menu Items
Associate the tracking item or composite tracking item in the system with multiple tracking items using theMiscellaneous tab located in Maintenance > Menu > Items. The system counts every tracking item associ-ated with a menu item each time you select the menu item in the FOH.
SCENARIO: A menu item called ‘Big Burger’ might have the following ingredients defined as trackingitems: Beef, Bun, Tomato, and Lettuce. You use a unit of measure, such as units, lbs, oz, or cup, to countthese ingredients, therefore, one ‘Big Burger’ uses 1 Beef Patty, 1 Bun, 1 Tomato Slice, and 1 Oz. Lettuce.
To associate a tracking item to menu items:
1. Select Maintenance > Menu > Items. 2. Select the menu item from the ‘Number’ drop-down list and press Enter.
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3. Click Quick Count, located on the bottom right corner of the tab to display the Quick Count Tracking Items dialog box. The Quick Count Tracking Items dialog box is identical in the Aloha QuickService and TableService products.
4. To associate a tracking item to the menu item, select the desired tracking item from the Tracking Items list box and click Add. The tracking item moves to the Added Tracking Items list box and is associated with the menu item.
To add more than one tracking item at a time, hold down Ctrl and use the mouse to select multiple items.
Note: All items defined in Maintenance > Quick Count > Tracking Items appear in the TrackingItems list. A list of tracking items already associated with the menu item appear in the AddedTracking Items list. Add only the modifiers for the menu item you want to track.
To disassociate a tracking item from the menu, select the desired item from the ‘Added Tracking Items’ list box and click Remove. The tracking item moves to the ‘Tracking Items’ list box and is disassociated from the menu item.
To disassociate more than one tracking item at a time, hold down Ctrl and use the mouse to select multiple items.
Figure 2 Quick Count Tracking Items Dialog Box
Quick Count Page 6
5. Select the tracking item from the ‘Added Tracking Items’ list box, if it is not already selected, and click Update. The Composite Recipe dialog box appears.
6. Type the usage quantity for the composite recipe, to indicate the quantity that applies to the selected composite tracking item. If the unit of measure is one patty, enter the ‘Usage Quantity’ as ‘1.0000’. If the unit of measure is pounds and the quantity used for the composite tracking item is less than one pound, for example a 1/4 lb hamburger, enter the ‘Usage Quantity’ as .25000.
7. Click OK to return to the Quick Count Tracking Items dialog box. 8. Repeat steps 5 through 7 for each item in the ‘Added Tracking Items’ list box.9. Select FOH Quick Count Report to display the associated menu item on the FOH Quick Count
report. Press the FOH Quick Count Report button to access this report.10. Select Auto Depletion and Replenishment, if necessary, to automatically adjust the selected
menu item’s sale and void counts based on the sale, void, and refund of the associated menu items (composite tracking items). Use this for your ‘Open Counts,’ and ‘Close Counts,’ but you must still enter your ‘Add Counts,’ ‘Waste Counts,’ and ‘Usage Counts’ because the system cannot determine these values and automatically deplete and replenish.
11. Select the count screens on which you want the item to appear:12. Click Save.13. Repeat the procedure for each menu item you want to track.
Selecting Items to Project
Select the tracking and menu (composite) items you want to project and appear on the Quick Count FOHProduct Projection report.
Figure 3 composite Recipe Dialog Box
You must establish a usage quantity for each tracking item, as it pertains to the menu item.
Quick Count Page 7
To select items to project:
1. Select Maintenance > Quick Count > Projection Items. The Projection Items function tab is identical in the Aloha QuickService and TableService products.
2. To include a tracking item for projection, select the desired item in the ‘Don’t Project These Items’ list box, and click Add. The item moves to the ‘Project These Items’ list box.
To exclude a tracking item from projection, select the desired item from the ‘Project These Items’ list box, and click Remove. The item moves to the ‘Don’t Project These Items’ list box.
3. Click Save and exit the Projection Items function.
Enabling Quick Count and Building the Projections Database
Access the Store Settings function to enable Quick Count and establish other Quick Count settings, such aswhether all count totals roll over to the next day, if closing counts for the current day become openingcounts for the next day, establish settings for Projection Reports, and more.
To enable Quick Count and build the projections database:
1. Select Maintenance > Store Settings.
Figure 4 Projection Items Function Tab
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2. Select Quick Count from the ‘Group’ drop-down list. The Quick Count group function tab is identical in the Aloha QuickService and TableService products.
3. Select Enable Quick Count to activate the Quick Count functionality and enable all options on the Quick Count Options tab.
4. Select Rollover Count Totals, if necessary, to designate all count totals to roll over to opening counts for the next day, when the EOD runs. For example, if you have 10 Waste counts when the EOD runs, then the following day you will have 10 waste counts again. Related Options: If you select both ‘Rollover Count’ and ‘Auto Calculate,’ the system performs the Rollover Count func-tion, unless you manually enter the closing counts in the FOH. If you manually enter the closing counts, they become the opening counts for the next day.
5. Select Auto Calculate Opening Count, if necessary, to calculate closing counts for the current day, and the closing counts become the opening counts for the next day, when the EOD runs. Related Options: If you select both ‘Rollover Count’ and ‘Auto Calculate,’ the system performs the Rollover Count function, unless you manually enter the closing counts in the FOH. If you man-ually enter the closing counts, they become the opening counts for the next day.
6. Select Print Waste Chits, to print a chit when you enter a waste count on the FOH and press Update.
7. Select Enable Projection Reports, to activate projection reporting and provide the ability to view them on the FOH. You must add the available buttons to a panel to display on the FOH.
8. Select the number of past weeks to use when calculating sales projections.9. Select the minimum time interval in which you want the system to calculate the FOH report. The
system displays the number of items sold in the specified time interval. Select from 5, 15, 30, or 60 minutes. The smaller the interval, the longer it takes the system to build the database.
Figure 5 Store Settings, Quick Count Group
We recommend setting the minimum time interval to a low number, such as 5, even though it might take longer to build. You cannot change the time interval in the FOH to a smaller interval than the interval specified in this check box.
Quick Count Page 9
10. Click Build Projections DB to create or update the projections database to use for Quick Count. For each projected item, the projections database includes a summary of sales per the defined interval.
11. Click Yes to build projections, or click No to cancel the operation. Upon selecting Yes, the EOD process updates the Projections database each day with new sales information. You only need to rebuild this file when you define new tracking items to include in the report, or if you modify ‘Number of Weeks to Project’ or ‘Minimum Time Interval to Project.’
12. Click Save and exit the Store Settings function.
Allowing Access to Quick Count Functions
To allow managers or high-level employees access to Quick Count FOH functions, select the Quick Countcheck box for their assigned access level.
To define an access level for Quick Count:
1. Select Maintenance > Labor > Employees > Access Levels.
Figure 6 Build Projections Prompt
The system uses the Prjt.dbf and the Prjc.dbf files located in the \Data subdirectory of \AlohaQS or \Aloha to create projection reports. Store these two files in the \Data directory only.
Quick Count Page 10
2. Select the Employee tab. See Figure 7 for QuickService. See Figure 8 for TableService.
3. Select an access level from the ‘Level’ drop-down list.4. Select the Employee tab.5. Select Quick Count. 6. Click Save and exit the Access Levels function.
Adding Quick Count Buttons to FOH Panel
To enable you to use the counting and reporting functions for Quick Count, you must add buttons for therespective functions to a panel, using Panel Editor. You can create a separate panel for Quick Count func-tion buttons or add these buttons to an existing panel, such as a ‘Manager Functions’ panel.
Figure 7 Access Levels Function Tab, QuickService
Figure 8 Access Levels Function Tab, TableService
Quick Count Page 11
For QuickService installations, you must add buttons to a panel to provide access to the Quick Count func-tions in the FOH. For TableService installations, you can add buttons to a floor plan in use or you can usethe hard-coded buttons accessible from the Working with Tables screen.
Create a button for each of the following count functions:
• Opening Counts• Add Counts• Usage Counts• Waste Counts• Closing Counts
Also, create two additional buttons: Report Quick Count and Product Projections. The Report Quick Countfunction displays the FOH Quick Count Summary report, which compiles data from each tracking itemand composite tracking item that you defined to appear for a count. The Report Prep Projections functiondisplays the FOH Product Projections report, which compiles tracking item data from prior days andweeks.
The following screen depicts a sample Quick Count panel as it might appear in the FOH. It shows each ofthe count function buttons required by Quick Count.
The following procedures take you through the creation of the Quick Count buttons. Do not exit Panel Edi-tor until you complete all procedures.
To create the Quick Count function buttons:
1. Select Maintenance > Menu > Panel Editor for QuickService or Maintenance > System > Floor Plan > Panel Editor for TableService.
Figure 9 Sample Quick Count Panel
Quick Count Page 12
2. Select Create New Panel > Button Functions from the Commands menu. 3. Double-click an available button or select New Button from the Commands menu to display the
Edit Buttons dialog box.
4. Select the Quick Count function from the ‘Function’ drop-down list. 5. Type a name for the text to appear on the button, such as ‘Opening Counts.’6. Select a count type from the ‘Select the Type of Quick Count’ group box. Assign only one type
per Quick Count button.7. Complete the properties of the button, such as text, background, and bitmap properties.8. Click OK. 9. Click Save.10. Repeat steps 1 through 9 until you define all count buttons.
Figure 10 Quick Count Button Function
Quick Count Page 13
To create a Report Quick Count button:
1. Double-click an available button or select New Button from the Commands menu to display the Edit Buttons dialog box.
2. Select the Report Quick Count function from the Function drop-down list. 3. Type a name for the text to appear on the button, such as ‘Quick Count Report’, or accept the
default name of the button function.4. Complete the properties of the button, such as text, background, and bitmap properties.5. Click OK.
Figure 11 Report Quick Count Button Function
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To create a Report Prep Projections button:
1. Double-click an available button or select New Button from the Commands menu to display the Edit Buttons dialog box.
2. Select the Report Prep Projections function from the Function drop-down list. 3. Type a name for the text to appear on the button, such as ‘Product Projections Report,’ or accept
the default of ‘Report Prep Projections.’4. Complete the properties of the button, such as text, background, and bitmap properties.5. Click OK. 6. Click Save
Enabling the Quick Count Report to Print at EOD
You can also enable the system to automatically print the FOH Quick Count Report to a local printer dur-ing the End-of-Day (EOD) process. This report includes each tracking item and associated menu item withthe ‘FOH Quick Count Report’ check box selected.
To define the Quick Count report to print at EOD:
1. Select Maintenance > Store Settings.2. Select the System group.
Figure 12 Report Prep Projections Button Function
Quick Count Page 15
3. Select the End of Day tab. Refer to Figure 13 for QuickService, and Figure 14 for TableService.
4. Select Quick Count.5. Click Save and exit the Store Settings function.
Figure 13 System Group, End of Day Tab, QuickService
Figure 14 System Group, End of Day Tab, TableService
Quick Count Page 16
Interfacing with Video Display Systems
When using Quick Count together with a video display system, you can maximize the effectiveness of thetwo products using several methods. You can define any item configured as a tracking item to display inthe video summary cell, as explained in the section, “Defining Quick Count Tracking Items” on page 1-3.The summary cell displays a compilation of items needed for all current orders in the last cell of the screen,however, you may not want certain tracking items to appear and clutter the summary cell. You can config-ure individual items, defined as tracking items, to display in the summary cell, or all tracking items routedto a video queue to display in the summary cell.
To configure a menu item to show on the summary cell:
1. Select Maintenance > Menu > Items.2. Select the item from the ‘Number’ drop-down list and press Enter.3. Select the Miscellaneous tab. Refer to Figure 15 for QuickService, and Figure 16 for TableSer-
vice.
Refer to the Interfacing Video Display Systems with Aloha Reference Guide for more informa-tion in displaying tracking items in the video summary cell.
Figure 15 Item Maintenance, Miscellaneous Tab, QuickService
Quick Count Page 17
4. Select Show on Tracking Summary to display the menu item on the video summary cell. Use this option with the Video Display Systems add-on to restrict such things as modifiers from appearing in the cell, if desired. For example, you can define ‘T-Bone’ to display in the summary cell, but not ‘Medium’. Related Options: You can define items configured as tracking items to display in the video summary cell in Maintenance > Quick Count > Tracking Items.
5. Click Save and exit the Items function.
To configure tracking items to display in the summary cell, by video queue:
1. Select Maintenance > Hardware > Video Queues. The Video Queue Maintenance function tab is identical in the Aloha QuickService and TableService products.
2. Select the video queue from the ‘Number’ drop-down list and press Enter.
Figure 16 Item Maintenance, Miscellaneous Tab, TableService
Figure 17 Video Queues Function Tab
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3. Select Show Tracking Items to display all tracking items routed through this queue, on the video summary cell. Use this option with the Video Display Systems add-on to restrict such things as modifiers from appearing in the cell, if desired. For example, you can define modifiers to display in the summary cell for the ‘Fry’ video queue, but not the ‘Cold Food’ video queue.
4. Click Save and exit the Video Queues function.
Refreshing Data
After all settings are in place in Aloha Manager, you must select Utilities > Refresh Data to transfer thenew information to the FOH terminals, or wait for the End-of-Day (EOD) process to accomplish the datarefresh for you. After the data refresh is complete, all new settings become operational across the Alohanetwork.
Quick Count Page 19
Using Quick CountThis section details different ways in which you can use Quick Count. You can access several screenswhile using Quick Count, depending upon your objectives. If you are an experienced user, refer to Proce-dures at a Glance for abbreviated steps. If you prefer more detail, continue reading this document.
Some considerations that are important, when using Quick Count, are as follows:
Manual Count Sheets — You can replace your current count sheet process by entering your counts manu-ally. Each time you adjust a count, touch Update to allow the system to calculate the adjustment. The Over/Short appears on the Quick Count report
Automated Count Sheets — You can greatly reduce the maintaining of counts and free your time duringmorning and closing times by automating counts through the following methods:
• The system can automatically deplete and replenish items defined as tracking items when you sell, void, or refund a menu item (composite item). With this feature, each time you enter an Add Count, Usage Count, and Waste Count, the system automatically calculates your adjusted totals. Refer to “Defining Quick Count Tracking Items” on page 1-3 to enable your counts to automati-cally deplete and replenish totals. Sales, voids, and refunds affect counts in the following ways.
Procedures at a Glance:
If you are viewing this document using Adobe Acrobat Reader, click each link for detailed informationregarding the task. Click Previous View to return to this location and proceed to the next step.
1. Access FOH screens, to use Quick Count. 2. Enter opening item counts into the system. 3. Enter add counts, or receipts, into the system. 4. Enter usage counts into the system. 5. Enter waste counts into the system. 6. Enter closing counts into the system.
Figure 18 Automatic Counts Matrix
Quick Count Page 20
For sales, the sale count for the menu item increases and the sale count for the associated trackingitem increases by the amount sold times the usage quantity.
For voids, the sale count for the menu item decreases and the void count increases by the voidedamount. The sale count for the associated tracking item decreases and the void count increases bythe voided amount times the usage quantity.
For refunds, the sale count for the menu item decreases by the refunded amount, and the sale countfor the associated tracking item decreases by the refunded amount times the sale count.
• The system can automatically roll over all counts to counts for the next day, or automatically cal-culate your closing counts as the opening counts for the next day. You must still enter your Add Counts, Usage Counts, and Waste Counts. Refer to “Enabling Quick Count and Building the Pro-jections Database” on page 1-8 to enable your counts to automatically populate and roll over.
Accessing FOH Quick Count Screens
For QuickService, you access Quick Count functions using the panel which you added your Quick Countbuttons.
For TableService operations, you can access Quick Count functions from a floor plan panel on which youadded your Quick Count buttons, or use the hard-coded screens now available on the Special Functionsscreen. From the Working with Tables screen, select Special Functions.
Figure 19 Sample QuickService FOH Quick Count Panel
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Touch Quick Count to display the Quick Count screen from which to select your Quick Count functions.
Use the Count buttons to enter one of the five types of counts supported by Quick Count: Opening, Add,Usage, Waste, and Closing. When entering a count, select the corresponding Count button and a countscreen displays. The following buttons are available on each of these screens:
Figure 20 TableService FOH Quick Count Screen
Undo Button Touch Undo to reverse the last updated count entry.
Update Button Touch Update to update the Total Count and Last Count entries with your most current counts.
Clear Button Touch Clear to delete the Current Count. You must select Clear prior to updating the count.
Done Button Touch Done to exit the current screen when you complete your entries.
Quick Count Page 22
Entering Opening Counts
Open counts are your existing item inventories at the start of the business day and should be the same asyour closing counts from the previous day. You can enter the counts manually, or enable the system toautomatically calculate your opening counts.
SCENARIO: Your restaurant tracks the number of pickles. You had 30 pickles as a closing count from theprevious night. Manually enter 30 pickles as your opening count or allow the system to automatically cal-culate the count.
To enter an opening count for an item:
1. Locate and touch Opening Counts. The Enter Opening Counts screen appears.
2. Select the item from the list.3. Enter the quantity using the keyboard.4. Touch Update. The entered quantity becomes the Total Count. The next time you enter a count for
the same item, the Last Count populates with the previous Total Count, and the newest count entry becomes the Total Count.
5. Touch Done.
Figure 21 FOH Enter Opening Counts Screen
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Entering Add Counts
Add counts are items received from deliveries to the restaurant to add to your delivery. You must manuallyenter Add Counts.
SCENARIO: Your restaurant tracks the number of hamburger buns. You had 35 buns as n opening count. Adelivery of 25 arrived. Manually enter 25 hamburger buns as your add counts to reflect your current inven-tory.
To enter an add count for an item:
1. Touch Add Counts. The Enter Add Counts screen appears.
2. Select the item from the list.3. Enter the quantity using the keyboard.4. Touch Update. The entered quantity becomes the Last Count, and the system adds it to the Total
Count.5. Touch Done.
Figure 22 FOH Enter Add Counts Screen
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Entering Usage Counts
Usage counts are items used and depleted through menu items but not sales sold through the POS system.You must manually enter Usage Counts.
SCENARIO: Your restaurant offers hamburgers and chili on your menu and tracks the number of beef pat-ties. You deplete your amount of chili and must use beef patties to prepare more chili. The amount ofground meat was not sold directly through the POS system as hamburgers and must be a usage count.Manually enter the amount of beef patties as your usage counts to reflect your current inventory.
To enter a usage count for an item:
1. Touch Usage Counts. The Enter Usage Counts screen appears.
2. Select the item from the list.3. Enter the quantity using the keyboard.4. Touch Update. The entered quantity becomes the Last Count, and the system adds it to the Total
Count.5. Touch Done.
Figure 23 FOH Enter Usage Counts Screen
Quick Count Page 25
Entering Waste Counts
Waste counts are items thrown away or unused, for reasons such as over-production or spoilage. The nameof the person entering the waste, the time and date of the entry, the wasted item(s), and the quantity wasted,prints if the system is configured to print a waste chit. You must manually enter Waste Counts.
SCENARIO: Your restaurant tracks hamburger buns, but must waste 20 as unsalable. Manually enter theamount of hamburger buns as your waste count to reflect your current inventory.
To enter a waste count for an item:
1. Touch Waste Counts. The Enter Waste Counts screen appears.
2. Select the item from the list.3. Enter the quantity using the keyboard.4. Touch Update. The entered quantity becomes the Last Count, and the system adds it to the Total
Count.5. Touch Done.
Figure 24 FOH Enter Waste Counts Screen
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Entering Closing Counts
Closing counts are your existing item inventories at the close of the business day. You can enter the countsmanually, or enable the system to automatically calculate your closing counts based on the other counts. Ifconfigured, the closing counts roll over to the opening counts for the following business day.
SCENARIO: Your restaurant tracks the number of hamburger buns. You had an opening count of 50 buns,entered 20 as Add Count, entered 10 as Waste count, and sold 20 hamburgers. Manually enter 40 ham-burger buns as your closing count or allow the system to automatically calculate the count.
To enter a closing count for an item:
1. Touch Closing Counts. The Enter Closing Counts screen appears.
2. Select the item from the list.3. Enter the quantity using the keyboard.4. Touch Update. The entered quantity becomes the Total Count. The next time you enter a count for
the same item, the Last Count populates with the previous Total Count, and the newest count entry becomes the Total Count.
5. Touch Done.
Figure 25 FOH Enter Closing Counts Screen
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Reporting Quick Count You can use the following reports with Quick Count:
• Quick Count Report• Product Projections Report
Quick Count Report
Touch the Report Quick Count button to display the Quick Count Report. The report summarizes the dailycount for tracking items and composite tracking items.
The items that appear are determined by the ‘FOH Quick Count Report’ options in Maintenance > Menu >Items > Quick Count for menu items (composite items) and Maintenance > Quick Count > Tracking Itemsfor associated tracking items. Each item displays, one at a time, on the screen. Use the up/down arrows toscroll through the tracking items. Touch Print to receive a hard copy of this report at the receipt printerattached to the terminal. Touch Done to exit the report.
The report is also accessible from the BOH by selecting Reports > Quick Count.
Figure 26 FOH Quick Count Report
Quick Count Page 28
Product Projections Report
Touch Product Projections Report to display the Product Projections report, The report displays trackingitems with historical sales information by product that you can use to decide how many items to prepare, asshown in Figure 27:
The items that appear are configured in Maintenance > Quick Count > Projection Items. Items that areingredients may appear in two different locations on the report. Global Ingredients display the amount usedrestaurant wide for the time intervals shown. Local Ingredients display the amount used when preparing aspecific menu item for the time intervals shown. Touch Done to exit the report.
Select items for the Product Projections report from the tracking items and composite tracking items.Based on these items, a time interval, and the number of weeks, you create a projections database. TheFOH then uses this database to produce the Product Projections report. Once you create the report, you canchange the dates used in the report calculation. For example, if the report displays an uncharacteristicallyhigh number of items sold of a particular product because it included sales made on a holiday, you canexclude the date for the holiday and recalculate the report to reflect a more realistic projection.
The system also takes items that differ from other items, such as chicken, into account. Typically, restau-rants that sell chicken cut the whole chicken into a certain number of pieces. Most chicken restaurants cookonly whole ‘heads’ (chicken) at a time. Although they may sell only three pieces during a certain timeperiod, a whole chicken is prepared according to the desired type (crispy, spicy, etc.). Every time you sell apiece of chicken, the system converts how much of the head was sold. The report reflects how many‘heads’ were actually prepared, therefore, creating a more realistic view.
The Product Projections report displays both the menu items and tracking items previously selected on theProjection Items screen. Touching a menu item from the list enables the ingredients, as well as the saleshistory, to be shown or hidden by touching the respective buttons located at the bottom of the screen.
Figure 27 FOH Product Projections Report
At least one week of history (one week of dated subdirectories) must exist before you can run this report.
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Changing the Report View
The Function buttons available on the bottom of the screen enable you to change the report to meet specificrequirements. The following information explains how to make these changes.
Click Select to display the Select Dates To Include screen.
All dates, going back to the number of weeks specified in Quick Count Options, appear. The projectionaverage includes the selected dates. By default, all dates matching the current day are selected. For exam-ple, if the current day is Wednesday and the number of specified weeks is three, then the prior threeWednesdays are highlighted. To run the report for a day other than the current day, select the day of theweek located at the top of the Product Projections screen before touching the Select Dates button.
To add a date to the projection average, touch the date to select it. To remove a date from the projectionaverage, touch the date again. Use this when one of the selected dates skews the projections when it isincluded. For example, if the selected dates include a holiday, such as Mother’s Day, the sales for the holi-day skew the average sales. Touch the corresponding date for Mother’s Day to remove it, then selectanother date to replace the sales for the holiday.
Each change made in the Dates function is specific to the selected day. For example, any date changesmade for the product projects for Tuesday do not carry over for the product projections for Wednesday.You can make up to 16 changes for each day, however, you can only select or clear the dates which areactive (highlighted in dark grey).
Located at the bottom of the screen are left and right arrow buttons. Use these to decrease or increase thenumber of weeks included in the projection. You cannot increase the weeks more than the number speci-fied in ‘Number of Weeks to Project.’ However, you can decrease the weeks, and then increase back up tothe number of specified weeks. Also located on the bottom of the screen is a Reset button. Use this buttonto revert back to the original date selections before changes were made.
Figure 28 FOH Select Dates to Include Screen
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Changing the Time Intervals
Use this function button to scroll through the available time intervals (5, 15, 30, and 60 minutes). The but-ton shows the current time interval. Available product projection time intervals can be equal to or greaterthan the time interval specified in ‘Minimum Time Interval to Project’ (in minutes) located in Quick CountOptions. You cannot select a time interval that is less than this setting. For example, if ‘Minimum TimeInterval’ is set to 15 minutes, the product projection time interval can be either 15, 30, or 60 min. The 5minute time interval is not available, because it is less than the 15 minute ‘Minimum Time Interval’ set-ting.
Show and Hide Feature Buttons
The Show and Hide function displays and hides dates or ingredients for selected items. If you press eitherthe Show or Hide button without first touching a tracking item, the dates or ingredients display or are hid-den for all items. To display or hide dates or ingredients for a specific item, touch the item first, and thenpress the appropriate Show and Hide feature button.
Adjust Qty%
Use the Quantity Adjust function to predict future usage of an item based on time intervals of the currentday. Press the + or - button to match past usage trends with current day values. As you press these buttons,the adjustment percentage to the left of the buttons changes accordingly. The system provides an estimatedusage for future time intervals for the current day. Setting the Quantity Adjust to 0% brings the data back toits original value.
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Version History
Supported Versions Enhancement DescriptionAloha QuickService 3.904 and above.
Implemented Quick Count with the QuickService product.
Aloha QuickService 3.964 and above.
Added the ability to roll over closing counts to the next day with the ‘Auto-calculate Opening Counts’ option. Added the ability to roll over all counts to the next day with the ‘Roll Over Count Totals’ option.
Aloha QuickService 4.129 and above.
Added functionality for the Quick Count report and Product Projection report.
Aloha QuickService 5.127 and above.
Added support to automatically print a waste chit each time you enter a waste count and press Update.
Aloha QuickService 5.3.24 and above.
Changed the functionality to print a waste chit each time you enter a waste count and press Update to optional.
Aloha TableService 5.3.24e 77, and above.
Implemented Quick Count with the TableService product.
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Copyright ©2006, Radiant Systems, Inc. The information contained in this publication is confidential andproprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in aretrieval system, or translated into any language, in any form, by any means, without written permission ofRadiant Systems, Inc.
Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors contained inthis publication. Changes are periodically made to the information herein; these changes will be incorpo-rated in new editions of this publication. Any reference to gender in this document is not meant to be dis-criminatory. The software described in this document is provided under a license agreement. The softwaremay be used or copied only in accordance with the terms of that agreement.
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