What is POS Item Mapping?
Mapping Recipes
Mapping recipes is the process of linking a recipe created in Yellow Dog to a button created in the point of sale. When recipes are mapped, the ingredients will be deducted from inventory when sales are pulled into Yellow Dog. If users have modifiers or add- ons for their menu items, each modifier will typically also be made as a recipe and mapped to the modifier buttons in the POS. These recipes can be mapped to multiple buttons if needed – for example if there is an option to ‘Add Cheese’ in multiple places in the point-of-sale users can map the same recipe for a portion of cheese to each of the buttons for ‘Add Cheese’.
Depending on the point of sale, users may have to sell one of the item in order for it to be seen by Yellow Dog and available to be mapped to. For more information about your point of sale and whether items need to be sold prior to being mapped, reach out to your implementation guide, or support.
Mapping Recipes from within the Recipe
Editor
- From within Yellow Dog navigate
to Recipes under Item
Management
- Filter to the Recipe that needs to be mapped and double click to open the recipe editor, or highlight the recipe
and select Edit Recipe on the right
- The recipe editor will open - navigate to the Yield/Use by tab on the left.
- On the Yield/Use by tab navigate to the Linked to POS Items field and select the three black dots to the right to open the lookup screen and view the list of POS items available to map too.
- From the lookup screen, users can search for or scroll to the corresponding POS items that this recipe needs to be linked to.
Users will check the box next to the POS item to map the recipe. As a reminder, recipes
can be mapped to multiple POS items. This is particularly
helpful if one recipe is available in multiple locations. Once the POS items have been checked, select OK in the bottom right
Users will note the selected POS items now listed in the Link to POS Items field.
·
Note: For
many POS systems, if a recipe is
mapped within 7 days of the sale,
the sale will automatically be reprocessed to reflect the attached recipe, and the ingredient
items will be removed from inventory. For more information
on how your POS handles sales please reach out to your Implementation Guide, or
Support
Mapping Recipes from POS Item Map
- From within
Yellow Dog navigate to POS Item Map under Item Management
- At the top of the screen select the three black dots to the right of Stores to select the Store you will be mapping to. Users can map to multiple stores at once if they share POS items. If your organization only has one location, it will be selected by default. Also confirm that the Show Recipe column box is checked, and optionally, but not required the Show Ingredient Columns box is checked. Having the Ingredient columns displaying will alleviate confusion where recipes have similar names.
- With a store selected the POS Items for that location will populate. Users should also confirm that Show Recipe Column check box is checked so they can see what has been mapped previously and what still needs to be mapped.
POS Item Map Screen
Overview
1. Stores – will be the store(s) recipes are being mapped for
2. Additional Filter Options – will be where users can include or exclude additional columns that will streamline the returned items.
3. Search – will be where users can search for a specific item or items that need to be mapped.
4. Choose Columns – will allow users to add or remove columns appearing
5. Item Number – will be the POS assigned item number
6. POS SKU – will be the POS assigned SKU. It is not uncommon for the POS Item Number and POS Item number to be the same.
7. POS Item – will be the POS Description of the item
8. Last Sold – will be the most recent date & time the item sold
9. Last Retail – will display the retail price for the most recent sale
10. Current Calculated Cost – will display the total cost for the recipe
11. COGS Department – will be where users can
map COGS departments to their
POS items. When the items are
sold, the cost will be reflected in that COGS account.
12. Recipe – will be where users
can attach a recipe
14. Ingredient
– these columns will allow users to view the ingredients and their quantities are in the recipe. If
the recipe has multiple ingredients a column will populate for each ingredient.
15. Edit Recipe
– will open the recipe editor for the highlighted recipe
20. Insert Unsold POS Items – will allow users to view & map items that have not been sold in the POS. This feature does not work with every POS. Reach out to your Implementation guide, or Support to inquire about your point of sale.
21. Set
COGS for X POS Items – will allow users to bulk update the COGS
account assigned to the highlighted Recipe(s)
22. Reset COGS account
– will remove the assigned
COGS accounts for the highlighted item(s)
- Search for or scroll to the POS item that needs to be mapped and select the three black dots in the recipe column to open the Recipe
Lookup Screen
- When the Recipe Lookup screen
opens, filter to the appropriate recipe and either
double click on the recipe to select it or highlight
and choose Select Recipe X on the bottom right.
- Once the recipe
is selected users will see the recipe
and ingredient columns populate.
Mapping COGS Accounts to POS Items
For locations taking advantage of the
COGS module in Yellow Dog COGS accounts should be mapped
to POS Items, so when those items
sell, the sale is applied to the correct account.
- From within
Yellow Dog navigate to POS Item Map under Item Management
- At the top of the screen select the three black
dots to the right of Stores to select the Store you will be mapping to. Users can map
to multiple stores
at once if they share POS items. If your organization only has one location,
it will be selected by default. Also confirm that the Show Recipe column box is
checked, and optionally, but not required the Show Ingredient Columns box is
checked. Having the Ingredient columns displaying will alleviate confusion
where recipes have similar names.
Assigning a COGS account
to a single POS Item
- Search for or scroll to
the item in question and select the three black dots in
the COGS department column to see
the lookup screen.
- When the lookup screen opens, double click on, or highlight and choose Select for the correct COGS department
- Users will note that the COGS account is now displaying in the COGS column
Assigning COGS Accounts to multiple POS Item
- Once the items are populated, users can either
click on and drag to highlight a series of items, or they can click on a single
item, hold CTRL on their keyboard and select only the items that need to be updated. Once the needed items are highlighted users can
select Set COGS for X
POS Items on the right.
- The lookup screen
will open. Users can double
click on or highlight and choose Select
in the bottom right.
- Users will now
note the COGS account update for the highlighted items. Note: if the incorrect items have been selected users can select Reset COGS for X Items to remove the assigned accounts.
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