In haddock you will have your suppliers, documents and products categorised by three levels:
First level Category
Second level Family
Example: Non-alcoholic drinks
Third level Subfamily
Example: Soft drinks
These new levels of families and sub-families are not customisable and follow a logical and useful pattern so that you can group all your products under the following categories:
NON ALCOHOLIC DRINKS
Coffee and Teas
Juices and Slushies
🥑 RAW MATERIALS
🐟 FISH AND SEAFOOD
🍎 FRUITS AND VEGETABLES
🥚 EGGS, DAIRY PRODUCTS AND DERIVATIVES
Other dairy derivatives
🍚 CEREALS, RICE AND PASTA
Bread and bakery products
🧂CONDIMENTS AND SPICES
🧈 OILS AND FATS
🍴 ROOM EQUIPMENT
🍳 KITCHEN EQUIPMENT
🚴 TAKE AWAY (PACKAGING)
🧹 OTHER CONSUMABLES
These new levels of families and sub-families can be assigned from products, documents or the supplier profile.
🍎 Assign families from products
To keep a more detailed breakdown of your categories, you will need to categorise at product level.
💡 This will allow you to differentiate products with different families and subfamilies within the same supplier, as well as to make comparisons by product families or subfamilies between all suppliers.
👀 You will get a clearer overview of all your products and you will be able to see it reflected in your graphs.
1️⃣ Go to the 🍎 Products section in the side navigation bar.
2️⃣ Click on the product you want to categorise and click on the three dots at the top right.
Click on the product you want to categorise.
Click on the top right corner, three dots and go to settings.
Select the families and subfamilies to which this product belongs.
2. Group categorisation
From the product list select the products you want to categorise by clicking on the ✅ on the left of the line.
Click on "Edit" in the bar at the bottom of the page.
In the Categorisation section, select the categories, families and subfamilies that apply to the products.
📄 Assign families from documents
📎 Categorise all those products contained in a document directly by setting a category, family and sub-family to the whole document.
Categorising a document during upload
To categorise a document, simply add a category, family and sub-family within Categorisation.
2. Edit the category of an already scanned document.
Go to the 📄 Documents section in the side navigation bar.
Select the document you want to categorise.
Click on the edit icon next to the "Category" section and add the categories, families and subfamilies that will be assigned to all the products in the document.
🚚 Assign families from suppliers
This may be useful for those suppliers from whom only specific products of the same category, family or sub-family are purchased.
To edit products from suppliers:
Click 🚚 Suppliers in the side navigation bar.
Select the supplier you want to configure.
Select the category of this supplier.
👀 How to interpret the category chart?
To access the category chart you will need to log in to the Dashboard and then select the Categorisation chart.
You will get a detailed view of your restaurant's costs through the dynamic graph. You can analyse the total costs broken down by category, family or sub-family.
For a more specific view of a particular category or family, simply click on the category or family you want to explore. The chart will automatically update to show the families or sub-families in that category.