Define Production Areas and Production Items for a Catering Resource

Production items define the components required to produce a resource. For example, a resource named Box Lunch might include a sandwich, chips, cookies, and bottled water. EMS uses production items to calculate the quantities required to fulfill orders.

Production areas identify where production items are prepared. For example, a Delicatessen production area might prepare sandwiches, chips, and bottled water, while a Bakery production area might prepare cookies.

If a category is configured to use production items, you can designate resources as production items during resource configuration or define them later.

Define a production area

Select Configuration > Resources.

The Resources window displays the configured resource categories.
Select a category that supports production items.

The Resources window opens and displays the active resources for the selected category.
Select Prod. Items.

The Production Items window opens.
Select Prod. Areas.

The Production Areas window opens and displays the active production areas configured for the category.
Optional: To display all production areas regardless of status, select Inactive in Show.
Select New.

The Production Area window opens.
Enter a name or description in Description.
To create an active production area, leave Inactive cleared.
Optional: To check spelling before saving, select Spelling.
Select OK.

The Prod. Items option is available only for categories that support production items:

Catering
Resources with Service Orders
Resources without Service Orders

Define a production item

Select Configuration > Resources.

The Resources window displays the configured resource categories.
Select the category for which you want to define production items.

The Resources window opens.
Select Prod. Items.

The Production Items window opens.
Optional: To filter displayed production items by area, select a value in Production Area.
Optional: To display all production items regardless of status, select Inactive in Show.
Optional: To filter the list by name, enter a value in Filter.

The search is not case-sensitive. The value must match the beginning of the item name. For example, a search for "Cold" returns "Cold Boxed Lunches" but not "Sandwiches (Cold)".
Select New.

The Production Item window opens.
Enter a value in Description.
Select a production area in Production Area.
Select OK.
Select Close.
Select the resource to which you want to assign production items, and then select Edit.

The Resource window opens.
Open the Production Items tab.
Enter a quantity for each production item.
Select OK.

View production items and production areas

Select Configuration > Resources.

The Resources window displays the configured resource categories.
Select the category that contains the production items or production areas you want to view.

The Resources window opens and displays the active resources for the category.
Optional: To display all resources regardless of status, select Inactive in Show.
Select Prod. Items.

The Production Items window opens and displays the active production items for the category.
Optional: To filter displayed production items by area, select a value in Production Area.
Optional: To display all production items regardless of status, select Inactive in Show.
Optional: To filter production items by name, enter a value in Filter.

The search is not case-sensitive and must match the beginning of the item name.
Select Prod. Areas.

The Production Areas window opens. From this window, you can view, create, edit, and delete production areas.