Configure Groupings for a Resource

Within a category, you can organize resources by Groupings. For example, you might configure Beverages, Entrees, and Desserts groupings for a Food Service category. The Beverage grouping might contain resources, such as soda and coffee, and the Entrees grouping might contain resources, such as fish and beef. You can configure groupings for a category at the time that you are configuring resources for the category, or you can carry out the configuration as a separate activity.

To configure groupings for a resource:

  1. On the EMS menu bar, click Configuration > Resources.

    A list of categories configured in your EMS database opens.

  2. Select the category for which you are configuring the grouping.

    The Resources window opens and displays all of the resources that are configured in your EMS database for the selected category with an Active status.

  3. Click Groupings.

    The Groupings window opens. This window lists all the groupings that are currently configured in your EMS database for the selected category.

  4. Click New.

    The Grouping dialog opens.

  5. In Grouping, enter a description (maximum 50 characters, including spaces).
  6. In Sequence, enter a number that determines the order in which the groupings are displayed in EMS Web App.

    Groupings are ordered from lowest to highest sequence number with the grouping with the lowest sequence number being displayed first. If you leave the sequence set to the default value of zero for all groupings, the groupings display alphabetically.

  7. Click OK.

    The Grouping dialog closes.

  8. Click Close.