Define Production Areas and Production Items for a Catering Resource

You use production items to define the quantity of components that make up a resource. For example, a resource called Box Lunch contains the following productions items—sandwich (quantity =1), chips (quantity =1), cookie (quantity = 2), and bottled water (quantity =1). If an order for 20 boxed lunches is placed, then the kitchen must produce 20 sandwiches, 20 bags of chips, 40 cookies, and 20 bottled waters. To identify the areas of the kitchen that produce each item, you can define production areas. The Delicatessen area might produce the sandwich, chips, and bottled water, and the Bakery area might produce the cookies.

If a category has been defined as using production items, then at the time that you configure a resource for the category, you can define the resource as a production item. You can also manually define resources as production items for the category later.

ClosedDefine a New Production Area

To define a new production area:

  1. On the EMS menu bar, click ConfigurationResources.

    The Resources field contains all configured categories.

  2. In Resources, select a category (typically a catering type resource).

    The Resources window opens, listing all active resources for the selected category.

  3. On the Resources window, click Prod. Items

    The Production Item window opens.

    The Prod. Items button will not be available if the resource category has not been defined to allow Production Items. Only Catering and Resources with or without Service Orders allow Production Items (see Configure Categories).

  4. From the Production Items window, click the Prod. Areas button. 

    The Production Areas window opens and lists active Production Areas configured for the selected category with a status of Active.

    To see all production areas for the category regardless of status, under Show, click Inactive.

  5. Click New

    The Production Area dialog opens.

  6. Enter a description or name (maximum 50 characters, including spaces).
  7. To add the production area as an active area clear the Inactive check box. To inactivate the production area select the Inactive check box .
  8. To spell check the description, click Spelling.
  9. Click OK

ClosedDefine a New Production Item

To define a new production item:

  1. On the EMS menu bar, click ConfigurationResources.
  2. In Resources, select a category for which to define a new production area.

    The Resources window opens, listing all active resources for the selected category.

  3. Click Prod. Items on the Resources window. The button will not be available if the resource category has not been defined to allow Production Items. Only Catering and Resources with or without Service Orders allow Production Items (see Configure Categories).

    The Production Item window opens.

    To change which production items display, do the following: 

    • To filter the displayed production items based on the Production Area, from the Production Area field, select a production area.
    • To view all production items defined for the category regardless of status, under Show, click Inactive
    • To filter the list by item name, in Filter, enter a keyword. This search term is not case-sensitive, but your search is limited to the exact order of the characters in the string, and it must begin with the information for which you are searching. For example, a search string of "Cold" returns Cold Boxed Lunches, but not Sandwiches (Cold).

  4. Click New.

    The Production Item dialog opens.

  5. In Description, enter a description (maximum 50 characters, including spaces).
  6. In Production Area, select a production area.
  7. Click OK
  8. Click Close.
  9. On the Resources window, select the resource for which you are configuring the production items, and then click Edit

    The Resource dialog opens.

  10. On the Production Items tab, enter the quantity.
  11. Click OK.

ClosedView Configured Production Items and Production Areas

To view configured production items and production areas:

  1. On the EMS menu bar, click ConfigurationResources.

  2. In Resources, click a category for the production item or area that you want to view.

    The Resources window opens, listing all active resources for the selected category. To see all resources configured for a category, regardless of status, under Show, click Inactive.

  3. Click Prod. Items

    The Production Item window opens and lists active production items defined for a category. The Prod. Items button will not be available if the resource category has not been defined to allow Production Items. Only Catering and Resources with or without Service Orders allow Production Items (see Configure Categories).

    You can change which production items are displayed by doing the following: 

    • To filter the displayed production items based on the Production Area, from the Production Area field (Production Item window), select a production area.
    • To view all production items that have been defined for the category regardless of status, under Show, click Inactive
    • To filter the list by item name, in Filter, enter a keyword. This search term is not case-sensitive, but your search is limited to the exact order of the characters in the string, and it must begin with the information for which you are searching. For example, a search string of "Cold" returns Cold Boxed Lunches, but not Sandwiches (Cold).

  4. Click Prod. Areas.

    The Production Areas window opens. You can view, define, edit, and delete production areas.