Sales Setup: Creating Menus

CostGuard enters the Sales Data via Menus.  Before you can input the data, you need to group the recipes into menus. You will need to go to the Recipe Module to create the menus, a review is below.  Within the Sales Module, there is an editing Menu function allowing you to add or delete dishes as needed.

To Create Menus:

1.      Click Recipe, Click New Recipe.

2.      Use the mouse or the arrows to move to the Name Field.  Type in the name of the Menu.   A good name for this menu is “Sales Data Entry”.

If you have more than one meal period, you can also create  menus named “Sales Data Entry Lunch” and “Sales Data Entry Dinner”, if that is easier for your operation.

3.      Move the cursor to the Type Field.  Click the  to display the list of Recipe Types.  Use the arrows or the mouse to highlight Menu. Hit enter.

4.      Use the mouse or arrows to move to the Description Field.  

5.      Since you are using this menu to enter sales details, no information is need for the Yield/Portion and Pricing Fields.  Click Ingredients to enter the dishes.

The units will default to ea for the Yield and Portion fields. 

6.      Click  to show the Item/Recipe Pop-up Menu.  Use the search function or the scroll bar to find the recipes that you want.  Make sure the   is to the left of the item.  Click Select.

You can enter the recipes in any order that you wish.  If needed, use the Recipe Tree to make sure that the “Sells For” information is correct. 

7.      Use the mouse or arrow keys to move to the Qty and Unit A separate part of the business with its own sales and costs. Field.  Click the  to display the yield units that you created earlier.  Most establishments will sell 1 portion of the dish. 

If you sell items in larger quantities such as trays of lasagna, simply have a serving recipe with a yield of one tray and the corresponding price.

8.      Highlight the Unit, and click OK.  Now, back on the main screen, the cursor will be in front of the unit.  Type in 1 and hit enter.

9.      Keep entering in all related recipes.  To make the entry faster, unclick the “Close Dialog After Selecting Item” box, and the pop-up box will stay open.

10.  When finished entering in the recipes, click the Main Tab, then Click Close to save the Menu.


To Edit an Existing Menu

1.      Click Sales, Click Menu.

2.      On the Left side of the screen is Menus you have created.  The right side of the Screen shows the component items for the selected menu.

3.      Use the Search function or the Scroll bar to find the Menu you wish to edit.  Make sure that the  button is to the left of the Menu you want. 

Move the mouse to the right side of the screen.  You can delete an item by highlighting it with the  and clicking  button.  You can add an item by clicking the  button, and a new pop-up menu will appear.  This pop-up menu will show only serving recipes and saleable items.  Use the Search or Scroll bar to find the new recipe, highlight it, and click Select.  If you need to make changes to the portion, yield, or sells for data, exit this screen and make the changes in the Recipe Module

4.      You can use the  button to reorder the menu items if needed.

When you enter the actual sales data, CostGuard will let you sort the items by name or by PLU number. 

5.      When finished editing, click the  button to save the changes.  Click the Red X to close.



If you want to continue with the next step in the tutorial, click here.