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Overview: Using the Traceability and Traceability (plan mode) screens, it is possible to record the steps through which products and manufactured or delivered recipes pass. The information entered will feed the Restitution screen presented in the article Obtain traceability information for a product or a recipe. The “Traceability” and “Traceability (plan mode)” screens allow the same actions, but the Traceability screen is designed for mobile use. This article describes how to enter data using the “Traceability (plan mode)” screen. Refer to the article Track your productions from the Traceability screen if needed.
Start from: The Easilys menu.
Prerequisite: A traceability plan must be created as explained in the article Create a traceability plan.
Go to Traceability > Traceability (plan mode).
Select the Traceability plan view.
Select the desired traceability plan.
The actions vary slightly depending on the step type (None, Production, or Delivery), but the general principle is that in your traceability plan, you can:
Add products or recipes to the steps they go through during the day, either by moving a batch from one step to another or by adding it from stock
Enter PMS checks
To add products currently in stock
Case 1: Add a supplier product currently in stock to a “None” or “Delivery” step
Click Add supplier products.
In the search field, enter the name of the product you want to add to this step.
Select the batch or create a new one.
Enter its expiration date if you are creating a new batch.
Enter the quantity removed from stock for this step.
Click Add.
The batch is now removed from stock and visible in the step.
Case 2: Add a supplier product currently in stock to a “Production” step
In Production-type steps, you must first indicate the recipe in which the product will be used at this step.
Click Add supplier products from a recipe.
If the recipe is not yet specified in this step, a panel first allows you to enter the name of the recipe you are producing in this step. The default recipe list shows those in today’s menus, but you can view the full list by checking the option.
Select the recipe.
Click Edit.
If the selected recipe has a defined composition, its ingredient list will appear in the window.
In the search field, enter the name of the product you want to add for this recipe and step.
Select the batch or create a new one.
Enter the quantity removed from stock for this step.
Click Add.
The batch is now removed from stock and visible in the step.
To add a batch to a step
Case 1: Add a batch to a “None” or “Delivery” step
Click Add batches.
Select the batch from the list showing those currently in other steps.
Indicate whether the batch should be moved from the other step fully or partially using the Full withdrawal slider.
Click Add.
The batch has now moved to this step, either fully or partially.
Case 2: Add a batch to a “Production” step
Click Add batches from a recipe.
If the recipe is not yet specified in this step, a panel first allows you to enter the name of the recipe you are producing in this step. The default recipe list shows those in today’s menus, but you can view the full list by checking the option.
Select the recipe.
Click Edit.
Select the batch from the list showing those currently in other steps.
Indicate whether the batch should be moved from the other step fully or partially using the Full withdrawal slider.
Click Add.
The batch has now moved to this step, either fully or partially.
Move a batch from one step to another by drag and drop
Click the three lines in front of the batch you want to move.
Drag it to the desired step.
Drop it in the Full withdrawal or Partial withdrawal area depending on the situation.