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Overview: As a restaurant manager, you need to take account of price or catalogue changes by your suppliers (promotions, events, product substitutions), so that you can place orders with them on the right terms. This guide will walk you through the process.
Start from: The Easilys menu.
Occasionally, a supplier may offer special promotions or events over a given period, or propose an out-of-stock product with another. These situations can be managed using price lists.
MANAGING A SPECIAL PRODUCT PROMOTION OR ANIMATION
1st STEP: CREATE A DEDICATED PRICE LIST
- Select the Products > Price Lists tabs.
- Select Create a price list.
The “Create a price list” window appears.
- Enter the name to identify your special offers and promotions. The name is the price list label, for example: PROMOS September 2022.
- Do not specify an expiry date.
- Indicate the “None” (Aucune) product family to be able to add all products regardless of family.
STEP 2: ADD RELEVANT PRODUCTS
- Select Add a supplier product in the price list dedicated to promotions and events you have just created.
- If the product already exists in the Easilys database, search for it in the list and select it to add it to the price list. In this case, the “Add a supplier product” window appears. Fill in the required information and select Add.
- If the product does not exist in the Easilys database, select Create at the bottom of the list of supplier products.
- Enter the validity date of the promotion/activity to tell Easilys when the product will be offered for order.
- Enter price.
STEP 3: CONTROL AND ADVISE
- Remember to check that the normal-price supplier product is no longer available, and that the promotional/animation version is.
- Play with the Delivery Date filter on the Supplier orders screen (Supplier orders > Supplier orders tabs) to check that the product can be ordered during the appropriate period, and that it cannot be ordered outside this period.
- Notify Easilys users by posting a message on the Easilys home page.
MANAGING THE SUBSTITUTION OF ONE PRODUCT FOR ANOTHER DEFINITIVE SUBSTITUTION
- Select the Products > Price Lists tabs.
- Select the price list in which the product to be substituted can be found.
- If the supplier product substituting the initial product already exists in the Easilys database: find it in the price list or add it by selecting + Add supplier product.
- If the supplier product substituting the initial product does not yet exist, create it by selecting + Add a supplier product, then click on Create at the bottom of the list of products proposed by Easilys.
- Indicate in the label of the substituting supplier product the reference of the supplier product it replaces. This will enable you to find the new product if you are searching for the old one by its reference number.
- Indicate a start date for the substituting product and an end date for the substituted product.
- Remember to uncheck the box Orderable? for substituted products before duplicating a price list. When a product is duplicated, the validity date is not duplicated, so that a substituted product can be ordered again.
PERIODIC SUBSTITUTION
- Proceed in the same way as for a definitive substitution, but remember to change the start and end date on the substituted and substituting products at the end of the substitution period.