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Report
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groups are the categories assigned Menu Items to track their usage and popularity in the SpotOn Restaurant Reports.
There are two types of Report Groups: Parent Report Groups and Child Report Groups. Parent Report Groups are very general, and encompass numerous Child Report Groups. For example the Parent Group, (FOOD), would hold Child Groups such as Burgers, Appetizers, Sides, Soups, etc.. Child Report Groups are typically named for the Menu Item Groups they contain.
Create Parent Report Group
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Action
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Display
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Tap the Report Groups icon
Tap the New Item icon ( + ) to create a new Report Group
In the General Information section, name the Report Group
The naming convention for Parent Report Groups is as such: (FOOD), (BEER), (BEVERAGES), etc..
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Create Child Report Group
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Action
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Display
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Tap the Report Groups icon
Tap the New Item icon ( + ) to create a new Report Group
In the General Information section, name the Report Group
Child Report Groups typically share their name with the Menu Item Group they contain, i.e., Desserts, Appetizers, Burgers, etc..
Use the drop down menu to assign a Parent Group, i.e., (FOOD), (BEER), (BEVERAGES), etc..
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Assign Menu Items to Child Report Group
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Action
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Display
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Tap the Menu Item Groups icon
Select the appropriate Group
In the Menu Items section, click the Edit Menu Items button
Use the check mark icon to select all Menu Items
All Menu Items in this Menu Item Group are now being edited
In the General Information section, use the drop down menu to select the Report Group
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Verify New Report Groups
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Action
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Display
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Navigate back to Report Groups
Select the newly created Parent Report Group
Confirm the newly created Child Report Group is visible in the General Information section
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Action
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Display
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Navigate back to Report Groups
Select the newly created Child Report Group
Confirm the Parent Group is visible in the General Information section
Verify the Menu Item section displays the correct Menu Items
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Contents
Child pages (Children Display) |
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