Welcome to. Enterprise Manager. Sodexo: GM/Manager Manual

Transcription

1 Welcome to Enterprise Manager Sodexo: GM/Manager Manual Last Updated: January 2012

2 Table of Contents Signing into Enterprise Manager... 3 Introduction to Enterprise Manager... 4 Store Selection... 5 Adding Users to Enterprise Manager... 6 Managing a Multi Location Roster... 7 Modifying Headers and Trailers... 8 Introduction to the Report Interface... 9 Sales and Operations Report Product Sales Mix Report Tender Report Waste Tracking Report Order Type Report Cash Out Report Menu Item Report Day Parts Report POS ID Information Report Journal Report Menu Item Export Theoretical Costs Report Importing Reports into Excel (Journal Report/Menu Item Export)

3 Signing into Enterprise Manager Note: Enterprise Manager is compatible with the Internet Explorer 7 (minimum) web browser. 1. Go to: sodexo.myhalo.com 2. Log in using your MySodexo or Outlook user name and password. **If you have any questions about your login information, please call the Sodexo Help Desk: Option 9, Option 2 3

4 Introduction to Enterprise Manager Enterprise Manager is a personalized management system with smart reporting and sales intelligence. Manage your business anytime from anywhere. 1. Home Navigates to Home Page. 2. Sign out Returns to sign-in screen. 3. Navigate Shows navigational path. 4. Store Selection Indicates the stores within an enterprise that are available for selection by the signed-in user. 5. Change selection Change selected stores. 6. Store Selection Shows currently selected stores. 7. Halo Editors Configure the Halo database. 8. CRS Editors Editors for adding and changing CRS questions and answers. 9. Reporting Calendar interface and all reports. 10. Menu Shortcuts Navigates directly to commonly used functions. 11. Search Search for specific products, accounts, groups, or people. 12. Help Help menu for all enterprise functions. 4

5 Store Selection While working in Halo, you can choose which Revenue Center(s) you want to view to modify in the Halo Editors. Each time you sign onto Halo Enterprise Manager, every Revenue Center to which you have been added is selected by default. Narrowing this selection can be extremely important if your company has a very large number of Revenue Centers. For example, if you manage a number of employees at many locations, you may want to limit your selection to grant employee access to specific Revenue Centers. The Store Selection tab contains a hierarchical list of your location s Revenue Centers and enables to specify the scope of your work in Halo Enterprise Manager. While every GM/Manager can access the Store Selection Tab, you can only view and select those Revenue Centers to which you have been granted access to. 1. In the Store Selection Tab, select Change Selection. 2. Click on Expand All Nodes if applicable. (If you have access to multiple locations, this will expand the hierarchy) 3. Click on the check box next to the revenue center(s) you want to view to modify in the Halo Editors. 5

6 Adding Users to Enterprise Manager 1. On the Halo Editors tab, under People, click Add/Change Employees. 2. From the Revenue Center pull down menu, select the Revenue Center to add the user to. 3. Enter the Last Name and First Name. The First Name prints on guest checks; both names print on reports. 4. Enter a Username. This is a required field, but it will not be used with any functions. We suggest using first initial and last name. Please add a digit at the end if the user name is taken. 5. Enter a POS ID. The POS ID is used to clock in and out, and to sign in to a terminal. The same POS ID can be used at each assigned revenue center. 6. From the Job Code pull down menu, select the employee s Job Code. The Job Code is used to set the user s access levels for the POS. Job Codes: Cashier will have access to run non-manager functions on the register. Or Supervisor will have access to cashier functions along with running Halo Reports on the terminal. **If you are granted a GM/Manager job code, you will not see yourself or other GM/Manager users in Enterprise Manager. ** 7. At the end of the New row, click Add. 6

7 Managing a Multi Location Roster Job Assignments One employee can have access to multiple registers, but they will need to be assigned to each Revenue Center. 1. Select the employee by left clicking on the user and then click on Job Assignments. 2. Select the appropriate Revenue Center from the pull down menu. 3. Keep the Access location as default. 4. Select the Employee, Job Code and POS ID that the employee should use in this Revenue Center. (It should match the following Revenue Center below) 5. Repeat Steps 1 to 5 for each Revenue Center that this employee needs access to. **If a specific Job Code does not appear on the Job Code drop down list, that indicates that the user has already been assigned the Revenue Center and Job Code.** To view training videos on how to add users, please visit the following site: (Adding users to Enterprise Manager / Managing a Multi Location Roster) 7

8 Modifying Headers and Trailers 1. On the Halo Editors tab, under Printing, click Add/change headers/trailers. 2. To edit a field, change the display text as necessary and click on Save. Recommended Fields to update with the location name, address and phone number: Default Credit Header Default Footer (If you d like to include a promotional message and/or website) Default Header Default NoSign Footer Default Pole Display Msg1 (This appears on the top line of your customer display on your register) Default Pole Display Msg2 (This appears on the second line of your customer display on your register) To view training videos on how to add users, please visit the following site: (Modifying Headers and Trailers) 8

9 Introduction to the Report Interface To generate reports, the user selects report date(s) from a calendar interface, and then chooses from a list of reports provided. Dynamic drill down capabilities allows the user to access transaction detail right down to line item purchase. 1. Click the Reporting Tab. The calendar interface appears. 2. Select one or more days on the calendar interface from which you want to draw reports. 3. From the Report list above the calendar, select the desired report and then click Run. 4. The report will appear in the reporting field to the right of the calendar. The reporting view can be enlarged by selecting the screen view changer located on the grey bar on the left of the reporting field. 5. Within each report, there is the ability to drill down to more detailed information by selecting the links provided. You can drill down to the line item detail of a transaction. 9

10 Sales and Operations Report This report provides the following information: General Revenue, Menu Item Sales Detail, Gross Receipts Detail, and Server Sales Detail. Report Links: 1. The links in the location column drill down to the Revenue Center level, and from there to Major Group, Family Group, and Menu Mix detail. Revenue Center Major Groups 10

11 Family Group Menu Mix Sales by Hour/30 Minute/15 Minute Intervals If you click the "Major Group Totals for <unit>" link in the Sales and Operation Report it drills down to the Major Group Report, then the links in the Gross Sales column from the Major Group totals drill down to the Sales by Hour/30-minute/15-minute Interval Report. For some restaurants, the Sales by Hour report does not give you enough insight into your busiest periods. If you run a lunch counter, for example, how do you know where to position your staff at the appropriate times? This new report allows Managers to see a breakdown of sales by 15-minute and 30-minute intervals in addition to the 1-hour intervals. Wherever you previously saw the Sales by Hour report, you will see the enhanced controls that allow you to select 30-minute and 15-minute intervals. You can find this series of reports from the Sales and Operations report by drilling into the Gross Sales within the Major Group totals. 11

12 Sales by Hour Sales by 30 Minutes 12

13 Sales by 15 Minutes There are two reports for the 15 Minute Report, Sales by Period and Items Sold Totals (by Guest Count) Selecting Service Count will display the Sales by Period. Important: The Service Count link displays the number of transactions per period. Generating this section of the report may take longer time to run than the Revenue section. 13

14 The Sales by Interval report now includes totals for Gross Revenues, Discounts, Transactions and Guests. These are defined as follows: Gross Sales The gross dollar amount of sales. Discounts The dollar amount of discounts offered in the selected interval. Transactions The count of transactions or checks or processed in the selected interval. Guests The number of guests served during the selected interval (for full-service when you have multiple diners on a check) Product Sales Mix Report Use the Product Sales Mix Export report to export a list of all active menu items from any of your Revenue Centers and their sales numbers for a single day into a.csv (Comma Separated Value) file. The formatting of this file type is compatible with most spreadsheet based inventory management systems. The Product Sales Mix Export interface allows you to select one or more Revenue Centers, and then generates one file containing all active items at each selected Revenue Center. The exported file contains at least one line for each currently active menu item added to each selected Revenue Center. One line is listed for each price at which the menu item was sold during the specified business day. If a particular menu item had no sales during that day, one line will be listed with a price of '0'. Each line contains the following information: -Date Stamp -RevenueCenterID: -RevenueCenterDesc: -Major GroupID: -MajorGroupDesc: -FamilyGroupID: -FamilyGroupDesc: -PLU/SKU: -ItemDescription: -Cost -Price -Quantitysold: -Amount: 14

15 To export your product sales mix 1. From the Reporting Calendar, select a single day for which you want to export your product sales mix. 2. From the Report list, select Product Sales Mix Export and then click Run. The Product Sales Mix Export Selection screen appears. 3. From the Select Revenue Centers pane, select every Revenue Center whose data you want to export. 4. On the right-hand pane, click the Product Sales Mix Export link. Halo generates the export file and displays the File Download dialog box. 5. Click Save. 6. Browse to where you want to save the file and then click Save. 15

16 Tender Report The report shows gross and net amounts tendered. From this summary, you can drill down to details reported by tender type and by guest check. The links in the location column drill down to the revenue center level, and from there to Tenders by Server, Closed Checks, and Guest Check detail. 16

17 Waste Tracking Report Use the Waste Tracking Report to review menu item wastage in your Revenue Centers for any timeframe. This report provides a breakdown of all menu items with any wastage during the specified date range and assesses the actual contribution of a given menu item to your business by comparing dollars sold to dollars wasted. If a particular menu item had no wastage during the specified date range, it will not appear in this report. The links in the Location column drill down to the Store level, and from there to the Revenue Center level. Once at the Revenue Center Level, the links drill down into the Major Group Level, and then down to the actual Waste Tracking Report for a given Family Group. 17

18 The Waste Tracking Report displays the following information for each menu item with wastage during the specified date range: Item: Price: Theoretical Cost: Theoretical %: Number Sold: Net Sales: Number Wasted: Waste $: Actual Cost: Actual Cost %: Potential Contribution: Actual Contribution: 18

19 Order Type Report Use the Order Type Report to review sales in any of your Revenue Centers for each of your Order Types. This report provides a breakdown of your sales figures for each Order Type assigned to any Menu Items during the specified date range. Any Menu Items sold during the specified date range that were NOT assigned an Order Type will not be included in this report. The links in the Location column drill down to the Store level, and from there to the Revenue Center level. Once at the Revenue Center Level, the links in the Location column open the actual Order Type Report for individual Revenue Centers. The Order Type Report displays the following information for each Order Type assigned to a Menu Item during the specified date range at the chosen Revenue Center: Order Type: Net Sales: % of Net Sales: # of Orders: % of # of Orders: Order Average: 19

20 Cash Out Report This report shows the summary and detailed server cashout reports. The links in the Location column drill down to the Store level, the Revenue Center level and finally down to the Employee Level. At the Revenue Center level, the links in the Sales column open the Employee Cashout Report for all employees at the selected Revenue Center. At the Employee Level, the links in the Employee Name column open the Employee Cashout Report for only the selected employee. 20

21 Menu Item Report This report shows Group and Items Sales Detail by quantity of menus items sold. Note: The Products link value displays the total number of products for that Store/Revenue Center, it is not how many products are sold for the selected period. To see the products actually sold for the period, you need to click the link and drill down further. The links in the Location column drill down to the Revenue Center level (above) and from there to Sales Mix Detail for Major Groups, Family Groups, and Menu Items. 21

22 Day Parts Report This report displays data on your sales for any specified date range, broken down by each of the day parts during which your Revenue Centers serve customers, such as Breakfast or Lunch. You can use this report to assess your sales performance during each of your day parts for any of your Revenue Centers. The links in the Location column drill down to the Store level, and from there to the Revenue Center level. The links in the Net Revenues column open the actual Day Parts Report for individual Store Groups, Stores, or Revenue Centers. 22

23 The Day Parts Report is broken into a number of sections, each representing a given Day Part and Revenue Center. In each of these sections, the report displays data for all sales during a particular day part in a particular Revenue Center for the specified date range. For each Revenue Center's day part, this report displays the following sales data: Revenue Name: Day Part: Major Group: Family Group: Net Revenues: Major Group Total: Major Group Average Check: Guest Count: Beneath the last Day Part section for the last Revenue Center, a final total is displayed summing up the total sales and Guest Count for all day parts and Revenue Centers included in the report. In this total, sales are counted as the total Net Revenues plus taxes. 23

24 Tenders: At the bottom of the Day Parts Report, the Tenders section displays a breakdown of all sales posted using each type of Tender during the specified date range for all Revenue Centers included in the report. This section displays the following columns: Tender Name: Amount: Tender Quantity: POS ID Information Report This report displays a list of every employee added to a particular Revenue Center and their POS ID and Payroll Number for that Revenue Center. This report is not affected by your date range selection on the reporting calendar in any way. 24

25 The links in the Location column begin at the Store level and drill down to the Revenue Center level. Once at the Revenue Center level, the links in the Location column open the actual POS ID Information report for individual Revenue Centers. The POS ID Information report displays the following information for each employee at the selected Revenue Center: First Name: Last Name: POS ID: Payroll Number: 25

26 Journal Report This report displays detailed information on all transactions for a specific day and register. Information includes: Check ID, Tax Applied, Date/Time, Username, Job Code, Value, Major Group, Family Group and etc. Select a location and then click on ASCII: Journal. The report will now extract, this may take a few minutes. The file will extract as a TXT file, save this file to your local drive. (To import this report into Excel, please click on this link for more information: Excel Import Pg. 30) 26

27 Menu Item Export This report displays detailed information on all the items currently in your location. Information includes: Family Group, Major Group, Product Code, Barcode, Price, and etc. Step 1: Select store groups and then click on the Menu Item Export. Save this file to your local drive. (To import this report into Excel, please click on this link for more information: Excel Import Pg. 30) 27

28 Theoretical Costs Report This report provides the following information: Net Revenues, Cost, and Product Cost %. Report Links: 1. The links in the location column drill down to the Revenue Center level, and from there to Major Group, Family Group, and Menu Item details. Revenue Center Major Groups 28

29 Family Groups Menu Item 29

30 Importing Reports into Excel (Journal Report/Menu Item Export) Open a NEW file in Microsoft Excel: select the DATA TAB and select From Text You are now prompted to select the file you saved. Select the file and select IMPORT. Excel will now walk you through a 3 step wizard: 1. Select delimited and then choose NEXT. 30

31 2. Select Comma and select Next: 3. Then Select Finish 31

32 4. Excel will now prompt Where do you want to put the data? Select Existing Worksheet (Default selection) 5. Last step, select the full worksheet : go to HOME 6. Go to Find & Select : REPLACE : and I Find all (double quotes) and replace all with blank. This removes all the characters. 32