Managing analytical groups

As a restaurant manager, you need to manage analytical groups to better understand cost allocation and financial reports. This guide will walk you through the process.

Start from: The Easilys menu

• Select the Products > Analytical group tabs.

An analytical group is defined by:

• Its label and code
• Its type:
  • Product: you will then need to specify the product families that make it up and whether or not they should be included in the calculation of the food cost price
  • Non-product: you will then need to indicate the VAT amount to be applied to this analytical group. "Non-product" analytical groups are used in supplier invoices if you want to indicate global amounts without specifying the corresponding products
• Whether or not it is set as default (required for certain interfaces)
• The related accounting codes (required for certain interfaces)

• The concept of analytical group is used in:
• The calculation of the food cost price
• The Supplier invoices screen
• The search filters of certain screens, for example the Stock management screen

Create a new analytical group

• Select + Create.

A blank analytical group form appears on the right side of the screen.

• Fill in the required information. Fields marked with an asterisk are mandatory to confirm creation.
• Select Save to validate creation.

Edit an analytical group

• Select the analytical group you want to edit from the list of analytical groups.

The analytical group form appears on the right side of the screen.

• Make the desired changes.
• Select Edit to confirm your changes.

Delete an analytical group

• Select the three dots next to the analytical group you want to deactivate in the list of analytical groups.
• Select Deactivate.

The Deactivation window appears.

• Select Yes to confirm the deactivation of this analytical group.

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Originally published at https://help.mapal-os.com/easilys/products/analytical-group-products/managing-analytical-groups/