The document provides step-by-step instructions for performing various functions in Menulink related to sales, purchasing, invoicing, employees, and scheduling. It outlines the process for tasks like creating sales and purchase orders, viewing invoices and forecasts, adding employees and inventory items, and editing punches and schedules. Most data imports and edits are not recommended directly in Menulink as the system relies on timely reporting of data imports.
The document provides step-by-step instructions for performing various functions in Menulink related to sales, purchasing, invoicing, employees, and scheduling. It outlines the process for tasks like creating sales and purchase orders, viewing invoices and forecasts, adding employees and inventory items, and editing punches and schedules. Most data imports and edits are not recommended directly in Menulink as the system relies on timely reporting of data imports.
The document provides step-by-step instructions for performing various functions in Menulink related to sales, purchasing, invoicing, employees, and scheduling. It outlines the process for tasks like creating sales and purchase orders, viewing invoices and forecasts, adding employees and inventory items, and editing punches and schedules. Most data imports and edits are not recommended directly in Menulink as the system relies on timely reporting of data imports.
The document provides step-by-step instructions for performing various functions in Menulink related to sales, purchasing, invoicing, employees, and scheduling. It outlines the process for tasks like creating sales and purchase orders, viewing invoices and forecasts, adding employees and inventory items, and editing punches and schedules. Most data imports and edits are not recommended directly in Menulink as the system relies on timely reporting of data imports.
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MenuLink How To
Sales /Deposits/ Sales Mix/ Forecasting
Description Print Worksheets, create purchase orders, convert purchase orders to invoices and create invoices. Note These instructions assume you always start at the Main Switchboard
Most companies have limitations set up for the data import, and edits based on user. The reason is companies depend on timely reporting of data and it these limits are not met it can skew the reporting for the time periods. If you find you cannot do the following processes with the MOD sign on then it will need to be escalated to either Menulink SME and or Corp support.
Action Create Sales View Sales Delete Sales
Import Sales
Edit Sales Create Deposit
View Deposit
Delete Deposit Import Deposit
Steps *Sales are imported from a POS system and area not added manually to Menulink. Editing Sales is not advised in any fashion. 1. Click Sale 2. Click Reconcile 3. Select date that you want to view *Deleting sales in Menulink is not advised. 1. Click Sales 2. Click Sales Mix 3. Select date 4. Press the button that says Clear POS Imports 5. Select date and options 6. Select Clear Data 7. Ok 8. Close See import sales to repopulate data. 1. Grind Aloha Data for date of import 2. Click Sales 3. Click Import 4. Click import by date 5. Select date ( if this is more than a week contact Menulink Specialist) 6. OK *Editing sales in Menulink is not advised. 1. Click Sales 2. Click Deposits 3. Click New 4. Fill out form 5. Click Save 1. Click Sales 2. Click Deposits 3. Select Date Range 4. Find Deposit 5. Click Lookup *Deposits cannot be deleted from Menulink once created 1. Grind Aloha Data for date of import 2. Click Sales 3. Click Import 1
5. Select date ( if this is more than a week contact Menulink Specialist) 6. OK *Deposits cannot be edited in Menulink once created. *Sales Mix is imported from a POS system and area not added manually to Menulink. Editing Sales Mix is not advised in any fashion. 1. Click Sales 2. Click Sales Mix 3. Select Date *Deleting Sales Mix in Menulink is not advised. 1. Click Sales 2. Click Sales Mix 3. Select date 4. Press the button that says Clear POS Imports 5. Select date and options 6. Select Clear Data 7. Ok 8. Close 9. See import sales to repopulate data. 1. 2. 3. 4. 5.
Grind Aloha Data for date of import
Click Sales Click Import Click import by date Select date ( if this is more than a week contact Menulink Specialist) 6. OK *Sales Mix is imported from a POS system and area not added manually to Menulink. Editing Sales Mix is not advised in any fashion. 1. Click Sales 2. Click Forecasting 3. Select the period and week you want to forecast. 4. Click New Forecast 5. Click Save 1. Click Sales 2. Click Forecasting *There currently is not a way to delete the forecast. You can overwrite the current forecast with a New Forecast. See Create Forecast *Menulink creates forecast from the sales data that is imported from the POS system so No import function available. 3. Click Sales 4. Click Forecasting 5. Select the period and week you want to forecast. 6. Click New Forecast 2
MenuLink How To 7. Click Save
Purchasing / Invoicing/ Vendors/inventory
Action Create a Purchase order
View a Purchase order
Delete a Purchase order
Import a Purchase order Edit a Purchase order
Create an Invoice
View an Invoice
Delete an invoice
Steps 1. Click Purchasing 2. Click Orders 3. Click Order by Vendor 4. Select Vendor 5. Select Date range for the order 6. Order items 7. Click Send Order Now when complete 1. Click Purchasing 2. Click Orders 3. Click Orders 4. Select Date Range for the order 5. Activate Show Converted Orders Top center of the screen 6. Highlight the Purchase order you want to view 7. Click Lookup 1. Click Purchasing 2. Click Orders 3. Click Orders 4. Highlight the order 5. Click Delete Menulink does not import a purchase order 1. 2. 3. 4. 5. 6. 7. 1. 2. 3. 4. 5. 1. 2. 3. 4. 5. 6. 1. 2. 3. 4.
Click Purchasing Click Orders Set start and end dates Find Purchase order Click Lookup Make your changes Click Save Click Purchasing Click Invoices Click New Key in invoice information Click Save Click Purchasing Click Invoices Set start and end dates Find Invoice Click Lookup Click Save Click Purchasing Click Invoices Set start and end dates Find Invoice 3
MenuLink How To Import an Invoice Edit an Invoice
Create Vendor View Vendor
Delete Vendor Import Vendor Edit vendor Create an inventory
View inventory
Delete inventory Import Inventory Edit Inventory
Add an item to an inventory
5. Click Delete 6. Click Save Please see Menulink SME for client specific instructions 1. Click Purchasing 2. Click Invoices 3. Set start and end dates 4. Find Invoice 5. Click Lookup 6. Make your changes 7. Click Save For most clients this is completed by the Menulink Administrator Please see Menulink SME for client specific instructions 1. Click Purchasing 2. Click Vendors 3. Locate vendor and highlight 4. Click Lookup For most clients this is completed by the Menulink Administrator Please see Menulink SME for client specific instructions This is an advanced feature and is completed by the Menulink Administrator Please see Menulink SME for client specific instructions For most clients this is completed by the Menulink Administrator Please see Menulink SME for client specific instructions 1. Click Inventory and Prep 2. Click Inventory Posting 3. Click on the inventory that you want to enter 4. Enter the data 5. Save 6. Exit to main 1. Click Inventory and Prep 2. Click Inventory Posting 3. Click on the inventory that you want to view 4. Click Existing Tab 5. Select Date 6. Exit to main Inventories cannot be deleted. Please see Menulink SME for client specific instructions This is an advanced feature Please see Menulink SME for client specific instructions 1. Click Inventory and Prep 2. Click Inventory Posting 3. Click on the inventory that you want to edit 4. Click Existing Tab 5. Select Date 6. Make Edits 7. Click Save 1. Click Inventory and Prep 2. Click Inventory Posting 3. Click on the inventory that you want to edit 4. Click Existing Tab 4
MenuLink How To 5. Select Date 6. Complete inventory 7. Click Save
Employees /Labor/Scheduling
Action Create Employee
View Employee
Delete Employee Import Employee Edit Employee
Create Punch
View Punch
Delete Punch
Steps 1. 2. 3. 4. 5. 1. 2. 3. 4.
Click Employees Click Employee Maintenance Click New Fill out all of the information Click Save Click Employees Click Employee Maintenance Locate Employee Click Lookup
Employees records cannot be deleted once there are hours
worked associated with. Employee records are made inactive by the termination process. This is an advanced feature and is completed by the Menulink Administrator Please see Menulink SME for client specific instructions 1. Click Employees 2. Click Employee Maintenance 3. Locate Employee 4. Click Lookup 5. Make the edits 6. Click Save 1. Click Payroll 2. Click Shifts 3. Select Date 4. Select Employee 5. Click Lookup 6. Add hours 7. Click Save 1. Click Payroll 2. Click Shifts 3. Select Date 4. Select Employee 5. Click Lookup 6. View hours 7. Click Save 1. Click Payroll 2. Click Shifts 3. Select Date 4. Select Employee 5. Click Lookup 6. Highlight the punch and press Delete on your keyboard 5
MenuLink How To Import Punch Edit Punch
Create Schedule
View Schedule
Delete Schedule Import Schedule Edit Schedule
7. Click Save See import sales above 1. Click Payroll 2. Click Shifts 3. Select Date 4. Select Employee 5. Click Lookup 6. Edit hours 7. Click Save 1. Click Scheduling 2. Click Employee Scheduling 3. Click the New Tab 4. Select Option 5. Click Continue 6. Add/remove shifts 7. Click Save 1. Click Scheduling 2. Click Employee Scheduling 3. Click the Existing Tab 4. Select Date 5. Click OK Schedules cannot be deleted. Please see Menulink SME for client specific instructions Schedules cannot be Imported. Please see Menulink SME for client specific instructions 1. Click Scheduling 2. Click Employee Scheduling 3. Click the Existing Tab 4. Select Date 5. Edit Schedule 6. Click OK
