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Crediting

What is Crediting?​

Crediting helps meet government food regulations by classifying food categories and unit specifications for specific types of food for your company and the amount that you are offering to your consumers. Our system can capture crediting information and help let you know when you are below a certain benchmark.

  1. Click on Configuration on the main navigation menu. Locate Master and click on it.

  2. Find the recipe manager tab and click on it.

  3. A new screen appears which shows the list of all the core master tables. Locate the one which says crediting and click on it.

  4. This will open a screen where you can see all of the active and inactive crediting which are setup for your company.

Add a new Crediting​

  1. Click the Add button on the top right side of the screen.

  2. The system will open a popup screen in which you can fill in the following fields

    Note

    Mandatory fields are indicated by the * next to the name

    1. Crediting type*: Provide the name of the crediting type here.
    2. Crediting unit*: Click the dropdown arrow in the textbox to see a list of the units available to choose from.
    3. Crediting group*: Click the dropdown arrow in the textbox to see a list of the crediting groups available to choose from.
    4. Description: Provide a description of the crediting entry here.

  3. Click the save button. The crediting will be active by default.

Modify or change status of Crediting​

Modify Crediting​

  1. Click on the pencil icon next to the crediting that you would like to modify.

  2. You may make changes to the crediting type regardless of whether the crediting is currently referenced throughout the system. However, attempted changes to the crediting unit and the crediting group may be blocked caused by data mapping. (if this kind of modification is needed you may need to reach out to technical services to discuss the situation and they can direct you further)

Change status of Crediting​

  1. If you would like to change the status of an existing crediting to active or inactive, you will first need to look at the “change status” Column where you will find either a grey or green shaded circle.

  2. Click on the circle to either activate or deactivate the Crediting.

    :::Tip Note If the crediting is already mapped in the system, you cannot deactivate the crediting until you unmap it everywhere in your system. If this kind of modification is needed you may need to reach out to technical services to discuss the situation and they can direct you further :::

  3. You will be presented with a menu where you will be asked if you want to activate or deactivate the specified crediting.

  4. Click yes to save your changes.