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Crediting Group

What is Crediting Group?​

Crediting group helps you organize and manage your products into groups that will make it easier to manage your menus to meet government and state regulations/standards. You will be able to add crediting groups to your products and better describe the products that you are offering.

  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 group and click on it.

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

Add a new Crediting Group​

  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 Group name*: Provide the best description of the group name.
    2. Product amount unit*: Click on the dropdown arrow within the textbox to see a list of units to choose from.
    3. Rounding factor*: Click on the dropdown arrow within the textbox to see a list of numbers and fractions to indicate what the best rounding factor would be for this group.
    4. Description: Provide a description of the group name.

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

Modify or change status of Crediting Group​

Modify Crediting Group​

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

  2. You may make changes to the crediting group name regardless of whether the crediting group is currently referenced throughout the system. However, attempted changes to the product amount unit and the rounding factor 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 Group​

  1. If you would like to change the status of an existing crediting group 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 group.

    :::Tip Note If the crediting group is already mapped in the system, you cannot deactivate the crediting group 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 group.

  4. Click yes to save your changes.