Set Up Product Control Tracking in the Portal
Table of Contents
Product control tracking requires three tabs to set up for use:
1. Set Up Items
Each item must be set up for product control tracking using the required and optional product control fields.
1. Log in to the portal at www.datecodegenie.com using the recommended browser. See Supported Internet Browser for Portal Access
2. Click on the Items tab on the side bar.
3. Click the edit button (pencil icon) for an item or create a new item, see Manage Items
4. Click on Product Control tab.
5. Click the Product Control checkbox to set the item to track and see the additional settings.
6. Select the Unit Type from the dropdown list for the measurement of the item.
7. Click the Auto Set 1/1 Ratio checkbox if the item will be tracked by printing 1 label for 1 prepped item. Leave unchecked if the item will be tracked by printing 1 label and the prep quantity will vary.
8. Click Save Changes.
9. Return to the item's edit page and click on the Details tab.
10. Add a monetary value (no currency symbol required) to the Cost of Goods field, and a percentage to the Royalty field if needed.
11. OPTIONAL: Set up the barcode, if using a barcode to track waste, see Add a Barcode.
12. Click Save Changes.
2. Set Default Scanning Method
If using barcode or Print ID to scan waste, set how waste will be tracked in the Settings tab.
1. Go to the Settings tab on the side bar.
2. Go to App Product Control Defaults and select your preferred scanning method from the dropdown menu, barcode, or QR code (Print ID).
NOTE
Selecting Both from the dropdown list will require staff to select Barcode or QR Code on the app to scan waste.
3. Click Save Changes.
3. Set Up Printer Profile
Add features to print on labels from the Layout Designer for prep and waste recording.
1. Click on the Printer Profiles tab on the side bar.
2. Click the edit button (pencil icon) from a Printer Profile to edit, or add new Printer Profile. See Manage Printer Profiles.
3. Scroll down and click the Layout Designer button to open the Layout Designer window.
4. Locate any features needed from the Features section, on the left hand side, and drag and drop onto the label in the middle label preview section.
a. Text Group - Product Control Prepped Qty
TIPS & TRICKS
Add to prep labels when items are not recorded with a one to one ratio for a visual on the label of the total quantity prepped.
b. Other Group - Barcode or Print ID
NOTE
Turn Autofill on for Print ID to ensure the QR code is sized correctly for scanning.
WARNING
Be sure to select the Print ID feature if using an auto-generated QR Code to track waste.
NOTE
- When placing more than one scannable feature on a label such as barcode, QR Codes or Print ID, allow enough space between each feature to scan properly.
- Size of Print ID feature area on label preview cannot be reduced due to consistent ability to scan.
5. Click Save Changes button.
