Kitchen
How do I create a supplier?
1. Go to **Settings > Kitchen Settings > Suppliers** (/admin/suppliers) and click **Add new** (there is also a **How to Create a...
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How do I create a vendor?
Select a kitchen location first (Vendors are stored per location). Then go to **Settings > Kitchen Settings > Vendors** (/admin/vendors), click **Add...
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How do I create allergens and dislikes?
With the **Allergens & Dislikes** module go to **Settings > Kitchen Settings > Allergens** (/admin/ingredientsallergens) or **Dislikes** (/admin/ingredientsdislikes), click **Add new**, enter...
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How do I create an add-on group and add items with prices?
1. Open **/admin/addons-groups** and click **Add New**; enter a **Name** and optional **Image**, then **Save**. 2. On the group page click **Add...
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How do I create an extra and what do its fields mean?
On **Extras** click **Add new Extra**: - **Is Active?** / **Show Ratings?** toggles. - Main image plus up to three gallery images...
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How do I create an ingredient category and give it an icon?
1. Go to **Settings > Kitchen Settings > Ingredient Categories** (/admin/ingredientscategories) and click **Add new**. 2. Enter the **Name** (required). With the...
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Sprwt
Catering & Proposals
How do I create a venue?
1. Go to **Catering > Venues > Venues** and click **Add new**. 2. Upload a photo by clicking the image box (optional)....
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How do I create an event from the calendar?
Click the day number in any monthly or weekly cell (or the day heading in daily view). A small panel opens with...
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How do I create an Event Time Category?
1. Go to **Catering > Proposal Settings > Event Time Categories** and click **Add new**. 2. Enter the **Name** (required; otherwise you...
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Retail
Marketing
How do I create an affiliate rule?
1. Go to **Marketing > Affiliates > Affiliate Rules** and click **Add Rule** (`/admin/affiliate/rules/0`). 2. Leave **Is Active** on, enter a **Rule...
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How do I create an SMS template?
1. Go to **Marketing > SMS > Templates** and click **New Template**. 2. Enter a **Name** (must be unique — you get...
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How do I create and send an email campaign?
1. Go to Marketing > Email > **Campaigns** and click **+ Create Campaign**. In the *What type of campaign would you like...
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Hr Tools
How do I create an open shift request?
1. Go to **HR Tools > HR > Open Shifts** and click **+ Create Open Shift**. 2. Choose **Role Needed** (a job...
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How do I create and assign a task?
1. On **Employees Tasks** (or an employee page / the Dashboard) click **+ Add New Task**. 2. Enter the **Task Title** and...
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How do I create or edit an Employee Profile?
1. Go to **HR Tools > Employees > Profiles** and click **+ Add new** (or the profile's ID to edit). 2. Enter...
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