Analytics: Monthly Sales Summary Report
Run the Monthly Sales Summary Report in Analytics to see a breakdown daily, weekly, and monthly of your sales by either gross or net. Also includes details of total guests and tickets, and provides a guest and ticket average.
Analytics: Prime Cost Monthly Report
The Prime Cost and Prime Cost Weekly reports are two of the most loved reports in Analytics, so we've added a Prime Cost Monthly one as well for you! See your Prime Costs for the previous months to compare to the selected month.
Company Logo included in Recipe PDFs
If you've uploaded the logo for your business on the Store info page, this logo will now export on the Recipe PDF.
EDI Ordering with Imperial
Craftable now supports ordering via EDI (electronic data interchange) to the vendor Imperial.
Punchout with Image38
Craftable now supports punchout ordering to Image38. This means that from the eProcurement page on Craftable you're able to punchout directly to Image38's online ordering platform, and place orders directly within their system.
Order Guides added to House
Order Guides are now available within House. See this article for more details on Order Guides within Craftable.
Heartbeat Available for Square, Brink, and Revel
Heartbeat in Analytics is now available as an add-on for users with Square, Brink, and Revel POS. Heartbeat integration is also available for users with Aloha or Toast as their POS.
Heartbeat polls your POS every 15 minutes to pull in your sales and labor data, giving you a real time look at your labor costs vs sales, allowing you to make immediate staffing decisions to more efficiently run your business.
Heartbeat is an add-on that is only available with an Analytics subscription. Please reach out to email@example.com to request a demo if interested.
Sysco added to eProcurement
Users with Electronic Invoicing as part of their package who also use Sysco as a vendor can now be set up within Craftable's eProcurement module. eProcurement allows you to access the vendor's online ordering portal, build your order in the vendor's portal, and then bring the order back into Craftable once it's been placed through the vendor's system. Please note that at this time eProcurement is not compatible with Budgets.
Set Storages during Invoicing
You can now allocate items to storages when creating new items during Electronic Invoicing. Just click the Storage tab and select which storages you want the item to be available when taking your audit.
Analytics - Enhancements to Menu Engineering Report
The Menu Engineering report in Analytics, which allows you to see your recipe items displayed on a classic profitability vs popularity grid, has been enhanced to now support the ability to manually enter your estimated costs as well as manually override the prices. This allows you to see how changing the ingredients to decrease your costs, or changing your prices can improve your profits, using specific items and your actual POS sales data to enact actionable changes to increase profits.
Analytics - Declining Budgets
Available within Analytics under the Forecast section, there is a new Declining Budgets page. Craftable can build a declining budget for you based on sales and purchase data from the last few weeks, and taking into account a percentage increase or decrease based on your own internal forecasts.
Gordon Food Service (GFS) added to eProcurement
Users with Electronic Invoicing as part of their package who also use Gordon Food Service (GFS) as a vendor can now be set up within Craftable's eProcurement module. eProcurement allows you to access the vendor's online ordering portal, build your order in the vendor's portal, and then bring the order back into Craftable once it's been placed through the vendor's system. Please note that at this time eProcurement is not compatible with Budgets.
Search by SKU while Mapping Invoices
If you have the correct SKU saved against your purchase unit you can easily map lines on electronic invoices by typing (or pasting) the SKU into the Name field to search. The system will pull up all items with that number in either their name or SKU field, making invoice mapping super speedy!
Catchweight by Purchase Unit
We have expanded our support of catchweight items to now allow catchweight to be toggled against each individual purchase unit (rather than against the item as a whole). This provides enhanced flexibility to support the various ways that vendors charge for similar items. For instance if some of your vendors charge you by the "each" (each chicken, each wheel of cheese, etc...) but others charge you by the pound for that same item, you can count the item by the each, and receive it by the each from some vendors, while receiving it by the lb from others.
Invoice vs Order Variance report added to Scheduled Reports
For users who want to stay on top of discrepancies between what they order and what they receive, you can now schedule the much loved Invoice vs Order Variance Report. To configure your Scheduled Reports just click Reports in the navigation bar and select Scheduled Reports. From there 20 reports are available to be emailed out to you periodically, based on the settings you select.
Craftable's House platform now includes Par settings and eProcurement
The Par functionality from Bevager and Foodager has been added to the House platform, as has the eProcurement functionality.
Price Details Report Enhancements
The Price Details report has been improved to now include a Category dropdown filter, as well as a new column that displays the current CU Price. This report is very helpful at showing you items that have been received incorrectly on invoices, or instances where your vendor over charged you.
Day-Month-Year Date Format
Craftable now supports the DD/MM/YYYY date format that is used in many non-US countries around the world. If you would like your Craftable account changed from MM/DD/YYYY (which is the default) to DD/MM/YYYY please contact Craftable Support!
New Analytics Report - Menu Popularity
A new report, called Menu Popularity has been added to Analytics in the Profit Analysis Section. This report allows you to see your POS Items, Modifiers, or both, and analyze them for profitability, based on the Cost.
If you've set your recipes up in Bevager/Foodager/House and mapped the recipes to POS Buttons the Cost column in this report will auto-update with the current cost of the recipe based on your items current CU Prices. But you can also enter your estimated costs for each button by going to Settings in Analytics and selecting "Cost of POS Items". On this page you can manually enter the estimated cost for each button, which will flow through the reports in Analytics for analysis purposes.
Analytics Dashboard - Gross & Net
Analytics Home screen has been updated to now include the ability to toggle the data between either Gross or Net. Just click to switch back and forth.
Commissary Make List Enhancements
The Make List page within Craftable's Commissary module has been upgraded to better facilitate production processes. You can now change the data listed to show based on what has been Ordered, what you need to Buy, and what you need to Make. The Make option allows filtering by Menu List, so you can share Make Lists with different team members from different parts of production (e.g. Prep List separate from final Product list).
Logbook emails have been expanded to now include not just POS Sales data, but also Labor if you have labor as part of your Craftable subscription. Logbook is only available within Analytics and sends out an email daily to the specified email addresses including yesterday's POS Sales data, as well as other configurable staff notes and task logs.
Logbook emails also now support entering Notes by Meal Periods:
For users with Director you'll be able select whether you want the POS Sales broken out by all selected stores, or consolidated across the selected stores, or both.
Added Sales by Revenue Center, Sales by Hour, and Sales by Order Type reports to Analytics platform.
Theoretical Cost Summary Report
Under the Inventory section of Reports List, a new report called "Theoretical Cost Summary" has been added. This report calculates your Theoretical COGS at any point in time based on the data available on the system. Starting with your last Full Audit counts, and adding purchases from invoices, accounting for transferred goods, depleting items from your POS sales as well as any manual depletions, and arriving at a final theoretical inventory cost to compare it to your POS Sales data (based on POS Group Mappings) over the time frame.
Unsynced Invoices Report
Report added to Books to show all invoices that have not yet been synced to your accounting software. The report displays all invoices in all platforms and includes what status the invoice has and the amount. This report can help your AP team understand any payments that might be coming up soon to assist with managing your cash flow.
Vendor Order Guide Update
Vendors can now add items to their order guides through the system in addition to already being able to update prices and mark items as Out of Stock. Increased clarity of instructions in the Excel file if vendors prefer to update items and pricing via import. Click here for more details on functionality.
Price Details report is now available as a Scheduled Report.
Count of Bills added to Books
The count of all Bills/Credits waiting to be approved and synced is now visible next to the relevant pages in Books.
Scheduled Reports at Specific Time
You can now select your time zone and a specific time for your scheduled reports to be emailed to you.
Added aggregation of data to Sales Comparison report at Director.
Actual vs Theoretical Report + Batches
The Actual vs Theoretical Details and Summary reports have been updated to include batches. (Note: if you use prep items rather than batches to track your inventory you should use the Actual vs Theoretical Details with Prep Items report).
Add Logo to Order PDFs
You can upload your company's logo to be included on the PDF of every order you place through the system. Please refer to the article titled "Add your Logo to the Order PDF" for further details.
Use Credit Memo button in Books
The "Use Credit Memo" button is now available against credit memos in the Books platform. Within Books, Credit Memos are found under the Invoices option in the navigation. Throughout the platform, credit memos are a request for a credit, that should be sent to your vendor. Your vendor should issue you an official credit, at which point you can mark that you've received this by pulling up the credit memo and indicating "Use Credit Memo".
Map Vendors on Electronic Invoices permission
Venues that use electronic invoicing, may from time to time process an invoice with a vendor that is new to the platform. When this happens, the invoices comes through with the status of "Unmapped Vendor". You can now restrict users from mapping this new unmapped vendor to an existing vendor, by turning off the permission titled "Map Vendors on Electronic Invoices". This permission has no effect if you do not use electronic invoicing.
Hide Pack Size on Order
You can now choose to hide the Pack Size of your purchase unit when placing an order. If this is turned on, the PU Name field is mandatory, as this value will replace the pack size on the order. For instance, if you count an item by the pound but your vendor sells it by the each, you might make the purchase unit with the average pounds per each, but instead of displaying this to the vendor when you order, you would hide the pack size and replace it with the PU name.
Above you can see the item is counted by the 1 pound, but one of the vendors sells it by the "whole chicken". The pack size has been set to the average weight of the "whole chicken", but this field will be hidden from the order so the vendor will not see it.
Note that on the order instead of seeing the pack size of "3.5 x 1lb", just the name "whole chicken" displays.
Director Purchase Unit Manager
The Purchase Unit Manager at Director (accessible under Items & Vendors > Manage Items > Item Manager > Purchase Units) has had enhancements made. Including the addition of a "Stores" column to see how many other stores the PU is available in, the "ID" column, additional filters for Category, Subcategory, and Vendor, as well as displaying the In Stock amount for the selected store. The "In Stock" column is also drill-able, displaying the In Stock amount and store-level CU Price at each store the item is in.
Orders that are "Historic" cannot be edited. This is in line with requirements for publicly traded companies that are periodically audited, historic orders are a record of the order at the time, and edits after the fact should not be allowed.
Images on Order Form
If you have the store setting "Display Item Pictures" turned on, you will now see your item images displayed on the Order Form. (Note that images can be added by either linking an item to the catalog, or by uploading your own image).
Payments / Checkbook
Enhancements have been made to the Payments section of Books, which allows you to make payments through the system via either ACH, e-check or paper check. See the Payments section of the Knowledge Base for more information.
Theoretical Costs vs Sales Report
An "Unmapped" section has been added to the bottom of this report to display any sales that have been made where the POS button has not been mapped to a recipe. This ensures that the cost % you see at the bottom of the report below "Unmapped" takes into account even your unmapped sales. Though keep in mind for any unmapped buttons, the platform has no knowledge of what costs would be associated with this sale.
Across the platform we have over 50 unique reports, and while we love them all, we know that it’s impossible not to pick favorites. Now you can pick "Favorite Reports" for your store by clicking the star icon() next to a report on the Reports List page. This is available to all account owners by default, and is controlled by a permission under Team Accounts. Keep in mind that reports that are starred will be starred for all users within that store.
The Books module features an Operations Statement, which allows you to see your "Sales" and "Cost of Sales" against completely configurable operations groups. This report is currently only available to users with Books with eligible POS systems. See this article for full details.
Flagging Audit Items for Recount
Accounts with Director have the ability to set parameters on their Director Configuration page that flag items that fall outside of variance settings to request the auditor to recount the flagged items. See this article for details on set up and use.
We’ve increased the precision of our depletion calculations from 2 decimal places to 8 decimal places. You’ll now see a dotted line under items that have calculations beyond the 2 decimal places that display. By hovering over this value, you’ll see the full value, which is what the platform is using to make all calculations.
Add New Vendor - Quick Access Button
Quick Access to the "New Vendor" panel available under the plus sign in the header within the platform.
New Page - "Item Manager - Item Details" lets you manage the Details tab of your items directly on this manager page. Recommended for bars with large wine programs who want to record specifics such as producer, country, region, and appellation (if relevant).
An Audit Closed Time column was added to the Audit History page. This records the date and time of the last time the audit was closed, in UTC.
Ability to bulk print the PDF of Commissary orders to stores that have been marked as "Shipped".
For any item that is counted by the "each" you can now add a custom label to rename the word "Each" wherever it would appear (ex. in reports, on audits, etc...). See below for an example, or check out the article titled Setting Each Label.
Secondary Count Units
Foodager now supports the use of secondary count units. Want to have the option to count your avocados individually as well as by the case? No worries, just use the Secondary Count Unit option! This allows you to count by a multiplier of your primary count unit, making it easy to enter counts both by the case and the unit. Contact the support team to have this option activated for your account.
"Cost Summary" and "Cost Summary by Category" reports have been added at Director. The "Cost Summary" report shows the cost % by store across all stores in the Director Brand, and the "Cost Summary by Category" shows the same thing but broken out by Category. If you have sales by category you will see a cost % against each category.
New permission added under the invoices section called "Edit Invoice GLs". When this permission is off, the user will not be able to edit the GL Code selections on the accounting tab, after clicking on an invoice line. This permission is on for all users by default as previously it was something all users could do.
Filters added to the orders from stores page.
The Order Form Analytics function can now be turned on/off on the store info page. Downloading the PDF from the order form will maintain any filters that have been set.
New report added at Director for stores with a commissary. The "Commissary Order History" report shows all orders from the commissary to other stores.
Scheduled Reports have been added to Books. The "POS Item Sales" report has been added to Director. New report called "Audit Comparison" added at the store level, which lets you compare counts from audit to audit, including both full and partial audits.
Actual vs Theoretical with Prep Items
This report shows the counts that are taken of prep items, and rolls this count back up into each ingredient to show accurate total counts and variance for any ingredient that is contained in a prep item.
The report "Historic Inventory Summary" at Director now has a multi-store selector. The report "Consolidated Purchases by Vendor" at Director is now a drill down/clickable report.
Depletions page can now be typed into directly to quickly enter manual depletions against items. You can now enter a Recipe Depletion directly on the Depletions page, in addition to from the recipe itself. You can also enter depletions by weight, volume, or serving, if the recipe has the calculation available.
Store address is now included on placed orders. The order form can be exported by .xlsx in addition to .pdf.
Invoices from Commissary stores now include the "Add Item", "Add Non-Inventory Item", "Add Charge", and "Add Credit" buttons, like other invoices.
Permissions & Roles
Users and created roles can now be copied from one store within a Director Brand to another store within that same brand. To have this done, please just contact our support team for assistance!
Enhancements to the Menu Engineering Report to include profit data, and enhancement to POS Item Sales Report to include date range, group, subgroup, other filters, and links to tickets (for accounts with ticket level data). Also, reports as a whole have been updated to include drill down functionality where relevant. For example, in reports that contain invoice numbers, this number is now a link to the specified invoice.
Now your email address to submit invoices for electronic invoice creation will display at the top of the Image Vault page. If no email address is available for submission, none will display. If you do not see an email address and would like to submit invoices via email, please contact the support team for assistance.
Commissary now features a Make List, which displays a summary of all orders to the commissary, and indicates what needs to be made in order to fill orders.
The PDFs for orders placed within Bevager now include a "Total Unit(s)" column, to be in line with Vendor Invoice specs.
Director level permission (stored under Director Configuration) that turns on/off the ability for the store to do a partial audit.
Receive-Only Purchase Units
Receive-Only Purchase Units allow you to indicate that a purchase unit can only be used for receiving purposes, it won't be available for placing an order. They can be set by going to the purchase unit and toggling on the "Receive-Only" toggle. "Receive Only" purchase units will be monitored for Contract Price Violations in this report at Director.
Single-Unit Receive on Invoices
Users will be able to select a single unit when receiving an item on an invoice, even if the single unit does not exist as a purchase unit. As these units do not exist as official purchase units, they are not monitored for Contract Price Violations at Director.
AP Only Mode
AP Only is a Books-only function that simplifies the invoicing process and has lines on invoices mapped directly to GL Codes, with no item or inventory functionality.
Bulk Place Order
Orders can be placed in a mass from the Orders page. There are check boxes to the left of the New Orders section, you can select multiple check boxes and click Place Order at the top right to send orders out in bulk.
Payments / Checkbook
Pay bills directly from Books. You can select payment via either ACH, e-check, or paper check. Check runs must be authorized. See the Payments section of the Knowledge Base for further information on this functionality.
Mixed Vendors, Invoices, and Line Splits
Vendors can now be shared between Bevager and Foodager, and when a vendor is available in both platforms, lines on the invoices can be received on either side of the platform . By clicking the Bevager/Foodager icon for the line on an electronic invoice, the line can be swapped to the other side of the platform. This allows you to receive items from one invoice into the correct side (decreasing the need to do transfers from one side to the other).
Invoice lines can also be split so that portions of the item are received on each side of the platform. For example, if you have purchased 5lbs of limes from your produce vendor, you can split the line up and receive 1lb into Foodager and 4lb into Bevager. This hits your costs as you choose and the inventory of each side of the system based on how you split it out.
Director Prep Items & Batches
Prep Items and Batches can now be managed at the Director level, and sync'd down to stores. This is controlled on the Director Configuration page at Director and is a blanket setting - if you choose to manage prep items and batches at Director, all prep items and batches must be created at Director, you can not manage some at Director and some at the store level.
Users can request custom categories from the Craftable team by emailing firstname.lastname@example.org. You can create custom subcategories yourself through the system on the Item Categories page, which is available under Store Settings. See the article titled Categories & Subcategories for more information here.
Non-Inventory Items can now have a vendor, SKU, and price associated with them, and will have their price updated when received on an invoice. When creating a Non-Inventory Item from an invoice, you have the option to save it for future use or only use it once.
Commissary for Director was updated so that the Commissary Price List up at Director can be linked at Director, which creates a corporate Commissary PU that is synced to the appropriate stores, thus simplifying the process.
Team Accounts can now be managed by Roles, as well as manually (as they were before). Users with access to team accounts can set up roles, which are a set of permissions. These roles can be assigned to users, and users will receive the sum of the permissions of the roles. You cannot customize permissions after a role is assigned. Either assign another role to add more permissions, or modifying the existing one. This is available via the “Manage Roles” button on Team Accounts, both at the local level and Director.