User Guide

About This Guide

    Overview

    Prerequisites

    Keyboard Controls

Getting Started

    Logging on to Eatec SaaS

    Logging on to Eatec OnPrem

    Logging on to Eatec with Multi Factor Authentication

    Logging on to Eatec as Azure AD User

    Logging on to Eatec as Agilysys Employee

    Logging out of Eatec

    User Profile Pane

    Session Timeout

    Forgot Password

    Change Password

    Sending Email from Eatec

Dashboard

    Warehouse/Procurement

    Usage Cost

    Event Calendar

    Vacation Calendar

Masters

    Inventory List

    Customer

    Supplier Management

    Packages

    Products

    Recipes

    Link Bids

    Master Limits

Inventory Management

    Requisitions

    Class Requisition Generator

    Transfers

    Spoilage & Loss

    Physical Inventory

    Material Requirement Planning (MRP)

    Bin Management

Procurement

    Purchase Requests

    Purchase Order

    Purchase Request Processing

    Blanket Purchase Order

    Receiving

    AP Vouchers

    AP Credits

Event Management

    Events

    Faculty Class

    Templates

    Standsheet

    Reservations

Expense Management

    Misc Invoices (A/P)

    Misc Invoices (A/R)

Capital Expenditure

    Creating Parent CapEx Project

    Creating Child CapEx Project

    Filtering Saved CapEx Projects

    Modifying CapEx Project

    Viewing CapEx Project

    Cancelling CapEx Project

    Posting CapEx Project Through Inventory Management

    Posting CapEx Project Through Procurement

    Posting CapEx Project Through Production Management

Production Management

    Production

    Butchery

    Production Plan

Account Management

    Account Management

    Account Activity

Approvals

    Important Points

    Prerequisites

    Document Approvals

Sales

    Manual Sales Posting

    Sales Forecasting

    Cycle Planning

    Quick Orders

    Batch Order Processing

    Sales Orders

Utilities

    Inventory Reset

    Item Pars

    Data Import

    Batch Item Maintenance

    Move Physical Inventory

Report

    Report

    My Data

    Scheduled Reports

Messages

    Viewing Modes

    Creating Messages

    Viewing Messages

    Filtering Messages

    Deleting Messages

    Configuring Message Preferences

Settings

    Configuring Utility Service Port

    Configuring Session Timeout

Setup

    Concept & Region

    Account

    Tax

    Nutrients

    Address

    Currencies

    Terms

    Reports

    Unit

    System

    Users

    Roles

    Hierarchy

Setup [Contd...]

    Inventory/Recipe

    Product

    Catering

    Recipe

    Supplier

    Customer

    Transactions

    Interface

    DataMagine Mapping

    Inventory/Recipe

    Product

    Catering

    Recipe

    Supplier

    Customer

    Transactions

    Interface

Appendix

    DataMagine Mapping