12.3.15

Global Assign Utility

InfoGenesis POS has been enhanced to allow users to perform bulk assignments across multiple menus from a centralized location. This eliminates the need to update records individually and improves operational efficiency.

For example, if a choice group is assigned to one item, the same assignment can be applied to multiple items in a single action.

Changes Made in IGCM

To support this, a new utility, Global Assign, has been added (Utilities ➜ Utilities).

Configurations in IGCM

Navigate to Utilities ➜ Utilities.

Select Global Assign. The Global Assign screen is displayed.

Refer to the following table and fill in the fields:

Field

Description

Select Form Type

Form

Select the menu in which global assignment must be performed.

Note - See the Menu & Assignment section for more information on available menus and assignments.

Assignment

Select the assignment to be applied.

The value changes based on the selected menu, and this drop-down list is enabled only when a value in Form is selected.

Note - See the Menu & Assignment section for more information on available menus and assignments.

Select Source

Source Record

Select the source record from which the assignment must be applied. After selecting the record, the appropriate assignment details are displayed.

Select the preferred records to which the assignment must be applied in the Select Destination Records section.

Select Assign. The following message is displayed: Are you sure you want to REPLACE the (Assignment Name) assigned to the (Number) selected record with assignments shown for (source record name)?

Select Proceed. A task is initiated and the status can be viewed in the Task Manager screen. Once the task is successful, the updated assignments can be viewed in the appropriate records.

Menu & Assignment

The Global Assign utility supports the following menus and corresponding assignments:

Menu

Assignment

Choice Group

  • Modifiers

Check Type

  • Gratuities

Employee

  • Job Codes

Item

  • Choice Groups

  • Kitchen Department

  • Price Levels

Generic Authorization Account

  • Types

Modifier

  • Kitchen Department

  • Price Levels

Screen

  • Item Groups

Terminal Group

  • Check Types

  • Job Codes

  • Tenders
Copy Action for Price Level Assignment

The price level assignment in the Item menu supports the Copy action. This allows users to create a new price level and automatically assign it to all items that are currently using the selected price level, while copying their existing pricing values.

Select the source record from which the assignment must be applied.

Select Copy. On selecting, the Copy Price Level prompt is displayed with the following message: This will create a new price level and assign it to all items to which the existing price level is assigned. Each item's current price and previous price for the existing price level will be copied to the new price level.

Enter the name of the new price level in the Create New Price Level field.

Select OK. The following message is displayed: Are you sure you want to continue? The new price level: (New Price Level Name) will be assigned to all Items that are currently assigned the price level: (Existing Price Level Name). This will update (Number) items.

Select OK.