Food Costing - Beverage Costing
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For Windows 95, 98, NT, 2000, XP.   Vista/Win 7 not yet released.

Many major and minor enhancements.  Bug fixes.  Simplified.

 

This page contains answers to common questions handled by our support staff, along with some tips and tricks that we have found useful and presented here as questions.


   

How do I ... ?

How do I enter dates quickly without making any typos?

Where ever a date is requested, press CTRL D. A pop up calendar appears. Click on the day/date. As a reminder, D is shorthand for date.

How do I print reports without wasting paper?

A report preview is available that permits catching errors before wasting paper. The initial preview condenses a printed page onto a single screen. Print size is increased two ways: by left clicking on the display; or by clicking on the down arrow next the "Whole Page" icon at the top of the preview screen. This affects only the screen display; it does not change the size of print when the report is sent to the printer.

The default printer defined by Window's setup is used when reports are sent to the printer. If using the preview screen, reports can be sent to the printer by queuing on the printer icon in the top left corner of the screen. Alternatively, to skip the preview step, click on the printer button that appears on the screen where the report criteria are entered.

Customization of printer output is possible by clicking on the icon just to the right of the printer icon in the top left corner of the screen. Output can be directed to different printers, paper size can be defined, different paper trays identified, Landscape vs. Portrait orientation defined, and output can be directed to a fax machine.

In addition to many standard reports, a "Query" report writer is included to prepare custom reports. These reports can be sent to disk files for importing into spread sheets such as Excel, Lotus 1-2-3, and Quattro Pro for merging with data from other sources. Output can also be imported into word processors for a myriad of uses, including the printing of bar coded labels to speed inventory taking.

How do I Implement just the features that I need?

First decide on what information you need.   If your goal is to print a daily production work sheet that lists portions of recipes to prepare with recipe descriptions and portion sizes, then build "shell" recipes that are nothing more than descriptions and portion sizes. Group these into serving patterns known as menus (what is served by meal, diet type, location, date) and you are operational. There is no need to have recipe ingredients or a supporting product file.

If your goal is to cost and extend inventory, then products need describing along with their costs. The pre-loaded product file has much of this already done.

If recipe costing is desired, then both the product and recipe file are required. This can be tedious and time consuming. Ingredients that are measured in terms of cups in one recipe may be used in terms of weights in others. Products can be setup to be used in terms of both weights and measures, and when used in printed recipe's cups may explode to quarts, or ounces to pounds. It is the planning that is important.

How do I add new products when I am in the middle of recording vendor invoices?

Multiple tasks can be run at the same time. Keep the product master file open while recording invoices. When new products are encountered, click on the open master file view, add the product, then click back to the vendor invoice to record the purchase.

How do I price and extend my inventory without having to add all products in my coolers, freezers and storerooms?

No. Add costly items such as those used on the center of the plate, and other items you wish to monitor such as beers, wines and liquors. It is not necessary to record items such as individual spices, except to note when they need ordering. Some users add a miscellaneous product with a unit cost of $1.00 to capture costs for items not specifically identified.

How do I find costs for categories such as meats, poultry, produce, etc. without setting up individual products within those categories?

Set up a miscellaneous product within each of the categories. When recording vendor invoices, enter purchases using those miscellaneous codes. End-of-period consumption reports will summarize all purchases by the desired categories.

 

How do I transfer a list of my recipes with their portion sizes, prices and costs to my word processor.

Install the optional Query report writer.   Select Query which is found under Reports...Report Writers and Explorer...Query...Reports. Click on the down arrow under Main File and select Recipes. Under DBMS fields click on Description, Portion Size and Selling Price. If you want an alphabetical listing, click on the Ordering tab. Click on the down arrow and select "Description, Code." On the Misc. tab click on File.

Enter a name for the file and directory location where you normally store word processing documents. Four out put formats are available: comma separated, line delimited, formatted and HTML. Click on run. Use your word processor to open the file. Experiment with the formats to find one suited to your needs. Report formats can be saved for future use. Output from Query can be used in word processors and spread sheets.

How do I directly link products, recipes and menus to other software packages?

An ODBC (Open Data Base Connectivity) driver is required that permits changes in one package to be reflected in the other. Changes can go both ways, with limitations. Core can be directly linked to Microsoft Access, Microsoft Excel, Microsoft Word, Crystal Reports, PageMaker, Novell Word Perfect, Borland Delphi, Paradox, Lotus Approach, Lotus Word Pro, and Lotus 1-2-3. 

The Query report writer, available at no charge, can export data by way of either line-delimited or comma-separated ASCII files.

 

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Where can I find ... ?

Where can I find recipe unit abbreviations  so that exploded recipes print using realistic kitchen quantities.  As an example, 10 pounds instead of 160 ounces?

When building recipes click on the search button.

Where can I find a quick reference to information that I have entered?

Click on the search button where ever it appears in a field.


   

Why doesn't ... ?

Why don't costs  per storage unit and recipe unit change when I change a vendor price on the equivalent vendor product tab of the product master file?

These costs change only if the system is configured to cost using vendor quotes. To do this go to View...Master Files...Configuration and enter "3" as the price to use when costing inventories and recipes. Most users rely upon either the last purchase price or the average price paid during the current month. When changing this costing flag go to View...Miscellaneous...Utilities and select the option to recalculate inventory unit prices. Also recost recipes.

Why don't the costs in recipes reflect the current prices that I am paying my vendors?

To save processing and data entry time when recording vendor invoices, only inventory costs are updated.  To recost recipes, use "View...Master files...Recipes...Recost All."  Run this procedure whenever current costs are desired as when reviewing costing and when printing management reports such as the sales analysis reports.

Why can't I display an item that I know is in the database?

Sometimes differences between data stored on a hard disk (a permanent record) and indexes that are kept in a computer's working memory (a temporary record) occur. Differences are typically caused by power failures, and sometimes when the windows operating system itself freezes up. A re-indexing procedure goes through all data files, rebuilding indexes. Sometimes apparently "duplicate" records are found. Finding duplicate records stops the processing and a screen message is provided. Write down the name of the file which had the duplicates. Once re-indexing is completed, a cleanup procedure is available to review and repair the duplicates. The best alternative is to select the "automatic" repair option.

Always re-index whenever there has been a power failure or when the operating system locks up and Core is running. If you are unable to find products or recipes that you know are there, re-index.

Re-index is started by clicking on the "Re-Sort" icon on the desktop.   Next click on "Maintenance" , the "Re-index".   The Core2000 help system provides guidance on using Re-index.

An additional repair option is available that keeps a backup copy of data file "headers," the initial part of all computer files. This can repair relatively severe damage to data.

Of course the best protection is to use a tape backup that runs automatically each day. The cost of a tape unit ($250) is minuscule compared to the loss of hours and hours of data entry.

Why doesn't the expected vendor delivery date match my actual delivery date?

The vendor master file contains information on vendor delivery days and required time between orders and delivery. For example, a vendor delivers on Monday, Wednesday and Friday, and requires two days between order and delivery. An order placed on Friday will be delivered on Monday (the first expected delivery beyond the 2 day lag).

To setup this information use View...Master files...Vendors. Acceptable abbreviations are SU MO, TU, WE, TH, FR, and SA.

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Who is ... ?

Who is vendor CORE?

CORE vendor is an automatically built generic vendor for use preparing purchase lists and/or orders without linking every inventory item to equivalent vendor product codes. CORE vendor permits common purchase units that differ from either storage or recipe units. An example is bulk ketchup. It is used in recipes as CUPS, inventory is taken as CANS, and is it is bought from vendors in CASES of 6-#10 cans.

Do not delete vendor Core from the vendor master file.

Can I change information related to vendor CORE?

Yes. CORE is automatically built, with purchase units defaulting to storage units and the number of recipe units in a purchase unit defaulting to the number of recipe units in a storage unit. Modifications make the product more useful for the purchasing programs. Change the purchase unit to that used by most vendors. If there are six cans per case and the storage unit is a can, change the purchase Unit (PU) to case and change the number of storage units per purchase unit to 6.

Additionally, change the RU per PU (recipe units per purchase unit) column to reflect the expected yield. For example, a 10# case of leaf lettuce does not yield 160 ounces (10# x 16 oz per LB). There is always trim and waste. If you get only 7# of usable lettuce, the RU per PU column should show 112 (7# x 16 oz per LB).


   

What is ... ?

What is the difference between order lists and purchase orders?

Order lists automatically display available items for ordering. Purchase orders are blank, requiring entering codes for desired items, or by clicking on a "convert to purchase order" button on an order list screen. Order lists support the use of forecasts and inventory levels when calculating suggested order quantities; purchase orders do not. Items can always be added/changed/deleted on purchase orders. Purchase orders are displayed during the recording of vendor invoices for confirmation of quantities and prices.

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When is ... ?

When is a change that I entered  saved?

When working with grid-like (tabular) portions of screens such as individual lines in purchase orders and vendor invoices, lines of recipe ingredients; and individual lines of menus, changes are automatically saved when pressing <ENTER> in the last column of the line. Changes made in all other portions of screens are saved only if a save key is pressed. This is done by clicking on "File...Save" at the top of each screen, by pressing function key <F2>, or by clicking on the diskette icon on the task bar at the top of each screen.

 

 
 

 

 

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Last modified: 03/25/10.