Guide: Procure Wizard

 

How do core concepts map to Tenzo?

Key:    ✅  Supported    🚸  Work in Progress    ❌  Not Supported

                                                 

Location	✅ Purchaser Unit
Vendor	✅ Supplier
Division (Cards only)	✅ Primary Category
Category	✅ Product Category
Item	✅ Product Description
Purchases	✅ Purchase Orders
Actual Usage	✅ Actual COS
Theoretical Usage	✅ Theoretical COS
Stock Counts	❌ NOT SUPPORTED
Recorded Wastage	✅ Wastage
Menu Items	✅ Dish Title (identified by EPOS  Code)
Menu Item Costs (for Menu Profitability)	✅ Actual Cost

Data Ingestion

Real-time optionally available?	❌
Default polling frequency	Once per day overnight for purchases Once per week for menu item costs
Data retrieved on each poll	Purchase orders in the last 28 days
Historical data	Only the last 28 days

How do I connect this data to Tenzo?

Procure Wizard needs to be setup by your Tenzo Customer Success Manager.  You will need to make sure you have the "Goods Purchased Analysis Report" enabled.

How do I compare Procure Wizard data to data in Tenzo?

Purchases 

In PW admin, go to Reporting and click on the Goods Purchased Analysis report. You can specify which location and which date range to view. Then click Generate Report. 

As standard Tenzo should match to the generated report without changing any of the other settings. However please confirm this with your CSM.

The report can be viewed on the My Report History page. Once it has downloaded click on the floppy disk to download a csv of the report. 

Tenzo's purchases will match to the Invoice date and Invoice QTY x Invoiced UnitCost

Actual vs Theoretical & Wastage

Top level AvT and Wastage are visible in Procure Wizard by creating a Cost Group Summary Report.

In PW admin go to Advanced Stock Controls and click on the Cost Group Summary Report. 

Select which monthly period you'd like to view and click Schedule Export Report CSV.

On the next page select frequency of today and click create.

Now return to the report schedule page and click on the floppy disk to view the report when it's ready.

Tenzo will match to the total of Actual COS, Theoretical COS, and Wastage data for each location.

 

Exceptions

None

#integrations