Importing a deal from your DMS

Jeanie

Last Update 4 anni fa

To import a new deal, click the "New Sale" button on the dashboard or from the Menus tab.


A small pop-up window will open.  Click "Import" to import from your DMS or "Menu" to build a deal manually. 

A new tab will open and you can then enter the Deal Number or Stock Number as instructed.  Click "Rate All Products" if you would like to send a request for rates to all of your vendors as soon as the deal has imported.  If you do not check this box, you can still rate each product individually or rate all from the Layout page. 

If you do not Rate All Products at this point, you will be taken directly to the Sale Information page and can begin building your menu.


If you chose to Rate All now, the system will stop you at the "Pre-rate" page where you can edit information needed for rating prior to proceeding.  To learn more about this, please view the article titled Rate All at Import.  

After importing, you will be taken to the Sale Information page.  

Was this article helpful?

1 out of 1 liked this article

Still need help? Message Us