Multi-brand (ALL Brands) Setup Guide

This feature set was designed to facilitate the scheduling and reporting of multi-brand food service operators. Ameego can automatically sync the sales from only one POS system per platform. However, with this added functionality you will have the ability to add your other brands as department groups and manually add the actual sales data. Complete the 6 steps of setup below and then follow the link provided to move onto the 'Automated Scheduling for Multi-Brand Locations' guide.

The setup guide below will take you through the following steps to create your brands and custom metrics:

Step 1 - Create a custom sales metric(s) for your brand(s)

In this first step, you will create the custom sales metric(s) that you will apply to your brand(s) department group. We recommended that you use the ‘Sales’ metric type to calculate your labour cost (if applied to a department group). All metric types of ‘Sales’, ‘Guest’ and ‘Check’ can be used in your staffing guides configuration. Click HERE to learn more about Ameego’s Staffing Guides.

Follow the steps below to create your custom metric for each brand.

  1. Navigate to the ‘People’ tab, then the ‘Employee Manager’ tab.
  2. Click on the Manage button at the top of the departments & groups list.
  3. Click the ‘Metrics’ button on the top right. 
  4. Click the ‘+ Add Metrics’ button.
  5. Add a metric name. We suggest you add the metric type after the name so it can be easily identified. Example: Grill Sales.
  6. Select the metric type (sales, guest or checks). Our example is ‘Sales’. 
  7. Click the ‘Save’ button. 
  8. Repeat this process to create a sales metric for all your brands EXCEPT for the brand that we are already integrated with (Usually, the Tim Hortons brand). If we are not integrated (syncing sales) with your Tim Hortons POS system, you can add a custom sales metric for Tim Hortons or use your primary sales metric (Net or Gross). More information about this in step 6.

Here is a quick demonstration of the steps described above: Creating_a_Custom_Metric.gif

 

Step 2 - Create a department group for each brand

A department group must be created for each brand. Follow the steps below to create a new department group and apply the custom metric you created earlier. The metric applied here will be used to calculate the labour cost and dollar per man hour figures for the department group. 

Follow the steps below to create the department group and apply the custom metric.

  1. Navigate to the ‘People’ tab, then the ‘Employee Manager’ tab.
  2. Click on the ‘Manage’ button at the top of the departments & groups list.
  3. Click the ‘Create New Group’ button. 
  4. Add the name of the department group (your brand) in the ‘Name’ field. Our example is ‘The Grill’.
  5. Using the dropdown menu, select the metric that you will use for this group. Our example is ‘Grill Sales’.
  6. Click the ‘Save Changes’ button.
  7. Repeat this process until you have a department group and an applied custom metric for all of your brands (Except the brand that we are already syncing with - usually the Tim Hortons brand).

Here is a quick demonstration of the steps described above: Creating_a_Department_Group_2.gif

 

Step 3 - Create departments for your new department group

The next step is to create at least one department that will be part of your new department group. In our example below we will create 2 departments that will belong to ‘The Grill’ department group. 

Follow the steps below to create your department(s) and add them to the department group. 

  1. Navigate to the ‘People’ tab, then the ‘Employee Manager’ tab.
  2. Click on the ‘Manage’ button at the top of the departments & groups list.
  3. Click the ‘Create New Department’ button at the top of the page.
  4. Add the name of the department and adjust the other settings if required. (The name is the only required field at this time and the other settings can be edited later). 
  5. Click the ‘Create Department’ button to save. 
  6. Repeat this process until you have added all of the departments required for the new department group (brand). 
  7. Refresh your web page.
  8. Click the ‘Manage‘ button at the top of the departments & groups list.
  9. Find the section of your new department group (brand). Our example is ‘Grill’. Then click the ‘+ departments’ button within the group and add the new department(s) you just created. 
  10. Refresh your web page and you are all done!

Note: You can click the setting wheel of the new department at any time to add badges and adjust the other department settings as required. 

Here is a quick demonstration of the steps described above: Creating_departments.gif

 

Step 4 - Add new employees to the new department(s)

The next step is to add employees to your new department if they do not already exist in your Ameego platform. Be careful that you do not create duplicate employees. The next step (Step 5) will show you how to assign your new departments to existing employees profiles.

Follow the steps below to create new employees within the new departments. 

  1. Navigate to the ‘People’ tab, then the ‘Employee Manager’ tab.
  2. Click on the department that you wish to add employees to.
  3. Click the ‘+ Add Employee’ button at the top right of the screen.
  4. Add the employees first and last name. Fill in all other fields as required or edit these settings later.  Note: If you would like Ameego to send a welcome email to the new employee along with login instructions, add their email address now before you save this record.
  5. Click on the ‘Create Employee’ button to save the record. 
  6. You can now click the ‘Create Another Employee’ button to create another employee in this department or click the ‘Continue to Grill Cook Department’ button to access the new employee's records. 
  7. Add any additional departments or badges to the employee profile by clicking on their name to expand the record. 

Here is a quick demonstration of the steps described above: Creating_a_new_employee.gif

 

Step 5 - Assigning new departments to existing employees

This final step will show you how to assign your new departments to employee profiles that already exist in Ameego. Follow the steps below or watch the demonstration to see how to do this.

  1. Navigate to the ‘People’ tab, then the ‘Employee Manager’ tab.
  2. Locate the existing employee and click on their name to expand the record. 
  3. Click the ‘+’ sign in the ‘Departments’ section and add the new department(s). One Touch will now consider them for the new departments. 
  4. If you would like to change the employees' primary department and move their profile to that department, you can click the 'Edit Profile' button and select their primary department in the 'department' field.
  5. Click the ‘+’ sign in the ‘Badges’ section if you need the employee to have any badges that were created for the new department. 
  6. Repeat these steps for any other existing employees you would like One Touch to consider in the scheduling process.

Here is a quick demonstration of the steps described above: Add_new_dept_to_existing_employee.gif

 

Step 6 - Manually entering actual sales data for custom metrics

If location is already syncing in the primary sales for your Tim Hortons brand (Net sales) from the Ameego syncer, so you will be limited to manually entering data for the custom sales metrics that you created.

If we are not syncing with your Tim Hortons brand, you will be able to manually enter your primary sales like 'Net or Gross' sales. The primary sales metrics (Net or Gross) are the only metrics that will display on the Ameego dashboard. You can still create a custom metric & apply to the department groups for all your brands (including Tim Hortons), but you can also manually add Net or Gross sales for the entire operation.  

Entering the sales data on a daily basis is a quick and easy process. You can enter your daily data in increments as simple as AM or PM, or choose from 15, 30 or 60 minute increments. By working this task  into your daily management routines, your Ameego platform will always be up to date and anyone can generate a 3 week average forecast with just one click of a button! 

Follow the steps below to add your sales data manually in Ameego. 

  1. Navigate to INTEL, then click on the Manual Entry sub tab.
  2. Click on the ‘Date’ field and choose a date from the calendar.
  3. Click on the ‘Metric’ dropdown menu and choose the sales metric you wish to enter a value for.
  4. Click the ‘Time Increment’ dropdown menu and choose the time increment (AM/PM, 60, 30 or 15 min) that you wish to enter the data for.
  5. Click the ‘I’m Ready’ button to load your entry screen.
  6. Enter the values in the time increment fields and then click the ‘Save’ button. 

Here is a quick demonstration of how easy it is to enter your sales into Ameego. Manual_Sales_Entry.gif

Now that you have completed the setup and have begun to manually enter your actual sales data for your custom metrics, you are ready to schedule your brands department groups. 

Click HERE to launch our 'Automated Scheduling for Multi-brand locations' guide to learn how to do this. 

 

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