First Steps with Melba

How to use the templates?

The template: a selection of products to handle freely and simply

Published on 10/21/2022Sébastien Vassaux
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First Steps with Melba

Templates make it possible to create lists of items for recurring actions such as producing, ordering, selling, and more generally handling all this data very easily.

What is a template?

Templates are lists of ingredients and / or recipes associated with quantities and units.

The templates offer a great flexibility in the management of the data on melba, because they allow to carry out many actions according to the intention, on a selection of defined products.

How to create and use a template?

The templates are accessible in the Templatestab of the main menu

To create a template you must:

  1. Click on  Create a template* *via the " + " at the bottom left
  2. Enter the template name
  3. Validate by clicking on the Create button

Make a production template

When you are used to producing the same thing week after week, the template can come in handy.

  1. Create a template and give it a name For example "Week 1 CAP" for a school teacher, or "Breakfast buffet" for a hotelier
  2. Add the items to send to production Exhaustive list of products to manufacture each week
  3. Adjust the quantities to be produced And define the units (or format) of production (portion, recipe, weight, etc.)
  4. Schedule production Click on Other actions then Schedule production

Make a sales template with the dishes on the menu

When we sell the same thing from one week to the next, again the template is suitable.

  1. Create a template and give it a name For example "My card" for a restaurant owner
  2. Add the items to the map Exhaustive list of products to be manufactured each week
  3. Enter the quantities sold Report for each product, the number of sales over a given period (here the week)
  4. Record sales Click on Other actions then Add to sales

From the same template, it is possible to print the table of allergens.

Make an order template

Finally, when we order the same products on a recurring basis, let's use the template

  1. Create a template and give it a name For example "Fruits & vegetables for the week"
  2. Add the items to order Exhaustive list of products to order each week (all suppliers included)
  3. Adjust the quantities to order Note that products whose quantity is zero will not be sent to orders
  4. Generate orders by supplier Click on Other actions then Prepare orders

What to do as actions in a template?

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