July 2024
New Feature: Map to GL at Director
We now have the ability to Map Electronic Invoices to GL both at the store and at Director. Best for customers that use the same Chart of Accounts in each of their stores, when mapping an unmapped line, the system will look at the GLs for the store that owns the invoice and will save this mapping for future instances of that line item.
Please note: To have this functionality activated for your account (at no additional cost) please contact Craftable Support.
New Feature: Taxes on Orders
Users can add projected Taxes to an order so that it will impact their budget (or require it to go for approval) with the expected tax burden. This feature can be configured in one of two ways:
- From Store Settings>Store Info, toggle on “Use Tax Mappings on Orders” to apply existing Tax Mappings from Books to Orders
- or on your Chart of Accounts in Books you can apply a blanket Tax % per GL Account - just click into the Tax % column to update
Either method will result in a Projected Total amount to more accurately impact your Budget!
New Feature: Modifier Groups
Craftable now supports mapping groups of POS Modifiers (along with an optional base POS Item) to a single Craftable Modifier in order to build powerful depletion logic. Pizza shops, custom soda shops, coffee shops, and any other business that requires modifiers to behave differently depending on what other modifiers it is bundled with will benefit the most from this new feature.
New Integrations - Bix Produce & Russ Davis Wholesale Vendor Catalogs
Craftable customers who utilize procurement through Craftable can now get their updated pricing files directly via EDI for these vendors.
| Russ Davis Wholesale | Bix Produce |
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June 2024
New Integrations - EDI ordering
Craftable customers who buy from either of these vendors, can now place orders through Craftable that are sent directly into that vendor’s ordering system.
| Harbor Foodservice | Trimark |
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Yesterday’s news - 'Previous Day' option for Scheduled Reports
Many of Craftable’s Scheduled Reports now include an additional option for the date range: Previous Day! Depletion Details, Menu Engineering and Transfer Details (just to name a few) reports can be delivered to your inbox every day to help you stay on top of yesterday’s performance.
The left-nav glow-up
Craftable’s navigation panel has been refreshed with updated icons site-wide!
May 2024
Updated apps for iOS and Android
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Both iOS and Android users can enjoy a fully supported punchout and/or punchthrough purchasing experience via Craftable’s updated apps. |
New Integration - Y. Hata Vendor Catalog
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Craftable customers who utilize procurement through Craftable can now get their updated pricing files directly via EDI for the vendor Y. Hata. Click here for more information on Vendor Catalogs through Craftable! |
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April 2024
New Integration - Punchout with What Chefs Want
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Craftable customers who order from What Chefs Want can now punch out directly to the online ordering platform, and have the order finalized and placed through Craftable.
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New Integration - Punchout with Sunrise Produce
| Craftable customers who order from Sunrise Produce can now punch out directly to the online ordering platform, and have the order finalized and placed through Craftable. |
Freehand Ordering
For those times when you need to order an Item that you haven’t already added to Craftable, there’s Freehand Ordering. Quickly populate order lines, complete with (optional) SKUs and GL Coding and send it off to your Vendor without creating unwanted Items.
Cross Platform Budgets
If your Craftable subscription includes more than one platform, you may want to consider using Cross Platform Budgets. This optional feature must be enabled by the Craftable Team before you can use it and requires that any current and historical platform-specific Budget Data be removed.
Once enabled, you’ll no longer see Budgets in the Trackers section on Bevager, Foodager or House - instead, Budgets will be managed in Books. The functionality and setup are the same, however, you’ll create a single Budget per Store instead of separate Budgets per platform. This combined Budget will then be impacted by Orders placed on any part of the platform.
Some class-y updates!
For customers who use Classes with Books, we’ve added Classes to Budgets, Orders, Order Approvals & the GL Summary Report, just to name a few…
Updated Accounting Tab
The Accounting tab of the Item Panel has gotten a facelift! We’ve simplified the layout so that overriding the Item’s GL Mapping is more intuitive.
Scheduled Reports
Need to see the same report with different configurations? You can schedule that!
As long as the selected parameters are not identical, you can now have multiple scheduled instances of any of our Scheduled Reports.
March 2024
Recipe Card Enhancements
Check out the overhaul of our Recipe PDF exports! Beautiful, more space-efficient design - bringing in images, store logos and more customization options including portrait vs landscape!
Time to check your Store Settings! ⏰
For Craftable customers with POS integrations, your Store’s timezone settings directly affect the polling time for bringing in your POS data. If you haven’t already, go to your Store Settings > Store Info page and ensure that all of your stores are set to the correct timezone!
Increased Precision in Reports
All core Craftable reports have been updated to advanced precision! Wherever you see a number with a dotted underline, just hover over it to see many more decimal points of precision. Craftable is calculating to the 7th decimal place before rounding to ensure the highest level of accuracy on reports.
New Integration - EDI Order Guides with Mr. Greens
| Craftable customers who utilize procurement through Craftable can now get their updated pricing files directly via EDI for the vendor Mr. Greens. Click here for more information on Order Guides through Craftable! |
US Foods Order Guide Enhancement
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Certain US Foods items can be ordered either by the Case or the Each. Craftable displays these splits on Order Guides from US Foods as 2 separate lines, so customers can choose whether to map both or not. |
February 2024
AVT COGS by Ops Group available at Director
A fan favorite report - The Actual vs Theoretical COGS by Ops Group - has been added to the reports that can be run at Director! You can select which Ops Groups you want included in the report and then select whether to Group the data By Store or By Ops Group. A Summary table will always populate at the top with the summary data for all selected stores and ops groups, and below you'll see the main table.
If you select to group the data By Store then the Store Name will be column 1, followed by a rollup of the Ops Groups as column 2, which can be expanded out. If you select to group the data By Ops Group then column 1 will be the Ops Group and column 2 will be the Stores. This is a fantastic way to see a rollup in one place of how your business is doing across all locations, comparing what numbers the locations are actually hitting, versus the theoretical numbers.
For more information on the Actual vs Theoretical COGS by Ops Group report, please check out the Knowledge Base article on it.
"Done All" Vendor Item Mappings
You can now click "Done All" from the Vendor Item Mappings page to mass "Done" all invoices that are fully Mapped. This enhancement makes mapping lines from the Vendor Items Mappings page a simple and quick way to get through your invoice mapping process.
POS Item & Modifier Mapping Enhancements
Last Sold data added to the Modifier Mapping page, and you can also filter by Date Sold, making it easier than ever to delete old buttons from a prior POS system or seasonal menu buttons that you no longer need.
For users with Director POS Mapping you can can also click on the Last Sold date to see the Last Sold date within each of your stores!
New Integration - EDI Order Guides with Cheney Brothers
Craftable customers who utilize procurement through Craftable can now get their updated pricing files directly via EDI for the vendor Cheney Brothers. Click here for more information on Order Guides through Craftable!
New Integration - EDI Order Guides with Jack Scalisi
EDI Order Guides are also now available with the vendor Jack Scalisi.
January 2024
Transfer Notifications
Configure notifications via either email or text message for Transfers - both transfers that are awaiting acknowledgement in your store and ones that have been requested of another store but rejected.
Store Sync Added to Director Books
The Director Store Sync page has been added to Director Books, so you can now sync down any new Director created accounting objects right from your Director Books platform.
Order Guide Price Variation Download
Do you love seeing the price shifts on your Order Guide files or have dreams of analyzing this data in your data warehouse or excel? You can now download the price changes (current vs previous only) for your order guides, using the download icon.
To pull the data from all your order guides just click the download icon on the main Order Guides page, or to pull the data from just one order guide specifically, simply navigate to that order guide, click the download icon, and select Download Price Variances.
December 2023
Printable Audit Count Sheets
For anyone who loves counting on their clipboard or just wants to keep their inventory process analog, we've got you! Within an Audit you can now click the download icon and a new option has been added, to Download Count Sheet.
This will export a .xlsx spreadsheet, where all storage areas in the audit will have their own tab. The sheet is formatted narrowly (like a piece of paper) - you can choose to sort the data any way you prefer (by Item Name, by ID, by Bin, by Category, etc...) before printing the sheet out.
New Report - Director Expecting Deliveries
For accounts that utilize the Delivery Date function, you can now run a report at Director to see all orders that are in the Placed status, and whose Delivery Dates are set to the date you select on the report.
New Currency - HNL
Craftable now supports the Honduran Lempira as a currency option.
November 2023
Activity Log Enhancements
Activity Log - available on accounts with a Director subscription - has been enhanced to include tracking of additional activities, including Deleting an Audit, Creating/Modifying/Deleting Storages, Deleting and Receiving Orders, Deleting Recipes, Deleting Modifier Recipes, Deleting Batches, and Deleting Prep Items. This is in addition to the existing tracking of Logging In, Creating/Modifying Items and Vendors, Starting/Closing/Re-opening Audits, manually editing CU Prices, and much more.
New Report: Invoice vs Order Substitutions
This new report, found under the Orders & Invoices tab of the Reports List in the Books platform at both the store level and Director is built to help accounting teams manage the end of month accrual process, as well as gives you the ability to compare what you ordered by GL vs what you received by GL. As this report is available in Books it collates data across all three purchasing platforms - Bevager, Foodager, and House, giving you a comprehensive overview of all orders and invoices within the selected date range.
October 2023
Update to Pars
Craftable's Par functionality has been updated to allow further specificity and flexibility. You can now indicate a preferred vendor without picking a specific purchase unit or quantity, or pick a specific vendor and purchase unit without specifying a quantity - Craftable will help you reorder when you're theoretical in stock gets below your set Par level, using the constraints you've configured.
Multi-Brand Commissary Support
Commissary accounts that service multiple brands within Craftable can now control on a per-brand basis which Commissary Price Items display on each Brand's Commissary Price List.
New Integration - Punchout with Gourmet Foods
Craftable customers who order from Gourmet Foods can now punch out directly to the online ordering platform, and have the order finalized and placed through Craftable.
New Integration - Punchout with Hubert
Craftable customers who order from Hubert can now punch out directly to the online ordering platform, and have the order finalized and placed through Craftable.
New Integration - EDI Order Guides with ProFresh360
Craftable customers who utilize procurement through Craftable can now get their updated pricing files directly via EDI for the vendor ProFresh360. Click here for more information on Order Guides through Craftable!
New Integration - EDI Invoices with Go Fresh (Produce Pro)
Craftable customers who purchase from Go Fresh (Produce Pro) and have electronic invoicing as part of their subscription can now receive their invoices from this vendor as soon as they're placed on the servers by the vendor.
September 2023
Transfers Update
A huge update has been made to Transfers within Craftable! You can now transfer inventory items in or out of a location, including between stores and between platforms! Transfers between stores must be approved, and the transfer will impact the theoretical inventory for all stores once approved. Transfers created from Director do not need to be approved and will instantly impact the theoretical inventory for both stores once created. Read this article for more information on the Transfers function.
New Substitutions Report
A new report has been added under the Invoices & Bills section of the Reports List, titled Invoice vs Order Substitutions. This report is best for users who are ordering and invoicing through Craftable, as it allows you to see a side-by-side comparison of the SKU and Price of your order, in comparison to the SKU and Price of what was received on the invoice, to help you track if your vendor is frequently substituting items that are not the ones you ordered.
August 2023
Nutrition Calculation
When this optional setting is enabled you can enter Calorie data against each item on the Recipes tab of the Item Panel and the system will calculate the total calories within your recipes.
New Integration - Punch Through with US Foods
Craftable customers who order from US Foods can now be set up for punch through orders.
New Integration - Punchout with Produce Alliance
Craftable customers who order from Produce Alliance vendors can now punch out directly to the online ordering platform, and have the order finalized and placed through Craftable.
New Integration - Punchout with Vesta
Craftable customers who order from Vesta can now punch out directly to the Vesta online ordering platform, and have the order finalized and placed through Craftable.
July 2023
Extended Logbook
Logbook, available in the Analytics module has a new option called Extended Logbook. Extended Logbook can be activated on the Store Info page, available by clicking your name at the top right > Store Settings > Store Info.
This functionality adds POS Sales by revenue center as well as the ability to enter notes for each revenue center. This data will display both on screen as well as in the daily Logbook email.
New Integration: PeopleSoft Accounting
Craftable's Books platform can now sync Bill data to PeopleSoft.
June 2023
Recent Release Overview
Popular Reports
Under the Reports List pages of Bevager, Foodager, and House you'll see a new tab titled "Popular Reports", which brings together 8 of Craftable's most popular reports into a helpful single page.
Here you'll find useful descriptions of each report, and you can click the "Show More" link to see additional details, including who this report is best for, things to do before running the report, and actions to take once you're viewing the report to help you make informed decisions to improve your business.
Multi-User Order Approvals Includes Local Roles
Accounts that are using Craftable's Multi-User Order Approval settings can now select a local role as the approval group.
New Integration: Sage50 Accounting Platform
Craftable's Books platform can now sync Bill data to Sage50.
May 2023
Menu Engineering Report Updated
You can now edit the Quantity column on this report in the same way that you can edit the Cost and Price to see what your Extra Profit would be with these edits.
Consumption Details Report Enhancements
The Consumption Details report has been updated to now include a Days on Hand value, which is how many days of the item you have In Stock in your ending count, based on the rate of consumption during this period. (Calculated as End value / (Consumed / # of Days in Period). See this article for further details on this report.
Netsuite API Integration Enhancements for Invoice Images
Craftable's existing integration to Netsuite accounting software has been enhanced so now invoice images will now be directly linked to the bill record within Netsuite, and will be available at the bottom of the bill in the Communications tab > Files subtab.
April 2023
Multi-User Order Approvals by GL
We've released significant enhancements to our pre-existing order approval options, now allowing even more robust and flexible options around order approvals. You can now configure orders to be routed to different users based on GL codes, GL prefixes (for departments), or if over budget, and approvers can be set by name, role, or simply All Directors.
Check out this Knowledge Base article to really dive into the weeds on this exciting enhancement!
Extra Profit added to Menu Engineering
Craftable's Menu Engineering report in Analytics allows you to tweak both your Cost and Price values to see how these changes would impact your menu spread. We've now added an "Extra Profit" column as well so you can easily quantify the exact change in profit you would have for the selected date range with those changes implemented.
Recipe Allergen Report
Under the Recipes tab of the Reports List there is now a "Recipe Allergens" report, which allows you to filter by Menu List and/or Allergens to quickly pull up recipes that include specific allergens. The data can also be exported using the download button at the top right!
Punchout with Chef's Warehouse
Craftable customers who order from Chefs Warehouse can now punch out directly to the Chefs Warehouse online ordering platform, and have the order finalized and placed through Craftable.
EDI Order Guides with Chef's Produce
Craftable customers who utilize procurement through Craftable can now get their updated pricing files directly via EDI for the vendor Chef's Produce. Click here for more information on Order Guides through Craftable!
March 2023
Inactivate Vendors
It's now easier than ever to manage your vendors on Craftable! Now when you go to make a Vendor inactive, if there are any existing purchase units against the vendor Craftable will assist you with deleting those purchase units, or allowing you to select a replacement vendor when the soon-to-be-inactive vendor is the only vendor against the item. Check out this article for a helpful video.
Punchout with Edward Don
Craftable customers who order from Edward Don can now punch out directly to the Edward Don online ordering platform, and have the order finalized and placed through Craftable.
February 2023
Unassigned Storages
For users with a Director-level inventory an additional Director Configuration option has been added around how new items are synced down to your stores. You can now choose to activate the “Sync New Items to “Unassigned” Storage” setting if you have Craftable configured to “Auto-Acknowledge Corporate Items”. With this activated, when new items are added to a store the items will only be synced into a new storage area called “Unassigned” (rather than all storage areas). Check out this Knowledge Base article for a deep-dive on the Director Configuration options!
Recipe Line Swap
Ever find yourself needing to swap the Hendrick’s for the Tanqueray in all your house gin cocktails, or the Grape Tomatoes with the Cherry Tomatoes? Craftable’s new Recipe Line Swap function makes this easy as pie! Just pick the item, recipe, or generic item that you want to find, and the item, recipe, or generic item you want to replace it with, and Craftable will quickly swap them out for you in all your recipes! If you want to know more you can review Recipe Line Swap article in our Knowledge Base.
Checkbook Improvements
Craftable’s Checkbook is now more detailed than ever! Click on a payment and see an image of the check, remittance info, the account sent from, and the last two tracking details with a link to USPS if it’s a mailed check.
January 2023
Portioning
The Portions feature in Craftable allows you to set up the items you purchase from your vendors as well as the items that you portion out of that purchased item. Once configured you can track your portioning events to add to the In Stock of your portioned items, while depleting from the In Stock of the raw good you purchased from your vendor. This module also allows you to see the efficiency scoring of your staff members charged with portioning. Click here for a deep dive on this functionality!
Please note: To have this functionality activated for your account (at no additional cost) please contact Craftable Support on support@craftable.com
International Texting
We now support international texting! You can place orders via text message to your reps in any country, simply by entering the plus sign (+) at the start of the phone number and entering the country code. Without the country code, we will assume it’s a +1.
New Analytics DSR for Toast to Sage Intacct
Customers who use Toast for their POS and Sage Intacct for their accounting are now eligible to add the Daily Sales Report (DSR) to their Craftable account!
Order Guide Search
You can now search the content of your order guides - just click the Search button at the top right of the Order Guides page. From here you can search all your order guides or select just a few. Enter your search criteria and hit Go. From this screen you can easily compare pricing across your different vendors, or map any unmapped order guide lines.
December 2022
POS Group Mapping Deprecation
Ops Group Mappings have replaced the now-deprecated POS Group Mappings functionality on Craftable. All accounts are configured with Default Ops Group Mappings, but if you have not updated yours from the default we recommend checking it out! If you aren't sure where to start check out the Knowledge Base article on Ops Group Mappings. Ops Groups within Craftable are controlled by going to Point of Sale > POS Mapping > Ops Group Mapping.
Ops Groups Mappings allow for more accurate reporting as they support a many to 1 approach, rather than the limiting 1:1 relationship that POS Groups Mappings required. This means you can now create a Food Ops Group and map all your Food sales to that group, while having your various food-related categories linked in as well -- giving you a more accurate understanding of your food costs, and giving you the flexibility to pull out the costs of categories not related to food, and feed them into alternate groups that you can configure.
Item-Level Allergens
Allergens can now be allocated at the item level and will be inherited by any recipe that contains that ingredient. The list of allergens has also been expanded to include all allergens required by the UK government.
November 2022
Contract Price Violations Enhancements
Director Contract Price Violations have been updated to now feature both Overcharged and Undercharged items, giving you the ability to update your Director pricing via the "Accept" button, or simply acknowledge the price variation using the "Acknowledge" button.
EDI Ordering & Order Guides with Charlie's Produce
Craftable customers who buy from Charlie's Produce can now place orders through Craftable that are sent directly into Charlie's Produce ordering system. Additionally Charlie's Produce can provide electronically updated pricing via order guides for connected customers.
Scheduled Reports Additions
Craftable's Scheduled Reports function is an incredibly useful way to configure reports to be sent out to specified email addresses on a periodic basis. Reports that have been recently added to this feature include the "Actual vs Theoretical Combined Report", "AvT COGS by Ops Group", "Consumption Details", "Raw Invoice Log", "Transfer Details", "Transfer Summary", "Depletion Details" and "Purchase Log" reports.
October 2022
New Permission: "Edit Placed Orders"
This new permission gives users the option to limit their team members' ability to make edits to order that have already been placed, including adding or removing items on the order, as well as editing the Note field.
Linked Item Transfers
The Linked Items functionality has been enhanced to now allow users to transfer linked items between Bevager and Foodager, and vice versa.
September 2022
Order Minimum Updates
The order minimum for Director vendors can now be set either at Director or (if not set at Director) can be set at the local level.
Inventory App ReleaseCraftable Inventory v1.0.4 is now available on the Apple App Store and the Google Play Store! Updates include:
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New Permission: "Mark Order Received"
This new permission, when turned off, can be used to restrict users from clicking the Mark Order Received button on orders. (This button is only available to users with an Electronic Invoicing subscription.)
August 2022
Guest Supply Punchout
Craftable customers who order from Guest Supply can now punch out directly to the Guest Supply online ordering platform, and have the order finalized and placed through Craftable.
General Platform Updates and Enhancements
We’ve made updates to the Craftable platform so users can enjoy a faster and more responsive experience.
Data Caching and Performance Updates
We’ve made improvements to our general system as well as our data caching to improve overall experience.
Reporting Improvement
Craftable customers can now take advantage of a Category COS % column in the Cost Summary by Ops Group Report.
Email Tracking
We’ve added an Image Vault submission to email tracking.
June 2022
Weights Added to Bevager
Weight measures have now been added to the Bevager platform! A frequent request by customers with extremely complex cocktail programs, this added functionality means you can now use weight measures to inventory your items, or simply add weight conversions on your volumetric items for use when building recipes.
New Activity Log Feature
We’ve released an exciting new feature available to users with Director - the ability to activate an Activity Log to track store level actions by your users! This setting can be turned on on a per-platform basis from the Director Configuration page. Click here for further documentation on this feature.
Enhancements to Consolidated Purchases by Item Report
It’s now easier than ever for users to see what they are spending the most (and least) on. Check out the updated Consolidated by Purchases report available in Bevager, Foodager, and House. This report is also available at Director to see a truly consolidated look at purchasing across all your stores.
May 2022
Mobile Ordering Improvements
We’ve enhanced our ordering process on mobile devices to provide you with a more efficient and faster ordering experience.
Books: Invoice and Bill audit Report
This new and powerful report in Books allows Craftable users to audit all stages of their invoices and bills within the Craftable system to hold their teams accountable.
Sales Summary Reports
We’ve added sales summary reports for Craftable users across the platform on all products.
April 2022
Foodager: General Produce Electronic Invoicing
Craftable customers who buy from General Produce can now place orders through Craftable that are sent directly into General Produce’s ordering system.
New Integration with Northstar POS
View your Northstar POS sales and purchase data. Now Northstar POS + Craftable customers can combine sales and purchase data together to better understand their profitability!
Foodager: Pacific Seafood Electronic Invoicing
Craftable customers who buy from Pacific Seafood can now place orders through Craftable that are sent directly into Pacific Seafood’s ordering system.
Foodager: Palmer Foods Electronic Invoicing
Craftable customers who buy from Palmer Foods can now place orders through Craftable that are sent directly into Palmer Foods’ ordering system.
March 2022
Heartbeat now Available for Director
Craftable users can now use Heartbeat with Director to view live sales and labor data across multi-unit concepts.
February 2022
Mr Greens Electronic Invoicing
Craftable customers who buy from Mr Greens can now place orders through Craftable that are sent directly into Mr Greens’ online ordering system.
Vesta Foodservice Electronic Invoicing
Craftable customers who buy from Vesta Foodservice can now place orders through Craftable that are sent directly into Vesta Foodservice’s online ordering system.
Guest Counts Added to Sales vs Labor Report
We’ve added guest counts to the Sales vs Labor report in Analytics.
January 2022
ACE Indico ordering
Craftable customers who buy from ACE Indico can now place orders through Craftable that are sent directly into ACE Indico’s online ordering system.
November 2021
Julius Silvert Order Guides
Craftable customers who buy from Julius Silvert can now place orders through Craftable that are sent directly into Julius Silvert’s online ordering system.
Ferguson Punchout
Ferguson customers can now place orders directly from Craftable which redirects them to their Ferguson account for accurate stock and pricing. Orders placed are synced back to the Craftable platform.
Fiscal Reporting
We’ve added new store settings to now include fiscal period reporting.
October 2021
Electronic Invoicing now Available for P&R Paper Supply Company
Craftable customers who buy from P&R Paper Supply Company can now place orders through Craftable that are sent directly into P&R Paper Supply Company ’s online ordering system.
Electronic Invoicing now Available for Flexibake
Craftable customers who buy from Flexibake can now place orders through Craftable that are sent directly into Flexibake’s online ordering system.
New Business Health Report in Analytics
Operators can now view sales summaries, labor weekly trends by operations (OPS) group in Analytics.
September 2021
Office Depot Punchout
Office Depot customers can now place orders directly from Craftable which redirects them to their Office Depot account for accurate stock and pricing. Orders placed are synced back to the Craftable platform.
Labor data from Brink now Available
View your Brink POS sales and labor data in analytics. Now Brink + Craftable customers can combine sales, costs and labor together for more accurate prime cost reports, server performance reports and more.
August 2021
Books: Image Sync Now Available for Real Time Accountings
We’ve added support for syncing invoice images into Real Time Accounting, in addition to the bills and credits we’ve always synced.
Foodager: Greco Ordering Now Available in Craftable
Craftable customers who buy from Greco can now place orders through Craftable that are sent directly into Greco’s online ordering system.
Analytics: Monthly Sales Summary Report
Run the Monthly Sales Summary Report in Analytics to see a breakdown daily, weekly, and monthly of your sales by either gross or net. Also includes details of total guests and tickets, and provides a guest and ticket average.
Analytics: Prime Cost Monthly Report
The Prime Cost and Prime Cost Weekly reports are two of the most loved reports in Analytics, so we've added a Prime Cost Monthly one as well for you! See your Prime Costs for the previous months to compare to the selected month.
Company Logo included in Recipe PDFs
If you've uploaded the logo for your business on the Store info page, this logo will now export on the Recipe PDF.
EDI Ordering with Imperial
Craftable now supports ordering via EDI (electronic data interchange) to the vendor Imperial.
Punchout with Image38
Craftable now supports punchout ordering to Image38. This means that from the eProcurement page on Craftable you're able to punchout directly to Image38's online ordering platform, and place orders directly within their system.
Order Guides added to House
Order Guides are now available within House. See this article for more details on Order Guides within Craftable.
July 2021
Heartbeat Available for Square, Brink, and Revel
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Heartbeat in Analytics is now available as an add-on for users with Square, Brink, and Revel POS. Heartbeat integration is also available for users with Aloha or Toast as their POS.
Heartbeat polls your POS every 15 minutes to pull in your sales and labor data, giving you a real time look at your labor costs vs sales, allowing you to make immediate staffing decisions to more efficiently run your business.
Heartbeat is an add-on that is only available with an Analytics subscription. Please reach out to sales@craftable.com to request a demo if interested. |
Sysco added to eProcurement
Users with Electronic Invoicing as part of their package who also use Sysco as a vendor can now be set up within Craftable's eProcurement module. eProcurement allows you to access the vendor's online ordering portal, build your order in the vendor's portal, and then bring the order back into Craftable once it's been placed through the vendor's system. Please note that at this time eProcurement is not compatible with Budgets.
Set Storages during Invoicing
You can now allocate items to storages when creating new items during Electronic Invoicing. Just click the Storage tab and select which storages you want the item to be available when taking your audit.
June 2021
Analytics - Enhancements to Menu Engineering Report
The Menu Engineering report in Analytics, which allows you to see your recipe items displayed on a classic profitability vs popularity grid, has been enhanced to now support the ability to manually enter your estimated costs as well as manually override the prices. This allows you to see how changing the ingredients to decrease your costs, or changing your prices can improve your profits, using specific items and your actual POS sales data to enact actionable changes to increase profits.
Analytics - Declining Budgets
Available within Analytics under the Forecast section, there is a new Declining Budgets page. Craftable can build a declining budget for you based on sales and purchase data from the last few weeks, and taking into account a percentage increase or decrease based on your own internal forecasts.
Gordon Food Service (GFS) added to eProcurement
Users with Electronic Invoicing as part of their package who also use Gordon Food Service (GFS) as a vendor can now be set up within Craftable's eProcurement module. eProcurement allows you to access the vendor's online ordering portal, build your order in the vendor's portal, and then bring the order back into Craftable once it's been placed through the vendor's system. Please note that at this time eProcurement is not compatible with Budgets.
Search by SKU while Mapping Invoices
If you have the correct SKU saved against your purchase unit you can easily map lines on electronic invoices by typing (or pasting) the SKU into the Name field to search. The system will pull up all items with that number in either their name or SKU field, making invoice mapping super speedy!
Catchweight by Purchase Unit
We have expanded our support of catchweight items to now allow catchweight to be toggled against each individual purchase unit (rather than against the item as a whole). This provides enhanced flexibility to support the various ways that vendors charge for similar items. For instance if some of your vendors charge you by the "each" (each chicken, each wheel of cheese, etc...) but others charge you by the pound for that same item, you can count the item by the each, and receive it by the each from some vendors, while receiving it by the lb from others.
Invoice vs Order Variance report added to Scheduled Reports
For users who want to stay on top of discrepancies between what they order and what they receive, you can now schedule the much loved Invoice vs Order Variance Report. To configure your Scheduled Reports just click Reports in the navigation bar and select Scheduled Reports. From there 20 reports are available to be emailed out to you periodically, based on the settings you select.
Craftable's House platform now includes Par settings and eProcurement
The Par functionality from Bevager and Foodager has been added to the House platform, as has the eProcurement functionality.
Price Details Report Enhancements
The Price Details report has been improved to now include a Category dropdown filter, as well as a new column that displays the current CU Price. This report is very helpful at showing you items that have been received incorrectly on invoices, or instances where your vendor over charged you.
Day-Month-Year Date Format
Craftable now supports the DD/MM/YYYY date format that is used in many non-US countries around the world. If you would like your Craftable account changed from MM/DD/YYYY (which is the default) to DD/MM/YYYY please contact Craftable Support!
New Analytics Report - Menu Popularity
A new report, called Menu Popularity has been added to Analytics in the Profit Analysis Section. This report allows you to see your POS Items, Modifiers, or both, and analyze them for profitability, based on the Cost.
If you've set your recipes up in Bevager/Foodager/House and mapped the recipes to POS Buttons the Cost column in this report will auto-update with the current cost of the recipe based on your items current CU Prices. But you can also enter your estimated costs for each button by going to Settings in Analytics and selecting "Cost of POS Items". On this page you can manually enter the estimated cost for each button, which will flow through the reports in Analytics for analysis purposes.
May 2021
Analytics Dashboard - Gross & Net
Analytics Home screen has been updated to now include the ability to toggle the data between either Gross or Net. Just click to switch back and forth.
Commissary Make List Enhancements
The Make List page within Craftable's Commissary module has been upgraded to better facilitate production processes. You can now change the data listed to show based on what has been Ordered, what you need to Buy, and what you need to Make. The Make option allows filtering by Menu List, so you can share Make Lists with different team members from different parts of production (e.g. Prep List separate from final Product list).
Logbook Emails
Logbook emails have been expanded to now include not just POS Sales data, but also Labor if you have labor as part of your Craftable subscription. Logbook is only available within Analytics and sends out an email daily to the specified email addresses including yesterday's POS Sales data, as well as other configurable staff notes and task logs.
Logbook emails also now support entering Notes by Meal Periods:
For users with Director you'll be able select whether you want the POS Sales broken out by all selected stores, or consolidated across the selected stores, or both.
November 2020
Analytics
Added Sales by Revenue Center, Sales by Hour, and Sales by Order Type reports to Analytics platform.
Theoretical Cost Summary Report
Under the Inventory section of Reports List, a new report called "Theoretical Cost Summary" has been added. This report calculates your Theoretical COGS at any point in time based on the data available on the system. Starting with your last Full Audit counts, and adding purchases from invoices, accounting for transferred goods, depleting items from your POS sales as well as any manual depletions, and arriving at a final theoretical inventory cost to compare it to your POS Sales data (based on POS Group Mappings) over the time frame.
Unsynced Invoices Report
Report added to Books to show all invoices that have not yet been synced to your accounting software. The report displays all invoices in all platforms and includes what status the invoice has and the amount. This report can help your AP team understand any payments that might be coming up soon to assist with managing your cash flow.
Vendor Order Guide Update
Vendors can now add items to their order guides through the system in addition to already being able to update prices and mark items as Out of Stock. Increased clarity of instructions in the Excel file if vendors prefer to update items and pricing via import. Click here for more details on functionality.
Scheduled Reports
Price Details report is now available as a Scheduled Report.
Count of Bills added to Books
The count of all Bills/Credits waiting to be approved and synced is now visible next to the relevant pages in Books.
October 2020
Scheduled Reports at Specific Time
You can now select your time zone and a specific time for your scheduled reports to be emailed to you.
Analytics
Added aggregation of data to Sales Comparison report at Director.
January 2020
Actual vs Theoretical Report + Batches
The Actual vs Theoretical Details and Summary reports have been updated to include batches. (Note: if you use prep items rather than batches to track your inventory you should use the Actual vs Theoretical Details with Prep Items report).
Add Logo to Order PDFs
You can upload your company's logo to be included on the PDF of every order you place through the system. Please refer to the article titled "Add your Logo to the Order PDF" for further details.
Use Credit Memo button in Books
The "Use Credit Memo" button is now available against credit memos in the Books platform. Within Books, Credit Memos are found under the Invoices option in the navigation. Throughout the platform, credit memos are a request for a credit, that should be sent to your vendor. Your vendor should issue you an official credit, at which point you can mark that you've received this by pulling up the credit memo and indicating "Use Credit Memo".
Map Vendors on Electronic Invoices permission
Venues that use electronic invoicing, may from time to time process an invoice with a vendor that is new to the platform. When this happens, the invoices comes through with the status of "Unmapped Vendor". You can now restrict users from mapping this new unmapped vendor to an existing vendor, by turning off the permission titled "Map Vendors on Electronic Invoices". This permission has no effect if you do not use electronic invoicing.
December 2019
Hide Pack Size on Order
You can now choose to hide the Pack Size of your purchase unit when placing an order. If this is turned on, the PU Name field is mandatory, as this value will replace the pack size on the order. For instance, if you count an item by the pound but your vendor sells it by the each, you might make the purchase unit with the average pounds per each, but instead of displaying this to the vendor when you order, you would hide the pack size and replace it with the PU name.
Above you can see the item is counted by the 1 pound, but one of the vendors sells it by the "whole chicken". The pack size has been set to the average weight of the "whole chicken", but this field will be hidden from the order so the vendor will not see it.
Note that on the order instead of seeing the pack size of "3.5 x 1lb", just the name "whole chicken" displays.
November 2019
Director Purchase Unit Manager
The Purchase Unit Manager at Director (accessible under Items & Vendors > Manage Items > Item Manager > Purchase Units) has had enhancements made. Including the addition of a "Stores" column to see how many other stores the PU is available in, the "ID" column, additional filters for Category, Subcategory, and Vendor, as well as displaying the In Stock amount for the selected store. The "In Stock" column is also drill-able, displaying the In Stock amount and store-level CU Price at each store the item is in.
Historic Orders
Orders that are "Historic" cannot be edited. This is in line with requirements for publicly traded companies that are periodically audited, historic orders are a record of the order at the time, and edits after the fact should not be allowed.
Images on Order Form
If you have the store setting "Display Item Pictures" turned on, you will now see your item images displayed on the Order Form. (Note that images can be added by either linking an item to the catalog, or by uploading your own image).
October 2019
Payments / Checkbook
Enhancements have been made to the Payments section of Books, which allows you to make payments through the system via either ACH, e-check or paper check. See the Payments section of the Knowledge Base for more information.
Theoretical Costs vs Sales Report
An "Unmapped" section has been added to the bottom of this report to display any sales that have been made where the POS button has not been mapped to a recipe. This ensures that the cost % you see at the bottom of the report below "Unmapped" takes into account even your unmapped sales. Though keep in mind for any unmapped buttons, the platform has no knowledge of what costs would be associated with this sale.
September 2019
Favorite Reports
Across the platform we have over 50 unique reports, and while we love them all, we know that it’s impossible not to pick favorites. Now you can pick "Favorite Reports" for your store by clicking the star icon() next to a report on the Reports List page. This is available to all account owners by default, and is controlled by a permission under Team Accounts. Keep in mind that reports that are starred will be starred for all users within that store.
Operations Statement
The Books module features an Operations Statement, which allows you to see your "Sales" and "Cost of Sales" against completely configurable operations groups. This report is currently only available to users with Books with eligible POS systems. See this article for full details.
Flagging Audit Items for Recount
Accounts with Director have the ability to set parameters on their Director Configuration page that flag items that fall outside of variance settings to request the auditor to recount the flagged items. See this article for details on set up and use.
August 2019
Increased Precision
We’ve increased the precision of our depletion calculations from 2 decimal places to 8 decimal places. You’ll now see a dotted line under items that have calculations beyond the 2 decimal places that display. By hovering over this value, you’ll see the full value, which is what the platform is using to make all calculations.
Add New Vendor - Quick Access Button
Quick Access to the "New Vendor" panel available under the plus sign in the header within the platform.
Item Manager
New Page - "Item Manager - Item Details" lets you manage the Details tab of your items directly on this manager page. Recommended for bars with large wine programs who want to record specifics such as producer, country, region, and appellation (if relevant).
Audits
An Audit Closed Time column was added to the Audit History page. This records the date and time of the last time the audit was closed, in UTC.
Commissary
Ability to bulk print the PDF of Commissary orders to stores that have been marked as "Shipped".
July 2019
Custom "Each"
For any item that is counted by the "each" you can now add a custom label to rename the word "Each" wherever it would appear (ex. in reports, on audits, etc...). See below for an example, or check out the article titled Setting Each Label.
Secondary Count Units
Foodager now supports the use of secondary count units. Want to have the option to count your avocados individually as well as by the case? No worries, just use the Secondary Count Unit option! This allows you to count by a multiplier of your primary count unit, making it easy to enter counts both by the case and the unit. Contact the support team to have this option activated for your account.
Reports
"Cost Summary" and "Cost Summary by Category" reports have been added at Director. The "Cost Summary" report shows the cost % by store across all stores in the Director Brand, and the "Cost Summary by Category" shows the same thing but broken out by Category. If you have sales by category you will see a cost % against each category.
Permissions
New permission added under the invoices section called "Edit Invoice GLs". When this permission is off, the user will not be able to edit the GL Code selections on the accounting tab, after clicking on an invoice line. This permission is on for all users by default as previously it was something all users could do.
Commissary
Filters added to the orders from stores page.
Orders
The Order Form Analytics function can now be turned on/off on the store info page. Downloading the PDF from the order form will maintain any filters that have been set.
June 2019
Reports
New report added at Director for stores with a commissary. The "Commissary Order History" report shows all orders from the commissary to other stores.
May 2019
Reports
Scheduled Reports have been added to Books. The "POS Item Sales" report has been added to Director. New report called "Audit Comparison" added at the store level, which lets you compare counts from audit to audit, including both full and partial audits.
Actual vs Theoretical with Prep Items
This report shows the counts that are taken of prep items, and rolls this count back up into each ingredient to show accurate total counts and variance for any ingredient that is contained in a prep item.
April 2019
Reports
The report "Historic Inventory Summary" at Director now has a multi-store selector. The report "Consolidated Purchases by Vendor" at Director is now a drill down/clickable report.
Depletions
Depletions page can now be typed into directly to quickly enter manual depletions against items. You can now enter a Recipe Depletion directly on the Depletions page, in addition to from the recipe itself. You can also enter depletions by weight, volume, or serving, if the recipe has the calculation available.
March 2019
Orders
Store address is now included on placed orders. The order form can be exported by .xlsx in addition to .pdf.
February 2019
Commissary
Invoices from Commissary stores now include the "Add Item", "Add Non-Inventory Item", "Add Charge", and "Add Credit" buttons, like other invoices.
Permissions & Roles
Users and created roles can now be copied from one store within a Director Brand to another store within that same brand. To have this done, please just contact our support team for assistance!
January 2019
Reports
Enhancements to the Menu Engineering Report to include profit data, and enhancement to POS Item Sales Report to include date range, group, subgroup, other filters, and links to tickets (for accounts with ticket level data). Also, reports as a whole have been updated to include drill down functionality where relevant. For example, in reports that contain invoice numbers, this number is now a link to the specified invoice.
Image Vault
Now your email address to submit invoices for electronic invoice creation will display at the top of the Image Vault page. If no email address is available for submission, none will display. If you do not see an email address and would like to submit invoices via email, please contact the support team for assistance.
Commissary
Commissary now features a Make List, which displays a summary of all orders to the commissary, and indicates what needs to be made in order to fill orders.
Order PDFs
The PDFs for orders placed within Bevager now include a "Total Unit(s)" column, to be in line with Vendor Invoice specs.
Permissions
Director level permission (stored under Director Configuration) that turns on/off the ability for the store to do a partial audit.
December 2018
Receive-Only Purchase Units
Receive-Only Purchase Units allow you to indicate that a purchase unit can only be used for receiving purposes, it won't be available for placing an order. They can be set by going to the purchase unit and toggling on the "Receive-Only" toggle. "Receive Only" purchase units will be monitored for Contract Price Violations in this report at Director.
Single-Unit Receive on Invoices
Users will be able to select a single unit when receiving an item on an invoice, even if the single unit does not exist as a purchase unit. As these units do not exist as official purchase units, they are not monitored for Contract Price Violations at Director.
November 2018
AP Only Mode
AP Only is a Books-only function that simplifies the invoicing process and has lines on invoices mapped directly to GL Codes, with no item or inventory functionality.
Bulk Place Order
Orders can be placed in a mass from the Orders page. There are check boxes to the left of the New Orders section, you can select multiple check boxes and click Place Order at the top right to send orders out in bulk.
Payments / Checkbook
Pay bills directly from Books. You can select payment via either ACH, e-check, or paper check. Check runs must be authorized. See the Payments section of the Knowledge Base for further information on this functionality.
October 2018
Mixed Vendors, Invoices, and Line Splits
Vendors can now be shared between Bevager and Foodager, and when a vendor is available in both platforms, lines on the invoices can be received on either side of the platform . By clicking the Bevager/Foodager icon for the line on an electronic invoice, the line can be swapped to the other side of the platform. This allows you to receive items from one invoice into the correct side (decreasing the need to do transfers from one side to the other).
Invoice lines can also be split so that portions of the item are received on each side of the platform. For example, if you have purchased 5lbs of limes from your produce vendor, you can split the line up and receive 1lb into Foodager and 4lb into Bevager. This hits your costs as you choose and the inventory of each side of the system based on how you split it out.
Director Prep Items & Batches
Prep Items and Batches can now be managed at the Director level, and sync'd down to stores. This is controlled on the Director Configuration page at Director and is a blanket setting - if you choose to manage prep items and batches at Director, all prep items and batches must be created at Director, you can not manage some at Director and some at the store level.
September 2018
Custom Categories
Users can request custom categories from the Craftable team by emailing support@craftable.com. You can create custom subcategories yourself through the system on the Item Categories page, which is available under Store Settings. See the article titled Categories & Subcategories for more information here.
Non-Inventory Items
Non-Inventory Items can now have a vendor, SKU, and price associated with them, and will have their price updated when received on an invoice. When creating a Non-Inventory Item from an invoice, you have the option to save it for future use or only use it once.
Commissary
Commissary for Director was updated so that the Commissary Price List up at Director can be linked at Director, which creates a corporate Commissary PU that is synced to the appropriate stores, thus simplifying the process.
Permissions: Roles
Team Accounts can now be managed by Roles, as well as manually (as they were before). Users with access to team accounts can set up roles, which are a set of permissions. These roles can be assigned to users, and users will receive the sum of the permissions of the roles. You cannot customize permissions after a role is assigned. Either assign another role to add more permissions, or modifying the existing one. This is available via the “Manage Roles” button on Team Accounts, both at the local level and Director.
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