Production Charts

Production charts, once generated, lay out the quantities of inventory and menu items that need to be ready to serve for each time period. Production Charts lets you create and customize the basic framework for your production charts.

To access Production Charts settings:

Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.
In the Settings window:

Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.
1. Select Inventory from the Filter drop-down list.
2. Click on Production Charts from the List box in the left pane.

The following information is displayed on the settings page for the Area*, Store and other filters Drop-down boxes that let you select from the options available. selected at the top of the page:

Chart Name: The name of the production chart.
Item Type: The type of items included in the production chart.
No. Of Items: The number of items included in the production chart.
Status: Active indicates that the production chart is presently included in the list of charts that can be generated on the Production Charts page, while Inactive indicates that it's not.
Audit: An Audit button in this column indicates that the production chart was edited.

Click on the Audit button to see the changes made to the production chart.

Production charts are of two types:

Build-To charts provide the total demand for each item for each interval. Build-to figures need to be looked at at the beginning of the interval, and sufficient quantities need to be prepared to meet those figures.
Do not confuse the build-to figures with the number of items that need to be prepared. To determine the preparation amount (need), you must first subtract any items already ready (on hand) from the build-to figures.
- To illustrate, if the build-to figure for an item in an interval is 10, you need to ensure that 10 of those items are ready for service. If you already have 2 of the items ready (on hand) from the previous interval, you need to prepare 8 more (need) so that you meet the build-to figure.
We suggest you use this chart type for items whose shelf life is equal to or greater than the chart intervals The length of the period into which each day is broken down to. The demand is calculated by Clearview for each of these periods..
Hold-At charts provide the average demand per shelf life of the associated item. Hence hold-at figures are the minimum balance of each item that should be maintained for the period.
Hold-At figures are different from build-to figures in that the figure does not need to be met just once during the interval, but maintained continuously throughout the period.
- To illustrate, if the hold-at figure for an item for a particular period is 7 and an order comes in for 3, as soon as the three items are sent out, you need to prepare 3 more to maintain the hold-at figure.
We suggest you use this chart type for items whose shelf life is less than the chart intervals The length of the period into which each day is broken down to. The demand is calculated by Clearview for each of these periods..

Production figures calculated are based on the demand that's been determined for each period. Two options can be selected from under demand frequency:

By Interval: This option breaks the day down by the interval selected, hence the Chart Intervals, Start Time and End Time will remain the same for all items in the production chart.
User Defined: This option lets you customize the breakdown of the day for each item. You can hence have unequal intervals for an item, have the demand start and end at different times for different items, etc.

Create a New Production Chart

You can create any number of production charts, thus providing you with the opportunity to organize your charts based on different menus, types of items, or anything else that suits your requirements.

Go to Production Charts settings.
Click on the Create button.
In the Basic Details tab of the Create New Chart window:
1. Enter a name for the chart in Chart Name.
2. Click on the Select Stores button.
3. Place a checkmark next to each store that will use the chart in the Used By – Select Stores page.
4. Click on the Update button.
5. Set the Status to Active to include the chart in those that can be generated on the Production Charts page, or Inactive to activate it later.
6. Select the Chart Type from the drop-down list.
7. Select whether you want to include only Inventory Items, only Menu Items or both (Inventory Items and Menu Items), in the Column or Rows section, to set it as the columns or rows of the chart, respectively..
8. Select Time Periods in the Column section if the items in g were set in the Row section, or in the Rows section if the items in g were selected in the Column section.
9. Select the duration of each period in Chart Intervals.
10. Select the Demand Frequency:
  - By Interval: The demand will be calculated every interval of the chart.
  - User Defined: The demand will be calculated based on the intervals you select.
11. Set the Start Time and End Time for which you want to create the production chart.
12. Enter a number in Chart Sequence (this number determines the order in which the categories will appear in the drop-down list).
13. Click on the Next (Save) button.
In the Item Options tab of the Update Chart window:
1. If you'd like the calculations to take into consideration the time it takes for the items to be prepared, select Total Time to Ready or Time to Ready Details.
  - If you selected Time to Ready Details, place a checkmark next to each preparation category that you want included in the calculations.
2. If you'd like the calculations to take into consideration the shelf life of the items, select Total Shelf Time or Shelf Time Details.
  - If you selected Shelf Time Details, place a checkmark next to Primary Shelf Time and/or Secondary Shelf Time, as required.
3. Select from the options under Min/Max Restrictions to set a lower and upper limit for the production quantities
  
  Turning this option on will override calculated figures that are outside the limits set.
4. Place a checkmark next to each of the options under Other that you'd like to include in the calculations.
5. Click on the Next (Save) button.
In the Report Layout Options tab of the Update Chart window:
1. Place a checkmark next to each of the options that you'd like displayed in the generated production charts.
2. Select between the options in 0 Value Intervals to determine how no demand for all items in an interval is treated.
  - Show All will not hide any rows/columns and will show the demand/production quantity as 0 in case there’s no demand.
  - Hide All will hide all rows/columns that don’t have any demand/production quantity across an interval.
  - Hide Only Start & End will hide all rows/columns that don’t have any demand/production quantity across intervals that are at the beginning or end of the chart.
3. Place a checkmark in each of the options that you’d like to turn on in Set Sub Rows/Columns.
  - On Hand will provide an additional row/column for each period. This row/column will be blank so that you can fill in the quantity of each item that you already have ready at the beginning of the interval.
  - Need will also include an additional row/column for each period. This row/column will be blank so that you can fill in the balance required to be produced after deducting the On Hand figure from the Demand figure.
  - Signature will add a blank row/column for each period for the employee responsible to initial in to confirm adherence to the production chart.
4. Click on the Next (Save) button.
In the Included Items tab of the Update Chart window:
1. Select the Area* and Store and type in the Item Description if required, and then click on the Go button.
2. Click on the Add button.
3. In the Add Items window:
  1. Select whether the item you want to add is an Inventory Item or a Menu Item from the Item Type* drop-down list.
  2. Select the Category* or Group* of the item.
  3. Select the Sub-Category* or Mix* of the item.
  4. Type in a part of or the whole name of the item in Description if required.
  5. Click on the Go button.
  6. Place a checkmark next to each item that you want to include in the production chart.
  7. Click on the Submit button.
    
    If the items flow over to two or more pages, click on the Submit button on each page before moving to the next. Items selected on a page will not be saved if you move to another page without clicking on the Submit button first.
4. Repeat steps b and c to add more items.
5. Remove the checkmark from the Include* column to remove an item from the chart.
6. Select the unit of measurement in which you want all quantities of the item displayed from the UOM drop-down list.
7. If you'd like the quantity of the item to be displayed as whole numbers only, select 0 from the Decimal Places drop-down list, else select 2.
8. Select at what value you'd like the quantity rounded up from the Round Up At drop-down list.
9. Click on a link in the Frequency* column.
  
  Click on the How to Use? link in the top-right corner of the opened window for detailed instructions or refer to the steps below.
  1. In the Frequency window, click to mark each time period that you want each of the items prepared.
  2. Click on the Update button in the Frequency window.
  3. Click on in the Frequency window.
10. Click on a link in the Frequency and Min* column.
  
  Click on the How to Use? link in the top-right corner of the opened window for detailed instructions or refer to the steps below.
  1. In the Frequency and Min window, enter the minimum quantity required for each time period.
    
    If you don't want an item prepared during a time period, leave the time period for the item blank.
  2. Click on the Update button in the Frequency and Min window.
  3. Click on in the Frequency and Min window.
11. Click on a link in the Frequency and Max* column.
  
  Click on the How to Use? link in the top-right corner of the opened window for detailed instructions or refer to the steps below.
  1. In the Frequency and Max window, enter the maximum quantity required for each time period.
    
    If you don't want an item prepared during a time period, leave the time period for the item blank.
  2. Click on the Update button in the Frequency and Max window.
  3. Click on in the Frequency and Max window.
12. Click on a link in the Frequency and Min/Max* column.
  
  Click on the How to Use? link in the top-right corner of the opened window for detailed instructions or refer to the steps below.
  1. In the Frequency and Min/Max window, enter the minimum and maximum quantity (in the form of minimum quantity - maximum quantity) you want ready for each time period.
    - To set a minimum quantity only (no maximum quantity) for a time period, only enter the minimum quantity for the time period.
    - To set a maximum quantity only (no minimum quantity) for a time period, enter 0 - maximum quantity for the time period.
    - If you don't want an item prepared during a time period, leave the time period for the item blank.
  2. Click on the Update button in the Frequency and Min/Max window.
  3. Click on in the Frequency and Min/Max window.
13. If the Maximum* column contains a text box, enter the maximum quantity you want ready for every time period, irrespective of the forecasted demand.
14. If the Maximum* column contains a link, click on the link.
  
  Click on the How to Use? link in the top-right corner of the opened window for detailed instructions or refer to the steps below.
  1. In the Maximum window, enter the maximum quantity you want ready for each time period, irrespective of the forecasted demand.
  2. Click on the Update button in the Maximum window.
  3. Click on in the Maximum window.
15. If the Minimum* column contains a text box, enter the minimum quantity you want ready for every time period, irrespective of the forecasted demand.
16. If the Minimum* column contains a link, click on the link.
  
  Click on the How to Use? link in the top-right corner of the opened window for detailed instructions or refer to the steps below.
  1. In the Minimum window, enter the minimum quantity you want ready for each time period, irrespective of the forecasted demand.
  2. Click on the Update button in the Minimum window.
  3. Click on in the Minimum window.
17. Click on a link in the Min/Max* column.
  
  Click on the How to Use? link in the top-right corner of the opened window for detailed instructions or refer to the steps below.
  1. In the Min/Max window, enter the minimum and maximum quantity (in the form of minimum quantity - maximum quantity) you want ready for each time period.
    - To set a minimum quantity only (no maximum quantity) for a time period, only enter the minimum quantity for the time period.
    - To set a maximum quantity only (no minimum quantity) for a time period, enter 0 - maximum quantity for the time period.
  2. Click on the Update button in the Min/Max window.
  3. Click on in the Min/Max window.
18. Enter the amount of time required to thaw in the item in Thaw Time*.
19. Enter the amount of time required to cook 1 UOM of the item in Cook Time*.
20. Enter the amount of time it takes to prep 1 UOM of the item in Prep Time*.
21. Enter the amount of time the item requires to cool before it can be served or used in Cool Time*.
22. Enter the total amount of time to get the item ready to serve or use in Total Time to Ready*.
23. Enter the maximum amount of time that the item can be kept (once its cooked or ready to serve) after which it can no longer be served to a customer in Primary Shelf Time*.
24. Enter the maximum amount of time that the item can be kept (once its cooked or ready to serve) after which it can no longer be used for a secondary purpose (for example, as an ingredient in another menu item) in Secondary Shelf Time*.
25. Enter the percentage of extra quantity (over the forecasted demand) that you'd like to have ready in Buffer %*.
26. Enter a number in Sequence (this number determines the order in which the items will appear in the production chart).
27. Click on the Update button.
28. Click on the Finish (Save) button.

If a chart similar to the one you want to create already exists, you can speed up the process by copying and editing the chart.

Copy a Production Chart

Go to Production Charts settings.
Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find the chart if required.
Click on the Chart Name that you want to copy.
In the Update Chart window:
1. Select Copy from the Chart Options drop-down list in the top-right corner of the page.
2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
3. Change the name of the chart to whatever you'd like to name it.
4. Click on the Select Stores button.
5. Place a checkmark next to each store that will use the chart in the Used By – Select Stores page.
6. Click on the Update button.
7. Change any other settings in the Basic Details tab, as required (see step 3 of the create a production chart for details).
8. Click on the Next (Save) button.
9. Change the settings in the Item Options tab, as required (see step 4 of the create a production chart for details).
10. Click on the Next (Save) button.
11. Change the settings in the Report Layout Options tab, as required (see step 5 of the create a production chart for details).
12. Click on the Next (Save) button.
13. Change the settings in the Included Items tab, as required (see step 6 of the create a production chart for details).
14. Click on the Update button.
15. Click on the Finish (Save) button.

Edit a Production Chart

Go to Production Charts settings.
Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find the chart if required.
Click on the Chart Name that you want to edit.
In the Update Chart window:
1. Change the settings in the Basic Details tab, as required (see step 3 of the create a production chart for details).
2. Click on the Next (Save) button.
3. Change the settings in the Item Options tab, as required (see step 4 of the create a production chart for details).
4. Click on the Next (Save) button.
5. Change the settings in the Report Layout Options tab, as required (see step 5 of the create a production chart for details).
6. Click on the Next (Save) button.
7. Change the settings in the Included Items tab, as required (see step 6 of the create a production chart for details).
8. Click on the Update button.
9. Click on the Finish (Save) button.

Delete a Production Chart

Go to Production Charts settings.
Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find the chart if required.
Click on the Chart Name that you want to delete.
In the Update Chart window:
1. Select Delete from the Chart Options drop-down list in the top-right corner of the page.
2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

You can retain a production chart but deactivate it if you don't intend to use it at present by editing it and changing the Status to Inactive. You can similarly reactivate it by changing the Status to Active again when you need it.

Audit a Production Chart

Related CLEARVIEW Pages

Production Charts

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.