Manually Aligning Items

1. In Reporting and Analytics, click Admin, click Warehouse, click Alignment, and click the type of database item.

   If the organization is configured to match family group or major group, you must perform alignment in the order of Family Group, Major Group, and then Menu Items.

2. Select the Master Group and the Location, and then click Submit.
   In the alignment window, you can:

   • Hold the Shift key to select multiple items.

   • Click Options and filter the list of master items.

   • Click Options and configure the columns shown in the Unaligned Items and Aligned Items tabs.

   • Click Run Alignment to run the alignment process immediately.

3. To align an item:
   1. Click the master item from the Master Items list.
   2. Click the unaligned item from the Unaligned Items tab, and then click Align.
4. To change item alignment:
   1. Click the master item from the Master Items list.
   2. Click the item from the Aligned Items tab, and then click Transfer.
   3. In the Select destination master item window, click the destination master item, and then click OK.
5. To unalign an item:
   1. Click the master item from the Master Items list.
   2. Click the item from the Aligned Items tab, and then click Unalign.
6. To merge master items:
   1. Click the master items from the Master Items list, and then click Merge.
   2. In the Select master item dialog box, click the master item you want to keep, and then click OK.
7. To designate an unaligned item as a new master item:
   1. Click an item from the Unaligned Items tab and then click Create Master.
   2. Fill out the Create Master form, and then click OK.
8. To configure alignment rules:
   1. Click Modify Rules.
   2. Fill out the form, and then click Create.
      You can enter the characters to remove or ignore during the alignment process, such as slashes and apostrophes.