Creating Alignment Rules

  1. In Reporting and Analytics, click Admin, click Warehouse, click Miscellaneous, and click Alignment Rules.
  2. Select one of the following alignment methods from the Method Item Alignment Based On drop-down list:
    • POS Number

    • Name 1

    • Name 2

    • Name 1 and POS Number

  3. Select one of the following general alignment methods from the General Alignment Type drop-down list:
    • POS Item Number Only

    • POS Name Only

    • POS Item Number and Name

  4. Select one of the following back-of-house alignment methods from the BOH Align Type drop-down list:
    • POS Item Number Only

    • POS Name Only

    • POS Item Number and Name

  5. Enter the start and end time for all charts in the portal using the 24-hour format.
  6. Enter the default food cost percentage for when a percentage is not included in the Master table or the data posted from the POS.
  7. Select how the system handles new menu items from the Menu Item Name Change drop-down list:
    • Replace an Old Name

    • Create a New Menu Item

  8. Enter the Number of Attempts to be made to align each menu item.
  9. Select Enable Menu Item Aliasing to allow one menu item to link to multiple possible names.
  10. Select Enable Other Table Aliasing to allow unaligned menu items to alias with items found in other database tables.

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