Portlet Navigation and Views

The Restaurant Operations portlet includes the following buttons for selecting and displaying views.

Table 12-1 Restaurant Operations Portlet Buttons

Button	Function
View Selection	Opens the selection panel above the currently displayed screen. Views are organized by category. When the panel is open, the button changes to Hide Selection.
Hide Selection	Closes the selection panel without changing the currently displayed screen. To load a different view, click Apply before closing the panel.
Apply	Loads the selected view within the portlet and closes the selection panel. Selecting a view alone does not load it.
Full View	Opens the applied view in a separate browser tab to provide additional workspace. The NetSuite Home dashboard remains open in the original tab.

Select or Change View

1. On the Restaurant Operations Dashboard, locate the Restaurant Operations portlet.
2. Click View Selection.
3. Select the required view under its category.
4. Click Apply. The selected view loads beneath the portlet buttons.
5. Repeat these steps to display a different view.

   For example, to display the recipe overview, click View Selection, select Recipe List under Recipe, and then click Apply. The Recipe List then appears inside the portlet.

6. To close the selection panel without loading a different view, click Hide Selection.

Open View in Separate Tab

Apply your selection before using Full View so that the screen you want is the applied view.

1. Select the required view, and then click Apply.
2. Click Full View.
3. Work with the screen in the new browser tab.
4. Switch back to the original browser tab to return to the NetSuite Home dashboard and portlet.

Views

The following table describes the views available in the Restaurant Operations portlet's selection panel. Available views depend on your user permissions and account configuration. If a view you need is not available, contact your NetSuite administrator. For more information about module access, see Set Permissions and Access.

Table 12-2 Restaurant Operations Portlet Views

Category	View	What It Presents
Dashboard	Restaurant Operations Dashboard	Displays an operational overview with quick actions, inventory count indicators for open counts, counts awaiting booking, and counts scheduled within the next seven days. It also provides POS processing information, including unresolved menu item mappings. See Introduction for more information.
Inventory	Inventory Counts	Displays a list of inventory counts, including their dates, locations, inventory types, and statuses. Use the available filters to find specific inventory counts. See Inventory Counts for more information.
Inventory	Schedule Counts	Displays a calendar view of scheduled inventory count jobs by location and date, with access to job history. See Schedule Counts for more information.
Inventory	Areas and Shelves	Displays storage location, area, and shelf definitions used to organize inventory counting sequences. See Areas and Shelves for more information.
Records	Additives	Displays lists of additives and additive groups, including additive names, codes, and group assignments. See Additives for more information.
Records	Nutrients	Displays nutrient definitions and nutrient groups, including their catalog field mappings and units of measurement. See Nutrients for more information.
Records	Contained Units	Displays units organized by base unit or unit type, including contained quantities, contained units, and conversion quantities expressed in the base unit. See Contained Units for more information.
Recipe	Recipe List	Displays recipes in a card view, including images and descriptions when available. Use filters to find specific recipes and access their details. See Recipe List for more information.
Recipe	Menu Item Linking	Displays POS menu items and their linking status, including associations with inventory items or recipes used to track stock depletion. See Menu Item Linking for more information.
Configurations	POS Configuration	Displays POS connection status and configuration settings, imported POS locations, and controls for synchronizing POS definitions. See POS Configuration for more information.
Configurations	Legacy Data Import	Provides a workflow for reviewing and validating staged legacy data, monitoring import progress, and creating NetSuite records. See Legacy Data Import for more information.

Working with the Displayed Screen

Use the filters, tabs, and navigation controls within the selected screen to perform the available tasks. Select View Selection to switch to another available view, or select Full View to open the current screen in a separate browser tab for additional workspace.

For more information about managing inventory counts, recipes, master data, POS configuration, and imports, see the corresponding topics in this guide.