MenuLink How To

Sales /Deposits/ Sales Mix/ Forecasting

Description Print Worksheets, create purchase orders, convert purchase orders
to invoices and create invoices.
Note These instructions assume you always start at the Main Switchboard

Most companies have limitations set up for the data import, and edits based on
user. The reason is companies depend on timely reporting of data and it these limits
are not met it can skew the reporting for the time periods. If you find you cannot do
the following processes with the MOD sign on then it will need to be escalated to
either Menulink SME and or Corp support.

Action
Create Sales
View Sales
Delete Sales

Import Sales

Edit Sales
Create Deposit

View Deposit

Delete Deposit
Import Deposit

Steps
*Sales are imported from a POS system and area not added
manually to Menulink. Editing Sales is not advised in any
fashion.
1. Click Sale
2. Click Reconcile
3. Select date that you want to view
*Deleting sales in Menulink is not advised.
1. Click Sales
2. Click Sales Mix
3. Select date
4. Press the button that says Clear POS Imports
5. Select date and options
6. Select Clear Data
7. Ok
8. Close
See import sales to repopulate data.
1. Grind Aloha Data for date of import
2. Click Sales
3. Click Import
4. Click import by date
5. Select date ( if this is more than a week contact Menulink
Specialist)
6. OK
*Editing sales in Menulink is not advised.
1. Click Sales
2. Click Deposits
3. Click New
4. Fill out form
5. Click Save
1. Click Sales
2. Click Deposits
3. Select Date Range
4. Find Deposit
5. Click Lookup
*Deposits cannot be deleted from Menulink once created
1. Grind Aloha Data for date of import
2. Click Sales
3. Click Import
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MenuLink How To

Edit Deposit
Create Sales Mix
View Sales Mix

Delete Sales Mix

Import Sales Mix

Edit Sales Mix

Create Forecast

View Forecast
Deleted Forecast
Import Forecast
Edit Forecast

4. Click import by date

5. Select date ( if this is more than a week contact Menulink
Specialist)
6. OK
*Deposits cannot be edited in Menulink once created.
*Sales Mix is imported from a POS system and area not added
manually to Menulink. Editing Sales Mix is not advised in any
fashion.
1. Click Sales
2. Click Sales Mix
3. Select Date
*Deleting Sales Mix in Menulink is not advised.
1. Click Sales
2. Click Sales Mix
3. Select date
4. Press the button that says Clear POS Imports
5. Select date and options
6. Select Clear Data
7. Ok
8. Close
9. See import sales to repopulate data.
1.
2.
3.
4.
5.

Grind Aloha Data for date of import

Click Sales
Click Import
Click import by date
Select date ( if this is more than a week contact Menulink
Specialist)
6. OK
*Sales Mix is imported from a POS system and area not added
manually to Menulink. Editing Sales Mix is not advised in any
fashion.
1. Click Sales
2. Click Forecasting
3. Select the period and week you want to forecast.
4. Click New Forecast
5. Click Save
1. Click Sales
2. Click Forecasting
*There currently is not a way to delete the forecast. You can
overwrite the current forecast with a New Forecast. See Create
Forecast
*Menulink creates forecast from the sales data that is imported
from the POS system so No import function available.
3. Click Sales
4. Click Forecasting
5. Select the period and week you want to forecast.
6. Click New Forecast
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MenuLink How To
7. Click Save

Purchasing / Invoicing/ Vendors/inventory

Action
Create a
Purchase order

View a Purchase
order

Delete a
Purchase order

Import a
Purchase order
Edit a Purchase
order

Create an Invoice

View an Invoice

Delete an invoice

Steps
1. Click Purchasing
2. Click Orders
3. Click Order by Vendor
4. Select Vendor
5. Select Date range for the order
6. Order items
7. Click Send Order Now when complete
1. Click Purchasing
2. Click Orders
3. Click Orders
4. Select Date Range for the order
5. Activate Show Converted Orders Top center of the screen
6. Highlight the Purchase order you want to view
7. Click Lookup
1. Click Purchasing
2. Click Orders
3. Click Orders
4. Highlight the order
5. Click Delete
Menulink does not import a purchase order
1.
2.
3.
4.
5.
6.
7.
1.
2.
3.
4.
5.
1.
2.
3.
4.
5.
6.
1.
2.
3.
4.

Click Purchasing
Click Orders
Set start and end dates
Find Purchase order
Click Lookup
Make your changes
Click Save
Click Purchasing
Click Invoices
Click New
Key in invoice information
Click Save
Click Purchasing
Click Invoices
Set start and end dates
Find Invoice
Click Lookup
Click Save
Click Purchasing
Click Invoices
Set start and end dates
Find Invoice
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MenuLink How To
Import an Invoice
Edit an Invoice

Create Vendor
View Vendor

Delete Vendor
Import Vendor
Edit vendor
Create an
inventory

View inventory

Delete inventory
Import Inventory
Edit Inventory

Add an item to
an inventory

5. Click Delete
6. Click Save
Please see Menulink SME for client specific instructions
1. Click Purchasing
2. Click Invoices
3. Set start and end dates
4. Find Invoice
5. Click Lookup
6. Make your changes
7. Click Save
For most clients this is completed by the Menulink Administrator
Please see Menulink SME for client specific instructions
1. Click Purchasing
2. Click Vendors
3. Locate vendor and highlight
4. Click Lookup
For most clients this is completed by the Menulink Administrator
Please see Menulink SME for client specific instructions
This is an advanced feature and is completed by the Menulink
Administrator
Please see Menulink SME for client specific instructions
For most clients this is completed by the Menulink Administrator
Please see Menulink SME for client specific instructions
1. Click Inventory and Prep
2. Click Inventory Posting
3. Click on the inventory that you want to enter
4. Enter the data
5. Save
6. Exit to main
1. Click Inventory and Prep
2. Click Inventory Posting
3. Click on the inventory that you want to view
4. Click Existing Tab
5. Select Date
6. Exit to main
Inventories cannot be deleted.
Please see Menulink SME for client specific instructions
This is an advanced feature
Please see Menulink SME for client specific instructions
1. Click Inventory and Prep
2. Click Inventory Posting
3. Click on the inventory that you want to edit
4. Click Existing Tab
5. Select Date
6. Make Edits
7. Click Save
1. Click Inventory and Prep
2. Click Inventory Posting
3. Click on the inventory that you want to edit
4. Click Existing Tab
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MenuLink How To
5. Select Date
6. Complete inventory
7. Click Save

Employees /Labor/Scheduling

Action
Create Employee

View Employee

Delete Employee
Import Employee
Edit Employee

Create Punch

View Punch

Delete Punch

Steps
1.
2.
3.
4.
5.
1.
2.
3.
4.

Click Employees
Click Employee Maintenance
Click New
Fill out all of the information
Click Save
Click Employees
Click Employee Maintenance
Locate Employee
Click Lookup

Employees records cannot be deleted once there are hours

worked associated with. Employee records are made inactive by
the termination process.
This is an advanced feature and is completed by the Menulink
Administrator
Please see Menulink SME for client specific instructions
1. Click Employees
2. Click Employee Maintenance
3. Locate Employee
4. Click Lookup
5. Make the edits
6. Click Save
1. Click Payroll
2. Click Shifts
3. Select Date
4. Select Employee
5. Click Lookup
6. Add hours
7. Click Save
1. Click Payroll
2. Click Shifts
3. Select Date
4. Select Employee
5. Click Lookup
6. View hours
7. Click Save
1. Click Payroll
2. Click Shifts
3. Select Date
4. Select Employee
5. Click Lookup
6. Highlight the punch and press Delete on your keyboard
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MenuLink How To
Import Punch
Edit Punch

Create Schedule

View Schedule

Delete Schedule
Import Schedule
Edit Schedule

7. Click Save
See import sales above
1. Click Payroll
2. Click Shifts
3. Select Date
4. Select Employee
5. Click Lookup
6. Edit hours
7. Click Save
1. Click Scheduling
2. Click Employee Scheduling
3. Click the New Tab
4. Select Option
5. Click Continue
6. Add/remove shifts
7. Click Save
1. Click Scheduling
2. Click Employee Scheduling
3. Click the Existing Tab
4. Select Date
5. Click OK
Schedules cannot be deleted.
Please see Menulink SME for client specific instructions
Schedules cannot be Imported.
Please see Menulink SME for client specific instructions
1. Click Scheduling
2. Click Employee Scheduling
3. Click the Existing Tab
4. Select Date
5. Edit Schedule
6. Click OK