The Scheduler

Before setting up your Scheduler you will need to associate it with a unit. 

Click the blue edit icon on the line of the unit you would like to activate. 

Then check the Scheduler and click Save:

Currently The Scheduler is available for yearly plans for the following functions:

 Recipe Share, POS Import and PlateIQ Invoice Import and Reporting Export.

 Pricing can be found in the Billing Portal.

View Scheduler Settings

The Scheduler for Recipe Share can be found in Recipe Share Manager:

 POS Import Scheduler:

You will need to have your POS sales mix available in an FTP site so reciProfity can pull the data directly from there. 

To set up the connection click on Gear/Setup/Options/ Sales. Fill in the ftp credentials. Here are directions for setting up your FTP credentials. Click the Test Connection to insure that the connection works. Then set up your scheduled time.

Plate IQ Scheduler:

Click on Gear/Setup/Options/ Plate IQ:

Reporting Export Scheduler:

Click on Gear/Setup/Options/Reporting Interface:

Set up your ftp credentials and click Test Connection to make sure the link to your ftp site connects. Then click Schedule:

The Scheduler Settings:

Options for the Scheduler include day and time:

1. By Frequency - One Time Only, Daily, Weekly or Monthly

2. By time within frequency:

Overnight (1 am) , Afternoon (4 pm) , Early Morning (6 am) in your time as determined by the time set in Setup/Options/Locations

All Scheduled tasks will display on Task Manager.