Before setting up the Scheduler, you must associate it with a unit.
1) Click the Gear icon located in the upper right corner.
Click Manage Users & Units.
Click Units.
2) Click the blue edit icon on the line of the unit you'd like to activate.
3) Check the box(es) for the Scheduler features you want to enable.
4) Click the Save button.
The Scheduler is currently available for annual plans that include the following features:
Plate IQ Invoice Import
POS Import
Reporting Export
Recipe Share
Scheduler Setting
Pricing can be found in the Billing Portal.
Plate IQ Scheduler:
1) Click the Gear icon located in the upper right corner.
2) Click Setup
3) Click Options
4) Click Plate IQ Import
5) Enable the checkbox, "Using Plate IQ"
6) Assign the username, password and test connection
7) Click the SCHEDULE button to create an import schedule, or Import NOW.
POS Import Scheduler:
You need the POS sales mix available on an FTP site so reciProfity can pull the data directly from there.
1) Click the Gear icon located in the upper right corner.
2) Click Setup
3) Click Options
4) Click Sales
5) In the FTP Settings, fill in the FTP credentials and confirm the connection
6) Click the SCHEDULE button to assign a schedule
Reporting Export Scheduler:
1) Click the Gear icon located in the upper right corner.
2) Click Setup
3) Click Options
4) Click Reporting Interface
5) In the FTP Settings, fill in the FTP credentials and confirm the connection
6) Click the SCHEDULE button to assign a schedule
Recipe Share:
1) Click the Gear icon located in the upper right corner.
2) Click Setup
3) Click Options
4) Click Recipe Share Options
Please note that these options need to be set up in the receiving Unit
Recipe Share Sheduler:
1) Click the Hamburger icon located in the upper left corner.
2) Click Recipes
3) Click the Tools dropdown menu
4) Click Recipe Share
5) Select the "Setting Name" profile to assign a receiving Unit.
6) Click the "Recipe Share button to run
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 are displayed in the Task Manager.