Post-Onboarding Recap
So you’ve attended xtraCHEF’s live training sessions and 1:1 consultations to learn the platform and begin configuring your account. With the basics mastered and your account set up, you may now have the knowledge and data to leverage xtraCHEF and make actionable business decisions.
For example, if you utilize xtraCHEF Essentials, diving into your metrics in Analytics and Reporting tabs or COGS can help you keep a finger on the overall pulse of your business. If you utilize xtraCHEF Pro, you can take this insight a step further by diagnosing room for improvement or problem areas spotlighted in your Product Mix Report and Inventory Analytics.
That said, your reporting is only as good as the data it’s receiving. To keep things fresh and current, we’ve created a list of best practices for continued success on xtraCHEF.
Best Practices
xtraCHEF is available in two suites, Essentials and Pro. To ensure these best practices are relevant to your subscription, please read the section that pertains to you below.
Essentials and Pro Suites
Monitor accounting extracts: Ensure your invoices are extracted to accounting on time by:
Reconciling invoices by taking care of action-needed invoices and mapping new invoice items.
Checking on your Extract Monitor or Sync Monitor to review extracted documents and resolve any potential extract failure reasons.
Pro Suites
Continue to add new invoice items to Products via the review process in the Item library: New or substituted invoice items will need to be added to your Products (ingredients) to update the costing in Recipes and Inventory Counts. Frequently checking in on the Item Library and unreviewed/unapproved items will ensure your costing information is accurate and up-to-date.
Continue to create and map recipes for new menu items: New menu items will sync into your xtraCHEF account. However, they won't yet have a corresponding Recipe to calculate their costs until one is created. For new additions to your menu, be sure to create and map these new Recipes.
Continue to update and count inventory: Are you preparing any new dishes or have new ingredients? Be sure to add those to your Inventory Counts. This will ensure future counts reflect what is current in your inventory spaces.
Next Steps
By following our best practices and thus maintaining your account’s data, you can keep reporting up-to-date and actionable. If you haven’t already, this enables you to leverage a range of reporting and analytic tools.
For more on these resources, consider diving into our articles titled: