1. Configuration Guide
  2. Menu Items
  3. Introduction to Menu Items
  4. Configure Family Group

Configure Family Group

A family group is a grouping of related menu items for reporting sales summaries. Each menu item is linked to a family and a major group. Family groups are often subsets of major groups. For example, menu items linked to family groups Appetizers, Soups, Salads, Entrées, and Desserts might also be linked to a major group called Food.

The following is a typical example of how family groups are configured:

Food

  • Appetizers

  • Soups

  • Salads

  • Entrées

  • Desserts

Non-Alcoholic Beverages

  • Sodas

  • Juices

  • Smoothies

  • Other

You can use family groups when running the Family Group Sales Report on the workstation, or to sort items within other reports. Each family group also has a report group number associated with it. The report group numbers are used to view subtotals of family groups on reports.

  1. Select the Enterprise, click Configuration, and then click Family Groups.
  2. Click the Insert icon (This image shows the Insert icon.) on the toolbar.
  3. In the Insert Record dialog, enter the Record Name for the family group (for example, Appetizers), and then click OK.
  4. Enter a number other than 0 (zero) in the Report Group field.

    Report Groups let you see family group food sales subtotals together in whichever way the enterprise needs. For example, appetizers, soups, and salads may be Report Group Subtotal 1; domestic and imported beers may be Report Group Subtotal 2.

  5. (Optional) Select the Parent Major Group to which the new family group belongs.

    By associating the family group and major group here, the application limits the family group assignment for a menu item to those family groups linked to the item’s major group.

  6. Click Save.

Parent topic: Introduction to Menu Items