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System StatusCodemax
Table of Contents
How Codemax works with the Eats365 POS
Learn how Codemax and its functions apply when integrated with the Eats365 system.
Codemax is a third-party sales and inventory synchronization service that can be integrated with the Eats365 POS. When integrated, Codemax's "POS Live Sync" function enables real-time syncing of sales transactions into Codemax RMS. It also simultaneously updates the menu item and raw ingredient stock inventory movements upon processing the transaction on the POS.
To learn how to update specific settings in your Codemax setup, contact Codemax or refer to their product documentation.
POS Live Sync features
When a transaction is processed on the POS, the system relays the necessary details to Codemax to track the sale and its impact on inventory. Codemax then identifies which Finished Goods (menu items) and Semi-Finished Goods (one level drill-down ingredients of the menu item) are affected, automatically deducting the appropriate stock based on the recipes and raw ingredients configured in the Codemax system.
For example, a "Fish Sandwich" menu item recipe may be defined as:
- Finished Good: Fish Sandwich
- Semi-Finished Goods:
- Bread
- Fish
- Dressing
- Lettuce
- Tomato
Important: Your POS menu items must have an "Item Code (Reporting)", and modifiers with trackable inventory (Modifier Masters) must have an assigned "Code" to be identifiable by the Codemax system. Refer to the following articles for the steps:
- Set up and manage a Single Item (Full Service)
- Set up and manage a Single Item (Quick Serve)
- Set up and manage a Single Item (Food Court)
- Set up and manage a Combo Item (Full Service)
- Set up and manage a Combo Item (Quick Serve)
- Set up and manage a Combo Item (Food Court)
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Set up and manage Modifier Masters
Note: You can only assign a unique code to a Modifier Master. You will use the Modifier Master with the modifiers you add to items to track the modifier's inventory. - Set up and manage Modifiers
Automated stock inventory updates
On the Codemax RMS, the inventory-related details include the following:
- Timestamp when the inventory adjustment happen
- Quantity deducted
- Username of the associated POS Live Sync user
- Branch Code
- Item Code (of the Finished Goods)
- Invoice number of the POS sales transaction
- (If available) Void status
Note: Refer to the voided order example for more details.
General example
Voided transactions or items
If a transaction is voided or edited, the system automatically reverses and adjusts the stock accordingly.
Receive daily Sync Report notifications
The RMS system automatically sends a synchronization status report, which contains the summary of the POS Live Sync data, to the user's registered email at 12 AM daily. The report includes an Excel file of the report.
