Configure Meal Periods in Connect for Appetize Enterprise Reporting

Description: Learn how to set up Meal Periods in Connect for sales reporting, outlining steps for creating, configuring, assigning vendors/venues, and using these periods in sales reports for enhanced analytics.

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Overview

Meal Periods are created for reporting purposes that allow specific times of the day to be grouped together for reports. These are not based on items but on the period of time that the items are sold. If items need to be assigned periods to appear, those would be configured under Day Parts. Some examples of Meal Periods include:

• Breakfast
• Lunch
• Happy Hour
• Dinner
• Late Night

Create Meal Periods

Note: Make sure to be in the Connect ENT Environment

To access Meal Periods in Connect:

1. Select Corporates > Corporates > Appetize Testing (depending on your venue) > Login.
   
2. Navigate to the location Meal Period section at the bottom of the home page.
   
3. Select Create in the top right corner.
   
4. Enter a Name for the Meal Period. 
5. Set a Start and End Time.
6. Select Save.
   

Note: The meal period must be within the 24-hour business day, so the end time cannot be less than the start time.

Configure Meal Period

Once a meal period is successfully created, select it from the list to edit the details.

Assign Vendors

1. Select the Assigned Vendors tab.
   
2. Select Add Vendor.
3. Select Assign to add the Meal Period to a Vendor.
4. Use the Venue and Vendor filter to narrow down the results.
5. Use the "Assign All" or "Unassign All" for mass updates.
   

 Assign Venues

1. Select the Assigned Venues tab.
2. Select the Add Venue button.
   
3. Select Assign to add the Meal Period to a Venue.
4. Use the "Assign All" or "Unassign All" for mass updates.
   

Utilizing Meal Periods in Reporting

Note: The Meal Periods report is not available for all Venues yet. 

Meal Periods can be used to pull reports for the timeframes established for each period created.

1. From the Connect home page, select the Analytics tab at the top of the screen.
2. Select Reports to view the list of available reports for the Corporate. 
   
3. Search for and select the Sales by Meal Period report. 
4. Set the filters as needed and select Apply Filters to populate data.