Allocate To Keyboard Report

Created by Alex Schipor, Modified on Wed, 8 Feb, 2023 at 9:16 AM by Alex Schipor

Running an "Allocate to keyboard" report will allow you to export an excel file that will list out all the products within a certain department or group. Having this report will not only assist you in find all the PLU number for each product in that deportment's or group but it will also allow show you all the active PLU's from that site as well as the menu levels that the active products can be found.

This can save a lot of time as you will not need to manually go through each one of the products on the keyboard to find out the PLU numbers in order for you to make changes to it.

These reports can be found under "Reports" and "View".Make sure to to select that site that you are working on and select the report type as shown in the image above. It is really important to note that this report has to be ran in a CSV format.

In the image above you are able to see how the file will originally look once you have submitted the report. In order to make everything clearer and easier to read with only the necessary information showing there are a few steps you need to make in order to organize your file.

1. Delete ant empty rows or columns.

2. High light the whole file from the top right of the page and make sure to even out any column in order to see all the text clearly.

After those two steps are done, this what you table should look like:

Now that your table has cleared up, there are a few more steps that you will need to do in order for you to cancel out any data that you will not need so that you can only see the relevant data.

1. Highlight all the rows and columns that hold any type of data from the report.

2. Once highlighted, click on "Format as table" found at the top of the page on the "Home" section. Select the table of your liking

3. Now that your table has been formatted, click on the drop down header named "In use" and deselect the ~ option as they are the products tha arent in use so you will not need them on your table.

This is what your table will look like once all steps have been complete: