Organization

In Open Kitchen, sites can be added in hierarchies and groups for use in other sections. By default, hierarchies are referred to as “Regions” and “Sub-regions”, but you can add whatever terminology you prefer using the Rename Hierarchy Levels action on the right side of the screen. Selected rows will be highlighted blue. Your selection will determine which actions appear at the top of the table.  

Account (Jay’s Bikes & BBQ in this example):  

  • Add Region: creates a new region that locations can be assigned to  

Region: 

  • Add Sub-region: creates a new sub-region that locations can be assigned to within the region 

  • Rename Region: change the region’s name 

  • Delete Region: deletes the region (only selectable if no locations are assigned) 

Sub-region:  

  • Rename Sub-region: change the sub-region’s name 

  • Delete Sub-region: deletes the sub-region (only selectable if no locations are assigned) 

Location: 

  • Unassign: move the location out any hierarchical group so that it appears under the account 

  • Move: assign the location to a region or sub-region 

 

Organization1.png

 

The Groups tab operates very similarly to Hierarchy, but they are independent of each other and groups do not have sub-groups. They can be used in tandem to fine tune tables in various sections of Open Kitchen. Clicking on the Columns action in the Menu Distribution table allows you to add both values to filter your search criteria as an example.

 

Organization2.png