When stores add case sizes, groups, and information in general, you need to be able to view these new entities (such as items, recipes, or case sizes) and decide whether these to be a part of the core enterprise information. This window is a "holding area" to let you approve whether these get added to the main OC Enterprise database or not. There have been numerous instances where stores have added incorrect case sizes that were automatically added to the case sizes on Enterprise only to be distributed to all stores on next update.
To prevent this, you can set in preferences whether new information from the store level requires approval before adding to the website. The information will still be in any reporting and as such will be "added" to the website for reporting purposes but won't be added to the core information and distributed to other stores.
Any information, once approved, will be added to the Enterprise site to be used for other stores if needed.
How to Set Preferences for Pending Items
- Click "Company".
- Select "Preferences".
- Click the "New items from store level require approval" checkbox to initialize this feature.
How to Approve or Ignore New Items or Case Sizes
NOTE: When approving entities start with general setting types (e.g. accounts, supplier, groups) otherwise an approved item will have this information missing and will not be exportable in a recipe set until completed.
- Click "Utility".
- Select "Approve Pending Items".
- View any new item, prep, or product case sizes, etc. that have been added at store level and are pending additions to the Enterprise website. Remember, if approved these new items will be available for other stores on the site. If not approved, they will be available for reporting ONLY.
- Select the items to approve. View the items, which store they came from (missing from view below) and choose the action, whether to "Approve" or "Ignore" this entry. "Approve" adds it to the database online, while "Ignore" means it will not be added.
Approve: Once an item entity is approved, it will be added to its respective listing for viewing
Ignore: If an entity is ignored, it will not be displayed in any of its respective listing for viewing.
NOTE: If you do not approve or ignore the item, then no action will be completed and the list will stay. Nothing will be done until some sort of action is initiated.