Glossary
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
Accounts
The chart of accounts for all units in the database. More than a simple chart of accounts, PAR OPS accounts are the basis for both a financial and reporting structure used to view consolidated data.
Actual
A field available in Cost of Goods reporting used to indicate that a physical count has been entered for Through Date of the report being run. The field can include a value of 0.
Activity
An activity in PAR OPS refers to a form utilized for data entry purposes. This form can be used to input various types of information, including invoices, scheduling details, calculations, accounts, etc.
Adjustments
Allows Multi-Unit operators and Administrators to enter account corrections to previously posted values.
Admin
A role responsible for the setup and maintenance of PAR OPS. There may be more than one person with the role of Admin assigned.
Advanced Permissions
Grants special permissions which are not automatically inherited.
AP Vouchers
An activity used by an Admin or Multi-Unit user to account-level information for one invoice to be assigned to one single unit or divided amoung multiple units.
Application Settings
An activity available in the PAR OPS Smart Client that can be accessed by an Administrator used to set defaults in how different activities and data is presented, imported or defaulted. For example, inventory troubleshooting and estimation, suggested ordering, POS configurable linking account posting and employee and labor setup.
AR Billing
Allows you to assign bills to customers for payment.
AR Payment
Assign payments from customers to bills for balancing.
B
Bands
A collection of related columns.
Batched Items
Allows the Unit to enter items where ingredients in the recipe or yield cannot be controlled.
Budget Control
Used to assign and approve store budgets.
Budget Setup
A tab in the Daily Business Formats activity which is used to create a budget format for stores to enter.
Budgets
Allows the entry and update of budgets.
C
Calculations
Allows the Systems Administrator to maintain calculations for Business Summary Account totals such as, Total Guest Count or Cash Over/Short.
Calendars
Define the fiscal, payroll, reporting and holiday time frame for the selected unit/unit group.
Cancel
Cancels unsaved changes in an activity. On the Portal, an undo icon will show to indicate what changes have been cancelled allowing the user to redo the change prior to saving or exiting the activity.
Cash Balancing
Tracks servers who accumulate sales but do not maintain a physical cash drawer.
Catch Weight
Describes the process where a vendor sells items by weight and the customer purchases by count.
Category Linking
Maps POS categories to PAR OPS Accounts.
Chevron
A figure in the shape of a V from different angles that represents more data is present.
Combined Reports
Reports that have been created using multiple procedures in PAR OPS.
Configurable Lookup Setup
Allows the Systems Administrator to consolidate POS Shifts, Order Types and Revenue centers into larger groups allowing for easier configuration for detailed reporting.
Costing Method
The way that inventory ending costs are calculated as setup in the Item Master.
Count Template
A master list of items each store will use to count their inventory.
Counts
A unit-level activity that allows users to enter both end of period/sub-period inventory counts and daily shift counts.
Currency
Lists each type of currency in use, whether accepted by the Unit as the local currency or used exclusively for reporting.
Customer Master
Allows the Systems Administrator to create individual posting accounts for customers.
Customers
Lists all customers for your Unit which can be used in the AR Billing activity.
Customize Layouts
Allows an administrator to default the form layouts and functionality for all users or smart groups of users. Not only can an administrator remove columns permanently, but he/she can actually lock down columns and prevent users from doing any layout customization at all.
D
Dashboards
Graphical reports that display a snapshot of data in an easy to reference format.
Data Source Setup
Allows the Systems Administrator to add a POS Data Source each time a new unit is added.
Distribute Tipshare
Provides the ability to process tips across employees including Tip Sharer Contribution, Tip Share Distribution, and Tip Pooling.
Document Locker
A document management tool providing a convenient way to track document versions and report history. The Document Locker can be used for such documents like shift checklists, company newsletters, user’s manuals, etc.
E
Edit Pay Memos
Provides the ability to adjust payroll beyond regular pay calculated as a result of a time punch to include other kinds of pay or pay adjustments.
Edit Time Punches
Provides the ability to make adjustments to employee time punches within PAR OPS.
Employee Links to POS
Synchronizes employee data for those employees who clock into the POS.
Employee Master
Lists all employees, in all units, for which the Unit Manger is responsible.
Employees
Provides the ability to add or update employee personal information, employment status, how they are scheduled, and payroll status.
Employees Export
Provides the Multi-Unit Manager an overview for each Payroll Group and provides the detail necessary to correct any errors prior to the export.
Enterprise Analytics
A premium, add-on enhancement to reporting built upon an underlying online analytical processing data storage engine (OLAP).
Enterprise Analytics Console
Used to view how Enterprise Analytics is configured to pull data, including which Smart Groups are used to organize the data, as well as when the different Measuregroups are scheduled to reprocess.
Export Payroll
Exports approved payroll data and advances the payroll period.
External Method
No overtime will be calculated because it is assumed it will be handled by an External system
F
Favorites
Links that you set to quickly jump to a specific screen in PAR OPS.
File Mover Setup
Allows the Systems Administrator to move any kind of files necessary through PAR OPS to a store's computer.
Fix Cost and Measure Errors
Used to adjust inventory costs and/or invoice units of measures during an open period.
Force Default (FD)
Overwrites any Unit-defined settings with the settings defined by the Administrator during synchronization.
Forecast Setup
Used to create how a forecast is to be calculated and to which accounts it should be posted.
Forecast Wizard
Used to calculate forecasted values.
Formats
Allows the Systems Administrator to define which accounts display on a particular report, export, or data entry form. Formats also allow the Systems Administrator to define report sections, set the sort order for accounts within each section, and adjust how accounts calculate.
FTPS
A standard FTP over SSL and is supported by .NET and PAR OPS.
G
Generate
Overwrites the existing data in an Activity at the Unit level and generates new data based on Administrator settings.
Group Method
Overtime is calculated for the Group as a whole. So if there are multiple stores in the same payroll group and an employee works in multiple stores then the total hours for all stores within the payroll group will be used to calculate overtime.
H
I
Incoming Trade
Items being sent to your Unit by another restaurant.
Import Data
Allows you to re-import data from the POS into PAR OPS.
Item Count Template
Displays the locations and items used for counting
Import Journal Linking
Defines how an imported file's data is distributed within PAR OPS once it is imported in Import Journals.
Import Journals
A process which imports external data in the form of a Business Journal. PAR OPS users have the ability to import historical data, account adjustments, payroll summary data, budgets, purchases, and counts.
Import Master Data
Allows the Systems Administrator to upload batches of master data, such as the Chart of Accounts and is typically utilized by the PAR OPS team.
Item Master
A comprehensive list of items sold in all units and across all concepts. It contains all items to purchase and count and all recipes and prepared items
J
Journal Templates
Allow the Systems Administrator to create and update accounts within the Journal Templates. Unit managers then use the templates to post transactions such as daily deposits and gift card transactions using the Daily Sales Adjustment activity.
Jump
Allows you to jump directly to a column you specify.
K
L
Line Check Templates
Defines the steps which are performed using the Line Check mobile application.
Link Vendor Items
Allows an Administrator to modify the item description by linking the vendor item to a PAR OPS Item. It also provides a quick way to create and maintain order templates for specific vendors.
Link Vendors and Restaurants
Links vendor files and units as part of the B2B configuration process and is required in order to receive electronic invoices.
Location Template
This is a complete list of all the Items that are to be included in the Inventory Counts. This particular section has a grouping applied in the Details (Items are grouped by the Shelf name).
Login (User Login)
Refers to the identity of the PAR OPS user. ThePAR OPS System Administrator sets up all User Logins with one of three roles (Unit, Multi-Unit, Admin) and assigns users to Smart Groups as needed.
M
Manager Log
A diary to communicate between shift items that have affected previous shifts and could affect future shifts.
Master Items (Purchase Items)
List all items available to be used in your restaurant.
Manual Import
A unit-level activity to manually import POS data.
Measure Group
The collection of values within a reporting subject filtered and analyzed by all applicable hierarchies.
Multi-Unit
A role assigned to individuals managing more than one restaurant unit, perhaps the franchisee who needs to control the budget and set up a basic labor scheduling plan or an accountant who needs to authorize business journal imports, journal entries, inventory, and pre-payroll. This role can specify which unit has access to particular purchase items.
My Items (Purchase Items)
All items that have been selected to be used by your store.
My Profit and Loss Budget
Allows the Multi-Unit Manager to view each unit along with their assigned budget format and approval status.
My Vendors
Used form to set up vendors with contact and export information and to assign items for purchasing.
N
Network Credentials
Stores email and web addresses required for transferring files such as scheduled reports, purchase orders, or End of Day data.
Nutrition Tracking
Assigns nutritional tracking elements to standard items and recipes.
Nutritional Cross Reference
A USDA imported list of nutritional elements to be used for tracking nutrition.
O
Outgoing Trade
Item(s) being sent to another restaurant by your unit.
P
Payroll Setup
Used to set up payroll configuration or labor integration points.
Pending Purchase Orders
A report used to view purchase order by vendor, date, item, and status.
Pivot Reports
Use pivot tables for summarization and visualization. It allows the user the ability to drag and drop as well as rotate or pivot information.
Plate/Menu Setup
Used to divide and report on items by menu sets for items that are linked between the POS and PAR OPS.
POS Category Linking
Maps POS categories to PAR OPS Business Summary Accounts.
POS Configurable Lookup Maintenance
An activity allowing the grouping of similar types of data so that all POS systems can be grouped together and/or maintain configurable linking more cleanly in the future as new rows populate.
POS Queue Controls
Holds files received from the unit that were unable to be processed within PAR OPS.
POS Auto Import Scheduler
Used to schedule imports setup in POS Auto Import Setup.
POS Auto Import Setup
Used to set up which data sources should be used along with the POS Auto Import Scheduler.
Prep Entry
Used to enter prepped items.
Prep Sheet Formats
Serve as a template for the unit-level prep sheet and ensures uniform prep items are prepared across multiple units.
Production Kitchen
A location that creates and distributes product to multiple units within its own organization and/or outside vendors.
Production Kitchen Item Catalog
Used to set up which items will be sold to units from the Production Kitchen, how these items will be costed, and to which account(s) these sales should be posted.
Production Sales Order
Used to accept and create new orders to send from the Production Kitchen to units or outside customers.
Purchase Cost Control
Tracks the vendor purchase price against the agreed upon contract price; invoiced items exceed the agreed upon amount record the variance on the Cost Control Variance report
Purchase Items
Allows you to adjust which items are used at your Unit, how they are read, and which unit-specific defaults are used.
Purchase Orders
Create an order for product that will be delivered to the store for a future date.
Purchases
Used to manage purchases.
Q
Q-Factors and Modifier Scaling
Used to set up additional usage values that cannot be handled through normal setup and integration with the POS. Report Master lists all reports and allows an Administrator to rename reports, define filter parameters, and customize report data.
R
Recipe Cards
Holds the contents and instructions for recipes.
Release Pay-Batch to Payroll Exports
Approved payroll data and advances the payroll period.
Release to General Ledger
Allows the Multi-Unit Manager to initiate the GL export, transferring General Ledger data to an external accounting source configured by the Systems Administrator.
Release to Payables
Allows the Multi-Unit Manager to initiate the export of invoices, A/P vouchers, manual checks, and credit memos.
Remedy Options
Recommendations provided to the employee based on what they enter into Line Check Report Organization. It provides the tools necessary to organize reports for all application users.
Reports
Houses all the reports available in PAR OPS. Your login dictates which reports you can access.
Reports Central Administration
Used by the PAR OPS Systems Administrator to organize and maintain reports.
Reports Scheduling
Allows for the frequency of running a report to be scheduled, such as daily, monthly, weekly, end of period, or start of period.
Reports Setup
Used by the PAR OPS Systems Administrator to organize and maintain reports.
Restaurant Unit
A physical unique location that is created to properly identify each location for the company. A unique unit must be created for each store in a concept to properly identify the store and the corresponding POS data.
Ribbon
A collection of buttons that display when you click a Tab at the top of PAR OPS.
S
Sale Item Catalog
Used to see what items are available for sale from the Production Kitchen and assign cost anomalies to customers (units).
Sales Item Linking
Allows an Administrator to link POS items to PAR OPS items.
Save
Saves the changes you've made in an Activity Form.
Schedule Templates
Used to create schedule formats for stores to use to schedule their employees.
Schedules
Used to create an employee schedule.
Scheduling Stations
Allows the Systems Administrator to create a master station maintenance template. The template defines station areas used in creating the schedule and can then be synchronized with individual units. Stations added to the unit's existing list display during the Scheduling activity.
Server Address
The URL (web address) you type into connection settings to connect with PAR OPS.
SFTPan
Alternative to FTPs using SSH protocol and is not natively supported by .NET and therefore it is not supported by PAR OPS.
ShiftWorks
A mobile application that allows employees to view their schedule, submit shift requests, and receive schedule notifications.
Single Sign-On
Allows a user to login once and is given the ability to access multiple programs.
Smart Group
A grouping of users with access to the same activities or with limited access to certain data within an activity.
Staff Availability
Used to to set up set schedules for employees, employee time off requests, as well as set station/job entries.
Standard Reports
Reports that are parameter-driven, have a fixed format, and provide a core set of information.
Station Maintenance
Used to set up stations in which to schedule employees.
Suggest Orders
Used to recommend orders for items based on forecasted values.
Suggested Ordering
An activity that will suggest orders for items for a particular vendor based on forecasted values and/or par values.
Support Administrator
A login role reserved for use by Restaurant Magic to maintain data such as billing groups and to set up restaurant units.
Switch User
Allows you to change users logged into the application.
Synchronize
Adds data defined at the Administrator level to the Unit level. It adds data for missing fields and does not overwrite existing data unless Force Default (FD) is set when synchronizing.
Synchronize Unit Report
Allows you to quickly add data defined at the Administrator level to the Unit level. The same result may be accomplished in various activities by selecting a synchronize option.
T
Template Items
Shows all items that are used in a location and which location it is in. This form is read only.
To Do
A set of instructions created for a particular user role that are best performed in order. These steps can run a report, open an activity, or simply remind you of something to do outside of PAR OPS.
To Do Setup
Allows Administrators to create To Dos.
Trade Templates
Allows users to set up a standard template of items that are typically transferred between stores.
Trades
Provides the ability to initiate (send), receive, and track trades between restaurants.
U
Unit
A role assigned to individuals at the restaurant unit who are responsible for the daily business. This role typically handles inventory counts, employees, purchasing, and operating profit and loss calculations of a particular unit. Such a role does not have access to the data of other units in the enterprise.
Unit Method
Overtime is calculated unit by unit
V
Validate Safe Counts
Provides the ability to count and record what is in the safe.
W
Waste and Waste Templates
Provide the ability to track wasted items and inventory.
Weather Feeds
Displays real-time weather forecasts for both the United States and Canada.