This document describes the advised/preferred sequence of events to build up the E-Hors database.
There are many roads leading to Rome, therefore this is advice and not a mandatory sequence, except for the first 2 steps.
Does certain metadata have prerequisites in which case this document will refer to these prerequisites.? Each button has a hyperlink to the relevant subjects in the online manual.
Note: The pink color, underlined boxes have hyperlinks to the related manual. The light blue color boxes refer to a group and not a program. If boxes are connected with arrows, the sequence must be followed.
Step 1: This step is the mandatory 1st step and applies to all types of users.
Step 2: Finance is the heart of E-Hors WinX, therefore the first part of the Accounting system is also a mandatory step.
The next steps are depending on the type of business. Multiple business types can be applicable. E.g. if the user has a Hotel with F&B and Spa, the user has to follow the flows for Hotel, Food & Beverage as well as Spa. You will notice that several programs are used in all of the business types.
Follow the sequence as shown. These are the minimum requirements to be able to work with WinX. There are many programs that will improve results and efficiency.
The flow hereunder does not include these programs, but purely the minimum basis needed.
Very important modules that make the difference are: Purchasing, Inventory Management Purchasing & Inventory Management are critical for accurate dashboards, CRM and Guest Service. Please click on the module to learn more.
Note: Inventory management is a prerequisite to be able to use the purchasing module.
Where do you belong to:
Hotel: Hotels, Resorts, B&B, Dormitories, in fact, any company renting out rooms.
Food & Beverage:
- Restaurants: full-service establishments with table service, table setting required, and docket printers required
- Bars / Taverns / Microbreweries / Wineries / Nightclubs / Cafe: with or without table service, sometimes table setting is required, but most of the time are docket printers required
- Fast Food: McDonald's style services, no table services, docket printers required
- Lunch bars / Deli's: No table service
Banquet / Function center: Many times in combination with hotels and Restaurants. No table setting, but with configurations and function types like meetings, seminars, weddings, etc. Serving is mostly buffet style or table serving based on a set menu. Docket printer required to pass on additional food and or beverage orders.
Spa: Health, beauty, and relaxation establishments that require therapist assignment and planning.
Retail:
Wholesale: typically where retail & other business customers purchase raw and end products directly from growers/processors/distributors (this is normally a B2B transaction).
Retail: end products or a set of products packaged and labeled with a barcode.
Theme Parks: Museums, Aquariums, and Zoos whereby there is a need for ticketing with QR Code access control.