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 pre-requisite to be able to use the purchasing module.
Where do you belong:
Hotel: Hotels, Resorts, B&B, Dormitories, in fact any company renting out rooms
Food & Beverage:
Wholesale - typically where retail & other business customers purchase raw product direct from grower / processors - examples - butchers, fruit & veg markets, (this is normally a B2B transaction)
Retail - where customers purchase pre-packaged or ready to eat produce / beverages
Restaurant -food focused includes a kitchen, generally a beverage offering, dedicated dine in tables and often table service
Bars / Taverns / micro breweries / wineries / nightclubs - beverage focused with a limited food offering - can be alcohol, juices, bubble tea etc
Cafe - casual dining - generally a smaller version of a restaurant, more casual atmostphere and typically order at the counter style service
Fast Food - dine in and take away / drive through
Lunch Bars / Delicatessens - similar to fast food but generally 1 man band operation - displayed food, very fast service and often non english speaking - huge market
Restaurant / Function centre - generally the 2 are on same premise but run independently although in the cases of our demographic food will often come from same kitchen team.
Sporting Clubs / golf courses - a combination of lunch bar and Bar
Museum, Aquariums, Zoos etc - generally a cafe style set up