Eatec SOPs
Employees should use this page for training on Eatec SaaS, our new web-based version of Eatec that went live October 2024.
Each person requesting access to Eatec needs to complete training. Please review the information under "Introduction" and any required training under the functions that you need to receive access to.
Types of Materials for Each Function
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Toggle ItemSOP Document (Required)
Where available, please make sure to review the SOP document. This outlines the responsibilities of employees for business processes under this function, and provides a thorough user guide with step-by-step instructions and key terms.
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Toggle ItemWalkthrough Video (Generally Required)
Watch through this demonstration to learn how to use the function in Eatec SaaS. If there is an SOP Document, you can bring that up as well so you can follow along during the demonstration.
Some functions have lots of video walkthroughs. Use your best judgement to watch the videos that cover aspects of the function applicable to how you need to use Eatec.
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Toggle ItemAdditional Information
Some functions have additional information for training purposes. These may include:
- Training Guide (Optional): This is the outline that Project Phoenix employees and superusers use to train new users on this function.
- Cheat Sheet (Optional): These are one-page summaries of the Walkthrough and SOP and are meant to be printed and kept in your area.
- Training Video Recordings (Optional): We will post recordings of the Functional Demo Meetings here after they occur. If you were invited to the meeting on Outlook, you can also access the recording directly via Microsoft Teams.
Training and SOP Information By Function
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Toggle ItemIntroduction (All Employees)
Introduction
- Required Materials to Review
- Additional Links and Resources
For both systems you will log in using BYU Sign In (click the "Log In As AD User" button on sign in screen).
- Link to Eatec - You will receive an email from Eatec to your BYU email once your account is created. You will log in using BYU Sign In (click the "Log In As AD User" button). The first time you log in you will be asked to confirm your first name, last name, and preferred name in the system.
- Required Materials to Review
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Toggle Item1. Managing Inventory Items
1. Managing Inventory Items
Required Materials to Review
- SOP Document
- Video Walkthrough: What is an Inventory Item?
- Video Walkthrough: Creating an Inventory Item from Scratch Pt.1
- Video Walkthrough: Creating an Inventory Item from Scratch Pt.2
- Video Walkthrough: Creating a New Inventory Item by Copying an Old Item
- Video Walkthrough: Creating a Finished Good from a Recipe
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Toggle Item2. Managing Recipes
2. Managing Recipes
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Toggle Item3. Managing Cycle Plans
3. Managing Cycle Plans
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Toggle Item4. Managing Products
4. Managing Products
Required Materials to Review
- SOP Document
- Video Walkthrough: What is a Product
- Video Walkthrough: Creating a Product from an Inventory Item Pt.1
- Video Walkthrough: Creating a Product from an Inventory Item Pt.2
- Video Walkthrough: Creating a Product from a Recipe Pt.1
- Video Walkthrough: Creating a Product from a Recipe Pt.2
- Video Walkthrough: Intro to Product Pricing and How to Edit Pricing
- Additional Links and Resources
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Toggle Item5. Receiving
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Toggle Item6. Managing Packages
6. Managing Packages
- Required Materials to Review
- Required Materials to Review
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Toggle Item7. Spoilage and Loss
7. Spoilage and Loss
- Required Materials to Review
- Required Materials to Review
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Toggle Item8. Physical Inventory
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Toggle Item10. Purchasing (PRs and POs)
10. Purchasing (PRs and POs)
- Required Materials To Review
- SOP Document
- Video Walkthrough: Creating a Purchase Request (PR)
- Video Walkthrough: Editing POs
- Video Walkthrough: Creating an EDI PO Pt.1
- Video Walkthrough: Creating an EDI PO Pt.2
- Video Walkthrough: Creating a Non-EDI Purchase Order (PO) from a PR
- Video Walkthrough: Creating a Non-EDI PO without a PR Pt.1
- Video Walkthrough: Creating a Non-EDI PO without a PR Pt.2
- One or more videos on EDI POs are coming soon.
- Required Materials To Review
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Toggle Item11. Requisitions
11. Requisitions
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Toggle Item12. Transfers
12. Transfers
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Toggle Item31. Suppliers
31. Suppliers
Required Materials to Review
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Toggle Item32. Customers
32. Customers
- Required Materials to Review
- SOP Document
- Creating and Managing Customers videos are coming soon.
- BYU Direct Order Customers (Pendulum Court, BYU Store, Sports Nutrition Center, etc.)
- Required Materials to Review
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Toggle Item41. Production
41. Production
- Required Materials to Review
- Required Materials to Review
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Toggle Item51. Materials Requirements Planning (MRP)
51. Materials Requirements Planning (MRP)
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Toggle Item9. Eatec Reporting
9. Eatec Reporting
- More information coming in the future.
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Toggle Item21. Quick Orders
21. Quick Orders
- More information coming soon.
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Toggle Item22. Sales Orders
22. Sales Orders
- More information coming soon.
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Toggle Item23. Sales Functions
23. Sales Functions
- More information in the future, don't worry about training for now.
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Toggle Item42. Lot Tracking
42. Lot Tracking
- More information coming in the future. Don't worry about training for now.
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Toggle Item91. Accounting Functions
91. Accounting Functions
Future -
Toggle Item92. Nutrition Functions
92. Nutrition Functions
- More information coming soon.
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Toggle Item93. Submitting AFS Invoices to Eatec (Accounting Only)
93. Submitting AFS Invoices to Eatec (Accounting Only)
Future in-person training. -
Toggle Item94. Managing Eatec User Access
DTG only
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Toggle Item95. Mobile Setup
95. Mobile Setup
Required Materials to Review