This help article was translated using AI and may contain inaccuracies. If you are unsure about any information, please refer to the original version in French for accuracy.
Site groups are an essential feature for structuring and organizing resource management in your system. They allow you to assign specific ownership or visibility to certain resources (products, articles, suppliers, POS connections, etc.) according to the site group to which they belong.
Usefulness of Site Groups
Site groups are primarily used to:
Restrict the visibility of certain resources to a site group.
Delegate the management of certain resources to a site group.
Common Use Cases
Laboratory / Central Kitchen / Purchasing Center / Storeroom
Site groups allow for the separation of recipes and products belonging to a laboratory from resources specific to sites.
👉 Check out the tutorial: How to set up a Laboratory / Central Kitchen / Purchasing Center / StoreroomRegion-specific recipes or products
If certain recipes or products are specific to a region, they can be restricted to sites in that area.Autonomous management of franchisees
Franchisees can manage their own products and recipes without interfering with other sites.
Operating Rules
Visibility and Modification of Resources
Resource with a site group
Only users connected at the site group level or a site belonging to that group can see the resource.
Only users connected at the site group level can modify the resource.
Resource without a site group
The resource is considered to be at the brand level. It is visible to all sites, but modifiable only by users connected at the brand level.
The brand level corresponds to the absence of a site group.
Creation of Resources
When you are connected at the site group level, any resource you create will automatically be associated with the site group you are connected to.
Data Consistency
Between recipes and products
Ensure that a recipe does not contain ingredients unavailable to the site group to which the recipe belongs. Otherwise, the ingredient will be displayed in orange to indicate the error.Between products and articles
An article should not belong to a site group broader than that of the product to which it is attached. If this inconsistency occurs, the article will also be highlighted in orange.
Supplier Management
To limit access to a supplier, we recommend using the "Sites" tab in its settings, as it is simple and effective. Conversely, assigning a site group to a supplier is more restrictive and complex:
All supplier articles (even disabled ones) must have the same site group, unless the supplier is at the brand level.
The supplier is completely hidden from sites outside the group.
Site groups are useful in specific cases (exclusive suppliers), but for most situations, the "Sites" tab is sufficient.
👉 Check out the tutorial: Authorize or restrict access to an article or supplier.
Summary
Site groups offer a powerful way to structure your data and delegate resource management in a targeted manner. By adhering to consistency rules, you optimize organization and avoid errors in your system.