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Using FF&EZ for Retail, Restaurant Planning

Posted by jimcarls on June 2, 2013

FF&EZ's long pedigree in the hospitality industry has naturally led to it having a feature set that supports building types in which some or all parts are repetitive. This is a short overview of how the management staff at a restaurant or retail company might use FF&EZ-Design or FF&EZ-Design/Purchasing for such things as documenting their existing facility as part of expansion plans.  If you are part of an ownership or management firm, there are a number of ways that FF&EZ can help both your planning and your operations. Although the software is normally used by people involved in interior design, anyone with an accounting background will quickly see the advantages it offers for organizing and documenting the things on which money was (or will be) spent—and then leveraging that information in very practical ways.

First, though, a quick overview of the difference between the two software versions:

FF&EZ-Design is, as the name implies, a tool for designers, architects, salespeople and planners to organize the FF&E content of a building. It is intended to be used very early in the planning and budgeting stage of projects all the way through to the presentation and approval of final content and costs. At that point, the software can print presentation books by item or by location as well as a detailed list of what needs to be ordered, grouped by vendor.

FF&EZ-Design/Purchasing does everything that the base Design version does, plus adds the ability to convert the design data into numbered purchase orders that can be issued and tracked. If applicable, it can invoice either the price entered for those items, a purchasing fee based on the cost or it can generate check requests from vendor invoices that have been reconciled to the orders.

In the discussion that follows, we assume that any references to “ordering” items would require the Design/Purchasing version if numbered purchase orders are needed. With that caveat, here are some ways that FF&EZ can help your retail or restaurant business, especially if you have expansion plans. With it, you can:

  • Create a “prototype” store or restaurant that can be used to help budget costs, present specific design and size variations and/or order furniture, fixtures and equipment (FF&E) and operating supplies.  This can be used as a starting point in working out a requirements document with an architect, designer or kitchen engineer for new facilities and as a “shopping list” for existing facility types that you might also document as an FF&EZ project.
  • DSCF8264.JPG
    Use a prototype project as part of creating and maintaining an illustrated standards manual or a financing document for FF&E and OS&E items. This can easily include a section organized by building location and cross-reference sections organized by item tag and/or by manufacturer.
  • Create FF&E “bid packages” for new restaurants as an alternate to buying items directly.
  • Create new facility or refurbishment design projects that can be transferred to purchasing management firms that are also using FF&EZ, preventing "transmission errors" while gaining a potential savings in negotiated pricing or fees.
  • Maintain a permanent master library of operating supplies and equipment (OS&E) items that can be easily reordered directly (not as part of a “project”). These items can be imported into projects as part of the planning process or ordered directly as part of operations, and if a "librarian" is assigned to it, current prices for library items can be maintained where useful.

Below is a description of an overall sequence that will produce these benefits.  Not all parts of it would be necessary to using FF&EZ, but they would support one or more of the optional benefits listed above and we will try to indicate that in the text. Again, keep in mind that options that include issuing numbered purchase orders from within FF&EZ require the use of Design/Purchasing, not just Design.

The Facility Prototype: A master list serving two purposes

In order to use a purchasing management system efficiently, one normally builds a list of commonly ordered items so these are available for use with minimum data entry.  FF&EZ allows you to build such a list, but it further allows you to organize it as a “model” of your store or restaurant, so that the data is not simply a list “by vendor” but a list that can also be viewed in the familiar structure of where it is used and budget-coded for type of product.  This aids in reviewing a list for completeness and allows the re-use of not just single products, but entire sections of a facility’s contents.

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     Master projects can be created as "skeleton" projects or fully detailed projects to copy and edit for a specific location.
    Create a project in FF&EZ, with you as the client, that will be used to “build” a basic store/restaurant containing all the items in it, with use of multi-product objects (or assemblies) where it makes sense to make it extremely easy to estimate total quantities. The objects in the project can be put into a combination of “real” rooms such as Public Dining, Kitchen, Menswear, Appliances, Storage, Office, etc. or “virtual” rooms to indicate scattered holding areas like storage cabinets or start-up supplies.
  2. If you attach images to the specifications, you can also print illustrated project books or standards manuals that help “sell” a franchise operation to a potential franchisee (or a loan officer) with consistent, detailed documentation.
  3. Option: Any prototype restaurant project can be populated with “skeleton” products which only describe the function of the products (“dining chair,” “fork,” etc.) but not a specific product from a specific manufacturer.  It could also include a rough budget number for each object in the model, based on either budget requirements or simply “what we originally paid for this.”  This functional skeleton could then be cloned (copied) and detailed to create the prototype (per step 1) of a specific restaurant design, while leaving open the possibility of copying the skeleton again for the purpose of creating an entirely different design based on different products (regional variations) or simply a future new base design.
  4. Once the prototype(s) are created (which may be simply documenting your current restaurant contents in FF&EZ), a “live” project is created by “cloning” the prototype.  At this point, you would have both a prototype of your restaurant and a “real” project with the appropriate shipping addresses, contact names, etc. for use in ordering or, in FF&EZ-Design, to turn over to those responsible for that process.
  5. For an existing restaurant where its contents have already been ordered in the past, you might be ordering replacement items.  To do this, you simply open the Orders List screen, add a new order for the desired vendor and restaurant project and import the items you want to order from the restaurant’s list of products (you can also import any other item in the system, including the general Library, if that makes sense).  Since the list is automatically filtered by vendor when creating an order, picking an item will be very simple, but if a vendor has a long list, you’ll have quick ways to home in on the product you want, including images to see if you originally attached images to the specification.
  6. You can also build a “warehouse” project.  As you decide which items in the prototype are candidates for large orders, you can simply import those into the warehouse project.  These can be ordered from the Orders List screen as above, but with the shipping address determined by that set in the Warehouse project.  Subsequent transfer between the warehouse and the restaurant(s) would be handled off-system by your own inventory management procedures.

The above will create benefits of both data organization and ease of ordering. If you are planning to build a new facility, major savings of time start to happen:  By copying your prototype, you begin with the contents already built, organized by both building location and vendor and (if you entered them) budget numbers.  If applicable, you can then adjust the quantities (seats, square footage, etc.) needed, substitute products based on regional issues, add entire new rooms, etc. to adapt the prototype to the needs of the proposed facility.  You can copy this copy to allow alternate approaches to be developed based on budget or design options (you can also include alternate products within the project itself).

Multiple Options

With the model of a new restaurant ready, the following paths become possible:

  • You can verify the pricing of all the products and correct them as needed, either directly on screen or by printing an “Ordering Worksheet” by vendor for them to fill out.  The Specification screen's "Vendor Quote" fields are used to record the date of the quote and the verification ("Quote ID").
  • For a new facility, if you have FF&EZ-Design/Purchasing, you simply open the FF&E Worksheet within the project and start picking the items to order, including single items, all items of a certain type, everything for a particular manufacturer, everything in the project or everything matching a query.  This can be done for items that are “complete” even if other items are not (you pass over those until their specifications are ready).
  • Instead of pricing and ordering items yourself, you can print a detailed list of the project contents (or of any class of items by using a query) for use by other firms in pricing a total package for you.  
  • There are purchasing firms that use FF&EZ and that adds the third possibility of your exporting the FF&EZ project itself and sending it to them for either pricing or purchasing management.  The savings to them of not having to enter your data into their system makes it possible that their purchasing fee may be quite reasonable.  
  • Ordering replacement items and consumables: In the case of the first and third of these options, you are ready to directly re-order an item at any time, using the same procedure described in Step 5.  Once you create a new order for existing items, you make any current price corrections on the order items.  For option B, you still have your project data, but may not have pricing entered, since that was done by someone else.  You could update your project if desired, so simply create orders and price them directly as needed.

FF&EZ puts your product data into a complete system that is also organized in more functional ways than that provided by a more generic purchasing system.  As you can see, this way of organizing project content builds upon itself to provide not just the standard function of producing purchase orders, but a dynamic way to re-use, adapt and even play with the data.

FF&EZ is optimized for local network use, but is compatible with remote access solutions like Terminal Server, Citrix, GoToMyPC, etc., allowing other locations to access a FF&EZ database (within concurrent usage limits) with a basic Internet connection if desired.

If you want to learn a little more about the tools used in working with prototypes, you may also like to read these earlier posts:

FF&EZ's Clone & Import Commands: Supercharging Project Creation

Creating Preliminary Budget Models with FF&EZ

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