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- From the Administration and Maintenance tab, select Advanced Setup. Then, choose Exports.
- Click the Add button.
- Select Sodexo POS Data Feed from the list. Then, click Ok.
- Enter a Description. Then, click Setup.
- Establish export configurations. Then, click Ok.
- Settings
- Sodexo Unit Number - The number provided to you that identifies your District.
- Vender Code - The vendor code provided to you by Sodexo.
Default Export Path - Click the ellipsis icon and locate the folder on your local or network drive.
Info If a folder does not exist, you may create a folder for your Sodexo exports.
- Options - By default, all options are unselected.
- Include Student Worker Counts - Place a checkmark in the box if student worker counts are included in the Sodexo export files.
- Include Reimbursable Milk Counts - Place a checkmark in the box in your District participates in the reimbursable milk program and counts are included in the Sodexo export files.
- Schools and Program Numbers
- Include - By default, all schools are included in the export. To exclude a school from the export, click in the box to unselect.
- School - Displays the school code and school name. Not editable.
- School # - Enter the school # for the school provided to you by Sodexo (if applicable).
- Register # - Enter the register # for the school provided to you by Sodexo (if applicable).
- Cashier # - Enter the cashier # for the school provided to you by Sodexo (if applicable).
- Breakfast # - Enter the associated breakfast code for the school provided to you by Sodexo (if applicable).
- Lunch # - Enter the associated lunch code for the school provided to you by Sodexo (if applicable).
- Snack # - Enter the associated snack code for the school provided to you by Sodexo (if applicable).
- Supper # - Enter the associated supper/dinner code for the school provided to you by Sodexo (if applicable).
- Online Payment # - Enter the associated online payment code for the school provided to you by Sodexo (if applicable).
- Premium Meals - If your District offers multiple Reimbursable Meals, use the drop-down menu to establish the Premium Meal # and select meal.
- Settings
- In the Configure Export window, click Apply.
- Click Test.
- Use the calendar tools to establish a From and to Date Range. Then, click Ok.
- You will be notified once the export is complete. Click OK.
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Establish a Scheduled Export Job
- From the Administration and Maintenance tab, select Advanced Setup. Then, choose Scheduled Jobs.
- Click the Add button.
- Enter the Scheduled Job information. Then, select Add Task to place tasks in the Scheduled Job.
- Description - Enter a description of the new Scheduled Job.
- Expected Period - Enter the Expected Period that the work schedule should be performed.
- Inactive - Select this option to make the Scheduled Job Inactive.
- Agent Mode Schedule - Use the drop-down menu to establish a frequency and complete details in order for the process(es) to be executed without using the Windows Task Scheduler.
- Select Export Data from the list of tasks. Then, click Ok.
- Select the Sodexo export from the list. Then, click OK.
- In the Edit Scheduled Job window, click Ok.
- You may wish to run the scheduled job now. Select the Sodexo export and click Run Now.
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Manually Run the Export
- From the Utilities tab, select Export Data.
- Click the Add button.