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  1. From the Administration and Maintenance tab, select Advanced Setup. Then, choose Exports.
  2. Click the Add button.
  3. Select Sodexo POS Data Feed from the list. Then, click Ok.
  4. Enter a Description. Then, click Setup
  5. Establish export configurations. Then, click Ok.
    1. Settings
      1. Sodexo Unit Number - The number provided to you that identifies your District.
      2. Vender Code - The vendor code provided to you by Sodexo.
      3. 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.


    2. Options - By default, all options are unselected.
      1. Include Student Worker Counts - Place a checkmark in the box if student worker counts are included in the Sodexo export files.
      2. 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.
    3. Schools and Program Numbers
      1. Include - By default, all schools are included in the export. To exclude a school from the export, click in the box to unselect.
      2. School - Displays the school code and school name. Not editable.
      3. School # - Enter the school # for the school provided to you by Sodexo (if applicable).
      4. Register # - Enter the register # for the school provided to you by Sodexo (if applicable).
      5. Cashier # - Enter the cashier # for the school provided to you by Sodexo (if applicable).
      6. Breakfast # - Enter the associated breakfast code for the school provided to you by Sodexo (if applicable).
      7. Lunch # - Enter the associated lunch code for the school provided to you by Sodexo (if applicable).
      8. Snack # - Enter the associated snack code for the school provided to you by Sodexo (if applicable).
      9. Supper # - Enter the associated supper/dinner code for the school provided to you by Sodexo (if applicable).
      10. Online Payment # - Enter the associated online payment code for the school provided to you by Sodexo (if applicable).
    4. Premium Meals - If your District offers multiple Reimbursable Meals, use the drop-down menu to establish the Premium Meal # and select meal.
  6. In the Configure Export window, click Apply.
  7. Click Test.
  8. Use the calendar tools to establish a From and to Date Range. Then, click Ok.
  9. You will be notified once the export is complete. Click OK.

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Establish a Scheduled Export Job

  1. From the Administration and Maintenance tab, select Advanced Setup. Then, choose Scheduled Jobs.
  2. Click the Add button.
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  3. Enter the Scheduled Job information. Then, select Add Task to place tasks in the Scheduled Job.
    1. Description - Enter a description of the new Scheduled Job.
    2. Expected Period - Enter the Expected Period that the work schedule should be performed.
    3. Inactive - Select this option to make the Scheduled Job Inactive. 
    4. 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.
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  4. Select Export Data from the list of tasks. Then, click Ok.
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  5. Select the Sodexo export from the list. Then, click OK.
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  6. In the Edit Scheduled Job window, click Ok.
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  7. 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

  1. From the Utilities tab, select Export Data.
  2. Click the Add button.