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Step 6: Choose to SavePrint, or Export the Request for Bid Quotes report. To close the report, select Close Print Preview.

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Add New Quotes

Step 1: Enter new bid quotes from vendors by selecting Add Bid Quote.

Note

Note the information for Bid Period Information is greyed out. If any of the information is incorrect, you may select Edit to make changes.


 Additional Options - To edit an existing bid, select the vendor's bid from the list and double-click or choose Edit Bid Quote. To remove an existing bid, select the vendor's bid from the list and click Delete Quote. There is no "undo" for deleting a quote.


Step 2: Enter Bid Quote details.

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Step 6: Review the bid analysis results. Note the way results are reflected differs between Line-Item bids and All or Nothing bids. Then, click Next to continue.

GreenIndicates an item meets all requirements and is the best choice to award the bid.
WhiteIndicates an item may have met costs; however, it was not awarded the bid.
RedIndicates there is an issue with the item rejecting it from the award process.
Info

You may click Cancel if you need to make necessary edits, such as entering a missing quote, before completing the award process.

Catalog Number aS010 will be awarded to Diamond Distributors. All additional items will be awarded to SYSCO Foodservice. Diamond Distributors did not bid on Catalog Number aS030 or the amount was not entered; therefore, is not an option when considering the item.

Blue Bell Ice Cream was not entered or did not bid on Catalog Number M155 and, therefore, disqualifies Blue Bell Ice Cream from consideration of the award as the bid is All or Nothing. The bid will be awarded to Barber's Milk LLC.


Step 7: Click Finish to complete the bid process and award the price contracts.

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The weighted nutrient analysis report analyses recipes for a period of 3-7 days. The results shown reflect if a the period meets nutrient standards for the selected period and reflects any deficiencies in nutrition. You can manually enter counts, use planned counts, use served counts, or select a menu template.

Info

If a period does not meet nutrition requirements, future recipe components can be adjusted in order to meet those requirements.

 

Step 1: From the Utilities tab, locate and click on Weighted Nutrient Analysis.


Step 2: Enter source information for the Nutrient Analysis report. Then, click Ok.

  • Date Range - Use the calendar tool to enter a start and end date. Dates must mange from 3 to 7 days.
  • Meal Type - Select one or more meal types to include int he analysis.
  • Source - Select the correct source type.
    • Manual entry - Manually enter meal counts.
    • Menu Planning Counts - Click the magnifier Image Added icon to select  a site. Then, select to use planned or served counts for the established date range.
    • Menu Template - Click the magnifier Image Added icon to select a menu template (e.g. elementary, middle, high school, snack, etc). Then, select to manually enter counts or use the sum of planned counts for all sites.

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Step 3: Establish report options.

  • Use the drop-down menu for Menu Count Type to select the correct menu count type category (Pre-K, K-5, 6-8, 9-12, etc.).
  • For manual entry, you may enter counts one of two ways:
    • Enter total counts for the day.
    • Expand the day by clicking the + sign and enter counts for each menu item.
  • Additional Options - You may also select Add MenuRemove Menu, Add Serving Day, or Remove Serving Day and follow the search and selection options.
Info

If the Analysis Source options are incorrect, you may choose Change Source to change selection criteria.

 

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Step 4: Click Print and select a report to print.


Choose to SavePrint, or Export the report. To close the report, select Close Print Preview.

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Weighted Nutrient Analysis

Reports the total nutrient analysis for the established time period.

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Detailed Worksheet by Nutrient

Breaks down detailed nutrient information for each day.

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