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Step 4: Establish ordering group configurations. Then, click Save Changes.
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When Ordering Group Configurations refer to "Today," today is the day in which the order is being placed by the Site. Therefore, think of the process from a Site Manager's perspective and the projected outcome when establishing ordering and planning configurations. |
- Description - Enter a description for the ordering group configuration.
Expand title Ordering Group - Click Add to create a new ordering group. Select from the list of ordering groups. Then, click Ok.
Expand title Delivery Date - Click on the ellipses ellipsis to establish delivery date details. Then, click Ok. - Consider Par Levels - Place a checkmark in the box if par levels should be considered during ordering.
- Consider Orders to Fill - Place a checkmark in the box if fulfillment of orders should be considered during ordering.
Expand title Orders Start Date - Click on the ellipsis to establish order start date date details. Then, click Ok. Expand title Order Length - Click on the ellipsis to establish order length details. Then, click Ok. - Consider Planning - Place a checkmark in the box if planned meals should be considered during ordering.
Expand title Planning Start Date - Click on the ellipsis to establish planning start date details. Then, click Ok. Note title Relative Planning Date In most ordering scenarios, the planning start date will be based off of or relative to the delivery date versus relative to today.
Expand title Planning Length - Click on the ellipsis to establish planning length details. Then, click Ok.
- Planning Meals - Use the drop-down menu to select one or more meal types to consider planning for ordering
- Show All Available Items - If you would like all available items to appear during ordering, place a checkmark in the box.
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