Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...


Step 4: Establish ordering group configurations. Then, click Save Changes.

Info

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
    titleOrdering Group - Click Add to create a new ordering group. Select from the list of ordering groups. Then, click Ok.

     

  • Expand
    titleDelivery 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
    titleOrders Start Date - Click on the ellipsis to establish order start date date details. Then, click Ok.

     

  • Expand
    titleOrder 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.
  • Image Removed 
    Expand
    titlePlanning Start Date
    - Click on the ellipsis to establish planning start date details. Then, click Ok.
    Note
    titleRelative 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.

    Image Added

  • Expand
    titlePlanning 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.

...