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The *{+}Ordering Process{+}* will automatically generate an order based on meal planning counts, Inventory Quantities On-Hand, Perfect Substitutions, Par-Levels, And Satellite Orders.
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*Step 1* \- Select the *{+}Order{+}* button from the *{+}Quick Launch{+}* and the following form will be displayed:

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There are three options that allow you to customize how you want the order to be automatically pre-filled.  You may leave all three options checked (default) to allow the program to automatically make a best-guess as to what you should order, or you may clear some of them as you see fit.  If all three boxes are *unchecked*, then the order will start out *blank*, allowing you to enter the order manually.
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{info}Most districts click the Ok button without changing any of the options{info}
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*Step 2* \- In the space provided type the requested delivery datein the *{+}Bid Contract Date{+}{*}or select the *{+}Date{+}* from the calendar by clicking the *{+}More{+}* button to the right of the date.  This date will be used to determine:
* Which bid contracts to order from
* Which price to use when receiving the item
* What date the items will be delivered 

*Step 3* \- Select the appropriate *{+}Options{+}* to automatically pre-fill the order.

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* *{+}Items Below Par Order Levels{+}* -- Par levels are indicated by selecting *{+}Maintenance \| Order Par Levels{+}*. When the *{+}Quantity-On-Hand{+}* falls below the *minimum quantity*, the item will automatically be listed on the order form and the quantity will be pre-filled with the *maximum quantity*. This is useful for ordering items that may not be included in *{+}Planned Menus{+}*.
* *{+}Items Needed For Planned Meals{+}* -- Planned meal counts are indicated by selecting the *{+}Production{+}* button from the *{+}Quick Launch{+}*} (See *{_}{+}Automatically Ordering From Planned Menus{+}{_}* below). When this option is checked, enter the *{+}Date{+}* through which you wish the program to look at planning counts.
* *{+}Items Ordered To Be Filled From This Warehouse{+}*\-\- This option is typically used by a Central Warehouse and Central Kitchens(satellites to other schools).
 
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*Step 4* \- Select the *{+}Ok{+}* button to generate the order.

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h1. Automatically Ordering From Planned Menus

When using this option, the program determines which items to order and the quantities needed for planned menus.
Quantities needed are determined by:
* *Menus* on the calendar starting with the current date and ending with the date selected
* *Ingredients* on the recipes containing planned serving counts
* Scaling the *recipes*
* Ingredients on pending *orders*
* Ingredients *on-hand*

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*{+}Scaling recipe example:+* +Baked Chicken+

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*1856 chicken thighs are needed (2 pieces each for 928 planned)*
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*720 chicken thighs on-hand (7 cases with 96 in each case plus 48 pieces)*
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h1. Changing Items to be Ordered

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*Step 1* \- Click the *{+}Ok{+}* button and the *{+}Order Items{+}* screen will be displayed. The screen allows you to add and remove items to be ordered, as well as to adjust the quantities to be ordered.

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*Step 2* \- Click in the *{+}Comments{+}{*}space to type notes that you want printed on the order.
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*Step 3* \- In the *{+}Unit Quantity{+}{*}column, type the number of cases and press the *{+}Enter{+}* key.  When loose quantities are needed, type the case quantity, then a forward *slash*( */* ) and then the loose quantity. The program will automatically fill in the appropriate characters (e.g. CS or PAN or BAG).
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*Step 4* \- To add items to the list, scroll down to the bottom of the list, type any part of the\*+Item Description+\* name, or the *catalog number,* in the *<ADD ITEM>* row and then press the *{+}Enter{+}* key (See *{+}Add Items{+}* section for more information). Clicking the *{+}Add{+}* button will accomplish the same thing as typing the item on the *+<ADD ITEM>+* row.
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*Step 5* \- Click the *{+}Print{+}* button to print a copy of the order.
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{info}This will *NOT* SAVE the order. You must click the *{+}Ok{+}* button to save the order. *The order is not sent until the next step is completed* and a *final copy is printed*. {info}
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*Step 6* \- Click the *{+}Worksheet{+}* button to view a list of items, how many are *{+}on hand{+}*, how many have already been *{+}ordered{+}*, and the *{+}quantity to order{+}* for each item needed.

{info}The worksheet will only be printed when the order was automatically pre-filled.{info}
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*Step 7* \- To remove an item from the order list, select the item to remove and click the *{+}Remove{+}* button.
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*Step 8* \- Click the *{+}Ok{+}* button to save the changes.
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h1. Add Item to Order

When the *{+}Add{+}* button is clicked or when an *{+}Item Description{+}* is typed on the line that has *+<ADD ITEM>+* in the item *{+}Description{+}* column, the following form will be displayed:
{info}{*}{+}Remember{+}*:Fewer characters are better when searching.{info}
!worddav6a770e92f8e40ddceacf4b7b220edb6a.png|height=328,width=446!

*Step 1* \- Type the *{+}Catalog Number{+}{*}or part of the *{+}Item Description{+}{*}to change the search.

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*Step 2* \- Select the *{+}Item{+}{*}that you wish to add to the order list.\\

*Step 3* \- Click the *{+}Ok{+}* button to select the item and return to the *{+}Order List{+}*.
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*{+}Search hints:+*

* If you know the *{+}Catalog Number{+}*, start typing and only items that contain those numbers will be listed.
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* If you know the *{+}Item Description{+}*, start typing and only items that contain those numbers will be listed.
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h1. Order From Contract button

This allows you to select a vendor and create an order specific to items awarded to a vendor from the Bid Process.

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*Step 1* \- Select the *{+}Order{+}* button from the *{+}Quick Launch{+}* and on the following form, select the *{+}Order From Contract{+}* button.

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*Step 2* \- The following screen will be displayed. Choose the desired{*}{+}Vendor{+}{*}*,* and all the items awarded to that vendor will be listed in the *{+}Order List{+}*. Change the *{+}Quantities{+}*, *{+}Add Items{+}* and *{+}Removed{+}* items as described above.

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h1. Review and Send Unsent Orders

This is typically done by someone in the Central Office. The order must be reviewed, before it can be submitted to the Vendor or Central Warehouse.
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To *{+}Send And Review Orders{+}*, select *{+}Actions > Send and Review Unsent Orders{+}* and the following screen will be displayed:

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h1. Unsubmitted Orders

The top section contains *{+}Unsubmitted Orders{+}* or all of the orders that have *not* been submitted to the vendor.
The bottom section contains all *{+}Items in the Order{+}* that is currently selected (highlighted)in the top section.

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*Step 1* \- Click the *{+}Edit{+}{*}button to *{+}Add{+}*, *{+}Change{+}* or *{+}Delete{+}* items on the list.
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*Step 2* \- Click the *{+}Close / Delete{+}* button to complete the order and remove all pending orders from the list.
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*Step 3* \- Check the *{+}Send/Print{+}* button next to each *{+}Order{+}* For Each Order That You Wish To Submit.
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*Step 4* \- Click The *{+}Select All{+}* button to mark all orders to be submitted.
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*Step 5* \- Click the *{+}Select None{+}* button to deselect all of the orders.

h1. Submit Order

*Step 1* \- Click the{*}{+}Submit Order{+}* button to send the orders. The *{+}Vendor Order report{+}* will appear and *{+}must{+}* be printed in order for the orders to actually be generated by the system.

{info}You will not be able to receive an order that has not been *{+}Submitted{+}* and *{+}Printed{+}*.{info}
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*Step 2* \- Once the orders have been *{+}printed{+}*, they will be marked as *{+}Sent{+}* and can only be viewed from the *{+}Review and Re-send Submitted Orders{+}* screen.

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