Page Comparison

The Sites & Categories section will take you through the process of editing and adding sites, site templates, site categories, named site filters, and mass updates for site locations.

Inventory
Max Number of Open Days - Enter the maximum number of days allowed open at any given point.
Enable Receiving Source: Order from Vendor - Displays option to receive order from a vendor.
Enable Receiving Source: Transfers - Displays option to receive transfer.
Enable Receiving Source: Price Contract - Displays option to receive order from a price contract.
Enable Receiving Source: Ad Hoc - Displays option to receive ad hoc items.
Receiving Order Default Fulfillment Disposition - Use the drop-down menu to select how to handle orders when incomplete upon receiving.

Close
Backorder
Reorder

Enable Issuing Type: Fill Order - Displays option to fill an order.
Enable Issuing type: Transfer - Displays option to transfer to another site.
Enable Issuing Type: Return to Vendor - Displays option to allow items to be returned to vendor.
Enable Issuing Type: Adjustments - Displays options to issue adjustment items.
Enable Issuing Type: Consumed - Displays option to issue as consumed.
Allow Donated Inventory: USDA Commodity - Allows the site to order/receive inventory donated by the USDA Commodity program.
Allow Donated Inventory: DOD Produce - Allows the site to order/receive inventory donated by the DOD Produce program.
Allow Donated Inventory: Other - Allows the site to order/receive inventory donated by other programs.
Allow Over-Issuing - Allows the site to issue more inventory than the quantity on-hand.

Production
Use Ready-to-Serve Recipes -Click in the cell to use Ready-to-Serve Recipes
Recipe Scaling Rounding Method - Select how you would like to scale recipes.

Round (midpoint away from zero) - Recipes with fractional measures will round up from zero.
Round (midpoint to even) - Recipes with fractional measures will round to an even number.
Ceiling (round up) - Recipes measures will round up.
Floor (round down) - Recipes measures will round down.

Auto-Fill Production Quantities - Automatically fills production quantities.
Default Prepared Count to Planned - Defaults the prepared serving counts to the planned serving counts when starting a new production record. When unchecked, default prepared counts to 0. 

Meal Planning

Auto-Apply Menu Counts to Recipes - Automatically applies planning counts to all recipe items planned on a menu.
Auto-Calculate Menu Counts from Entrees - Automatically calculates menu counts from the total entree recipe counts (excluding extra sales planning counts).
Auto-Expand Menus - Automatically expands menus in the meal planning menu to show all menu/recipe components.
Auto-Expand Extra Servings Rows - Automatically expands the extra serving rows in the planning menu.
Default to Offer-vs-Serve - Allows each planned item count to be adjusted by popularity.
Show Long Menu/Recipe Descriptions On Serving Plan Screen - Displays long descriptions/information in the meal planning option.
Menu Planning Minimum Date - Displays the earliest date when entering menu planning for the site and is used in conjunction with menu template dates to display a limited date range if applied.
Menu Planning Maximum Date - Displays the latest date when entering menu planning for the site and is used in conjunction with menu template dates to display a limited date range if applied.

Order Filling
Favor Specific Item over Expiration Date - Selects the favored item versus the upcoming expiration date.
Favor Auto-Order Quantity when Changing Items - Keeps the automatic order quantity when substituting with a similar item type.
Include All Available Inventory for Catalog Number - Lists all available inventory for a catalog number.
Default Order Fulfillment Disposition - Use the drop-down menu to select how to handle filling orders when quantities available are less than quantities ordered.

Close
Backorder

Ordering
Allow Broken Case for Internal Order List - Allows partial quantities to be ordered.
Consider Current Inventory when Automatic Ordering - Considers inventory on-hand to prevent over-ordering and spoilage.
Incomplete Days to Consider when Automatic Ordering - Considers recipes not planned/not yet produced to prevent over-ordering and spoilage.

Physical Inventory
Show Calculated Quantities on Physical Inventory Worksheet - Displays quantities that should be in inventory.
Show Calculated Quantities when Entering Counts - Determines whether or not to show calculated quantities on-hand when entering counts.
Require Physical Inventories every Period - Requires physical inventories to be completed. If inventory has not been completed for a period, a warning box appears when attempting various operations.
Split Counts by Inventory Tag - Displays counts by each inventory tag versus grouping quantities by the catalog number.
Default Count Inventory as-of Date to "Last day of the inventory period" - When checked, starting a new physical inventory will default to counting inventory as-of the last day of the inventory period. When unchecked, it will default to "Today".

Vendor
Ordering Plugin - Use the ellipses icon to select an ordering plugin.

Blank - Default; Paper; or User-Defined Export

Send Orders on Approve - If selected, orders will automatically be sent to vendor upon approval. If unchecked, orders will only be marked s approved and placed in the appropriate approval queue.
Minimum Order Amount - To consider the order complete, enter the minimum purchase order amount required by the vendor (if applicable). The user is warned upon attempting to complete the order if the minimum has not been met; and permission is required for order approval.
Minimum Order Case Count - To consider the order complete, enter the minimum whole case count required by the vendor (if applicable). The user is warned upon attempting to complete the order if the minimum has not been met; and permission is required for order approval.

Screen Layouts

Receiving Screen Layout - Click the ellipsis icon to capture, view, or reset the receiving screen layout. 
Issuing Screen Layout - Click the ellipsis icon to capture, view, or reset the Issuing screen layout.
Production Screen Layout - Click the ellipsis icon to capture, view, or reset the production screen layout.
Manufacturing Screen Layout - Click the ellipsis icon to capture, view, or reset the manufacturing screen layout.
Ordering Screen Layout -  Click the ellipsis icon to capture, view, or reset the ordering screen layout.

Place a checkmark in the appropriate Menu Count Types (if applicable).

Place a checkmark in the appropriate Menu Templates (if applicable).

Establish Kitchen and Satellite Setup configurations for each meal type if a meal is prepared at a Central Kitchen (if applicable).

Place a checkmark in each row where applicable to include the custom field on the report. Enter custom text where applicable to include on the report (if applicable).

Par-Level Orders and Site Storage Layouts can also be found in Administration → Miscellaneous → Site Specifics.

In order to establish a new Named Site Filter, a good understanding of SQL language and queries is necessary in order to create successful expressions.

Site Categories are user-defined and will vary between Districts.

Menu Templates are user-defined and will vary between Districts.

Menu Count Types are user-defined and will vary between Districts.

Site Custom Fields are user-defined and will vary between Districts.

Allowed Ordering Restrictions are user-defined and will vary between Districts.