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.

        Site Name - Enter the name of the site (school, vendor, warehouse, kitchen name).
        Site Code - Enter the school number for the site.
        Inactive - If a site is no longer active, click in the inactive box.
        Site Kind - Use the drop-down menu to select a type of site.
              School
              Central Kitchen
              Warehouse
              Vendor
              Unmanaged Site
        Export Code - Enter an export code to have authorized exports sent to the site (if applicable).
        Site Template - Use the drop-down menu to select a template for the site (e.g. A school and a central kitchen may have different report templates).
        Ordering Send Method - Use the drop-down menu to select how vendor and unmanaged site orders should be sent.
        Ordering Group Config - Use the drop-down menu to select an ordering group configuration (if applicable).
        Tax Region - Use the drop-down menu to select a tax region for the site (if applicable).
        Manufacturing Config - Use the drop-down menu to select a manufacturing configuration (if applicable).
        Allowed Ordering Restrictions - Use the drop-down arrow and place a checkmark in the user-defined order restriction tag(s) to restrict ordering of items.

        Address 1 - Enter the primary address.
        Address 2 - Enter the secondary address.
        City - Enter the site's city.
        State - Enter the site's state.
        Zip Code - Enter the site's zip code.
        Manager's Name - Enter the site manager's name.
        Phone Number - Enter the site phone number.
        Email Address - Enter the email address for the site location or manager.
        Fax Number - Enter the fax number for the site (if applicable).

Inventory
Max Number of Open Days - Determines 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 - Determines how orders are handled 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 - Use Ready-to-Serve Recipes instead of Ready-to-Assemble Recipes.
Recipe Scaling Rounding Method - Establishes recipe scaling rules.

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 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.
Consider Zero-Planning as Incomplete - Recipes/menus with zero-planned counts will be suppressed from various reports and screens. By default, the setting is enabled and zero-planning indicates planning has not been completed. If  unchecked, unplanned meals will not display on the Production Worksheet.

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 - Determines 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.
Show Items with Zero Quantity Needed when Automatic Ordering - Displays all items available for order even if the needed quantity is 0.
Incomplete Days to Consider when Automatic Ordering - Considers past recipes within XX number of days which have not yet been produced to prevent over-ordering and spoilage.
Grace Period Prior to Delivery Date to Edit Orders - Allows user with Create Orders permissions, but not Edit Order permissions, to edit orders more than the number of specified days before delivery. Leaving the days at 0 disables the permission.
Check for Incomplete Orders at Shutdown - Warns that incomplete orders exist upon attempting to close the program. Users have the choice of reviewing incomplete orders or continuing with program shutdown. 

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 starting a new physical inventory, defaults to counting inventory as of the last day of the inventory period. When unchecked, it will default to "Today".

Vendor
Send Orders on Approve - Allows orders to automatically be sent to the vendor upon approval. If unchecked, orders will only be marked s approved and placed in the appropriate approval queue.
Minimum Order Amount - Considers the order complete once an order reaches the entered 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 - Considers an order complete once an order reaches 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 - Opens the tools to capture, display/apply, and reset the receiving screen layout when the ellipsis icon is clicked. 
Issuing Screen Layout - Opens the tools to capture, display/apply, and reset the issuing screen layout when the ellipsis icon is clicked.
Production Screen Layout - Opens the tools to capture, display/apply, and reset the production screen layout when the ellipsis icon is clicked.
Manufacturing Screen Layout - Opens the tools to capture, display/apply, and reset the manufacturing screen layout when the ellipsis icon is clicked.
Ordering Screen Layout - Opens the tools to capture, display/apply, and reset the ordering screen layout when the ellipsis icon is clicked.

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

        Kitchen - Use the drop-down menu to select the kitchen preparing the meals.
        Satellite Configuration - Use the drop-down menu to choose how the satellite location is configured.
              (n/a) - Satellite configurations are not applicable.
              Kitchen Produces Everything - The kitchen incurs all meal expenses/costs.
              Kitchen Manufactures, Satellite Produces - The meal expenses/costs are transferred to the satellite location.
              Custom Satellite Configuration - Configurations vary by District needs.

Complete necessary functions (checkmarks, date selection, text entry, etc.) in order to include information on reports (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.

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.