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Quantities needed during the ordering process are determined by:

• Menus on the calendar starting with the current date and ending with the selected date
• Ingredients on the recipes containing planned serving counts
• Scaling the recipes
• Ingredients on pending orders
• Ingredients on-hand 

From the Home tab, select Order.

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New Order New Order

Create a New Order

1. Click Create New Order from the Action tab.
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2. Begin the ordering process by following the wizard and click Next.
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3. Use the drop-down menu to select an ordering group. Then, click Next.

   
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   Note
   Ordering Groups must first be configured in Admin & Maintenance > Ordering & Price Contracts.

   
   
   

4. Use the calendar icon to select the delivery date in which to receive the order. You may also choose to Show All Available Items on the price contract. Then, click Next.

   Note
   title Requested Delivery Date/Price Contract Date
   This date will be used to determine which price contract needs to be used.

   
   

   Info
   title Show All Available Items
   When selecting Show All Available Items, items which are not part below par-level, needed for planned meals, or filled from the selected site appear in the order list with zero (0) quantities. These item quantities will be highlighted pink to reduce confusion.

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5. Select options on how to automatically estimate your ordering needs. Then, Click Next.
   

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   Info
   title Default Planning Dates
   Default planning dates are established by Central Office staff under Administration → Ordering & Price Contracts → Ordering Group Configs.

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           Items below par-order levels - When the quantity on-hand falls below the minimum quantity, the item will automatically be listed on the order and the quantity will be prefilled to at least the maximum quantity.
           Items needed for planned meals between - Establish a date range by using the calendar tools.
                 Meal Types - Use the drop-down menu to deselect/select one or more meal types for planned meals within the established date range.
           Items ordered to be filled from this site - Establish a date range by using the calendar tools. This option is typically used by a Central Warehouse or Central Kitchen during manual ordering. Leaving this option checked will not have a negative effect if this does not apply to you.
           Items needed for predicted orders from all sites based on planned meals between - Establish a date range by using the calendar tools.
                  

   Note
   title Items needed for predicted orders from all sites based on planned meals between
   This option is typically used by a Central Warehouse or Central Kitchen for advanced vendor ordering to ensure there is enough inventory available to fill site orders. Selecting this option disables additional ordering options.

   
   
   

6. Click Finish to start your order.

   Note
   title Ordering Criteria
   Edison looks at meal planning counts, inventory on-hand, and quantities being removed from current inventory in order to assist with ordering the correct quantities of each item.

   
   

   Note
   You will see a series of processes running while the order is generating. Some processes, such as predictive ordering, may take longer.

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   Review the generated order items and quantities by looking in the Quantity column and the Max Quantity Available column.

   Info
   title Adjusting Order Quantities
   You can make adjustments to the quantity ordered by clicking in the cell. For more details, refer to the instructions under the Add/Remove Item section.

   
   

   Note
   title Show All Available
   If you chose to Show All Available Items in the Ordering Wizard, items which are not part below par-level, needed for planned meals, or filled from the selected site appear at the bottom of the order list with zero (0) quantities. These item quantities are highlighted pink to reduce confusion.

   
   

   Warning
   title View Worksheet
   If an issue exists with the order, such as an unavailable catalog number, the View Worksheet button will blink. It is highly recommended you run problem reports before completing your order. Refer to Step 11 for more information.

   
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   Add/Remove Item

8. Click Add Item to add a new item from the order list.

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   Use the Search box to locate a specific item. Then, select the correct item(s) by placing a checkmark in the cell for the correct item. When you have completed selecting all items, click Ok.
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10. New order items will be added to the end of the list. Review the Max Quantity Available column. Then, enter the amount necessary to order under the Quantity column. Repeat this process for each new item added to the order.

    Info
    To remove an item, select the row. Then, click Remove Item.

    

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    (Optional): View Worksheet for Automatic Meal Ordering.

    1. To review or print the worksheet prior to saving changes and completing the order, click View Worksheet.

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       Select a report option. Then, click Ok.
       

       Info
       If the View Worksheet button is blinking, it is recommended that you run reports to Include summary of all items with problems or Include details of all items with problems.

       
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       The Ordering Worksheets reports display:

       • Encumbrance needs for earlier planning - Considers quantities necessary for issue and production prior to the next received order. These items quantities will not be available to fulfill menu counts for the current order.
       • Encumbrance quantities met - Considers quantities available and ordered to fulfill encumbrances outside the planning dates.
       • Real needs for date range, incoming orders, par levels - Quantities needed for the specified date range of the order.
       • Real needs met by unencumbered inventory, order - Quantities on-hand or previously ordered (minus encumbrances) to meet the needs for the specified date range of the order.

       • Remaining quantities needed to be ordered - Planned quantities and quantities on-hand to determine ordering needs (if necessary) for the specified date range of the order.

         Warning
         If you receive the warning You do not have enough inventory on-hand/on-order to fulfill encumbrances prior to order range, you have low quantities on-hand/on-order for the selected date range. The system will not automatically change order quantities. You will need to adjust your item quantities on the existing order or add item quantities to a future order.

         
         

         Warning
         If you receive the warning Catalog number not available for order, that item is not on a Price Contract and cannot be ordered until it has been added to one. You should inform the Central Office staff when this message appears on a report.

         
         

         Tip
         You may choose to Print or Export the report.

         
         

         Info
         If you do not have enough inventory on-hand or in an order to fulfill encumbrances prior to the order range, it will be noted on the worksheet.

         
         

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         title Include details of only the selected item

If you have already closed the Order for <site> tab, you must first select Order from the Home tab.