Page Comparison

The instructions below regarding the Yield & Serving Sizes tab can also be done to an existing recipe.

Perform these instructions first in a test database if needed.

1. From the Ordering & Price Contracts option, select Internal Order Lists.
2. Click Add New.
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3. Establish Internal Order List details. Then, click Add Item or Filter.
   
   1. Description - Enter a description of the order list.
   2. Fulfilled by Site - Use the magnifier icon to select which site will fulfill requested orders.
   3. Receivable To - Use the magnifier icon to select a Named Site Filter.
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   Add items by clicking the ellipsis and searching for a Specific Catalog Number or Item filters by using the drop-down menu. Then, click Ok.

   Note
   By default, All Items - Active and Inactive are selected.

   
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   Establish Internal Order List settings for each Item Filter. Then, click Save Changes.
   
   1. Availability - Use the drop-down menu to select Availability of an item.
      
      1. Not Available - The item/filter is not available for ordering on this internal ordering list. This setting does not override item availability from other internal order lists.
      2. Only On-Hand Inventory - The item/filter can only be ordered if inventory is physically on-hand at the site from which you are ordering. This is useful for allowing schools to use up the existing inventory on-hand at the warehouse, but prevents the warehouse from ordering more of the product, even if it is still available on a price contract.

      3. On-Hand or Orderable Inventory - The item/filter can only be ordered if inventory is physically on-hand at the site you are ordering from or if the site you are ordering from can order more of the item - either from a price contract or another internal order list.

         Note
         title On-Hand or Orderable Inventory Setting
         This is the most common setting used and should be used for most warehouses.

         
         

      4. Always Available - This item/filer can always be ordered, regardless of stock levels. This is often used in situations where the Central Kitchen can manufacture an item or obtain it from sources other than ordering it directly; however, schools need to be able to order the item from the kitchen regardless of whether it is currently on-hand.
      5. (no change) - The item/filter will not affect the availability of the item. This is useful for affecting the "Allow Broken Case" of certain items without interfering with the availability specified by other rules in the same ordering list.
   2. Allow Broken Cases - Place a checkmark in Allowed Broken Case if partial units can be ordered for an item.
   3. Priority - Use the drop-down menu to select a priority level (Low, Normal, High).
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6. (Optional) Click the Test button and select a specific site. Then, click Ok.

   Note
   You must Save Changes before you can test the internal order list. Image Added

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7. Review internal order lists for the selected site. Click Close when you are done.

   Note
   You may notice that some items do not appear on the internal order list for a selected site. This means the site can never order this item, but is allowed to order a similar item. The reason for this could be the difference between Elementary and High School portion sizing.

   
   

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Ordering categories should be established before establishing ordering groups. Categories are established during item setup for easier ordering processes.

1. From the Ordering & Price Contracts option, select Ordering Categories.
2. Scroll to the bottom of the list and click in the cell next to the asterisk * or click Jump to New Row to add a new ordering category. Then, click Save Changes. 

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Ordering groups allow you to establish ordering categories and site filters. Additionally, you can control order approval levels.

1. From the Ordering & Price Contracts option, select Ordering Groups.
2. Establish ordering group options next to the asterisk *. Then, click Save Changes.
   
   1. Description - Enter a description of the ordering group.
   2. Allowed Ordering Categories - Use the drop-down menu to select one or more established ordering categories by placing a checkmark in the box(es). Then, click Ok.
   3. Order From Named Site Filter - Use the drop-down menu to select the site in which the order is placed.
   4. Approval Mode - Use the drop-down menu to select how orders are approved.
      
      1.  Site - The site manager/cafeteria operator must review and approve the order.
      2. Central Office - Central office staff or area supervisors must review and approve the order.
      3. Automatic - No approval process is necessary. The order automatically sends (to internal sites such as other schools, central kitchen, warehouse).
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Ordering Group Configurations represents the cycle of ordering a Site should follow by determining a delivery date, par levels, orders to be filled, planning date and the length of time planning should occur. Configurations are then applied to a site. 

1. From the Ordering & Price Contracts option, select Ordering Group Configs.
2. Click Add New to add a new configuration or select an existing configuration and click Edit.
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3. If adding a new configuration, you must select if you would like to create a new configuration As a copy of Default or New Config from Scratch.
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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.

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   1. Description - Enter a description for the ordering group configuration.

   2. 
      

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      title Ordering Group - Click Add to create a new ordering group. Select from the list of ordering groups. Then, click Ok.
      Note Ordering Groups will vary between Districts. Image Added

      
      

   3. 
      

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      title Delivery Date - Click on the ellipsis to establish delivery date details. Then, click Ok.
      Image Added          Number of Days after Today - Enter the number of days after today for the order to be delivered. Then, establish What Kind of Days.                 Work Days (M-F) - Select to receive a delivery XX number of work days from today                 Calendar Days - Select to receive a delivery XX number of calendar days from today.         Specific Day of the Week - Use the drop-down menu to select a specific day of the week. Then, establish a Week Determination.

      
      

   4. Consider Par Levels - Place a checkmark in the box if par levels should be considered during ordering.

   5. Consider Orders to Fill - Place a checkmark in the box if fulfillment of orders should be considered during ordering.

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      title Orders Start Date - Click on the ellipsis to establish order start date details. Then, click Ok.
      Image Added         Select how the default orders start date should be calculated - Use the drop-down menu to select a relative order start date. Then, establish additional date options.               Relative to Today               Relative to Delivery Date         Number of Days after today - Enter the number of days after the relative day to establish ordering. Then, establish What kind of Days.               Work Days (M-F) - Select to receive an order XX number of work days from today/delivery date.               Calendar Days - Select to receive an order XX number of calendar days from today.         Specific Day of the Week - Use the drop-down menu to select a specific day of the week. Then, establish a Week Determination.               The next [Day] at least XX days after [today or delivery date]               [Day] of next week               [Day] of the week after next               On the XX [Day] of the Month

      
      

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      title Orders Length - Click on the ellipsis to establish order length details. Then, click Ok.
      Image Added         Select how the length of the orders range should be calculated - Establish the length of order ranges.               Week Day (M-F) Count for XX                Number of days/weeks/months               Calendar Day Count for XX Number of days/weeks/months               Week Count for XX Number of days/weeks/months               Month Count for XX Number of days/weeks/months               Through Day of week               Through XX day of month

      
      

   8. Consider Planning - Place a checkmark in the box if planned meals should be considered during ordering.

   9. 
      

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      title Planning Start Date - Click on the ellipsis to establish planning start date details. Then, click Ok.
      Note title Relative 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         Select how the default planning start date should be calculated - Use the drop-down menu to select a relative planning start date. Then, establish additional date options.                 Relative to Today                 Relative to Delivery Date         Number of Days after today/delivery date - Enter the number of days after the relative day to establish planning. Then, establish What kind of Days.                 Work Days (M-F) - Select to receive an order XX number of work days from today/delivery date.                 Calendar Days - Select to plan an order XX number of calendar days from today.         Specific Day of the Week - Use the drop-down menu to select a specific day of the week. Then, establish a Week Determination.                 The Day at least XX days after today                 Day of next week                 Day of the week after next                 On the XX Day of the Month

      
      

   10. 
       

       Expand
       title Planning Length - Click on the ellipsis to establish planning length details. Then, click Ok.
       Image Added         Select how the length of the planning range should be calculated - Establish the length of planning ranges.                 Week Day (M-F) Count for XX Number of days/weeks/months                 Calendar Day Count for XX Number of days/weeks/months                 Week Count for XX Number of days/weeks/months                 Month Count for XX Number of days/weeks/months                 Through Day of week                 Through XX day of month

       
       

   11. Planning Meals - Use the drop-down menu to select one or more meal types to consider planning for ordering
   12. Show All Available Items - If you would like all available items to appear during ordering, place a checkmark in the box.

Make sure to be in an up to date Test Database that has the manufactured item and recipe being tested in it.