Page Comparison

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1. From the Miscellaneous option, select Check Alerts.

2. Any system alerts will be displayed. Click on each alert and read the description in the area below.
   

   

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Negative Inventory Reconciliation

1. From the Miscellaneous option, select Negative Inventory Reconciliation.

2. Establish Negative Inventory Reconciliation options if they are not yet established by the default site filter. Then, click Ok.
   Note: Allowing reconciliation between different donation sources allows the system to move donated inventory items to negative count purchased items. (e.g. Green Giant green beans have an inventory of -3 #10 cans, USDA commodity green beans have an inventory or 7 #10 cans. This process will move 3 #10 cans from the USDA commodity inventory to the Green Giant inventory.

   
   Reconcile Inventory at Site - Select a site filter.
   Options - Select the checkbox to Allow reconciliation between different donation sources.
   
   

3. Review negative quantities for each item. You can expand item details by clicking the + sign. Once you have verified the amounts are correct, select Commit Changes.
   

   

   

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1. From the Miscellaneous option, select Receiving History.

2. Establish Search criteria. Then, click Refresh.

3. Select a record ID and click Print. Then, use the drop-down menu to select a report.
   Note: Pay attention to the following font styles to learn more about each Record ID:
   Bold font - The most recent, up-to-date version of the record.
   Regular font - A past record history.
   Red background - A record has been deleted.

   

   1. Receiving Details - The Receiving Details report cannot be printed for deleted records as they no longer exist.
      

      

   2. Receiving Tracking Log
      

      

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1. From the Miscellaneous option, select Issuing History.

2. Establish Search criteria. Then, click Refresh.

3. Select a record ID and click Print. Then, use the drop-down menu to select a report.
   Note: Pay attention to the following font styles to learn more about each Record ID:
   Bold font - The most recent, up-to-date version of the record.
   Regular font - A past record history.
   Red background - A record has been deleted.

   

   1. Issuing Details - The Issuing Details report cannot be printed for deleted records as they no longer exist.
      

      

   2. Issuing Tracking Log
      
      

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1. From the Miscellaneous option, select Ordering History.

2. Establish Search criteria. Then, click Refresh.

3. Select a record ID and click Print. Then, use the drop-down menu to select a report.
   
   Note: Pay attention to the following font styles to learn more about each Record ID:
   Bold font - The most recent, up-to-date version of the record.
   Regular font - A past record history.
   Red background - A record has been deleted.

   

   1. Ordering Details - The Ordering Details report cannot be printed for deleted records as they no longer exist.
      

      

   2. Ordering Tracking Log
      
      

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1. From the Miscellaneous option, select Test Mode.

2. Select the Test Database you wish to use when performing functions. Then, click Connect.
   

   

3. Enter your username and password. Then, click Ok. 
   

   

4. Perform the functions in Test Mode to review the results. Once you are done, select Test Mode (Utilities → Miscellaneous → Test Mode) again to be returned to the login screen and the live database.
   Note: The Test Database appears with a different background color and text to indicate you are not in the original database.

   

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Prior-Year Databases

1. From the Miscellaneous option, select Prior-Year Databases.

2. Select the Prior-Year database in which you would like to access. Then, select Connect or Connect in a New Window.

   

3. Enter your username and password. Then, click Ok. 
   

   

4. Perform the functions to review information in the Prior-Year Database. Once you are done, select Prior-Year Database (Utilities → Miscellaneous → Prior-Year Database) again to be returned to the login screen and the live database.
   Note: The Prior-Year Database appears with a different background color and text to indicate you are not in the original database.

   _{Click Image to Enlarge}
   

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1. From the Advanced option, select Review Inventory Tags.

2. Select an Inventory Tag from the list by clicking on the row. Then, select which task you would like to perform.

   Inventory Tag Details
   Tag Catalog Number Item Description Case/Unit Purchased Price per Case Donated Value per Case Donation Source	Lot # Expiration Date Origin Kind Origin Site Origin Date Original Vendor Origin Invoice #	Brand Product Code Storage Fee per Case Delivery Fee per Case Other Value per Case Tax Rate Cost of Goods per Case

   

   1. Edit - Select the inventory tag you wish to modify. Then, click Edit.
      Make necessary edits to the Inventory Tag. Then, click Ok.
      Note: When modifying an Inventory Tag, changes will be reflected everywhere in the District where the inventory tag exists.

      

   2. Navigate - Click on Navigate and select a navigation option.

      1. Origin Receiving Record - Navigates to the original location when the inventory tag was first received into the system.
         Note: In some cases, you may not be able to view the origin of the inventory tag such as a locked inventory period.

         

      2. Item Maintenance - Navigates to the associated item in item maintenance for review/editing purposes.
         

         

   3. Print - Select which type of report to print for the selected Inventory Tag.

      1. Inventory History - Tracks the history of the Establish report criteria. Then, click Ok.
         
         

         

         
         Inventory at site - Select a Specific Site, By Category or Cluster, or Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
         Date Range (Inclusive) - Use the calendar tool(s) to select a From and to date range.
         Options - By default, Include inventory tags with no quantity remaining is selected.
         Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
         
         

         

      2. Inventory On-Hand - Establish report criteria. Then, click Ok.
         

         

         
         Report Inventory As-Of-Date - Use the calendar tool to select an As-Of date.
         Filter by Site - Select a Specific Site, By Category or Cluster, or Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
         Group Records By - You may choose to group records and apply page breaks between record groupings by using the drop-down menu and selecting options.
         Options - Select one or more options to include in the report.
         Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
         
         

         

3. 1. 1. Inventory Tag Labels - Establish report criteria. Then, click Ok.
         

         

         
         Number of Labels - Enter the number of inventory tag labels you wish to print.
         Report Layout - Use the drop-down menu to select a report layout.
         
         

         

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Review Imported Items

The Review Inventory Tags options allow you to view inventory tag details (depending on review permissions), make edits to an inventory tag (depending on permission to edit an inventory tag), navigate to the original receiving record (depending on permission to edit the receiving record), navigate to item maintenance for a selected row (depending on permission to edit an item), and print various inventory reports.

1. From the Advanced option, select Review Imported Items.

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2. Select a file to be imported. Any data not populated from the import will be handled in the following review screen.

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Use the filters from the options above to filter which section of the screen you wish to look at. Click into any cell that is missing information (red x) or needs to be updated. You may also make comments in the comments column and click Save Changes to save and come back later.
Note: Allergies may present as duplicates if spelled two different ways in the sheet (example: eggs vs egg) - this can be fixed by selecting the correct checkbox associated.

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Item Imports are performed from the Admin & Maintenance > Advanced Setup screen. Click here for instructions.

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Update CN Database

Updates your database with the latest version of the Child Nutrition Database (CND) provided by the USDA.

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