The Central Office panel allows you to send and review orders from various sites, analyze and complete bids, and run a weighted nutrient analysis report to ensure meals are meeting all requirements for 6¢ certification.
Send and Review Orders
Depending on how ordering groups are setup, central office staff and supervisors may need to approve orders.
Step 1: From the Utilities tab, locate and click on Send and Review Orders.
Step 2: Establish Send and Review Orders options. Then, click Ok.
- Requested Delivery Date Range - Use the calendar icon to establish a date range.
- Ordering Group - Select an ordering group.
- Ordered By Site - Select a site.
- Specific Site - Select a specific site by using the magnifier
icon. - By Category - Select a specific category by using the magnifier
icon.
- All Sites
- Specific Site - Select a specific site by using the magnifier
Step 3: Review each order from the Ordered By Site location. Once you have reviewed the order, click on the Order ID row and select Send Selected Order.
You may send all selected orders at once after they have been reviewed by clicking Send All.
Step 4: Print or export the order report. To close the report, select Close Print Preview or click the X at the top of the window.
Edit Selected Order
You may choose to make edits to existing orders.
Step 1: Select the order from the list. Then, click Edit Selected Order.
Step 2: Make any necessary changes to the order, then save the changes and send the order.
Mark Selected Order Incomplete
When reviewing an order, you may choose to mark the order as incomplete. By doing this, the order will be sent back to the Site Manager for correction.
Select the order from the list. Then, click Mark Selected Order Incomplete.
Bid Analysis
Weighted Nutrient Analysis