Sites & Categories

Overview

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.

Sites		Manufacturing Configurations
Site Templates		Custom Site Fields
Site Categories		Named Site Filters
Satellite Configurations		Mass Update

Opening Sites & Categories

This procedure is used to access all processes in the Sites & Categories section.

Locate and click the Administration tab. Next, click on the Sites & Categories option.

Sites

A Site can be defined as a school, central kitchen, warehouse, vendor, or an unmanaged site. The Sites section will take you through the process of adding information to and modifying individual site information and options.

From the Sites & Categories option, select Sites.
Click Add Site to add a new site to the system.
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Establish site information and settings in each tab. Then, click Save Changes.

Main

Contact Info

Settings

Inventory
Max Number of Open Days - Enter 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 - Use the drop-down menu to select how to handle orders 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 -Click in the cell to use Ready-to-Serve Recipes
Recipe Scaling Rounding Method - Select how you would like to scale recipes.

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.

Measurement	Round (midpoint away from zero)	Round (midpoint to even)	Ceiling (round up)	Floor (round down)
1.0 oz	1 oz	1 oz	1 oz	1 oz
1.5 oz	2 oz	2 oz	2 oz	1 oz
2.2 oz	2 oz	2 oz	3 oz	2 oz
2.7 oz	3 oz	3 oz	3 oz	2 oz
4.5 oz	5 oz	4 oz	5 oz	4 oz
5.1 oz	5 oz	5 oz	6 oz	5 oz
7.0 oz	7 oz	7 oz	7 oz	7 oz
7.6 oz	8 oz	8 oz	8 oz	7 oz

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 to 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.

If you are logged as an administrator, the menu planning minimum and maximum dates are overridden by admin permissions and you will be able to view planning outside the limited site setting.

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 - Use the drop-down menu to select 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.
Incomplete Days to Consider when Automatic Ordering - Considers recipes not planned/not yet produced to prevent over-ordering and spoilage.

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

Vendor
Ordering Plugin - Use the ellipses icon to select an ordering plugin.

Blank - Default; Paper; or User-Defined Export

Send Orders on Approve - If selected, orders will automatically be sent to vendor upon approval. If unchecked, orders will only be marked s approved and placed in the appropriate approval queue.
Minimum Order Amount - To consider the order complete, enter the 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 - To consider the order complete, enter 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

Screen Layouts refer to the "working" tab of the process.

To save or load a screen layout as a site setting, you must first have that screen open in another tab. While it is open, adjust the layout to suit your needs, and then click 'Capture Layout from Open Tab.'

To view the currently stored layout parameter, click 'Apply Layout to Open Tab.'

To reset the stock layout, use the 'Reset Layout' button.

Receiving Screen Layout - Click the ellipsis icon to capture, view, or reset the receiving screen layout.
Issuing Screen Layout - Click the ellipsis icon to capture, view, or reset the Issuing screen layout.
Production Screen Layout - Click the ellipsis icon to capture, view, or reset the production screen layout.
Manufacturing Screen Layout - Click the ellipsis icon to capture, view, or reset the manufacturing screen layout.
Ordering Screen Layout - Click the ellipsis icon to capture, view, or reset the ordering screen layout.

Site Categories

Additional Custom Site Categories may be added and established.

Menu Count Types

Place a checkmark in the appropriate Menu Count Types (if applicable).

Menu Templates

Place a checkmark in the appropriate Menu Templates (if applicable).

Satellite Setup

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

Custom Fields

Place a checkmark in each row where applicable to include the custom field on the report. Enter custom text where applicable to include on the report (if applicable).

Site-Specific Setup Screens

Par-Level Orders and Site Storage Layouts can be customized at each site from the Site Maintenance tab.

Par-Level Orders and Site Storage Layouts can also be found in Administration → Miscellaneous → Site Specifics.

Order Par-Levels

Par-Levels can be established for an item by establishing a minimum and maximum quantity/unit. When the quantity on-hand falls below the minimum quantity (if par-levels are selected during the ordering process), the item will automatically be listed on the order and the quantity will be prefilled to at least the maximum quantity. For more information, refer to Site Specific documentation.

Site Storage Layout

Site Storage Layouts are typically used in warehouses. Establishing layouts assists with filling orders and conducting physical inventory in an efficient manner. For more information, refer to Site Specific documentation.

Site Templates

Site templates allow you to establish particular settings to be applied to certain sites.

From the Sites & Categories option, select Site Templates.
Click the Add button to add a new Site Template. You may also choose to modify a template by selecting an existing template. Then, click Edit.
Select to add a new template from scratch or as a copy of the currently selected template. Then, click Ok.
Establish Site Template options. Then, click Save Changes.

Enter a Site Template Description.
Refer to Settings for additional details.

Site Categories

Site categories allow the user to create different subgroups depending on the type of site (e.g. Schools - Supervisory regions and clusters and types). Site categories are then applied to the site in Sites.

From the Sites & Categories option, select Site Categories.
Establish a new site category by entering a Category Description and Key in the last row with the asterisk *.
Click the plus + sign to expand the new site category and add additional item descriptions. Then, click Save Changes.

Satellite Configurations

Custom satellite configurations allow specific recipes to be added then applied to a Site for preparation. Default satellite configurations are Kitchen Produces Everything and Kitchen Manufactures, Satellite Produces. e.g. A satellite location only prepares salads/salad bar & fruits.

From the Sites & Categories option, select Satellite Configurations.
Click the Add button.
Establish new satellite configurations. Then, click Save Changes.

Enter a description Name.
Select which recipes should be Prepared by Satellite by placing a checkmark in the appropriate box.

Once Satellite Configurations have been established, they can be applied to a Site.

Manufacturing Configurations

Custom manufacturing configurations may be added. The default manufacturing configuration is Manufacture Everything.

From the Sites & Categories option, select Manufacturing Configurations.
Enter a manufacturing description in the row with the asterisk *. If the new configuration will be the default configuration, place a checkmark in the Default column. Then, click Save Changes.

Once Satellite Configurations have been established, they must be applied to a recipe. Then, the configuration can be applied to a Site.

Custom Site Fields

Custom schools fields can be added for use in custom reports/exports. For additional details, please contact Support.

From the Sites & Categories option, select Site Categories.
Establish Custom Site Field details. Then, click Save Changes.

Once Site Fields have been established, they can be applied to a Site.

Named Site Filters

The Named Site Filter allows filters to be created and used throughout the system (order lists, various reports, price contracts, etc.).

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.

From the Sites & Categories option, select Named Site Filters.

A list of default system-defined sites is listed. These sites cannot be edited or removed. Click Add New to add a new Named Site Filter.

Description	Definition
All Sites (including system)	Includes every site sites within the system.
All Non-System Sites	Includes everything except system sites designated with a bracket.
All Internal Sites	Includes sites, warehouses, central kitchens, etc.
All External Sites	Includes vendors, unmanaged warehouses, etc.
System Sites	Includes anything designated with a bracket - [corrections], [consumed].