It is important to remember that a meal must be planned before it can be Produced.
Meals can be planned by clicking the Menu Planning button on the quick launch.
Produced & Planned Fonts and Colors
- BOLD text - Fully produced (every recipe under the meal is produced)
- Italics text - Partially produced (at least one recipe, but not all, have been produced)
- Normal text – None have been produced
- Green background – the meal has been planned
- Yellow background – the currently selected day
View the Calendar by the Day, Week or Month
Click the View menu selection at the top of the screen and click the desired view.
Enter Meal Planning Counts
Step 1 - Select theServing Type (Breakfast, Lunch, Or Snack).
Step 2 - Double click on a Serving Day and the Meal Planning form will appear where the Planned Counts can be entered.
The Swap buttons at the bottom of the screen are very confusing. It is much easier to add and remove recipes and menus, which will be explained below.
Step 3 - Make sure that theServing Dateand Serving Type (meal) are correct.
Step 4 - Click on the Menu to plan and the row will be highlighted in yellow.
Step 5 - In the Menu section at the top, enter the number of Meals you plan to serve for each Menu and each Serving Group.
Under Utilities >Warehouse Settings, if you have the box checked to Automatically Apply Menu Counts To The Recipe Counts When Planning all of the recipe counts are prefilled in the Recipe section at the bottom with the quantity entered in the Menu section at the top. If you have this setting unchecked, the recipe counts in the bottom section are not prefilled. This is a personal setting for each user.
Step 6 - You must click Ok to save the planned counts.
If you click the Cancel button or the X in the upper right corner, your changes will not be saved!
If the Recipe section at the bottom of the screen is empty, it means you have selected the (Add Menu) row in the top Menu section at the top. Simply select a Menu and the bottom will be populated with the recipes on the selected menu.
Step 7 - Once you click the Ok button after entering the planned counts, the Calendar view will be displayed. Notice the days that have planned counts will have a green background (e.g. 07/13/2011 and 07/14/2011). The currently selected day will have a yellow background (e.g. 07/28/2011). You must click Ok again on this screen to save the planned counts.
If you click the Cancel button or the X in the upper right corner, you will receive the following warning message:
Add a Menu to a Day
Step 1 - To add a menu, click on the blank row in the Menu section at the top and type over (Add Menu) with the Name of the new menu you wish to add.
For example, if you want to add the French Bread Pizza, you should only type the word Pizza and press the Enter key. Typing only a single word or a few characters will display a list of all the menus matching the characters typed and will allow you to choose which pizza menu you wish to add.
Fewer characters are often better than trying to get the spelling of the menu exactly the way it was put into the system.
Step 2 - Select the Menu that you wish to add and click the Ok button. The menu selected will be added to your list.
If the Recipe section at the bottom of the screen is empty, you have selected the (Add Menu) row in the top Menu section. Simply select a Menu and the bottom will be populated with the recipes on the selected menu.
Step 3 - Click Ok to save the changes.
Add a Recipe to a Day
Step 1 - Select the Menu in the top Menu Section. Scroll to the bottom of the Recipe section and click on the blank row in the Recipe section at the bottom and type over <New Recipe> with the Name of the new recipe you wish to add.
For example, if you want to add the "Fruit Cocktail", you should only type the word "Fruit" and press the Enter key. Typing only a single word or a few characters will display a list of all recipes matching the characters typed and will allow you to choose which fruit recipe you wish to add.
Fewer characters are often better than trying to get the spelling of the recipe exactly the way it was put into the system.
Step 2 - Select the Recipe that you wish to add and click the Ok button. The recipe selected will be added to the list.
If the Recipe section at the bottom of the screen is empty, you have selected the (Add Menu) row in the top Menu section. Simply select a Menu and the bottom will be populated with the recipes on the selected menu.
Step 3 - Click Ok to save the changes.
Remove a Menu from a Day
Step 1 - Right click on the menu that you wish to remove. The Remove button is displayed containing the Menu that will be removed.
Step 2 - Left click"Remove Menu Name" box.
- If the Planned Counts for this menu are all zeros, the menu will be removed from the list immediately.
- If the Planned Counts were previously entered and saved for this menu, a red line will be drawn through the menu.
Step 3 - You may Undelete a menu that has the red line drawn through it by Right clicking again and selecting the Un-Delete button.
Step 4 - Click the Ok button to save your changes.
Step 5 - The Calendar Menu screen will be displayed. Click Ok again to permanently save your changes.
Once the changes have been saved on the Calendar Menu, you cannot Un-Delete menus. You must add a new menu as described in the Add a Menu to a Day section in this manual.
Remove a Recipe from a Day
Step 1 - Right click on the Recipe that you wish to Remove and a box will be displayed right below the recipe that was selected.
Step 2 - Left click on the box Remove Recipe Name.
- If there the Planned Counts for this recipe are all zeros, the recipe will be removed immediately.
- If the Planned Counts were previously entered and saved for this recipe, a red line will be drawn through the recipe.
Step 3 - You may Undelete a recipe that has the red line drawn through it by Right clicking again and selecting the Un-Delete recipe button.
Step 4 - Click the Ok button to save your changes.
Step 5 - The Calendar Menu screen will be displayed. Click Ok again to permanently save your changes.
Once the changes have been saved on the Calendar Menu screen, you cannot un-delete recipes. You must add a new recipe as described in the Add a Recipe to a Day section in this manual.
Clone Menu Planned Counts
When a menu has planning counts, you can Clone (Copy) the planned counts to all future serve dates that contain the same menu.
Step 1 - Select the Menu from the calendar.
Step 2 - Click Clone Menu Planning Counts button.
Step 3 - Select the Date Range (from and to) to clone the counts forward in the menu.
Step 4 - If the new meal counts should overwrite previously planned meals, click the Overwrite Manual Planning box.
Step 5 - Click Ok to copy the counts of this menu to subsequent days where this exact menu is listed on the calendar.
Export Calendar Menu to Microsoft Word
This report may be printed before Meal Planning has been completed and exported to Microsoft Word where pictures and graphics can be added.
Step 1 - Select Reports > Production > Meal Planning List and the following form will be displayed:
Step 2 - Click Ok. Once the report is displayed on the screen, click the Envelope Icon 
at the top left of the screen.
Step 3 - The following form will be displayed:
- Select Word for Windows document for the Format.
- Select Disk File for the Destination.
Step 4 - Click the Ok button and the following form will be displayed:
- Choose the Folder where you wish to save the file.
- Type the name that you wish to give the file in the File Name box.
- Click the Save button to save the file.
The above screen example may be different depending on your version of Windows. For more information or assistance with saving files and using Microsoft Word, please contact the Central Office.