Central Office

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

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.

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

The bid analysis process allows you to print requests for quotes and enter bid quotes received from vendors. Once quotes have been entered, the system analyzes all bids and awards the bid to the best competitive vendor.

Step 1: From the Utilities tab, locate and click on Bid Analysis.

Step 2: 

Weighted Nutrient Analysis

The weighted nutrient analysis report analyses recipes for a period of 3-7 days. The results shown reflect if a the period meets nutrient standards for the selected period and reflects any deficiencies in nutrition.