Sodexo Export

Download the Plugin

You must first download the Sodexo plugin through the customer portal.

1. Login to the customer portal.
2. Locate and select the Downloads link in the system.
3. Locate and click on the Newton folder.
   
4. Locate and click on the Plugins folder.
   
5. Locate and click on the Sodexo.zip file to download. Take note of the downloaded location.
   

Load the External Plugin

1. Login to Newton.
2. Select the Administration and Maintenance tab.
3. Click on Advanced Setup and choose External Plugins.
4. Click Add.
   
5. Locate and select the Sodexo.zip plugin file from your local or network drive. Then, click Open.
   
6. A notification window will appear. Click OK to install the plugin.
   
7. After processes have run, notice the plugin status is Not loaded. Click Close.
   
8. You must restart Newton for changes to take effect. Click OK and close the program.
   
9. After restarting Newton, access external plugins to ensure the status has changed to loaded.
   

Return to Top

Establish Custom Tables

1. From the Administration and Maintenance tab, select Advanced Setup. Then, choose Custom Tables.
2. Click the Add button.
   
3. Select the Sodexo Customizations table. Then, click Ok.
   

4. Click Submit Request to enter a comment requesting to authorization or Manual Approval to enter a code provided by your Support agent.

   It is vital that you contact Support prior to attempting to add a custom table. Support will direct you which action you should take.

   
   
   

5. Once you have received approval, you will notice the custom table has been Enabled. Click Close.

   If your District no longer wishes to use a custom table, you may disable the table by selecting the correct table and clicking Enable/Disable. You must restart Newton after you have made changes.

   

6. You must restart Newton for changes to take effect. Click OK and close the program.
   

Return to Top

Establish Export Configurations

1. From the Administration and Maintenance tab, select Advanced Setup. Then, choose Exports.
2. Click the Add button.
   
3. Select Sodexo POS Data Feed from the list. Then, click Ok.
   
4. Enter a Description. Then, click Setup. 
   
5. Establish export configurations. Then, click Ok.
   1. Settings
      1. Sodexo Unit Number - The number provided to you that identifies your District.
      2. Vender Code - The vendor code provided to you by Sodexo.

      3. Default Export Path - Click the ellipsis icon and locate the folder on your local or network drive.
         
         

         If a folder does not exist, you may create a folder for your Sodexo exports.

   2. Options - By default, all options are unselected.
      1. Include Student Worker Counts - Place a checkmark in the box if student worker counts are included in the Sodexo export files.
      2. Include Reimbursable Milk Counts - Place a checkmark in the box in your District participates in the reimbursable milk program and counts are included in the Sodexo export files.
   3. Schools and Program Numbers
      1. Include - By default, all schools are included in the export. To exclude a school from the export, click in the box to unselect.
      2. School - Displays the school code and school name. Not editable.
      3. School # - Enter the school # for the school provided to you by Sodexo (if applicable).
      4. Register # - Enter the register # for the school provided to you by Sodexo (if applicable).
      5. Cashier # - Enter the cashier # for the school provided to you by Sodexo (if applicable).
      6. Breakfast # - Enter the associated breakfast code for the school provided to you by Sodexo (if applicable).
      7. Lunch # - Enter the associated lunch code for the school provided to you by Sodexo (if applicable).
      8. Snack # - Enter the associated snack code for the school provided to you by Sodexo (if applicable).
      9. Supper # - Enter the associated supper/dinner code for the school provided to you by Sodexo (if applicable).
      10. Online Payment # - Enter the associated online payment code for the school provided to you by Sodexo (if applicable).
   4. Premium Meals - If your District offers multiple Reimbursable Meals, use the drop-down menu to establish the Premium Meal # and select meal.
      
6. In the Configure Export window, click Apply.
   
7. Click Test.
   
8. Use the calendar tools to establish a From and to Date Range. Then, click Ok.
   
9. You will be notified once the export is complete. Click OK.
   

Return to Top

Establish a Scheduled Export Job

1. From the Administration and Maintenance tab, select Advanced Setup. Then, choose Scheduled Jobs.
2. Click the Add button.
   
3. Enter the Scheduled Job information. Then, select Add Task to place tasks in the Scheduled Job.
   
   1. Description - Enter a description of the new Scheduled Job.
   2. Expected Period - Enter the Expected Period that the work schedule should be performed.
   3. Inactive - Select this option to make the Scheduled Job Inactive. 
   4. Agent Mode Schedule - Use the drop-down menu to establish a frequency and complete details in order for the process(es) to be executed without using the Windows Task Scheduler.
      
4. Select Export Data from the list of tasks. Then, click Ok.
   
5. Select the Sodexo export from the list. Then, click OK.
   
6. In the Edit Scheduled Job window, click Ok.
   
7. You may wish to run the scheduled job now. Select the Sodexo export and click Run Now.
   
8. A notification window will appear. Click Yes to confirm you wish to run the scheduled job.
   

Return to Top

Manually Run the Export

1. From the Utilities tab, select Export Data.
2. Select the Sodexo export and click Run.
   
3. A notification window will appear. Click OK.
   

Return to Top