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.

Step 3: Review each order. 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. Each vendor order will appear after the current order displayed has been printed and the window closed.

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.

Step 1: Select the order from the list. Then, click Mark Selected Order Incomplete.

Step 2: You must confirm you wish to mark the order as incomplete. Click Yes to continue.

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.

Add New Bid Periods and Print Request for Bid Quotes Report

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

Step 2: Click Add New to open the Bid Analysis wizard. If any open bids exist, they will be displayed in the Bid Period Maintenance window.

Step 3: Establish new bid period options.

• Bid Analysis Group - Use the drop-down menu to select the correct bid group (established by Central Office staff in the Administration tab).
• Opening Date - Use the calendar tool to establish an opening date.
• Period Start Date - Use the calendar tool to establish the start date of the new bid.
• Period End Date - Use the calendar tool to establish the end date of the new bid.

Step 4: Select Print. Then, choose Request for Bid Quotes.

Step 5: If you have a custom report, you use the drop-down menu to select the correct report layout. Otherwise, click Ok.

Step 6: Choose to Save, Print, or Export the Request for Bid Quotes report. To close the report, select Close Print Preview.

Add New Quotes

Step 1: Enter new bid quotes from vendors by selecting Add Bid Quote.

Additional Options - To edit an existing bid, select the vendor's bid from the list and double-click or choose Edit Bid Quote. To remove an existing bid, select the vendor's bid from the list and click Delete Quote. There is no "undo" for deleting a quote.

Step 2: Enter Bid Quote details.

• Vendor - Use the magnifier  icon to select the vendor submitting the bid.
• Proposal Date - Use the calendar icon to enter the proposal date.
• Prompt Payment Discount - If the vendor has indicated a discount for prompt payment, enter the percentage in the cell; otherwise, leave blank.
• Proposal Signed - By default this box is checked. If the received proposal has not been signed, uncheck the box by clicking inside.
• Bid Items - Complete bid item details for each proposed item.

• • In the Brand column, click the ellipses icon to open the Pick Item window.

• • • Select the correct brand, case, or product code.
    • If the item is not already marked as an approved item, click the Approve Item button at the bottom of the window.

• • • If you selected to approve the item, you will be asked to confirm if you wish to mark the item as approved for the bid group setup. Select Yes to approve the selected item.
      
      
    • Then, click Ok.

• • Enter the case price provided by the vendor.
  • If the vendor allows broken cases for the item, click in the box until a checkmark appears.
  • By default, items are stated to meet specifications.

• Click Save Changes to save the entered bid.

_{Note the row for Catalog Number 80023 is highlighted red. This can be due to an item not selected from the Pick Item window, the item was not confirmed for approval, or a case price was not entered. This may be normal if a vendor does not bid on all items.}

Repeat the process for each bid received.

You may also want to print bid quotes for review.

Step 3: Select Print. Then, choose Bid Quotes.

Step 4: Choose to print the selected quote or all quotes for the bid period. Then, click Ok.

Step 5: Choose to Save, Print, or Export the report. To close the report, select Close Print Preview.

Analyze Bids

Step 1: Select Print. Then, choose Bid Analysis.

Step 2: Choose to Save, Print, or Export the report. To close the report, select Close Print Preview.

Step 3: Select Analyze Bid to open the Bid Analysis wizard and begin the award process.

Step 4: Click Next to proceed with the award process.

Step 5: Select which considerations to make during the analysis process. Then, click Next.

• Consider Prompt-Payment discounts
• Consider Manufacturer's Rebates
• Consider Other Rebates

Step 6: Review the bid analysis results. Note the way results are reflected differs between Line-Item bids and All or Nothing bids. Then, click Next to continue.

_{Diamond Distributors or JTM Corporation either not bid on Catalog Number 80023 or the bid was not entered and, therefore, disqualifies them from consideration of the award as the bid is All or Nothing. The bid will be awarded to SYSCO.}

_{Catalog Number 40022 will be awarded to Mayfield. All additional items will be awarded to Fresh Point. Mayfield did not bid on Catalog Number 40010 or the amount was not entered; therefore, the vendor is excluded from consideration for that item..}

Step 7: Click Finish to complete the bid process and award the price contracts.

Step 8: Select Print. Then, select Bid Analysis to print a copy of the final report.  You may provide wish to provide a copy to the vendor as well as your personal records.

Step 9: Choose to Save, Print, or Export the report. To close the report, select Close Print Preview.

Weighted Nutrient Analysis

The weighted nutrient analysis report analyses recipes for a period of 3-7 days. The results shown reflect if a period meets nutrient standards for the selected period and reflects any deficiencies in nutrition. You can manually enter counts, use planned counts, use served counts, or select a menu template.

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

Step 2: Enter source information for the Nutrient Analysis report. Then, click Ok.

• Date Range - Use the calendar tool to enter a start and end date. Dates must range from 3 to 7 days.
• Meal Type - Select one or more meal types to include in the analysis.
• Source - Select the correct source type.

• • Manual entry - Manually enter meal counts.
  • Menu Planning Counts - Click the magnifier  icon to select a site. Then, select to use planned or served counts for the established date range.
  • Menu Template - Click the magnifier  icon to select a menu template (e.g. elementary, middle, high school, snack, etc.). Then, select to manually enter counts or use the sum of planned counts for all sites.

Step 3: Establish report options.

• Use the drop-down menu for Menu Count Type to select the correct menu count type category (Pre-K, K-5, 6-8, 9-12, etc.).
• For manual entry, you may enter counts one of two ways:

• • Enter total counts for the day.
  • Expand the day by clicking the + sign and enter counts for each menu item.

• Additional Options - You may also select Add Menu, Remove Menu, Add Serving Day, or Remove Serving Day and follow the search and selection options.

Step 4: Click Print and select a report to print.

Choose to Save, Print, or Export the report. To close the report, select Close Print Preview.

Weighted Nutrient Analysis

Reports the total nutrient analysis for the established time period.

Detailed Worksheet by Nutrient

Breaks down detailed nutrient information for each day.