menu planning & ordering. overview this tutorial will cover the step by step process for: –...
TRANSCRIPT
Menu Planning & Ordering
Overview
• This tutorial will cover the step by step process for:– Menu planning – Ordering by menu plan– Ordering by order group
• By the end of this tutorial, you should be able to:– Enter serving projections– Order by menu plan– View submitted orders– Edit orders
Let’s Begin
Ordering Calendars
Ordering Calendars
Login into WebSMARTT
Use your unique user ID and password to login
Home Page
When logging into WebSMARTT you
arrive on your home page
Menu Planning & Production tab
To begin click the Menu Planning & Production
tab
Menu Planning & Production
View Menu Plans
Click View Menu Plan to search for menus and enter
projections
Select the Menu Plan Date Range
Click on the calendar icons.
Start & End Date
Click on the start date and end date.
Find Menu Plan
Click the Search button.
Available Menus
Menus for the selected date range are displayed.
Status
The Status column indicates the steps that are incomplete or
completed for each menu selected.
Status
Created indicates a menu ready for entering serving
projections
Status
Planning indicates a menu that has serving
projections entered but is still incomplete
Status
Planning Complete indicates a menu that is
ready for ordering
Edit Menus
To enter serving projections click the
Edit button for a menu
Entering Serving Projections
Adding Feeding Projections
Enter your serving projections for a given menu.
Meal Quantity
Enter projections for each item under Meal Qty.
Lunch Fruit and Veg Projections
Make sure that you plan for exactly the number of students you have projected
*You have projected 110 total students
A La Carte Quantity
A La Carte Qty is not used
Save your Work
After entering projections;click the Save Button.
Click Planning Complete
After saving; click the Planning Complete button.
Planning Complete
Notice the change in status. The tab has changed to Generating
Orders
Enter Projections for all Menus
Follow the “Cookie Crumbs” to enter projections for other menus
Click Menu Plan Find to view your menus for the selected date range.
Back to Edit Menus
Notice the change in Status from Created to Planning Complete.
Enter Projections for Other Menus
Click the Edit button toenter projections, save and click planning complete for remaining
menus
Menus Status
Before ordering, the Status must be Planning Complete
Redo Planning
If you need to make adjustments to projections, click the Redo Planning button.
Inactive Feature
Click the Inactive box if a menu will not be used.
For example; not serving breakfast on a 2 hour late opening or no supper service.
Inactive Feature
Check the Inactive box and click the Save button
Let’s move to Ordering
Generating Orders
You have finished planning
Click the Generate Orders button
List Menu Plans
Select the Thru Date
Thru Date
Select your desired Thru Date.
List Menu Plans
Click the List Menu Plans button to view menus eligible for ordering.
Available Menu Plans
Displays a list of available menu plans for the selected date range
Orders can only be placed for menus with status of Planning Complete.
Incomplete Menus
Menus highlighted in pink must be completed before ordering.
Generate Orders
Once all menus have been completed, scroll all the way to the bottom of the
pageclick the Generate Orders button.
Generating Orders
Your orders are being generated.
Do Not Touch Anything
Generating Orders Completed
After your orders are generated,the Generate Orders button is gray and
the Menu Plan Status changes.
Ordering
To begin, click the Ordering Tab
Viewing Saved Orders
Choose View Saved Orders from the drop-down
menu.
Multiple Action
Check all the boxes under Multiple Action.
Submit Orders
Click the Submit Orders button.
Multiple Action
• If the multiple action button fails to submit an order, click edit on the order and then click the submit button. You will need to do this for all orders that need to be submitted.
Viewing Submitted Orders
Editing Orders
Click the Edit button to begin editing your orders
Editing Orders
Edit Order Qty, adjusting for on-hand items.
Editing your Orders
Make sure to “Zero Out”ingredients if you have
enough on-hand.
Saving your Order
After you edit your order;click the Save button.
Supply Orders and Alpenrose Orders
Supply Orders
• Under ordering tab
• Choose Order By Order Group
Ordering By Order Group
Make sure your need date matches your ordering calendar
Choose the correct group
Click Generate
Items for that group will generate
Add quantities next to items needed
Don’t forget to Save and Submit
• Always review order for correct quantities
• Save order
• Hit the Submit Button
Supply Orders
• Repeat the Order by Order Group steps for other categories needed– Spices and Condiments– Disposables– First Aid and Office Supplies– Etc.
• Remember to make sure that you use the same need date as before
Alpenrose Orders
• Under ordering tab
• Choose Order By Order Group
Alpenrose Orders
Choose the correct group
Make sure that your date matches today’s date.
Click Generate
Items for that group will generate
Add quantities received according to yellow invoice
Don’t forget to Save and Submit
• Always review order for correct quantities
• Save order
• Hit the Submit Button
Alpenrose Orders
• Go into your ordering Tab
• Choose Alpenrose order• Click edit• Review order to check quantities• Receive order
Questions?