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?