Shipping. User Guide

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1 Shipping User Guide

2 The information in this document is subject to change without notice and does not represent a commitment on the part of Horizon. The software described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of agreement. It is against the law to copy the software on any medium except as specifically allowed in the license agreement. The purchaser may make one copy of the software for backup purposes. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, without the express written consent and permission of, LLC, Duluth, GA Contact Technical Support: (800) Contact Technical Communications: documentation@horizonsoftware.com 2016 All Rights Reserved., LLC 2915 Premiere Parkway Suite 300 Duluth, GA

3 TABLE OF CONTENTS KidServe Shipping User Guide SHIPPING INTRODUCTION Shipping Module Overview (170000) Effectively Use Horizon Warehouse Features Shipping Workflow Warehouse Workflow PROJECTED SHIPPING Projected Shipping Overview (170100) Projected Shipping for Sites Overview (170101) Create Projected Shipping for Sites Projected Shipping for Sites Screen Definitions (170101) Edit Projected Shipping Overview (170102) Edit Projected Shipping/Resolve Shipping Exceptions Edit Projected Shipping Query Screen Definitions (170102) Edit Projected Shipping Details Screen Definitions (170103) MANAGE PICK TICKETS Manage Pick Tickets Overview (170200) Create Pick Tickets Overview (170201) Create and Print Pick Tickets Create Pick Tickets Screen Definitions (170201) Edit Pick Tickets Overview (170202) Edit a Pick Ticket Edit Pick Tickets Query Screen Definitions (170202) Edit Pick Tickets Details Screen Definitions (170203) Update All Pick Tickets Overview (170204) Create Delivery Tickets/Update All Pick Tickets Update All Pick Tickets Screen Definitions (170204) MANAGE DELIVERY TICKETS Manage Delivery Tickets Overview (170500) Edit Delivery Tickets Overview (170501) Complete a Delivery Ticket Edit a Delivery Ticket Edit Delivery Tickets Query Screen Definitions ( ) Edit Delivery Tickets Details Screen Definitions (170502) Update All Delivery Ticket (170503) Complete All the Delivery Tickets in a PO MANAGE HOT SHOT ORDER Manage Hot Shot Orders Overview (170300) Edit Hot Shot Orders Overview (170301) Create a Hot Shot Order for a Site Edit a Hot Shot Order for a Site Edit Hot Shot Orders Query Screen Definitions (170301) Edit Hot Shot Orders Details Screen Definitions (170302) Process Hot Shot Orders Overview (170303) Process Hot Shot Orders i

4 Process Hot Shot Orders Screen Definitions (170303) FILE SETUP Overview Enter/Edit/Assign Delivery Routes Overview (170401) Create a Delivery Routes Enter/Edit/Assign Delivery Routes Query Screen Definitions (170401) Enter/Edit/Assign Delivery Routes Details Screen Definitions (170402) Enter/Edit/Assign Delivery Route Groups (170403) Create a Delivery Route Group Activate a Delivery Route Group Enter/Edit/Assign Delivery Route Groups Query Screen Definitions Enter/Edit/Assign Delivery Route Groups Details Screen Definitions WAREHOUSE REPORTS Delivery Ticket Overview (800212) Print Delivery Ticket Report Criteria for Delivery Ticket Screen Definitions (800212) Delivery Ticket Report Definitions Errors Report Overview (800239) Report Criteria for Errors Screen Definitions Errors Report Definitions Exceptions Report Overview (800240) Report Criteria for Exceptions Screen Definitions Exceptions Report Definitions Incomplete Report Overview (800241) Report Criteria for Incomplete Screen Definitions Incomplete Report Definitions Open Backorders Report Overview (800238) Report Criteria for Open Backorders Screen Definitions Open Backorders Report Definitions Pick Ticket Overview (800209) Report Criteria for Pick Ticket Screen Definitions Pick Ticket Report Definitions Projected Routes Report Overview (800243) Report Criteria for Projected Routes Screen Definitions Projected Routes Report Definitions Refused Shipments Report Overview (800242) Report Criteria for Refused Shipments Screen Definitions Refused Shipments Report Definitions Routes Report Overview (800232) Report Criteria for Routes Screen Definitions Routes Report Definitions Shipping Report Overview (800214) Report Criteria for Shipping Screen Definitions Shipping Report Definitions Shopping List Errors Report Overview (800251) Report Criteria for Shopping List Errors Screen Definitions Shopping List Errors Report Definitions GLOSSARY ii

5 SHIPPING INTRODUCTION Chapter 1 Shipping Module Overview (170000) This module helps you stream line the shipping operation at your central warehouse/central distribution center. The shipping module: processes and calculate the projected shipping quantities. reviews shortages that are identified automatically by the system after orders have been consolidated and before orders are pulled. automatically deletes inventory as it is shipped. prints pick tickets in route order, inventory group order, location order by site or in summary format. schedules orders to be shipped on designated days by type such as frozen/cooler/dry storage items if desired. prints delivery tickets for site managers to sign. Delivery tickets include all pertinent information and are auto-reconciled by the system with site receiving reports after delivery. processes add-on orders in less than a minute. It s a quick way to handle emergency orders. generates useful reports: Shipping Reports, Shipping Exceptions, Incomplete Orders, Backorders, Refused Shipments, Shipping Errors, and Shipping Summary. Shipping Workflow page 1-3 Warehouse Workflow page 1-4 Manage Hot Shot Orders Overview (170300) page 5-1 Enter/Edit/Assign Delivery Routes Overview (170401) page 6-1 Warehouse Reports page 7-1 Effectively Use Horizon Warehouse Features page 1-2 Shipping Introduction Shipping Module Overview (170000) 1-1

6 Effectively Use Horizon Warehouse Features To effectively use the Horizon Warehouse features, keep the following setups up to date: location areas and storage locations of stock items If the location areas and storage locations are not accurate, you will not be able to use the pull ticket to locate the inventory items. As a result, it will take much longer to find the items. You can set up and maintain the location areas and storage locations in Inventory Management > File Setup. In Central Warehouse, you can assign locations to stock items in Inventory Items > Site Inventory. routes If a new school is added, update the routes. Refer to Enter/Edit/Assign Delivery Routes Overview (170401) on page 6-1 for route maintenance information. Shipping Module Overview (170000) page 1-1 Shipping Workflow page 1-3 Warehouse Workflow page 1-4 Enter/Edit/Assign Delivery Routes Overview (170401) page 6-1 Routes Report Overview (800232) page Shipping Introduction Effectively Use Horizon Warehouse Features

7 Shipping Workflow Usually, you will use the shipping module as demonstrated in the flow chart below. Create Projected Shipping for Sites page 2-2 Edit Projected Shipping/ Resolve Shipping Exceptions page 2-4 Create and Print Pick Tickets page 3-2 Take the needed stock items and load the trucks Need to edit the pick tickets? Yes Edit a Pick Ticket page 3-3 No Create Delivery Tickets/ Update All Pick Tickets page 3-5 Print Delivery Ticket page 7-1 Need to edit the delivery tickets? No Yes Edit a Delivery Ticket page 4-2 Complete All the Delivery Tickets in a PO page 4-4 Shipping is completed. Shipping Introduction Shipping Workflow 1-3

8 Warehouse Workflow page 1-4 Shipping Module Overview (170000) page 1-1 Projected Shipping Overview (170100) page 2-1 Warehouse Workflow The diagram below shows where the warehouse stands in the workflow among the central office, sites, and vendors. Warehouse Shipping Process (Solid Circle) Warehouse Ordering and Receiving Process (Dotted Circle) Sites enter shopping lists. Central Office CO consolidates warehouse orders and sends POs to the vendors. Warehouse enters shopping lists. CO consolidates site orders and send them to warehouse. Sites Vendors Warehouse ships ordered goods to sites. Warehouse receives goods from vendors. Warehouse Shipping Workflow page 1-3 Shipping Module Overview (170000) page 1-1 Effectively Use Horizon Warehouse Features page Shipping Introduction Warehouse Workflow

9 PROJECTED SHIPPING Chapter 2 Projected Shipping Overview (170100) Creating a projected shipping record determines whether or not there is enough inventory in your warehouse facility to ship a purchase order. The process allocates the inventory on hand to the sites that have placed the orders. Always create projected shipping for the sites prior to printing the pick tickets. If the on-hand quantities cannot fulfil the needed amounts (exceptions), remove, substitute, and/or add items with the editing projected shipping process. Refer to the following topics for information on this feature. RELATED TOPICS Projected Shipping for Sites Overview (170101) page 2-2 Create Projected Shipping for Sites page 2-2 Projected Shipping for Sites Screen Definitions (170101) page 2-3 Edit Projected Shipping Overview (170102) page 2-4 Edit Projected Shipping/Resolve Shipping Exceptions page 2-4 Edit Projected Shipping Query Screen Definitions (170102) page 2-4 Edit Projected Shipping Details Screen Definitions (170103) page 2-5 Shipping Workflow page 1-3 Shipping Module Overview (170000) page 1-1 Exceptions Report Overview (800240) page 7-5 Open Backorders Report Overview (800238) page 7-8 Shipping Report Overview (800214) page 7-17 Projected Shipping Projected Shipping Overview (170100) 2-1

10 Projected Shipping for Sites Overview (170101) This process determines whether or not there is enough inventory in your warehouse facility to ship a purchase order. Select any reports that you want to print during the creation. If the items need to be redistributed among sites or substituted, you can edit the allocation of the items in the purchase order. NOTE If you do not see the purchase order needed, contact the central office to consolidate the shopping lists. Create Projected Shipping for Sites 1. Go to Back of the House > Shipping > Projected Shipping > Projected Shipping for Sites (170101). 2. Select the Purchase Order Number. If you do not see the purchase order, ask the central office to consolidate site orders in the system. 3. Select any other applicable options. 4. Proceed based on the information below. IF CREATING PROJECTED SHIPPING FOR... a new purchase order a purchase order which projected shipping was previously created THEN a. Click Create Projected Shipping. A message displays. b. Click OK. a. Click Re-Create Projected Shipping. A confirmation message displays. b. Click Yes. A message displays. c. Click OK. Projected Shipping for Sites Screen Definitions (170101) page 2-3 Edit Projected Shipping/Resolve Shipping Exceptions page 2-4 Edit Projected Shipping Details Screen Definitions (170103) page Projected Shipping Projected Shipping for Sites Overview (170101)

11 Projected Shipping for Sites Screen Definitions (170101) Review the following screen components to become familiar with the related tasks. Projected Shipping for Sites Screen Definitions Purchase Order Number Project all items to ship in full Print reports without recalculating Print Routes Summary by route Print Routes Summary for all routes Create Projected Shipping Re-Create Projected Shipping Print Reports Cancel Select the purchase order to create the projected shipping for. Select to ship all quantities on the purchase order in requested quantities when the projected shipping is created. We recommend you not to use this option and review the projected shipping record in Edit Projected Shipping (170102) and resolve any exception quantities accordingly. If your operation always requires to ship the orders in requested quantities regardless of whether an exception exists, use this option. Select to print reports without recalculating the exceptions since the last time you created the projected shipping for the purchase order. If you want to recalculate your exceptions, clear the option. NOTE: The option can only be used if you have already created projected shipping for the purchase order. Select to view the Projected Shipping - Route Details report when the projected shipping is created. Select to view the Projected Shipping - Route Summary report when the projected shipping is created. Click to create projected shipping information for the selected purchase order. Click to create a new projected shipping record for a purchase order which projected shipping record was previously created. NOTE: The button only displays when a purchase order with previously created projected shipping is selected. Click to print the selected reports for the purchase order. NOTE: The button only displays when a purchase order with previously created projected shipping is selected. Click to cancel the process. Create Projected Shipping for Sites page 2-2 Edit Projected Shipping Overview (170102) page 2-4 Projected Shipping Projected Shipping for Sites Overview (170101) 2-3

12 Edit Projected Shipping Overview (170102) If necessary, edit projected shipping orders. This process is primarily used to substitute or edit orders that can not be completely filled due to insufficient stock. You can make substitutions and/or redistribute or delete quantities. If exceptions do not exist, you may skip this process and proceed to Create and Print Pick Tickets on page 3-2. NOTE Once you have created pick tickets for a purchase order, you can no longer edit the projected shipping. Edit Projected Shipping/Resolve Shipping Exceptions 1. Go to Back of the House > Shipping > Projected Shipping > Edit Projected Shipping (170102). 2. Search for and double-click the purchase order you just created. 3. If any item has an Exception Qty, proceed based on the following situation that fits you. If not, continue to the next step. IF... THEN you have another inventory with an on-hand amount, you don t have another item to replace it with, you know you will be getting the necessary quantity before the shipping date, Substitute the item with it. Delete it. The item will no longer be on the pick or delivery ticket. Click Ship in Full. This will cause the on-hand quantity of the item to be negative. 4. Click Save. Edit Projected Shipping Query Screen Definitions (170102) page 2-4 Edit Projected Shipping Details Screen Definitions (170103) page 2-5 Edit Site Item Screen Definitions page 2-6 Add Line Item to All Sites of Consolidated Projected Shipping Screen Definitions page 2-7 Substitute Item Screen page 2-7 Create and Print Pick Tickets on page 3-2 Edit Projected Shipping Query Screen Definitions (170102) Review the following screen components to become familiar with the related tasks. Edit Projected Shipping Query Screen Definitions Edit by Purchase Order # Site Choose to edit the open purchase order by Purchase Order or Site. Select the purchase order you want to edit. The drop-down list is active when you choose to Edit by Purchase Order. Select the site with the order that you want to edit. The drop-down list is active when you choose to Edit by Site. 2-4 Projected Shipping Edit Projected Shipping Overview (170102)

13 Edit Projected Shipping Query Screen Definitions Search Reset Click to display the search results. Click to clear the specified search criteria. Edit Projected Shipping Details Screen Definitions (170103) page 2-5 Edit Projected Shipping/Resolve Shipping Exceptions page 2-4 Edit Projected Shipping Details Screen Definitions (170103) Review the following screen components to become familiar with the related tasks. Edit Projected Shipping Details Screen Definitions PO Number Status Line Items PO Date Expected Ship Date Order Total Shipping Comments Open Order Ship Qty Exception Qty Displays the purchase order number. Displays the status of the purchase order. The status of a purchase order can be: Open: The order is not processed yet. Closed: The order is processed and all the delivery tickets of the order are closed. Displays the total number of line items on the purchase order. Displays the date the purchase order was created. Displays the expected shipping date. Displays the total value of the shipments on the purchase order. Enter any comments or notes. Displays the number of items needed in the purchase order. Displays the number of cases that is available for shipping. If an amount on order is not available for shipping, the missing quantity displays in the Exception Qty field. Displays the number of items that is needed to meet the needed quantity. ExceptionQuantity = OpenOrder ShipQuantity Resolve any exceptions in the purchase order. Refer to Edit Projected Shipping/Resolve Shipping Exceptions on page 2-4. Edited Back Ordered Stock Number Stock Description Units Per Pack Edit Indicates whether the item has been edited. Indicates whether the item has been back-ordered. Displays the item stock number. Displays the stock description. Displays the unit per pack for the item. Click to edit the selected line item. Refer to Edit Site Item Screen Definitions on page 2-6. Projected Shipping Edit Projected Shipping Overview (170102) 2-5

14 Edit Projected Shipping Details Screen Definitions Add All Delete Ship In Full Substitute Back Order ReCalc Click to add an item to ship to all sites. Refer to Add Line Item to All Sites of Consolidated Projected Shipping Screen Definitions on page 2-7. Click to delete the selected line item from the order. Click to ship the purchase order in full, meaning to ship the items in the needed quantity regardless of any exceptions. Only use this option when you know that you will receive the missing quantities before the expected shipping date. NOTE: Using this option will cause the on-hand quantity of the item to be negative. Click to substitute the selected item. Refer to Substitute Item Screen on page 2-7. Click to place the selected item on back order when there is insufficient amount to be shipped at this time. Be cautious when using this option. Click to re-calculate the Ship Qty and the Exception Qty on the purchase order after the inventory on-hand quantities are changed (for example, receiving orders). Edit Site Item Screen Definitions page 2-6 Add Line Item to All Sites of Consolidated Projected Shipping Screen Definitions page 2-7 Substitute Item Screen page 2-7 Edit Projected Shipping/Resolve Shipping Exceptions page 2-4 Edit Site Item Screen Definitions If you need to edit an item on the purchase order, select the item and click Edit Item. Review the following screen components to become familiar with the related tasks. Edit Projected Shipping Screen - Edit Site Screen Stock # Stock Description On Hand Displays the item stock number. Displays the description of the item. Displays the item on-hand quantity. Free For warehouse, it is the number of broken units on-hand. For central production facility, it is the the number of broken units on-hand minus the broken units reserved for production. Available For warehouse, Available = Broken On-hand - Broken Reserved for Shipping For central production facility, Available = Broken On-hand - Broken Reserved for Shipping - Broken Reserved for Production Order Date Displays the date the shopping lists were created. 2-6 Projected Shipping Edit Projected Shipping Overview (170102)

15 Edit Projected Shipping Screen - Edit Site Screen Comment Open Order Qty to Ship Units Per Pack Exception Qty Site ID Site Description Close Cancel Enter any comments or notes regarding the edits. Displays the number of items needed on the purchase order for the site. Displays the quantities available for shipping. Modify it if needed. Displays the units per pack for the item. Edit it as needed. The edit here does not affect the Units Per Pack information for the item in Inventory. Displays the quantity of the item that ordered the item. Displays the ID of the site that ordered the item. Displays the description of the site the item will be shipped to. Click to save the edits. Click to cancel the edits and exit the screen. Add Line Item to All Sites of Consolidated Projected Shipping Screen Definitions If you need to add an item to the purchase order for ALL sites, click Add All on the Edit Projected Shipping details screen. Review the following screen components to become familiar with the related tasks. Edit Projected Shipping Details Screen - Add Line Item to All Sites of Consolidated Projected Shipping Screen Definitions Stock Number Quantity Available Units Per Pack Quantity for each Site Item Comment Save and Add Another Item Add Item and Return to Projected Shipping Cancel Select the stock item you want to add to the purchase order. Displays the quantity of the item that is available to ship. Select the applicable units per pack. Enter the number of the items that will be shipped to each site. Enter a note. NOTE: You have to enter a comment to activate the Save and Add Another Item and Add Item and Return to Projected Shipping buttons. Click to save the added item and continue to add another item to the purchase order. Click to save the added item and return to the Edit Projected Shipping details screen. Click to exit the screen without adding an item. Substitute Item Screen If you need to substitute an item on the purchase order, select the item and click Substitute. Review the following screen components to become familiar with the related tasks. Edit Projected Shipping Details Screen - Substitute Item Screen Definitions Current Stock Number Quantity Ordered Displays the stock number and description of the selected item. Displays the order quantity. Projected Shipping Edit Projected Shipping Overview (170102) 2-7

16 Edit Projected Shipping Details Screen - Substitute Item Screen Definitions Units Per Pack Substitute Stock Number Available Quantity Quantity to Substitute Units Per Pack Total Broken Units Item Message OK Cancel Displays the units per pack information used on the order. Select the stock item you want to substitute with. Displays the quantity that is available at the warehouse. Enter the quantity needed for the substitution. Select the applicable units per pack. Displays the total number of broken units needed for the substitution. Enter a note. Click to complete the substitution and exit the screen. Click to exit the screen without substituting the item. 2-8 Projected Shipping Edit Projected Shipping Overview (170102)

17 MANAGE PICK TICKETS Chapter 3 Manage Pick Tickets Overview (170200) When you are ready to take out the stock items for the purchase order and load the trucks, create and print pick tickets. Use the pick tickets to take out the needed items. Then, create delivery tickets/update all pick tickets. Ordinarily, you only need to update the pick tickets and do not need to edit pick tickets. However, if your inventory was incorrect and the pick ticket could not be filled exactly as printed, then it becomes necessary to edit the pick ticket. This will allow the delivery ticket to properly reflect the quantities that were actually pulled for shipping. If this is the case, you should edit the pick ticket prior to updating. It also allows you the opportunity to adjust the warehouse inventory once the pick ticket has been edited. You can update the shipping records and print delivery tickets once the pick tickets accurately reflect what is being shipped. Refer to the following topics for information on this feature. RELATED TOPICS Create Pick Tickets Overview (170201) page 3-2 Create and Print Pick Tickets page 3-2 Create Pick Tickets Screen Definitions (170201) page 3-2 Edit Pick Tickets Overview (170202) page 3-3 Edit a Pick Ticket page 3-3 Edit Pick Tickets Query Screen Definitions (170202) page 3-3 Edit Pick Tickets Details Screen Definitions (170203) page 3-4 Update All Pick Tickets Overview (170204) page 3-5 Create Delivery Tickets/Update All Pick Tickets page 3-5 Update All Pick Tickets Screen Definitions (170204) page 3-5 Shipping Workflow page 1-3 Shipping Module Overview (170000) page 1-1 Pick Ticket Overview (800209) page 7-10 Delivery Ticket Overview (800212) page 7-1 Projected Routes Report Overview (800243) page 7-12 Manage Pick Tickets Manage Pick Tickets Overview (170200) 3-1

18 Create Pick Tickets Overview (170201) Use this process to create pick tickets for a purchase order that you have created. Use the pick ticket to gather the inventory items that the sites ordered and load the trucks. NOTE If you do not see the needed purchase order, create projected shipping first. Once you created Pick Tickets, you can no longer edit the projected shipping record. Create and Print Pick Tickets 1. Go to Back of the House > Shipping > Manage Pick Tickets > Create Pick Tickets (170201). 2. Select the Purchase Order. 3. Select Print Created Pick Tickets. 4. Click Create Pick Tickets. A confirmation message displays. 5. Click Yes. The pick tickets display on the screen. 6. Print the Pick Tickets to find the stock items and load the trucks based on routes. 7. Exit the report. A message displays. 8. Click OK. Create Delivery Tickets/Update All Pick Tickets page 3-5 Edit a Pick Ticket page 3-3 Create Pick Tickets Screen Definitions (170201) page 3-2 Pick Ticket Overview (800209) page 7-10 Create Pick Tickets Screen Definitions (170201) Review the following screen components to become familiar with the related tasks. Create Pick Tickets Screen Definitions Purchase Order Expected Ship Date Print Created Pick Tickets Create Pick Tickets Select the purchase order to create pick tickets. Displays the expected shipping date of the selected purchase order. Select to Click to create the pick tickets for the selected order. Create and Print Pick Tickets page 3-2 Edit Pick Tickets Overview (170202) page 3-3 Update All Pick Tickets Overview (170204) page 3-5 Pick Ticket Overview (800209) page Manage Pick Tickets Create Pick Tickets Overview (170201)

19 Edit Pick Tickets Overview (170202) Ordinarily, you only need to update the pick tickets and do not need to edit pick tickets. However, if your inventory was incorrect and the pick ticket could not be filled exactly as printed, then it becomes necessary to edit the pick ticket. This will allow the delivery ticket to properly reflect the quantities that were actually pulled for shipping. If this is the case, you should edit the pick ticket prior to updating. It also allows you the opportunity to adjust the warehouse inventory once the pick ticket has been edited. You can update the shipping records and print delivery tickets once the pick tickets accurately reflect what is being shipped. Edit a Pick Ticket 1. Go to Back of the House > Shipping > Manage Pick Tickets > Edit Pick Tickets (170202). The query screen displays. 2. Search and open the pick ticket needed. 3. Edit the pick tickets. 4. Click Save. Create Delivery Tickets/Update All Pick Tickets page 3-5 Edit Pick Tickets Query Screen Definitions (170202) page 3-3 Edit Pick Tickets Details Screen Definitions (170203) page 3-4 Create Pick Tickets Overview (170201) page 3-2 Pick Ticket Overview (800209) page 7-10 Edit Pick Tickets Query Screen Definitions (170202) Review the following screen components to become familiar with the related tasks. Edit Pick Tickets Query Screen Definitions Pick Ticket # PO Number Site Search Reset Select the pick ticket number as a search criteria. Select the purchase order number as a criteria. Select the site as a search criteria. Click to display the search result. Click to clear the specified search criteria. Edit Pick Tickets Details Screen Definitions (170203) page 3-4 Edit a Pick Ticket page 3-3 Create Delivery Tickets/Update All Pick Tickets page 3-5 Create and Print Pick Tickets page 3-2 Manage Pick Tickets Edit Pick Tickets Overview (170202) 3-3

20 Edit Pick Tickets Details Screen Definitions (170203) Review the following screen components to become familiar with the related tasks. Edit Pick Tickets Details Screen Definitions Pick Ticket # Status Site Description Ship Date P.O. # Line Items Location Area Picked By Checked By Operator Create Delivery Ticket Shipping Comment Displays the pick ticket number. Displays the status of the pick ticket. The status of a pick ticket can be: Full: None of the items on the pick ticket is back-ordered. Partial: One or more items on a pick ticket are back-ordered, so the pick ticket is split. The system will generate additional partial pick tickets at a later date for the back-ordered items. Displays the site description. Displays the date the order was shipped. Displays the purchase order numbers. Displays the total number of line items on the purchase order. Displays where the items are located. Select the person who took out all the items on the purchase order. Select the person who made sure all the items to be shipped are correct and have correct amount. Displays the user who was logged in to edit the pick ticket. Select to create delivery tickets when the pick ticket record is saved. Once a delivery ticket is created for the pick ticket, the pick ticket is no longer editable. Enter a comment. Items Table: Scheduled Shipped Short Storage Area Stock Number Stock Description Pack Qty Shipped Broken Qty Shipped Units per Case Broken Cost Location Displays the quantity that is scheduled to ship. Displays the quantity that is shipped. Edit as needed. Displays the number of items that is short to meet the Scheduled quantity. Displays where the item is stored. Displays the item stock number. Displays the description of the item. Displays the number of cases taken out. Modify it if the number of cases taken out is different from what is displaying. Displays the number of broken units shipped. Displays the units per case information for the shipped item. Displays the cost per broken unit. Displays the location where the item is stored. 3-4 Manage Pick Tickets Edit Pick Tickets Overview (170202)

21 Edit Pick Tickets Details Screen Definitions Add Line Item Click to add another line to the pick ticket. NOTE: You can only add an item for items that are not picked in full. Edit a Pick Ticket page 3-3 Update All Pick Tickets Overview (170204) page 3-5 Manage Pick Tickets Overview (170200) page 3-1 Update All Pick Tickets Overview (170204) Use this process to create delivery tickets for the purchase order. Create Delivery Tickets/Update All Pick Tickets 1. Go to Back of the House > Shipping > Manage Pick Tickets > Update All Pick Tickets (170204). 2. Select the Purchase Order. 3. Click Update Pick Tickets. A message displays. 4. Click OK. Update All Pick Tickets Screen Definitions (170204) page 3-5 Manage Pick Tickets Overview (170200) page 3-1 Pick Ticket Overview (800209) page 7-10 Delivery Ticket Overview (800212) page 7-1 Update All Pick Tickets Screen Definitions (170204) Review the following screen components to become familiar with the related tasks. Update All Pick Tickets Screen Definitions Purchase Order Number Update Pick Tickets Close Select the purchase order that you want to create delivery tickets for. Click to create delivery tickets. Click to exit the screen without creating the delivery tickets. Create and Print Pick Tickets page 3-2 Pick Ticket Overview (800209) page 7-10 Delivery Ticket Overview (800212) page 7-1 Manage Pick Tickets Overview (170200) page 3-1 Manage Pick Tickets Update All Pick Tickets Overview (170204) 3-5

22 Notes...a 3-6 Manage Pick Tickets Update All Pick Tickets Overview (170204)

23 MANAGE DELIVERY TICKETS Chapter 4 Manage Delivery Tickets Overview (170500) Use this process to complete delivery tickets for shipping orders. You have to complete the delivery tickets for sites to create the Ordered Goods Receiving records. The delivery ticket is used to accurately reflect what was shipped and/or returned. Refer to the following topics for information on this feature. RELATED TOPICS Edit Delivery Tickets Overview (170501) page 4-1 Edit a Delivery Ticket page 4-2 Edit Delivery Tickets Query Screen Definitions ( ) page 4-2 Edit Delivery Tickets Details Screen Definitions (170502) page 4-2 Update All Delivery Ticket (170503) page 4-4 Complete All the Delivery Tickets in a PO page 4-4 Shipping Workflow page 1-3 Shipping Module Overview (170000) page 1-1 Delivery Ticket Overview (800212) page 7-1 Refused Shipments Report Overview (800242) page 7-14 Edit Delivery Tickets Overview (170501) For any reason you did not ship the exact items that were taken out, use this process to edit delivery tickets for shipping orders. The delivery ticket is used to accurately reflect what was shipped or returned. Complete a Delivery Ticket The sites cannot receive items on the Ordered Goods Receiving record until the warehouse completed the corresponding delivery ticket. TIP If you do not need to edit any delivery ticket for the PO, you can use the Update All Delivery Tickets process to complete them in batch. 1. Go to Back of the House > Shipping > Manage Delivery Tickets > Edit Delivery Tickets (170501). The query screen displays. 2. Search and open the delivery ticket. The details screen displays. 3. Select Complete Delivery Ticket. 4. Click Save. Manage Delivery Tickets Manage Delivery Tickets Overview (170500) 4-1

24 Edit a Delivery Ticket 1. Go to Back of the House > Shipping > Manage Delivery Tickets > Edit Delivery Tickets (170501). The query screen displays. 2. Search and open the delivery ticket. The details screen displays. 3. Edit the ticket as needed. 4. Click Save. Complete All the Delivery Tickets in a PO page 4-4 Edit Delivery Tickets Query Screen Definitions ( ) page 4-2 Edit Delivery Tickets Details Screen Definitions (170502) page 4-2 Delivery Ticket Overview (800212) page 7-1 Edit Delivery Tickets Query Screen Definitions ( ) Review the following screen components to become familiar with the related tasks. Edit Delivery Tickets Query Screen Definitions Delivery Ticket Purchase Order # Site Search Reset Select the delivery ticket you want to edit. Select the purchase order as a search criteria. Select a site as a search criteria. Click to display the search result. Click to clear the specified search criteria. Edit Delivery Tickets Details Screen Definitions (170502) page 4-2 Edit a Delivery Ticket page 4-2 Delivery Ticket Overview (800212) page 7-1 Edit Delivery Tickets Details Screen Definitions (170502) Review the following screen components to become familiar with the related tasks. Edit Delivery Tickets Details Screen Definitions Delivery Ticket # Status Site Description Ship Date P.O. # Line Items Picked By Displays the delivery ticket number. Displays the status of the delivery ticket. Displays the site ID. Displays the date the order was shipped. Displays the purchase order numbers. Displays the total number of line items on the purchase order. Displays the person who took out all the items on the purchase order. 4-2 Manage Delivery Tickets Edit Delivery Tickets Overview (170501)

25 Edit Delivery Tickets Details Screen Definitions Checked By Operator Complete Delivery Ticket Shipping Comment Items Table: Scheduled Shipped Short Storage Area Stock Number Stock Description Pack Qty Shipped Broken Qty Shipped Units per Case Broken Cost Location Print Updated Delivery Ticket Add Line Item Select the person who made sure all the items to be shipped are correct and have correct amount. Displays the user who were logged in to edit the delivery ticket. Select to complete delivery tickets when the record is saved. You have to complete the delivery ticket for sites to receive items on the corresponding Ordered Good Receiving records. Enter a comment. Displays the quantity that was scheduled to ship. Displays the quantity that was shipped. Displays the number of items that is short to meet the Scheduled quantity. Displays where the item is stored. Displays the item stock number. Displays the description of the item. Displays the number of cases that are shipped to sites. Displays the number of broken units shipped. Displays the units per case information. Displays the cost of a broken unit. Displays the location where the item is stored. Click to print the modified delivery ticket after saving the record. Click to add another line to the delivery ticket. NOTE: You can only add an item for items that are not picked in full. Edit Delivery Tickets Query Screen Definitions ( ) page 4-2 Edit a Delivery Ticket page 4-2 Delivery Ticket Overview (800212) page 7-1 Manage Delivery Tickets Edit Delivery Tickets Overview (170501) 4-3

26 Update All Delivery Ticket (170503) If you do not need to edit any delivery ticket of a PO, you can complete them in batch. After delivery tickets are completed, sites can record the received order in the program. Complete All the Delivery Tickets in a PO 1. Go to Back of the House > Shipping > Manage Delivery Tickets > Update All Delivery Tickets (170503). 2. Select the Purchase Order Number. 3. Click Update Delivery Tickets. When the process is completed, a confirmation message is displayed. 4. Click OK. Edit a Delivery Ticket page 4-2 Complete a Delivery Ticket page 4-1 Delivery Ticket Overview (800212) page Manage Delivery Tickets Update All Delivery Ticket (170503)

27 MANAGE HOT SHOT ORDER Chapter 5 Manage Hot Shot Orders Overview (170300) If a site forgot to order a stock item via shopping lists and needs it urgently, they can contact the warehouse directly to order it. The warehouse staff needs to Create a Hot Shot Order for a Site in the system as a hot shot order to keep track of the stock item quantities and values. Refer to the following topics for information on this feature. RELATED TOPICS Edit Hot Shot Orders Overview (170301) page 5-2 Create a Hot Shot Order for a Site page 5-2 Edit a Hot Shot Order for a Site page 5-2 Edit Hot Shot Orders Query Screen Definitions (170301) page 5-2 Edit Hot Shot Orders Details Screen Definitions (170302) page 5-3 Process Hot Shot Orders Overview (170303) page 5-3 Process Hot Shot Orders page 5-3 Process Hot Shot Orders Screen Definitions (170303) page 5-4 Shipping Workflow page 1-3 Shipping Module Overview (170000) page 1-1 Pick Ticket Overview (800209) page 7-10 Delivery Ticket Overview (800212) page 7-1 Manage Hot Shot Order Manage Hot Shot Orders Overview (170300) 5-1

28 Edit Hot Shot Orders Overview (170301) Use this process to create an order for immediate shipping that was not originally created by a site or the central office. Create a Hot Shot Order for a Site 1. Go to Back of the House > Shipping > Manage Hot Shot Orders > Edit Hot Shot Orders (170301). The query screen displays. 2. Click New. 3. Select the site with the emergency order. 4. Add all the stock items and quantities that are ordered. 5. Click Save. Edit a Hot Shot Order for a Site 1. Go to Back of the House > Shipping > Manage Hot Shot Orders > Edit Hot Shot Orders (170301). The query screen displays. 2. Search and select the order. 3. Make the necessary edits. 4. Click Save. Edit Hot Shot Orders Query Screen Definitions (170301) page 5-2 Edit Hot Shot Orders Details Screen Definitions (170302) page 5-3 Process Hot Shot Orders Overview (170303) page 5-3 Edit Hot Shot Orders Query Screen Definitions (170301) Review the following screen components to become familiar with the related tasks. Edit Hot Shot Orders Query Screen Definitions Site Search Reset Select the site as a search criteria. Click to display the search result. Click to clear the specified search criteria. Edit Hot Shot Orders Details Screen Definitions (170302) page 5-3 Edit Hot Shot Orders Overview (170301) page Manage Hot Shot Order Edit Hot Shot Orders Overview (170301)

29 Edit Hot Shot Orders Details Screen Definitions (170302) Review the following screen components to become familiar with the related tasks. Edit Hot Shot Orders Details Screen Definitions Site Estimated Receiving Date Select the site that put in the emergency order. Select the estimated date when the site can receive the order. Items Table: Stock Number Description Units Per Pack Qty Ordered Broken Unites Ordered Add Item Delete Displays the stock number of the item ordered. Displays the description of the item ordered. Displays the unit per pack information. Displays the number of cases ordered. Displays the number of broken units ordered. Click to add an item to the site s hot shot order. Click to delete the selected item from the hot shot order. Edit Hot Shot Orders Query Screen Definitions (170301) page 5-2 Edit a Hot Shot Order for a Site page 5-2 Process Hot Shot Orders page 5-3 Process Hot Shot Orders Overview (170303) Use this process to create pick tickets and delivery tickets for all open hot shot orders. Process Hot Shot Orders 1. Go to Shipping > Manage Hot Shot Orders > Process Hot Shot Orders (170303). 2. Make sure the Delivery Tickets option is selected. 3. Select Pick Tickets as needed. 4. Click Process Hot Shot Orders. A message displays when the process completes. 5. Click OK. The selected tickets display. 6. Print the tickets. Process Hot Shot Orders Screen Definitions (170303) page 5-4 Create a Hot Shot Order for a Site page 5-2 Edit a Hot Shot Order for a Site page 5-2 Manage Hot Shot Order Process Hot Shot Orders Overview (170303) 5-3

30 Process Hot Shot Orders Screen Definitions (170303) Review the following screen components to become familiar with the related tasks. Process Hot Shot Orders Screen Definitions Pick Tickets Delivery Tickets Process Hot Shot Orders Close Select to create pick tickets when the open hot shot orders are processed. You can choose the sort order and font size for the pick tickets. Select to create delivery tickets when the open hot shot orders are processed. Click to create pick and/or delivery tickets for all the open hot shot orders. Click to exit the screen without processing the order or creating tickets. Process Hot Shot Orders Overview (170303) page 5-3 Edit a Hot Shot Order for a Site page 5-2 Create a Hot Shot Order for a Site page Manage Hot Shot Order Process Hot Shot Orders Overview (170303)

31 FILE SETUP Chapter 6 Overview Use this section to set up the delivery routes. To set up regularly used delivery routes, go to Enter/Edit/Assign Delivery Routes Overview (170401) on page 6-1. To set up routes used during a specific time of the year, such as summer, go to Enter/Edit/Assign Delivery Route Groups (170403) on page 6-2. Enter/Edit/Assign Delivery Routes Overview (170401) Use this process to set up delivery routes that is used during regular school years. For each site that is listed to place orders with your warehouse facility, assign a route ID and a stop number. This enables your pick tickets to be grouped by routes and sorted by stop numbers to make delivery more efficient. Create a Delivery Routes 1. Go to Back of the House > Shipping > File Setup > Enter/Edit/Assign Delivery Routes (170401). The query screen displays. 2. Click New. 3. Enter the Route ID and Description. 4. Move applicable sites from the Available Sites section to Chosen Sites section. 5. Use the up and down arrows to arrange the stop order of sites in the route. 6. Click Save. Enter/Edit/Assign Delivery Routes Query Screen Definitions (170401) page 6-1 Enter/Edit/Assign Delivery Routes Details Screen Definitions (170402) page 6-2 Delivery Ticket Overview (800212) page 7-1 Pick Ticket Overview (800209) page 7-10 Effectively Use Horizon Warehouse Features page 1-2 Enter/Edit/Assign Delivery Routes Query Screen Definitions (170401) Review the following screen components to become familiar with the related tasks. Enter/Edit/Assign Delivery Routes Query Screen Definitions Route ID Description Search Reset Enter the ID of the route as a search criteria. Enter the description as a search criteria. Click to display the search result. Click to clear the specified search criteria. File Setup Overview 6-1

32 Enter/Edit/Assign Delivery Routes Details Screen Definitions (170402) page 6-2 Create a Delivery Routes page 6-1 Enter/Edit/Assign Delivery Routes Details Screen Definitions (170402) Review the following screen components to become familiar with the related tasks. Enter/Edit/Assign Delivery Routes Details Screen Definitions Route ID Description Available Sites Chosen Sites Enter an ID for the route. Enter a description for the route. Displays sites that are not assigned to the route. Displays sites that are assigned to the route. Enter/Edit/Assign Delivery Routes Query Screen Definitions (170401) page 6-1 Create a Delivery Routes page 6-1 Enter/Edit/Assign Delivery Route Groups (170403) During special times of the year, such as summer, you may deliver to several sites in a route instead of all. Use this process to create delivery route that will be used during certain time of the year. When these temporary routes are used, the regular routes will be disabled. Reports will be printed based on the special routes when they are in use. NOTE You must have regular routes set up in Enter/Edit Assign Delivery Routes before setting up a Delivery Route Group for a special time. 6-2 Create a Delivery Route Group 1. Go to Back of the House > Shipping > File Setup > Enter/Edit/Assign Delivery Route Groups (170403). 2. Click New. 3. Enter the Description. 4. Select the Route ID that includes the most sites that will be included in the new route you are creating. The sites assigned to the selected route are displayed in order on the right side of the screen. The other sites are displayed in the Available Sites section and the route they are assigned to. 5. Move the sites that you do not need in the temporary route from the right side of the screen to the left. 6. Move the sites that you need in the Available Sites section to the right side. 7. Use the Up and Down arrows to adjust the Stop order of the sites in the route. 8. Click Save. 9. Do you want to use this route now? If yes, select Use as Default. The regular routes set up in Enter/Edit /Assign Delivery Routes are disabled. If no, the regular routes are still active and when you are ready to activate the delivery route group, you can select the Use as Default option. File Setup Enter/Edit/Assign Delivery Route Groups (170403)

33 Activate a Delivery Route Group 1. Go to Back of the House > Shipping > File Setup > Enter/Edit/Assign Delivery Route Groups (170403). 2. Double-click the route group you want to activate. 3. Select Use as Default. 4. Click Save. Enter/Edit/Assign Delivery Route Groups Query Screen Definitions page 6-3 Enter/Edit/Assign Delivery Route Groups Details Screen Definitions page 6-3 Enter/Edit/Assign Delivery Route Groups Query Screen Definitions Review the following screen components to become familiar with the related tasks. Enter/Edit/Assign Delivery Route Groups Query Screen Definitions Description Search Reset Route Groups Enter the description as a search criteria. Click to display the search result. Click to clear the specified search criteria. Displays the route groups that match the search criteria. Create a Delivery Route Group page 6-2 Activate a Delivery Route Group page 6-3 Enter/Edit/Assign Delivery Route Groups Details Screen Definitions page 6-3 Enter/Edit/Assign Delivery Route Groups Details Screen Definitions Review the following screen components to become familiar with the related tasks. Enter/Edit/Assign Delivery Route Groups Details Screen Definitions Description Use as Default Route ID Enter a description of the delivery route group. Select to activate the delivery route group. When the option is selected, the regular delivery route will be disabled and related reports will use the route group information. Select an existing route that you want to build the group around. Create a Delivery Route Group page 6-2 Activate a Delivery Route Group page 6-3 Enter/Edit/Assign Delivery Route Groups Query Screen Definitions page 6-3 File Setup Enter/Edit/Assign Delivery Route Groups (170403) 6-3

34 Notes...a 6-4 File Setup Enter/Edit/Assign Delivery Route Groups (170403)

35 WAREHOUSE REPORTS Chapter 7 Delivery Ticket Overview (800212) The report displays a list of items each site received. Print the delivery ticket for each site the truck stops by. Sites can use the delivery tickets to check off the receiving items. The ticket is used to accurately reflect what was shipped. Print Delivery Ticket page 7-1 RELATED TOPICS Report Criteria for Delivery Ticket Screen Definitions (800212) page 7-1 Delivery Ticket Report Definitions page 7-1 Print Delivery Ticket 1. Go to Reports > Central Warehouse. 2. Double-click Delivery Ticket. 3. Choose Print By Delivery Tickets and Print All Tickets. 4. Print the tickets. Report Criteria for Delivery Ticket Screen Definitions (800212) Choose the header information, footer information, and the following criteria. Report Criteria for Delivery Ticket Screen Definitions PO Number Selection Print By Print All Tickets Print Open Tickets Print Closed Tickets Choose all or individual purchase order numbers. Choose to print by routes or delivery tickets. Route: choose all or individual routes. Delivery Tickets: choose all or individual delivery ticket. Choose the applicable option. Delivery Ticket Report Definitions The report displays the following information. Delivery Ticket Report Definitions Ship To Route Stop Delivery Date Displays the site the items are shipped to. Displays the route information. Displays the stop order of the site on the route. Displays the date the items were delivered. Warehouse Reports Delivery Ticket Overview (800212) 7-1

36 Delivery Ticket Report Definitions Delivery Ticket # P.O. Number Units per Case Qty. Pack Qty. Broken Rcvd Today Stock Number Description Pack Line Item Line Item Total Picked By Checked by Delivered By Received By Date Picked Time Displays the delivery ticket number. Displays the purchase order number. Displays the units per case information for each item. Displays the number of cases on the purchase order. Displays the number of broken units on the purchase order. Write down the quantity the site received for the item. Displays the item stock number. Displays the description of the stock item.?case? Case received? Displays the line number for each item. Displays the total number of line items on the delivery ticket. Displays the person who took stock items out of the warehouse. Displays the name of the person who verified correct items and amounts were taken out of the warehouse. Displays the name of person who delivered the order to the site. Write down the name of the person who received the order at the site. Displays the date when the items on order were taken out of the warehouse. Displays the time of the day when the items on order were taken out of the warehouse. 7-2 Warehouse Reports Delivery Ticket Overview (800212)

37 041 Horizon 2915 Premiere Pkwy Duluth GA 1 Warehouse Reports Delivery Ticket Overview (800212) 7-3

38 Errors Report Overview (800239) The report displays any picking and checking errors. The report also identifies the warehouse personnel responsible for errors. RELATED TOPICS Report Criteria for Errors Screen Definitions page 7-4 Errors Report Definitions page 7-4 Report Criteria for Errors Screen Definitions Choose the header information, footer information, and the following criteria. Report Criteria for Errors Screen Definitions Shipment Dates Select the starting and ending dates for the report. You can choose to run the report for all dates, a specific date range or a report period. Report periods can range from today to the year to date or can include a single quarter or calendar year. Errors Report Definitions The report displays the following information. Errors Report Definitions Employee ID Name Picking Errors Check Errors Displays the ID of the employee who had an error occurred during shipping. Displays the name of the employee who had an error occurred during shipping. Displays the number of errors occurred when the employee was taking out items out of the warehouse. Displays the number of errors occurred when the employee was checking the items to be shipped. tbrosch o my Brosch Warehouse Reports Errors Report Overview (800239)

39 Exceptions Report Overview (800240) The report displays a list of items that is missing to fulfill a purchase order. It can be printed for all or individual vendors. RELATED TOPICS Report Criteria for Exceptions Screen Definitions page 7-5 Exceptions Report Definitions page 7-5 Report Criteria for Exceptions Screen Definitions Choose the header information, footer information, and the following criteria. Report Criteria for Exceptions Screen Definitions Vendor Selection Select all or individual vendors. Exceptions Report Definitions The report displays the following information. Exceptions Report Definitions Stock Number Description Broken On Hand Broken Reserved Broken On Order Cases Needed Units PerPack Case Cost Extended Cost Displays the stock number of the items with a shipping exception. Displays the description of the stock item with a shipping exception. Displays the number of broken units that is available in the warehouse. Displays the number of broken units that you have already planned to use. Displays the number of broken units that you have ordered from the vendors but have not received yet. Displays the number of cases you are missing to fulfill the order. Displays the units per pack information. Displays the cost per case information. Displays the total cost to satisfy the current shortage. ExtendedCost = CasesNeeded CostPerCase Warehouse Reports Exceptions Report Overview (800240) 7-5

40 7-6 Warehouse Reports Exceptions Report Overview (800240)

41 Incomplete Report Overview (800241) The report displays any orders that have a status of incomplete. RELATED TOPICS Report Criteria for Incomplete Screen Definitions page 7-7 Incomplete Report Definitions page 7-7 Report Criteria for Incomplete Screen Definitions Choose the header and footer information. Incomplete Report Definitions The report displays the following information. Incomplete Report Definitions Purchase Order Number Allocated Pick Tickets Delivery Tickets Displays the open purchase order number. Indicates whether the goods have been shipped. Displays the number of pick tickets for each open purchase order. Displays the number of delivery tickets for each open purchase order. Warehouse Reports Incomplete Report Overview (800241) 7-7

42 Open Backorders Report Overview (800238) The report displays a list of back orders that have not shipped to sites yet. RELATED TOPICS Report Criteria for Open Backorders Screen Definitions page 7-8 Open Backorders Report Definitions page 7-8 Report Criteria for Open Backorders Screen Definitions Choose the header information, sort order, footer information, and the following criteria. Report Criteria for Open Backorders Screen Definitions Shipment Dates Site Selection Route Selection Select the starting and ending dates for the report. You can choose to run the report for all dates, a specific date range or a report period. Report periods can range from today to the year to date or can include a single quarter or calendar year. Select all or individual sites. Select all or individual routes. Open Backorders Report Definitions The report displays the following information. Open Backorders Report Definitions Order Date Purchase Order Number Site Stock Number Description Route Stop Description Displays the date the item was ordered. Displays the purchase order number. Displays the ID and name of the site with the back order. Displays the stock number of the item that is back-ordered. Displays the description of the item that is back-ordered. Displays the ID of the route the site is on. Displays the stop order of the site on the route. Displays the description of the route. 7-8 Warehouse Reports Open Backorders Report Overview (800238)

43 Horizon Warehouse Warehouse Reports Open Backorders Report Overview (800238) 7-9

44 Pick Ticket Overview (800209) The report displays a list of items on a purchase order, the locations where the items are stored, and the quantities needed for each order. Use the pick tickets to find the stock items and load the trucks based on routes. RELATED TOPICS Report Criteria for Pick Ticket Screen Definitions page 7-10 Pick Ticket Report Definitions page 7-10 Report Criteria for Pick Ticket Screen Definitions Choose the header information, site selection, sort order, footer information, and the following criteria. Report Criteria for Pick Ticket Screen Definitions PO Number Selection Location Selection Route Selection Select all or individual purchase orders. Select all or individual locations. Select all or individual routes. Font Size Choose to print the report in font size 8 or 12. Pick Ticket Report Definitions The report displays the following information. Pick Ticket Report Definitions Ship to Route Delivery Date Pick Ticket # P.O. Number Stop Location Stock Number Description Ship Qty Qty. Picked Line Item Line Item Total Total Cases Picked By Displays the site and its address. Displays the route the site is on. Displays the date the order will be delivered. Displays the pick ticket number. Displays the purchase order number. Displays the stop order of the site on the route. Displays where the item is located in the warehouse. Displays the stock number of the item. Displays the description of the stock item. Displays the quantity you need to take out of the warehouse. Write down the number of items that you took out of the warehouse. Displays the item line order. Displays the total number of line items. Displays the total number of cases needed. Write down the name of the person who took items on the pick tickets out of the warehouse Warehouse Reports Pick Ticket Overview (800209)

45 Checked By Date Picked Comments Write down the name of the person who checked the items and quantities against the pick ticket. Write down the date the items were taken out of the warehouse. Write down any comments. Pick Ticket Report Definitions Horizon Warehouse 2915 Premiere Pkwy uluth GA Warehouse Reports Pick Ticket Overview (800209) 7-11

46 Projected Routes Report Overview (800243) The report displays the route information based on the projected shipping. RELATED TOPICS Report Criteria for Projected Routes Screen Definitions page 7-12 Projected Routes Report Definitions page 7-12 Report Criteria for Projected Routes Screen Definitions Choose the header information, report type, footer information, and the following criteria. Report Criteria for Projected Routes Screen Definitions Purchase Order Number Selection Choose all or individual purchase orders. Projected Routes Report Definitions The report displays the following information. Projected Routes Report Definitions Purchase Order # Order Date Route ID Stock Number Description Order Quantity Unit Displays the purchase order number. Displays the date when the shopping lists were created. Displays the ID and name of the route. Displays the stock number of the items. Displays the description of the stock items. Displays the quantity ordered. Displays the case description Warehouse Reports Projected Routes Report Overview (800243)

47 7-13 Warehouse Reports Projected Routes Report Overview (800243) Horizon

48 Refused Shipments Report Overview (800242) The report displays a list of sites that have refused shipments. RELATED TOPICS Report Criteria for Refused Shipments Screen Definitions page 7-14 Refused Shipments Report Definitions page 7-14 Report Criteria for Refused Shipments Screen Definitions Choose the header information, footer information, and the following information. Report Criteria for Refused Shipments Screen Definitions Shipment Dates Select the starting and ending dates for the report. You can choose to run the report for all dates, a specific date range or a report period. Report periods can range from today to the year to date or can include a single quarter or calendar year. Refused Shipments Report Definitions The report displays the following information. Refused Shipments Report Definitions Site ID Site Description Contact Refusals Displays the ID of the sites that refused shipments. Displays the description of the sites that refused shipments. Displays the contact person of the site. Displays how many times a site refused shipments during the specified date range Warehouse Reports Refused Shipments Report Overview (800242)

49 Routes Report Overview (800232) The report displays a list of routes that are set up in the system, along with all the assigned sites. RELATED TOPICS Report Criteria for Routes Screen Definitions page 7-15 Routes Report Definitions page 7-15 Report Criteria for Routes Screen Definitions Choose header information, sort order, footer information, and the following criteria. Report Criteria for Routes Screen Definitions Include Sites Assigned to Routes Select to display the list of sites assigned to each route. Routes Report Definitions The report displays the following information. Routes Report Definitions Site ID Description Stop Route ID Description Displays the ID of the site on a route. Displays the description of the site on a route. Displays the stop order of the site on the route. Displays the ID of the route the site is on. Displays the description of the route the site is on. Warehouse Reports Routes Report Overview (800232) 7-15

50 Horizon 1 Horizon West 2 Horizon West 1 Horizon Training 1 Horizon Southwest 1 Horizon West Middle 20 Horizon Central Office Horizon South Horizon South Middle Horizon South Horizon Southwest Horizon Southwest Horizon Central Horizon Central Horizon Central Hi Horizon East Horizon East Horizon East Lake Horizon North Lake Horizon West Lake Horizon River Horizon River Horizon River High Horizon Hill Horizon Hill Horizon Hill 7-16 Warehouse Reports Routes Report Overview (800232)

51 Shipping Report Overview (800214) The report displays detailed information about shipments that have been made to the various sites in your district. RELATED TOPICS Report Criteria for Shipping Screen Definitions page 7-17 Shipping Report Definitions page 7-17 Report Criteria for Shipping Screen Definitions Choose the header information, site selection, report type, sort order, footer information, and the following criteria. Report Criteria for Shipping Screen Definitions Date Select Inventory Type Print Date Subtotals Select the starting and ending dates for the report. You can choose to run the report for all dates, a specific date range or a report period. Report periods can range from today to the year to date or can include a single quarter or calendar year. Select one or more inventory types: USDA Goods Food Supplies Equipment Select to display the total value of the items ordered each day. Shipping Report Definitions The report displays the following information. Shipping Report Definitions Site ID Site Description Date Stock Number Stock Description Quantity Amount Displays the ID of the site received a shipping order. Displays the description of the site received a shipping order. Displays the ship date. Displays the stock number of the item the site ordered. Displays the description of the item the site ordered. Displays the quantity of the item the site ordered. Displays the total value of the item the site ordered. Warehouse Reports Shipping Report Overview (800214) 7-17

52 7-18 Warehouse Reports Shipping Report Overview (800214)

53 Shopping List Errors Report Overview (800251) The report displays a list of warehouse shipping exceptions shopping list errors. RELATED TOPICS Report Criteria for Shopping List Errors Screen Definitions page 7-19 Shopping List Errors Report Definitions page 7-19 Report Criteria for Shopping List Errors Screen Definitions Choose the header information, footer information, and the following criteria. Report Criteria for Shopping List Errors Screen Definitions Shipment Dates Select the starting and ending dates for the report. You can choose to run the report for all dates, a specific date range or a report period. Report periods can range from today to the year to date or can include a single quarter or calendar year. Shopping List Errors Report Definitions The report displays the following information. Shopping List Errors Report Definitions # Displays the error number. Error Text Stock Number Stock Description Vendor Number Vendor Name Displays the details of the error. Displays the stock number of the item with the error. Displays the description of the item with the error. Displays the ID number of the vendor with the error. Displays the name of the vendor with the error. Warehouse Reports Shopping List Errors Report Overview (800251) 7-19

54 Notes...a 7-20 Warehouse Reports Shopping List Errors Report Overview (800251)

55 GLOSSARY Chapter 8 Overview There are links to the glossary terms listed in this section throughout this User Guide. These are identified by underlined text. For example: site type. A LA CARTE ITEM Any item sold to a customer that is not marked as a meal or a component that makes up a complete meal. A LA CARTE MODE An option that allows you to quickly sell menu items at a la carte prices without having to select a patron for each sale. ALASKA TEMPORARY ASSISTANCE PROGRAM (ATAP) Provides cash assistance and work services to low-income families with children to help them with basic needs while they work towards becoming self-sufficent. APPLICATION SERVER PROVIDER (ASP) Allows the sites and Central Office to share one centrally maintained database in real time by utilizing Windows Terminal Server software. AREA ELIGIBLE An after school care program site is area eligible if it is located at a school or in the attendance area of a school where at least 50 percent of the enrolled students are eligible for free or reduced meals. ASP Refer to Application Server Provider (ASP) on page 8-1. ATAP Refer to Alaska Temporary Assistance Program (ATAP) on page 8-1. AUTO CHARGE When this option is enabled and an amount is owed, the items is automatically charged to the customer's account without requiring any action from the cashier. If charge limits are reached then cash should be collected. BACK OF THE HOUSE (BOH) Consists of management and production of food and supplies through Inventory Management, Procurement, Menu Planner and Production modules. BASE MENU Once food items have been grouped into recipes, the next step is to combine recipes and/or individual food items into a Base Menu Plan. Base Menus serve as a template showing the items to be served on a particular day and the projected number of servings for each item. A nutritional analysis is run on the Base Menu to ensure compliance with USDA regulations. In addition, a cost analysis shows the financial impact of the planned menu. The Base Menu is then applied to each individual site as the Scheduled Menu on the calendar. The Scheduled Menu is used to actually plan and track daily food production at the site. Each site will ultimately enter their adjusted feeding figures for that day to recalculate the number of projected servings to be produced. BID ITEMS Inventory items that have been marked to be included in bids that you send out to your vendors. BID SPECIFICATIONS Written requirements that should be met for an inventory item when vendors are bidding on it. Glossary 8-1

56 BOH Refer to Back of the House (BOH) on page 8-1. BONUS ACCOUNT A special account typically use to make elective contributions. You can specify if the account can only be used to purchase meals. BROKEN UNIT Used to describe one unit out of a case of an inventory item. EXAMPLE A case may contain 12 bags, with each bag representing a broken unit A case may contain 6 #10 cans with 1 #10 can representing a broken unit. A case may contain 25 pounds with each pound representing a broken unit. BUYING GUIDE An USDA tool used to assist the menu planner in determining raw-to-cooked yields for recipe analysis. It also provides yield data from (AP) to (EP) of food and volume/weight conversions. CATCH WEIGHT ITEMS Catch weight items are inventoried, received and transferred using the total weight as the quantity, not the case/broken unit. Procurement When ordering catch weight stock items, the catch weight acts as a minimum/multiple that may be ordered. Physical Inventory During a physical inventory, catch weight stock items are inventoried using the total weight measure as the quantity. Receiving and Stock Transfers Stock items flagged as catch weight items are received using the total weight measure as the quantity to the tenth of a weight measure. During stock transfers, the transferring facility can transfer a total weight measure as the quantity for catch weight stock items. During stock transfers, the receiving facility can receive a total weight measure as the quantity for catch weight stock items. CASE SENSITIVE Indicates that a value for a field must be entered in the exact case (upper or lower case letters) that the value was created. CASE UNIT The term used to describe the purchasing unit that you will buy of an inventory item (i.e., 1 case). CATEGORIES (BOH) Used to group your stock items in the Back of the House modules. CENTRAL SITE Refers to the central facility that controls all sites within a district. CLAIMS REPORT A report filed with the USDA or state to receive payment for serving meals considered reimbursable that meet minimum nutritional guidelines of one-third of the Recommended Dietary Allowance (RDA) of protein, calcium, iron, and vitamins A and C with no more than 30 percent of the meal s calories can come from fat and no more than 10 percent can from saturated fat. 8-2 Glossary

57 CHART OF ACCOUNTS (COA) Used to classify expenditures into account codes that are used by your accounting department for their general ledgers. CLASSES (BOH) Used to group your stock items within a category. COA Refer to Chart of Accounts (COA) on page 8-3. COMMUNICATIONS PUBLICATION A group of data that is communicated as one entity from one computer to another, for which intervals can be set to determine how often a publication should synchronize with its publisher. COMPONENT BASED If a site is using the Component Based serving mode, you need to have identified on the Management Level Inventory screen POS tab in the Inventory module, which menu items contain one or more of the 5 required meal components that make up a reimbursable meal for a student. The 5 required meal components include a meat, a bread, 2 different fruits and/or vegetables and a serving of milk. If the customer selects more than one item containing a meat, bread or milk component, only one of those items will be included in the meal price. The two fruit and/or vegetable selections cannot be two of the same item. You may also specify whether the customer must select a meat/entree item for the purchase to qualify as a meal. When customers are purchasing items at the point of service they will need to select items that contain at least the minimum number of these meal components in order to be charged a meal price. The first purchase of such a meal by a student at the point of service during a specific meal period will be recorded as a reimbursable meal. Any additional items selected will be sold as a la carte items. Meals sold to adults will not be counted as reimbursable meals. The customer may select items containing more than the minimum number of meal components up to a maximum of all 5 different meal components and still be charged the same meal price for all of these items. EXAMPLE If you have the minimum items per meal set as 3, then the customer must select items containing at least 3 of the 5 meal components from this menu plan in order to purchase those items as a meal. If the customer selects less than the minimum, he/she will have to pay a la carte prices for the individual items. CONSOLIDATED ORDER A vendor order that has consolidated all of the sites' orders for that vendor's products into one order for the district. COST TYPE Type of cost for the inventory item: fixed fee, cost plus fee, cost plus percentage, and processing fee. CONTROL NUMBER A number created by the site or central office that is assigned to assets for record-keeping and tracking purposes. When assets are transferred from site to site, this number is used to track its location. COUPON This discount only applies to the specified item. It can have a preset amount or the cashier can enter the dollar value up to pre-specified maximum amount. CRITICAL CONTROL POINTS A measurement at which the food contamination has the most critical risk. It is used in the food management process. Critical points should be identified for each food product that is prepared. DAILY PLAN After creating daily plans, you can add to cycles and schedules throughout the year, as well as set up default menus to display at the point of service for each serving line and meal period. Glossary 8-3

58 DECLINE ACCOUNT This debit account can be used to pay for purchases with available funds deposited in the account based on specific criteria defined by the applicable meal plan. DEPRECIATION The reduction in value of property due to age, deterioration, wear and tear, etc. DIRECT CERTIFIED Students are determined by the state to be Direct Certified. In some cases the state agency may include students as Direct Certified that recieve Food Stamps/TANF/FDPIR. DISCOUNT A discount can have a preset percentage amount or the cashier can enter the percentage value up to the prespecified maximum amount. The discount will be applied only to the selected item. EARNED MEAL ACCOUNT This is a house account designated as an Earned account. If a district allows a customer to perform certain tasks in exchange for a free meal, the cost of a reimbursable meal is charged to this account. The account does not cover the cost of a la carte items. ELIGIBILITY Refers to the status a student or adult would qualify for the price they pay for breakfast or lunch with regards to income, special case, or other circumstances. ERROR PRONE APPLICATIONS Income applications that are within the $100 per month range of eligibility or $1200 annually. EVEN START A Government program designed to help break the cycle of poverty and improve the literacy of participating migrant families by integrating early childhood education, adult literacy or adult basic education, and parent education into a unified family literacy program. This developed from The Even Start Family Literacy Program if the Elementary and Secondary Education Act of 1965 and was most recently reauthorized by the Literacy Involves Families Together (LIFT) Act of 2000 and No Child Left behind Act of FAMILY INDEPENDENCE TEMPORARY ASSISTANCE PROGRAM (FITAP) A program in Louisiana that provides cash assistance to families with children when the financial resources of the family are insufficent to meet sustenance needs. FIFO Refer to FIFO on page 8-4. FILE TRANSFER PROTOCOL (FTP) The means by which your files are transferred. FTP is most commonly used on the Internet. FIRST IN FIRST OUT (FIFO) A method of costing inventory that assumes that costs of the first Goods purchased are those charged to cost of Goods sold when you actually sell Goods. FITAP Refer to Family Independence Temporary Assistance Program (FITAP) on page 8-4. FIXED ASSET A long-term, tangible, non-consumable property used in an entity s operation that usually has a life span of at least one year. EXAMPLE Land, buildings, computer software and systems, equipment 8-4 Glossary

59 FOOD GROUPS Used to categorize a food item according to five specific food groups (Meat, Vegetable/Fruit, Grain, Milk and Other). If you plan to create food-based menus (rather than nutrient-based, then you should assign food groups to each food item that will be used in your menus. FOOD INCLUDE A nutrition link food item with a Food Include (sequence number) represents a similar food item with the same nutrient values that also has the same weights for the same measure, such as specific species or brand items. EXAMPLE Acorn, butternut, hubbard, pumpkin and winter squash have similar nutrient profiles and weights for the same measures. Several brand-specific cheese pizzas may be represented by the same nutrition link food item code for cheese pizza because of their similar nutrient profiles. Different shaped macaroni products might have the same nutrient values and weights for the same measures, but each has a different description. When similar food items are associated with the same nutrition link food item code, each item has a different food include sequence number for unique identification. FOOD ITEM TYPES Used to categorize a food item according to how it is to be used when converting components into meals on production records when using nutrient-based menu planning. If you plan to create nutrient-based menus (rather than food-based), then you should you should assign a food item type (Entree, Side or Milk) to each food item that will be used in your menus. FOOD STAMPS A stamp or coupon issued by the Government to persons with low incomes that can be redeemed for food at stores and is used to qualify students for free reimbursable meals. FOOD SUB CODE A nutrition link food item with a Food Sub Code represents a food item with comparable nutrient values but different weights for the same measure. For instance, different brands of a chocolate cupcake with icing may have the same nutrient values per 100 grams, but the weight for 1 package of different brands might vary. Hot dogs packed 10 to the pound, 8 to the pound or 5 to the pound might have the same nutrient values per 100 grams, but the weights for 1 hot dog would vary. Each product, therefore, would be assigned a unique sub code. FOSTER STUDENT A student that has been removed from their birth parents or other custodial adults by state authority which takes responsibility for the child and places them in protective care. FRONT OF THE HOUSE (FOH) Consists of Point of Service functionality. FTP Refer to File Transfer Protocol (FTP) on page 8-4. GENERIC CUSTOMER A customer account created in order to sell items to customers with no ID or that are not set up in the system (a.k.a. No ID Customer). GLOBAL ITEM An item in master inventory that is available for distribution to other levels and sites. An inventory item not marked as a global item is considered a local item and is available only at the site it was added and at any child sites attached to that site. Once an item is designated as a global item, the field becomes disabled and the designation cannot be removed. GROUPS (INVENTORY GROUPS) Used to group inventory items for which you may want to view the history of similar products. Glossary 8-5

60 HACCP Refer to Hazard Analysis and Critical Control Point (HACCP) on page 8-6. HAZARD ANALYSIS AND CRITICAL CONTROL POINT (HACCP) A process used to prevent foodborne illness. It was created for the food industry to assure food safety. HAZARD ANALYSIS AND CRITICAL CONTROL POINT (HACCP) CATEGORY Provides recommended cooking and holding standards for particular types of foods to prevent spoilage and contamination. HEAD START Provides funding to promote school readiness by enhancing the social and cognitive development of lowincome children, including children on federally recognized reservations and children of migratory farm workers, through the provision of comprehensive health, educational, nutritional, social and other services; and to involve parents in their children's learning and to help parents make progress toward their educational, literacy and employment Goals. Head Start was created in HOMELESS STUDENT As defined by the Runaway and Homeless Youth Act of 1974, an individual who is under age 18, for whom it is not possible to live in a safe environment with a relative and has no other safe living arrangement. The McKinney-Vento Act, which was part of the No Child Left Behind Act, also includes in the definition as individuals who lack a fixed, regular, and adequate nighttime residence. HOUSE ACCOUNT This account can be used by all members of the meal plan. Choose to only allow meal purchases in order to control how the account is used. INCLINE ACCOUNT An Incline Account (charge account) can be used to charge purchases based on specific criteria defined by the assigned meal plan. INVENTORY HISTORY A record of usage for inventory items to help forecast how much of an item you will need to order for a given time. INSTALLATION TYPE The license file assigned to the site identifies whether the site's installation type is management level, site, terminal, central warehouse, central kitchen or base kitchen. The software functions that can be accessed by the site are determined by the site's installation type. INSTITUTIONALIZED CHILD This term refers to a child who is the legal responsibility of a welfare agency or court and residing in a residential type institution that is not a boarding school as determined by the state. INVENTORY TYPES Used to classify your inventory items into USDA Goods, purchased Goods, supply Goods, or equipment. ITEM GROUP TYPES Assigned to item groups to define how menu items will be sorted when displayed on screen and printed receipts. The higher the sort value, the higher the item will display in the list. EXAMPLE An Item Group Type assigned a sort value of 2000 will appear before an Item Group Type assigned a sort value of 1000, which could be Hot Entree. An Item Group Type can be marked as a Modifier Group. This means items assigned to the item group are typically served with a particular menu item. The items will be indented on receipts and reports to indicate that they are modifiers for the item listed directly above. 8-6 Glossary

61 ITEM GROUPS Used to group similar type items together for use on a menu and will serve as a sub menu on the menu grid at the point-of-service. Item Groups can consist of a combination of menu items, other item groups, menus and various payment options. KEY PERFORMANCE INDICATORS (KPI) Key Performance Indicators (KPI) can be used to measure efficiency of various areas of your operation based on data captured in the program. KINSHIP GUARDIANSHIP ASSISTANCE PAYMENT PROGRAM (KINGAP) A program in California that provides a new permanency option for children in appropriate, long-term foster care placements with relative caregivers. This program began January 1, KPI Refer to Key Performance Indicators (KPI) on page 8-7. LAST IN FIRST OUT (LIFO) A method of costing inventory that assumes that costs of the most recent purchases are the first costs charged to cost of Goods sold when you actually sell the Goods. LEAD TIME The number of days it will take for an item to be delivered to you after placing the order with a particular vendor. LIFO Refer to Last In First Out (LIFO) on page 8-7 MANAGEMENT LEVELS Sites can be grouped by Management Levels to maintain a hierarchy and provide data ownership rights that Govern their ability to add data, edit data, view data and print reports. There are three basic types of Management Levels: top management, middle management and bottom management. The top management level and bottom management level are preloaded. Their names can be edited, but their positions cannot be moved in the hierarchy and they cannot be deleted. Use of middle management levels is optional. If used, multiple middle management levels can be added, edited or deleted by the user. MAXIMUM STOCK LEVEL The greatest number of cases of the inventory item that can be stored at the site at any time. MEAL ACCOUNT A Meal Account can be set up to pay for meal purchases based on specific criteria defined by the applicable meal plan. MEAL BASED SERVING MODE If a site is using the Meal Based serving mode, you need to have identified on the Management Level Inventory screen - POS tab in the Inventory module, which menu items are considered to be a Meal. There must be at least one menu item that is marked as a Meal assigned to each menu plan that will be used for breakfast or lunch. The first purchase of such a Meal by a student at the point of service during a specific meal period will be recorded as a reimbursable meal. Any items purchased in addition to the meal will be sold as a la carte items. Meals sold to adults will not be counted as reimbursable meals. Glossary 8-7

62 MEAL IDENTIFIERS The Order Box displays quantity, price and account used for each selected menu item. When a meal item is selected, one of the following identifiers will display next to the item in the box instead of the quantity: IDENTIFIEF DESCRIPTION TYPE OF CUSTOMER PRICE R Reimbursable Meal (1 per serving period) (or items if using Component Based or NuMenu serving mode) Meal Item (or items if using Component Based or NuMenus serving mode) Student Generic/No ID Eligibility 1st meal price Eligibility 1st Meal Price M Student - 2nd meal Adult, employee and teacher - 1st meal Eligibility 2nd Meal Price Adult, employee and teacher - 2nd meal Eligibility 1st meal price Eligibility 2nd meal price Premium Meal (Meal Based only) Full pay student and adult - 1st meal Management Level Inventory > POS > Price Reduced price and free student - 2nd meal Management Level Inventory > POS > Price Items selected in A la Carte Mode All - No ID required No ID full pay 1st meal price NUMERIC VALUE Quantity of A la Carte menu items selected Student, adult, employee and teacher Management Level Inventory > POS > Price MEALS PER LABOR HOUR Meals per labor hour is the number of meals or meal equivalents divided by the number of paid labor hours. MEAL PLAN Meal Plans are assigned to customers to control which accounts are available for their use at the point of service. When you set up a Meal Plan, you have the ability to determine which accounts you want to associate with the Meal Plan as well as set parameters for each account and pricing information. MEAL SWAPPING Meal Swapping refers to the ability for a customer to exchange a previously used meal credit for use during the current sale. A meal swap can occur at a different location from where the original meal was purchased. Once the meal swap has been accepted at a location, the previous transaction will be voided and resold at a la carte pricing as though the meal credit was not used, making the meal credit available to be used during the current sale. A meal swap must occur during the same day as the original meal purchase and must involve the same account. A used meal credit may be swapped for another meal purchase or for use as cash equivalence across multiple meal periods. During the same meal period, a used meal credit may not be swapped to purchase a different meal, but a used meal credit may be swapped to be used as cash equivalence as many times as desired during the same meal period, or across multiple meal periods, as long as use of cash equivalence is allowed during that meal period. MENU BAR The Menu Bar consists of a series of buttons located along the top of the Process Sales screen that provide quick access to frequently used Item Groups, Menus, Payment Options or even frequently sold menu items. 8-8 Glossary

63 MENU CYCLES You can set up multiple weekly Menu Cycles consisting of daily plans. The cycles then can be easily scheduled for a specified date range to facilitate setting up your planned menus to display at the point of service. MENU GRID The Menu Grid consists of 50 placeholder buttons that allows you to design a specific menu containing various menu items, item groups, or other menus for use at the point of service. MIGRANT STUDENT A migrant student is defined in section 1309 of the Elementary and Secondary Education Act of The Office of Migrant Education (OME) admisters grant programs that provide academic and supportive services to the children of families who migrate to find work in the agricultural and fishing industries. MINIMUM STOCK LEVEL Minimum Stock Level is the least number of cases of the inventory item that should be on hand at the site at all times. MODIFIER ITEM GROUPS Modifier Item Groups contain a selection of menu items that are typically served with particular menu items, or they may contain a variety of cooking instructions, such as rare, medium or well-done. A modifier item group can be assigned to any applicable menu item. When placing orders, if a menu item is selected that has a modifier item group attached, a submenu will automatically display a list of the items assigned to the associated modifier item group, from which the applicable items can be selected. NUMENUS NuMenus is a menu planning option that allows foods in any quantity to be used to meet the nutrition Goals, unlike food-based menus, where foods from specific food groups and in specific quantities must be offered. The menus are analyzed over a school week using a weighted nutrient analysis with an average based on the projected number of servings of each menu item. If a site is using the NuMenus serving mode, you need to have identified on the Management Level Inventory screen POS tab, which menu items are one of the 3 NuMenus meal item types that make up a reimbursable meal for a student. The items that make up the meal must be categorized as entree, side or milk. If the customer purchases more than one item identified as an entree or milk, only one of those items will be included in the meal price. You may also specify if an entree and/or milk is required to be taken at the point of service for the purchase to qualify as a meal. When customers are purchasing items at the point of service they will need to select between the minimum number and maximum number of NuMenus meal item types in order to be charged the meal price. The first purchase of such a meal by a student at the point of service during a specific meal period will be recorded as a reimbursable meal. Any additional items selected will be sold as a la carte items. Meals sold to adults will not be counted as reimbursable meals. EXAMPLE If you have the minimum number of meal item types allowed set as 3 and maximum number of meal item types allowed set as 4, then the customer must select at least 3, but no more than 4, of the required NuMenus meal item types from this menu plan in order to purchase those items as a meal. If the customer selects fewer than the minimum number of meal item types allowed, he/she will have to pay a la carte prices for the individual items. If the customer selects more than the maximum number of meal item types allowed, he/she will have to pay a la carte prices for the additional items. NATIONAL SCHOOL LUNCH PROGRAM (NSLP) The National School Lunch Program (NSLP) is a federally assisted meal program operating in public and nonprofit private schools and residential child care institutions. It provides nutritionally balanced, low-cost or free lunches to children each school day. The program was established under the National School Lunch Act, signed by President Harry Truman in NSLP Refer to National School Lunch Program (NSLP) on page 8-9. Glossary 8-9

64 NUTRITION LINK CODE A Nutrition Link is the code used to link a stock item to a nutrition link food item with the same nutrient values. ORDERING POINTS Using Ordering Points allows you to set up additional locations to receive orders placed for a site. For example, a mobile unit may place an order that they pick up at a remote location. PARENT/CHILD SITES Sites can be grouped administratively to facilitate distribution of responsibility and consolidation of data by creating an association between a Child Site and the Parent Site that functions as the next higher level of authority. PAYMENT OPTIONS Payment Options are for use at the point of service by the customer and consist of voucher accounts, coupons and discounts. PERPETUAL INVENTORY Perpetual Inventory represents the values that the program has recorded as the current on-hand amounts of all of your inventory items. PHYSICAL INVENTORY Physical Inventory represents the current on-hand values of your inventory items that you have counted in your storage areas. PRICING LEVEL (TIER PRICING) Pricing Levels allow for different prices to be set up for individual items so the appropriate price can be charged to a patron that is assigned to a specific meal plan. If the patron's meal plan has no assigned pricing level, they will pay the default price. Also, if their meal plan is not on a pricing level that the item is assigned to, they will pay the default price. PRINCIPAL ACCOUNT A Principal Account is used in a K-12 school environment. It is a house account designed to allow reimbursable meals to be charged to the principal and the principal will pay for the meal later. PROCESS APPROACH TO HACCP (HAZARD ANALYSIS AND CRITICAL CONTROL POINT) A method of classifying food preparation into three broad categories which includes the number of times an item Goes through the temperature danger zone. PROCESS NUMBER A number assigned to every screen. When you become more familiar with the system, you may want to go directly to a particular process number by using the Go To feature. No matter how you choose to get to a screen, the process number will always display for your reference. PROVISION 2 A program run by the USDA which is four years at a time where all students in the selected site are served a free meal regardless of eligibility. This program is designed to eliminate some of the cost of administration of a Child Nutrition Program. Refer to the USDA s website for further information at QUICK SALE FEATURE The Quick Sale feature allows you to quickly sell the item on the Auto/Quick Sale position without selecting the item. If the customer has available funds or credit, the system will process the sale for the item when you touch the End Sale button and return you to the Point of Service screen. Otherwise, a Tender screen will display for you to collect cash for the amount owed. REBATE ITEM A Rebate Item is an inventory item that has been marked to receive a rebate from the vendor Glossary

65 RECIPE A Recipe is an item that requires preparation such as chicken noodle soup. Recipes typically consist of multiple ingredients. REGISTERED INDIAN The term Registered Indian refers to the Food Distribution Program on Indian Reservations (FDPIR) which is a Federal program that provides commodity foods to low-income households, including the elderly, living on Indian reservations, and to Native American families residing in designated areas near reservations and in the state of Oklahoma. REIMBURSEMENT Money received from the USDA National School Lunch Program or a state Government for meals served to students in a school lunch program. REORDER QUANTITY Reorder Quantity is the number of cases on hand of the inventory item that will trigger the item to be automatically reordered. Reorder Quantity is also referred to as Reorder Level or Reorder Point. RETAIL COST Retail Cost is a higher price than what you paid for the item that you would charge a site in order to receive a profit. RUNAWAY STUDENT As defined by the Runaway and Homeless Youth Act of 1974, a student who leave home and remain away without parental permission. SCHOOL MILK PROGRAM The School Milk Program encourages consumption of milk by children who do not participate in other child nutrition programs. The federal sets a reimbursement rate annually for each half-pint of milk. Schools in the National School Lunch or School Breakfast Programs may also participate in the School Milk Program to provide milk to children in half-day pre-kindergarten and kindergarten programs where children do not have access to the school meal programs. SCHOOL SNACK PROGRAM This is an Afterschool Snack program which is reimbursed by the NSLP which gives students a nutritional boost and draws them into supervised activities that is safe, fun, and filled with learning opportunities. This reimbursable snack must contain two different components of the following four: a serving fluid of milk, a serving of meat or meat alternate, a serving of vegetable(s) or fruit(s), or a serving of whole grain or enriched bread or cereal. SEVERE NEED ELIGIBILITY Schools may receive severe need payments for free and reduced-price breakfasts when 40 percent or more of the lunches at the school in the second preceding year were served to students qualifying for free or reduced-price meals. These payments are in addition to the regular reimbursement. An additional two cents per lunch is available to LEAs which served 60 percent or more free or reduced-price lunches districtwide during the second preceding year. SERVING MODE How the system handles different methods of determining what makes a meal. SERVING PERIODS Used to define the different service times throughout the day, such as breakfast, lunch, snack and dinner. Used throughout the system for various setups, you can generate a variety of sales reports based on the serving period. SHELF LIFE The number of days an inventory item is allowed to be on the shelf before it spoils. SITE Refers to the satellite sites that are controlled by the same Central Site. Glossary 8-11

66 SITE GROUPS Used to classify sites for reporting purposes. SITE TYPES Used to classifying individual sites according to their business operation and used to set up inventory items, vendors and order processing modes specifically for their needs. TANF Refer to Temporary Assistance for Needy Families (TANF) on page TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) A program that was created by the Welfare Reform Law of 1996 that provides assistance and work opportunities to needy families by granting states the federal funds and wide flexibility to develop and implement their own welfare programs. TIER PRICING Refer to Pricing Level (Tier Pricing) on page TILL NUMBER Every day, the Till Number starts with Till 1 for each serving line. Each user on that serving line will have a different till number. A till number will never be recycled on a particular day for a particular line. Each user can have only one till open per line per day. If a user logs off before closing their terminal and someone else logs on, the new user has the ability to open their own till, process transactions and close it. Then the previous person can log back on and continue processing transactions. There is no limit to the number of tills that can be open at the same time. UNIT COST Unit Cost is the actual unit price that you paid for an inventory item. UNITED STATES DRUG AND AGRICULTURE (USDA) EQUIVALENT An USDA item marked as being a Good substitute for a purchased Good item. VENDOR STATUS Used to indicate any status that may apply to this vendor. EXAMPLE You may be required to order from a minority vendor, so any vendor of this status should be marked minority. VENDOR TERMS The payment terms that apply to your orders for accounting purposes (i.e., net 10 days). VOUCHERS Patrons use these at the point of service as payment before deducting anything cash from the patron's account(s). Either a preset dollar amount or any open amount that can be entered by the cashier at the point of service may be applied for payment of items purchased and taxes due. Typically vouchers accepted at the point of service would be collected and submitted for payment to the person who issued them. WAN Allows several geographical locations to be linked together over a computer network for the purpose of sharing and transferring information between site computers. WAVG Refer to Weighted-Average (WAVG) on page WEIGHTED-AVERAGE (WAVG) A method of costing ending inventory using a weighted-average unit cost. It is determined by dividing the total cost of Goods available for sale by the total of the number of units purchased plus those in beginning inventory. Units in the ending inventory are carried at this per unit cost Glossary

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