SOIN LUNCH MENU
The SOIN Lunch Menu module allows schools to setup school lunch menus for the students. The lunch menu can be set up for a month or a particular date range. Administrators can maintain all the master information required to setup the lunch menu in this module. The Master information includes:
· details of vendors and food suppliers · menus providing to students · lunch item categories, etc.
After administrative review, parents can setup accounts and buy the lunches for their children.
1.2.1 Lunch menus: Schools either have a default menu or the selection menu for their lunch menu module:
· Default Menu: With the default menu, one lunch menu will be applicable for all the students. · Selection Menu: With the selection, the school will setup the lunch menus with all the available lunch items and it will be available to parents to select various lunch items required for their kids for each day and setup the lunch menu for their kids.
1.2.2 Lunch Menu Types: Schools may have different types of lunch menus such as monthly, quarterly or yearly.
1.2.3 Credit Card Processing:Schools have the option of allowing credit card payment processing, enabling parents to buy lunch for their children. If credit card payment is not allowed by the school, module will not display the credit card options on the parent pages.
1.2.4 Default Price for Lunch Menu: Schools have the option to charge a default price for a lunch menu.
1.3 User Access Levels
Module will be available for the following user types:
SOIN Administrators: SOIN administrators can setup and manage the lunch menus.
Parents: Parents can setup and make the payments for their kid’s lunches.
Students: Module allows students to check their lunch menu setup by school or by their parents.
Manage Lunch Menu: This link allows SOIN administrator to setup the lunch menus for the students. Link also allows administrator to setup the master data required for the lunch menu.
Lunch Menu Approval: This link allows SOIN administrator to review and approve the lunch menu so that it will be available for parents and students.
Manage Payments: This link allows SOIN administrator to clear the lunch menu payments made by the parents in cash or by check.
Reports: This link allows SOIN administrator to view and print different types of lunch menu reports.
Parents
Manage Lunch Menu: Parents to setup the lunch menu for their kids and allow making the lunch menu payments.
Students:
Lunch Menu: Link allows students to view their lunch menus setup by school or their parents.
NOTE: This document will only describe for the selection lunch menu and it is a monthly lunch menu type.
Lunch Menu Type: Overview
Schools can create many menu types, such as multiple lunch, breakfast, snack menus, etc. The ‘lunch menu type’ helps identify what type of lunch menu are planned for the students. The tab allows you to create new lunch menu types, edit or delete existing lunch menu types. If the lunch menu types are assigned to any approved lunch menu, the lunch menu type cannot be deleted.
From the Manage Lunch Menu link and click on the Lunch Menu Type tab. This page allows you to enter new lunch menu types, edit or delete existing lunch menu types.
From the ‘Manage Lunch Menu’ page, click on the ‘Lunch Menu Type’ tab. To add a new lunch menu type, enter lunch menu name in the Lunch Menu Type field. Then click on the Save button. Page will display you the messages “Record saved successfully”, and newly added lunch menu type will appear in the list.
If you click on the Reset button, all values will be reset to its original value(s) without saving
the new lunch menu type information.
2.1.2 Edit Lunch Menu Type - From the Manage Lunch Menu page, click on the Lunch Menu Type tab. To edit existing Lunch Menu Type, click on the Edit link in the Edit column to edit the lunch menu type, lunch menu type will appear in a lunch menu type box. Change the required information (enter the new lunch menu type). Click Save button.
The message “Record updated successfully” will appear.
2.1.4 Lunch Menu Type: Delete A lunch menu type can be deleted only if it is not assigned to a lunch menu. If the lunch menu has already been approved, SOIN will not allow deletion. If the lunch menu is not approved, you can remove it and then remove the lunch menu type.
1. Click on the Lunch Menu Type tab.
2. Click on the Remove link. A confirmation message will appear asking if the selected lunch menu type were to be deleted. 3. Click on Ok button to delete the selected lunch menu type or click Cancel to cancel the delete action. 4. If the selected lunch menu type is assigned to a lunch menu then a message will be displayed as: 5. Click on Ok button to acknowledge the message. The page will take you to the previous page without deleting the lunch menu type information.
Vendor(s) supply the different types of lunch items to school. Having vendors helps schools in planning and preparing food items. The tab allows you to create new vendor, edit or delete existing vendors.
From the Manage Lunch Menu link, click on the Vendors tab
2.2.1 Vendors: Create From the Manage Lunch Menu link, click on the Vendors tab.
To Add new Vendor:
1. Enter vendor information in the respective fields.
2. Click on the Save button.
3. Page will display you the messages “Record saved successfully”, and newly added vendor will appear in the list.
OR 4. Click on the Reset button to reset all values to its default value(s) without saving the vendor information.
2.2.2 Vendors: Edit From the Manage Lunch Menu link, Click on the Vendors tab.
To Edit existing Vendor: 1. Click on the Edit link in the Edit column to edit the vendor information, vendor information will appear in a respective text boxes. 2. Change the required information (enter the new vendor). 3. Click Save button. 4. Page will display you the message, “Record updated successfully” and the updated vendor information will appear in the list.
OR
5. Click on Reset button, It will reset all values to its default value(s) without updating the vendor information.
Vendors cannot be deleted if an Item which vendor is supplying is already assigned to any approved lunch menu. In order to delete a vendor, their items will have to be removed from the lunch menu before a vendor can be deleted.
1. Click on the Vendors tab.
2. Click on the Remove link. A confirmation message will appear asking if the selected vendor were to be deleted.
3. Click on Ok button to delete the selected vendor or click Cancel to cancel the delete action.
4. If the selected vendor is assigned to a lunch item, then a message will be displayed that the vendor cannot be deleted
5. Click on Ok button to acknowledge the message. The page will take you to the previous page without deleting the Vendor information.
A school can categorize the lunch items in different types of food. Having food categories helps schools plan and prepare their menus. The Food Categories tab allows you to search food categories, add a new food category, edit or delete existing food categories.
If a food item is already assigned to the food category, the food category cannot be deleted. In order to delete the food category, all food items will have to be removed from the lunch menu before a food category can be deleted.
From the Manage Lunch Menu link, click on the Food Categories tab
2.3.1 Food Categories: Create From the Manage Lunch Menu page, click on the Food Categories tab.
To Add new Food Category:
1. Enter the food category in the food category field.
2. Click on Save button.
3. Page will display you the messages “Record saved successfully”, and newly added food category will appear in the list.
OR
4. Click on Reset button, It will reset all values to its default value(s) without saving the food category.
To Edit existing Food Category:
Click on the Edit link in the Edit column to edit the food category information, food category will appear in a food category field. Change the food category (enter the new food category).
1. Click Save button.
2. Page will display you the message, “Record updated successfully” and the updated food category will appear in the list. OR 3. Click on Reset button, It will reset all values to its default value(s) without updating the food category.
2.3.3 Food Categories: Delete - A Food Category cannot be deleted if an Item is already assigned to the food category. In order to delete the food category, the items will have to be removed before food category can be deleted.
1. Click on the Food Categories tab.
2. click on the Remove link. A confirmation message will appear asking if the selected food category were to be deleted. 3. Click on Ok button to delete the selected vendor or click Cancel to cancel the delete action. 4. If the selected food category is assigned to a lunch item then a message will be displayed as: 5. Click on Ok button to acknowledge the message. The page will take you to the previous page without deleting the Food Category.
A Lunch Menu can be setup using the different types of food items. The Food Items tab allows you to search food category, add new food category, edit or delete existing food category. The Food Items tab also allows you to assign or remove item image. You can also view the item image assign to the food items.
If the lunch items are assigned to any approved lunch menu, the lunch items cannot be deleted. Lunch menu need to be deleted before it is approved, before a lunch items can be deleted.
From the Manage Lunch Menu link, click on the Food Items tab.
2.4.1 Food Items: Create From the Manage Lunch Menu link, Click on the Food Items tab.
To Add new Food Items:
1. Select Food Category in which you want to add the food item.
2. Select Vendor from which you are buying the food item. 3. Enter other item information in the respective fields. 4. Click on Save button. 5. Page will display you the messages “Record saved successfully”, and newly added food item will appear in the list. OR 6. Click on Reset button, It will reset all values to its default value(s) without saving the food items information. To Edit existing Food Category:
1. Click on the Edit link in the Edit column to edit the food items information, food item information will appear in respective fields. 2. Change the required food item information (enter new food item information).
3. Click Save button.
4. Page will display you the message, “Record updated successfully” and the updated food item will appear in the list. OR 5. Click on Reset button, It will reset all values to its default value(s) without updating the food item information.
Food Item cannot be deleted if the food items are assigned to any approved lunch menu. Lunch menus cannot be deleted once it has been approved.
1. Click on the Food Items tab. 2. click on the Remove link. A confirmation message will appear asking if the selected food item were to be deleted. 3. Click on Ok button to delete the selected food item or click Cancel to cancel the delete action. 4. If the selected food item is assigned to a approved lunch menu then a message will be displayed as: 5. Click on Ok button to acknowledge the message. The page will take you to the previous page without deleting the Food Item.
The items which are have associated images will display the Remove link in the ‘Assign Image’ column and the items which are having item image will display the Assign link in the Assign Image column.
From the Manage Lunch Menu link, Click on the Food Items tab. Click on the Assign link in Assign Image column to assign item image, it will display the page from which you can select the item image and assign it to the selected food item. Check the select box next to the desired image and click on the ‘Assign’ button.
1. Check the Image check box present below the item image you want to assign for selected item 2. Click on Assign button. 3. Page will display the message that the image has been assigned successfully. 4. Click on Ok button to acknowledge the message. The page will take you to the previous page and the Assign link will change to Remove for the selected image so that if you want you can remove the item image and assign again as per requirement.
1. Click on the Remove link in Assign Image column to remove item image
2. Page will display the message that the Image has been removed 6. Click on Ok button to acknowledge the message. The page will take you to the previous page and the Remove link will change to Assign link for the selected image so that you can assign item image again.
This page allows you to setup the lunch menu for each division. You cannot create multiple lunch menus for a single division for same date range. A Lunch Menu cannot be deleted if it has been approved by an administrator. After administrative approval, it cannot be deleted.
This is a search page where you can search lunch menu for a particular lunch menu type, for the particular division or by selecting a date range.
Search Options: 1. To search a particular lunch menu type. Select the Lunch Menu Type in the Lunch Menu Type dropdown. 2. To search for a particular division. Check the check box present in front of the Division name. 3. To search for the particular date range. Select Date From using the calendar control.
1. From Manage Lunch Menu link, select Lunch Menu tab. 2. Click Add Menu button. 3. Select Lunch Menu Type in Lunch Menu Type dropdown. 4. Select Division for which you want to setup the lunch menu 5. Select the month for which you want to setup the lunch menu for the selected division. 6. Click on Save button. 7. Page will display the message "Record Successfully Saved" 8. Click on Ok button to acknowledge the message. The page will take you to the previous page.
2.5.2 Lunch Menu: Assign Items To setup the lunch menu you need to assign the food items to the lunch menu you have created. This Page allows you to assign or edit the food items for the selected lunch menu. You can Edit the lunch menu if it is not approved by an administrator. 1. Select the Lunch Menu tab. 2. Select Items link to assign food items to lunch menu. 3. Check the Items check box in each day. OR 4. Select the Items for any one of the day and click on the Copy to All Similar Days button, page will select same items for all other similar days. 5. Select Save button. 6. Page will display the message "Record Successfully Saved" 7. Click on Ok button to acknowledge the message. The page will take you to the same page with your item selection. 8. Click on Back to go to the previous page
2.6 Lunch Menu Approval This page allows administrators to approve or reject the lunch menu before it will available to parents. You can search for lunch menus for a particular Division, for particular Status, for Lunch Menu Type or selecting a date range.
Search Options: 1. Select Division to search the lunch menu for particular division. 2. Select Status to search lunch menu of specific status. 3. Select Lunch Menu Type to search lunch menu of specific lunch menu type. 4. Select the From Date to search lunch menu for specific date range.
2.6.1 To Approve the Lunch Menu: 1. Click on Lunch Menu Approval Link. 2. Check the Select box of the ‘Pending’ lunch menu. 3. Click on Approve button. 4. A message stating “Menu Approved Successfully” will appear. Click on Ok button to acknowledge the message. The page will take you to the same page and page will display the status of the lunch menu as Approved.
2.6.2 To Reject the Lunch Menu: 1. Click on Lunch Menu Approval Link. 2. Select Check box of the Pending lunch menu. 3. Enter the Rejection reason in Reason text box for selected lunch menu 4. Click on Reject button. 5. Page will display the message, “Menu rejected Successfully”. 6. Click on Ok button to acknowledge the message. The page will take you to the same page and page will display the status of the lunch menu as Rejected.
2.6.3 Manage Payment: This link allows you to manage lunch menu payments. Administrators can clear cash and check payments received from the parents.
Clear Cash or Check Payments:
1. Click on the Manage Payment Link. 2. Select check box in the select column for the pending payments, 3. Click on Cleared button. 4. Click on Ok button to acknowledge the message. The page will take you to the same page and page will display the status of the payment as Received.
Click on the Reports link. The link allows you to view the lunch menu reports. Following are the available lunch menu reports: 1. Menu Information 2. Item Information 3. Payment Information 4. Lunch Item by Vendor 5. Lunch Item by Student
2.7.1 Reports - Menu Information: This report shows lunch menus setup for the students.
1. Select Menu Information in the Report dropdown. 2. Click on Next button. 3. The Page will display Date from and Date To with the default values of current months date range. Select the one for which you want to view the menu information and click on the Search button. 4. Select Lunch Menu Type in lunch menu type dropdown. 5. Select Division in division dropdown 6. Enter Last Name of the student for which you want to view the report and click on Search or Print button. OR 7. Select Grade in the Grade column. 8. Click on Search button to see the report. Page will show you the student menu information on same page. OR 9. Click on Print button. It will display the report in the PDF format.
2.7.2 Reports - Item Information: This report shows detail information about the items like in which food category it is belong to along with the caloric information.
1. Select Item Information in the report dropdown. 2. Click on Next button. 3. Select Item Type in the item type dropdown. 4. Click on Print button. It will display the report in the PDF format.
2.7.3 Reports - Payment Information: This report shows payment details made by the parents 1. Select Payment Information in reports dropdown. 2. Click on Next button. 3. Select Division in the division dropdown for which you want to check the payments. Or 4. Select Parent in the parent dropdown to view the payment details of selected parent. Or 5. Select Payment Status in payment status dropdown if you want to view payments for a specific status Or 6. Select ‘Date From’ and ‘Date To’ to view the payments between selected date range. 7. Click on Search button, the page will display the payment details on the same page for selected criteria. Or 8. click on Print button. It will display the report in the PDF format.
2.7.4 Reports - Lunch Item by Vendor: This report shows the lunch items required for each month along with its vendor name. 1. Select Lunch Items by Vendor in reports dropdown. 2. Click on Next button. 3. Select Item in item dropdown. 4. Select Month in month dropdown. 5. Click on Search button, page will display the Item required for the selected month along with the vendor. OR 6. Click on Print button, It will display the report in the PDF format.
2.7.5 Reports - Lunch Item by Student: This report shows the lunch items required for each month along with Student 1. Select Lunch Items by Vendor in reports dropdown. 2. Click on Next button. 3. Select Item in item dropdown. 4. Select Month in month dropdown. 5. Click on Search button, page will display the Item required for the selected month along with the vendor. OR 6. Click on Print button, It will display the report in the PDF format. 2.8 MANAGE LUNCH MENU IMAGES- This Module allows you to upload the item images to the web site. These item images you can use to assign image to each item while entering the food items at the time of creating a lunch menu.
To upload the lunch menu item images:
Banks are the classification by which your school accepts the check payment from the parents for their kid’s lunch menus.
To create a bank:
1. Click on the Bank tab. 2. Enter bank name in the bank name text box. 3. Click on Save button. 4. Page will display a message, Record saved successfully and the newly added bank will appear in the list
To Edit an existing Bank:
1. Click on the Edit link in the Edit column to edit the bank.
2. Change the bank name. 3. Click on Save button. 4. A message “Record updated successfully will be displayed and the bank name change will reflect in all the pages.
A bank can be deleted only if it is not associated with parental payment. In order to delete a bank it should not be associated with the lunch menu payments.
1. Click on Bank tab. 2. Click on the Remove link in the remove column to delete the bank. A confirmation message will appear asking if the selected the bank were to be deleted. 3. Click on Ok button to delete the selected bank or click Cancel to cancel the delete action.
3.0 PARENT GUIDE TO SOIN LUNCH MENU
3.1 Manage Lunch Menu- The Manage Lunch Menu page allows parents to view the menu, select them and make payments for their kids’ meals.
Search Option: Select Student, Menu Type and Date Range in the various dropdown to search lunch menu for selected student. Then click the ‘Search’ button.
To Manage the Lunch Menu: Click on the Manage Lunch Menu Tab.
Select “Items” link in the manage items column to setup the lunch menu.
In the Apply to Children field, you will get other students from the same family in the same division displayed to copy the selected choices. The students’ check box is by default selected so that the lunch menu you are setting up will also apply to those students. 1. Select the items for each day. 2. Click on Save button. 3. Page will display message as: Click on Ok button to acknowledge the message. You will be returned to the Lunch Menu page.
Parents can manage payments form the SOIN Lunch Menu after selecting the menu choices.
To make a payment, select Manage Lunch Menu tab, then click on the Payment link under the payment column to make the lunch menu payment.
Select payment option radio button: cash, check or credit card. Select the check box in pay for option for the student which you want to pay.
Cash Payment:
Select cash radio button in the Payment column. The page will display the payment summary. Enter payment amount and click on ‘Save’. The page will display message as “Record saved successfully.” The page will take you to the same page and the status will be displayed as “Pending”. Once a school administrator receives the payment, he or she will update the status to Received.
Payment: Check
Select check radio button and the page will display the check payment summary page.
Enter the Check #, bank, account# and amount, and then click on the Save button. You will see the message that the Record is saved successfully.
The status will display as “Pending”. Once a school administrator receives the payment, he or she will update the status to Cleared.
Click on the Reports tab. Page will allow you to view and print the lunch menu reports. Following are the available lunch menu reports for parents: · Menu Information · Item Information · Payment Information
This report shows lunch menus details of the students. Select Menu Information in the Report dropdown and click on the Next button.
Select Student in the student dropdown. Select Lunch Menu Type, Date From and Date To from the lunch menu type dropdown. Click on Search to return the results. Click on Print button to display the report in the PDF format. This report shows detail information about the items like in which food category it is belong to along with the caloric information. Select Item Information in the reports dropdown and click on the Next button. Select Item Type in the item type dropdown. Click on Print button to print the report in PDF format.
This report shows details about the payments made by parents for their kid’s lunch menus. Select Payment Information in the report dropdown. Then, click on Next button. Select Date From and Date To then click on Search button to see the report. Click on Print button to print the report in the PDF format.
Click on Lunch Menu link. This Lunch menu page opens, displaying the current Month-Year. Select the desired Month-Year then select Menu Type in the menu type dropdown. Click on Print button to print lunch menu in the PDF format.
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