Using guest orders with production sites

When working with delivery points, you can use guest orders so that the headcount for these points can be entered within defined deadlines. From there, you can base your ordering and production on them.

Start from: The menu.

ATTENTION: The operation described here concerns cases where delivery points are defined as "production sites". You can verify that this is indeed the case for your sites by going to the site tree. If the site is not of Production type, please contact your administrator or the Support team.

1. CREATING THE MENU TEMPLATE AND SETTING UP THE TEMPLATE ON SITES THAT WILL NEED TO PLACE ORDERS

From the parent site:

• Select the tabs Menus > Menus.
• Create a menu template by selecting the gear wheel then the option Create a menu template.

Note: If you want to set up choice menus, it is essential to check the menu type "Choice". Attention, if you do not select this option before publishing a week of menus, then it will be impossible to go back and you will need to create a new menu template.

• Define the menu on the parent site by adding dishes to this template for the desired period.
• Duplicate the menu template on the production child sites that will need to use guest orders to place orders. To do this, select the gear wheel then the option Duplicate menus to other sites.

Note: Remember to check the box Automatically create a linked template on destination sites if it does not exist during the first duplication of the template on child sites. It is essential to check it so that the parent template is indeed the template of the parent site.

After this duplication action, the menus are visible on child sites in Menus > Menus.

2. PUBLISHING MENU WEEKS TO ENABLE ORDERS

From the parent site

• Publish the menu week by selecting Publish week XX.

Note: Remember to check the box Publish the menus of my site and its complete descendance having this menu template as parent template.

After the publication action, the menus are visible on child sites in Guest Orders > Guest Orders.

3. PLACING AN ORDER AS A GUEST FROM A PRODUCTION CHILD SITE

On child sites

• Select the tabs Guest orders > Guest orders.
• Select the date for which you want to order.

• Select Menus in the left list.

The available menus are displayed in the right part of the screen.

• Select the desired menu to place the order.

The "Add a menu" window appears on the screen.

• Indicate the quantity you want to order. If the menu is choice-based, then indicate the desired quantity on the desired dish.

• Select Add.
• Select the cart-shaped icon.

The "My cart" window appears on the screen.

• Select Order.

4. GETTING THE ORDER RESULTS TO GO INTO PRODUCTION

From the parent site

• When the deadline for orders has expired, select the tabs Guest orders > Guest orders administration.
• Select the day on which you want to retrieve the orders from child sites.
• Select Impact menus from guest orders.

The "Impact actual menu quantities" window appears on the screen.

• Check the box Also impact the actual quantities of menus ordered by child sites.

• Select Validate.

The menu headcounts on each site are modified with the total headcounts of orders by site.

• Repeat the action for each day.
• Go to the "Production" screen and use the reports made available to prepare production remembering to check the options allowing you to cumulate the headcounts of all your sites.

You can now launch order preparation calculations (see article Using the order preparation screen), production reports (see article Production screen reports), packaging and shipping taking into account site headcounts.

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Originally published at https://help.mapal-os.com/easilys/menus/menus-menus/using-guest-orders-with-production-sites/