The School Food Service Director

The School Food Service Director Product Setup Section

Table of Contents

General Product Setup Concepts and Strategies...... 2 Step By Step Guide For Screen Definitions and Data Entry Packaging Types...... 3 Product Types...... 4 Product Groups...... 6 Product Category Groups...... 8 Product Categories...... 11 Production Types...... 15 Storage Types...... 16 Product Specifications...... 17 Product Specification Detail...... 19 Vendor Information...... 22 Vendor Type...... 24 Vendor Detail...... 25 Approved Products...... 27 Approved Product Detail...... 29 Sample Product Setup Reports

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General Product Setup Concepts and Strategies

Users of the School Food Service Director software products will primarily be concerned with setting up products before other software modules can be used. It is extremely important to organize products in a hierarchical format as the Product Grouping Example 1 figure displays below. Products must be organized and described for ease of retrieval and instant recognition by the software users. Because this task is so cumbersome, Visual Solutions installs product detail with the software installation. All installed products can be deleted and the user may start from scratch if it is more convenient to do so. Visual Solutions has taken great care to organize a set of products that should meet the needs of the School Food Service Industry.

Because Visual Solutions has included a set of products with the School Food Service Product Setup software module, getting started using the software will be simplified. Users will first need to setup vendors or distributors. Next users should be able to locate items in Approved Products, enter the brand specific information if it not already available, enter in pricing, and then start using the other software modules. The Specification Worksheet report is a useful tool for users to match products currently being used to product specifications.

The product setup is included with all School Food Service Director software modules including: Bid Evaluation, Purchasing, Inventory Management, Commodities Allocation, Meal Planning, Production, and Warehouse Management.

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Packaging Types

Packaging Types are used to choose how products are packaged and distributed. Some examples of packaging types are cases, gallons, and ounce.

Step 1: From the Product Setup module, click on the Packaging Type menu option. Step 2: Packaging types are a unit of measure to describe how products are delivered, bid, or distributed. To Add: Additional Packaging Types may be added to the blank row at the bottom of the listed Packaging Types. To Modify: Packaging Types descriptions may be modified by selecting the description and typing over the existing text. To Delete: Packaging Types descriptions may be deleted by selecting the description and clicking the Delete button on the displayed screen. Step 3: Button Clicks a. Close: Closes the form without saving any changes b. Help: Brings up the online help information for this form c. Delete: Deletes the selected packaging type from the database. If the packaging type is in use, it may not be deleted. d. Print: Allows the user to send data to the printer after previewing it on the screen. e. Update: Saves changes to the database. Users must click OK to verify the database change.

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Product Types Product Types are the primary grouping of products. Purchased Foods, Chemical and Cleaning Supplies, and Paper Products are common Product Types. The School Food Service Director software is installed with a default set of Product Types as the following table defines:

The School Food Service Director software contains product descriptions for the following Product Types: PURCHASED FOODS: The Purchased Foods product type is the primary grouping for products ordered for food product preparation. A School Food Authority utilizing the School Food Service Director software would have a primary distributor or multiple distributors delivering products under this product type, normally on a weekly or bi-weekly bases. BREAD: The Bread product type is the primary grouping for bread products. Products delivered under this product type are normally delivered daily or bi-weekly by a unique bread manufacturer or manufacturer distribution network. School Food Authorities participating in consortium purchasing groups will usually manage the Bread product type local to the SFA due to the distribution network limitations of bread products. MILK – FLUID: The Milk product type is the primary grouping for Dairy / Milk products. Products delivered under this product type are normally delivered daily or bi-weekly by a unique dairy manufacturer or manufacturer distribution network. School Food Authorities participating in consortium purchasing groups will usually manage the Dairy / Milk product type local to the SFA due to the distribution network limitations of dairy products. CLEANING SUPPLIES: The Cleaning Supplies type is the primary grouping for chemical and cleaning supplies products. Products delivered under this product type are normally delivered weekly, bi-monthly, monthly, or as needed. School Food Authorities may obtain delivery of the majority of these products through the normal distribution network. School Food Authorities may also require special agreements with specific distributors due to chemical needs for special equipment. FOOD PREPARATION PRODUCTS: The Food Preparation Products type is the primary grouping for products used on the serving line or in the consumption of food. The products that are grouped under this product type are normally paper and plastic. School Food Authorities may obtain delivery of the majority of these products through the normal distribution network or may find it advantageous to obtain pricing from specialized paper distribution services. Products delivered under this product type are normally delivered weekly, bi-monthly, monthly, or as needed.

Products Types are used to:  Generate Bid documents and cycles (Note: If the Bid Evaluation software is used, the Product Type must be assigned to a Bid Session)  Distinguish distributors and distribution services  Create an ordering and delivery schedule  Determine if products may be ordered outside of any formal bid process for specific product types (Special Order)

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Product Types

Step 1: From the Product Setup menu option, click on the Product Type icon Step 2: All product types have a description that describes a type of product. To Add: Additional Product Types may be added to the blank row at the bottom of the listed Product Types. To Modify: Product Types descriptions may be modified by selecting the descriptions and typing over the existing text. Step 3: Assign a yes or no to each type to determine whether or not this type can be special ordered. A special order type can be ordered without going through a bid process. Step 4: Button Clicks a. Close: Closes the form. b. Help: Brings up the online help information for this form. c. Delete: Deletes the selected product type from the database. If the product type is in use, it may not be deleted. d. Print: Allows the user to send data to the printer after previewing it on the screen. e. Update: Saves changes to the database.

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Product Groups

Product Groups are the secondary group for products. Products are placed in a Product group so that they may easily be located throughout the School Food Service Director software modules. Generally, a product group will have numerous Category Groups and Categories underlying this defined Product Group.

The School Food Service Director software contains product descriptions for the following Product Groups: BAKERY PRODUCTS BEVERAGES AND FRUIT JUICE BREADS CHEESE AND DAIRY DESSERTS AND SNACKS ENTREES AND PREPARED FOODS FATS, OILS, STAPLES FOOD PREP CONTAINER, UTENSILS FOOD PREP SANITATION FRUIT AND VEGETABLES MEATS MILK-FLUID PAPER PRODUCTS SANITATION AND CLEANING SUPPLIES

Products Groups can be used to:  To index ordering and inventory guides for schools (Print the screen and cut the report to create tab labels for a order and inventory book)  To easily identify the group of products in which a particular product can be located.

Product Group Example 1 Product Group FOOD PREP CONTAINERS, UTENSILS, AND SANITATION

FOOD CONTAINERS AND UTENSILS FOOD PREP SANITATION

CUPS, LIDS, AND STRAWS FOOD CONTAINERS UTENSILS FOOD PREP SANITATION

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Step 1: From the Product Setup module, click on the Product Group icon

Step 2: Product Groups have a description that describes a group of products. To Add: Additional Product Groups may be added to the blank row at the bottom of the listed Product Groups. To Modify: Product Group descriptions may be modified by selecting the descriptions and typing over the existing text.

Step 3: Button Clicks a. Close: Closes the form b. Help: Brings up the online help information for this form c. Delete: Deletes the selected Product Group from the database. If the Product Group is in use, it may not be deleted. d. Print: Allows the user to send data to the printer after previewing it on the screen. e. Update: Saves changes to the database.

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Product Category Groups

Category Groups are the third layer of grouping for products. Products are placed in a Category Groups so that they may easily be located throughout the School Food Service Director software modules. Generally, a Category Group will have numerous Category Categories underlying this defined Category Group.

Category Groups can be used to:  To easily identify the group of products in which a particular product can be located.  Sort and narrow product searches  To sub - index Product Groups in ordering and inventory guides for schools (Print the screen and cut the report to create tab labels for a order and inventory book)

Product Group Example 1

FOOD PREP CONTAINERS, UTENSILS, AND SANITATION Category Group FOOD CONTAINERS AND UTENSILS FOOD PREP SANITATION

CUPS, LIDS, AND STRAWS FOOD CONTAINERS UTENSILS FOOD PREP SANITATION

The Product Setup Section of this manual contains a complete report of Product Types, Product Groups, Category Groups, and Categories. Locate this report to become familiar with the pre-defined Category Groups installed with the School Food Service Director software products.

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Product Category Groups

Step 1:From the Product Setup module, click on the Product Category Groups icon Step 2:All product category groups have a description that a product category can belong. To Modify: a. Double Click the appropriate Product Category Group and continue with b (below) To Add: a. Click the Add New button and continue with b (below)

b. The following screen will be displayed:

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c. Enter any modifications by selecting the text and overwriting the existing text . To Add a new record enter the appropriate description in the Category Group Name. d. Select the appropriate Product Group from the drop box by clicking the down arrow on the Product Group box. e. Button Clicks Close: Close the form Help: Brings up the online help information for this form Update: Saves the changes Step 3: Button Clicks a. Close: Closes the form b. Help: Brings up the online help information for this form c. Delete: Deletes the selected product category group from the database. If the product category group is in use, it may not be deleted. d. Delete All: Deletes all of the product category groups that appear in the grid. It is recommended that you only use this if you have filtered the grid down to the product category groups you want to delete. e. Print: Allows the user to send data to the printer after previewing it on the screen. f. Add New: Brings up the detail information form. Step 4: Right Click Events Place the cell pointer on the cell containing the information to be matched, click the right mouse button, and click an option. a. Filter by selection – This option selects records matching the selected criteria. b. Filter Excluding Selection – This option selects records not matching the selected criteria. c. Custom Filter – This option allows the user to create custom information for filtering records. d. Sort by Selection – This option sorts records Ascending or Descending by the selection of the user. e. Release Sort/Filter – This option releases all sort or record selection criteria applied by the user. .

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Product Categories

Product Categories are the last layer of grouping for products. Products are placed in a Product Category that uniquely identifies the location of products within the School Food Service Director software modules. An unlimited number of products may be assigned to each Product Category. The goal of grouping products in Product Categories is to limit the number of products that would be included in any given category. Limiting the number of products belonging to any given category allows users to easily locate a specific product within software screens or printed reports.

Product Categories can be used to:  To locate a specific product  Sort and narrow product searches

Product Group Example 1

FOOD PREP CONTAINERS, UTENSILS, AND SANITATION

FOOD CONTAINERS AND UTENSILS FOOD PREP SANITATION

CUPS, LIDS, AND STRAWS FOOD CONTAINERS UTENSILS FOOD PREP SANITATION

Product Product Product Product Category Category Category Category The Product Setup Section of this manual contains a complete report of Product Types, Product Groups, Category Groups, and Categories. Locate this report to become familiar with the pre-defined Categories installed with the School Food Service Director software products.

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Product Categories

Step 1: From the Product Setup module, click the Product Categories icon

Step 2: The categories are grouped by category group, group, and type. To Modify: a. Double Click the appropriate Product Category Group and continue with b (below)

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To Add: a. Click the Add New button b. Enter a category name by clicking in the text box and keying the Description c. Assign the category to a Product Group from the drop box. Select the down arrow on the Product Group, scroll through the list to find the appropriate Product Group description, click the appropriate description. d. Assign the category to a Product Category Group from the drop box. Select the down arrow on the Product Category Group, scroll through the list to find the appropriate Product Category Group description, click the appropriate description. e. Assign the category to a Product Type from the drop box. Select the down arrow on the Product Type, scroll through the list to find the appropriate Product Type description, click the appropriate description. f. Assign the category to an Expense Name from the drop box. Select the down arrow on the Expense Name, scroll through the list to find the appropriate Expense Name description, click the appropriate description. g. Button Clicks i. Cancel: Close the form without saving any changes ii. Help: Brings up the online help information for this form iii. Update: Saves the changes and closes the form Step 3. Button Clicks

a. Close: Closes the form b. Help: Brings up the online help information for this form c. Delete: Deletes the selected product category from the database. If the product category is in use, it may not be deleted. d. Delete All: Deletes all of the product categories that appear in the grid. It is recommended that you only use this if you have filtered the grid

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down to the product categories you want to delete. e. Print: Allows the user to send data to the printer after previewing it on the screen. f. Add New: Brings up the detail information form.

Step 4: Right Click Events. Place the cell pointer on the cell containing the by information to be matched, click the right mouse button, and click an option.

a. This screen can be filtered or sorted description, category group, group, or type b. Filter by selection – This option selects records matching the selected criteria. c. Filter Excluding Selection – This option selects records not matching the selected criteria. d. Custom Filter – This option allows the user to create custom information for filtering records. e. Sort by Selection – This option sorts records Ascending or Descending by the selection of the user. f. Release Sort/Filter – This option releases all sort or record selection criteria applied by the user.

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Production Types

Production Types are used to identify how products are used throughout software modules within the School Food Service Director. Production types are used primarily in the Menu Production module. Production Types are identified by product. Users can define an unlimited number of Production Types.

Step 1: From the Product Setup module click the Production Types icon. Step 2: To add a new production type, enter the production type description in the blank row at the bottom of the grid. Step 3:Button Clicks a. Close: Closes the form b. Help: Brings up the online help information for this form c. Delete: Deletes the selected production type from the database. If the production type is in use, it may not be deleted. d. Print: Allows the user to send data to the printer after previewing it on the screen. e. Update: Saves the changes

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Storage Types

Storage Types are used to identify where products are stored or located within the facility receiving shipments of products. Users can define an unlimited number of Storage Types. Generally, products are dry, refrigerated, or frozen storage. Storage Types may be a specific BIN location for warehouse storage, if desired. Storage Types are used extensively in the School Food Service Director Warehouse Management module.

Step 1: From the Product Setup module click the Storage Types icon. Step 2: To add a new storage type, enter the storage type description in the blank row at the bottom of the grid. Step 3: Button Clicks a. Close: Closes the form b. Help: Brings up the online help information for this form c. Delete: Deletes the selected storage type from the database. If the storage type is in use, it may not be deleted. d. Print: Allows the user to send data to the printer after previewing it on the screen. e. Update: Saves the changes

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Product Specifications

Product Specifications contain crucial information about each product used throughout software modules of the School Food Service Director software. Product Specifications identify characteristics of each product with information such as the product description, bid specification, approved brand(s), packaging sizes, and other information necessary to uniquely identify products.

Step 1: From the Product Setup module click the Product Specifications icon. Step 2: The item number, description of the product, category, group and type to which the product belongs are displayed on the grid. Step 3: To Add or Modify Specifications See Specification Record Detail Step 4: Right Click Events. Place the cell pointer on the cell containing the information to be matched, click the right mouse button, and click an option. a. This screen can be filtered or sorted by item number, description, category, group, or type b. Filter by selection – This option selects records matching the selected criteria. c. Filter Excluding Selection – This option selects records not matching the selected criteria.

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d. Custom Filter – This option allows the user to create custom information for filtering records. e. Sort by Selection – This option sorts records Ascending or Descending by the selection of the user. f. Release Sort/Filter – This option releases all sort or record selection criteria applied by the user. Step 5: Button Clicks a. Close: Closes the form without saving any changes b. Help: Brings up the online help information for this form c. Delete: Deletes the selected specification from the database. If the specification is in use, it may not be deleted. d. Delete All: Deletes all of the specifications that appear in the grid. It is recommended that you only use this if you have filtered the grid down to the specifications you want to delete. e. Print: Allows the user to send data to the printer after previewing it on the screen. f. Add New: Brings up the detail information form.

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Product Specifications Detail

The following screen appears when users what to modify or add new records to Specifications. Records can be added by selecting the Add New button from the Specifications list screen. Records may be modified by double clicking the mouse pointer on the record to be modified.

Step 1: Double click a product specification form or click the add-new button on the product specification. Step 2: Choose the Product Category from the drop down box that will be associated with this product. The product type for this product will automatically be assigned to the Product Type that is associated with the Category you choose. Product Category: The last layer of grouping for products. Products are placed in a Product Category that uniquely identifies the location of products within the School Food Service Director software modules. An unlimited number of products may be assigned to each Product Category. The goal of grouping products in Product Categories is to limit the number of products that would be included in any given category. Limiting the number of products belonging to any given category allows users to easily locate a specific product within software screens or printed reports. Product Categories can be used to:  To locate a specific product  Sort and narrow product searches Step 3: Enter in a Usage amount if known. Usage: The usage text area is used to enter initial estimated quantities to be purchased from distributors and can be updated to reflect quantities ordered through a School Food Service Utility function in the Purchasing module. Step 4: Choose the Production Type from the drop down box that will be associated with

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this product. Production Types: Production Types are used to identify how products are used throughout software modules within the School Food Service Director. Production types are used primarily in the Menu Production module. Users can define an unlimited number of Production Types. See Production Type entry for more information. Step 5: Choose the Storage Type from the drop down box that will be associated with this product. Storage Types: Storage Types are used to identify where products are stored or located within the facility receiving shipments of products. Users can define an unlimited number of Storage Types. Generally, products are dry, refrigerated, or frozen storage. Storage Types may be a specific BIN location for warehouse storage, if desired. Storage Types are used extensively in the School Food Service Director Warehouse Management module. Step 7: Enter a Description of this product. The Description is a shortened description of the more detailed Specification description. The description must uniquely identify items. For instance: Cups, Drink, 16 oz, Foam, White and Cups, Drink, 6 oz, Foam, White uniquely identify each particular cup for purchasing, inventory maintenance, and other School Food Service Director modules. Step 8: Enter in a Specification Description for the product. The Specification Description is a detailed description for use in the bid evaluation module to uniquely identify products with all the necessary information for distributors to bid. The specification description must contain any and all necessary product standards (allowable and disallowed) that will be accepted or not accepted on the bid evaluation. For instance: Chicken Nugget, breaded, Precooked, IQF,breast with rib meat, dried whole egg acceptable, no vpp, fat not to exceed 15 gm per serving, NO fritter style products, NO MSP, 4-6 nuggets per serving, CN labeled to provide minimum 2 oz meat/meat alternate Step 9: Enter all information for all approved brands that are associated with this product. The example sited is Breaded Chicken Nuggets by Tyson Foods. The Breaded Chicken nuggets are packaged as 480 .5 oz Breaded Chicken Nuggets per case from which 5 nuggets will yield 1 meat / meat alternative Brand Name: The manufacturer brand name that have been identified to meet the specification description. Example: Tyson Delivery Quantities: The number of delivery containers per total price, usually one. (Example: 1 case delivered for total price) Delivery Container: The delivery container type, usually Case. (Example: 1 case delivered for total price) Quantity: The quantity of units in the delivery container. (Example: 1 Case of Quantity 480 units) Pack Size: The Package size of the Quantity units (Example: 1 Case of Quantity 480 .5 ounce units)

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Pack Type: The Package type of the Quantity units (Example: 1 Case of Quantity 480 .5 Ounce units) Yield Quantity: The Yield Quantity of units within the delivery container. (Example: 1 Case of Quantity 480 .5 Ounce units will yield 480 / 5 nuggets per serving so Yield Quantity = 96) Yield Pack Size: The Yield Package Size of the Yield Quantity units. (Example: 1 Case of Quantity 480 .5 Ounce units will yield 480 / 5 nuggets per serving so Yield Quantity = 96 1 Count servings.) Yield Pack Type: The Yield Package type of the Yield Quantity units. (Example: 1 Case of Quantity 480 .5 Ounce units will yield 480 / 5 nuggets per serving so Yield Quantity = 96 1 Count servings.) Manufacturer Number: The manufacturer id number that will uniquely identify the brand specific product. UPC Code: Universal Product Code is a unique product identification number found on most product labels, represented by bar and number codes. SCC Code: Standard Container Code is a unique product identification number found on most product labels, represented by bar and number codes.

Step 10: Button Clicks a. Close: Close the form b. Help: Brings up the online help information for this form c. Delete Brands: Deletes the brand that is selected in the grid. d. Print: Allows the user to send the data to the printer after previewing it on the screen. e. Update: Saves the changes

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Vendor Information Vendor List

The Vendor Information screens allow users of the School Food Service Director software modules to maintain information concerning vendors. Vendors having been added in NFSMI FUNDamentals are immediately available for use in any of the vendor maintenance screens. Vendors are classified by type. Users may define an unlimited number of Vendor Types. Users may also track an unlimited number of vendors. The following screen is the Vendor List screen and is displayed from the Product setup Vendor image:

Step 1: From the Product Setup module you can click on the Vendors icon. Step 2: Users may track Vendor information in Detail or just simply by name. To ADD a Vendor Name without Detail: Move to the blank line and enter Vendor Number, Vendor Name, Company Name, and select from the Vendor Types. To MODIFY Vendor Name without Detail Move to the appropriate Vendor line and enter Vendor Number, Vendor Name, Company Name, and select from the Vendor Types. Step 3: For Vendor Detail information you can double click the row of any vendor and view detail information about that vendor. See Vendor Detail. Step 4: Button Clicks a. Update: Saves all changes to the form

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b. Delete: Deletes the vendor selected in the grid c. Help: Brings up the online help information for this form d. Close: Closes the form

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Vendor Information Vendor Type The following Vendor Types are already included on the installation of The School Food Service Director software. Users may add and delete from these type by following the instructions below:

Step 1: From the Product Setup module you can click Vendor Types Step 2: To ADD a Vendor Type Move to the blank line and enter Vendor Type Description, mark the type as inactive only if type is not to be displayed in the School Food Service Director software To MODIFY aVendor Type Move to the appropriate line and enter Vendor Type Description, mark the type as inactive only if type is not to be displayed in the School Food Service Director software Step 3: Click Update to save modifications Step 4: Button Clicks a. Update: Saves all changes to the form b. Delete: Deletes the vendor type selected in the grid c. Print: Prints the information displayed on the screen d. Help: Brings up the online help information on this form e. Close: Closes the form without saving information

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Vendor Information Vendor Detail

Step 1: Double click on a vendor from the vendors list form. Step 2: Verify the vendor name and company name. Step 3: Enter in contact information a. Title: Mr., Mrs., Ms. b. First name c. Middle Initial d. Last name e. Email address f. Phone number g. Fax number

Step 3:Enter in address information Step 4:Enter in alternate address information or if the alternate is the same as the original information, click the copy button. The alternate address may be printed on some

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reports Step 5:Assign a vendor type. The vendor types that appear in the drop box are the ones the user sets up on the vendor type form. (See Vendor Type) Step 6: Assign payment terms from the drop down box. Step 7: Select the account that will be used for this vendor from the drop box Step 8: Enter in a credit limit in the credit limit box. Step 9: Choose your default transaction distribution categories for deposits and expenditures. Step 10: If this vendor is to receive an IRS form 1099 check the 1099 box. Step 11: To set this vendor as inactive, click the inactive box. Step 12: Button Clicks a. Add: Brings up a blank form and allows the user to add a new vendor b. Update: Saves all changes to the form and closes the form c. Delete: Deletes the vendor and closes the form d. Help: Brings up the online help information for this form e. Close: Closes the form without saving any information to the database

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Approved Products Information Approved Products List

The Approved Products Information screens allow users of the School Food Service Director software modules to maintain information concerning products that can be purchased in the purchasing module, maintained in the warehouse and inventory modules. The following screen is the Approved Products List screen and is displayed from the Product Setup Approved Products image.

Step 1: From the Product Setup module click the Approved Products icon. Step 2: The identifying information about each approved product appears in the grid. Users can view the item number, product description, vendor name, session description, and region name for each approved product in the database. Step 3: Double-click a row in the grid to see the detail information form. See Approved Products Detail Step 4: The form can be filtered by either the right click event or choosing from the drop down boxes on the bottom of the form. The drop down boxes allows the user to filter by type, group and/or category. Step 5: Right Click Events. Place the cell pointer on the cell containing the information to be matched, click the right mouse button, and click an option. a. The user can filter by item number, description, vendor, bid session, or region. b. Filter by selection – This option selects records matching the selected criteria.

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c. Filter Excluding Selection – This option selects records not matching the selected criteria. d.Custom Filter – This option allows the user to create custom information for filtering records. e. Sort by Selection – This option sorts records Ascending or Descending by the selection of the user. f. Release Sort/Filter – This option releases all sort or record selection criteria applied by the user. Step 6: Button Clicks a. Close: Closes the form b. Help: Brings up the online help information for this form c. Delete: Deletes the selected approved product from the database. If the approved product is in use, it may not be deleted. d. Delete All: Deletes all of the approved products that appear in the grid. It is recommended that you only use this if you have filtered the grid down to the approved products you want to delete. e. Print: Allows the user to send data to the printer after previewing it on the screen. f. Add New: Allow users to add new records on the Approved Products Detail screen. See Approved Products Detail

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Approved Products Information Approved Products Detail

Step 1: Double click on a product or click the add-new button from the Approved Products List screen Step 2: Choose the Region that the products are associated with from the Region drop down box. Region: In consortium groups pricing, brand, and distributor information may differ for a regional area depending on the geographic size of the consortium group. Consortium groups may choose to divide into regional areas to ensure that distributors can deliver timely and that enough distributors can bid on the consortium bid to ensure competition. Step 3:Choose the Session that the products are associated with from the session drop down box. Sessions or Bid Evaluation Sessions : Sessions are setup and maintained in the Bid Evaluation module. If users of the School Food Service Director software do not maintain bid evaluations using the software default sessions are included with the software, and correlate to the Product Types. Sessions define the time periods in which products may be purchased at the approved product price and by the approved product distributor. Step 4:Choose the Vendor that the approved products are associated with from the vendor drop down box. Vendors: The distributor or manufacturer from which the approved product will be obtained. Step 5: Choose the Product Group that the products are associated with from the Product Group drop down box. This will automatically load the first product information into the description and bid specifications text boxes. Product Groups: Product Groups are the secondary group for products. Products are placed in a Product group so that they may easily be located throughout the School Food Service Director software modules. Generally, a product group will have numerous Category Groups and Categories underlying this defined Product Group. Step 6: Choose the Production Type from the drop down box that will be associated with this product. Production Types: Production Types are used to identify how products are used throughout software modules within the School Food Service Director. Production types are used primarily in the Menu Production module. Users can define an unlimited number of Production Types. See Production Type entry for more information. Step 7: Choose the Storage Type from the drop down box that will be associated with this product. Storage Types: Storage Types are used to identify where products are stored or located within the facility receiving shipments of products.

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Users can define an unlimited number of Storage Types. Generally, products are dry, refrigerated, or frozen storage. Storage Types may be a specific BIN location for warehouse storage, if desired. Storage Types are used extensively in the School Food Service Director Warehouse Management module. Step 8: Enter the Brand Specific Information

The brand information is normally entered in Product Specifications but can also be entered under this screen. If the Brand information has been entered in Product Specifications than clicking the appropriate brand will populate the remainder of item information. Please verify that this information is correct. If there are any changes then make the changes and click the Update Specs button so that the next time the information will be accurate.

Enter all information for all approved brands that are associated with this product. The example sited is Breaded Chicken Nuggets by Tyson Foods. The Breaded Chicken nuggets are packaged as 480 .5 oz Breaded Chicken Nuggets per case from which 5 nuggets will yield 1 meat / meat alternative Brand Name: The manufacturer brand name that have been identified to meet the specification description. Example: Tyson Delivery Quantities: The number of delivery containers per total price, usually one. (Example: 1 case delivered for total price) Delivery Container: The delivery container type, usually Case. (Example: 1 case delivered for total price)

To clarify the 4 different case breakdowns offered by the software, here are three examples with explanations.

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Example 1

Bid Evaluation by Pack: Each case in this scenario contains 480 ½ ounce chicken patties. Each chicken patty then, has a bid value of $0.0729. Bid Evaluation by Yield: It may sometimes be helpful to express the yield in terms of servings. As mentioned above, 5 nuggets will yield 1 meat / meat alternative, so we can arrive at the number of servings per case by dividing 480 by 5. There are 96 servings per case with a per serving value of $0.3646. Warehouse Shelf Units: Warehouse Shelf Units describe how the item is distributed from the warehouse. In this scenario, the chicken patties are delivered from the vendor by the case, and are ordered and shipped to the kitchens by the case. The inventory value per case is $35.0000. Local School Shelf Units: Local School Shelf Units describe how the item is used at the school. In this scenario, the chicken patties are delivered by the case. The cases of chicken patties are also used and counted at the schools by the case. The inventory value per case is $35.0000.

The School Food Service Director 31 Copyright Visual Solutions 2000 The School Food Service Director Product Setup Section

Example 2

Bid Evaluation by Pack: The common denominator for vendor bid evaluation for this item is the most common unit package type, which in this scenario is #10 Can. There are 6 #10 Cans per case from this vendor. The bid value per #10 Can is $3.4450. Bid Evaluation by Yield: It may also be helpful to express the unit price in terms of value per pound. In this scenario, there are 60 pounds of apple slices per case. The bid value per pound is $0.3445. Warehouse Shelf Units: Warehouse Shelf Units describe how the item is distributed from the warehouse. In this scenario, the apple slices are delivered from the vendor by the case, and are ordered and shipped to the kitchens by the case. The inventory value per case is $20.67. Local School Shelf Units:

The School Food Service Director 32 Copyright Visual Solutions 2000 The School Food Service Director Product Setup Section

Local School Shelf Units describe how the item is used at the school. In this scenario, the apple slices are delivered by the case. Upon delivery, the cases are broken down equating to 6 #10 Cans per case. This also represents the fashion in which the item is assessed in a physical inventory count. The inventory value per can is $3.4450.

Example 3

Bid Evaluation by Pack: The common denominator for vendor bid evaluation for this item is the most common unit package type, which in this scenario is a 32 oz. Bottle. Instead of defining a new packaging type, we can use Each as a unit description. There are 12 Bottles per case from this vendor. The bid value per Bottle, or Each is $5.8300 Bid Evaluation by Yield: It may also be helpful to express the unit price in terms of value per ounce. In this scenario, there are 12 X 32 ounce bottles, or 384 ounces of hand soap per case. The bid value per ounce is $0.1822.

The School Food Service Director 33 Copyright Visual Solutions 2000 The School Food Service Director Product Setup Section

Warehouse Shelf Units: Warehouse Shelf Units describe how the item is distributed from the warehouse. In this scenario, the hand soap is delivered to the warehouse by the case. Because this is a low volume item, the redistribution unit is a 32 ounce bottle. The schools order this item by the bottle. The inventory value per 32 ounce bottle is $5.8300. Local School Shelf Units: Local School Shelf Units describe how the item is used at the school. In this scenario, the hand soap bottles are delivered by the Each. The inventory value per bottle is $5.8300.

The School Food Service Director 34 Copyright Visual Solutions 2000 The School Food Service Director Product Setup Section

Manufacturer Number: The manufacturer id number that will uniquely identify the brand specific product. UPC Code: Universal Product Code is a unique product identification number found on most product labels, represented by bar and number codes. SCC Code: Standard Container Code is a unique product identification number found on most product labels, represented by bar and number codes. Vendor Shelf Number: The number that identifies the product from the distributor inventory. Step 9: Enter in the total purchasing price for the item. The unit price (total price / (Quantity * size)), modified unit price ((total price + drayage – rebate) / (Quantity size)), and modified total (total price + drayage – rebate) are automatically calculated. Step 10: Enter the drayage amount, if any. Drayage Amount: Drayage fees can include a cost for distribution or storage that must be added to the cost of a product. When the products are ordered the Drayage fees are calculated separately and are displayed on the purchase as cost for drayage. Drayage fees are also tracked as a cost to Purchased Foods in NFSMI FUNDamentals in a separate detail expense category. Step 11: Enter the rebate amount, if any. Rebates Amount: Rebates can be negotiated from manufactures and distributors so that schools may earn money back by purchasing a sufficient quantity of a particular product. If rebate amounts are entered in this data entry field the School Food Service Director software automatically tracks rebates in both the Purchasing module and update rebate revenue as an offset to the Purchased Food expense category in NFSMI FUNDamentals.

Step 12: Click Update to go to the next item that belongs to the group. Step 13:After you have entered in all of the approved products, click the Close button to leave the form. Step 14: Button Clicks a. Close: Closes the form without saving any changes b. Help: Brings up the online help information for this form c. Next: Takes you to the next item that is in the group without saving existing information on the form. d. Update Specs: Updates the specification information in the database. e. Update: Saves changes to the database and goes to the next item in the group.