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SIS 2000+ Food Services

Sec. 5a, Enter Food Items
 

Two Types of Items may be entered -- Meal/Milk Items that use pre-defined prices set in Rates, and ala Carte Items, which use the price set in Items. The entry screen adjusts according to which Type of item. The Availability for each item may be set, ranging from District-wide, a school type (Elementary only), or a single school.
 

5a.1 Add a new Food Item
Click on the New button (Alt-N) to display a New item entry screen. Item information in the top portion of the screen controls the item and must be completed first. Use the Tab key or the left/right arrow keys to move through and complete the fields.

Fig. 1 - Food Service Items, add New Item
 

5a.1.1 Complete Item Information


Fig. 2 - Item Information
 
 

Item type -
Item type defaults to ala Carte with the focus placed on Item Description. If the new item is other than ala Carte, click on the Item type drop down list box and select the correct Item type. Remember, Item types of Lunch, Breakfast and Milk use pre-defined prices set in Rates .


Fig. 3 - Item type
 

Item Description -
A text field for the user-defined description, which appears in reports and during Cafeteria transactions.


Fig. 4 - Item Description
 

Limit Availability -

Location(s)
Set item availability as District-wide, a specific school type (Elementary only, for example), or as available at a specific school site. Click on the drop down list box to display choices.
 

Fig. 5 - Limit Item Availability, Location
 

Meal(s)

Set Item Meal availability as Lunch only, Breakfast only, or Unset to indicate Meal availability is not restricted. Click on the drop down list box to display choices.
 

Fig. 6 - Limit Item Availability, Meal
 
 
5a.1.2 Complete the Item Pricing information / ala Carte Item
Click on the Add button (Alt-A from the keyboard) to insert an item rate row. The Item type selected sets this item as an ala Carte item, which controls the appearance of the Item screen. In Fig. 7, the ala Carte Pricing screen is displayed. Use the Tab key or the left/right arrow keys to move through the Ala Carte Pricing fields and complete Effective and Expire Dates *, and each price as appropriate.


Fig. 7 - Item screen Add mode, ala Carte Item Type
 

* Rules for Rate Change Records:

Rate Change Records establish specific time frames for an ala Carte item rate. This allows a rate to change mid-year without affecting historical reporting, and also maintains a history for each rate. The following applies to Rate Change Records:
 

1. Effective and Expire Dates are not required unless a Rate changes. If these dates are not present, the system assumes the rate is in effect.
2. If a Rate changes, only the Expire Date is required to close the current rate. The Effective Date is optional.
3. To place a new rate in effect, only the new Effective Date is required. The Expire Date for the new Rate is optional.
It is recommended that both Effective and Expire Dates are included when a price is entered to promote consistency and to avoid inadvertently using an incorrect price at the start of a new school year. Also, assigning both dates to a price produces concise Items Reports with clearly defined price ranges for each Item.
 

5a.1.3 Pre-defined Item Pricing information / Meal or Milk Item
Setting the Item type as Lunch, Breakfast or Milk triggers the Meal Item screen, and automatically references Rates for pre-defined prices and effective and expire dates. Required fields to set a Meal Item are Item type, Item Description, and Availability (Location and Meal). At this point click on the Save button (Alt-S from the keyboard) to record this Meal Item. In Fig. 8, the price of the Salad Bar Meal Item is obtained from Rates based upon the status of the consumer, and is a potentially reimbursable meal.


Fig. 8 - Meal Item
 
 

5a.1.3.1 Override Meal Rates
An Item Type of Lunch, Breakfast or Milk automatically references Rates for prices and effective/expire dates for the price of the item. Automatic use of pre-defined Rates may be overridden if you wish to create a Meal Item that will use a rate other than the pre-defined rates. The ability of override pre-defined rates is present to allow for the following possible meal configurations:
 
1. Account charging is not permitted, yet policy requires that a meal is made available to each student.. A Commodity Meal is served at no charge to Reduced and Full-Pay Students unable to pay for the standard meal. The Commodity Meal qualifies as reimbursable per the status of the consumer. Pre-defined Student Meal Rates must be overridden to set the cost of this meal at '0.00' (Fig. 9).
2. An additional Faculty Meal with substantially increased portions is offered at a higher price than the standard Faculty Meal. The pre-defined Faculty Meal rate must be overridden for this enhanced meal (Fig. 10).
3. An Enhanced Meal at an increased price is offered to all consumers (Fig. 11).
Please Note**
 
Enhanced Meals purchased by Students are Reimbursable Meals per the student's status. If an Enhanced Meal is served to a Student (Free, Reduced and Regular), the student will be charged the override price and the meal will be included in eligibility figures as reimbursable. Verify that policy allows a Free or Reduced Student to charge and/or pay for a meal that exceeds the standard meal price.

Fig. 9 - Override Meal Rates, Student Commodity Meal
 

To Override a Meal Rate:
Complete Item information and click on the Add button to activate a rate row (Fig. 9). Click on the Consumer drop down list box and select the Consumer Type for this rate override. Use the Tab key to move through the fields and complete Effective and Expire dates (see Rate Change Rules, Sec.5a.2.2) and Rate information. In Fig. 9, the Meal Item 'Commodity Meal' is a Student Meal, and the price override sets the cost of the Commodity Meal at '0.00'. Fig. 10 shows the Meal Item 'Faculty Extra Meal', and the price override sets the cost at '3.50'.

These Meal Items are now available in the Cafeteria in addition to the standard Student meals.


Fig. 10 - Override Meal Rate, Faculty Extra Meal
 


Fig. 11 - Override Meal Rate, Enhanced Meal, general availability
 
 

5a.1.4 Save Item
Click on the Save button to record this item. The Meal or ala Carte item is now available for use in Cafeteria transactions.