School/Institution Administrators System

• Administrator Management
  • Add and manage unlimited administrator accounts
  • Designate roles for administrators, staff, and vendors
  • Determine which options are displayed to each staff member
  • Create a vendor login and select which reports are available
• User Management
  • Add and manage unlimited user accounts
  • Add a transaction to an account
  • Show the history of all meal ordering transactions for an account
  • Change password for user account
  • Add or remove students associated with the user account
  • Show all orders for a given date range for the account
  • Login as user to troubleshoot support
• Order Review
  • Shows all meal ordering for a given date range
  • Filter orders by user, school, grade, teacher and student
  • Ability to bulk cancel orders for any date range
  • Cancel orders and apply a credit to user accounts
  • Send e-mail to all users for canceled orders
• Send Subscription E-mail
  • Send e-mail to all user accounts in the system
  • Send e-mail to entire district or an individual school
• Subscription History
  • Show the history of sent e-mails
  • Show the e-mail message and details
  • See e-mail delivery, open, and failed status for each user
• Send Negative Balance E-mail
  • Send email notifications to users with a negative balance on account
• Send Open Orders E-mail
  • Send email notifications to users who have items in the cart for a selected date range
• Send No Order E-mail
  • Send notifications to all users who have not made an order for a selected date range
• School Announcements
  • Display announcement(s) to users for district/school for a given date range

School

• School Management
  • Manage each school’s information and order timeframe
  • Add a Block Meal Sale, Manual Payment Checkout, Disclaimer message
  • Add grade or meal period to each school
  • Set the order timeframe and deadline to each school
• School Group Management
  • Create groups for schools to be associated with for menus and scheduling of menus
• Teacher Management
  • Add or manage each school’s teacher information
• Student Management
  • Import student data from an .csv file manually or schedule nightly via SFTP
  • Add students quickly as they enroll during the year
  • Add student allergens
  • Add notes to a student record
  • Set pricing level for regular, free, reduced, or staff
• Holiday Management
  • Add Holidays for district/school for a given date range
• Upload Documents
  • Upload a document for district/school for users to access.

Food

• Food Item Management
  • Add and manage food items that can be combined in meals
  • Add brand name, cost, price, reduced price, staff price, and stock number
  • Enable free and reduced pricing
  • Set the item type (entrée, side, fruit, vegetable, drink, etc.)
  • Add nutrition facts for each item
  • Add allergens for each item
  • Add description of food items
• Meal Designer
  • Combine food items into a meal
  • Add regular price, reduced price, and staff price
  • Set meal type – breakfast, lunch, dinner and snack
  • Add meal to school or school group
  • Add meal to monthly discount price
  • Add a meal description
  • Set meal as a la carte, side meal, drink menu, or second meal
  • Set meal to specific grade and enable per grade pricing
  • Enable meal add-ons to meals with min-max rules
• Meal Scheduler
  • Schedule meals to school or school group with a calendar view
  • Schedule meals types – breakfast, lunch, snack, dinner with color coding
  • Publish meals a month at a time
  • Meal ordering per user or individual student from the scheduler
  • Meal ordering and edit meal price per user or student from the scheduler
• Order Deadline
  • Add and manage unlimited custom order deadlines
• Block Meals
  • Block meals per school, teacher, and grade
• Order Meals for Free Students
  • Order meals for all free students by school and date range
• Point of Sale
  • Quick sale – order meals for a student by searching for an I.D.  number or student name by school, meal period, and date range
  • Delivery mode – check off delivered meals for a date to track who has received their purchased meal

MMO Reports

• Cafeteria Order
  • Lists each individual item that was ordered for the date range and gives a quantity and totals for each individual item
• Teacher Order
  • Lists each student and checks each date for which the student has an order. This feature is for an individual teacher at an individual school
• Lunch Delivery By School
  • Lists each student and the items ordered. Teacher, grade, and quantity are also displayed. The last page shows the daily item counts. For each day, each item and the total quantity ordered is listed. This page is a “pull ticket” report.
• Lunch Delivery By Teacher
  • This report is for all teachers or an individual teacher. It lists each student and the items ordered. Teacher and quantity are also displayed. The last page shows the daily item counts. For each day, each item and the total quantity ordered is listed. This page is a good “pull ticket” report
• Lunch Delivery By Vendor
  • Lunch delivery report by vendor report
• Classroom Delivery Report
  • This report is for all teachers or an individual teacher. It lists each student and the items ordered. Teacher’s name and quantity are also displayed. Has the ability to summarize the quantities per class. The last page shows the daily item counts. For each day, each item and the total quantity ordered is listed. This page is a “pull ticket” report.
• Label Report
  • By default, this report fits Avery 5160 labels
  • Options for 5163 and 5263 labels
• Orders Placed Report
  • This report lists orders for students based on the date range selected. Includes date scheduled and date ordered, meal name and items ordered.
• Vendor Delivery
  • If a Brand is listed in Food Item Management, this report will list the items and quantity ordered and it is broken out per vendor (brand). Each vendor will have their own page with the items and quantity ordered
• Milk Counts Report
  • Lists milk counts purchased in various categories
• F&R Counts Report
  • Lists the number of Free, Reduced, and Full Pay meals purchased for each day for breakfast and lunch
• Free Students Purchase Report
  • Lists each free student and the number of lunches purchased for the date range per student
• Users of Free Student Report
  • This report shows a listing of users that have a free student(s) associated with the user account
• Open Orders Report
  • Lists all users that have items in their cart for the date range selected.
• No Orders Report
  • Lists all students that do not have a meal/item ordered for the date range selected
• Meal Items Ordered Report
  • Lists students who have ordered a specific meal or a specific food items
• Admin Orders Placed Report
  • Lists orders placed by Admin
• Student Listing Report
  • Lists the Students in selected district or school
• User Listing Report
  • List all information for users in the district

MMO Revenue Reports

• Revenue Report
  • Lists each student individually and the total dollar amount for their order. Default report is based on Meal Scheduled Date. This option does not include the credits used. If “Use Transaction Date instead of Meal Scheduled Date” is checked, the report lists out each individual student and the dollar amount for their order(s). This option shows orders purchased on these dates for that day and future dates. If you choose Transaction Date, it does include the convenience fee. If you choose Meal Date, it does not include the convenience fee
• Revenue by Month Report
  • Lists a summary of the total dollar amount for each month. Default report is based on Meal Scheduled Date. This option does not include the credits used. If “Use Transaction Date instead of Meal Scheduled Date” is checked, the report lists out a summary of the dollar amount for all orders for the month. This option shows orders purchased on these dates for that day and future dates. If you choose Transaction Date, it does include the convenience fee. If you choose Meal Date, it does not include the convenience fee
• Revenue Grade Report
  • Lists each grade and the total dollar amount for the orders for that grade. This report is based on Meal Scheduled Date. It does not include the convenience fee
• Order Revenue Report
  • Lists each student individually and the total dollar amount for their order. Default report is based on Meal Scheduled Date. This option does not include the credits used. If “Use Transaction Date instead of Meal Scheduled Date” is checked, the report lists out each individual student and the dollar amount for their order(s). This option shows orders purchased on these dates for that day and future dates. Revenue report does not include the convenience fee.
• Daily Revenue Report
  • Lists daily totals of all meal sales based on transaction date, not meal date. Daily Revenue Report includes the convenience fee
• Daily Sales Report
  • Lists daily totals of all meal sales based on meal date, not transaction date. Credits used are also displayed and totaled
• Sales by School Report
  • This report lists the meal sales based on meal date for each school selected, for the date range selected.
• Sales Item Report
  • List items ordered on the date range selected.
• Customer Balance Report
  • The Customer Balance report shows the Users positive or negative balance as of today as well as the value of Purchased Meals for the date range selected
• Refund Report
  • This report shows a listing of all cancelled meals for the date range selected
• Student Positive Balance Report
  • Gives a listing of students and their positive balances that are not $0.00
• Student Negative Balance Report
  • Lists out all students with a negative balance and their current balance
• Manual Transaction Report
  • This report shows a listing of manual transactions for the date range selected
• ACH Rejects Report
  • This report shows all ACH payments that were rejected for the date range selected

User/Parent and Guardians

• Meals
  • Select and order meals for all students or staff attached to the account
  • Print calendar menu, cart food allergy disclaimer or purchased meals
• Fees and Activities
  • Select and order fees or activities for all students or staff attached to the account
• Tickets
  • Select and order tickets for all students or staff attached to the account
• My Account
  • Manage account settings and information
  • Add or remove students/staff in the account
  • Add allergens to each student/staff
  • Add money to the account
  • Add a saved payment option
  • Set default view to weekly or monthly
  • Opt out of notifications and communications
• My Orders
  • Show all meals, activities, tickets and transactions for the user account
  • View details of each transaction and print receipts
• Documents
  • View or print any documents that have been uploaded by the administrators
• Help
  • FAQ and answers to them
• Contact
  • Send a support e-mail to the administrators
• Change Password
  • Change the accounts password