Creating Menu Grids

Steps: 1. Create POS Inventory Items. By SITE TYPE, and only at CO, never the sites. 2. Create and Populate Menus. By SITE TYPE, and only at CO, never the Sites. 3. Schedule Menus.

Create POS Inventory Items To begin, select Front of House > Point of Service > Menu Planner > Management Level Inventory.

The following Search screen is displayed.

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Have a Stock Numbering plan in mind. i.e. POS001, POS002, etc. i.e. – If this item is a dessert item and the last dessert item in the system has a Stock Number of POS301, then the next available number to use would be POS302.

Have a Button Color scheme in mind. i.e. Red for Meals, Blue for Beverages, Green for Snacks.

Click the “New” icon and the following screen will appear:

1. Enter the stock number and stock description 2. Enter a name for the button in the Name on Palette box. 3. Select a Button Color from the drop-down. 4. If this button corresponds to a reimbursable meal, then place a check in the “Is Meal

Item” box. 5. If using Component-based Sales, then select the component. (Most districts are Meal-

based) 6. Enter the Price for the item in the Price box 7. Click Save and then assign to one or all sites.

Name of Palette is used on Menu Grid

Group items by Button Color. This is how it will look on the Menu Grid.

Price is the ala carte price.

Select Is POS item if using on the Menu Grid

Is Meal Item is used for Breakfast and Lunch items that make up a Reimbursable Meal.

Is Premium allows charging a higher price to Full Pay students.

(Update Add’l Premium Price)

Components are used w/ Component–based Sales. Most districts are Meal Based (Cashier makes

determination).

Very few K12 districts use these functions. If you charge Tax, or have different prices for Students and Adults, consult w/ a Horizon engineer.

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NOTE: This is OFTEN a forgotten step that results in the Sites having NO MENUS!!! So please make sure this is done!!

Create and Populate Menu Grids Select Front of House/ Point of Service/ Menu Planner/ Select Site Types

When you click the Select Site Type option and select the site type – i.e. Elementary, the button changes to the following: From this:

To this:

Now that a Site Type has been selected click onto the Menu Plan option:

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Click the “New” icon and the following screen will appear:

1) Building Menu Grid a) Enter the Description (for example, Breakfast Menu). b) Drag each menu item to the grid on the right. Item descriptions listed

are the Names on the Palette. c) To resize a menu item, right-click the item, and scroll down to

highlight the desired size. d) Click Save.

2) Repeat the above steps for each menu plan needed (for example, Lunch Menu, Snack Menu).

3) When done, click Save and close the remaining windows.

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After completing the above steps, before you save and close the window, the Menu Grid should look similar to this:

Create and Populate Menu Grids (by Site Type)

Steps: 1. Create a Daily Plan * 2. Create a Menu Cycle * 3. Schedule using the Calendar

Select Front of House/ Point of Service/ Menu Planner/ Daily Plans

Click the “New” icon and the following screen will appear:

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Create Daily Plans

1. Enter the daily plan name in the Description field (for example, Daily Plan). 2. Under Terminals, click the Add Item button. The number "1" is displayed. A terminal/line is

then added to the list. 3. Select a Serving Period. 4. Move your cursor to the Menu Plans field, and from the drop-down list select the Menu

Plan that you want cashiers to use during that serving period. 5. Repeat steps 4-6 for each POS terminal that you have added. 6. The screen will look similar to the one below:

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Create Menu Cycles Select Front of House/ Point of Service/ Menu Planner/ Menu Cycles

Click the “New” icon and the following screen will appear:

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1. Enter the Cycle plan name in the Description field (for example, Weekly Cycle).

2. Drag and drop the Daily Plan to the grid on the right for Week One, Monday thru Friday.

3. The screen will look similar to the one below:

4. Click the Save button and then click the Close button to complete.

Scheduling Menus Select Front of House/ Point of Service/ Menu Planner/ Scheduling

Click the “New” icon and the following Calendar screen will appear:

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1. Click onto the Menu Cycle in the Description box and then click the Add Menu Cycle Button.

2. The computer will ask you to click on the start date, click the Monday that starts the week for the selected Menu Cycle.

3. Next the computer will ask you to click on the end date, click the Friday that ends the same week

4. When you are done your screen should look similar to the one below: