Release v2.3

Schedules (Pantry Maintenance)

  • We’ve added the ‘Order at least X Pantry days ahead of Pickup’ and ‘Allow Order up to X days in advance’ fields from the flexible schedule to appear on the other schedule types as well.

Order at least X Pantry days ahead of Pickup  Forces a member to place their order ‘x’ days in advance otherwise their order will be placed for the next available pick-up date.

Ex. I have a monthly schedule with a pickup set to the 20th of the month. I also have the ‘Order at least X Pantry days ahead of Pickup’ set to 3. This means the member must’ve placed their order by the 17th of the current month or the pick-up date of their order will be set to the 20th of the next month.

Allow Order up to X days in advance  Gives a range that the member must place their order.

Ex. I have a monthly schedule with a pickup set to the 20th of the month. I also have the ‘Allow Order up to X days in advance’ of the schedule set to 5. This means the member will be able to place their order anytime between the 15th and the 20th of the month.

Food Item (Pantry Maintenance)

  • We’ve added a ‘Sequence’ field next to ‘Buffer Limit’ on the “Add/Edit Food Item” dialog.
  • You’ll also find a new column for ‘Sequence’ in the grid for viewing/editing food items in pantry maintenance.

This new field will allow you to affect the order food items appear when pantry members are placing orders. The number entered in this field will determine where the food item is shown within the category on the order. Food items with lower sequence values will show first and food items with higher sequence values will show last. If two food items in a category share the same sequence, the food items will be ordered by name. If a sequence is not entered for a food item, the food item will be placed after the food items with a sequence entered and then ordered alphabetically by name.

The sequence will only affect orders using an ‘Automate Menu’. For orders using ‘Manual Menu’ (menu’s where the ‘Automate Menu’ checkbox isn’t checked), we’ve introduced another new feature for ordering menu items which are detailed under “Menu’s” below.

  • Users can now change the category of a generic item after the item has been created, as long as that item hasn't already been added to a menu.
  • When a new generic or branded item is added to the pantry, a default "Each" Unit of Measure will be added. Note that unless "Allow Order" is checked on the branded item, the default UOM will not be visible.

Fill Orders (Pantry Maintenace)

  • A "Member Name" column has been added to the "Fill Orders" grid.

Menus (Pantry Maintenance)

  • When adding or copying a new menu while the "All" site is selected, a user will be prompted with a dialog to choose the site they want to add/copy the menu too.
  • By default, when food items are added to a menu the member sees the food items in alphabetical order. For ‘Manual Menu’s’ (menu’s where the ‘Automate Menu’ checkbox isn’t checked), we’ve introduced arrow buttons in the top corners of the food items that will allow a user to change the order food items will appear within the menu.

Clicking either right or left arrow button will shift the food item one spot to the right or left respective of the button clicked.

  • When opening an existing menu, the ‘Family Size’ sections of the categories will be collapsed to make it easier to navigate through the menu without needing to collapse each individual category on the menu. When creating a menu, the ‘Family Size’ will still be expanded.

Pantry Visitors

  • Orders that haven't been marked as completed from the "Fill Orders" grid, can be marked completed from the "Pantry Visitors" page to allow for check out.

Note that marking an order completed does not auto allocate inventory to the order, it instead means no additional inventory will be allocated to the order and the order is ready to be checked out.

  • Within Site Maintenance, users have the ability to change the check-in mode for a particular site if multiple sites need to use a different check-in mode.

Pantry Assist

  • A warning was added when a user is placing an order for members who have been marked inactive on the member's intake form.

The warning will not prevent the user from placing the order but alert and confirm that the order is being placed for an inactive member.

Pantry Print

  • The option to re-print orders from the print page has been added. This can be done by switching the "Mode" to "Manual" (by default it will be set to continuous) and then using the data entry fields under "Reprint Order" to filter down to the orders you'd like re-printed.

Dietary Choice

  • We’ve introduced the concept of ‘Dietary Choice’ to the food items. This will give pantry members the ability to filter food options when they are placing an order. For more information, please see the article we have on Dietary Choice.

Warehouse Locations

  • Warehouse Locations is another new concept being introduced with this update that will allow pantries the ability to further segment their inventory. Please see our article on Warehouse Locations for more information.

Pantry Point Period

We've added the ability for a pantry to restrict individual members or all members under a specific site to use up to a set amount of points within a period (day, week, month etc.) Please see our Pantry Point Period article for more information.

USDA Food Item Database Look-up

When a food item is scanned on the Food Item maintenance page, the item will be searched against a copy of the USDA's database (https://ndb.nal.usda.gov/ndb/search/list). If the item is found in the database, the system will automatically add the item to the pantry food item database. For more information on this feature, see our Food Item Database Look-up article.