Summary: The "Process Recipes" function is primarily designed for subscription orders. It automatically assigns meals to clients who have not made their selections, ensuring all meals are chosen and confirmed for accurate delivery. If customers have not selected their meals by the renewal cutoff, the system will automatically assign meals, considering any available preferences or dietary specifications.
1. After logging into KMS, you can access the Process Recipes using one of the following methods:
a. Scroll down on your dashboard to the Production section and click "Process Recipes" shown in the first picture below.
b. On the left-hand navigation bar, click Production and then click "Process Recipes" from the drop-down list shown in the second picture below.
2. Under the section titled Choose Meal Date & Program, click on the box labeled "Meal Date" and select the date that you want to process recipes for from the calendar picker shown in the first picture below.
3. A new section will display called Processing Summary that will show the total amount of each recipe ordered, the total amount approved, the total amount unresolved, and the total amount pending.
a. Note: "Approved" refers to recipes that are suitable and do not require processing. "Unresolved" refers to selected recipes that conflict with a customer’s preferences or omissions. "Pending" applies to recipes that require ingredient substitutions to align with the customer’s specific preferences and omissions. (add example)
4. Next to the Meal Date box, click on the box labeled "Program" and select the program you would like to process recipes for from the drop-down menu shown in the second picture below.
a. Note: This is only required if multiple programs exist.
5. Once you have completed the steps above, click on the green button labeled "Process" located on the right-hand side of the section titled Processing Summary for the system to adjust your recipes.
6. After your recipes have been processed, the system will note the new totals of the approved, the unresolved, and the pending recipes.
a. If all recipes are approved, skip to Step 8.
b. If there are unresolved recipes, proceed to Step 7.
7. Click on the number in red below the column titled Unresolved.
a. Scroll to the bottom of the page to view the unresolved recipes and click the green button labeled "Resolve All".
b. A pop-up will appear with the details of the unresolved recipe. Click the green button labeled "Approve" after you have read and confirmed the changes to the recipe for it to be resolved (e.g., swap recipe). Then, click the green button labeled "Next" to view the next one if there are multiple unresolved recipes. Repeat this step until all unresolved recipes have been approved.
c. Once your unresolved recipes have been resolved, the pop-up will automatically close, and you should see that the number of unresolved recipes is now 0.
8. All of your recipes have now been successfully processed for your selected date.