This feature allows the user to create grocery order templates. The user can choose a grocery order template that has been previously created to easily complete a grocery order. The new order feature is a quick way to create an order for items that have not been ordered through the system. The user will use this feature to create audit documentation for goods received. The user will choose a template to be used to build a grocery order form (shopping list). Choices include either a daily order form or a weekly order form. Once the template has been chosen, the user must set up the order template by selecting school name, delivery dates, and vendor grocery items.
The user can view orders that have not yet been received. Each order is assigned a unique order number to enable rapid search or retrieval. Other information includes order date, delivery date and choice of all or a particular campus that has placed an order. The user can view current order status. The user can also make changes to the order or delete the order entirely.
This screen enables a supervisor or central office person to review an order and either make adjustments or approve the order.
The user is able to confirm grocery items that have been received. The user will compare items delivered to the actual order that was placed. Adjustments to quantities can be done if quantities received differ from quantities ordered. Orders can remain open until all items are received or the order maybe closed as modified. If items are received that were not ordered the user has the option to add the items to the original order.
Consolidation of campus orders is a function used to combine all grocery items that will be received by the central warehouse. The user can consolidate orders that are placed with a particular vendor. Other functions for consolidation are by region, school type, or a specific school. User also has the ability to choose a date range for order consolidation.
The user is able to see a live snapshot of current inventory eliminating the need for frequent physical inventory counts. The inventory is broken down into organized categories for inventory ease. No adjustments can be made in this view.
The user can create a transfer of item(s) between schools. Information required for a transfer includes transfer site, receiving site, date, item(s) to be transferred, and a comments section for additional information. Once the transfer has been confirmed, inventory adjustments are automatically made to the sites involved in the transfer.
The user is able to withdraw inventory items that were used in that day’s sales and production. By using this feature, schools manage and keep an accurate perpetual inventory.
A hardcopy can be printed to record the physical inventory and update inventory quantities into Primero.
Adjustments to inventory quantities can easily be handled.
The user is able to set up an account for each vendor that is utilized by the food service department. Information includes vendor name, vendor address and phone information, delivery schedule information, and current vendor status, and a list of approved vendor supplied items are included.
The user can add all items that are able to be purchased by the school. Each item has a district assigned item number, product description, pack size and storage information. Vendor and pricing information allows the user to assign a vendor to the product. Vendors are listed in preferred order for ordering purposes. Other information includes vendor item number, case price, unit price and product UPC number. Ordering information allows the user to pick which school type will be allowed to purchase grocery items. If the user does not choose a school type, a block will be placed on the grocery item not allowing the school to order that item.
The user is able to create a grocery ordering template. Templates can be designed by using two formatted styles of ordering. A user can choose a single day template or a template that allows multiple deliveries per week. Templates can be customized for ordering by region, school type or by campus. Templates must be created for each vendor so deliveries can be made to a site or a warehouse.
The administrator can choose to review and/or approve grocery orders before they are sent to the vendor. Administrators can also choose to review by vendor, campus, or grocery item.
The user can get a quick snapshot of the total current inventory valuation or the total of either the current or months past. The user can sort by region, school type or campus. Inventory values are broken down by grocery or commodity group, detailed description, number of cases or units on hand and the current value of the item. Inventory value is posted at the top of the page for quick reference. A monthly inventory report highlights all the functions above but also includes beginning monthly inventory and month ending inventory.
Users are able to create custom ordering templates by vendor. Order templates are linked to inventory management and will show current inventory on hand, unit price and total of the order being placed. Once an order has been placed they can be viewed and make changes. Approval of orders by an administrator can be activated for extra assurance.
Primero Inventory Management has functions built-in for the purpose of tracking USDA donated commodities. Commodities items can be assigned a unique numbers that keep commodities separated from purchased food items. Commodities can be configured to where they are used first from the inventory before purchased food items. Search fields are built into inventory management so current commodities inventory values can be obtained. Districts will have the ability to assign commodities by quantity to each campus or have the ability to divide commodities equally to schools by each campuses meal sales percentage of total sales.
Primero Inventory Management also features a pick ticket and delivery ticket creator. These functions have been added for districts that deliver to schools from a central location. Pick tickets are created from orders placed by the site for delivery. Once the order has been pulled and verified the delivery ticket can be printed.
Pick tickets are created for orders that are delivered from central warehouse. Pick tickets are created from an order that has been placed by a school. Any quantity adjustments or changes to the pick tickets must be done before the pick ticket is printed.
The user can print pick or delivery tickets. The pick ticket will be used to pull the order in the warehouse and the delivery ticket for delivery to the site. The site manager will use the delivery ticket to add groceries received to the inventory.
Generate bid forms with complete item descriptions; assign bid items to sorting groups. Generate all bid documents needed for bid mailing or web posting. Create a soft copy or use the web to post bid forms for potential bidders. Bidders will only have to fill-in brand name, pack size, weight information, pricing structure and the software will calculate pricing down to the common unit for apples to apples comparison. Choose between line item and all item bid format. Reports include bid recap, price comparison to prior year, and bid award documents.
