A step-by-step guide to add items to your Menu Plan.
Similar to the Menu Cycle, inside the Menu Plan screen we have different sections.
Step 1: Begin by filling in or editing the information in Galley's advanced settings.
- Click on Advanced Settings in the top-right corner.
- Insert or review the Total budget allocated for the Menu Plan.
- Insert or review the Headcount for the Menu Plan.
- Insert a Start date for the Menu Plan. Note that the end date of the Menu Plan will be automatically calculated by the system based on the cycle length of the parent Menu Cycle.
Step 2: Create Events and Items Groups
To create or edit Events and items groups within the weekly view, follow the same instructions as you would for the Cycle. For detailed guidance, please refer to the appropriate section in this article.
Step 3: Add Items
1 - To begin, click on the "+" to search for a item within the desired event.
2 - In the search selection window, you have two options to find the desired item:
a. Search by specific name: Use the search bar to enter the name of the item you are looking for. The system will display relevant results based on your search query.
b. Filter by category value: If you want to narrow down your search, you can apply filters based on category values. This allows you to find items that fit your specific planning criteria.
3 - Once you have located the desired item, click on it to add it to your event.
Step 4: Adjust Product Qty, Qty unit and Volume mode
After adding a item to an event, you have the ability to edit the quantity and quantity unit. Here's how you can make changes:
1 - Once the item is added to the event, locate the respective field for quantity or quantity unit.
2 - Click on the field to activate it for editing.
3 - Enter the desired quantity or select a different quantity unit as needed.
4 - After making the necessary changes, the modifications will automatically roll up to the Menu Plan. This ensures that the overall quantities and units reflect the updates made within the specific product.
Step 4: Adjust specific Event Information
In the event card, you have the option to modify the Headcount and view the Total food cost as you add items to the event.
Step 5: Actions menu bar
When you select an event or event item, a menu bar with all the contextual actions available for that item appears at the top of the page.
Step 6: Drag and Drop items
By selecting an item and holding it, users can drag it into the desired event item group or reorder it. Multiselecting items for drag-and-drop is unavailable.
Step 7: Copy and Paste items
By selecting an item and clicking on "copy" on the menu bar, the item will be copied. Users can copy multiple items at once by clicking on the items. You can paste an item into a specific event item group when clicking on the desired event item group.
Step 8: Check the Summary Console
Just like the Menu Cycle Summary section, you will find a summary of all the data related to the Menu Plan on the right side of the screen. In addition, it will display the compliance status of the constraints. To access and gather insights from this information, follow these steps:
1 - Tap on the ">" or "exclamation mark" symbol to expand and visualize the data and insights.
2 - Once expanded, you will have access to a comprehensive summary of all the relevant information related to the Menu Plan. This includes details such as total budget vs remaining budget, cost per plate and weekly budget.
By following these steps, you can access the detailed summary and insights of your Menu Plan, enabling you to make adjustments and improvements based on the data presented.