Administrator - Adding Items and Recipes to Menus

Perform the following steps to add a previously created recipe or item to a menu: 

  1. Click on the calendar day from the Menu Calendar or Base Menu you'd like to add your recipe or item to, select appropriate operating day.
  2. Click the [+] plus sign button on the bottom right-hand side of the screen, then select Add New Item button or Advanced Search button. Either button will add a recipe or an item to a menu, but each will display the data slightly differently depending on how much detail a menu planner would like to see for that item/recipe.  
    1. Add New Item button -
      1. The Add New Item button will open a fly out window where a user can search recipes and items from the recipes database and item database via a key word search. The database will return all results matching the key word and the user can click on the item/recipe when located and a summary of item/recipe information will auto-populate in the fly out window.
      2. User will be able to edit planned quantities from the fly out window and designate this item/recipe as an entree or side dish. User can also change the serving size prior to adding to the menu. Nutrient and component information will adjust based on the serving size entered.
      3. User will click the Save & Close button to save this item to the daily menu. 
    2. Advanced Search button -
      1. The Advanced Search button will search recipes and items from the recipes database and item database via keyword. Advanced search allows user to filter for either recipes or items and allows user to see a full list of all results with more detailed information for each item/recipe at a glance.
      2. User can click on the item/recipe when located and they will see full item/recipe information. User will be able to designate the item/recipe as an entree or side, edit the serving size, assign a different meal component designation if applicable, and view purchase unit and preparation notes.
      3. User will click the Add button to add this item to the daily menu.

A video tutorial of performing this action can be found here: 

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