1. Video on how to use Catering Issuance

  2. Step by Step instructions on how to use Catering Issuance

  3. How do catering check-in scans actually work?

  1. Watch how to set up and use the catering issuance app to claim meals.

2. Read below to learn how to use Lennd's Catering issuance tool to claim meals.

There are two ways meals can be assigned/claimed.

Group Record:

Meals can be assigned to the group and any person attached to that group can claim a meal.

Individual Record:
Meals can be assigned to an individual. When they scan, it will look to their record for that meal.

NOTE: if a person does not have any meals assigned but the group they belong to does have meals, it will claim from the group.

OVERRIDES?

Before you start scanning, decide if you will choose to allow Overrides if someone scans red (no meals available or all meals claimed). If you choose to allow overrides, you will need to set this code first.

Click on Catering on the left navigation then Choose Settings > Manager Overrides Codes

Once in Manager Override Codes click on Set Code and enter the password you will share with the manager who would control overrides.

Once the overrides are set, you are good to jump into the Catering app.

To access catering issuance you will click on Catering in the left navigation:

Once in Catering, click on Check In at the top:

This will open the Catering Issuance app.

The first window to pop up is where you will choose the meal and the date. The date is in the lower right-hand corner.

It is important that you choose the appropriate meal and date you are scanning for or all the meals will be scanning to the wrong date/meal.

Once your meal and date is set you are ready to start scanning!

If you do not have Overrides turned on and a pass scans red/denied you'll see here there is no override button.

However, when overrides are turned on, the Override button appears to the right of the scan where the manager would be able to click and override the meal.

When someone scans with a valid meal, it will show a green check (successful scan).

3. How do Scans actually work?

If: Undo (has a parent checkin ID)

  • Destroy issuance + fulfillment of the catering line item

  • Add catering checkin line for the undo

Else If: Override (has a parent checkin ID)

  • Create new order if necessary (unless existing line item is attached to the failed scan)

  • Mark the new catering line item as checked in (Add catering checkin record, issuance, fulfillment)

Else If: Scanned barcode provided does not exist

  • Add failed catering checkin record with message "Person / Group not found"

Else If: Person was looked up and is being manually selected to checkin

  • Attempt to find any catering items assigned to this person for this meal

  • If none found, attempt to find any catering items assigned in bulk to any groups that this person is a member of

  • Create catering checkin record for success or failure

Else If: Group was looked up and is being manually selected to checkin

  • Attempt to find any catering items assigned to this group for this meal

  • Create catering checkin record for success or failure

Else If: Scanned barcode does exist

  • Find related barcode in DB

  • Find who the barcode is attached to

  • Check if that person has satisfactory amount of meals

  • If so, save catering checkin record

  • If not, attempt to find any available bulk meals assigned to any related groups for the person

Related: Setting up Meals in Lennd

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