Make temporary changes to a client's delivery schedule

Orchard Stack provides three methods for making temporary changes to a client's delivery schedule:
  • Status Change: To stop deliveries for an unspecified period (i.e., the client will call back when ready to resume), change the client's status to Inactive. This can be entered as an immediate change or scheduled for a future date.
  • Temporary Stop: To stop deliveries for a set period (i.e., stop deliveries on Wednesday and resume the following Monday), you can enter a temporary stop. Temporary stops can be scheduled for the future, and multiple future stops can be stored for a client.
  • Delivery Special: To make a one-time change to a client's order (i.e., the client usually receives one Regular meal but needs two meals this Wednesday), you can enter a special. Specials can be scheduled for the future, and multiple future specials can be stored for a client.

How do I change a client's schedule?

    Navigate to the client record. You can use the search box or click on Clients in the blue navigation bar and scroll to find them.
    Click on Meal Services and from the drop-down select Order.
    At the top of your Order page, you will find your existing order item. Follow these steps to edit your order:
  • Click Edit to the right of your order.
  • Alter the schedule as needed.
  • If you’ve just added your client, go to the section under Add Item to Order to add an item and edit the schedule or frequency.
Note: Click Save or Add to complete.

How Do I Add a Temporary Stop?

    Navigate to the client record. You can use the search box or click on Clients in the blue navigation bar and scroll to find them.
    Click on Stop from the header options.

How do I add a special? (a one-time replacement)

    Select the Stop Date (the first day your client won't receive their scheduled meal) and the Resume date. You can select a reason and create a note if needed.

    From the client page, click on Special from the navigation bar.
    Select the date you would like to schedule your special and click Create and configure items.
    Here, you select the product details. You can also add special instructions to the Kitchen/Loading Sheet and the Route Sheet if needed.
    Click Save Special to complete.