Service Date Management

Service Date Management allows you to track when meals are intended to be consumed separately from the date they are delivered.
This is helpful when delivering meals for multiple days at once (ex. delivering Friday meals intended to cover the weekend) that should be billed based on the service/consumption date rather than the delivery date.

Check Mark Button What This Feature Enables

With Service Date Management, you can:
  • Assign consumption dates to delivered meals (ex. “Delivered Friday, consumed Saturday and Sunday”)
  • Choose whether billing is based on delivery date or service date
  • Map multiple service days to a single delivery day
  • Accurately report on services by the intended day of consumption
This creates cleaner billing, clearer reporting, and aligns with program requirements for multi-day deliveries.

Wrench Configuration

Admin > Settings > Service Date Management
    Enable Service Date ManagementToggle the feature Enabled / Disabled.When disabled, Orchard Stack behaves as before—meals are tied only to delivery dates.
    Choose Billing Basis
  • Service Date — bill based on intended consumption date
  • Delivery Date — bill based on actual delivery day
    Map Service Days to Delivery DaysDrag-and-drop service days (e.g., Sunday, Monday, Tuesday) into the appropriate delivery day container.Example:If Monday deliveries include meals intended for both Monday and Tuesday, you would drag Monday and Tuesday to Monday Deliveries.

🗂 How It Works

After configuration:
  • Client orders, temporary stops, specials, and status change schedules are evaluated based on Service Date.
  • The Service Date to Delivery Date mapping governs when the meals are delivered and appear on the Route Sheets.
  • Route sheets and reports will reflect the appropriate dates.
  • Nothing changes for drivers—delivery workflow stays the same.
  • For any deliveries that were previously made when Service Date Management was not enabled, the Service Date is assumed to be the same as the Delivery Date.

Calendar Service to Delivery Date Changes

When Service Date Management is enabled, the service dates assigned to a delivery day are displayed on the Deliveries page for that day. You can make a one-time reassignment of a service date to a different delivery day by clicking the Reassign button for that date.

Bar Chart Reporting on Service Date

When reporting on deliveries, Orchard Stack defaults to displaying the item Service Date when Service Date Management is enabled. To pull a report that lists deliveries with both the Service Date and Delivery Date, please try using the Custom Report Builder or reach out to Support for assistance with developing a report..