Open Administration and choose Menu Management Settings to reach the Menu Management Configuration page.
Saving on this page updates your meal calendar and may add or remove calendar entries. You'll be asked to confirm before the changes are applied.
Enable Menu Management
The Enable Menu Management setting turns the whole feature on or off. Set it to Yes to make the Menus area available.
Menu Features
Menu Components: choose Dietary needs only (no ingredient tracking) or Dietary needs and ingredients (track recipe ingredients for scaling and shopping lists).
Meal Components: choose how your menus are structured (see the three modes below).
Enable automatic meal/product substitutions: when set to Yes, clients whose dietary needs match a substitution rule are automatically moved to a substitution meal. See Dietary Substitutions .
The three Meal Components modes
Dietary needs assigned directly to day — the simplest option. You assign dietary needs straight to each calendar day; there are no meals or dishes. Available only when the recurring schedule is turned off.
Meals assigned to day, dietary needs and ingredients assigned to meals — you assign a meal to each product on a day, and attach dietary needs and ingredients to the meal.
Meals with dishes, dietary needs and ingredients assigned to dishes — meals are built from individual dishes, and dietary needs and ingredients are attached to the dish. The most detailed option.
Calendar Setup
Enable recurring meal schedule — turn this on to repeat a fixed rotation (for example, a 10-week cycle).
Recurring Schedules — when the recurring schedule is on, a Recurring Schedules section appears lower on the page, where you build the rotations themselves (see below).
Calendar week length — choose a 5-day week (Mon–Fri) or a 7-day week (Sun–Sat) .
Product Calendaring — the first time, click Initialize meal calendar . Afterward, use Product Calendaring Setup to choose which products appear on the calendar and, if you use substitutions, to designate each product's substitution meal.
When you're finished, click Save Settings and confirm.
Not sure which mode fits your program? Please contact Support to discuss the best options.
Recurring Schedules
With Enable recurring meal schedule turned on, the Recurring Schedules section lists every repeating menu rotation you've built. You can have more than one — for example a summer menu and a winter menu — and one of them is always in effect .
Add schedule — enter a Name and Weeks in schedule (1–26), then Save .
Edit — rename a schedule or change how many weeks it runs.
Delete — removes the schedule and its meal assignments.
Badges show which schedule is currently in effect and whether an upcoming schedule change is queued.
Reducing Weeks in schedule permanently deletes the meal assignments for the weeks you remove. You'll be asked to confirm first.
A schedule can't be deleted while it is in effect, or while an upcoming schedule change points to it.
[Screenshot placeholder: the Recurring Schedules section of Menu Management Settings]
For how to fill in a schedule, copy weeks between schedules, and switch the calendar from one schedule to another, see Working with Menu Schedules .