CP and Commissary FormsWeb Manual

The CP and Commissary forms are available from the employee resources section of the Web site.

Cortlandasc.com

Click Employees in the footer on the HOME page only

Click under Internal Business Web Pages - Dining Services Order Forms

To place an order

Select the order system

Select the proper unit from the drop down

Click view

Select the week. If the Commissary/CP manager has closed the form for the week, the manager is asked to fill out a separate ADD-ON FORM to revise the order.

The unit managers can update and submit the forms as frequently as needed until the week is closed.

Enter orders for each product.

Click Save. An email will be sent to the person saving the order.

Print or Print with Prices OR View a closed week

F2

Log In

Click Dashboard in upper left

Click Comm Transfer ( Bakery) or CP transfer across the top

Click View for an open or closed week

Click Print or Print with prices

COMMISSARY STAFF

You can access the database by clicking edit on the page

Press F2

Log on

Click Dashboard at the top left of the page

You can Print the week’s form on the screen by clicking print.

You can print with prices with will give you a report like the one below. This is a multiple page PDF report.

The CP/Commissary manager can view the requests, edit them, and produce a printed report for collection of the items for production.

Only master users and those who have been given permissions will have all the Commissary and CP function button on the view screen.

Commissary/CP Permissions are given by clicking Permissions.

Enter or delete the names separated by a comma.

Add a New Product

ClickProduct at the top of the screen and enter item and price.

Click edit next to any item that needs a name, category, pack, or price change. Click delete to remove the product.

Add a catagory

Click category.

Click Add a new category is red at the top of the page.

Enter the items and accounting code the transfer cost should be charged to ( see Accounting). Click plan under and click top level.

Click edit next to any category that needs a name change. Click delete to remove the product.

To put in a sub category click Add a product. Enter the items and accounting code the transfer cost should be charged to (see Accounting).

Click place under and click the category.

Page break on reports

To ensure proper page breaking on the reports, there is a link at the top of the EDIT VIEW that allows thecommissary managers to insert page breaks above or below any group of products.

Close a week

When no more orders will be accepted, due to the fact that production reports have been printed and commissary raw product must be ordered, the Commissary Manager will close the week.

Click close week next to the week you wish to close. This will close the ordering ability for units.

You can reopen the week by clicking reopen. View is always available until the orders are deleted. ( see below)

Delete Orders

The system will begin to slow down when there is too many old orders. Do not delete old orders until accounting has all the data they need to process transfers. This should be done about each semester.

To Change Managers/Supervisor Users who can enter orders by units

Then click “dining units” button

Click edit the unit you wish to add or change

Click Edit next to the unit

Click the manager you wish to access and click the right arrow to move into the selected column

Click Submit

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