Agency Log in Shown Log in for Admin – Using the login used to Access the DSA

Key in main page content Enter Images Physical Path- set at startup Choose Header Graphic – Usually Logo Select Database-set at start up

Notable Links – Web Addresses the Food Bank wants to make available to the Agencies.

Food Bank Closed Dates-these dates affect the next available PU/ Del date. This data can also be entered from the DSA Food Bank Closed Dates.

Web Window Portal Settings Disable Login

Web Window Portal Settings The Portal Settings page allows you to control your website and the data to display. 1. Disable Login: when checked, Agencies cannot login. Use when doing maintenance to the site 2. Force Last Day for Stats: This sets the stat date to the last day of the current month even if they are being entered earlier than the date 3. Max Future Days for Stats: limits how early stats can be entered whether or not stats are required for ordering gets set in the DSA. If not set in DSA, then not required for ordering.

Items 4-10 and work in conjunction with Foodbank Closed Dates entries to make calculations concerning order processing dates. Times below are to be entered in military format. 24:00 format 4. First Appointment: enter time of first possible appointment of the day 5. Last Appointment: enter time of last possible appointment of the day 6. Appointment Interval: Duration here is in minutes, ie. 15 or 30 Integer values 7. Lunch Start: if applicable, enter time FB closes for lunch 8. After Lunch: if applicable, enter time FB re-opens after lunch 9. Min Days Order Online: This is the lead time in days needed for filling an order at the foodbank. Integer value

10. Order Cut Off Time: Time after which the order would be pushed out to the next available day. 11. Default Delivery: if blank, uses Agency’s default delivery code. Or else, use this default. Agency Default overrides this though. 12. Open Saturdays: check if the Food Bank is opened on Saturdays 13. Open Sundays: check if the Food Bank is opened on Sundays 14. Allow submit Order: must be checked to allow agencies to place orders 15. Disable OnLine Allocations: if checked, suppresses all tabs related to Allocations: Batches, Allocations 16. Disable OnLine Ordering: if checked, suppresses all tabs related to Orders 17. Disable Transfers: if checked, suppresses Transfer tab

18. Hide Meals/People: if checked, suppresses display of Meals/People on Agency Statistics page. 19. Disable Show Grants: if checked, suppresses Agency Grants tab 20. Stop New Order Before: if populated, prohibits creation of new order until current order has reached a specific action in the order life-cycle. The choices are: BLANK – no prohibition Reviewed Released Pick Order Confirmation 21. Use Live Scheduling: If checked, allows appointments from website to be scheduled into Primarius real time.

22. Allow Warehouse Change: If checked, agency is allowed to change their ordering warehouse before starting their order. 23. Auto Apply Grants: If checked, Grants will be used as they enter their order to offset their balance and Grants column will be shown in Shopping List grid. 24. Order Entry Contact: Controls if Contact information is included in Order Notes. The choices are: Hide Optional Required

25. Order Entry Life (hours) – The number of hours after the Order Entry date and time that an order is allowed to exist in the system without being completed. Orders that are beyond this limit will be deleted and marked as VOID. Default is 0 = disabled. 26. Disable Statistics – Disables Statistics tab. Default is false. 27. Disable Agency Data – Disables Other Agency Data tab where Agencies enter user defined group data. Default is False 28. Hide Print Shopping list on Home – True will hide the print shopping list. Default is False.

Allow Edit Receipt Date in Mobile – Allow Receipt Entry date to be edited during entry from RPLogin.aspx and PFRLogin.aspx. Default is false.

Setting Up Order Shipping Options Allow Change Warehouse if checked allows agency to change the ordering warehouse to one other than their default warehouse in their Agency card Def. WHSE. Force Default Delivery if checked forces the value selected in Default Delivery as the Method when placing an order. This will override Def Ship Via in Agency card General 1 tab. Method will be forced to Def Ship Via in Agency card General 1 tab for this agency if value is other than **NONE** or BLANK and Force Default Delivery is unchecked.

If Force Default Delivery is unchecked and Def Ship Via is **NONE** or BLANK, Method will default to "Pickup" with selections of Pickup or Delivery. Non Live Scheduling: Use Live Scheduling must be unchecked. Date and Time when ordering will be forced to Pickup Day and Pickup Time in Agency card Status 3 if Pickup Day is NOT set to NONE.

Live Scheduling: Use Live Scheduling must be checked. Only Method can be forced if using Live Scheduling. If ordering warehouse does not have schedule locations with type matching the selected Method, "No Data" is displayed in Location. To default but not force Date, Time and Location Pickup Day Pickup Time Schedule Location must be set in Agency card Status 3. If they are not set, Method defaults to "Pickup" and Date is set to the minimum pickup date possible.

Check the appropriate box for that column to show on the Shopping List

Search will find the products that contains the search word. Product will contain drop down of products from search Graphic choose the graphic to be used with the product-Save to keep

Browse to a Graphic to be uploaded for use in PWW then choose Upload.

Release Notes – Lists the Defects and Enhancements with the Version they are in.

Help Screen – Provides info on Fields or Tabs on current open screen.

The login Screen for the Agency uses the three Fields Agency Ref: Agency Ref: Username: From Agency Maint. Contacts Tab. Username: From Agency Maint. Contacts Tab. Password: From Agency Maint. Contacts Tab. Password: From Agency Maint. Contacts Tab. Closed dates also appear here.

Custom Intro from Main Page settings of PWW Admin. Notable Links will Appear on the right of this Screen. Closed dates will appear at bottom of Intro screen

Your Cart: Products that have been Ordered but have not been checked out by the Agency from the Online order.

Available Batches – From the Allocations Module

Products that have been accepted from Allocation Batch but not yet made into an order in the Allocation Module.

Allocations will show all batches for this Agency. This Tab, Screen, Available Batches and Pending Review hidden by settings in the Admin Portal Settings.

Clicking on a batch will open the detail for accepting the Items Allocated to the Agency.

Orders will show all orders for this Agency. You will also be able to see the order status.

Clicking on an order will show the Detail here.

Print order from the previous screen will generate this PDF of the Order.

Grants will show the available Non-Pooled Grants for this agency with a total of Non- Pooled Grant Balances.

Statistics will show all statistics for this agency

Clicking on a statistic will get the detail.

Print Statistic will get a PDF of the Statistic

Other Agency Info-This will show any User Defined Group data.

This will show the Detail of that User Defined Group entry. Print Record will generate a PDF of that entry.

My Docs currently will show listing of Statements (Requires Generate Statements in Primarius).

My Docs will also show a list of PDF Invoices (They are created when Printing from the Order Entry screen). Click the Detail to get the PDF of an Invoice

Similar to the Original Invoice Note Watermark w/date and time created from PWW

Agency Data as it is in your Agency Maintenance. This Data is not editable. If Hide Financials is set for login AR Info will be suppressed.

Shipping Options Showing Live Scheduling Using defaults for Day and Time Agency chooses Method, Date & Time

Order Entry/Shopping list

Product details-Shown by checking Ref Number.

Shopping List Features Search Sort-Single or Multiple Star-Filter Print Shopping List Print Cart View Cart

Contact Info Shipping/Delivery Info Checkout

The Agency can get a PDF summary of the Order In Primarius review the order by going to Actions > Order Processing > Review POL Orders. Only orders where the agency has checked out will be seen with EnteredBy POL Order. The Food Bank will review and Process like any other order

Orders can also be seen in order Maintenance but they may not yet be complete by Agency. Trying to open an Incomplete Order will trigger an agency locked message. Click No to NOT remove the lock or the agency will not be able to finish their order.

Additional logins thru PWW Agency Retail Pickup Mobile Retail Pickup Mobile Food Recovery

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