General Setup

Food Bank Settings

There are a few company-wide settings that need to be determined before using the Food Bank system.

• Default Menu Type: Choose either Congregate or MTM
• Document Type: Either a Sales Order or Sales Invoice will be created when the Meal Requirements Planning is run

  • Sales Order: allows you to process pick tickets to pick inventory from bins and post shipments to relieve inventory

  • Sales Invoices: create 1 document that will automatically relieve inventory when posted

• Document Prefix
• Delivery End Date Calculation (0-30)
• Meal Document Creation Batch Size (1-200)
• Last Planning Date
• Work/Delivery Days
• Batch Job Email Alert Recipients

Data Setup

Component Type

The Component type that is assigned to items will define the meal type, meal value, and the billing item that will be used for billing purposes.

• Meal Type
• Meal Value
• Billing Item: will be used when calculating the amount to bill for meals delivered

Item Setup

• Meal Component Types
  • This will be used when setting up a menu to define what type of item is on that menu. Multiple meal component types can be assigned to one item.
  • For example, Spaghetti and Meatballs might be an Adult Lunch as well as an Adult Dinner. Or – Milk may be used for a Breakfast, Lunch, and Dinner. Therefore, all 3 of these component types must be assigned to the Milk item.

• Meal Program
  • An active meal program will be used to link the menus and the accounts together.

Article General-Setup  ·  Last updated November 14, 2025 · GoldFinch ERP Help Center