Editing the Menu Plan

Your options from the Edit Menu Plan menu include:

• Modifying the Name
• Selecting Groups and Characteristics
• Setting a default Compare to profile
• Adding or Modifying your notes

Modifying the Name

Change the name and/or User Code here.

Groups

Change, add or delete Group/Database/Characteristics here. 

Compare to

Here you can select or change a previously selected profile to compare the Menu Plan to. Check the Compare Document to Profile box. You can either select a Generic Profile (US Label Adult, for example) or a customized profile that you have already created.

Notes

You can add and modify notes here or on the Menu Plan screen.

Additional Menu Plan Options

These options are found by right-clicking on the Menu Window and include:

• Cut/Copy/Paste
• Adding an Item
• Modifying an item
• Inserting an Item
• Deleting an Item
• Previewing an Item
• Opening an Item
• Exporting the Menu Report
• Expand/Collapse
• Choosing Display Columns

Adding/Inserting an Item

This opens the search window. Proceed as you would with any other search.

Modifying an Item

This lets you modify Quantity, Measure, Meal and Collection.

Opening an Item

Choosing this option opens the Recipe or Ingredient and lets you edit it directly. Please see Recipe and Ingredient for more information.

Exporting the Report

Use this option to export the elements of the Menu Plan (choose which elements to include) as a text file.

Search

Clicking the Search icon will open the Search options. Please see Searches for in-depth information on the various search options.