How to Generate Weekly Program Shopping Lists

Use this process to automatically generate shopping lists for all supplies needed to run your staff’s weekly program plans, based on approved plans and enrolled children.

Last updated About 2 hours ago

Step 1: Open the Shopping List Report

Navigate to the Learning module. At the top, go to Reports, then scroll down to the bottom and select Shopping Lists.

Step 2: Set the Date Range and Select Groups

In the Shopping List report, choose the appropriate date range for the period you want to shop for.

Select the group you want to shop for. You can also multi-select if you need to generate shopping lists for multiple groups at once.

Step 3: Apply Filters and Generate the List

Click Apply to generate the shopping list based on your filters.

The system will look at all approved program plans for the selected period and automatically compile all listed supplies, scaled to the number of children planned for, making your shopping preparation much easier.