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User's Guide
Pantry for Good has been designed as a comprehensive solution for the data management needs of food banks. It features:
- Donor, customer, and volunteer accounts.
- Detailed inventory management.
- Automatic generation of donor tax receipts.
- Editable intake questionnaires.
For food banks which deliver directly to their customers, it also features:
- Automatic packing list and schedule generation.
- Google Maps integration for driver route assignment.
Have someone familiar with setting up Node.js applications follow the steps in the developer guide to install the application on a server or hosting service.
This application has not been tested on mobile devices so it is recommended to use a modern browser on a Windows or Mac computer. In your browser go to the URL your application was setup with. Sign in with username [email protected] and password password. The first thing you will want to do is to change the admin password to something more secure. In the upper right hand corner, click on admin user and choose Change Password from the dropdown menu. Enter a new password of at least eight characters in length. To change other details of the default admin user, select Edit Profile from the same dropdown menu.
Next, click on Settings in the main navigation menu to open links to 4 settings pages to customize your application.
General
| URL | The website of your organization |
| customer Intake Number | Phone number that new customers should call |
| Support Number | Phone number customers, volunteers and donors can call for help |
| Distance Unit | Miles or Kilometers depending on your locale |
| Money Unit | The currency symbol for your locale |
| EIN | EIN number for organizations that are in the United States and are tax exempt |
| Address | The address for your organization |
| Logo | Upload an image file of the organization's logo |
| Signature | Upload a signature image that will be used on emails sent out by the application |
| Icon | Upload a custom favicon for the Pantry for Good application |
| Organization | The name of your organization |
| URL | The website of your organization |
| customer Intake Number | Phone number that new customers should call |
| Support Number | Phone number customers, volunteers and donors can call for help |
| Distance Unit | Miles or Kilometers depending on your locale |
| Money Unit | The currency symbol for your locale |
| EIN | EIN number for organizations that are in the United States and are tax exempt |
| Address | The address for your organizaiton |
| Logo | Upload an image file of the organization's logo |
| Signature | Upload a signature image that will be used on emails sent out by the application |
| Icon | Upload a custom favicon for your Pantry for Good application |
| API Keys | Set your google maps API key here if it was not already setup in the installation |
Pages
This setting page allows you to customize the text for several pages
| Home | Content displayed on the home page of the application |
| Customers | Conent displayed on the customer info page |
| Donors | Content displayed on the donor info page |
| Volunteers | Content displayed on the volunteer info page |
Emails
Customize emails that the application will send out for various notifications
| Customer Accepted | Sent to a customer when an admin sets their status to accepted |
| Customer Application | Sent to admins when a customer submits an application |
| Customer Rejected | Sent to a customer when an admin sets their status to rejected |
| Customer Updated | Sent to admins when a customer updates their information |
| Donation Receipt | Email receipt sent to donors |
| Donation Received | Sent to donors when they make a donation |
| Password Reset | Email sent to users to reset their password |
Applications
After users register for an account they can choose to apply as a customer, donor and/or volunteer. For each of these roles they choose, there is an application questionnaire for them to complete. The Applications page allows you to edit these application questionnaires. The questions in each form are contained in one or more sections shown in the left column. Click on a section name to see the questions for that section. To add a question click the Add Field button. Fill in the Question Label box with the question text. Then select the answer format from the drop down box. Check required if a response is required and then click the save button. To edit an existing question, click the question and it will open up the editing fields. To re-order sections or questions click the 3 dots to the left of them and drag them up or down.
This application will allow your customers, donors and volunteers to register for an account using their email address. If you have created google OAuth API keys and configured the application to use them, it will also allow users to register and login using their google accounts. New users should go to the main page of the application and use the Sign Up link to create their account. After creating an account they can choose the Customers, Donors or Volunteers links on the top menu bar to apply for those roles. As an administrator you can see a list of all user accounts by going to the User Accounts link on the main navigation menu. This list will allow you to edit the name and email address associated with the account. If a user has lost their password and no longer has access to the email address they registered with you can update their email address here. Then have them use the forgot password link with their new email address to reset their password.
After users submit a customer application they will be saved in the database's list of customers. Administrators can use the Customers link on the main navigation menu to go to the list of customers. Initially a customer's status is set to Pending. By clicking on the view button you can see the customer's information, including their answers to the application questionnaire. Below the customer's information, there are buttons to change their status. By clicking on Accept or Reject, the customer's status will change to Accepted or Rejected, and they will receive an acceptance or rejection letter by email. Setting the status to Inactive indicates the customer is accepted but that no packages or deliveries should be made for them.
From the Customers list page you can also click the blue pencil icon for each customer to edit their application questionnarie info. By default the questionnaire has a section where the customer checks off which foods from your inventory database they prefer. This will be used to determine what food shows up in packing lists. You can edit any of the customer's info or food preferences but the customer can also change anything you change here.
When logged on as an admin you can click the Volunteers menu item in the main navigation menu to see a list of users registered as volunteers. In the last column of the table click the pencil icon to edit their info from their volunteer application questionnaire. Click the eye icon to view their volunteer application questionnare info, their status and their roles. Checking a role will give the volunteer access to different functionality of the app according to what tasks they will be doing as a volunteer.
When logged on as an admin you can click the Donors menu item in the main navigation menu to see a list of users registered as donors. Click the eye icons in the table rows to see a list of donations from each donor. Donations can be entered by the donors themselves or by administrators using the Add Donation button at the top of the table. Donations need to be marked as approved by an administrator. Donations pending approval have a blue button labeled Approve. Click the button to approve the donation. Click the eye icon to see details about a donation.
To manage your food bank's inventory click the Inventory menu item of the main menu in the left column. All food items must be in a category, so initially you must create at least one category. After creating your categories you can click the green Add to Inventory button to create food items in your inventory.
Food Scheduling
For each food item you can designate the frequency that it should be packed. Every week, every other week, every 3rd week, etc. This is set on the Food Schedule page. For foods that are less than often than every week the start date determines which week the cycle starts at.
Food Packing
Click the Packing List menu item to open the page with the food packing data. The packing list table shows all the active customers who have not had a package packed for them in the last week. The Preferred Foods column shows the foods the customer has indicated as preferred and that are scheduled for this week. To create a new package containing all the foods in the preferred foods column check the checkbox to the left of the customer # and click the Mark Selected Customers Packed button. To create a package where the contents don't exactly match the preferred foods use the blue Pack button. A dialog box will open listing the customer's preferred foods as well as a select box if you want to add a non-preferred food. When packing a package, it's contents will be deducted from the food inventory counts.
The Packed Packages table shows all the packages that have been packed. If a package was entered by mistake or a package gets cancelled you can click Unpack and it will delete the package entry and add the contents back to the inventory.
Deliveries
To manage deliveries go to the Deliveries menu items from the main menu. First go to the Route Assignment page. This will list the volunteers that have been assigned the driver role along with the number of customers assigned to them. To assign customers to a driver, select the driver, then change the customers select box to Unassigned customers. Check the customers you want to assign and click the green Assign Selected button.
To view the list of all drivers again click the down chevron icon in the Drivers section.
To un-assign customers from a driver, select the driver, then uncheck the drivers to un-assign and click the green Assign Selected button.
To see a list of drivers and their routes go the the Drivers page in the Delivery section of the main menu. Stops on the routes can be re-ordered by dragging each stop up or down. Clicking the blue Route button will show a route on the map going through all the stops in the order listed. Clicking the Optimize button will cause the application to attempt to determine the order of stops for the most efficient route and re-order the stops for that route. The Show on Google will open Google Maps directions for the route.