Learn. - Food Pantry Helper

Food Pantry Helper Overview.

This 2 minute video will give you an overview of Food Pantry Helper.

Food Pantry Helper How To Use Clients / HH Members / Pickups Tracking.

This 4 minute video will show you how to add clients, household members and log a food pickup.

Food Pantry Helper How To Use Clients/HouseHolds Import.

This 4 minute video will show you how to import client data into Food Pantry Helper.

Food Pantry Helper How To Use Inventory Tracking.

This 2 minute video will show you how to use the Inventory Tracking feature.

Food Pantry Helper How To Use Grant Tracking.

This 2 minute video will show you how to use the Grant Tracking feature.

Food Pantry Helper How To Use Staff/Volunteer Tracking And Scheduler.

This 2 minute video will show you how to use the Staff / Volunteer Scheduler.

Food Pantry Helper How To Use Reports.

This 2 minute video will show you how to use Reports section of Food Pantry Helper.

Food Pantry Helper How To Use Donor Tracking.

This 2 minute video will show you how to use Donor section of Food Pantry Helper.

Food Pantry Helper How To Use Client Pickup Using a Barcode.

This 2 minute video will show you how to use Client Pickups / Barcode of Food Pantry Helper.
This feature requires you have a Barcode Reader that reads PDF417 codes. The Barcode reader just acts as a keyboard.

Food Pantry Helper How To Use Client Kiosk Mode.

This 2 minute video will show you how to use Client Kiosk Mode of Food Pantry Helper.
This feature requires you have a Barcode Reader that reads PDF417 & UPC codes. The Barcode reader just acts as a keyboard.

Food Pantry Helper How To Use Client PreSchedule a Pickup.

This 2 minute video will show you how to use Client PreSchedule a Pickup of Food Pantry Helper.

Food Pantry Helper How To Use Client PreOrder Items (Shopping Cart).

This 2 minute video will show you how to use Client PreOrder Items (Shopping Cart) of Food Pantry Helper.

Food Pantry Helper How To Use Back Pack Program Features.

This 3 minute video will show you how to use the Back Pack Program Features of Food Pantry Helper.

Settings/Security Functions you can perform as Primary Account.

Administration Functions (Click on Username - upper right corner)

Add/Edit Administration Message (Welcome Message)
Edit Client Pickup Bag Default setting
Edit Client Pickup Default Event setting
Set Pickup Limits (set warning limit if too many pickups are made in the month)
Manage Inventory Categorgies (for Plus/Prem Plan Accounts Only)
Manage Locations (for Plus/Prem Plan Accounts Only)
Manage Userid Account/change password
Manage Secondary Accounts (add/edit secondary user accounts)
Pay or renew account plan
View previous account payments
Enable BackPack Program Features
See User Activity Logs

Reports (Filtered by Date Range).

Reports let you see activity and client data. (word and excel may be required)

Dashboard shows HouseHolds served
New Clients
Donations
Executive Summary (word document) shows you households served broken down by age groups and veterans, Donations and Grants received, and allows you to enter/edit document for your own organizations purposes.
Households Served Report (word document) shows of summary of clients served
Manage Userid Account/change password
Client Pickups (excel) shows a list of clients served

How to let a Client PreSchedule a Pickup. (Plus or Premium Plan required)

When logged in as your Admin Account, goto upper right corner and Click on UserName, then choose "Manage Client Preschedule". At this point you can set up Days / Times when you allow Client to Preschedule.
Give Client a PIN (within client screen). You also need to fill in Client email as for security, it sends a passcode to Client via email when then log in.
Let Client know they need to goto https://www.foodpantryhelper.com/clientservices. The Client will need to enter their LastName, last 4 phone and their PIN. Client will get an email (they should check their spam box just in case). Then they will come to a screen where they can pick the date/time they want to come in.
You as Admin can see All the Preschedules by going to REPORTS section - "At A Glance Reports". Or you may also chose "Client Schedules Summary" in Client Schedule Pickup Report on bottom of REPORTs screen.

How to use Barcode scanning for Client Pickup. (Plus or Premium Plan required)

To create a Client Barcode. In Client section, click "Scan" to the right of a Client.
This will produce a BarCode image (PDF417 type barcode) that you can download (right mouse click) and use on a tag.
The Barcode reader must be configured to act as a keyboard.

When logged in as your Admin Account, click the link "Client Pickup Scan" on the bottom of Clients Section.
You can then scan the Client's Barcode and the system will bring you to that Client's pickup screen.
The Barcode reader must be configured to act as a keyboard.

Client Kiosk Mode Barcode Scanning (Premium Plan required).

This feature lets a Client scan in and then scan items for pickup.

You will find the link for this feature in Clients section, bottom right "Client Kiosk Mode".

First Scan Client BarCode, then start scanning items, then click "Complete Order".

The items your Client choose will show in Clients - Pickups - Details for that Pickup.

To see ALL the recent Pickups on one screen (and the items ordered) goto REPORTS - AT A GLANCE REPORTS - CLIENT PICKUPS

Requires Barcode Scanner to read PDF417 codes (for Client Identification).
Requires Barcode Scanner to read UPC codes (for Item Identification).

Card (Gift, Milk, Item, Money Card) creation and issue on pickup (Premium Plan required).

This feature lets a Client Pickup indicate a Card was issued during the pickup.

Step 1. Goto upper right, click on your username. Choose Manage Categories.
Step 2. Add a category with the term "Card" in it. "Milk Card", "Gift Card", "Money Card".
Step 3. Goto Inventory section and click on bottom link, "Create Card".
Step 4. Choose one of the Card categories and enter in other required fields. We suggest you give Title as something descriptive such as "Gift Card - $100"
Step 5. On Pickup, you will now see that Card choice next to "Card Issued".
Step 6. Proceed with Pickup input as you normally would.
To export the data. You may use Export feature on Clients section, "Export Clients Pickups To Excel - Last 180 Days". Advanced Reporting will also show this data in Reports section.

Importing Client Data from another DataBase.

This feature will allow you to paste your comma delimited Client contact data into Food Pantry Helper.

Max of 200 imports at one time.
Household family members will not be imported. Only main household client. You may manually add HH members after import is complete.
Format of data must be (15 fields): ClientFirstName (100 char max),ClientMiddleName (50 char max),ClientLastName (100 char max),Address (100 char max),Address2 (50 char max),City (100 char max),State (25 char max),Zip (5 char max. digits only),Phone (20 char max. digits/dashes),Cell (20 char max. digits/dashes.),Email (50 char max),BirthDate (mm-dd-YYYY),DateBecameClient (mm-dd-YYYY),Notes (200 char max),HouseHoldIncome (whole number, no decimals).
Blank fields are okay for Phone, Cell, Birthdate (defaults to current date if blank), DateBecameClient (defaults to current date if blank), Notes and HouseHoldIncome. But you must still have a comma so we detect the field.
Within the data, do not use special characters, commas or periods. "!'#$%^&*(),. are NOT accepted.
Please ensure your data is clean, accurate and without duplicates. This procedure imports without checking for duplicates.

How to configure Two Factor Authentication (2FA).

2FA verifies your identity when logging in by your Username / Password and a code sent by Text or Email message. Once 2FA is enabled, upon login, you will enter your Username / Password, and then be prompted to enter a code that was sent to your email or text number.

This code is needed when one of these conditions exist:

When configuring 2FA.
When logging in for first time after configuring 2FA.
When using a different PC / Browser then previous login.
When 30 days have expired since entering last code.

Configuring 2FA:
Step 1. Log in as your primary account (this is the account you used when first setting up Food Pantry Helper.
Step 2. Click on Username (on upper right corner of screen)
Step 3. Choose "Manage Primary Account".
Step 4. Choose communication type (either email or text), Then enter in your email or cell phone # (Account gets only ONE email or phone #). Click "Set Two Factor Authentication" button.
Step 5. For verification, you will recieve a code, enter in that code and click "Confirm".
You have completed the set up for 2FA.

How to add secondary user accounts.

We strongly recommend secondary accounts be created for staff and volunteers. Secondary accounts allow you to restrict what features within Food Pantry Helper the user can access.

Your subscription level determines how many secondary accounts your are issued:
You can acquire more secondary accounts via "Pay for Add-Ons" within the Admin dropdown.

Standard Plan: 1 secondary account.
Plus Plan: 4 secondary accounts.
Premium Plan: 19 secondary accounts.

Adding Secondary Accounts: (you may also edit or delete existing accounts)
Step 1. Log in as your primary account (this is the account you used when first setting up Food Pantry Helper).
Step 2. Click on Username (on upper right corner of screen)
Step 3. Choose "Manage Secondary Accounts".
Step 4. Click "Create New Account".
Step 5. You can then add the UserID and Password for that user. The UserID must be a working email address.
Step 6. Then click the checkbox for what features you want this user to have access to.
Step 7. Click "Edit/Create Secondary User" button.