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You must stop the current meal once all sales have been completed for the specific meal. Failure to stop a meal results in double-usage sales and you will not be able to complete your operating day.
- Click the Stop Meal button.
- You will be prompted with a confirmation window asking your permission to stop serving the current meal. Click Yes to stop the meal.
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Close
Allows you to close the Meal Control Panel in order to continue any necessary functions will meals are running.
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Allows you to enter payments received from customers.Step 1:
- From the Point-of-Sale tab, select Enter Payments.
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- Enter a POSID or name in the search box. Once you have located and selected the correct student, click Make Payment.
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- Enter payment information. Then, click Ok.
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Each time a serving line is closed, a new transaction batch is created for a meal and serving line. The ability to review, retrieve, skip, and remove these transactions can be accessed by clicking the Review Transactions buttonselecting the appropriate buttons. You may also search for and correct double-card usages. Step 1: Locate
- Locate and click on Review Transactions.
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In the Edit/Review POS Batches window, select the appropriate action. You may click Close at any time to close the Edit/Review POS Batches window.
Info There are four status options available. Click on the links to review Questions about Posting in theTips and Troubleshooting to complete different processes.
Status Definition Awaiting Posting All transactions have been completed for a serving line and transactions are awaiting posting. (You may still wish to check Double Card usage and Edit/Review batches.) In Progress The system views the serving line as active and meal transactions may still be occurring or the serving line has not been closed. Skip The batch has been skipped from current posting. Transactions should be skipped if attempting to post for one day or multiple days other than the current operating day. Interrupted Network connectivity has been lost or a power outage has occurred. 
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RetrieveAnchor Retrieve Retrieve
Batches need to be retrieved for schools that work offline or if there has been a loss of network connectivity for some reason.
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- Click the Retrieve button.
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Select the correct offline data path. Then, click Retrieve.
Note The Offline Network retrieves data that was interrupted. Computer paths (d:\, e:\, etc.) are used when creating line disks and are initially established in Administration and Maintenance → Cafeteria → Cafeterias → Settings.
- You will be informed once bathes have been successfully retrieved. Click Ok.
You should now see the retrieved batch(es) in the Edit/Review POS Batches window.
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Double CardAnchor DoubleCard DoubleCard
The Double Card option allows you to check for and correct any double card usage for meals.
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Refresh
Refreshes the Edit/Review POS Batches window to update information. e.g. A line operator has closed a serving line after the Review Transaction option has been selected. Refreshing the window allows the closed line to appear on the screen.
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Search
Allows you to search purchases through filters.
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Double card usages occur typically when there is loss of network or no network connectivity. A double card usage will appear if there are two reimbursable meals sold to one student or if an at-cost meal is sold to a student where no reimbursable meal exists.
- Click the Double Card button.
- Use the drop-down menu to Choose Meal.
- Review the double-card usages by clicking on the plus sign of each student.
- Right-click on a row and select the appropriate action.
- Edit Transaction - Allows the user to edit a transaction (e.g. The student ate two meals and one of the transactions was sold At-Cost). Refer to Edit/Review for details.
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You may review transactions as well as add, edit, and remove transactions in the batch.
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| title | Add - Add additional transaction(s) to the batch. |
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After selecting the Add button, complete transaction information. Then, click Ok.
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Void Transaction - Allows the user to void/remove the transaction (e.g. The Line Operator selected the wrong student from the list). Enter a comment about why you are voiding the transaction. Then, click Ok.
Warning title Fix All Warning The Fix All button will automatically convert second reimbursable meals to at-cost meals. Only use the Fix All button if your Supervisor or Central Office contact has informed you it is okay. Permission to disable the Fix All button can be found in Administration and Maintenance → Permissions → Cafeteria Role Permissions → Transactions → "Double card usage utility; fix all"
- Click Close once you have corrected all double card usage issues.
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Refresh
Refreshes the Edit/Review POS Batches window to update information. e.g. A line operator has closed a serving line after the Review Transaction option has been selected. Refreshing the window allows the closed line to appear on the screen.
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Search
Allows you to search purchases through filters.
- Click the Search button.
- Enter search filters. Then, click Refresh. You may also choose the Edit Batch option. Refer to Edit/Review for details.
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Edit/ReviewAnchor Edit Review Edit Review
You may review transactions as well as add, edit, and remove transactions in the batch.
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- Click the Edit/Review button.
- In the Edit POS Batch window, review transaction information. You may also choose to add, view/edit specific customers, or remove transactions. When you are done, click Ok.
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Enter the total number of Dollar Counts, Coin Counts, and Miscellaneous Cash collected (e.g. The drawer contains 45 ($225) 5 dollar bills; Enter 45 in the Fives row). Then, click Ok. |
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Click Add and complete transaction information. Then, click Ok.
The new transaction will appear at the end of the batch in blue text. |
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After selecting the
A new transaction is created when edits are made. The original transaction will appear with a line through it. The new transaction will appear at the end of the batch in blue text. |
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After selecting
The deleted transaction will appear with a line through it in red. |
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Toggle/SkipAnchor Skip Skip
Allows you to change the status of a batch in order to skip posting batches for a day/number of days. When you are ready to post past days, the transactions can be toggled to allow posting.
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For detailed instructions on how to use the Toggle/Skip option to post one or multiple operating days, review Questions about Posting in theTips and Troubleshooting. |
- Select a batch by clicking on it. Then, click Toggle/Skip.
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- Notice that the status changes from the current status to Skip. Repeat the process for additional batches that need to be skipped.
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- When you are ready to post batches for the skipped batched, select the batch and click the Toggle/Skip button again so the status changes to Awaiting Posting.
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RemoveAnchor Remove Remove
Removes a batch from the list such as batches containing zero transactions or where transactions have been entered a second time.
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There is no UNDO when performing this operation. Make certain you wish to perform this function before proceeding. |
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- Select a batch by clicking on it. Then, click Remove.
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- A confirmation window will appear asking if you are sure you want to delete the selected batch. Click Yes to continue with the process.
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You should notice the selected batch has been removed from the list.
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Anchor Real-Time Server Real-Time Server
Real-Time Server
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The Real-Time Server option allows you to review server activity at any time. You can see when communication with the server is started, when serving lines are started and stopped, and errors such as failure of network communication between POS and the back office machine.Step 1:
- Locate and click on Real-Time Server.
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- Review Real-Time communication details. You may choose to group information such as Event Type. You may do so by dragging a header to the space at the top of the window.
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Anchor Misc IncomeExpenses Misc IncomeExpenses
Misc Income/Expenses
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Some Districts utilize the miscellaneous income and expenses option in order to track operation costs through the profit/loss report. The Miscellaneous Income/Expenses option allows you to enter miscellaneous information such as trash expenses, equipment maintenance, catering, and fundraisers.
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For complete information on how miscellaneous incomes and expenses reflect in the Profit/Loss Report, refer to the Setup and Use of Income and Expense Accounts document. |
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- Locate and click on Misc Income/Expenses.
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Enter income and expense information in the last row designated by an * asterisk. You may click the
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ellipsis icon in order to show all entered incomes and expenses beginning at a certain date. When you are done, click Ok.
Note If you do not see the account listed, contact your supervisor or Central Office staff for assistance.
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Locate and click on Serving-Line Chat.
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Sending Chat MessagesStep 1:
- Click the Say button to begin a query of all available users who are currently logged in and attached to the site location.
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- Choose a selected user or Broadcast/Everyone to send a message to everyone attached to the site location. The Broadcast/Everyone option is an ideal tool to covey important messages quickly. Then, click Ok.
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- Enter your message in the box and click Ok.
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Receiving Chat MessagesStep 1:
- Click on the Message Alert received through Windows alerts at the bottom of the computer screen.
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- Click the Reply button to respond to messages received. Enter your reply and click Ok to send the message.
The entirety of the conversation remains in the Chat window. Those participating in the conversation are identified and time stamps are displayed.