Versions Compared

Old Version 32

changes.mady.by.user Robin Rodrigue

Saved on

compared with

New Version 33

changes.mady.by.user Robin Rodrigue

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Anchor
Customers
Customers
Customers - Add, edit or subscribe customers.

 

Insert excerpt
Central Office Operations
Central Office Operations
nopaneltrue
 

Once you have established all necessary information for the customer, click Ok.

...

  1. Locate and click on Maintenance from the ribbon. Then, select POS Groups.
  2. Enter a new POS group. Then, click Ok.
  3. Locate each student's record that will be part of the POS group and click Edit POS Customer.
  4. In the Edit POS Customer window, Use the drop-down menu to select the correct POS Group. Then, click Ok.

 

...

Anchor
Users
Users
Serving-Line Users

...

  1. Locate and click on Maintenance from the ribbon. Then, select Serving-Line Users.
  2. Complete POS-Only User information. Then, click Change Password.
    1. User name - Enter a username.
    2. Full Name - Enter the user's full name.
    3. Role - Use the drop-down menu to select Line Operator if the role is different.
  3. Establish a password. Then, click Ok.
    1. Enter the user's password or have the user enter a password.
    2. Confirm the password by entering it a second time.
  4. After you have entered all new POS Line Operator's, click Ok.

 

...

Anchor
Control Panel
Control Panel
Meal Control Panel

...

    1. Click the Main Machine button.
    2. In the Attach Serving Line window, select the proper serving line. Then, click Ok.

...

...

Line Disks

Line disks can be created when there is no network connection or if one or more computers are not connected to a network. POS information is placed on a removable drive and accessed on the serving line. Once transactions have been completed and the serving line is closed, the current data can then be imported back into the main machine to complete daily operations.

    1. Click the Line Disks button.

    2. Select the appropriate line in which you would like to create a line disk. You may choose to include photos and program updates by placing a checkmark in the Options box. Then, click Ok.

      Info

      It is highly recommended that line data for each serving line is created separately on separate external storage devices (e.g. cd, flashdrive, external hard drive, etc.)

    3. Insert the removable drive in the location indicated. Then, click Ok.

      You will see a series of processes running while the line disk is created.

    4. Once the data has been successfully created, the following window will appear. 

      Warning
      titleExternal Drive Removal

      Follow the procedures on How to Properly Remove an External Drive to remove the storage device. These procedures should always be used when removing external devices for all computers. Failure to properly remove external devices can result in data corruption.

...

...

Stop Meal

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.

    1. Click the Stop Meal button.
    2. You will be prompted with a confirmation window asking your permission to stop serving the current meal. Click Yes to stop the meal.

...

...

Close

Allows you to close the Meal Control Panel in order to continue any necessary functions will meals are running. 

...

  1.  Locate and click on Review Transactions.

  2. 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.

    StatusDefinition
    Awaiting PostingAll 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 ProgressThe system views the serving line as active and meal transactions may still be occurring or the serving line has not been closed.
    SkipThe 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.
    InterruptedNetwork connectivity has been lost or a power outage has occurred.

...

...

Anchor
Retrieve
Retrieve
Retrieve

...

You may review transactions as well as add, edit, and remove transactions in the batch.

 

Info
 

 

 You may choose to Print Receipt after adding and editing a customer transaction.
    1. Click the Edit/Review button.
    2. 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.

...

Expand
titleEnding Cash - View the Edit Ending Cash Balance window.

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.

Expand
titleAdd - Add additional transaction(s) to the batch.

Click Add and complete transaction information. Then, click Ok.

 

Info
titleAdd/Remove Purchase

To add a purchase to a customer, click Add Purchase and select the item(s)/meal(s) purchased.

To remove a purchase, select the correct row from the list and click Remove Purchase.

The new transaction will appear at the end of the batch in blue text.

Expand
titleView/Edit - View and/or edit a transaction for the selected customer.
      1. Select a customer and click View/Edit to review the transaction.
      2. Click Edit Transaction to make changes to the customer's transaction.
      3. Enter a comment as to why you are editing the transaction. Then, click Ok.
      4. Complete necessary edits. Then, click Ok.

 

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.

Expand
titleRemove - Remove incorrect transactions.
      1. Select the customer. Then click Remove.
      2. Enter a reason for removing/voiding the transaction. Then, click Ok.

The deleted transaction will appear with a line through it in red.

...

...

Anchor
Skip
Skip
Toggle/Skip

...

  1. Locate and click on Real-Time Server.
  2. 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.

...

...

Anchor
Misc IncomeExpenses
Misc IncomeExpenses
Misc Income/Expenses

...

  1. Locate and click on Misc Income/Expenses.

  2. Enter income and expense information in the last row designated by an * asterisk. You may click the 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.

...

...

Anchor
Chat
Chat
Serving-Line Chat

...

  1. Click the Say button to begin a query of all available users who are currently logged in and attached to the site location.
  2. 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.
  3. Enter your message in the box and click Ok.

...

...

Receiving Chat Messages

  1. Click on the Message Alert received through Windows alerts at the bottom of the computer screen.
  2. Click the Reply button to respond to messages received. Enter your reply and click Ok to send the message.
    Image RemovedImage Added

The entirety of the conversation remains in the Chat window. Those participating in the conversation are identified and time stamps are displayed.