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Note |
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Function key sales for Free or Reduced meals should only be used for Provision 2 schools or if there is unquestionable proof of the customer's benefit status and they are not in the system. Selling Free and Reduced meals through the function keys can lead to audits and penalties. |
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Customer Selection window
1 | Lists all available customers subscribed to the cafeteria. Tip |
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title | Customer Pick List Tips |
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| - If a customer's name is highlighted green, a meal has already been sold to the customer.
- Once a customer has been located or selected, the name will be highlighted blue.
- Nicknames and alternate names appear in quotes.
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If a meal has already been served to a customer, a warning message will appear. Click Ok to continue selling another meal/item to the customer. Image Modified |
2 | Customer information is displayed in the tan areas of the window. The customer's POS ID, name, grade homeroom, automatic sale indicator, balance, meal benefit status (indicated by number code), number of breakfast, lunch and snack meals remaining (as determined by unallocated funds), and unallocated balance are displayed. (This information is also displayed in the POS screen.) |
3 | On-screen number pad for entering a customer's POS ID number. |
4 | Quick buttons for common Key Help/Function Key options. Common options are Quit Serving-Line, Add Customer from Other School, Adult sales, Display Line Totals, Employee sales, Pause serving line, Review Transaction, and At-Cost Meal sales. |
5 | Search by Name brings up the Name Search window. Enter some or all parts of a customer's name. Then, click Ok. Image Modified |
6 | Key Help (Ctrl-F1) brings up the function key help window. Review all Key Help options above. |
7 | Network connectivity icons display if the network is functions properly between the serving line and the main/back office computer. (This information is also displayed in the POS screen.) |
8 | The Chat button allows you to send and receive messages between other serving lines and the main/back office computer. (This information is also displayed in the POS screen.) |
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Main Screen when Utilizing an Input Device
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title | Special Keys - Review Special Keys |
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| Key Stroke | Description | Function | F1 | Free Student | Allows the sale of a meal/item to a free student that has not been entered into the system or the student's application qualifies him/her as Free. This should not be used unless there is unquestionable proof of the student's benefit status. Select all necessary items sold and click Ok twice to complete the sale. You must enter the student's name to complete the sale. Expand |
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title | Name required for function key sale - Review the Name required for function key sale window. |
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| Image Modified |
| F2 | Reduced Student | Allows the sale of a meal/item to a reduced student that has not been entered into the system or the student's application qualifies him/her as Reduced. This should not be used unless there is unquestionable proof of the student's benefit status. Select all necessary items sold and click Ok. Collect payment, give change, and click Ok to complete the sale. You must enter the student's name to complete the sale. Refer to the F1 details to view the Name required for function key sale window. | F3 | Paying Student | Allows the sale of a meal/item to a paid student that has not been entered into the system or the student's application qualifies him/her as Paying. This should be used if there is any question to the student's benefit status not already in the system. Select all necessary items sold and click Ok. Collect payment, give change, and click Ok to complete the sale. You must enter the student's name to complete the sale. Refer to the F1 details to view the Name required for function key sale window. Expand |
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title | Multiple Options for Paying Student Key |
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| In cases where more than one more than one price category is needed for a paying student, the end-user will be prompted to make a selection. (i.e. Hometown Middle feeds grades 5-9; however, 9th grade is charged $3/meal versus $2.50.) Additional Paying Student function keys are established in Customer Maintenance → Status at the Back Office and Central Office level. Image Modified |
| F4 | Helper Student Sale | Allows the student to eat a reimbursable meal without being charged. F4 should be selected prior to entering a student worker's number. | F5 | Adult | Allows sales to teachers/adults to be recorded. Select all necessary items sold and click Ok. Collect payment, give change, and click Ok to complete the sale. | F6 | At Cost Meal | Allows the sale of At Cost items to students. Select all necessary items sold and click Ok. Collect payment, give change, and click Ok to complete the sale. | F7 | Catering | Allows catering sales to be recorded. Select all necessary items sold, collect payment, give change, and click Ok to complete the sale. | F8 | Employee | Allows sales to cafeteria employees to be entered. Select all necessary items sold and click Ok. Collect payment, give change, and click Ok to complete the sale. | F9 | "Special" Adult | Allows sales to adults other than those already stated to be entered. Select all necessary items sold and click Ok. Collect payment, give change, and click Ok to complete the sale. | F10 | Toggle Customer Input | Toggles the customer input devices (peripheral devices) on and off. | F11 | Toggle Images | Toggles customer images on and off. | F12 | Alacarte Sales | Brings up items for à la carte sales to be entered. Select all necessary à la carte items sold and click Ok. Collect payment, give change, and click Ok to complete the sale. |
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| Key Stroke | Description | Function | Shift F1 - F12 | Quick Sale #1 - #12 | Allows the sale of an established meal/item. This function can be performed from the main screen or while in the sales screen. |
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| Key Stroke | Description | Function | Ctrl F1 | Function Key Help | Brings up the Special Keys (also known as Function Keys) window. | Ctrl F2 | Skip Auto Sale | Allows skipping an automatic sale if the Auto Sale feature is turned on. | Ctrl F3 | Print Receipt | Allows a receipt to be printed for the last transaction (payment, sale, refund) if a printer is connected. Expand |
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title | Print Receipt - Review the Print Receipt window. |
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| Image Modified |
| Ctrl F4 | Open Cash Drawer | Opens the cash drawer. | Ctrl F5 | At-Cost Adult | Allows the sale of At Cost items to teachers/adults. Select all necessary items sold and click Ok. Collect payment, give change, and click Ok to complete the sale. | Ctrl F6 | Display Line Totals | Brings up the Line Totals window to show descriptions of reimbursable, at-cost, and other items sold as well as payments and the total number of meals and items sold on the serving line. When the serving line has been shut down or the program is restarted, a new batch is created; therefore, line totals only reflect the current batch and may seem inaccurate. Expand |
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title | Line Totals - Review the Line Totals window. |
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| Image Modified |
| Ctrl F7 | Add Customer | Brings up the Add Customer Subscription window. This allows you to search for a customer/student fed at another location and subscribe that student to your cafeteria as a Regular Attender or Guest. Expand |
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title | Add Customer from Other - Review the Add Customer from Other process. |
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| - Enter the name, student number, SIS data, school, and/or POS ID in the Search fields and click Refresh. Then, select the appropriate student and click Ok.
Image Modified - In the Customer Subscriptionwindow, select if the student is a Regular Attender or a Guest.
Image Modified - Complete the sale.
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| Ctrl F8 | Reset input | Resets input devices in cases where there is an error. If the error continues to occur, the device options may need to be revisited to ensure accuracy. Expand |
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title | Reset Input Device - Review the Reset Input Device window. |
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| To complete resetting the device, click Ok. Image Modified |
| Ctrl F9 | Pause serving | Allows the serving line to be paused in order to access the computer's desktop or other programs. You must re-enter your password in order to access Newton POS again. Expand |
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title | Serving Line Paused - Review the Serving Line Paused window. |
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| Image Modified |
| Ctrl F10 | Quit Serving-Line | Brings up the Quit Newton POS window to begin the process of quitting the serving line at the end of meal sales. Expand |
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title | Quit NewtonPOS - Click to review the Quit NewtonPOS window. |
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| Image Modified |
| Ctrl F11 | n/a | | Ctrl F12 | n/a | |
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title | Alternate (Alt) Keys |
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| Key Stroke | Description | Function | Alt F1 | n/a | | Alt F2 | Group Search | Lists students by groups or homerooms. | Alt F3 | Change Commonly Sold Item | Brings up the Pick Auto-Sale Item window allowing you to change the most commonly sold item. (e.g. Hot Line Lunch to Salad Bar Lunch) | Alt F4 | Quit Serving Line | Brings up the Quit Newton POS window to begin the process of quitting the serving line at the end of meal sales. | Alt F5 | Set Auto-POSID-Prefix | Allows the user to select and keep the first numbers of the student POS ID. | Alt F6 | Review Transaction | Brings up the Pick a transaction to review window to show all transactions that have occurred on the serving line. Expand |
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title | Review Transaction - Review the Review Transactions window. |
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| - The window shows the transaction date/time, POSID, name, number of items sold, and amount tendered. You may also choose to search by POSID or name. Select the correct customer or transaction. Then, click Ok.
Image Modified - In Transaction window, you may Edit or Void a transaction or choose the Print Receipt button.
Image Modified- Edit - Select a transaction and click the Edit button. Enter a comment for why a sale is being edited. Then, click Ok. Complete any necessary sales, voids, payments in the transaction window as you normally would.
Image Modified - Void - Select a transaction and click the Void button. Next, confirm you wish to void the selected transaction by clicking Yes.
Image Modified Enter a comment as to why you are voiding a sale. Then, click Ok. Image Modified - Print Receipt - Select the Print Recript button to print a receipt for the sale.
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| Alt F7 | Toggle Fast-Sale | Toggles Fast Sales on and off. Fast Sales allow you to complete a sale without selecting an item, receiving payments, allowing charges, or giving change. This is ideal for cafeterias in which meal numbers are counted and it does not matter to whom the meal is served. | Alt F8 | n/a | | Alt F9 | Transfer Money | Allows you to transfer money between siblings. Expand |
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title | Transfer Money - Review the Transfer Money window. |
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| Enter Transfer Money information. Then, click Ok. - Amount to Transfer - Enter the amount of funds to transfer.
Transfer money FROM customer - Click the Pick icon to access the Pick Customer window. Enter the name or POS ID in the Search box. Select the correct customer and click Ok. Image Modified Info |
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Unallocated - Shows the old balance of unallocated funds available, the adjusted amount (+/-), and the new balance after the transfer is complete. |
Transfer money TO customer - Click the Pick icon to access the Pick Customer window. Enter the name or POS ID in the Search box. Select the correct customer and click Ok. - Transaction Comments - Enter any comments in regards to the transaction.
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| Alt F10 | n/a | | Alt F11 | Toggle Single-Click Select | Toggles the ability of a single-click and double-click when selecting a customer from the serving line. | Alt F12 | n/a | |
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Alacarte Cash Sale - Brings up items for à la carte sales to be entered. Select all necessary à la carte items sold and click Ok. Collect payment, give change, and click Ok to complete the sale.
Skip Auto Sale - Allows skipping an automatic sale if the Auto Sale feature is turned on.
Review Transaction - Brings up the Pick a transaction to review window to show all transactions that have occurred on the serving line. The window shows the transaction date/time, POSID, name, number of items sold, and amount tendered. Refer to Alt F6 Review Transaction in the Alternate Keys for further instructions.
Search - Brings up the customer search screen in order to locate a customer.
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