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From the Reports and Letters tab, locate and click on Customer Info.

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Account Statement Account Statement

Account Statement

The Account Statement allows you to print out a statement of a customer's activity for a single date or a date range. Additionally, a history of any letters sent during the time period is included.

1. Click on Account Statement located in Customer Info.
2. Click the ellipsis icon to open the Pick Customer window.
   
3. Pick a customer. Then, click Ok.
   
   1. Enter the customer Name (first, last, and/or partial is acceptable), Student Number, SIS Data, POS ID, School (drop-down menu), F&R Attached (drop-down menu), and/or Inactive (drop-down menu) to narrow the search.
   2. Click the Refresh button.
   3. Select the correct student from the list.
      
4. Establish additional options. Then, click Ok.
   
   

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Barcode Labels Barcode Labels

Barcode Labels

Barcode Labels are used for the scanning system in order to identify a customer. If your cafeteria uses barcode scanners, you may print out labels for the entire cafeteria, a particular grade, or select customers from this option. Please check with your supervisor or Central Office staff prior to printing barcode labels.

1. Click on Barcode Labels located in Customer Info.

2. Establish Barcode Label options. Then, click Ok.

   Info
   title Pick Student
   You may select multiple customers at one time by holding down the Control (Ctrl) button on your keyboard while choosing customers.

   
   
   

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Biometric Enrollment Report Biometric Enrollment Report

Biometric Enrollment Report

The Biometric Enrollment Report allows you to review enrollment details. If a customer is having repeated issues on the serving line, the report can be run to show the device type and date of last enrollment. If the customer enrolled using the Child Hand Guide and is now using the Big Hand Guide, re-enrollment is necessary. If has been a number of years since the customer has enrolled, re-enrollment may be necessary.

1. Click on Biometric Enrollment Report located in Customer Info.
2. Establish Biometric Enrollment Report options. Then, click Ok.
   
   
   

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Customer Alleregies Customer Alleregies

Customer Allergies

The Customers with Allergies report information allows you to view student numbers, student names, and food allergies. 

1. Click on Customer Allergies located in Customer Info.
   
2. Establish Customer Allergies options. Then, click Ok.
   
   

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Customer Change Tracking Customer Change Tracking

Customer Change Tracking

The Customer Change Tracking report tracks any changes made to a customer, the date the change occurred, and the user who made changes.

1. Click on Customer Change Tracking located in Customer Info.
2. Establish Customer Charge Tracking options. Then, click Ok.
   
   

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Customer Subscriptions Customer Subscriptions

Customer Subscriptions

The Customer Subscriptions report shows customers who are subscribed to a secondary cafeteria in which meals are received.

1. Click on Customer Subscriptions located in Customer Info.
2. Establish Customer Subscription options. Then, click Ok.
   
   

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External Balance Changes External Balance Changes

External Balance Changes

The External Balance Change report shows changes made at other cafeterias, Central Office such as payments, transfers, NSF checks, and online payments.

1. Click on External Balance Changes located in Customer Info.
2. Establish External Balance Changes options. Then, click Ok.
   
   

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Master POS Customer List Master POS Customer List

Master POS Customer List

The Master POS Customer List displays POS customers, balances, and statuses. Additional filters and options are included in the report.

1. Click on Master POS Customer List located in Customer Info.
2. Establish Master POS Customer List options. Then, click Ok.
   
   
   

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Newly Added POS Customers Newly Added POS Customers

Newly Added POS Customers

The Newly Added POS Customer report allows you to view all recently added POS customers after an established date.

1. Click on Newly Added POS Customers located in Customer Info.
2. Establish Newly Added POS Customers options. Then, click Ok.
   
   

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Outstanding Charges Outstanding Charges

Outstanding Charges

The Outstanding Charges report allows you to review all POS customers with current outstanding charges.

1. Click on Outstanding Charges located in Customer Info.
2. Establish Outstanding Charges options. Then, click Ok.
   
   

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Price Category Changes Price Category Changes

Price Category Changes

1. Click on Price Category Changes located in Customer Info.
2. Establish Price Category Changes options. Then, click Ok.
   
   

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See Manager See Manager

See Manager

The See Manager report allows you to review all customers with See Manager notes associated with the customer account.

1. Click on See Manager located in Customer Info.
2. Establish See Manager options. Then, click Ok.
   
   

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Student Roster Student Roster

Student Roster

The Student Roster can be printed in circumstances where it is necessary to utilize a hardcopy to record meals served.

1. Click on Student Roster located in Customer Info.

2. Establish Student Roster options. Then, click Ok.
   

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   title Student Roster Options
   Image Added Filter by Cafeteria - Use the drop-down menu to select a Cafeteria, or Category and Cluster. You may also select the Entire District. Report Layout - If you have created a different layout for barcode labels, use the drop-down menu to select the correct one. Customer Categories - Select one or more customer categories. ID Number to Display - Select the ID number to display in the report. Group By - Select how to groups results. Info Selecting to group by Grade will give you a total of students for each grade at the top of the report. Sort By - Select how to sort results. Options - Select additional options to include. Include POS Customer Types - Select one or more POS customer types. Run for each cafeteria in the cafeteria filter - Runs the report to include each cafeteria in the filter.

   
   
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Temporary Status Overrides Temporary Status Overrides

Temporary Status Overrides

1. Click on Temporary Status Overrides located in Customer Info.
2. Establish Temporary Status Override options. Then, click Ok.
   
   

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