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The Cafeteria section will take you through the process of adding information to and modifying individual cafeteria information and options.

For changes in multiple areas click Save after completing modifications in each tab. Clicking Save & Close will save changes and close the main tab.

In order to choose an account, principal accounts must first be established as a customer.

1. 1. Click on the Newton icon button located in the upper left corner of the window.
   2. Click on Select Cafeteria.
      
   3. Use the drop-down arrow to select a cafeteria. Then, click Ok.
      
   4. Locate the Point-of-Sale tab and select the Maintenance button. Then, select Customers.
      
   5. In the POS Customer Maintenance window, click the Add New POS Customer button.
      
   6. In the Add new POS Customer window, choose Create a new customer record. Then, click Ok.
      
   7. Establish Principal Account details.
      
      1. In the Customer Info tab, enter a first and last name. Using "Principal" and "Account" is acceptable.
      2. Select a school by using the drop-down arrow.
         
   8. In the Status tab, use the drop-down arrow to set the Permanent Category to "Adult". Then, click Save & Close.
      
      You should see the Principal Account appear in the POS Customer list. 
      
      
   9. Navigate back to the cafeteria setup and click the ellipsis button next to Principal Account. (Admin & Maintenance → Cafeteria Setup → Cafeterias → select cafeteria and choose Edit.)
      

   10. Select the Principal Account and click Ok. To narrow the search, enter information in the Search Criteria and click Refresh.
       
       You should now see the established Principal Account.
       

       Info
       title Clear Principal Account
       If a Principal Account was established for a school and is no longer needed, click the red X to remove the account from the Site. After performing End-of-Year processes, any cafeteria where the principal account is marked as deleted will automatically clear the principal account. Image Modified

       

Export codes are utilized for custom exports and plugins.

• POSID Assignment - Use the drop-down menu to select the method of assigning POS IDs (District Assigned, Grade-Range, Student Number, SIS Data, Legacy System, Random, Last Part of Student Number).
• Last Part of Student Number for POSIDs - Set the amount of digits used from the student number.
• POSID Assignment Range Minimum - Enter the minimum number used for POSIDs when randomly assigned.
• POSID Assignment Range Maximum - Enter the maximum number used for POSIDs when randomly assigned.

• Offline Data Path - Enter the path used when the network is unavailable. The District can use alternative options such as a floppy disk or jump drive to store data.
• Regular Subscription Expiration Days - Enter the default number of days a regular subscription remains valid (0 = never expires).
• Guest Subscription Expiration Days - Enter the default number of days a guest subscription remains valid (0 = never expires).
• Include Letters for automatic feeder rules customers - Determine whether or not to include letters to POS customers who are subscribed to a cafeteria using automatic feeder rules.
• Include Letters for feeder group customers - Determine whether or not to include letters to POS customers who are subscribed to a cafeteria using feeder groups.
• Include Letters for regular subscribers - Determine whether or not to include letters to POS customers who are subscribed to a cafeteria using manual subscriptions.
• Estimate Cost per Labor Hour - Enter the amount to multiply labor hours when estimating a cost for the profit and loss report.
• Default to Print Receipts - Determine whether or not to print a receipt preview when entering a correction, payment, or refund from POS customer maintenance.

• Use Attendance Factor when Posting - Determine whether to use attendance factors instead of manually entering attendance when posting (Yes, No, Prompt).
• Attendance Factor - Set the attendance factor to use for the cafeteria or school.

• Multi-Day Deposits - Determine whether the cafeteria makes bank deposits for multiple operating days.
• Blind Deposits - Determine whether the cafeteria makes blind deposits (entering a deposit amount before being able to review daily reports).
• Require Labor Hours when Posting - Determine whether the cafeteria is required to enter labor hours when posting an operating day.
• Require Deposit Slip Number when Posting - Determine whether the cafeteria is required to enter a deposit slip number when posting an operating day.
• Manual Meal Count Fields - Determine which manual meal count fields to enable when posting by placing a checkmark in each applicable option ( (Select All), PV2 Breakfast, PV2 Lunch, Headstart Supper, Headstart Breakfast, Headstart Lunch, Headstart Snack, Free Snacks, Special Milk Count, Free Suppers).
• Other Meal Enrollment Fields - Determine which additional meal count fields to enable when posting by placing a checkmark in each applicable option ( (Select All), Snack, Supper).
• Maximum Posting Variance - Set the maximum amount of variance allowed when posting. The user cannot post if the variance exceeds the maximum posting amount.
• Require Misc Counts when Posting - Determine whether miscellaneous counts are required when posting.

• County/Parish - Enter the county/parish location of the cafeteria.

• Barcode Lookup Mode - Use the drop-down arrow to determine the search field when a barcode is scanned (POSID, Student Number, SIS Data).
• Barcode Regex Pattern - Enter a regular expression (JavaScript/ECMA) pattern to search for and replace with the Barcode Regex Replacement string when scanning barcode data on the serving line.
• Barcode Regex Replacement - Enter a regular expression (JavaScript/ECMA) replacement string to replace every occurrence of the Barcode Regex Pattern found when scanning barcode data on the serving line.
• Manager Password - Enter the password or password prefix for manager overrides on the serving line.
• Manager Password Type - Use the drop-down arrow to select the method used when calculating the daily password for manager overrides on the serving line (Manual Password Only, Password + Day of Month, Password + Day of Month + Day of Week, Use Login Credentials).
• Include Inactives on Serving Line Days - Enter the number of days after a POS customer becomes inactive to continue to be included on the serving line (0 = never include inactives).
• Vending Fraud Threshold - Enter the maximum amount of stored-account balance usage from vending machines allowed for a given student on a given operating day. e.g. Limit is $10. Daphnye uses her POSID and PIN to purchase items from a vending machine. Once the limit in purchases has been reached for one day, the account will be disabled for potential fraudulent activity.
• PIN Definition - Use the drop-down menu to select a PIN definition (Use PIN field, Use DOB (mmddyy) as PIN, Use PIN if defined, otherwise DOB (mmddyy) ).
• Maximum number of offer-vs-serve itemized meals - Determine how to limit the number of offer vs. serve meals sold to a customer by clicking the drop-down arrow (One Per Transaction, One Per Meal, No Limit). 
• Adult offer-versus-serve itemized meals - Use the drop-down menu to determine if adult offer-vs-serve meals are itemized (Do not itemize, Itemize (default price) ).
  
• Student second-meal offer-vs-serve itemized meals- Use the drop-down menu to determine if second offer-vs-serve student meals are itemized (Do not itemize, Itemize (default price) ).
• Adult second-meal offer-vs-serve itemized meals- Use the drop-down menu to determine if second offer-vs-serve adult meals are itemized (Do not itemize, Itemize (default price) ).
• Account balance change Polling Interval - Enter the number of minutes to wait between polling the central office server for account balance changes (used as a failsafe in case the real-time UDP notification from the agent is not working). Set to 0 to disable polling.
• Fingerprint Threshold - Set and adjust the fingerprint threshold so aid in false acceptance issues. Setting a higher value will lower the False Acceptance Rate (FAR) for fingerprint scanning. Setting a lower value will decrease the False Rejection rate (FRR). A value of 45 typically works well for GrFinger. A value of 25 typically works well for AFIS. A value of 0 will use the default for whichever recognition engine you use.
• Fingerprint Rotational Tolerance - Set the maximum number of degree (0 to 180) to allow a fingerprint to be rotated when identifying customers on the serving line. Specifying a higher value may decrease performance and increase False Acceptance Rate (FAR). Specifying a lower value may increase the False Rejection Rate (FRR). 180 is a typical value.
• Allocate Overpayments to Reimbursable Only - By default, allocated overpayments are applied to reimbursable meals only instead of unallocated cash. This can be overridden on a per-customer basis.
• Require Cash for Student à la carte Sales - Require cash to be tendered by students when purchasing à la carte items. If this is checked, the corresponding customer-level setting is ignored. If unchecked, the customer-level setting is honored.
• Require Cash for Adult à la carte Sales - Require cash to be tendered by adults when purchasing à la carte items. If this is checked, the corresponding customer-level setting is ignored. If unchecked, the customer-level setting is honored.
• Allow Biometric Enrollment when Not Specified - Select whether or not to allow biometric enrollment on students whose 'Allow Biometric Enrollment' option is not specified. Note that enrollment is always allowed on adults who have not specified an option.
• Allow Main-Machine to Operate Independently - Select whether or not to allow Newton main machine to continue operating independently of the main machine serving line. Enabling this option will allow users to press Alt-Tab to switch back and forth between the serving line and the main machine operating modes. Disabling this option will cause Newton to display 'Application Paused' and prompt to return to the serving line if the user attempts to switch between applications.

• Default Maximum Charge Balance (Free Students) - Enter the maximum charge balance a free student may have, unless set manually on a per-customer basis.
• Default Maximum Charge Balance (Reduced Students) - Enter the maximum charge balance a reduced student may have, unless set manually on a per-customer basis.
• Default Maximum Charge Balance (Paying Students) - Enter the maximum charge balance a paying student may have, unless set manually on a per-customer basis.
• Default Maximum Charge Balance (Adults) - Enter the maximum charge balance an adult may have, unless set manually on a per-customer basis.
• Disallow Charges for Students - Select charge types not allowed for students by placing a checkmark in each applicable option. This is in addition to any per-customer disallowed charge types that may be defined ( (Select All), BreakfastReimbursable, BreakfastAlaCarte, BreakfastAtCost, LunchReimbursable, LunchAlaCarte, LunchAtCost, SnackReimbursable, SnackAlaCarte, SnackAtCost, SupperReimbursable, SuperAlaCarte, SupperAtCost).
• Disallow Charges for Adult - Select charge types not allowed for adults. This is in addition to any per-customer disallowed charge types that may be defined ( (Select All), BreakfastReimbursable, BreakfastAlaCarte, BreakfastAtCost, LunchReimbursable, LunchAlaCarte, LunchAtCost, SnackReimbursable, SnackAlaCarte, SnackAtCost, SupperReimbursable, SuperAlaCarte, SupperAtCost).

Grades are established in DataCenter.

In order to choose from multiple groups, feeder groups must first be established in Admin & Maintenance → Miscellaneous Setup → Feeder Groups.

In order to choose from accounts, incomes and expenses must first be established in Admin & Maintenance → Miscellaneous Setup → Income/Expense Accounts.

In order to choose a category, price categories mapping must first be established in Admin & Maintenance → Price Category → Mapping Templates.

Virtual Cafeterias may only be established during initial setup. The school must first exist in DataCenter prior to setting it up as a virtual cafeteria.

In order to choose a miscellaneous posting cash account, it must first be established in Admin & Maintenance > Miscellaneous > Misc Posting Cash.