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titleOverview

This section will guide you through the various ways a customer is selected in order to sell a meal/item.


Tip

Remember 3 things:

  1. Who is buying the meal?
  2. What are they buying?
  3. How are they paying for it?

There are a few ways to locate a customer from the main screen.

  • Customers can key POS numbers, scan fingerprints, palm, or a barcode.
  • Cashiers can use the Search button in order to enter POS numbers or name via the keyboard or touch screen.
  • Cashiers may choose the Alacarte Cash Sale button.
  • Cashiers may use function keys to complete sales (if allowed).
Note

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.


Main Screen when Utilizing an Input DeviceBiometric Enrollment
Key Help (Ctrl-F1)/Function KeysUtilizing Multiple Input Devices
Main Screen when Not Utilizing an Input DeviceAllergy Alert System
Searching for a Customer

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Customer Selection window

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Lists all available customers subscribed to the cafeteria.

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titleCustomer Pick List Tips
  • 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.

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  • Nicknames and alternate names appear in quotes.

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.

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2Customer 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.)
3On-screen number pad for entering a customer's POS ID number.
4Quick 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.
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Search by Name brings up the Name Search window. Enter some or all parts of a customer's name. Then, click Ok.

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6Key Help (Ctrl-F1) brings up the function key help window. Review all Key Help options above.
7Network connectivity icons display if the network is

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functioning properly between the serving line and the main/back office computer. (This information is also displayed in the POS screen.)
8The 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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Input Device
Input Device
Main Screen when Utilizing an Input Device

If input devices are utilized on the serving line, the devices and device status are displayed under the identification screen.

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Function Keys
Function Keys

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Function Key Help (Ctrl-F1) - Brings up the Special Keys (also known as Function Keys) window in the Customer Selection screen and the POS Sale screen.

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titleSpecial Keys - Review Special Keys


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titleUnmodified Keys


Key StrokeDescriptionFunction
F1Free 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.

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titleName required for function key sale - Review the Name required for function key sale window.

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F2Reduced StudentAllows 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.
F3Paying 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.

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titleMultiple Options for Paying Student Key

In cases where more than one

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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.

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F4Helper Student SaleAllows the student to eat a reimbursable meal without being charged. F4 should be selected prior to entering a student worker's number.
F5AdultAllows 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.
F6At Cost MealAllows 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.
F7CateringAllows catering sales to be recorded. Select all necessary items sold, collect payment, give change, and click Ok to complete the sale.
F8EmployeeAllows 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" AdultAllows 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.
F10Toggle Customer InputToggles the customer input devices (peripheral devices) on and off.
F11Toggle ImagesToggles customer images on and off.
F12Alacarte SalesBrings 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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titleShift Keys


Key StrokeDescriptionFunction
Shift F1 - F12Quick Sale #1 - #12Allows 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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titleControl (Ctrl) Keys


Key StrokeDescriptionFunction
Ctrl F1Function Key HelpBrings up the Special Keys (also known as Function Keys) window.
Ctrl F2Skip Auto SaleAllows skipping an automatic sale if the Auto Sale feature is turned on.
Ctrl F3Print Receipt

Allows a receipt to be printed for the last transaction (payment, sale, refund) if a printer is connected.

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titlePrint Receipt - Review the Print Receipt window.

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Ctrl F4Open Cash DrawerOpens the cash drawer.
Ctrl F5

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At-Cost AdultAllows 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 F6Display 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.

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titleLine Totals - Review the Line Totals window.

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Ctrl F7Add Customer from Other

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.

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titleAdd Customer from Other - Review the Add Customer from Other process.
  1. 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.
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  1. In the Customer Subscriptionwindow, select if the student is a Regular Attender or a Guest.
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  2. Complete the sale.


Ctrl F8Reset input devices

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.

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titleReset Input Device - Review the Reset Input Device window.

To complete resetting the device, click Ok.

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Ctrl F9Pause serving line

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.

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titleServing Line Paused - Review the Serving Line Paused window.

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Ctrl F10Quit Serving-Line

Brings up the Quit Newton POS window to begin the process of quitting the serving line at the end of meal sales.

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titleQuit NewtonPOS - Click to review the Quit NewtonPOS window.

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Ctrl F11n/a

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Ctrl F12n/a

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titleAlternate (Alt) Keys


Key StrokeDescriptionFunction
Alt F1n/a

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Alt F2Group SearchLists students by groups or homerooms.
Alt F3Change Commonly Sold ItemBrings 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 F4Quit Serving LineBrings up the Quit Newton POS window to begin the process of quitting the serving line at the end of meal sales.
Alt F5Set Auto-POSID-PrefixAllows the user to select and keep the first numbers of the student POS ID.
Alt F6Review Transaction

Brings up the Pick a transaction to review window to show all transactions that have occurred on the serving line.

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titleReview Transaction - Review the Review Transactions window.
  1. 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.
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  2. In Transaction window, you may Edit or Void a transaction or choose the Print Receipt button.
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      1. 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.
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      2. Void - Select a transaction and click the Void button. Next, confirm you wish to void the selected transaction by clicking Yes.
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        Enter a comment as to why you are voiding a sale. Then, click Ok.
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      1. Print Receipt - Select the Print

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      1. Receipt button to print a receipt for the sale.


    Alt F7Toggle Fast-SaleToggles 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 F8n/a

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    Alt F9Transfer Money

    Allows you to transfer money between siblings.

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    titleTransfer Money - Review the Transfer Money window.

    Enter Transfer Money information. Then, click Ok.

    1. Amount to Transfer - Enter the amount of funds to transfer.

    2. 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.
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      Info

      Unallocated - Shows the old balance of unallocated funds available, the adjusted amount (+/-), and the new balance after the transfer is complete.


    3. 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.

    4. Transaction Comments - Enter any comments in regards to the transaction.
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    Alt F10n/a

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    Alt F11Toggle Single-Click SelectToggles the ability of a single-click and double-click when selecting a customer from the serving line.
    Alt F12n/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

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    instructions.

    Add Customer from Other School - Allows serving of customer from another school. Options are to serve the customer one time or to have them be served regularly.

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    titleAdd Customer from Other School Options
    1. Search for a customer using the fields. Then, click Refresh.
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    2. Select the customer you would like to subscribe, then click Ok.
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    3. Select if the customer will be a regular attender or a guest. 
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      Regular Attender - Customer will eat in the selected cafeteria often.
      Guest - Customer will eat in the selected cafeteria just this time.


    Search - Brings up the customer search screen in order to locate a customer.

    Info
    titleSearch

    The Search window is the primary window seen when no input devices have been installed or the F10 (Toggle Customer Input) button has been selected.

    Ok - Once the customer's identity has been established through the input device(s), click Ok to continue to the sale window.

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    Info
    titleFunction Keys

    Function Keys can be added on the Input Screen. If a command is not available at the Input Screen level, the button will be disabled as it is in the screenshot below (Ctrl F5).

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    Inform your supervisor if you notice disabled buttons in order to resolve the issue as they are customized at the Serving Line and Serving Line Configs level by authorized personnel.

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    No Input
    No Input
    Main Screen when Not Utilizing an Input Device

    Info

    This screen also appears when utilizing the Search function from the main screen or if the F10 (Toggle Customer Input) button has been selected.

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    Customer Search
    Customer Search
    Searching for a Customer

    If you need to search for a customer, you can type all or part of the customer's name or enter the POS ID.

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    1. Use the mouse, touchscreen, or keyboard to enter search information. You may also click the Search by Name button or the on-screen keypad to enter information. Text entries will appear in the Current Customer Name box at the top of the screen. Numerical entries will appear above the on-screen keypad.

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    1. Select the correct customer from the list and click the Ok button or double-click on the customer's name. 

      Note

      If the (Alt-F11) Toggle Single-Click Select has been selected, a single-click will bring up the sale window.

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    Additional Customer Selection Screen Options

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    Biometric Enrollment
    Biometric Enrollment
    Biometric Enrollment

    Biometric enrollment occurs on the serving line. You can enroll a customer for the first time or re-enroll a customer.

     

    Click the Enroll button and follow on-screen instructions to complete biometric enrollment.

    Info

    Complete instructions for installation, setup, and enrollment are available in the Peripheral Configuration Setup & Usage Guides section of this manual.

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    Multiple Devices
    Multiple Devices
    Utilizing Multiple Input Devices

    Multiple input devices can be utilized in the POS system.

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    Warning

    Only one hand guide setting will operate in the cafeteria. Attempts to run both the Child Hand Guide and the Big Hand Guide will result in an error.

    From the Point of Sale main customer menu, notice there are two (2) PalmSecure Scanner devices running.

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    As customers pass through the line, notice the first customer recognition has turned green and is noted in the Current Customer window. The second customer recognition is yellow (awaiting the first customer sale to be completed or

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    canceled before proceeding).

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    Allergy Alert
    Allergy Alert
    Allergy Alert System

    The Allergy System adds the ability to specify allergens on items and customer allergies. It also provides the appropriate warning on the serving line. 

    If a customer has any listed allergies, the Food Allergies window will appear with an audio alert once the customer has been selected. Any food allergies will be listed. Click Ok to continue with the sale.

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