Back Office Operations

From the Point-of-Sale tab, locate Operations in the ribbon.

Maintenance

The Maintenance option allows you to add/edit/subscribe customers, edit menus, add/edit POS groups, and add/edit serving-line users.

From the Point-of-Sale menu, click on Maintenance.

Customers - Add, edit or subscribe customers.

The Customer Maintenance option allows you to add new POS customers, edit existing customers and POS customers, review letter and record history, apply payments, transfer money, give refunds, make corrections, edit subscriptions to cafeterias, and print account statements.

Locate and click on POS Customer Maintenance.

Add

Allows you to add an existing customer as a POS customer. After you have completed Steps 1 and 2, continue with Step 2 under Central Office Operations#View.

1. Select the new POS customer's primary school by using the drop-down menu to select the correct cafeteria. Then, click Add New POS Customer.
   

2. Select how to create the new POS Customer. Then click Ok.

   POS Customer records are created automatically from central-office Customer records that are enrolled in a school fed by your cafeteria, or when you manually subscribe them.

   

   1. Create a new customer record - Creating a new customer record will bring up the Edit Customer window. Complete the information as you would when completing Customer Maintenance.

       Click here to view the Edit Customer window.

      

   2. Subscribe to an existing customer record - Subscribing to an existing customer record will bring up the Pick Customer window. 

       Click here to view instructions for the Pick Customer window.

      Enter Pick Customer information. Then, click Refresh.

      Select the customer. Then, click Ok.
      

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

Menus

Edit menu items offered on the POS serving line.

1. Locate and click on Maintenance from the ribbon. Then, select Menus.
2. In the Edit Menus (Local Override) window, select the menu you wish to edit. Then, click Edit Menu.
   
3. Select a menu item from the list on the left. Left-mouse click and hold down the button to drag and drop the menu item to a button on the right-hand side of the screen.
   
4. Click on the button to edit button options.
   
5. Establish touchscreen button appearance options. Then, click Ok.
   1. Caption - Enter a caption for the item. It will appear in the Preview screen.
   2. Image - If you are using an image for an item, use the drop-down arrow to select images uploaded in Touchscreen Images or click Add Image to select one from your local or network drive.
   3. Shortcut to Page - Creates a shortcut/link to another page of items. e.g Caption = Veggies; Shortcut to Page 2; Menu Items = Carrots, Corn, Green Beans, Mixed Veggies, Peas
   4. Sell Menu Item(s) - Item(s) is applied to customers sale by clicking on the button.

   5. Menu Items - Click the plus + icon to select an item from the menu list established above. Then, click Ok.

      Search Warning

      If you have inadvertently opened the Add Menu Item search screen, click Cancel and do not click Ok. Clicking Ok will add the top most item in the search screen to the menu button.

      

   6. Font Style - You may choose to establish a different font size and font style (Bold, Italics, Underline) for the item.

   7. Foreground Color - Use the drop-down arrow to choose a foreground color (font color).

   8. Background Color - Use the drop-down arrow to choose a background color (color behind the text and/or image).
      
6. Once you have made any necessary edits, click Ok.
   

Make any other necessary edits to additional menus. When you are done, click Close.

POS Groups

Establish customized POS groups.

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.
   

Serving-Line Users

Add new users, change user passwords, and inactivate users whose role is strictly serving line.

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.
   

Meal Control Panel

The Meal Control Panel allows you to start and stop meals, run Newton POS from the main machine, and create line disks to serve meals while working offline.

1. Locate and click on Meal Control Panel.
2. Select the appropriate action.
   
   

Start Meal

Starts a meal for the operating day.

1. 1. Locate and click on Start Meal from the control panel or Start Meal (Breakfast/Lunch) from the checklist.
      

   2. Select a meal type and day. Then, click Ok. By default, the current date is selected.

      If meals need to be entered for a different day, you may select a different day. However, note that transactions from the past day cannot be posted with the current operating day. For more information on posting previous operating days, refer to Tips & Troubleshooting.

      
      You will see a series of processes running while information is gathered.
      

   3. In the Meal Control Panel, select the appropriate task.

Main Machine

Allows you to operate the current machine as the main serving line. 

1. 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. 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.

      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. 

      External 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.

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.

Enter Payments

Allows you to enter payments received from customers.

Step 1: From the Point-of-Sale tab, select Enter Payments.
 

Step 2: Enter a POSID or name in the search box. Once you have located and selected the correct student, click Make Payment.
 

Step 3: Enter payment information. Then, click Ok.

Review Transactions

Each time a serving line is closed, a new transaction batch is created for a meal and serving line. The ability to review, retrieve, skip, and remove these transactions can be accessed by clicking the Review Transactions button. You may also search for double-card usages. 

Step 1: Locate and click on Review Transactions.

Step 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.

Retrieve

Batches need to be retrieved for schools that work offline or if there has been a loss of network connectivity for some reason.

Step A: Click the Retrieve button.

Step B: Select the correct offline data path. Then, click Retrieve.

You will be informed once bathes have been successfully retrieved. Click Ok.

You should now see the retrieved batch(es) in the Edit/Review POS Batches window.

Double Card

The Double Card option allows you to check for and correct any double card usage for meals.

Step A: Click the Double Card button.

Refresh

Refreshes the Edit/Review POS Batches window to update information. e.g. A line operator has closed a serving line after the Review Transaction option has been selected. Refreshing the window allows the closed line to appear on the screen.

Click the Refresh button.

Search

Allows you to search purchases through filters.

Step A: Click the Search button.

Step B: Enter search filters. Then, click Refresh. You may also choose the Edit Batch option. Refer to Edit/Review for details.

Edit/Review

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

Step A: Click the Edit/Review button. 

Step B: 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.

Toggle/Skip

Allows you to change the status of a batch in order to skip posting batches for a day/number of days. When you are ready to post past days, the transactions can be toggled to allow posting.

Select a batch by clicking on it. Then, click Toggle/Skip.
 

Notice that the status changes from the current status to Skip. Repeat the process for additional batches that need to be skipped.
 

When you are ready to post batches for the skipped batched, select the batch and click the Toggle/Skip button again so the status changes to Awaiting Posting.

Remove

Removes a batch from the list such as batches containing zero transactions or where transactions have been entered a second time.

Select a batch by clicking on it. Then, click Remove.
 

A confirmation window will appear asking if you are sure you want to delete the selected batch. Click Yes to continue with the process.
 

Notice the selected batch has been removed from the list.

Real-Time Server

The Real-Time Server option allows you to review activity at any time. You can see when communication with the server is started, when serving lines are started and stopped, and errors such as failure of network communication between POS and the back office machine.

Step 1: Locate and click on Real-Time Server.
 

Step 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.
 

Misc Income/Expenses

Some Districts utilize the miscellaneous income and expenses option in order to track operation costs through the profit/loss report. The Miscellaneous Income/Expenses option allows you to enter miscellaneous information such as trash expenses, equipment maintenance, catering, and fundraisers.

Step 1: Locate and click on Misc Income/Expenses.

Step 2: Enter income and expense information in the last row designated by an * asterisk. You may click the ellipses  icon in order to show all entered incomes and expenses beginning at a certain date. When you are done, click Ok.

Serving-Line Chat

The Serving Line Instant Messenger allows instant communication for site users (site supervisor, line operators, feeder school users). The instant messenger can be used from the Site Supervisor and Line Operator machines.

Locate and click on Serving-Line Chat.

Sending Chat Messages

Step 1: Click the Say button to begin a query of all available users who are currently logged in and attached to the site location.

Step 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.

Step 3: Enter your message in the box and click Ok.

Receiving Chat Messages

Step 1: Click on the Message Alert received through Windows alerts at the bottom of the computer screen.

Step 2: Click the Reply button to respond to messages received. Enter your reply and click Ok to send the message.

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