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Cafeteria Templates are used to establish universal setting across all cafeterias. Multiple templates can be created and applied. To modify individual templates, refer to Cafeterias.
- From the Administration and Maintenance tab, locate the Cafeteria Setup tab. Then, select Cafeteria Templates.
- Click the Add button to add a new cafeteria template. Skip to Step 4 to Edit a cafeteria template.
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- Choose to add a new cafeteria template from scratch or as copy of a current cafeteria template. Then, click Ok.
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- In the Edit Cafeteria Template window, click on each tab to configure cafeteria template settings. Click the expansion links for each setting section for more details.
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General
Description - Enter a description of the template.
POSID Assignment
- POSID Assignment - Use the drop-down menu to select the method of assigning POS IDs.
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- 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.
Miscellaneous
- 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.
Attendance Factor
- Use Attendance Factor when Posting - Determine whether to use attendance factors instead of manually entering attendance when posting.
- Attendance Factor - Set the attendance factor to use for the cafeteria or school.
Posting
- 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.
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- Maximum Posting Variance - Set the maximum amount of variance allowed when posting.
Information
- County/Parish - Enter the county/parish location of the cafeteria.
Charges
- 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. This is in addition to any per-customer disallowed charge types that may be defined.
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- 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. (The same options are available as in Disallow Charges for Students.)
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Daily Reports
Choose which reports will be included in the Before Posting and After Posting Reports by checking or unchecking boxes.
Before Posting Reports | After Posting Reports |
- Line Details
- Meal Summary
- Initial Summary
- Adjustment Details
- Amount Tendered
- Double Card Usage
- Function Key Sales
- Cash Drawer Report
- Reimbursable Meals Served
| - Void and Edit Comments
- Multiple Transactions per Meal
- At-Cost Meals
| - Line Details
- Meal Summary
- Initial Summary
- Adjustment Details
- Amount Tendered
- Daily Recap
- Double Card Usage
- Function Key Sales
- Cash Drawer Report
| - Reimbursable Meals Served
- Void and Edit Comments
- Bank Deposit
- Federal Edit Check
- Multiple Transactions per Meal
- At-Cost Meals
- Participation by Grade
- Items Sold by Category
|
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Checklist
The Checklist assists in scheduling, monitoring, and completion of normal daily tasks. The system will place a checkmark next to each task as it is completed.
Edit Item - Allows adjustments to be made to a task.
Add Item - Allows new tasks to be added to the checklist.
At-Cost Meals
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Remove Item - Allows removal of an item from the checklist.
Move Up/Down - Changes the order in which a task appears on the list by selecting a task and clicking the appropriate button.
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Grade POSID Ranges
Allows a minimum and maximum POSID range to be established for each grade by clicking in a column and entering a value.
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Misc School Counts
Select which Miscellaneous School Counts will be visible on the posting screen for cafeterias by checking or unchecking items.
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Misc Posting Cash
Select which Miscellaneous Posting Cash Accounts will be visible on the posting screen by checking or unchecking items.
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Income/Expense Accounts
Select which income/expense accounts are available when entering miscellaneous incomes and expenses by checking or unchecking items.
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