If a school is fed-by a primary cafeteria, you must post the operating day for each site.
Attach the Fed-By school
A Fed-By school is attached to a primary school.
Step 1: From the Administration and Maintenance tab, select Cafeteria Setup. Then, Cafeterias.
Step 2: Fed-By schools are added to a primary school by selecting the primary school and clicking Edit.
Step 3: Establish the Fed-By school and settings.
- Click on the Schools tab.
- Click the Add button to add a school.
- If the school meals will not be included on the claim, place a checkmark in the correct cell in the Exclude From Claim column.
- Click Ok once you are done.
Posting the Operating Day (Cafeteria Operator/Back Office)
Step 1: After you have completed all operations for the day, post the operating day by selecting Post Operating Day from the Checklist or Post Day from the Point-of-Sale tab.
Step 2: Complete Post Operating Day procedures. Click Ok once you have completed all necessary procedures.
- Bank Deposit - Enter bank deposit figures.
- Daily Figures - Compete Daily Figures for each school.
- Complete necessary changes to the daily figures for the primary school.
- Mark the figures as Reviewed.
- Use the drop-down menu to select the Fed-By school.
- Complete necessary changes to the daily figures for the fed-by school.
- Mark figures as Reviewed.
- Expenses & Revenue - Complete expenses and revenue for each school (if applicable).
- Labor Hours - Complete labor hours. Labor hours are for the primary school only (if applicable).
- Misc Counts - Complete miscellaneous posting counts for each school (if applicable).
- POS Batches - Review POS batches by selecting a batch and clicking the Review button.
Run Reports
Run any necessary reports. The Daily Recap report is a good example to show how the meals served are recorded.
Step 1: From the Reports and Letters tab, select After Posting. Then, Daily Recap.
Step 2: Establish Daily Recap options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
