Cafeteria Templates are used to establish universal settings across all cafeterias. Multiple templates can be created and applied. To modify individual templates, refer to Cafeterias.
From the Admin & 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.
Choose to add a new cafeteria template from scratch or as a copy of a current cafeteria template. Then, click Ok.
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.
General
Description - Enter a description of the template.
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 number 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 by 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 ( (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.
Require Misc Counts when Posting - Determine whether miscellaneous counts are required when posting.
County/Parish - Enter the county/parish location of the cafeteria.
Daily Reports
Choose which reports will be included in the Before Posting and After Posting Reports by checking or unchecking boxes.
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.
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.
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.
Grades are established in DataCenter.
Misc School Counts
Select which Miscellaneous School Counts will be visible on the posting screen for cafeterias by checking or unchecking items.
Misc Posting Cash
Select which Miscellaneous Posting Cash Accounts will be visible on the posting screen by checking or unchecking items.
In order to choose a miscellaneous posting cash account, it must first be established in Admin & Maintenance → Miscellaneous → Misc Posting Cash.
Income/Expense Accounts
Select which income/expense accounts are available when entering miscellaneous incomes and expenses by checking or unchecking items.
In order to choose from accounts, incomes and expenses must first be established in Admin & Maintenance → Miscellaneous Setup → Income/Expense Accounts.
