From the Reports and Letters tab, locate and click on Customer Info.
The following Customer Info Reports now have the ability to "Run for each school in the school filter." This allows the report to be run separately for each school while grouping the entire District together in one file for ease of printing and distribution.
- Barcode Labels
- Biometric Enrollment Report
- Customer Allergies
- Customer Subscriptions
- Master POS Customer List
- Newly Added POS Customers
- Price Category Changes
- See Manager
- Student Roster
Account Statement
The Account Statement allows you to print out a statement of a customer's activity for a single date or a date range. Additionally, a history of any letters sent during the time period is included.
- Click on Account Statement located in Customer Info.
- Click the ellipsis icon to open the Pick Customer window.
- Pick a customer. Then, click Ok.
- Enter the customer Name (first, last, and/or partial is acceptable), Student Number, SIS Data, POS ID, School (drop-down menu), F&R Attached (drop-down menu), and/or Inactive (drop-down menu) to narrow the search.
- Click the Refresh button.
- Select the correct student from the list.
- Establish additional options. Then, click Ok.
Barcode Labels
Barcode Labels are used for the scanning system in order to identify a customer. If your cafeteria uses barcode scanners, you may print out labels for the entire cafeteria, a particular grade, or select customers from this option. Please check with your supervisor or Central Office staff prior to printing barcode labels.
- Click on Barcode Labels located in Customer Info.
Establish Barcode Label options. Then, click Ok.
Pick Student
You may select multiple customers at one time by holding down the Control (Ctrl) button on your keyboard while choosing customers.
Biometric Enrollment Report
The Biometric Enrollment Report allows you to review enrollment details. If a customer is having repeated issues on the serving line, the report can be run to show the device type and date of last enrollment. If the customer enrolled using the Child Hand Guide and is now using the Big Hand Guide, re-enrollment is necessary. If has been a number of years since the customer has enrolled, re-enrollment may be necessary.
- Click on Biometric Enrollment Report located in Customer Info.
- Establish Biometric Enrollment Report options. Then, click Ok.
Customer Allergies
The Customers with Allergies report information allows you to view student numbers, student names, and food allergies.
- Click on Customer Allergies located in Customer Info.
- Establish Customer Allergies options. Then, click Ok.
Customer Change Tracking
The Customer Change Tracking report tracks any changes made to a customer, the date the change occurred, and the user who made changes.
- Click on Customer Change Tracking located in Customer Info.
- Establish Customer Charge Tracking options. Then, click Ok.
Customer Subscriptions
The Customer Subscriptions report shows customers who are subscribed to a secondary cafeteria in which meals are received.
- Click on Customer Subscriptions located in Customer Info.
- Establish Customer Subscription options. Then, click Ok.
External Balance Changes
The External Balance Change report shows changes made at other cafeterias, Central Office such as payments, transfers, NSF checks, and online payments.
- Click on External Balance Changes located in Customer Info.
- Establish External Balance Changes options. Then, click Ok.
Master POS Customer List
The Master POS Customer List displays POS customers, balances, and statuses. Additional filters and options are included in the report.
- Click on Master POS Customer List located in Customer Info.
- Establish Master POS Customer List options. Then, click Ok.
Newly Added POS Customers
The Newly Added POS Customer report allows you to view all recently added POS customers after an established date.
- Click on Newly Added POS Customers located in Customer Info.
- Establish Newly Added POS Customers options. Then, click Ok.
Outstanding Charges
The Outstanding Charges report allows you to review all POS customers with current outstanding charges.
- Click on Outstanding Charges located in Customer Info.
- Establish Outstanding Charges options. Then, click Ok.
Price Category Changes
- Click on Price Category Changes located in Customer Info.
- Establish Price Category Changes options. Then, click Ok.
See Manager
The See Manager report allows you to review all customers with See Manager notes associated with the customer account.
- Click on See Manager located in Customer Info.
- Establish See Manager options. Then, click Ok.
Student Roster
The Student Roster can be printed in circumstances where it is necessary to utilize a hardcopy to record meals served.
- Click on Student Roster located in Customer Info.
- Establish Student Roster options. Then, click Ok.
Temporary Status Overrides
- Click on Temporary Status Overrides located in Customer Info.
- Establish Temporary Status Override options. Then, click Ok.
