Prerequisites

  • Logged into Admin
  • If assigning Director and/or AdministratorThe Director and/or Administrator must already be customers in the system before they can be selected.  Click Here to see how to create a customer.

Tabs

General

  • Go to Admin->District
  • Click on New
  • Fill out information on the formDistrict Name    AddressPhoneFax

(NOTE: Required information will be in bold on the form)

  • Click Ok

Options

  • Add a Director and Administrator
  • Select a Director
  • Click on Box beside Director
  • Search for a Customer
  • If the Director does not appear in the search list Create a Customer
  • Select an Administrator
  • Click on Box beside Admin
  • Search for a Customer
  • If the Administrator does not appear in the search, Create a Customer

Tax Information

  • Select the appropriate box, for those in the system, who will pay tax.
  • A Paid Student is a student with a paid status.
  • A Reduced Student is a student with a reduced status.
  • A free student is a student with a free status.
  • An employee is any account created with the student option unchecked. This make the account an adult account in the system and is recognized as an Employee account.
  • A Meal Plan Person is an account assigned to a college type meal plan.
  • Guest (Cash Sale) is for the sales using the Guest Cash Sale button on the POS machine. This is typically used for adult cash sales.
  • Student (Cash Sale) is for the sales done using the Student Cash sale button on the POS, typically used for students paying cash.                        
  • Select Meal Plan Options

Using Meal Plans

  • Checked - This district will be using meal plan counts instead of meal plan money.
  • Not Checked - This district will not be using meal plan counts and meals will come off of the customer's balance.

Use Meal Equivalency

  • Using Meal Plans must be checked before this setting can be changed.
  • Checked - Meal Plan customer can purchase any combination of items up to the pre-configured Meal Amount.
  • Not Checked - Customers can only buy meal plan items towards their meal.

Use Bonus Bucks

  • Using Meal Plan must be checked before this setting can be changed.
  • Checked - Allows Meal Plans to give extra funds for purchases towards any item.  <Link to Meal Plans>
  • Not Checked - Customers do not receive extra funds

Select POS Options

  • Show statistics on POS Cashout
  • Checked- Allows the cashiers to view the total that is expected when they cash out. Pictured is the statistics screen when it is enabled.
  • Not Checked - the totals are hidden from the cashier during cash out.
  • Set the Start and End date of the School Year
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