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Food Service Solutions Help

Customer Account Tabs

 

Overview

This section will walk you through each tab of a customer account.

Prerequisites

Already Created Items

Required

Optional

 

Customer Details

General Tab

  • GENERAL

    • Enter the student/customer's Last Name*.
    • Enter the student/customer's First Name*.
    • The middle name, date of birth, gender, and SSN are optional fields.
  • IDENTIFICATION

    • Enter the student/customers User ID*. This should match the number which is used in your school management system. It must be unique.
    • The PIN* can be the same as the User ID. It can also be auto-generated when the data import is done, or you can choose your own pattern. The PIN must be unique and is used by the student/customer to access his or her account at the POS.
    • Click on the button with 3 dots to select the School/Location* to which the student/customer should be assigned.
    • The District* will automatically fill in upon selecting the school/location.
  • OPTIONS

    • The Student box is checked by default, but if the account is for a teacher or adult, uncheck this box.
    • If the student is part of a Snack Program, check the appropriate box.
    • If the student is a Student Worker, select this option.
    • The Active box is checked by default, but if a student/customer leaves the district, uncheck this option in order to deactivate the account.
    • If you are using biometrics and the student/customer has opted out, select Don't Store Biometrics.
    • If the student/customer has been finger imaged with biometrics; No Biometrics should change to Biometrics Data Present.

CustomerDetails-General.png

Fields with * are required fields.

Contact/Notes

  • CONTACT INFORMATION

    • ​Complete the Address, CityState and Zip fields if applicable.
    • Enter the Phone number if needed
    • Enter the E-mail address if needed.
  • NOTABLE INFORMATION

    • ​This section is used for information which can be made available for the cashier when the student's account is displayed at the POS terminal. It is mainly used for allergies.

 

 

Customer-Contacts.png

 

 

 Photo

  • This tab allows you to view the customer's picture. Pictures can either be imported or can be added manually.
  • Select Add and browse to the picture you would like to attach to the account.
  • Click OK to save the changes.
Customer-Photo.png

Customer Info

  • MEAL STATUS

    • Lunch Type
      • Select the appropriate meal status for your national school lunch program student.
    • Meal Plan Info
      • This is mainly used by colleges to select the meal plan to which the student is assigned.
  • ACCOUNT RESTRICTIONS

    • ​Allow Ala Carte is checked by default. If you have a student that is not allowed to purchase a la carte items, click to uncheck this option. The cashier will receive a message at the POS terminal when the account is displayed which notifies them that a la carte is not allowed.
    • Cash Only is unchecked by default. If you need to block a customer from using his or her account to purchase items, select this option.
  • CUSTOMER ASSIGNMENTS

    • ​Language allows you to click on the button with 3 dots to select the student language.
    • Ethnicity allows you to select the appropriate ethnicity.
    • Grade allows you to assign a grade.
    • Homeroom allows you to select a homeroom assignment.
    • Select Not in District (FSS AutoImport Only) if using the auto import feature to update students nightly and this student is not in that file.
Customer-CustomerInfo.png

 Locations

  • The Locations tab supplies you a list of all locations within your district. If a student is able to eat at multiple locations, you may select the locations from this list.
    • Select the school on the left and click the arrow to move it to the right.
  • The student's primary school assignment is not listed, because it was assigned in the General Tab.
  • Click OK to save changes and exit the customer account.
Customer-Locations.png

 Activity

  • BALANCE SUMMARY

    • ​Displays the Meal Plan Balance. This is the balance for the qualified meals in the national school lunch program.
    • Ala Carte Balance is the balance for any and all purchases, other than qualified meals.
    • Total Balance is a combined total of both the a la carte and meal plan accounts.
      • *Parentheses indicate a negative balance.
    • Adjustment - How to apply an adjustment
    • Payments How to make a payment
  • ORDERS

    • The Orders section will display the cashier's name, the order date, and details of each transaction.
    • If a check payment was entered, the check number will also be displayed.
    • Void Order allows you to void the entire order - How to void an item
    • Void Items will allow you to void an individual item from a transaction.
    • Select Date Range allows you to minimize your view of the activity for selected dates or a particular date. 
  • ITEMS

    • Displays the Items in the selected order.

* The Activity can be printed out by generating a statement in the Customer Report section.

Customer-Activity_001.png

 Balance

  • The Balance Tab displays the account balance broken down by Meal Plan and Ala Carte.
  • It also gives you the ability to move the balance between the two accounts by clicking the red arrows to the right of the balances.
    • After you move the balance, Select Save to Save the changes you made.
    • If it doesn't seem to work, Select Retry.
  • Select Recalculate Account to recalculate the account for a particular time period. (insert link)
Customer-Balance.png

Log 

  • The log displays pertinent information about changes made to the account throughout the years.

What's Next?

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