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