Cashiers use terminals to enter transactions in the lunch line. This study guide is designed for cashiers using Point of Sale 2.0

Documentation

What can I do?	What do I need to know?
Search for Patrons Charge a Patron's Account Pin Purchasable Items Enter a Cash Payment Enter a Check Payment Enter a Combination Payment Void a Purchase Deposit to an Account Set up and Use Continuous Serve Perform a Drawer Count View Daily Terminal Transactions	Overview of the Terminal Layout

Search for Patrons

Quick Steps

Tap Search.
Result: The Search panel displays.

Select any of the Options available.

Option	Description
Photos	Will display student photos with their personal information in the search results.
Hold Search	Will lock search results in place so the same search results remain in place if the panel is closed and reopened.
Auto Open	Will automatically return cashiers back to the search panel upon processing a patron.
Hide Served	Will hide patrons from the search results if they've already been served.

Enter the patron's First, Last Name, Homeroom, and/or PIN.
Tap the patron's name.
Result: The patron displays on the terminal.

Tips
Tap the name fields to display a keyboard. After you enter two letters, patron names start to display.

The checkmark next to the patron's name indicates they had a transaction processed within the last hour.

Select Grade level(s) to narrow results.

Example

Charge a Patron's Account

Quick Steps
Select the patron's purchasable items from the menu. Verify the items appear in the screen's lower left corner. Tap Account to complete check-out.
Example

Pin Purchasable Items

Pinned items are added to every transaction, but they can be removed before a patron is charged.
Pinned items stay pinned until you unpin them or log out.
You can pin up to 6 items.
You can still add non-pinned items to a transaction by selecting purchasable items from the menu.
Pinned items don't display in the transaction area until a patron is selected.

Quick Steps
Tap the Pin button at the top left-hand side of the screen to enter the pinning mode. Result: The pinning section displays and the purchasable items display in pinning mode. Tap the item(s) that you want to pin. Result: The item(s) you select display in the pinning section and the pinned purchasable item is marked with a pin. Tip: To pin more than one of the same item, tap the item again. A confirmation message will display. When you are done pinning, tap the Pin button at the top left-hand side of the screen to exit the pinning mode. Result: Pinned items are added to every transaction, but they can be removed before a patron is charged. Tip: To unpin items, tap the Pin button then tap the X on the item(s) you want to remove. Tap the Pin button again when you are done.
Example

Enter a Cash Payment

Quick Steps
After selecting the purchasable items, tap the Cash button at the bottom of the screen. Result: The Payment panel displays. Enter the Amount. Tip: Tap Exact if the payment is exactly the amount due. Use the $1, $5, and $10 buttons to quickly add to the payment. Tap Enter. Result If the cash was for the exact amount due, the transaction is complete. If there is change due a Change Due message displays. Tap Return to give cash to the patron OR tap Deposit to deposit the change into the patron's account. The option to deposit change may not be available on your terminal. See your Food Service Director/Manager if you have questions about your terminal's options.
Example

Enter a Check Payment

Quick Steps
After selecting the purchasable items, tap the Check button at the bottom of the screen. Result: The Payment panel displays. Enter the Amount. Tip: Tap Exact if the check payment is exactly the amount due. Use the $1, $5, and $10 buttons to quickly add to the payment. Enter the Check #. Tap Enter. Result If the check was for the exact amount due, the transaction is complete. If there is change due a Change Due message displays. Tap Deposit to deposit the change into the patron's account. Do NOT return money on check payments. Always deposit additional money left over after a transaction into the patron's account. Returning money to a patron on a check payment will affect end of day drawer counts.
Example

Enter a Combination Payment

Patrons can pay for a transaction with cash OR check AND money from their account.

It is not possible to pay with cash AND check in the same transaction.

Quick Steps

Tap the Cash OR Check button.
Result: The Payment panel displays.
Complete one of the following options.
Option Description
Cash Enter the Amount.
Check Enter the Amount and the Check #.
Tap Enter.
Result: A message displays stating how much will be paid from the student's account.
Click Continue.
Result: The payment is complete.

Void a Purchase

With the assistance of a head cashier or other administrator who has been assigned a Manager PIN, transactions can be made void at the terminal after a purchase is made.

A transaction can only be voided on the same terminal and on the same day as the transaction occurred.

Quick Steps
Tap the History button. Result: The Daily Terminal Transactions panel displays. Tip: Click the Switch View button if you are only seeing one patron's purchases and you need to see all transactions or vice versa. Select the transaction you want to void then tap Void. Result: The Manager Login panel displays. Have the head cashier or other administrator who has been assigned a Manager PIN enter their PIN and tap Enter. Result: The Daily Terminal Transactions panel displays again and the transaction's status changes to Voided.

Quick Steps

Tap the History button.
Result: The Daily Terminal Transactions panel displays.
Tip: Click the Switch View button if you are only seeing one patron's purchases and you need to see all transactions or vice versa.
Select the transaction you want to void then tap Void.
Result: The Manager Login panel displays.
Have the head cashier or other administrator who has been assigned a Manager PIN enter their PIN and tap Enter.
Result: The Daily Terminal Transactions panel displays again and the transaction's status changes to Voided.

Deposit to an Account

Use the following steps to deposit money into an account. To use this method, do not select items for purchase. The option to deposit money may not be available on your terminal. See your Food Service Director/Manager if you have questions about your terminal's options.

Quick Steps
Tap the Cash OR Check button. Result: The Deposit panel displays. Enter the Amount to deposit and the Check # if depositing a check. Tap Enter. Result: A confirmation message displays. Tap OK.
Example

Set up and Use Continuous Serve

Continuous Serve is used when all patrons are purchasing the same menu item(s). As a best practice, set up Continuous Serve before you serve your first patron.

Set up Continuous Serve
To set up Continuous Serve, use the instructions for pinning purchasable items found in the Pin Purchasable Items section of this article. Pinned items are automatically charged to the patron's account while you are using Continuous Mode. Be sure to choose all of the items that ALL patrons will be purchasing.
Use Continuous Serve
Patrons enter their PINs as they go through the line. You can also search for patrons or scan patron bar codes to select the patron for processing. You do not need to select purchasable items each time. As soon as a patron loads in Continuous Serve, they are charged for the items in the transaction. Since they've already been charged for the items, the patron clears automatically after a short period of time. If you need to add or remove items for a single patron's transaction, switch to General Mode before the patron loads.
Example

Drawer Count

The Drawer Count should be performed at the end of each serving period.

Quick Steps
Tap Cashier Actions in the upper right-hand corner. Result: The Cashier Actions panel displays. Tap Logout. Result: The Drawer Count screen displays. The amount displayed in the Starting Amount field indicates the initial cash amount that was in the drawer. The Deposit Amount indicates how much was taken in during the serving period. Tap Validate Checks if you accepted checks during the serving period. Result: The Check Validation panel displays. Mark the Validated checkbox after ensuring all check information is accurate then tap Close. Enter the quantity of each cash denomination in the appropriate field (e.g., 1¢, 50¢, $20, $100). Tap Submit. Result: Depending on your terminal's configuration, a message may display to notify you whether your checks and drawer count are balanced. This message may not be available on your terminal. See your Food Service Director/Manager if you have questions about your terminal's options. Tap Close to close the drawer.
Example

View Daily Terminal Transactions

There are two options for viewing a single day's transactions on one terminal:

You can view transactions for one student.
or
You can view all transactions for all students.

Quick Steps - View transactions for one student
Search for the patron if they are not already displayed on the terminal. Tap History. Result: The Daily Terminal Transactions panel displays the one student's transactions. From here, you can void transactions or switch the view to view all transactions for all students.
Quick Steps - View all transactions for all students.
Tap Clear Patron if a patron is displaying on the terminal. Tap History. Result: The Daily Terminal Transactions panel displays transactions for all students that were processed on this terminal. From here, you can void transactions or switch the view to view all transactions for a single student. To switch the view, select a student's transaction and tap Switch View.

Overview of the Terminal Layout

Button/Field Area	Description
Pin Button	This button is used to turn the pinning mode on and off. Pinning mode allows you to pin purchasable items.
Mode	Two modes are available for processing meal transactions. General - Use when several menu options are offered to patrons; e.g., patron has choice of Lunch and/or Ala Carte items. Continuous - Use when there is only ONE menu option offered to all patrons; e.g., when the lunch option for all patrons is the same.
Meal/Menu Tabs	Each tab contains the menu needed for a specific meal/serviceable time.
Patron Picture	The picture of the patron being served.
Grade & Name	Indicates the patron's name and current grade.
Eligibility Indicator	Indicates the patron is eligible for Free or Reduced meals. The following describes each color: Gray X - Adult/Staff Member Green square - Paid Student Yellow triangle - Reduced Student Red circle- Free Student
Allergy Alert	Indicates the patron's allergy(s). Description of allergy visible. If description is more than will fit on button, the description will end with “…” indicating there is more information. Clicking on the Allergy alert button will open a side panel with full allergy description.
Account Balance	Indicates the patron's current account balance. Background colors defaults to green, but changes if account is low – yellow, negative – red. Low balance threshold comes from patron account detail, Reminder value. If patron does not have a reminder amount, balance will not display with a low balance color.
Search	Opens a side panel allowing cashier to search for a patron by last name, first name, and grade
History	Opens a slide out with a list of all patron's transactions for the current terminal for the current date. Can void transaction from this slide out.
Item Description	Describes each item added to the patron's order. Once the current transaction is completed, the item section will be cleared for next transaction.
Qty	Editable quantity that can be changed using the pop-up key pad or by tapping the increase/decrease buttons.
Increase quantity	Clicking on the plus icon will increase the quantity of an item in the transaction by 1. If item quantity is greater than 1, the Qty value will show in the item description line.
Decrease quantity	If item quantity is greater than 1, the X (delete) icon on the item transaction will change to a “-“. Clicking on the “-“ will decrease the quantity of an item in the transaction by one. Once the quantity of the item gets to 1, the “-“ will change to a delete icon.
Item Total	Item price X quantity of item in transaction
Transaction Total	Sum of all item totals in transaction
Remaining Balance	Patron account balance – Transaction total
Delete Item	If the delete icon is selected for an item in the transaction, that item will be removed from the transaction.
Clear Transaction	If the Clear transaction icon is selected, all of the items in the transaction list will be removed
Account (Debit from Account)	Charges (debits) the patron's order to their account.
Purchasable Items for Selected Meal/Menu Tab	Selectable items which are added to a patron's order when touched. These items will not be charged to the patron's account until the transaction has been paid for.
Cashier Actions	This button displays the Cashier Actions panel where cashiers can complete a drawer count, view the Meals Served and the Daily Transaction Count, and log out of the terminal

Logging In & Overview

Video

Processing Transactions

Options for processing transactions are different based on if your line takes cash or is an account-charging only line.

No Cash Lines

Cash/Check Accepting Lines

Video

Viewing Eligibility Status

Viewing Free/reduced lunch status (socio-economic indicator in some states) is configured for each terminal. You may not have rights to see this information.

Video

Managing Transactions

This video covers how to void transactions on the terminal and view today's transactions.

Video

Drawer Counts

This video covers how to complete a drawer count for terminals which take cash and checks.

Video

Point of Sale 2.0 Cashier Study Guide

Search for Patrons

Charge a Patron's Account

Pin Purchasable Items

Enter a Cash Payment

Enter a Check Payment

Enter a Combination Payment

Void a Purchase

Deposit to an Account

Set up and Use Continuous Serve

Drawer Count

View Daily Terminal Transactions

Overview of the Terminal Layout

Logging In & Overview

Processing Transactions

No Cash Lines

Cash/Check Accepting Lines

Viewing Eligibility Status

Managing Transactions

Drawer Counts

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