About this Page
This page is designed to assist the user in the tasks, skills and procedures relating to Point of Sale. Identify the task to be completed in the Topic column and click the link to access explanations and directions for that task. The Tool column identifies the location in the Campus Index in which that action is completed and links to the appropriate help article as well.
As of the .2227 release (June 2022), Point of Sale 2.0 is available for districts to install and run on terminals.
Release Notes
For release notes, see the Food Service Release Notes article.
Cashier's Guide to Point of Sale
1.0 Terminals
The following topics are meant to assist cashiers using Point of Sale 1.0 terminals.
Topic |
|---|
Getting started on use of a Point of Sale terminal. |
Detailed description of the terminal screen layout. |
Working with serving periods and cash drawers. |
Processing Patron Transactions: |
Details on common cashier actions. |
End of serving period setup requirements. |
End of serving period actions. |
Logging out and shutting down POS terminals. |
Handling remote reload requests. |
Viewing configuration settings. |
2.0 Terminals
The following topics are meant to assist cashiers using Point of Sale 2.0 terminals.
Topic |
|---|
| Getting Started (logging in and navigation) |
| Terminal Screen Layout |
| Processing Transactions |
| Managing Transactions |
| End of serving period actions |
Creating POS Accounts
Topic | Tool |
|---|---|
Creating POS Accounts for a Person | |
Creating POS Accounts for a Household | |
Mass Creation of Individual Accounts | |
Mass Creation of Household Accounts |
Managing POS Accounts
Topic | Tool |
|---|---|
Establishing Account Information | |
Viewing Transactions | |
Adding Transactions | |
Transferring Funds Between Accounts | |
Printing the Journal History | |
Inactivating Student Accounts | |
Inactivating Staff Accounts | |
Removing PIN Numbers from POS Accounts | |
Inactivating and Removing PIN Numbers from Student Accounts Simultaneously | |
Inactivating and Removing PIN Numbers from Staff Accounts Simultaneously | |
Adjusting Balances on Inactive POS Accounts | |
Setting Account Restrictions and Reminders | |
Transferring Patron Account Data | |
Generating the Account Management Report for: | |
| Send balance information and other routine food service messages. |
Point of Sale Setup
Topic | Tool |
|---|---|
Creating Item Categories | |
Creating Purchasable Items | |
Copying Service Layouts | |
Manage Payment Locations | |
Establishing General Point of Sale Preferences |
Class Serve Setup
The following tasks need to be completed prior to using the Class Serve tool.
Topic | Tool |
|---|---|
Establishing Applications | |
Adding Services | |
Creating Service Layouts (Menus) | |
Establishing Class Serve Preferences | |
Establishing PIN Auto-Generation Preferences |
Cafeteria Serve Setup
Cafeteria Serve is only available in Campus Point of Sale 1.0.
Topic | Tool |
|---|---|
Establishing Applications | |
Adding Services | |
Designing Service Layouts (Menus) | |
Setting Cafeteria Serve Preferences |
Using Cafeteria Serve
Topic | Tool |
|---|---|
Generating Service Layouts (Menus) | |
Processing General Serve | |
Processing Continuous Serve | |
Exiting Service Layouts (Menus) Before Processing | |
Voiding Patron Transactions |
Terminal Setup
Topic | Tool |
|---|---|
Establishing Applications | |
Adding Services | |
Creating Service Layouts (POS 1.0) Creating Service Layouts (POS 2.0) | |
Managing Terminals |
Configuring Point of Sale Hardware
Topic | Tool |
|---|---|
Connecting POS Terminals: Terminal Cables, Ports and Connectors | Point of Sale Configuration Guide |
Terminal Software Installation/Configuration
| Topic | Tool |
|---|---|
| Installing and Configuring a 1.0 Terminal | |
| Installing and Configuring a 2.0 Terminal |
Remotely Managing Point of Sale Terminals
Topic | Tool |
|---|---|
Remotely Rebooting Terminals | |
Remotely Reloading Terminals | |
Remotely Shutting Down Terminals | |
Clearing Remotely Requested Terminal Logs |
Reporting Point of Sale Data
Topic | Tool |
|---|---|
Report manual increases or reductions made to POS accounts. | |
Audit potentially incorrect transactions within a specific time frame. | |
| Report a list of backdated transaction adjustments in summary or detail form. | Backdated Adjustments Report |
Report daily, period or monthly transaction information for specific POS terminals. | |
Report a list of check, cash and credit card deposits made through the FS Deposit, Person FS Deposit, POS Terminal and Portal Food Service tools. | |
Compare each school's daily counts of free, reduced and paid lunches against the number of children currently eligible for free, reduced and paid lunches. | |
Report information about daily transactions per serving period, allowing users to reconcile drawers and eliminate or reduce overages or shortages. | |
Report detailed information about all fund transfers which occurred on a specific day, period of time or month. | |
Report all purchasable items, noting the total amount purchased and the total sales for the item based on a specific date range. | |
Report monthly transactions details and account balance information. | |
Report active staff and student account balances. | |
Report detailed information about Point of Sale terminal transactions. | |
Report patron summary information, transaction summary information and purchasable item detail information. | |
Report a list of all voided transactions. | |
Create letters which includes demographic and patron account balance information. | |
Report a list of patron PIN numbers, PIN barcode labels and PIN labels. |
Tool Rights
Topic | Tool |
|---|---|
POS |
