copyright © 2006, infinite campus, inc. all rights reserved. campus food service - point of sale
TRANSCRIPT
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Campus Food Service - Point of Sale
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Campus Foodservice offers: Centralized management of accounts Detailed reporting Management of student eligibilities Improved communication with parents via the
portal Opportunities for parental involvement and input Flexibility in service menu setups Menu item setups allowing all students to
purchase the same items but charging them correctly per their individual eligibility status
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Create and manage accounts from within Infinite Campus
Use Add Account to create individual accounts
Use Mass Account Creation Wizard to create accounts and PINS for schools, grade levels, staff, without duplicating accounts
Employees can have multiple PIN numbers on one account – eg. one to cashier with, one to eat with
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Account Creation
POS Preferences Show Eligibility in
Deposit – if checked, will show F/R on POS Deposit Tab
Auto Creation of Account/PIN Options will create new STUDENT accounts for new enrollments
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Add Account Wizard Used to add accounts for
people who do not already have them (change from 6.3 – patrons do not NEED to be part of a household to have an account)
For single accounts only; if you want to do this for many students or staff at once use the Mass Account Creation wizard.
Will require you to SEARCH to verify an account does not already exist.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Mass Account Creation Wizard
Creates accounts for staff/students who do not already have one
Does not duplicate accounts.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Deposit Management – Household POS Deposit Tab Use Setup Deposit option
to allocate a portion of each deposit to a family member with an account
Deposits can be allocated as requested regardless of whether Setup Deposit has been done – this gives parents flexibility in the management of funds allocation.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Parental Control Parents can request restrictions on their students’
accounts. Parents can request reminder levels (POS reminder
when balance reaches $ amount) or they can be set via Wizard for all patrons at any eligibility level.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
General Account Information
Account Info tab: Allows eligibility to be
manually input or displays IC FRAM processed eligibilities
Can auto-generate new PINS
Account level allows restrictions (ala carte, reminder level) to be added
Journal tab allows corrections to be made
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Parent Portal Information Parents will be able to see and print a report, by month, of what each
student has been eating. This is the same information that displays on the Point Of Sale>Account>Journal Tab for each patron. They’ll also be able to see deposits, transfers, reversals and balances.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Service Organizational Tools
Set up different menu (service) for breakfast, lunch, etc.
Set up purchasables with price points for each eligibility (adult, student, reduced, free); application will charge patrons appropriately based on their eligibility
Utilize categories and naming conventions to assist in reporting
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Purchasable Setup One purchasable, price
points for all eligibilities (adult, student, reduced, free)
State code as appropriate Item category for
reporting Active checkbox allows
you to add & remove items without deleting them
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
POS Menu Planning
Layout – utilize planning sheets to determine how many menus are needed, layout, and purchasables.
Preview/test color, fonts, placement, size and navigation prior to activating menus on POS
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Menu & Processing Flexibility Separate menus for each
Service Cashiers can toggle
between menus Cash Tend option allows
acceptance of cash & calculation of change in the lunch line
Clear entry/clear all POS options (patron
pictures, look up prior transactions, etc.)
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
POS Terminal Config & Reporting
“Hot Spare” option – if one terminal goes down, run install script to configure a spare terminal to replace it
Reports can be run by terminal – what items are being sold at each
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Balance Letter Wizard
An alternative to the default Low Balance Letter (Point of Sale>Reports>Patron Balance
Utilizes new enhanced Letter Wizard features Allows you to sort by name, grade, balance or
homeroom Allows you to create different letters for different
eligibility levels (adult, free, reduced, student) and to use a Blank Header to accommodate letterhead.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Eligibility Import Wizard
For importing Direct Certification eligibilities electronically
Functions like Score Import Wizard for Assessments
Direct Certs can be entered manually if there is no electronic file to import.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Eligibility Update Wizard
Used to update student Enrollment>State Reporting>Econ Indicator eligibilities
Set criteria – if you do not want eligibilities to drop, etc.
Does not do DATE RANGE; keys on Eligibility Date
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Reminder/Restriction Wizard
Will OVERWRITE anything already entered
Useful for beginning-of-year mass setting of reminder levels, esp. if you want different settings for different eligibility levels
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Class Serve
ONLY for schools who have meals delivered to and eaten in the classroom.
NOT for placing cafeteria orders
Set up in Point of Sale>Class Serve; displays in Instruction Module.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Class Serve (cont.)
Attendance should be taken first. Any absent students will be grayed out to block sales to absent students.
Will charge students’ accounts for whatever items are selected. Meal is default, can choose Add to select from Ala Carte menu.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Q&A & Demo