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SIS 2000+ Food Services

Sec. 13a, The Cafeteria Screen 
 

Complete Login procedures to display the Cafeteria screen. The POS Configuration selected during login determines the appearance of the Cafeteria screen which includes:
 

Fig. 1 - Cafeteria screen, entry mode
 

The Cafeteria screen opens in entry mode with the focus on the Account field. The screen in Fig. 1 is a sample configuration for a secondary school food line that has chosen to group commonly used Lunch items on the first page, and ala Carte items together on the second and third pages.

Notice that the focus (currently placed on the Account field) is red. The control with the current focus (buttons, text fields) is always highlighted in red.
 

About the Cafeteria screen

13a.1 Command Buttons, Text Boxes, Pages and Food Item Buttons

13a.1.1 Command Buttons
Command Keys (Alt + Letter) may be used in place of clicking on command buttons.
 
Search -
Runs SIS 2000+ Search, which is used to locate a student, faculty or patron by ID number, last and/or first name. Search criteria defaults to school or district, as set in the Cafeteria screen, and currently enrolled students. The search may be expanded to include all students regardless of enrollment status.

Clear -
Removes consumer Ident prior to pressing Enter (before the account is loaded). When a consumer has been retrieved, the Clear button converts to the File button.  Use this button to display consumer demographics, including student and faculty photographs.



Reset -
Cancels this transaction. The screen is cleared of this consumer's information and the focus placed on the Accounts field, ready to receive the next ID number or barcode scan. Saved transactions already present for this consumer are unaffected. Unsaved entries are lost.

Undo -
Removes unsaved food items and payments from the transaction grid. The consumer is retained. Enabled only when unsaved changes are present.

Save -
Saves this transaction, and clears the screen to receive the next consumer ID or barcode scan.

Worker -
Select to designate the reimbursable meal as a Worker/Earned meal. Earned meals are charged as per the meal rate set in Rates, and are itemized on detail and summary reports as worker meals per the account type and status of the recipient.

Counts -
Displays ongoing meal and ala Carte totals for each Cash Drawer in use, with the current drawer displayed in red. Cafeteria must be in read-only mode (no consumer selected) for this button to enable.

Quit -
Exits the Cafeteria program.

Message & Volume control -
The Message button is enabled only when Cafeteria Settings / Policies / Balance Restrictions = STOP (this value does not automatically display the Alert message).


 
Use the Message button to display alert that has been triggered by this consumer's account.  Notice the icons in the upper left corner.  If the Stoplight is the only icon used, this indicates the restriction or alert is a district-wide policy, present in the Cafeteria Policies module.  The addition of a Person icon (Fig. 2), indicates this restriction has been customized for this particular consumer.


Fig. 2 -  Balance Restriction Alert
 

Volume control -
Controls the volume for this workstation.
 

Cash Buttons / Student, Faculty, Adult, Child
Records one (anonymous) meal service and meal payment for the specified account type.

Food Service Preference Student Cash Meals = YES
A Cash Anonymous Student Meal is recorded as a reimbursable first meal, Regular. If second meals are offered by the cafeteria, it is suggested that you do not use the Cash Student button in the food line, because there is no way to distinguish between reimbursable first meals and non-reimbursable second meals for anonymous students. Cash Student and Faculty meal, ala Carte and Payment records are stored in Accounts, Cash Records.

Food Service Preference Student Cash Meals = NO
Cash Anonymous Student Meals are not permitted. If the Cash Student button is used, an alert will display to inform you the preference setting does not permit cash student meals. You may, however, serve ala Carte items using the Cash Student button.

The Adult and Child buttons record meal service and meal payment for Visiting Adults and Visiting Children. Adult and Child meal, ala Carte and Payment records are stored in Accounts, Visitor Records.
 

13a.1.2 Text boxes
Text boxes display data, such as account balances or meals remaining, or accept text entry, such as the payments text box.
 
E -
Defaults to checked ON. Includes only currently enrolled students when searching for a student. Uncheck or press Alt-E to expand to include all students regardless of enrollment status.

D -
District search checkbox. Expands consumer search to district-wide. Default setting is unchecked, which limits consumer search to the local school. Click on or press Alt-D to enable. Repeat to disable.

Account / Ident -
The Account Type, which may be Student, Faculty, or Patron. The Cafeteria screen defaults to Student for Account Type, with the focus on the Accounts field. In this mode the Cafeteria module is ready to receive a barcode scan, since the account type is included within the barcode. If you are entering student ID numbers manually, you may enter the student number while in this mode (with the focus defaulted to Account). Numeric entry in the Account field is automatically interpreted as a Student ID number and placed in the Ident field. If you are entering Faculty or Patron ID numbers manually, you must either select the account type from the drop down list, or enter an 'F' or 'P' (for Faculty/Patron) with the focus on the Account field.

Consumer last name, first name and middle initial (middle initial for students only) display when an account has been selected. Consumer Gender displays to the right of the consumer name.

Meals Remaining -
The account balance forward translated into a meals remaining figure (account balance/meal rate for this individual). The Meals Remaining figure for Free students counts down referencing user-defined parameters (see Preference Editor, Free High and Free Low Value). The countdown is based on actual use to appear realistic.

Bal Fwd -
The account balance prior to this meal's transactions. The balance forward does not reflect debits/credits incurred during this meal service. Debits and credits are reflected in the ending account balance. Display of Balance Forward may be a user option (see Sec. 13b, Settings Editor) or may be controlled by a higher level (see Sec. 3, Preferences Manager).

Description, Amount -
Displays in the transaction grid for each item button selected. Amount displays as per item information present in the Items module. If the food item is a Meal, and it is the First Meal served to that individual (therefore the reimbursable meal for the day), then the Amount displays as 'Meal'. The Meal field shows 'Yes' to indicate that the reimbursable meal has been served. The dollar amount of the reimbursable meal is never displayed. The Amount for additional (non-reimbursable) meals served to that individual is displayed as per the 'second meal' rate set in Rates.

Descriptions and Amounts for items sold previously that meal session are displayed in red. These items may be edited inline only if the editing is performed using the same cash drawer that was used to sell these items, since sale of food items is tracked by Cash Drawer. Otherwise, editing must be accomplished using the Accounts/Meals, Payments or Ala Carte pages (see Sec. 13f, Edit Records).

1st Meal -
'Yes' present in the 1st Meal field indicates that the first, and therefore potentially reimbursable meal has been served to this consumer. If the consumer type is Student, the meal is included in eligibility figures as reimbursable. If the consumer is other than Student (faculty or visitor), the meal is not reimbursable. All first meals served are considered to be potentially reimbursable meals, therefore all first meals served result in a Yes being present in this field. Non-reimbursable meals are included in meal reports under the heading Non-R.

Additional -
Food item charges in additional to the first (potentially reimbursable) meal for this transaction. Charges for previously saved transactions for this meal session are not included.

Payment -
Focus defaults to the Payment field when a consumer is identified, and remains there during food item selection. When food selection is complete, either enter the payment amount, or accept the 0.00 payment amount and press Enter. Payment is not necessary for service. Payments are recorded as account payments and may be any amount.

Balance -
The ending account balance, which reflects all credits and debits incurred during this transaction (Bal Fwd - Charges + payments). Display of ending Balance may be a user option (see Sec. 13b, Settings Editor) or may be controlled by a higher level (see Sec. 3, Preferences Manager).
 

13a.1.3 Cafeteria screen food item pages
Up to four pages may be present. Each page may contain a maximum of eighteen food item buttons. The appearance and number of pages displayed is determined by the number of food items assigned to the POS configuration (Sec. 15b, POS Designer) and how the food items are arranged.

13a.1.4 Food item buttons
Food item buttons are present as configured in the POS Designer.
 
 
 

13a.2.1 Settings
The Settings feature accesses Cafeteria module preferences and allows you to customize the performance of the Cafeteria module according to the specific needs of the food line and your school policy. Settings are retained per Cash Drawer and include allowing charging, displaying account balances, setting default service for a food line, enabling the Auto Save feature, or utilizing a deficit or low balance alarm. See Sec. 13b, Set-up Options.

13a.2.2 Volume Sales
The Volume Sales feature processes quantity sales for any food item (such as Banquet Sales, Catering, Concession Stand sales). Each sale is recorded using a rate, which may be Student, Faculty, Adult, or Child, and the number of items in the transaction. The dollar amount of the transaction is calculated automatically. This amount may be edited. A Volume Sales transaction records both payment and service.

13a.2.3 Date
All Cafeteria transactions are recorded as of the date selected during login. This date is displayed at the top of the Cafeteria screen, but may not be changed from within the Cafeteria module.