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SIS 2000+ Food Services

Sec. 15a, POS Designer / Cash Drawer Editor
 

Cafeteria login requires two selections -- the POS Configuration (which configuration to use) and the Cash Drawer. The Cash Drawer identifies the food line used when transactions are stored in Accounts and for reporting purposes.

Cash Drawers may also be created for the District Office. It is unlikely that service will be recorded using a District Cash Drawer, but it is possible the district will receive account payments. District Cash Drawers should be identified as District Office, to differentiate between District and School Office cash drawers. When an account payment is recorded by the District Office, the funds are credited to the individual's account. The school's deposit report for that day is unaffected, since the school did not receive the payment. Deposit and Payment reports printed for the district office will contain this payment information.

Cash Drawer setup must be included as part of Food Service initial setup procedures, since Cafeteria login includes specifying a Cash Drawer. A separate Cash Drawer must be created for each workstation (office and food lines) in the school. If a cash drawer selected during Cafeteria login is already in use by another workstation, a warning is displayed. While it is possible to unlock and use an 'In Use' cash drawer, it is recommended that each workstation has available it's own cash drawer.

A minimum of one cash drawer is required for each school, two are recommended. A typical cash drawer setup for an elementary school (using one line for breakfast and lunch) would include an Office drawer, and a Cafeteria drawer.

Fig. 1 - POS Designer File menu, Cash Drawer Editor
 
 

15a.1 Open the Cash Drawer Editor
Access to the Cash Drawer Editor is located within the POS Designer. Click on the File menu (or Alt-F), then select Cash Drawers.

About the Cash Drawer Editor
Cash Drawers displays in read-only mode (Fig. 2). When the user is logged into a specific school site, that site displays read-only and may not be changed. When user login to the District Office is completed under System Administrator, the site field is active and all district schools are available for selection. The site may be changed while in read-only mode.

Fig. 2 - Cash Drawers, read-only mode
 

Cash Drawer command buttons

Edit -
Places Cash Drawers into edit mode.

Add -
Inserts a new Cash Drawers record.

Delete -
Removes an existing Cash Drawer. A Cash Drawer may not be deleted if it has been used to record transactions.

Undo -
Removes unsaved changes and reverts back to the last saved version.

Save -
Records changes.

Done -
Exits Cash Drawers and returns to the POS Designer.
 
 

Fig. 3 - Cash Drawers, select site
 
 

15a.3 Edit Cash Drawers
Click on Edit to place Cash Drawers into edit mode for the selected school. Edit mode activates the Add, Delete, Undo and Done buttons.

15a.3.1 Add a Drawer
Click on Add to create a new record (Fig. 4). Type the description and click on Save. The description may be anything appropriate for your cafeteria. The cash drawer description appears in service and payment reports sorted by Drawer. Remember, a Cash Drawer must be present for each food line you wish to use.


Fig. 4 - Cash Drawer, new drawer
 
 

15a.3.1.2 Locked Cash Drawers
A Cash Drawer may be designated as Locked. A locked drawer is not available for use by the Cafeteria module. It is recommended that drawers used by workstations other than cafeteria workstations are locked to prevent accidental use by a cafeteria food line. If, for example, the Office cash drawer is accidentally used to process Register A payment and service transactions, those transactions will be mixed in with transactions completed by the office. This would not affect report totals, however drawer reconciliation and balancing by food line is more difficult.

To Lock a Cash Drawer -
Place the Cash Drawer Editor into edit mode by clicking on the Edit button. If an existing drawer is to be locked, click on the Locked checkbox for that drawer and insert a checkmark. If a new drawer is being added and you wish to designate it as a locked drawer, complete the description and Tab to or click on the Locked checkbox to insert a checkmark. Click on Save, then Done to exit.
 

15a.3.2 Edit a Cash Drawer
Select the School, then click on Edit to place Cash Drawers into edit mode. Single-click on the drawer to be edited (or use the up/down arrows to select the drawer) and complete desired changes. Click on Save to record changes. The Drawer description may be changed at any time without affecting data (Drawer unique ID's are used to associate transactions with Drawers), however existing service and payment records will not reflect the change in description.

15a.3.3 Delete a Cash Drawer
Select the School, then click on Edit to place Cash Drawers into edit mode. Single-click on the drawer to be deleted (or use the up/down arrows to select the drawer), then click on Delete. A confirmation prompt requiring a 'Yes' or 'No' response will display. Note: A Cash Drawer may not be deleted if transactions are present (Fig. 5).


Fig. 5 - Delete Drawer alert