Cashier Cheat Sheet

Last Modified on 11/18/2024 10:41 am CST
What can I do?What do I need to know?

Search for Patrons

Quick Steps
  1. Tap Search.
    Result: The Search panel displays.
  2. Select any of the Options available.
    OptionDescription
    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 ServedWill hide patrons from the search results if they've already been served.
  3. Enter the patron's First, Last Name, Homeroom, and/or PIN.
  4. 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
Screenshot of searching for patrons step-by-step example

Charge a Patron's Account

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

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
  1. Tap theScreenshot of pin button 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.
    Click here to expand...

    Screenshot of entering the pinning mode
  2. 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.
    Click here to expand...
    Screenshot of pinning an item
    Tip: To pin more than one of the same item, tap the item again. A confirmation message will display.
  3. When you are done pinning, tap the Screenshot of pin button 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 Screenshot of pin button Pin button then tap the X on the item(s) you want to remove. Tap the Screenshot of pin button Pin button again when you are done.

Screenshot of removing a pin

Example
Screenshot of pinned items

Enter a Cash Payment

Quick Steps
  1. After selecting the purchasable items, tap the Cash button at the bottom of the screen.
    Result: The Payment panel displays.
  2. 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.
  3. 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
Screenshot of paying with cash in POS

Enter a Check Payment

Quick Steps
  1. After selecting the purchasable items, tap the Check button at the bottom of the screen.
    Result: The Payment panel displays.
  2. 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.
  3. Enter the Check #.
  4. 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
Screenshot of entering a check in POS

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
  1. Tap the Cash OR Check button.
    Result: The Payment panel displays.

  2. Complete one of the following options.

    OptionDescription
    CashEnter the Amount.
    CheckEnter the Amount and the Check #.
  3. Tap Enter.
    Result: A message displays stating how much will be paid from the student's account. Screenshot of using multiple payment methods
  4. 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
  1. Tap the History button.
    Result: The Daily Terminal Transactions panel displays.
    Screenshot of daily terminal transactions
    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.
    Screenshot of the switch view button
  2. Select the transaction you want to void then tap Void.
    Result: The Manager Login panel displays.
    Screenshot of the manager login display
  3. 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.
    Screenshot of item with a voided status

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
  1. Tap the Cash OR Check button.
    Result: The Deposit panel displays.
  2. Enter the Amount to deposit and the Check # if depositing a check.
  3. Tap Enter.
    Result: A confirmation message displays.
  4. Tap OK.
Example
Screenshot of adding a deposit to an account

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
Screenshot of setting up continuous serve

Drawer Count

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

Quick Steps
  1. Tap Cashier Actions in the upper right-hand corner.
    Result: The Cashier Actions panel displays.
  2. 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.
  3. 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.
    Click here to expand...

    Screenshot of the check validation checkbox
  4. Enter the quantity of each cash denomination in the appropriate field (e.g., 1¢, 50¢, $20, $100).
  5. 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.

  6. Tap Close to close the drawer.

Example
Screenshot of the drawer count

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
  1. Search for the patron if they are not already displayed on the terminal.
  2. 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.
    Screenshot of daily transactions
Quick Steps - View all transactions for all students.
  1. Tap Clear Patron if a patron is displaying on the terminal.
  2. 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.Screenshot of all daily transactions

Overview of the Terminal LayoutScreenshot of an overview of the terminal layout

Button/Field Area

Description
Pin ButtonThis button is used to turn the pinning mode on and off. Pinning mode allows you to pin purchasable items.
ModeTwo 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.

QtyEditable 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 ActionsThis 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

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