Point of Sale (POS)

 This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

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.

Release Notes

For release notes, see the Point of Sale Release Notes article.

Cashier's Guide to Point of Sale

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

Add Account

Creating POS Accounts for a Household

Add Account

Mass Creation of Individual Accounts

Mass Account Creation Wizard

Mass Creation of Household Accounts

Mass Account Creation Wizard

Managing POS Accounts

Topic

Tool

Establishing Account Information

Account Info

Viewing Transactions

Journal

Adding Transactions

Journal

Transferring Funds Between Accounts

Journal

Printing the Journal History

Journal

Inactivating Student Accounts

Account Management Wizard

Inactivating Staff Accounts

Account Management Wizard

Removing PIN Numbers from POS Accounts

Account Management Wizard

Inactivating and Removing PIN Numbers from Student Accounts Simultaneously

Account Management Wizard

Inactivating and Removing PIN Numbers from Staff Accounts Simultaneously

Account Management Wizard

Adjusting Balances on Inactive POS Accounts

Account Management Wizard

Setting Account Restrictions and Reminders

Reminder Restriction Wizard

Transferring Patron Account Data

Account Management Wizard

Generating the Account Management Report for:

Account Management Wizard

Send balance information and other routine food service messages.

POS Account Messenger
POS Account Messenger Scheduler

Point of Sale Setup

Topic

Tool

Creating Item Categories

Item Categories

Creating Purchasable Items

Purchasable Items

Copying Service Layouts

Service Layout Copy Wizard

Manage Payment Locations

Payment Locations

Establishing General Point of Sale Preferences

POS Preferences

Class Serve Setup

The following tasks need to be completed prior to using the Class Serve tool.

Topic

Tool

Establishing Applications

Application Manager

Adding Services

Application Manager

Creating Service Layouts (Menus)

Application Manager

Establishing Class Serve Preferences

Class Serve Preferences

Establishing PIN Auto-Generation Preferences

PIN Auto Gen

Terminal Setup

Topic

Tool

Establishing Applications

Application Manager

Adding Services

Application Manager

Creating Service Layouts

Application Manager

Managing Terminals

Terminals

Configuring Point of Sale Hardware

Topic

Tool

Point of Sale Configuration Guide

Connecting POS Terminals: Terminal Cables, Ports and Connectors 

Point of Sale Configuration Guide

Understanding Terminal Configuration Requirements

Point of Sale Configuration Guide

Understanding Terminal Tool Rights

Point of Sale Configuration Guide

 Data Interchange Components 

Point of Sale Configuration Guide

Synchronizing Point of Sale Data

Point of Sale Configuration Guide

Terminal OS Recovery and Imaging 

Point of Sale Configuration Guide

Troubleshooting Terminal Issues

Point of Sale Configuration Guide

Terminal Software Installation/Configuration

TopicTool
Installing and Configuring a Terminal

Terminals

Remotely Managing Point of Sale Terminals

Topic

Tool

Remotely Rebooting Terminals

Terminal Manager

Remotely Reloading Terminals

Terminal Manager

Remotely Shutting Down Terminals

Terminal Manager

Remotely Viewing Terminal Logs

Terminal Manager

Clearing Remotely Requested Terminal Logs

Terminal Manager

Reporting Point of Sale Data

Topic

Tool

Report manual increases or reductions made to POS accounts.

Adjustment Report

Audit potentially incorrect transactions within a specific time frame.

Audit Report

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.

Cashier Report

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.

Deposit Report

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.

Edit Check Report

Report information about daily transactions per serving period, allowing users to reconcile drawers and eliminate or reduce overages or shortages.

End of Day Report

Report detailed information about all fund transfers which occurred on a specific day, period of time or month.

Funds Transfer

Report all purchasable items, noting the total amount purchased and the total sales for the item based on a specific date range.

Item Summary

Report monthly transactions details and account balance information.

Journal Batch

Report active staff and student account balances.

Patron Balance

Report detailed information about Point of Sale terminal transactions.

Transaction Detail

Report patron summary information, transaction summary information and purchasable item detail information.

Transaction Summary

Report a list of all voided transactions.

Voids Report

Create letters which includes demographic and patron account balance information.

Balance Letter Wizard

Report a list of patron PIN numbers, PIN barcode labels and PIN labels.

PIN Report

Tool Rights

Topic

Tool

Point of Sale Tool Rights

POS