Back To School Plan and Configure PrimeroEdge

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Back To School
Plan and Configure PrimeroEdge
Planning
 Email Support@PrimeroEdge.com
 POS Testing Dates
 Computer Name Changes
 When Moving Computers to a Different School
 IP Address Changes (Host File Only)
Configuring
 Update Information in PrimeroEdge
 Menu Items/Prices
 Menu Grids
 Usernames/Passwords/Permissions
 Set Grace Period (Year Begin)
Cannot process applications or import DC file until Grace Period
has been set
PrimeroEdge Testing
Ensure a Smooth Start
PrimeroEdge POS Terminals
 Setup POS Computers
 Place at Serving Location
 Connect to Local Network
 Verify Internet Explorer 8 or Higher is Installed
 Connect Input Devices (If Applicable)
PrimeroEdge POS Terminals
 Open a Test Session on
Each POS Computer
PrimeroEdge POS Terminals
 Open POS With $0
PrimeroEdge POS Terminals
 Verify Menu Grids
PrimeroEdge POS Terminals
 Verify Student Lookup
PrimeroEdge POS Terminals
 Verify Input Devices
Work With
PrimeroEdge POS
PrimeroEdge POS Terminals
 Void Every Sale
PrimeroEdge POS Terminals
 Close POS With $0
PrimeroEdge POS Terminals
 Confirm Test Session
 PrimeroEdge
Website
PrimeroEdge POS Terminals
 Confirm Test Session
 Primero Manager
and Central Office
PrimeroEdge POS Reports
 Edit Check Report
PrimeroEdge POS Reports
 Activity Report
PrimeroEdge POS Reports
 Cash Collection
Report
PrimeroEdge Technical Training
Learn How to Use PrimeroEdge Tools
Technical Training
 Web Sessions in August
 Approximately 90 minutes
 Invitations Sent By July 22
 Date and Time Posted
 Facebook
http://www.facebook.com/PrimeroEdge
 School Nutrition Edge
 http://schoolnutritionedge.com

PrimeroEdge Tools
Manage Serving Terminals
Disable Terminal
 Moving Computers
 Computer Name Change
Terminal Setup
 New School
 New Computer
 Transferred Computer
Support Tasks
Support Team Efforts
Verify and Test
 Verify Data is Synchronized (Including Student Status)
 Check for the Correct Version of PrimeroEdge Software
 Verify PrimeroEdge Services
 Monitor Student Imports the Week Before School
Let us know as soon as possible if the file format is changing
Best Practices
Hints to Help Cashiers
Best Practices
 Hand Out Printed Copies of POS Screen/Menu Grids
 Open POS Session Immediately in the Morning
 Use Cashier Logs at POS Computers
 Don’t Let the Students Set the Pace!
Contact Information
How to Reach Support Team
Support Contact Information
 Noncritical issues
 Support@PrimeroEdge.com
 Immediate assistance
 Non West Virginia

1-866-442-6030
 West Virginia

1-800-684-2070
Questions
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