 Set Up Guide:
Testing PrimeroEdge POS
Functionality
Use this guide to test a PrimeroEdge POS terminal with both Cashier and Manager logins. All test
sessions are then reconciled on the server.
This Test Guide includes these steps:



Procedure 1: Test with Cashier Login

Step 1: Login

Step 2: Open POS

Step 3: Test New Student

Step 4: Test Visitor, Program Adult & Staff

Step 5: Test Student Name Lookup

Step 6: Test Student ID Lookup

Step 7: Test Payments

Step 8: Close POS
Procedure 2: Test with Manager Login

Step 1: Login

Step 2: Open POS

Step 3: Test New Student

Step 4: Close POS
Procedure 3: Reconcile Test Sessions On Server

Step 1: Login

Step 2: Open Reconciliation

Step 3: Auto Reconcile Test Sessions

Step 4: Logout
Testing POS Functionality

PrimeroEdge
Procedure 1: Test with Cashier Login

Step 1: Login
On the desktop:

Double-click the
PrimeroEdge POS icon.
In the Primero Login dialog:
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PrimeroEdge

In User Name, enter
(username with Cashier
role).

In Password, enter
(appropriate password).

Click
.
POS
Testing POS Functionality

Step 2: Open POS
On the POS Menu screen:

In School, note the
name.

In Terminal, note the
name.

Click
.
On the Open POS screen:
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PrimeroEdge

Leave the Total Opening
Balance as “$0.00”.

Click
.
Testing POS Functionality

POS
Step 3: Test New Student
On the POS Menu screen:

Click
.
The main POS screen appears.
The menu area is gray (no
buttons displayed).

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PrimeroEdge
Click
.
POS
Testing POS Functionality
In the Select Menu dialog:

Click
.

Click
.

Select a menu listed in
the Select Menu dialog
(the example shows only
one menu name).

Click
.
A warning message dialog
appears.
This same warning message
appears between each
transaction.

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Click
.
Testing POS Functionality
POS
The menu grid is loaded
(colorful buttons with menu
items).
On the POS screen:

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Click
.
POS
Testing POS Functionality
You should see the generic
Male and Female icons in the
student information area of
the screen.

“Serve” several items by
using the buttons in the
menu grid.

Make sure that the
selected items appear in
the list area.

Make sure that the total
amount appears in Cash
Due.
On the POS screen:

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PrimeroEdge
Click
.
Testing POS Functionality
POS
A Void confirmation message
dialog appears.
In the message dialog:


Click
.
Step 4: Test Visitor, Program Adult & Staff
Repeat step3 using each of
these buttons:
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
.

.

.
POS
Testing POS Functionality

Step 5: Test Student Name Lookup
On the POS screen:

Click
.
In the Look Up dialog:
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PrimeroEdge

In the list of names,
select one patron name.

Click
.
Testing POS Functionality

POS

Repeat the procedure
from Step 2 where items
are selected and the
display of the items and
the total amount is
verified.

Click

Select
in the
Void confirmation
message dialog to
discard the items.
.
Step 6: Test Student ID Lookup
On the POS screen:

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PrimeroEdge
Click
.
POS
Testing POS Functionality
In the Look Up dialog:

Click a patron name to
display a tooltip with the
student ID.

Note/write down the
student ID.

Click
.
On the POS screen:

In Enter PIN, enter the
student ID that you
wrote down in the
previous step.

Click
.
The student data populates
the Student information
fields.
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Testing POS Functionality
POS
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
Repeat the procedure
from Step 2 where items
are selected and the
display of the items and
the total amount is
verified.

Click

Select
in the
Void confirmation
message dialog to
discard the items.

Click
.
.
POS
Testing POS Functionality

Step 7: Test Payments
On the POS Menu screen:

Click
.
On the Payments screen:

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Click
.
Testing POS Functionality
POS
In the Look Up dialog:

In the list of patron
names, select one name.

Click
.
 Careful! DO NOT CLICK
on this screen!!!!
On the Payments screen:
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
Verify that the student
information loaded
correctly.

Click
.
POS
Testing POS Functionality

Step 8: Close POS
On the POS Menu screen:

Click
.
On the Close POS screen:
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
Leave all fields set to “0”
(zero).

Click
.
Testing POS Functionality
POS
On the POS Menu screen:
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
Verify that Session
Status is “Closed”.

Click
.
POS

Testing POS Functionality
Procedure 2: Test with Manager Login

Step 1: Login
On the desktop:

Double-click the
PrimeroEdge POS icon.
In the Primero Login dialog:
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PrimeroEdge

In User Name, enter
(username with Manager
role)

In Password, enter
(appropriate password)

Click
.
Testing POS Functionality

POS
Step 2: Open a POS Session
Open a POS session – see
Procedure 1, Step 2 on page
3

Step 3: Test New Student
Test serving items for a New
Student – see Procedure 1,
Step 3 on page 4

Step 4: Close POS
Close the POS session – see
Procedure 1, Step 8 on page
15
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PrimeroEdge
POS

Testing POS Functionality
Procedure 3: Reconcile Test Sessions on Server

Step 1: Login
In the Primero Login dialog:


In User Name, enter
(username with Manager
role).

In Password, enter
(appropriate password).

Click
.
Step 2: Open Reconciliation
On the Primero Dashboard
screen:
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PrimeroEdge

Click the Point of Service
module tab.

Click the Administration
menu name to expand
the menu.

Click Reconciliation on
the Administration menu.
Testing POS Functionality

POS
Step 3: Auto Reconcile Test Sessions
On the Reconciliation screen:

In Site Code or Site,
select the site that you
used during testing.

In From and To, enter or
select today’s date.

Click
.
A list of all POS test sessions
for that site are displayed.
In the list of Sessions:

Make sure that ONLY
YOUR TEST SESSIONS
ARE CHECKED in the
“A/R” column. Remove
the check box for any
sessions that are not your
test sessions.

Click
.
Repeat this step for each site
that you included in the
testing.
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POS
Testing POS Functionality

Step 4: Logout
When all sessions for all sites
have been reconciled:

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Click Logout.