Back to School
Refresher
General Disclaimer
• The information in this presentation is for
training purposes only. The appearance and
values you see may be different from your
specific county. Please refer to your county’s
policies for specific instructions and
procedures to be followed.
Record Sales
Record Sales
SUMMARY SALES OVERVIEW
The Summary Sale screen lets the user make entries that are not
associated with a specific WVEIS number. The main use for Summary
Sales will be After School Snack sales, Extra Milk, Staff, Visitor and
Program Adult entries not made at the POS machine.
Record Sales
AFTER SCHOOL SNACK SALE
Be sure to select the
appropriate date before
proceeding.
1. Select “Snack” Meal
Type.
2. Select “Snack Meal”
Meal Menu Item.
3. Select “Summary” as the
Entry Type .
4. Click
to proceed.
Enter the TOTAL number of
Snacks under the Meal Count
column on the Free line.
Select
to proceed
If any money was taken
for the Snacks enter
that on this tab, or
leave blank if no money
was taken.
Select
to proceed
The Confirmation
screen will display to
let the user know the
Snack entry was
completed successfully.
Note: This process creates a Session that
will need to be Reconciled.
Record Sales
EXTRA MILK, VISITORS, AND
PROGRAM ADULTS
1. Select the appropriate Meal Type.
2. Select the appropriate Meal Menu
Item.
3. Select “Summary” as the Entry Type .
4. Click
to proceed.
Extra Milk Entry
Extra Milk entries not entered on the POS line are
entered as a dollar value in the “A La Carte” field on
the Paid line. Notice the dollar amount carries over
to the Total Amount column.
Staff, Visitor and
Program Adult
entries
Entries for Staff, Visitors and Program Adults not entered on the POS line
are entered in the corresponding Meal Count fields.
Entries on this screen, can
be made together to save
time and reduce sessions.
Note: The numbers entered in the Meal Count
column are multiplied by the Meal Price to get
a Total Amount.
X
X
X
=
=
=
Select
to proceed
Enter the cash and/or
checks taken for the
sale(s). If no money was
taken leave this screen
blank.
Any cash collected during the
session will be entered under
Session Denominations. The
total amount will display in
the Summary section of the
screen.
Select
to proceed
The Confirmation
screen will display to
let the user know the
sale was completed
successfully.
Note: This process creates a Session that
will need to be Reconciled.
Record Sales
QUICK SALE - OVERVIEW
The Quick Sale screen allows the user to enter sales by WVEIS number,
for students, staff, and Foster Grandparents, etc.
By checking the “Had Meal” check box, the individual will be charged as if
they had gone through the line.
By putting an amount in the A La Carte field it will show an additional
charge such as an Extra Milk. Entering an amount in the Payment Amount
field represents a cash sale.
Record Sales
QUICK SALE
Note: Always verify the correct date before
proceeding
1. Select the appropriate Meal Type.
2. Select the appropriate Meal Menu
Item.
3. Select “Quick” as the Entry Type.
4. Click
proceed.
Students, staff, Foster Grandparent’s, etc.
can be entered either by WVEIS number if
known, or through look up to find the
patron’s name.
1. Enter a complete or partial WVEIS number.
2. Allow a moment for the blue box to appear.
3. Click on the blue box or select the <tab> key from
the keyboard to enter the student.
To make an entry by WVEIS number
perform the following steps:
1. Enter a complete or partial WVEIS
number in the Student ID field.
2. Allow a moment for the blue box to
appear.
3. Click on the blue box or select the
<tab> key from the keyboard to enter
the student.
To enter a student where the WVEIS
number is not known:
1. Select the
to display the search
screen.
2. Enter the search criteria and select
.
3. From the list that displays, either double-click a
record, or click it once and then select
to
proceed.
In this example:
Entry 1 had a standard meal (“Had Meal” check box is selected.)
Entry 2 had a standard meal (“Had Meal” check box is selected.) and a charged
extra milk.
Entry 3 had a standard meal (“Had Meal” check box is selected.) and purchased an
extra milk.
Entry 4 had no meal but purchased an extra milk.
1
2
3
4
Select
to proceed
After selecting the Record Sales button each transaction will be
processed. This can be verified by the located to the right of
the individual transaction.
If more than 25 transactions need to be entered select
which will
clear the screen and allow for additional entries to be made within the
same session.
When all transactions have been successfully processed,
select
to proceed.
The next screen that displays is a short version of the Summary Sales
screen.
Entries for Staff, Visitors and Program Adults not entered during the POS
session are entered in the corresponding Meal Count fields.
Select
to proceed.
Enter the cash and/or
checks taken for the
sale(s). If no money
was taken leave this
screen blank.
The total of all money
entered under Session
Denominations will
show here as a total.
Select
to proceed.
The Confirmation
screen will display to
let the user know the
sale was completed
successfully.
Note: This process creates a Session that
will need to be Reconciled.
End