Campus Foodservice/Point of Sale

Campus Food Service Point of Sale
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Campus Foodservice offers:







Centralized management of accounts
Detailed reporting
Management of student eligibilities
Improved communication with parents via the
portal
Opportunities for parental involvement and input
Flexibility in service menu setups
Menu item setups allowing all students to
purchase the same items but charging them
correctly per their individual eligibility status
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Create and manage accounts from within
Infinite Campus



Use Add Account to
create individual accounts
Use Mass Account
Creation Wizard to create
accounts and PINS for
schools, grade levels,
staff, without duplicating
accounts
Employees can have
multiple PIN numbers on
one account – eg. one to
cashier with, one to eat
with
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Account Creation

POS Preferences
 Show
Eligibility in
Deposit – if checked,
will show F/R on POS
Deposit Tab
 Auto Creation of
Account/PIN Options
will create new
STUDENT accounts
for new enrollments
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Add Account Wizard



Used to add accounts for
people who do not already
have them (change from 6.3 –
patrons do not NEED to be
part of a household to have an
account)
For single accounts only; if you
want to do this for many
students or staff at once use
the Mass Account Creation
wizard.
Will require you to SEARCH to
verify an account does not
already exist.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Mass Account Creation Wizard


Creates accounts for
staff/students who do
not already have one
Does not duplicate
accounts.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Deposit Management – Household POS
Deposit Tab


Use Setup Deposit option
to allocate a portion of
each deposit to a family
member with an account
Deposits can be allocated
as requested regardless
of whether Setup Deposit
has been done – this
gives parents flexibility in
the management of funds
allocation.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Parental Control


Parents can request restrictions on their students’
accounts.
Parents can request reminder levels (POS reminder
when balance reaches $ amount) or they can be set via
Wizard for all patrons at any eligibility level.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
General Account Information

Account Info tab:




Allows eligibility to be
manually input or displays
IC FRAM processed
eligibilities
Can auto-generate new
PINS
Account level allows
restrictions (ala carte,
reminder level) to be added
Journal tab allows
corrections to be made
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Parent Portal Information

Parents will be able to see and print a report, by month, of what
each student has been eating. This is the same information that
displays on the Point Of Sale>Account>Journal Tab for each patron.
They’ll also be able to see deposits, transfers, reversals and
balances.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Service Organizational Tools
Set up different menu (service) for
breakfast, lunch, etc.
 Set up purchasables with price points for
each eligibility (adult, student, reduced,
free); application will charge patrons
appropriately based on their eligibility
 Utilize categories and naming conventions
to assist in reporting

Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Purchasable Setup




One purchasable, price
points for all eligibilities
(adult, student, reduced,
free)
State code as appropriate
Item category for
reporting
Active checkbox allows
you to add & remove
items without deleting
them
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
POS Menu Planning


Layout – utilize planning
sheets to determine how
many menus are needed,
layout, and purchasables.
Preview/test color, fonts,
placement, size and
navigation prior to
activating menus on POS
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Menu & Processing Flexibility





Separate menus for each
Service
Cashiers can toggle
between menus
Cash Tend option allows
acceptance of cash &
calculation of change in
the lunch line
Clear entry/clear all
POS options (patron
pictures, look up prior
transactions, etc.)
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
POS Terminal Config & Reporting
“Hot Spare” option – if one terminal goes
down, run install script to configure a
spare terminal to replace it
 Reports can be run by terminal – what
items are being sold at each

Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Balance Letter Wizard




An alternative to the default Low Balance Letter
(Point of Sale>Reports>Patron Balance
Utilizes new enhanced Letter Wizard features
Allows you to sort by name, grade, balance or
homeroom
Allows you to create different letters for different
eligibility levels (adult, free, reduced, student)
and to use a Blank Header to accommodate
letterhead.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Eligibility Import Wizard



For importing Direct
Certification eligibilities
electronically
Functions like Score
Import Wizard for
Assessments
Direct Certs can be
entered manually if there
is no electronic file to
import.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Eligibility Update Wizard



Used to update student
Enrollment>State
Reporting>Econ Indicator
eligibilities
Set criteria – if you do not
want eligibilities to drop,
etc.
Does not do DATE
RANGE; keys on
Eligibility Date
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Reminder/Restriction Wizard


Will OVERWRITE
anything already
entered
Useful for beginningof-year mass setting
of reminder levels,
esp. if you want
different settings for
different eligibility
levels
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Class Serve



ONLY for schools who
have meals delivered to
and eaten in the
classroom.
NOT for placing cafeteria
orders
Set up in Point of
Sale>Class Serve;
displays in Instruction
Module.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Class Serve (cont.)


Attendance should be taken first. Any absent students
will be grayed out to block sales to absent students.
Will charge students’ accounts for whatever items are
selected. Meal is default, can choose Add to select from
Ala Carte menu.
Copyright © 2006, Infinite Campus, Inc. All rights reserved.
Q&A & Demo
Copyright © 2006, Infinite Campus, Inc. All rights reserved.