Copyright © 2006, Infinite Campus, Inc. All rights reserved. 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. Theyll 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 beginning- of-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