This article will walk through how to Record Sales; which one to use and when.
Record Sales is located under Point of Service, Administration, and Record Sales. Select the criteria for the Site, Date, Meal Type and Meal Menu Item.
NOTE: Terminal should always be left to the default which is Site, this designates that the session was done at the office.
Record Sales – Summary
Summary is a generic count where bulk numbers are entered. Meal Counts are not associated with specific students. Selecting the criteria and the Entry Method of Summary gives the screen to enter the meals.
Total Amounts are then calculated based on the number of Meal Counts. In this example, 25 reduced meals at .75 each equals $18.75 for the Total Amount.
Once you are done entering the number, click Next in the bottom right corner. This will take you to Step 2- Close Session. Here you will enter any additional money that was given. Once you are done, click Save.
Step 3- Confirmation. You will receive a confirmation once the Summary Sale has been entered successfully.
Record Sales – Quick
The Entry Method of Quick is a way to enter patrons by their ID numbers and be able to add meal, an a la cart and/or payments.
NOTE: You can enter up to 25 students on this screen.
When you click the Apply button the screen is different than the one seen on the Summary sale. On this screen you will enter the student number in the blank or click on the 3-dot icon to search for the patron by their name.
You must select whether the student Had a Meal, or if a Payment was entered. Once you are done, click Record Sales in the bottom right corner.
If you need to enter more than the 25 transactions you can hit the Reset button and enter another 25 and so on until all transactions have been entered.
When all transactions have been entered click the Next button at the bottom right. This next screen is the Other Sales similar to the Summary where you can enter generic meal counts or a la carte purchases. If nothing needs to be added, click the Next button.
Any money collected needs to be entered on the Close Session screen and click Save.
A green confirmation message will let you know it was saved successfully.
Record Sales – Meals Only
Only meals can be entered under the Meals Only Entry Method. Students are entered the same as a Quick Entry Method. Once you are done, click Record Sales.
When all transactions have been entered click the Next button at the bottom right. This next screen is the Other Sales similar to the Summary where you can enter generic meal counts or a la carte purchases. If nothing needs to be added, click the Next button.
Any money collected needs to be entered on the Close Session screen and click Save.
A green confirmation message will let you know it was saved successfully.
Record Sales – Detailed
The Detailed Entry Method option will let you see the Roster or Special Roster (if any exist). If you are using a Special Roster, select it from the dropdown to show all students associated with that roster.
Both of the Detailed options, (Roster and Special Roster) will let you mark a check box for Had Meal, a la carte money collected and for payments.
NOTE: Only “Special” Rosters will have the option for “Check Had Meal for All Students” it will be grayed out for the whole school option.
If you are not using the “Check Had Meal” option for all students, select the checkbox associated the student's name. Once you are done, click Next to enter any Other Lunch Sales.
Enter any Other Sales and click Next.
Any money collected needs to be entered on the Close Session screen and click Save.
A green confirmation message will let you know it was saved successfully.
NOTE: In Reconciliation all meals entered using the Record Sales - Quick, Meals Only or Detailed will show the transaction number as 1 for all of the transactions.