This will help guide to setting up the basic settings for the common roles and what settings should not be used at all by districts.

Cashier

Usually the Cashier has the very basic and limited role of any user.

Module: Point of Service

• Category: Administration
  1. Operate POS
  2. Switch Menus on POS Terminal
• Category: ExpressPoint Web
  1. ExpressPoint Web
• Category: POS Terminal
  1. Classroom Sale

Manager

Most managers at districts have a lot more responsibility and here are the most common for them to do their jobs.

Module: Point of Service

• Category: Administration
  1. Operate POS
  2. Payments
  3. Reminders
  4. Switch Menus on POS Terminal
  5. Allow Reconciled and Deposited
  6. Can Close POS from Website
  7. Can Serve Inactive Students
  8. Deposit Slip – Add
  9. Duplicate Meals
  10. Reconciliation
  11. Reconciliation Add Menu Item
  12. Reconciliation Add Transaction
  13. Reconciliation Remove Menu Item
  14. Record Sale Create
  15. Record Sale Edit
  16. Record Sale Serve Inactive Students
  17. Special Roster
  18. View Session
• Category: ExpressPoint Web
  1. ExpressPoint Web
• Category: POS Terminal
  1. Classroom Sale
• Category: Business Reports
  1. Cash Collection
  2. Deposit Slip
  3. Returned Checks
  4. Revenue
  5. Suspicious Transactions
  6. Till Status
• Category: Daily Reports
  1. Activity
  2. Edit Check
  3. Meal Count
  4. Menu Item Sales
  5. Patron Participation
  6. POS Reports
  7. Session Transaction
  8. Transaction Adjustments
• Category: Management
  1. Periods Close
  2. Periods View
• Category: Patron Reports
  1. Birthday List
  2. No Charge List
  3. POS Roster
  4. Patron Balance
  5. Payment
  6. Transaction History
• Category: Patrons
  1. Patron Lookup – District Level
  2. Accounts View
  3. Adults
  4. Print ID cards
• Category: POS Terminal
  1. Classroom Sale