STILunch v7 School User Manual
Contents
1. Ve Be Sheep sisti al os o04 serviet Pos Ea deb Page Ch Tools gt STI Lunch Application Suite Site Name POSID Student Listing Report O H District ID D SSN nr Other ID o Last Name D j Single Grade o 3 Beginning Grade Range Ending Grade Range z oom D Status C E Balance Upper Limit 0 Balance Lower Limit O Include Zero Balances Active Inactive Active Order By Submit PS lO amm CO S j gt Esa server serves 9 rr Lunch school merp st akos 5 Outbox microsoft Esassih a 1p serm Local intranet 100 4 Open the POS BackOffice program Log in with User ID and Password Select Participant Reports Select Student Listing Enter the data for the participant selection Click Submit Balance Report All Open the POS BackOffice program Log in with User ID and Password Select Participant Reports Select Student Listing Change the Order By box to Balance Ascending Click Submit Balance Report Negative Only Open the POS BackOffice program Log in with User ID and Password Select Participant Reports Select Student Listing 26 e Common Tasks STI_0408081330 Spring 2008 STILunch v7 e Type 0 in the Balance Upper Limit box e Change the Order By box to Balance Ascending e Click Submit Printing Charge Letters http sti al os 004 servlet POS Windows Intern2. KELLY KENDRA ANNE GAINES HUNTER BROOKE Start O ew mo ga gt Ef SQL Server Service http jfsti al os 004 W STI Lunch School Ei rr Lunch Pos 999 lt 2 03PM e When finished select Check Reconciliation Done Cashier Reconciliation 0 50 Coins Reconciliation Done Bstat 3 E Mil O J OH 5bsal server Servi http isti al os 0 STi STI Lunch POS Gi Documenti M 87 EI 10 53 am e Back in the cash screen select Reconciliation Done if no other cash needs to be reconciled e If you accidentally click Yes to the question Do you want to close as well and you are not yet ready to count your cash press the Escape key in the reconciliation screen Spring 2008 STILunch v7 STI_0408081330 Daily Steps e 5 6 e Daily Steps e After finishing the cash reconciliation count out the starting cash amount and leave it in the cash drawer Take all other cash and checks out of the drawer e At the back office machine enter into the POS Back Office program Click on the area called Terminal Status then click on Cashier Reconciliation This will say True Yes or False No if the cashier has closed out his or her serving period http sti al os 004 servlet POS Windows Internet Explorer So E raedtstoacos onsiservetiPos Z 471x coge B E File Edit View Favorites Tools Help Goode C feo ew E Vy Bookmarksw Si 24 blocked
3. f E m y Pago Too e Create new letter sti al os 004 servlet POS Windows Internet Explorer http So EI het p jistiatos 00 servier POS El s x oca Fie Edt View Favorites Tools Hep Google G vjet E vw Bookmarks 24 blocked EF check gt gt Q settings Xie d Ehttp jisti al os 004 servietjpos 7 h cp Page G Toos gt STI Lunch Application Suite z S Local intranet A Done EH Ed nd p Mister O E pv x lol I gt E sal server service Man Wi STE Lunch School users hetp sti al os 004 980 p lt PR 3 16 PM 24 e Common Tasks STI_0408081330 Spring 2008 STILunch v7 e Click on Add Edit Change a Form Letter e Open the POS BackOffice program e Login with User ID and Password e Select Maintenance e Select Form Letters e Select an existing letter e Make changes e Click Submit Create or Refresh the Training Database e Open the POS BackOffice program e Login with User ID and Password e Select Maintenance e Select End of Year e Click the large button at the bottom of the screen marked Create Refresh Training Database http sti al os 004 servlet POS Windows Internet Explorer Gc E http fstial os 004 serviet POS x scoae 2 File Edit View Favorites Tools Hep Google G Y 60 4 Ej vy Bookmarks h24 blocked 9 check gt settings
4. Y Check gt O Settings S Se Ghttpijist al os 004 serviet pos fh E d gt led Page y Toss STI Lunch Application Suite O Cashier Reconciliation End of Day ao Session Date Period Login ID Last Name First Name Terminal ID Closed Status Select 03 25 2008 BREAKFAST administrator STI Lunch 0 TRUE Select 03 25 2008 LUNCH administrator STI Lunch 0 FALSE Hall Elementary School Done POPP FT tocalintranet 100 gt 7 Mostar O E px CO IE 2550 server service Man E http sti al os 004 2 Documents Microsoft ezasi lt BA 11 04am e From the POS Back Office program select the area called Transaction Reports Then select Cash Declaration http sti al os 004 servlet POS Windows Internet Explorer TS fe http sti al os 004 serviet POS ES Be File Edit view Favorites Tools Help Coogle Gvw 0 4 E Le Bookmarks Eh 24 blocked R Check gt gt D Settings VR Be Ehttpijfsti al os 004 servlet pos mr deh I Page Ch Tools gt STI Lunch Application Suite Cash Declaration Report Date Bao I Serving Period Cashier I Aggregate FALSE 7 il 100 Bst C Wi s Ol d P gt Eb sal server service E htto stabos 0 str ste Lao par om 2 09PM STI_0408081330 Spring 2008 STILunch v7 Various ways to pull this report are
5. Laso dic lt 3 10PM e Click the Select button next to the menu that is to be added to 20 Common Tasks STI 0408081330 Spring 2008 STILunch v7 Spring 2008 STILunch v7 http sti al os 004 servlet POS Windows Internet Explorer Gc e http sti al os 004 servlet POS E EJES EEN Dr File Edit View Favorites Tools Help CGoogle G y co 4 amp vw Bookmarks ea settings VE e Bhtrp fistical os 004 serviet POS Ed El de Li Page Tons gt STI Lunch Application Suite s Menu Participant Menu Name LUNCH pt pen z Serving Period LUNCH nn Sic TRUE JE a Em a mea mk puce xi earoRwE x ROW fost PIZZA UNCRUSTABLES SANDWICH FRIES FRUT VeceTABle ml Bowe RCeERSPETRSI I If wsc nr ad hd Taerar ga Default Auto Meal Override Hall Elementary School Version 7 2 PAE TS Localintranet Ho Z Ba O p ld d gt Esa server service man W srt Lunch School User s amp http sti al 0s 004 Ise p a 3 11 Pm e Find an empty spot on the menu then click the drop down arrow to select the name of the new product fx coge P3 fp Bookmarks G24 blocked EP check O settings ER El gt deh Pee G tools gt File Edit View Favorites Tools Help Se Be Shttp jjsti al os 004 servlet POS Back Participant Menu Name UNCH Product
6. e Touch Enter District Lookup District Lookup is used to process transactions for participants who are in the same district but are not enrolled in the school at which they are being served e On the onscreen number pad type in the DistrictID of the participant e A window will appear stating Participant ID was not found Lookup Participant at District Office Spring 2008 STILunch v7 STI 0408081330 POS Procedures e 33 e Touch the Yes button Rend Len e Another popup window will appear stating Student Name exists at other School Name Account Balance Do you want to start a transaction e Ifthe name is correct touch the Yes button to start the transaction Tendering Tendering is the process performed after the user has added all necessary information to the transaction and is ready to take payment Balance 0 00 Homeroom 002 Comment VoidAli 34 e POS Procedures STI_0408081330 Spring 2008 STILunch v7 Cash e Exact Amount Touch Cash the transaction is complete e More than Due Type in the amount given Touch Cash and return the change amount displayed in the lower right corner e Exact Amount Type in the amount of the check Touch Check and enter the check number Touch Enter e More than Due Type in the amount of the check Touch Check and enter the check number Touch Enter and return the change amount displayed in the lower right corner Charge If a parti
7. H str Lunch school E nttp sti atros O Outbox Microsoft reme fe 19129 4 00PM e Enter the data to narrow the search i e Date Serving Period or Cashier Change the Start Date and End Date to get a date range or make both dates the same for one day s deposits e Change the Product Type to Deposits 28 e Common Tasks STI_0408081330 Spring 2008 STILunch v7 Terminal Status Spring 2008 STILunch v7 e Click Submit Charge Listing e Open the POS BackOffice program e Login with User ID and Password e Select Transaction Reports e Select Transaction History e Enter the data to narrow the search i e Date Serving Period or Cashier Change the Start Date and End Date to get a date range or make both dates the same for one day s deposits e Change the Tender Type to Charges e Click Submit Transaction History e Open the POS BackOffice program e Login with User ID and Password e Select Transaction Reports e Select Transaction History e Enter the data for the Transaction Summary Report including Start Date End Date and POS ID e Click Submit Edit Change Declared Cash e Open the POS BackOffice program e Login with User ID and Password e Select Terminal Status e Select Cashier Reconciliation STI_0408081330 Common Tasks e 29 http sti al os 004 servlet POS Windows Internet Explorer So E http fsticalcos 004 serviet
8. VE BE Bhtipilistizal os 004 serviet POS Tp El Mh lr Page G Tools gt STI Lunch Application Suite End of Year Procedure Please verify the Grade Levels Table BEFORE running End of Year Grade Level Maintenance WARNING This process is irreversible Make sure no other POS functions are being performed Itis a good idea to backup the database first Please make sure options are selected correctly before proceeding Graduate FALSE Advance Grade Levels FALSE Blank Out Homerooms FALSE Zero All Balances FALSE Purge All Transactions and Delete Inactive Students FALSE Purge Transactions Before Date Delete Inactive Students that Don t have any Transactions FALSE Delete ALL Inactive Students FALSE Hall Elementary Shoo Eon DEL Create Refresh Training Database Done FTP FF A 83 Local intranet 100 Mstare O E i x 19 A gt Eb sal server Service Man W ST Lunch School users amp http sti al os 004 90 pde 3 17PM e The message Training Database Creation Completed will appear when the process has completed Spring 2008 STILunch v7 STI 0408081330 Common Tasks e 25 Participant Reports Student Listings ttp sti al os 004 servlet POS Windows Internet Explorer http Gc e http stial os D04 servlet POS 47 x soose File Edit View Favorites Tools Help Google G Ts 4055 ES vw Bookmarks Sh 24 blocked check gt Gu
9. after all transactions have been processed e Touch Logout e Touch Yes when the Are you sure you want to log off prompt appears e Touch Yes when the Do you want to close as well prompt appears e Using the onscreen number pad type the number of coins bills e Touch the appropriate denomination button o Example If you have 10 quarters type 0 and then touch Quarters e Repeat for each denomination coin bills e If you have taken checks touch Checks Need To Be Reconciled e If the Checks Need To Be Reconciled option is inactive grayed out you have not recorded any check Skip the step below e Touch the box under Reconciled to place a checkmark that denotes that you have verified the amount and the check number The checks that you mark as reconciled will be moved to the bottom of the list e f you have a check that needs to be edited such as the Amount or Check Number go to the section Check Reconciliation Edit on page 42 before proceeding here Spring 2008 STILunch v7 STI 0408081330 POS Procedures e 41 42 e POS Procedures e Once all checks have been marked as reconciled touch Check Reconciliation Done e Touch Reconciliation Done e The Login screen will appear You are now ready to shut down or log in to the next serving period as applicable Check Reconciliation Edit This procedure will be performed during Cashier Check Reconciliation when the user needs to change a check that has been entered wi
10. iv e Contents POS Procedures 31 Login to POS Termal o er ete ente aa err 31 DO GAD A NN 31 Login to Trammg Mode none me ehe hee gott ee ep 31 Transacions z ausser d eot ta d aT ie Bet 32 Opening a New Transaction eese ener enne eene enne innen 32 Tendenng z aee nte de ran tte anite e E an 34 Meal Processing neuen oe ite Arme aet a RU ORE e tec ads edes 35 la Carte Processing esie tees tem dotted ad tud IRAN nee 36 Deposit PIOCeSSIDg iia anite rg en Bric na 37 Refunds nee Rae rhe ii ie Bann 38 Ip M m PEE 39 Recalling Transactions eee reden ete Resto direc Ee 39 Split Transactions eerte Dp eei p teer bh quine iei 40 Finiskins losing Out era Reber e pec est ede to fert te an A SENE 41 Cashier Reconciliation eere enne nennen enne 41 Check Reconciliation Edit eene enne 42 Exiting the STI Lunch POS Program eese eene 42 BackDating 43 Using the Backdating Feature enne nennen enne enne 43 Backdating on the POS Terminal sse 43 Backdating on the POS BackOffice Computer essere 43 Index 45 STI 0408081330 Spring 2008 STILunch v7 Daily Steps Before Breakfast e Make sure server Office Computer is up and running which should be at all times If not make sure it is the first machine you turn on in the morning e Turn on SurePOS Cash Register and have cashiers log in to the proper serving period Then enter the starting cash e Af
11. Settings e Se Shttp s sti al os 004serviet Pos En El gt deb gt iY Pago G Toos U STI Lunch Application Suite Product Maintenance Product Name D Menu Name 2 fT ET 83 Local intranet Rio 7 start O p 3 S J gt Eo sa server Service Man W srt Lunch School users amp http sti al os 004 _ Tasche 9 00m e Fill in the appropriate fields including Name Category and Price e Choose a Background Color this is the color of the key on the screen e Choose a Foreground Color color of the text on the key http sti al os 004 servlet POS Windows Internet Explorer 5 CO E eh File Edit View Favorites Tools Help Google Civ z so 4 ES X Bookmarks Eh 24 blocked check gt O settings Se Be Ehttpijfst al os 004 serviet jpos Tp E Mer ey Page Gh Tools gt STI Lunch application Suite Add Product Record Product Name FJ Menu Name Category BREAD Price oo Type ALACARTE Default Status E Foreground Color White Background Color Back Font Size Reim Milk Count I Production Analysis FALSE Ea Hall Elementary School Done I TODO D D D A tecalintraner 100 7 start O E ov x I I gt E sol server Service Man W STE Lunch School User s amp http sti al os 004 989 pde 3 08PM Spring 2008 STILunch v7 STI 0408081330 Common Tasks e 19 e Cl
12. click on Cashier Reconciliation This will say True Yes or False No if the cashier has closed out his or her serving period From the POS Back Office program select the area called Transaction Reports Then select Cash Declaration STI_0408081330 Daily Steps 9 e Various ways to pull this report are o For Each Cashier for Lunch e Make sure Date is correct e Fill in Lunch for Serving Period e Leave Cashier blank e Click Submit o For All Cashiers Totaled onto ONE Report for Lunch e Make sure Date is correct e Fill in Lunch for Serving Period e Leave Cashier blank e Change Aggregate to TRUE e Click Submit o For All Cashiers Totaled onto ONE Report for All Serving Periods e Make sure Date is correct e Leave Serving Period blank e Leave Cashier blank e Change Aggregate to TRUE e Click Submit e When checking money totals for the serving period look at the Cash Checks Starting Cash line of the report This line should match what you have in hand after leaving your starting cash in the cash drawer If money totals do not match recount cashiers money and refer to the section Edit Change Declared Cash on page 29 to change declared cash if changes are needed Once money totals match proceed to the next step e Click on the Terminal Status area and choose End of Day If all cashiers are closed out of their serving periods click on Continue Enter the Actual Attendance Number or the Attenda
13. m Greg Serving Period LUNCH Sate och Initial Menu TRUE Menu Definitions Form Letters Submit Delete End of Year Submit Delete ee T E MEAL 2 3 4 3 4 3 d 4 PIZZA FRIES x FRUT VEGETABLE misc I Default Auto Meal Override Add Override Hall Elementary School Done I PE POE OF Sa Local intranet 100 7 stare O pv x OS I gt Hysol server Service Man 21 sti Lunch School User s amp htep sti al 0s 004 980 p 3 11 Pm e Click on the Submit button under the menu items Edit Change a Product e Open the POS BackOffice program e Login with User ID and Password STI_0408081330 Common Tasks e 21 22 e Common Tasks e Select Maintenance e Select Product e Enter the data for the product selection e Click Search So E http yisti al os 004 servletjros l a x ecoste ram Fie Edt view Favortes Toos Hep Google G zlepa EX Yr Bookmarker E24 blocked YF check gt settings We ER Bhttpifistical os 004 servist POS m deh E Page Gh Tools gt STI Lunch application Suite Participant Product Name Menu Name Category Price Product erg Password Select BISCUIT BISCUIT BREAD 0 25 Select BK ENTREE BK ENTREE ENTREE 0 75 Select BROWNIE BROWNIE DESSERT 0 75 Select CEREAL CEREAL BREAD 0 75 Sele
14. tl ete edd etii 13 Daily Record Extended RePoit seirende peneireiro nennen nennen 13 Monthly Edit Check rt he edere eet 14 Non Standard Monthly Reports sese nennen non nee ene enne 14 Monthly A la carte Sales Report 14 Common Tasks 15 Mint E 15 Adding a New Participant Student essere 15 Adding a New Participant Adult 16 Hdit Change a Participant 4 Hanser 17 Edit Change a Participant Account eee 18 Add a New Product ertet re apr m rto euet 19 Edit Ch nge a Product common anc beUo e eph 21 Edit Change Meal Pres unimos met ee here 23 Add a Form Letter o ncc e E i te de its 24 Edit Ch nge Form Letter 44 2 0422 edebat ie de 25 Create or Refresh the Training Database eese 25 Participant Reports iss es ERI ORE ER DOE EE be cte ds 26 Student Listings niin E oboe AR opo id 26 Balance Report All ee eh ete kg 26 Balance Report Negative Only nennen nennen 26 Printing Charge Letter 27 Transaction Reportss aA etiatn be oet omar b b paar t a e b agen 27 Check Lasting EE 27 Deposit Listin 28 Charge Listing 3 i eee nia di 29 Transaction History oer enero tes cepe ah ni eoe det 29 Terminal Status serai Rea er edet a eee io te e Oen as 29 Edit Change Declared Cash is iii dere ia 29 Creating a Backup Manually sees enne ennt 30 Spring 2008 STILunch v7 STI 0408081330 Contents e iii
15. to leave the file extension of BAK on the file 30 e Common Tasks STI_0408081330 Spring 2008 STILunch v7 POS Procedures Login to POS Terminal Login The first screen you will see with the POS Terminal program is the Login screen This screen helps identify who is running the Terminal and which serving period has been selected Cashier Password BackDate e Touch the box next to Cashier e Touch the cashier s name to select it Use the Training Cashier only when training e Enter your numeric Password using the onscreen number pad e Touch the box next to Serving Period and select the correct period e Touch Login e Enter the starting cash using the following format 25 would be 2500 e Touch Enter e Touch Yes to confirm or No to clear the starting cash and re enter an amount Login to Training Mode The training mode is provided to allow users to log in and train with up to date information e Open the POS BackOffice program Spring 2008 STILunch v7 STI_0408081330 POS Procedures e 31 e Login with User ID and Password e Select Maintenance e Select Cashier e Select Add Cashier e Fill in the appropriate fields including Login ID Password Training Mode TRUE Active POS e Click on Add e Select Terminal Status e Select End of Year e Select Create Refresh Training Database e Log into the STILunch POS Terminal program as the Training Cashier e lt A message will appearing st
16. to special accounts etc For example to process meals for eight cafeteria workers do the following Touch the number of meals you need 8 Touch the QTY key Touch the word MEAL on your menu A screen will appear with the participant status numbers Touch the number that applies to the account 5 employee The screen will return to the POS window There should be no Amount Due Touch Enter When finished serving lunch touch the Logout button and answer Yes to the question Do you want to log out Next answer Yes or No accordingly to the question Do you want to close as well o If Yes the Reconciliation screen will appear o If No you will return to the log in screen Follow the onscreen directions to enter your cash to declare Once all cash has been entered touch the Check Reconciliation button if any checks were collected To reconcile a check touch the box to the far right This will place a checkmark in the box and drop it to the bottom of the list bringing the next check to the top When finished select Check Reconciliation Done Back in the cash screen select Reconciliation Done if no other cash needs to be reconciled If you accidentally click Yes to the question Do you want to close as well and you are not yet ready to count your cash press the Escape key in the reconciliation screen At the back office machine enter into the POS Back Office program Click on the area called Terminal Status then
17. 2 Reduced 7 12 TRUE Reduced FALSE TRUE Hall Elementary School Add Participant Status Version 7 2 Done mi 3 Local intranet 00 gt A start O i ix O J gt sal server se E hetp sti al 2 STI Lunch sc SH STILunch Pos ij erh lt 1 58 pm STI_0408081330 Daily Steps e 3 After Breakfast e When finished serving breakfast touch the Logout button and answer Yes to the question Do you want to log out e Next answer Yes or No accordingly to the question Do you want to close as well o If Yes the Reconciliation screen will appear o If No you will return to the log in screen Follow the onscreen directions to enter your cash to declare Cashier Reconciliation lt lt EE ELE Ex ud EEE Quarters Enter Count then select the denomination n Checks Need To Be Reconciled A start lt 2E 0 lol 3 gt Es server service El S http jfsti al os 004 sn Lunch Schoo T STI Lunch POS 199 di 2 01 pm e Once all cash has been entered touch the Check Reconciliation button if any checks were collected e To reconcile a check touch the box to the far right This will place a checkmark in the box and drop it to the bottom of the list bringing the next check to the top 4 e Daily Steps STI 0408081330 Spring 2008 STILunch v7 Check Reconciliation Check No Participant Amount Reconciled SAYLOR SAMUEL
18. BackOffice Computer 43 Backdating on the POS Terminal 43 Balance Report All 26 Balance Report Negative Only 26 Before Breakfast 1 Before Lunch 8 Bulk Sales 2 9 C Cashier Reconciliation 41 Charge Listing 29 Check Listing 27 Check Reconciliation Edit 42 Common Tasks 15 Create or Refresh the Training Database 25 Creating a Backup Manually 30 D Daily Record Extended Report 13 Daily Steps 1 Deposit Listing 28 Deposit Processing 37 During Breakfast 2 During Lunch 8 Spring 2008 STILunch v7 STI 0408081330 E Edit Change a Form Letter 25 Edit Change a Participant 17 Edit Change a Participant Account 18 Edit Change a Product 21 Edit Change Declared Cash 29 Edit Change Meal Prices 23 Exiting the STI Lunch POS Program 42 F Finishing Closing Out 41 L Login 31 Login to POS Terminal 31 Login to Training Mode 31 Maintenance 15 Meal Processing 35 Monthly la carte Sales Report 14 Monthly Edit Check 14 Monthly Reports 13 N Non Standard Monthly Reports 14 O Opening a New Transaction 32 P Participant Reports 26 POS Procedures 31 Printing Charge Letters 27 R Recalling Transactions 39 Refunds 38 Returns 39 S Split Transactions 40 Standard Monthly Reports 13 Student Listings 26 T Tendering 34 Index e 45 Terminal Status 29 Transaction History 29 Transaction Reports 27 Transactions 32 U Using the Backdating Feature 43 46 e Index STI_0408081330 Spring 2008 STILu
19. POS 2 x oon 2 File Edit View Favorites Tools Help Google Gr 604 ES v Bookmarks Ei 24 blocked P check gt gt O settings XE d Ehttpijisti alos 004 serviet pos Ed El gt ab e Page Sh Tools STI Lunch Application Suite Cashier Reconciliation Session Date Period Login ID Last Name First Name Terminal ID Closed Status Select 04 01 2008 LUNCH administrator STI Lunch o TRUE Hall Elementary School Venion 72 arsi et anni pei Je A start O ME S Y gt Eo SQL server Service H sT Lunch School s E hetp sti at os S Outbox Microsoft 98 p di LE 4 03 PM e Select the Cashier e Make changes e Click Submit Creating a Backup Manually e Open the POS BackOffice program e Login with User ID and Password e Select Terminal Status e Select End of Day e Select Continue on the End of Day Current Cashier Status screen e Select Submit on the Enrollment Attendance screen e Select Submit on the End of Day Deposit Processing screen e Select Continue on the End of Day Communication screen e When the procedure has finished the End of Day Complete message will appear Note The backup will be created on the drive designated under Setting Global Settings Backup Drive The backup file will be called either POS BAK or POS the day of the week BAK e To save the backup right click the file and left click on Rename Type in a unique name Be sure
20. Participant e Enterthe data for the participant selection e Click Search e Click the Select button beside the participant in the results screen e In the Accounts box click on Select e The Account Record screen will appear mm So Mmep lt Jstnabes 004 ser viet POS s x Po Pr Flo edt vew Favortos Tow nep Google Gr e co Br Tr toomise Eizved F owa gt Q senose WEE Brerpisjetr ot os oorfeorvntiPos B Ed ED gt tb Pope E Toos STI Lunch application Suite Account Record Active TRUE Last Used psss I 0 00 Adjustment Type Deposn Affect Today s Cash Serving Period BREAKFAST Cashier STiLunch Adjustment Amount 0 00 Submit Hall Elementary School I T T Tc o Ms CJ Bi OS DW Uo socserver servico Mon 2 stt tunch shoot Users 8 meeps aios 0057 Diss a cm 20m e Fill in the appropriate fields including o Adjustment Type Deposit or Refund o Affect Today s Cash True or False o Serving Period Breakfast or Lunch o Cashier Select appropriate value o Adjustment Amount Amount entered here will add to or take from the balance Spring 2008 STILunch v7 Add a New Product e Open the POS BackOffice program e Login with User ID and Password e Select Maintenance e Select Product e Select Add Product GO Emmas lee foe IA Fie Edt view Favorites Toos Hep Google Gy esi vy Bookmarker E24 blocked check gt QD
21. Spring 2008 STlLunch v7 School User Manual STI Information in this document is subject to change without notice Student and school data used herein are fictitious unless otherwise noted The contents of this document are the property of STI This information is intended for users of the STI suite of products only Reproduction or redistribution of these materials to anyone other than STI customers or users of STI Software is prohibited without prior written consent from STI O 2007 2008 Software Technology Inc All rights reserved Microsoft Windows Word and Internet Explorer are registered trademarks or trademarks of Microsoft Corporation in the United States and other countries Other product and company names herein may be the trademarks of their respective owners Software Technology Inc USA Technology and Research Park 307 University Boulevard North Bldg IV Suite 400 Mobile AL 36688 800 844 0884 This document was last modified on April 8 2008 Any subsequent changes made to the STI applications described herein will be discussed in the release notes that accompany each product s update Contents Daily Steps 1 Before Breakfast nn A ES 1 During Breakfast tete dd its 2 Bulk Sales as Hiper 2 After Breakfasts 42 apor 4 Before Lunch ee A ta 8 Durine DEunchz e nnd et petet quen reise lesben 8 hier eM 9 After Lunch acoso isa 9 Monthly Reports 13 Standard Monthly Reports 5 5 rtt tte
22. This procedure will only work if you have not started another step after the transaction e Touch Recall e Edit the transaction as needed STI_0408081330 POS Procedures e 39 Voiding a Previous Transaction Touch Other T Other Tasks Touch Recall Previous The Communication Bar will then ask you to Enter a POSID or press Lookup to Search Enter a POSID or use the Lookup to find the student you need Tf the student only has one transaction it will be loaded to the screen If the student has more than one transaction touch each transaction to highlight it and touch Select to load it Touch Void All Touch Clear Return cash check if paid for by cash check or deposit the amount as applicable Editing a Previous Transaction Touch Other T Other Tasks Touch Recall Previous The Communication Bar will then ask you to Enter a POSID or press Lookup to Search Enter a POSID or use the Lookup to find the student you need Tf the student only has one transaction it will be loaded to the screen If the student has more than one transaction touch each transaction to highlight it and touch Select to load it Adjust the transaction as needed Tender appropriately See Tendering on page 34 Note For security make sure you only change transactions from the current serving period and the same cashier Split Transactions Split Payment Cash and Charge This transaction would be used if a participant do
23. ating Training Mode Sales Information will not be recorded Transactions Opening a New Transaction Read Right Left The Read R or Read L function is used to retrieve ID numbers buffered into a device placed on either the right or left side of the terminal e Student s enters their POSID s into the buffered device e The cashier touches either Read R or Read L o Read R retrieves the number from the device on the right side o ReadL retrieves the number from the device on the left side Scanner Scanners Barcode Magnetic RFID Smart Card or Biometric are used to scan information directly to the screen e Student s have ID scanned card finger e This scan will automatically retrieve the participants information Keyboard On Screen e Onthe on screen number pad type in the student s POSID e Touch Enter 32 e POS Procedures STI_0408081330 Spring 2008 STILunch v7 Lookup Use the Lookup feature to find a participant by name if the POSID is unknown Procedures are listed below the following screenshot Balance 0 00 Lunch 0 Homeroom Comment Enter participant ID ana e Te A 7 8 9 1 Adult em iiia iil e Touch Lookup e Type in the first three letters of the last name The user may also use the arrows or bar to search manually through the names e Touch the correct name It will then appear highlighted onscreen
24. cipant is in the system and does not have money to pay press the Charge button to place a charge against the account Prepaid When a participant has prepaid money into the account the amount of money due will first be deducted from the account The system will then display any money due if applicable e No Money Due Touch Enter to complete the transaction e Money Due Tender as either Cash Check or Charge depending on the payment method Meal Processing Regular Participants With Account For participants who already exist in the STILunch system e Open a new transaction for the participant e A meal will be placed on the transaction automatically e Add A la carte items if needed e Look for a Due amount at the bottom of the transaction journal e If there is no Due amount touch Enter to complete the transaction OR e If there is a Due amount take payment or touch Charge to charge the amount if allowed or take cash as applicable Spring 2008 STILunch v7 STI 0408081330 POS Procedures e 35 36 e POS Procedures Adults Without Account This category would include anyone who works for the District other than the cafeteria staff e Touch the Adult button e Touch Meal e Add A la carte items if needed e Tender appropriately See Tendering on page 34 Employees This category would include cafeteria staff free meals e Enter the number of meals for which you need to account e Touch the Qty button e T
25. ct cheese cheese DAIRY 0 15 Select FRENCH TOAST FRENCH TOAST ENTREE 0 75 Select FRIES FRIES VEG FRUIT 0 75 Select FRUIT FRUIT VEG FRUIT 0 75 Select GATORADE GATORADE DRINKS 1 00 Select JUICE JUICE DRINKS 0 35 Select MEAL MEAL SYSTEM 0 00 Hall Elementary School Select MILK MILK DAIRY 0 35 ere TA Select MISC MISC ENTREE 0 01 Select PIZZA PIZZA ENTREE 1 00 Perl nonranr incra n Barmer la nn I T T AZ tecalintraner mio 7 Dstart E lol J gt E sal server service Man 41 srt Lunch School User s 48 http sti al os 004 Lam pde m 3 12PM e Click the Select button next to the product in the results screen http sti al os 004 servlet POS Windows Internet Explorer 181 x Gc Jie http fsti a os 004 serviet Pos 2 x sage sl File Edit view Favorites Tools Hep Google Gr rf cof Ej vw Bookmarks Gh 24 blocked P Check gt O Settings YE BE Bhttpilisti al os 004 serviet POS Ed gt El gt deb LF Page G Tools STI Lunch Application Suite Back Product Record Participant Product Name BROWNIE Product Change Password Mana Nama EROWNIE ee Category DESSERT xl Menu Definitions x Form Letters Price 0 75 Eod ok Yam Type ALACARTE Default Status Foreground Color Write Background Color Red Font Size o Reim Milk Count 00 Production Analysis FALSE v Add To QuickSell Screen FALSE QuickS
26. e Daily Steps http sti al os 004 servlet POS Windows Internet Explorer So le TES File Edit View Favorites Tools Help Google Cir We de Ehttp jjsti al os 004 servietjros EA s soon et Jet o6 ES vw Bookmarks E 24 blocked EF check gt Settings ER El gt deh gt y Page G Toos Us STI Lunch Application Suite End of Day Complete PT RJ intranet Ce Mister C e WE 5 I E sal server Service man http sti al 0s 004 12 STE Lunch School User s 19996 pe lt 2 18PM e Click on the area called Transaction Reports and choose the reports needed The suggested reports are the Daily Count and Cash Reconciliation Reimbursable Meal Sales Detail and Department and la carte Sales If available double click the End of Day Reports icon on your desktop Note The End of Day report may be run several times a day if needed but this is not recommended Example If adjustments are made to balances after the End of Day report has been run the user should run the End of Day report again before shutting down STI_0408081330 Spring 2008 STILunch v7 Monthly Reports Standard Monthly Reports From the POS Back Office program select the area called Monthly Reports Click on the desired report and perform the steps listed below Daily Record Extended Report e Enter the Site Month and Year Then click on Submit Use the format shown in the e
27. e Name Hal Elementary School TRUE y 01 01 1900 Ful zi First Name C Middle 298 3 Grade Level NeGven TRUE None X Limi Amount po m S Done ff TT T Miina 100 7 Astar G E wj px I I gt Eb sot server service Man 18 Sri Lunch School user s amp http sti al os 004 100 fg 2 40PM Fill in the appropriate fields Required fields are DistrictID POSID Last Name and First Name Click on Submit Adding a New Participant Adult 16 e Common Tasks STI 0408081330 Open the POS BackOffice program Log in with User ID and Password Select Maintenance Select Participant Fill in a POSID Fill in a DistrictID SSN or their POSID the school abbreviation For example A teacher at Bradley High School with a POSID of 1222 would have a DistrictID of 1222BHS Fill in the Last Name Fill in the First Name Type Adult in the Homeroom field Change the Status to Adult click on blue arrow in status box and select Adult Type 15 in the Grade Level field You may use another number but keep all adults in a grade level that is separate from any student grade levels Click Add Spring 2008 STILunch v7 Spring 2008 STILunch v7 http sti al os 004 servlet POS Windows Internet Explorer alej x Edit Change a Participant Open the POS BackOffice program Log in with User ID and Password Select Maintenance Select Partici
28. ell Serving Period BREAKFAST Submit Delete Meal Pricing Serving Period Select BREAKFAST Select Lunch _Select SNACK Select Easy Breakfast y School Done ESSE estan 3 E p x 15 J gt Eo sat server service Man i str Lunch School User s amp http sti al os 004 83 Local intranet 100 7 9896 d 3 13PM e Make changes e Click Submit STI_0408081330 Spring 2008 STILunch v7 Edit Change Meal Prices e Open the POS BackOffice program e Login with User ID and Password e Select Maintenance e Select Product e Click on Search e Select the Meal product File Edit View Favorites Tools Help Google G Tes R a settings XE Be Bhtrpifistialos 004 serviet POS Ed El dh Y Pae gt Gh Tools STI Lunch application Suite Beck Product Record Participant Product Name ma Product Change Password E pLMME MEAL ee Category SYSTEM Price Bo Type mean x DefauttStatus I Foreground Color White Background Color Green Font Size iO Reim Milk Count Do oo Production Analysis FALSE Add To QuickSell Screen FALSE QuickSell Serving Period BREAKFAST zi End of Year Meal Pricing Serving Period Select BREAKFAST une Hall Elementary School Select SNACK Select Earty Breakfast i i TT TT atecalintran
29. es not have enough money to pay for a purchase and would like to charge the remainder only if charging is allowed 40 e POS Procedures STI_0408081330 Proceed with the transaction to the point of tendering payment Using the onscreen number pad type in the amount that the participant can pay Touch Cash Touch Charge to apply a charge to the account for the remainder of the total Spring 2008 STILunch v7 Split Payment Pre Pay and Cash This transaction would be used if a participant does not have enough money in his or her account to pay for a purchase and would like to pay the remainder with cash e Proceed with the transaction to the point of tendering payment e The pre paid money will be drawn from the account automatically e Using the onscreen number pad type in the remaining amount the participant wishes to pay in cash e Touch Cash Split Payment Pre Pay and Charge This transaction would be used if a participant does not have enough money in his or her account to pay for a purchase and would like to charge the remainder only where charging is allowed e Proceed with the transaction to the point of tendering payment e The pre paid money will be drawn from the account automatically e Touch Charge to apply a charge to the account for the remainder of the total Finishing Closing Out Cashier Reconciliation This procedure is performed to close out for your cashier name for the current serving period
30. et imm 7 2 ek 0 99 I Bu stu Lunch school user s E mts sti al os 004 Ba ee m e Select Breakfast E http L 4 serviet POS Windows Internet Ex Explorer d 5 c J El hetp fsti al os 004 serviet POs Pi mi leee DS File Edit View Favorites Tools Help Google G rf co ES vw Bookmarks 24 blocked EF check gt gt O settings Te Be PShttpssssti at os 004 serviet POS Em El gt gt ed Page gt Tes gt STI Lunch application Suite sl Product Meal Pricing Product Name MEAL Product Type MEAL aan Status Meal Price Extra Meal Price Status Override Bee Free fo s E ee c Reduced es roo I Full m 2 Adults us 200 I Employee ooo 0 00 gt Extra Meal roo roo i Visitor 2 00 Student Worker 1 00 A s Contract Es I Catering 2 00 Full 7 12 Fs 25 ra I Reduced 2 po po 2 Submit Done ff PP ff a Local intranet Rio 7 start Sw x lO I gt Eb sot server Service Man Wi srt Lunch School User s S mp sti al os 004 Loa jd 3 14 Pm e Change prices according to status e Click Submit Spring 2008 STILunch v7 STI 0408081330 Common Tasks e 23 e Select Lunch e Change prices according to status e Click Submit Add a Form Letter e Open the POS BackOffice program e Login with User ID and Password e Select Maintenance e Select Form Letters e Select Add Form Letter
31. et Explorer Go E http sti al os 004 serviet POS 3 gt x scoae File Edit View Favorites Tools Help Google Gv Y 60 5 ES vy Bookmarks Eh 24 blocked P check gt O Settings We Be Bhtrp fjstia os 004 serviet POS Ed gt El Be gt e Page Tons gt STI Lunch Application Suite Form Letters Site Name sz Form Letters LowEunds Original Fd POS ID lr District ID J SSN E Last Name IS Grade CE Homeroom 7 Status Ea Balance Upper Limit E Balance Lower Limit SCS Include Zero Balances No Order By CO 8 Include SSN No Letters or Labels Letters Hall Elementary School Version 7 2 FTE TT Sg tecal intranet 100 7 star pw O i5 d gt 501 server service W sri Lunch School E http strzabos O Outbox Microsoft 089 pde 92 3 56 Pm e Open the POS BackOffice program e Login with User ID and Password e Select Participant Reports e Select Form Letters e Select the charge Form Letter to print e Click in the Balance Upper Limit field and enter 01 e Click Submit e Click Print Transaction Reports sss s s Check Listing e Open the POS BackOffice program e Login with User ID and Password e Select Transaction Reports e Select Check Declaration Spring 2008 STILunch v7 STI 0408081330 Common Tasks e 27 http sti al os 004 Ses feinen t POS Windo
32. ick on Add The screen will change e Click Submit e On the left side of the screen click Menu Definitions e Inthe Serving Period box click the drop down arrow and select the serving period into which the new product is to be added 37 OS Windows Internet Explorer E So EI mup Jjstraros 004 servier Pos 11 ERES ERA O TEL Be he Sheep is sti al os 004 servietiPOS Ed EJ deh gt Page G tools gt STI Lunch Application Suite Menu Definitions Serving Period BREAKFAST Early Breakfast End Date LUNCH COCO E Rd inane gem A Mister O e Dv x 9 Y gt Eb sor server service man 141 sti Lunch School User s S htep sti al os o04 _ Esas SERIE e Click Search http sti al os 004 servlet POS Windows Internet Explorer 181 O e mora os onagra RA File Edit View Favorites Tools Help Google 60 4 Er Le Bookmarks Ej 24 blocked EF check gt O settings De e PSheepssjsti at os 004 servietiPos ER gt BI gt eb Ly Page G Toos gt STI Lunch application suite Menu Exceptions Start Date End Date Menu Terminal Select 08 08 2007 05 30 2018 MS Breakfast 38 Add Exception D FF OF OFF Lecalintranet ki Astar O o 5 I gt E sal server service Man i sr Lunch School users amp htep 7sti al 0s 004
33. ipant Student e Open the POS BackOffice program e Login with User ID and Password e Select Maintenance e Select Participant http sti al os 004 servlet POS Windows Internet Explorer 2 84 xil SMA ESTA e File Edt View Favorites Tools Hep Google C co ES vw Bookmarks S 24 blocked SP Check gt Q Settings Xi d Btttp fistial os 004 serviet POS Mr de Page Tools gt STI Lunch Application Suite Participant Maintenance Site Name E POS ID ll m Distriet D SSN j Other ID NL nn Last Name Grade Bl HomeRoom Stats Race IN Active Inactive Active y End of Year Search AddParticipant Hall Elementary School ff ff T Localintranet 100 7 start O i vl oO J gt Eb sal server Service Man s srt Lunch School User s 8 http sti al os 004 198 pde 2 39PM e Select Add Participant Spring 2008 STILunch v7 STI 0408081330 Common Tasks e 15 http sti al os 004 se rvlet POS Windows Internet Explorer So Jee http jstial os 004 serviet POS 2 x eooate el File Edt View Favorites Tools Help Google C rf 6015 ES vy Bookmarke E 24 blocked 9 Check gt gt Q Settings Ve d Ehtpijisti al os 004 serviet jpos Add Participant Record fit E gt eh LY Page O Toos gt STI Lunch application Suite 3413 District ID Sit
34. nce Factor if it needs to be changed but only fill in one or the other Then click on Submit 10 Daily Steps STI 0408081330 Spring 2008 STILunch v7 File Edt View Favorites Tools Help X a Sheep tfsti at os 004 serviet Pos ER gt ED gt an gt Page ask STI Lunch Application Suite e al Status Total Cashier Reconciliation Enid Euralted Earl Eoria Aitendsncs Aikuis Factor ay Hall Elementary School 461 s1 174 636 652 I Ea Hall Elementary School A A 100 amp A Esu su fam 2 14PM Go SE https stral os D04 servlet PoS else x eco mi Fie Edt vew Favortes Tes Heb Google C 0 je eo Er Hr Bookmarker 24 blocked o check gt K ittp isti al os 004 servlet poS STI Lunch application Suite Cashier Reconciliation End of Day Deposit Processing End of Day BackDated Serving Period Actual Deposit Cashier Reconciliation BD BREAKFAST jo Early Breakfast 000 LUNCH 35 00 Total Labor Hours 6 00 Hall Elementary School TT TT i gt 17T ET gt d 9996 jd ACES O pix OO I gt Esa server service E http stizabos 0 e The communication screen is where the program creates a backup of your data and saves it to your computer Click on Continue A message should appear on screen stating End of Day Complete Spring 2008 STILunch v7 STI_0408081330 Daily Steps 11 12
35. nch v7
36. nt Prepayments 25 00 Taxable Total 0 00 Non Student Prepayments 7 50 Total Tax Collected 0 00 System Sub Total 35 00 Declared Income 35 00 Actual Deposit 35 00 Difference Over Short 0 00 Actual Difference 0 00 Hall Elementary School Versi pa AA Von Ve en Localiniranet 1 Se stat G S pv E I 3 gt Esa server Service E hetp sti atos o 22 STI Lunch School fi STI Lunch Pos 1990 pde 2 12PM Note It is not necessary to print these reports at this time the reports may be generated at the end of the day Before Lunch e Cashiers should log in to the proper serving period and enter the starting cash After starting cash has been entered cashiers must confirm that the proper starting cash was entered Press Yes to confirm or if applicable press No then press the Clear button and re enter the amount During Lunch e Begin running participants through the line by having them enter their cafeteria numbers into the keypad or by scanning bar codes If using Pinpads touch the Read Left or Read Right button to access the participant on screen If you are not using Pinpads or scanners key in the student number and press Enter or press the student Lookup button to find the participant 8 e Daily Steps STI 0408081330 Spring 2008 STILunch v7 After Lunch Spring 2008 STILunch v7 Bulk Sales This method is to be used for processing cafeteria workers meals bulk la carte sales
37. o For Each Cashier for Breakfast e Make sure Date is correct e Fill in Breakfast for Serving Period e Leave Cashier blank e Click Submit o For All Cashiers Totaled onto ONE Report for Breakfast e Make sure Date is correct e Fill in Breakfast for Serving Period e Leave Cashier blank e Change Aggregate to TRUE e Click Submit When checking money totals for the serving period look at the Cash Checks Starting Cash line of the report This line should match what you have in hand after leaving your starting cash in the cash drawer If money totals do not match refer to the section Edit Change Declared Cash on page 29 to change declared cash if changes are needed http sti al os 004 servlet POS Windows Internet Explorer COMETE ES E jer Spring 2008 STILunch v7 File Edit View Favorites Tools Help Google C e 4 o Es Le Bookmarks E 24 blocked SP check gt Q settingsw XE d EBrtepifisticatos 004 serviet POS MAMA STI Lunch Application Suite AUT or pla Ele gprs roo x aa E Daily Count and Cash Recon Preview Check Decoration e 3 25 2008 Hall Elementary School El rs at area BREAKFAST Cash Declaration Reimbursable Meal Sales Detail Cashier STI Lunch mi 03 25 2008 CASH DECLARED 100 oe 0 50 ids 0 20 E 0 10 e 5 m 0 2 T 0 1 oe 15 1 COIN 0 0 50 0 0 25 oot 30 0 10 E 20 0 05 tes 10 0 01 aie 0 Total 25 00 Number
38. of Checks 0 CheckTotal see 0 00 Cash Checks T 2500 Cash Checks Starting Cash 0 00 Estimated Cash In Drawer ccoo 25 00 E ee Declared Cash In Drawer deis ibd 2500 Version 7 2 Over Shott coccion 000 x lasik af Ms O EMO 10D TTT Mianta Ri 7 Eb SQL Server Service Man E nttp sti al os 004 Wl Document Microsoft arde EJEA 11 06 am STI_0408081330 Daily Steps e 7 e Next choose Daily Count and Cash Reconciliation to view meal counts and other totals for the serving period http sti al os 004 servlet POS Windows Internet Explorer Go E http Jjstral os 004 servist POS 14x coa E File Edt View Favorites Tools Hep Google Gr vaod ES vv Bookmarks h24biocked Y Check settings XE de Ghttpijisti al os 004 serviet jros MB de y ler Page G Toos STI Lunch Application Suite xl or all ale afte pon Al E Preview Daily Count and Cash Recon Check Declaration BREAKFAST el Dept and A La Carte Sales Early Breakfa Transaction History Reimbursable Meal Sales Detail Students Reduced 0 00 Total Number Free 1 Students Regular Paid 0 00 Total Number Reduced D Cash For Non Reim Meals 2 50 Total Number Regular Paid D Student Charges Collected 0 00 Participation fp Adult Charges Collected 0 00 AdultA La Carte 0 00 Total Non Reimbursable 1 StudentA La Carte 0 00 Total A La Carte 0 All Other Cash Income 0 00 Stude
39. on if you have a product or la carte item for which you have no button e Open a new transaction for the participant e Touch the MISC button e Using the onscreen number pad to type in the special price to charge for the item e Tender appropriately See Tendering on page 34 Deposit Processing 1D 79 Balance 0 00 Lunch 0 Homeroom 802 Grade 8 Comment Deposit 1 ns um Cash This option is used when participants wish to add money to their accounts in the form of cash e Open a new transaction for the participant e Remove the meal if necessary e Touch Deposit e Using the onscreen number pad type in the amount STI_0408081330 POS Procedures e 37 e Touch Cash e Touch Enter to complete the transaction e Open a new transaction for the participant e Remove the meal if necessary e Touch Deposit e Using the onscreen number pad type in the amount e Touch Check e Using the onscreen number pad type in the check number e Touch Enter to apply the check number e Touch Enter to complete the transaction Account Deposit Split between Participants e Deposit half of the deposit into the first participant s account e Remove the meal if necessary e Look up the other participant e Deposit the other half of the deposit amount Note If a check is to be split use the same check number for both participants Refunds Refunds are used when student
40. ouch the Meal button e Touch the number 5 black screen e Touch the Enter button Visitors This category would include anyone who has no employment or enrollment with the school Examples include parents guardians visiting students from outside the district etc e Touch the Meal button e Touch the number 7 black screen e Touch the Enter button e Add A la carte items if needed e Tender appropriately See Tendering on page 34 la Carte Processing Students e Open a new transaction for the participant OPTIONAL depending on district policy and whether or not the participant wishes to use money from an account to pay for the A la carte items e Touch the applicable A la carte buttons to add them to the transaction e Tender appropriately See Tendering on page 34 Adults with Accounts e Open a new transaction for the participant OPTIONAL depending on district policy and whether or not the participant wishes to use money from an account to pay for the A la carte items e Touch the applicable A la carte buttons to add them to the transaction STI_0408081330 Spring 2008 STILunch v7 Spring 2008 STILunch v7 e Tender appropriately See Tendering on page 34 Adults without Accounts e Touch the Adult button e Touch the applicable la carte buttons to add them to the transaction e Tender appropriately See Tendering on page 34 MISC Special Price Use the MISC butt
41. pant Enter the data for the participant selection Click Search gg E httpisist al os 004 serviet pos lt oooe Le File Edit View Favorites Tools Help Google C Ej LB Bookmarksy 24 blocked 9 check gt gt Settings Participant Product Change Password Grade Menu Definitions Form Letters End of Year Hall Elementary School Ve SERO httpijistialos 004 servlet POS Participant Query Results STI Lunch Application Suite git RED gt LY Page O took EST First Name Middle Name Home Room Status POSID DistrictID SSN Other ID Race t E AARON IDEAUN 802 Free 143 987654321 987654321 Not Given d lavams AARON IM 1302 Full 1478 987654320 987654320 Not Given d P lan AARON BRANDY kt Free 1684 987654319 987654319 Not Given lavams i AARON kt Free 1780 987654318 987654318 Not Given d ei Japans i ADAM ETHAN 315 Full 32 987654316 987654316 ADAM ls Free 3928 987654315 987654315 ADRIANNE 1301 Free 4622 987654314 987654314 f Bl Mstare 3 EMO 15 d gt Bas server Service Man Wh srt Lunch School user s amp http sti al os 004 _ 19896 di m 2 34 Pm FTE ETT toealintranet Rm gt 7 http sti al os 004 servlet POS Windows Internet Ex
42. plorer pace es Je httpisist alos 004 serviet pos Click the Select button beside the desired participant in the results screen mele fell File Edit View Favorites Tools Help Google Gr c0 ES vy Bookmarks S 24 blocked check gt O Settings Participant Product Change Password Menu Definitions Form Letters End of Year Hall Elementary School XE Be httpijisti al os 004 servlet POS Edit Participant a District ID 687654321 SSN 587652321 POSID Other ID Active Homeroom Last Name Birth Date Status Race Comment Allow A La Carte Purchase Charge Limit Submit Accounts STI Lunch application Suite 1971271992 Grade Level 8 1 Free Not Given Co Rue x A La Carte Limit Type None a ii lec P x 6 essa En ED EA Lb Page G Toos Site Name Hall Elementary School FirstName amo Middle DERON Name Balance Last Used 0 00 03 19 2008 I D POE POP Ro localintranet 100 y Asar O o x 15 1 gt E sol server service Man W srt Lunch School User s amp http sti al os 004 _ LA PETT STI_0408081330 Common Tasks e 17 18 e Common Tasks STI_0408081330 e Make the necessary changes e Click Submit Edit Change a Participant Account e Open the POS BackOffice program e Login with User ID and Password e Select Maintenance e Select
43. s leave the school district and still have money in their accounts Balance 0 00 Homeroom Grade Comment Read Left 38 POS Procedures STI 0408081330 Spring 2008 STILunch v7 Spring 2008 STILunch v7 e Look up the student For our example the student has 15 00 in her account e Remove the meal e Touch Other T for Other Tasks e Touch Refund e Using the onscreen number pad type in the refund amount 1500 to indicate 15 e Touch Cash e The journal will display Cash Refund 15 00 e Touch Cash e The screen will display Change 15 00 e Give the money to the student Returns Returns would be used when a student has brought back an item he does not want or was accidentally charged for an item he did not actually want e Touch Other T Other Tasks e Touch Return e The Communication Bar will ask you to Select item to Return e Touch the item s to return e The item s and their prices will appear in the journal The price will be in parenthesis to denote a return of cash to the person e Touch Enter e Give the money to the student or deposit it back into the student s account as applicable Recalling Transactions IF YOU DO NOT KNOW HOW A TRANSACTION WAS TENDERED DO NOT RECALL IT YOU WILL BE REQUIRED TO TENDER THE TRANSACTION AGAIN IF YOU DO NOT KNOW HOW IT WAS ORIGINALLY TENDERED YOU COULD ADVERSELY EFFECT YOUR RECONCILITION Recalling Most Recent Transaction
44. sary Tf the only items to be corrected are deposit amount reconciliation amount or attendance number factor exit the POS Terminal program Touch Logout Touch YES when prompted Answer YES to the question Do you want to close as well All corrections to the cashier reconciliation will be done in the POS BackOffice program Backdating on the POS BackOffice Computer Open POS BackOffice program Enter User ID and Password Click on Terminal Status To change a cashier s reconciliation amount click on Cashier Reconciliation BD and perform the following steps o Click Select next to the correct cashier and serving period o Make necessary changes o Click SUBMIT o Click on End of Day BackDated Spring 2008 STILunch v7 STI 0408081330 BackDating e 43 o Click Continue o Change school attendance number or factor if needed o Click Submit o Change breakfast and or lunch deposit if needed o Click Submit o Click Continue o When the process is completed the End of Day BackDated Complete prompt will appear Note The user must run End of Day BackDated before starting the next day regardless of changes made 44 e BackDating STI_0408081330 Spring 2008 STILunch v7 Index A la Carte Processing 36 Add a Form Letter 24 Add a New Product 19 Adding a New Participant Adult 16 Adding a New Participant Student 15 After Breakfast 4 After Lunch 9 BackDating 43 Backdating on the POS
45. ter starting cash is entered you must confirm whether you entered the proper starting cash If you entered it correctly click Yes to confirm If not click No then click the Clear button and re enter the amount EB starting Cash gt Spring 2008 STILunch v7 STI_0408081330 Daily Steps e 1 During Breakfast e Begin running participants through the line by having them enter their cafeteria numbers into the keypad or by scanning bar codes If using Pinpads touch the Read Left or Read Right button to access the participant on screen If you are not using Pinpads or scanners key in the student number and press Enter or press the student Lookup button to find the participant Balance 0 00 Bulk Sales This method is to be used for processing cafeteria workers meals bulk la carte sales to special accounts etc For example to process meals for eight cafeteria workers do the following e Touch the number of meals you need 8 e Touch the QTY key e Touch the word MEAL on your menu 2 e Daily Steps STI_0408081330 Spring 2008 STILunch v7 Spring 2008 STILunch v7 e Ascreen will appear with the participant status numbers Touch the number that applies to the account 5 employee The screen will return to the POS window There should be no Amount Due Touch Enter e The numbers associated with this screen may be found in POS BackOffice under Settings Par
46. th the incorrect amount or incorrect check number Changing the Check Number e Touch the check number e Using the onscreen number pad type in the correct number e Touch Check and the incorrect number will be replaced e Touch Check Reconciliation Edit Done Changing the Check Amount e Touch the check amount e Using the onscreen number pad type in the correct amount e Touch Amount and the incorrect amount will be replaced e Touch Check Reconciliation Edit Done Note This will not adjust the amount deposited into an account The user must adjust the account separately in POS BackOffice Exiting the STI Lunch POS Program When the user is done for the day and wishes to exit the program after reconciliation is complete touch the large Shutdown button on the Login screen STI 0408081330 Spring 2008 STILunch v7 BackDating Using the Backdating Feature The BACKDATING feature may be used to correct or add data for one or more previous days The user may only backdate one day at a time Backdating on the POS Terminal Open STILunch POS program Enter cashier Name Password and Serving Period Touch BACKDATE Touch Login Touch appropriate month and year to insert the correct ones if they are not already displayed Touch the day of the month on the calendar for which data is to be corrected or inserted Enter starting cash for the day entered Enter new sales transactions or correct old transactions as neces
47. ticipant Status The Status ID Number is referenced on this screen http al os 004 servlet POS Windows Internet Explorer E 81 x G e http Jfsti alos 004 serviet POS El 21 x eco Pl File Edit View Favorites Tools Help Google C jede ER vw Bookmarks Eh 24 blocked Yh check gt Q Settings VE d Bhttpiffstical os 004 serviet POS ME dh Li Page O Toos STI Lunch application Suite Terminal Status Transaction Reports Status Monthly Reports Participant Reports Status ID Name Reimbursable Type Taxable Display At POS Maintenance h Employee Tracking Select 1 Free TRUE Free FALSE TRUE Communications Settings Select 2 Reduced TRUE Reduced FALSE TRUE Global Settings Auto Update Settings Select 3 Full TRUE Full FALSE TRUE Auto Updates Applied i a aes Log Select Adults FALSE Non Reimbursable FALSE TRUE Participant Status Product Categories Select s Employee FALSE Non Reimbursable FALSE TRUE Serving Periods A WEE Select s Student Worker FALSE Non Reimbursable FALSE TRUE Terminal Maintenance ea z f Utilities Select 7 Visitor FALSE Non Reimbursable FALSE TRUE Select s Entra Meal FALSE Non Reimbursable FALSE TRUE Select 9 Contract FALSE Non Reimbursable FALSE TRUE Select 10 Catering FALSE Non Reimbursable FALSE TRUE Select 11 Full 7 12 TRUE Full FALSE TRUE Select 1
48. ws Internet Explorer 004 serviet POS E 7 x sooo ej File Edit View Favorites Took Hep Google G u ef co ES vw Eookmarks S 24 blocked f check gt gt OD settings de dir Ehttnzifsti alos ongserrlet ros mr eh ler Page Tools gt STI Lunch Application Suite Check Declaration Report Date 04 01 2008 Serving Period Cashier j pec DT 17T A tecalintraner Kir 7 Msi e m a OD p WP gt Eb sor server Service W Str Lunch School E htrps strabos 9 Outbox Microsoft amp ae JQ 4 00 Pm e Enter the data to narrow the search i e Date Serving Period or Cashier If you want the report for the entire day only change to the date e Click Submit Deposit Listing e Open the POS BackOffice program e Login with User ID and Password e Select Transaction Reports e Select Transaction History http sti al 0s 004 serviet POS Windows Internet Explorer 5 Ei htrp Jjsti al os 004 servier POS selle loe soe el We ve Teste Wm ha Gowe d 17 SC DEI ER Qus M Be Sheepiffsti at os 004 servietPos ER gt El gt eb Ly Page Tools gt STI Lunch Application Suite Transaction History Report ite Name x od 02 01 2008 End Date 04 01 2008 Reason Code Report Type Participant Submit I local intranet Rios Dane aan Sson El Dx CD Sd gt Esa server serves
49. xample below http sti al os 004 servlet POS Windows Internet Explore 218i x Gc gt E http sti al os 004 serviet POS pe gt x owe 0 0 ejz File Edt View Favorites Tools Hep Google G rf 60450 ES vy Bookmarks 24 blocked EF check gt settings We fe Bhttp fIsti alos 004 serviet POS Ed gt E Hr e Page G Tools gt STI Lunch Application Suite ion Rep Daily Record Extended Report Monthly gt A Site eci CEP Sg Local intranet R 00 7 Start la eo 3J WP gt 501 server Service Man 3 STI Lunch School User s amp http sti al os 004 198 pde t 2 37PM o Site Enter only if a combined site Select for each site or leave blank for all sites o Month 3 o Year 2008 Spring 2008 STILunch v7 STI_0408081330 Monthly Reports e 13 Monthly Edit Check e Enter the Site Month and Year Then click on Submit Use the following format o Site Enter only if a combined site Select for each site or leave blank for all sites o Month 3 o Year 2008 Non Standard Monthly Reports Monthly la carte Sales Report e Select Transaction Reports e Select Dept and A la carte Sales e Change the Start Date to the first serving day of the month e Change the End Date to the last serving day of the month e Click Submit 14 Monthly Reports STI 0408081330 Spring 2008 STILunch v7 Common Tasks Maintenance Adding a New Partic
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