District Management Point of Service Tab

Configuration > District > District Management > Point of Service

This page is used to configure Point of Service settings for the entire District.

Name - click to sort by charge limit name
Person Type - click to sort by person type
Pencil - click to edit charge limit
(+) New Charge Limit - click to add a new charge limit
1. Name - enter charge limit name
2. Person Type - select the person type (Students, Non-Students)
3. Building Group - select building group(s) to which the charge limit applies
4. Free/Reduced/Paid Reimbursable Meal (students only) - enter the amount below zero that can be charged for reimbursable meals for each eligibility status
5. Free/Reduced/Paid Non-Reimbursable Item (students only) - enter the amount below zero that can be charged for non-reimbursable items for each eligibility status
6. Free/Reduced/Paid Balance Warning (students only) - enter the balance threshold to trigger a low balance warning for each eligibility status
  Charge Limit (not pictured, non-students only) - enter the amount below zero that can be charged
  Charge Warning (not pictured, non-students only) - enter the balance threshold to trigger a low balance warning
7. Delete - click to delete charge limit
8. Cancel - click to return to the previous screen without saving changes
9. Save - click to save changes
Reconcile By - choose a reconciliation option
Cashier and Point of Service Device - This option will allow one cash count per cashier per device per day to be saved. Additional counts will override previous counts.
Point of Service Device - This option will allow one cash count per device per day to be saved. Additional counts will override previous counts.
No ID Student Identifier - enter a number to be used by the cashier to enter a No ID Student transaction instead of using the No ID Student button on the screen
No ID Non-Student Identifier - enter a number to be used by the cashier to enter a No ID Non-Student transaction instead of using the No ID Non-Student button on the screen
Print No ID Cards - click to generate a report with ID Cards for No Id Student and No ID Non-Student that can be kept at the POS or provided to new students and staff as temporary cards. (Note: This option is only available after the No ID Identifiers have been entered.)
Allow Visiting Students - select whether or not to allow students to be served at a building where they are not enrolled
Checked - Students can be served at any building. Note: Visiting students meals will be claimed where served or enrolled, which is configured at each building.
Unchecked - Students will NOT be able to be served at the POS of a building where they are not enrolled.
Allow Visiting Staff - select whether or not to allow staff to be served at a building where they are not assigned
Checked - Staff will be able to be entered at the POS of a building where they are not assigned.
Unchecked - Staff will NOT be able to be entered at the POS of a building where they are not assigned.
Auto Assign Point of Service Identifiers
Checked - When a Student or Staff is imported or created in TITAN, TITAN will generate a Point of Service Identifier (aka PIN Number).
Unchecked - If Point of Service Identifiers (aka PIN Numbers) will be used, they will need to be imported or entered manually.
Auto Create POS PIN Based on Mask - check to indicate how to modify a student identifier to become a POS ID. If unchecked, the POS Identifiers will be created as in step 11. Click View POS PIN Mask Settings (not pictured) to view existing settings.
1. Start From - select left, right, or all
2. Number of Digits - enter the number of digits to use from the selected start from direction of the person's identifier
3. Prepend a Code - Entered digits will be added to the beginning of the person identifier or selection of identifier digits above.
4. Postpend a Code - Entered digits will be added to the end of the person identifier or selection of identifier digits above.
5. Cancel - click to return to the previous screen without saving changes.
6. Save - click to save changes.
Allow Duplicate Identifiers
Checked (NOT recommended) - allows more than one student and/or staff member to have the same identifier
Unchecked - requires unique identifiers for students and staff
Display Eligibility Status
Checked - The student's eligibility will be displayed on the POS serving screen next to the student's name. If entered, it will display as the Covert Code.
Unchecked - The student's eligibility will not be displayed on the POS.
Display Reimbursable Meal Price
Checked - The price of the reimbursable meal will show next to the item on the POS serving screen.
Unchecked - The price of the reimbursable meal will be hidden as $X.XX on the POS serving screen.
Note: The cashier will be able to see the total at the bottom of the purchased items.
Require Void Reason
Checked - A void reason must be selected prior to voiding a transaction.
Unchecked - A transaction can be voided without selecting a void reason.
Purchase Limits - notice district-wide purchase limits, if any
Note: If any terminal in the district is configured to use meal combining, per item purchase limits will be disabled. Districts using meal combining will need to configure purchase limits by dollar amount.
(+) New Purchase Limit - click to add a district-wide purchase limit for non-reimbursable purchases.
Note: Purchase limits configured here apply to everyone in the district. Purchase limits for individual staff or students are configured on that person's Point of Service tab.
Purchase limits can be configured Per Meal or Per Day and will not reset after each transaction.

Per Meal -
1. Select a Limit Type.
2. Check whether to limit Meal session purchases by Dollar Limit, Item Limit or both. Check if you would like to Require Cash for Non Reimbursable Items.
3. If you selected to limit purchases by a Dollar Limit, enter a max dollar amount into the field for each meal session. If you selected to limit by an Item Limit, enter the number of non-reimbursable items students are allowed to purchase during each meal session. If both parameters are checked, both limits apply.
  Example: If Lunch has a Dollar Limit of $5.00 and an Item Limit of 2, students can get up to 2 non-reimbursable items as long as the total is less than $5.00. Students would not be permitted to get more than 2 items, even if the first two items total less than $5.00.
4. Click Save to Save your changes.
5. Click Cancel to exit the modal without saving your changes.
Per Day -
1. Select a Limit Type.
2. Check whether to limit Meal session purchases by Dollar Limit, Item Limit or both. Check if you would like to Require Cash for Non Reimbursable Items.
3. If you selected to limit purchases by a Dollar Limit, enter a max daily Dollar Amount. If you selected to limit by an Item Limit, enter the number of non-reimbursable items students are allowed to purchase per day. If both parameters are checked, both limits apply.
  Example: If there is a daily Dollar Limit of $5.00 and an Item Limit of 2, students can get up to 2 non-reimbursable items throughout the day as long as the total is less than $5.00. Students would not be permitted to get more than 2 items, even if the first two items total less than $5.00.
4. Click Save to Save your changes.
5. Click Cancel to exit the modal without saving your changes.