Administrative Sale Layout

Configuration > Point of Service > Administrative Sale Layout

This page is used to manage templates for Bulk Sales.

Administrative Sale Layout Screen

1. Name - search by name

2. Include Inactive - check to include inactivated layouts

3. Reset - click to reset search parameters

4. Add New Administrative Sale Layout - click to add a new layout
   

   1. Name - enter layout name

   2. Sort Order - change sort order if needed

   3. Cancel - click to return to the previous screen without saving changes

   4. Save - click to create the layout and be redirected to the individual layout screen

5. Name - click to sort by name

6. Active - click to sort by active status

7. Pencil - click to be redirected to the individual layout screen

8. < > - click to scroll through pages

Individual Administrative Sale Layout Screen

1. Name - change layout name if needed

2. Sort Order - change sort order if needed

3. Item - click to sort by sales item name

4. Unit Of Measure - click to sort by sales unit of measure

5. Eligibility - click to sort by eligibility status

6. Serving Session - click to sort by serving session

7. Payment Method - click to sort by Payment Method

8. Student - click to sort by student (checked) or non-student (unchecked) status

9. Earned - click to sort by earned status

10. Pencil - click to edit line item details
    

    1. Notice the Serving Session, Item, Unit Of Measure, and Payment Method.

    2. Price - enter a unique price for the item to appear on the Administrative Sale Layout if the item's price is different when entered as a bulk transaction

    3. Allow Price Override - check to allow price to be customized upon entering each bulk transaction

    4. Earned - check to designate the line item as earned

    5. Sort Order - change the sort order if needed

    6. Delete - click to remove the line item

    7. Cancel - click to return to the previous screen without saving changes

    8. Save - click to save changes

11. (+) New Item - click to add a new item to the layout
    

    1. Serving Session - select serving session

    2. Item - select sales item

    3. Unit Of Measure - select sales unit of measure

    4. Payment Method - select payment method (Note: Prepaid Account is recommended for no cost items.)

    5. Sort Order - change sort order if needed

    6. Cancel - click to return to the previous screen without saving changes

    7. Save - click to save changes

12. Active - toggle active status

13. Delete - click to delete layout

14. Close - click to return to the Administrative Sale Layout Screen without saving changes

15. Save - click to save changes