Staff and Student Management Point of Service

Staff > Staff Management > Point of Service

Student > Student Management > Point of Service

  1. POS ID - If the building will identify persons with POS ID at the POS, enter a POS ID or click Generate.
    Note: This field can be imported.

  2. Alert Message - Enter a message that will appear to the cashier at the POS

  3. Charge Limit - Enter a charge limit if different than the charge limits set for the district.

Account Members

  1. Name - notice the name of the account member(s).

  2. School - notice the school of the account member(s).

  3. Grade - notice the grade of the account member(s).

  4. Homeroom - notice the homeroom of the account member(s).

  5. Owner - notice the owner status of the account member(s).
    Note: The youngest student is the account owner.

  6. Trash Can - click to remove the account member from the account.
    A screenshot of the account memeber modal as described on this page.

    1. Current Balance - notice the current shared account balance

    2. Amount - enter the amount of money that will be removed from the shared account and added to the removed account member's individual account

    3. Unlink - click to complete the process of removing the person from the shared account

    4. Cancel - click to return to the Point of Service tab without saving changes

  7. (+) New Account Member - click to add a new account member to the shared account if enabled
    A screenshot of the account member modal as described on this page.

    1. Person - search by name or ID and select person to add to account

    2. Amount - notice the amount of funds being added from the person's account to the shared account

    3. Cancel - click to return to Point of Service tab without saving changes

    4. Save - click to save changes and return to Point of Service tab

  8. No Buy List - select any number of Sales Items that WILL NOT be able to be purchased at the POS by the person

Purchase Limits

  1. Notice any configured Purchase Limits.

  2. Click (+) New Purchase Limit to add a new purchase limit for this student. Purchase Limits can be configured Per Meal or Per Day.

    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.

  3. Do Not Accept Checks - Check this box to prevent checks from being accepted at the POS
    Note: This does not apply to e-check payments via LINQ Connect

  4. Close - click to return to the previous screen without saving changes

  5. Save - click to save changes