Serving Using a Keyboard

When you are serving with Touch Screen OFF, you will use the keyboard for entering data on the screen.

The Item Numbers and F Keys are shown on the screen.  The numeric keypad on the right is the easiest way to enter numbers. The F keys are located at the top of the keyboard. (You can also use a mouse, but it is not required for serving.)

• Begin by selecting the student. There are several ways to do this.

  • Use a card scanner.
  • Type the student’s number in the ID box and press enter. You can use the Serving# or Student #.
  • Tab to the Name box and start typing the last name. It will automatically go to the closest match and give you a dropdown list. Use the arrow keys on the keyboard to highlight a name in the list, and then press enter. (If there are duplicate names, it will also show their Serving Numbers in brackets.)
  • Tab to Name Lookup and press enter. Type the beginning of the last name in the box. Press Tab to put the cursor into the dropdown list and then you can use the arrow keys to scroll up or down to highlight the name, and then press enter.

  

   

  • When the student is selected, you will see their information and picture (if available) in the Student Info section on the right.

  • The text shown here in red is a Special Message, entered from Account Setup.

    • If an allergy is assigned to a student and displays here, a warning message will display on the serving screen when that student’s information is entered. Click OK to continue serving. NOTE: To activate this function, click the box on the Control File screen.
  • If the Control File is set to require confirmation on Special Messages, you will get a message box when you select the student and you need to click OK to confirm it.

• Next, enter the items the student is receiving.

  • If you are using a Quick Serve Item, it will appear in the item list automatically when you select a student.
  • If they are not getting the Quick Serve Item, enter a different Item number or use the Delete key (on your keyboard) to remove the item.
  • To enter additional items, type the Item number and press Enter.
  • To enter multiple quantities, tab to the Quantity and enter the number served.
  • To remove items, press F2. It will highlight the first Quantity in the list. You can use the arrow keys to select a different item. Change the quantity to zero and press enter to remove it.
  • The Total Due and Pending Balance will be updated as you enter the items.

• Next, enter the payment in the Amount Paid box.

  • A warning message will appear if a student and at least one item have been selected, and then a new student number is entered without closing the sale.

    • Click OK to continue and complete the previous transaction.

    

  • You can enter the amount with the keyboard or click the $ buttons with the mouse. You can use any combination of entries to add up to the Amount Paid. Example: To enter $25, you could touch $20 and then $5, or touch $5 five times.

  • The $100 button can be enabled or disabled in Security: User Group Setup: Point of Sale: Preferences.

  • Shortcut: If they are paying exact cash, you can press F9 immediately. (You don’t need to enter the Amount Paid if you use F9.)
  • Press F11 if they are not paying anything.
  • Enter the Check Number if you have one.

  

  • It will calculate the Change due.
    • The Change value is the Amount Paid minus the Total Due (for the current transaction only). It does not include any previous balance in the calculation.
    • Click if you are giving the change back to the student.
      • If a cash drawer has been enabled in Utilities: Port Settings, the cash drawer will automatically open with the Cash or Account button is selected.
    • Click to apply the change to the account balance.

      • If a cash drawer has been enabled in Utilities: Port Settings, the cash drawer will automatically open with the Cash or Account button is selected.

    • Click will refresh the screen so you can start over on a transaction.
    • Receipt is a toggle button.  If it is , it will automatically send a receipt to the default printer. Click to turn this feature off.
      • Print Receipt can be enabled or disabled in Security: User Group Setup.
      • The text for the receipt is edited under Utilities: Letter Setup.
    • (on the right side of the screen) displays the balance for the last transaction processed (not the current student.)

Other Shortcuts for Serving with Keyboard

• For Payments, the PLUS key moves the cursor directly from Item or Quantity to Amount Paid.

• When you are in the Item number field, the MINUS key (on the numeric keypad) moves the cursor directly to Quantity.

• You do not need to enter leading zeroes in the item numbers – for example, you can enter an item number as 2 and it will automatically format it as 002.

• If you type all three digits of an item number, it will jump to Qty.  If you omit the leading zeroes, it will bypass the Qty.

• If you are using a Quick Serve Item, you can press F9 or F11 as soon as you select the student and it will process the transaction. (You don’t need to put it in the lower grid if that’s all the student is getting. But you will need to remove it or enter a different item if they are not getting it.)

• To scroll through the Available Items list, you can use Page Up/Page Down or the arrow keys. 

• Tab will move the cursor forward. Shift+Tab moves it backward. 

• When you enter Amount Paid, you do not need to enter the ending zeroes.  (Example: 2.5 will be automatically formatted as 2.50.)

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POS Version 9, revised 03/2018