School/Institution Administrators System

• Administrator Management
  • Add and manage unlimited administrator accounts
  • Designate roles for administrators and staff
  • Determine which options are displayed to each staff member
• User Management
  • Add and manage unlimited user accounts
  • Add a transaction to an account
  • Show the history of all meal transactions for an account
  • Change password for user account
  • Add or remove students associated with the user account
  • Show all orders for a given date range for the account
  • Login as user to troubleshoot support
• Order Review
  • Shows all meal sales for a given date range
  • Filter sales by user, school, grade, teacher and student
  • Ability to bulk cancel sales for any date range
  • Cancel orders and apply a credit to user accounts
  • Send e-mail to all users for canceled orders
• Send Subscription E-mail
  • Send e-mail to all user accounts in the system
  • Send e-mail to entire district or an individual school
• Subscription History
  • Show the history of sent e-mails
  • Show the e-mail message and details
  • See e-mail delivery, open, and failed status for each user
• Send Negative Balance E-mail
  • Send email notifications to users with a negative balance on account
• School Announcements
  • Display announcement(s) to users for district/school for a given date range

School

• School Management
  • Manage each school’s information
  • Add grade or meal period to each school
• School Group Management
  • Create groups for schools to be associated with for POS Grids 
• Teacher Management
  • Add or manage each school’s teacher information
• Student Management
  • Import student data from a .csv file manually or schedule nightly via SFTP
  • Add students quickly as they enroll during the year
  • Add student allergens
  • Add Alerts to a student record
  • Set eligibility status of free, reduced, full pay, or staff
• Merge Student ID’s
  • Merge two student id’s into one ID.
• Upload Documents
  • • Upload a document for district/school for users to access.

Point of Sale

• Food Item Management
  • Add and manage food items that can be combined in meals
  • Add brand name, cost, price, reduced price, staff price, and stock number
  • Enable free and reduced pricing
  • Set the item type (entrée, side, fruit, vegetable, drink, etc.)
  • Add nutrition facts for each item
  • Add allergens for each item
• POS Grid Layout
  • Create POS grid layouts for school groups or individual schools per meal period, multiple grids can be created per meal period.
  • Drag and drop food items onto the grid, resize buttons, select the color for each button.
• Open and Close Registers
  • Ability to open registers for date and meal period with opening register cash amounts.
  • Close register and count cash to determine variance.
• Sales
  • Search for students manually, via pin pad or barcode to sell reimbursable meals or ala carte items.  
  • Homeroom Sales option.
  • Pricing for meals based on eligibility status, Free, Reduced, Full Pay or Staff.
  • Mark transactions for review, if needed.  Void transactions.
  • Visiting Student and Visiting Adult sales.
  • View Journal option.

MML Reports

• Marked Transaction Report
  • Lists each order that was marked for review by the cashier.
• Variance Report
  • Shows the opening and closing register amounts for each register, by date and meal period.
• Journal Report
  • Lists each transaction for the date range, user and serving line selected.
• Void Purchases Report
  • Shows a list of voided transactions for the date range selected.
• F&R Counts Report
  • Lists the number of Free, Reduced, and Full Pay meals purchased for each day for breakfast and lunch
• Daily Meal Edit Check Report
  • Shows the number of students in the system each day for each eligibility status, the number of breakfast and lunch reimbursable meals sold and the percentage of students for each eligibility status that purchased those meals.
• Free Students Purchase Report
  • Lists each free student and the number of lunches purchased for the date range per student.
• Milk Counts Report
  • Lists milk counts purchased in various categories

MMO Revenue Reports

• Revenue Report
  • Lists each student individually and the total dollar amount for their order. Default report is based on Meal Scheduled Date. This option does not include the credits used. If “Use Transaction Date instead of Meal Scheduled Date” is checked, the report lists out each individual student and the dollar amount for their order(s). This option shows orders purchased on these dates for that day and future dates. If you choose Transaction Date, it does include the convenience fee. If you choose Meal Date, it does not include the convenience fee
• Revenue by Month Report
  • Lists a summary of the total dollar amount for each month. Default report is based on Meal Scheduled Date. This option does not include the credits used. If “Use Transaction Date instead of Meal Scheduled Date” is checked, the report lists out a summary of the dollar amount for all orders for the month. This option shows orders purchased on these dates for that day and future dates. If you choose Transaction Date, it does include the convenience fee. If you choose Meal Date, it does not include the convenience fee
• Revenue Grade Report
  • Lists each grade and the total dollar amount for the orders for that grade. This report is based on Meal Scheduled Date. It does not include the convenience fee
• Daily Revenue Report
  • Lists daily totals of all meal sales based on transaction date, not meal date. Daily Revenue Report includes the convenience fee
• Daily Sales Report
  • Lists daily totals of all meal sales based on meal date, not transaction date. Credits used are also displayed and totaled
• Sales by School Report
  • This report lists the meal sales based on meal date for each school selected, for the date range selected.
• Sales Item Report
  • List items ordered on the date range selected.
• Meal Sales Report
  • Lists meals and ala carte items sold on date range with prices and price totals.
• Customer Balance Report
  • The Customer Balance report shows the Users positive or negative balance as of today as well as the value of Purchased Meals for the date range selected
• Refund Report
  • This report shows a listing of all cancelled meals for the date range selected
• Student Positive Balance Report
  • Gives a listing of students and their positive balances that are not $0.00
• Student Negative Balance Report
  • Lists out all students with a negative balance and their current balance
• Manual Transaction Report
  • This report shows a listing of manual transactions for the date range selected

User/Parent and Guardians

• My Account
  • Manage account settings and information
  • Add or remove students/staff in the account
  • Add allergens to each student/staff
  • Add money to the account for each student
  • Set Daily Spending Limits for each student
  • Add a saved payment option
  • Set default view to weekly or monthly
  • Opt out of notifications and communications
• My Orders
  • Show all meals for the user account
  • View details of each transaction and print receipts
• Documents
  • View or print any documents that have been uploaded by the administrators
• Help
  • FAQ and answers to them
• Contact
  • Send a support e-mail to the administrators
• Change Password
  • Change the accounts password