Customer Purchase Controls are used to set limits for the purchasing and charging of meals and a la carte offerings. Purchase controls are available for each Price Group, are set for the district (known as District Defaults) and can also be set individually for each school. Each school can then use the District Default settings per Price Group or use their own settings. 


TABLE OF CONTENTS


-> Go To: Point of Sale > SETTINGS > Meals Service Details > Customer Purchase Controls


Edit Purchase Controls

The same Customer Purchase Control settings are available for every Price Group. When creating separate Customer Purchase Controls for Schools, each price group has the option to use the District Default settings or override those with their own settings.

1. Enable Allow Checks if this customer is allowed to pay with a check.


2. Select an option for Combined Daily Limit to restrict the daily amount a customer can spend on meals and a la carte offerings.
Options are: Not Allowed, No Limit or Limited. 


-> If Limited is selected, enter the $ Amount that can be spent.


3. Enter a Low Balance Warning Amt (Amount).
The POS Console will display a Low Balance Warning when this amount has been reached.


4. Select the *Meal Purchase Rules to determine which purchase method this customer can use.
Options are: Any Payment, Cash Only or Not Allowed. When Not Allowed is selected the customer cannot purchase meals and is usually set for Customers who's Parent does not want them to purchase a Meal at school.


5.  Select an option for Meals Daily Limit to restrict the daily amount a customer can spend on meals.
Options are: Not Allowed, No Limit or Limited. 


-> If Limited is selected, enter the $ Amount that can be spent.


6. Select an option for Meals Overdraw Limit to restrict overdraws or the amount that can be overdrawn.
Options are: Not Allowed, No Limit or Limited. 


-> If Limited is selected, enter the $ Amount that can be overdrawn.


7. The Available Credit for Meals field displays the total amount of credit on hand.


8. Select the *A La Carte Purchase Rules to determine which purchase method this customer can use.
Options are: Any Payment, Cash Only or Not Allowed. When Not Allowed is selected the customer cannot purchase a la carte offerings and is usually set for Customers who's Parent does not want them to purchase a la carte offerings at school.


9.  Select an option for A La Carte Daily Limit to restrict the daily amount a customer can spend on a la carte offerings.
Options are: Not Allowed, No Limit or Limited. 


-> If Limited is selected, enter the $ Amount that can be spent.


10. Select an option for A La Carte Overdraw Limit to restrict overdraws or the amount that can be overdrawn.
Options are: Not Allowed, No Limit or Limited. 


-> If Limited is selected, enter the $ Amount that can be overdrawn.



Edit District Defaults

1. Select District Defaults from the list window on the left and click Edit.


2. Set the default values for each Customer Price Group as explained above in Editing Purchase Controls.
Note! Since District Defaults will apply to any school that has "Use District Defaults" selected, we recommend you set the district defaults so that they apply to the majority of your schools then set overrides for those schools in the minority that do not follow district defaults.


3. Click Save to save or Cancel to cancel the process.



Edit Purchase Controls for a specific school

1. Select a specific school from the list window on the left and click Edit.


2. Uncheck "Use District ... Defaults" for each Customer Price Group that will be modified.


3. Set the default values for each Customer Price Group as explained above in Editing Purchase Controls.


4. Click Save to save or Cancel to cancel the process.