Dinner Contents Introduction 1 Introduction 1 Pupil Data 1 Course Objectives 1 Overview 1 Course Requirements 2 Setting up Dinner Money 3 Chapter Introduction 3 Accessing Dinner Money 3 Permissions 3 Step by Step Permissions 4 – Step by Step Adding Banking Codes 5 – For Schools Not Intending to Use Other Sales 6 Step by Step Adding/Editing VAT 6 – Activity Adding a Change in the VAT Rate 6 – Step by Step Completing the Dinner Money Setup and Default Banking/VAT Codes 6 – Activity Personalising Setup 9 – Setting the Meal types and Charge Definitions for the School 9 Setting up Meal Types 9 Step by Step To View, Add or Edit Meal Types 9 – Step by Step Personalising Meal 11 – Step by Step Adding/Editing Pupil Meal Definitions 11 – Activity Personalising Meal Definitions 12 – Activity Changing the Charge for a Meal Type 13 – Step by Step Manually Adding/Editing Opening Balances 13 – Producing the Opening Balances Report 14 Step by Step Setting Pupil Default Meal Patterns 14 – Activity Checking Meal Patterns 16 – Adding/Editing Free School Meal Eligibility 16 Activity Adding Free School Meal Eligibility 16 – Adding/Editing Dietary Preferences (Optional) 16 Adding/Editing Dietary Needs 17 Activity Adding a Dietary Preference 17 – Recording Pupil Meals for Schools not using the Attendance Links 19 Chapter Introduction 19 Step by Step Turning the Attendance Link Off 19 – Step by Step Completing the Dinner Register before Attendance is Recorded 20 – Step by Step Entering Meals 20 – Entering a Comment 21 Flood Filling all Pupils with a Default Meal Pattern 21 Activity Completing Dinner Register 21 – Step by Step Setting Up and Recording Special Meals 21 – Step by Step Completing the Dinner Register After Attendance is Recorded 22 – Recording Meals for Schools Using the Attendance Links 23 Chapter Introduction 23 Step by Step Activating the Attendance Links 23 – Step by Step Recording Pupil Meals for Schools who have Entered Attendance Method 1: Take Register 23 – Step by Step Recording Pupil Meals for Schools who have entered Attendance Method 2: Record Pupil Meals 24 – Activity Using Attendance to Assist with Completing Dinner Register 24 – Step by Step Editing Dinner List after Attendance 24 – Step by Step The Kitchen Statistics Report 26 – Step by Step The Supervisors List 27 – Recording Pupil Payments 29 Chapter Introduction 29 Step by Step Cash or Cheque Payments 29 – Activity Checking Balances 30 – Saving Pupils Payments 30 Activity Recording Payments 30 – Step by Step Recording Payments 31 – Activity Entering Split Payments 31 – Recording Additional Payment Details (where necessary) 31 Step by Step Pupil Additional Transactions 31 – Step by Step Reversing a Payment 32 – Recording a Returned Payment 33 Recording a Refund 33
Dinner Contents Introduction 1 Introduction 1 Pupil Data 1 Course Objectives 1 Overview 1 Course Requirements 2 Setting up Dinner Money 3 Chapter Introduction 3 Accessing Dinner Money 3 Permissions 3 Step by Step – Permissions 4 Step by Step – Adding Banking Codes 5 For Schools Not Intending to Use Other Sales 6 Step by Step – Adding/Editing VAT 6 Activity – Adding a Change in the VAT Rate 6 Step by Step – Completing the Dinner Money Setup and Default Banking/VAT Codes 6 Activity – Personalising Setup 9 Setting the Meal types and Charge Definitions for the School 9 Setting up Meal Types 9 Step by Step – To View, Add or Edit Meal Types 9 Step by Step – Personalising Meal 11 Step by Step – Adding/Editing Pupil Meal Definitions 11 Activity – Personalising Meal Definitions 12 Activity – Changing the Charge for a Meal Type 13 Step by Step – Manually Adding/Editing Opening Balances 13 Producing the Opening Balances Report 14 Step by Step – Setting Pupil Default Meal Patterns 14 Activity – Checking Meal Patterns 16 Adding/Editing Free School Meal Eligibility 16 Activity – Adding Free School Meal Eligibility 16 Adding/Editing Dietary Preferences (Optional) 16 Adding/Editing Dietary Needs 17 Activity – Adding a Dietary Preference 17 Recording Pupil Meals for Schools not using the Attendance Links 19 Chapter Introduction 19 Step by Step – Turning the Attendance Link Off 19 Step by Step – Completing the Dinner Register before Attendance is Recorded 20 Step by Step – Entering Meals 20 Entering a Comment 21 Flood Filling all Pupils with a Default Meal Pattern 21 Activity – Completing Dinner Register 21 Step by Step – Setting Up and Recording Special Meals 21 Step by Step – Completing the Dinner Register After Attendance is Recorded 22 Recording Meals for Schools Using the Attendance Links 23 Chapter Introduction 23 Step by Step – Activating the Attendance Links 23 Step by Step – Recording Pupil Meals for Schools who have Entered Attendance Method 1: Take Register 23 Step by Step – Recording Pupil Meals for Schools who have entered Attendance Method 2: Record Pupil Meals 24 Activity – Using Attendance to Assist with Completing Dinner Register 24 Step by Step – Editing Dinner List after Attendance 24 Step by Step – The Kitchen Statistics Report 26 Step by Step – The Supervisors List 27 Recording Pupil Payments 29 Chapter Introduction 29 Step by Step – Cash or Cheque Payments 29 Activity – Checking Balances 30 Saving Pupils Payments 30 Activity – Recording Payments 30 Step by Step – Recording Payments 31 Activity – Entering Split Payments 31 Recording Additional Payment Details (where necessary) 31 Step by Step – Pupil Additional Transactions 31 Step by Step – Reversing a Payment 32 Recording a Returned Payment 33 Recording a Refund 33