The Cash Register (POS) is used to process purchases made by existing parents, students, teachers, and guests (collectively referred to as customers). Schools may use Cash Register (POS) as a POS system for their cafeteria, for a school store or for other purposes where products are purchased such as a ticket sales booth. 

The Cash Register (POS) has two possible modes of operation.

Cash Register (POS) - Single Mode Cash Register (POS) - Dual Mode
Description The cashier (operator) provides the customer information and processes the order. Only the operator interacts with the screen. The customer and the cashier (operator) have access to separate screens. The customer or the operator provides the customer information to begin the order. The operator completes the order.
Operator Screen The Operator Screen is a page that is presented to the cash register operator. This page allows the operator to:
- load current customer account information by entering their credentials
- adjust order details, adding new or removing existing items
- review current customer balance information
- process the order

Always Use Household Balance If yes, the system uses Balance Calculation - By Customer, if no then Balance Calculation - By Student.
 
AR Account  determines what AR account to use when creating Invoices.

Auto Post Invoice determines whether transactions are automatically posted after submission. If yes, both invoices and miscellaneous receipts are automatically posted.

Cache Balance For One Day When this is checked, balances are handled in the following manner:
- Lunch balances are precalculated each night at midnight.
- If a student purchases something, their balance is reduced right away. Similarly, if funds are added from the Cash Register (POS) to their account, the available balance is increased right away.
- The only time a balance is not accurate is when the new activity is recorded in the Finance module on the same day. If funds are added by the parent through the parent portal to the lunch balance, the current day balance is updated immediately.

Cash Account determines the Cash account to be debited when a cash payment is received. This can happen if the customer does not have a high enough account balance, or in the case of an anonymous transaction involving a guest.

Cash Payment Method determines the payment method appearing on receipts for Cash transactions.

Classification determines the classification that is used for invoices, deposits, and misc receipts. This is only required if you are using Classifications in Finance.

Customer Memo determines the memo as it appears on new invoices, deposits, and misc receipts.

Deposit Description is an additional description to appear on the deposit for misc receipts. The deposit name appears in the format of [Deposit Description] [Date] [Payment Method] [user] where [Date] [Payment Method] [user] is always provided by the system.

Internal Memo determines the memo as it appears on new invoices, deposits, and misc receipts.

Ledger determines the ledger that is used for invoices, deposits, and receipts. It also checks that all accounts and products are in the correct ledger.

Payment Term determines the payment term for the invoice. Note: You should choose a payment term with the Net Due immediately.

Products Per Page determines the number of products to show at a time. Note: Keep this to a relatively small number to improve screen performance. Especially keep images associated with the product to a small size.

Show Customer Balance determines if the customer’s current balance is shown. For teachers and households, the customer balance is based on the Balance Calculation - By Customer. For students, the balance is based on the Student Purchase Options for the current student. This is additional balance information which does not need to be shown, but may help clarify where the eligible balance is coming from in the case of a student.

Show Customer Eligible determines if the customer’s eligible balance is shown. For teachers and households, the eligible balance is based on the Balance Calculation - By Customer. For students, the balance is based on the Always Use Household Balance setting and the Student Purchase Options for the current student. This would normally always be checked for an Operator screen.

Show Order Discounts determines whether any discounts for the order are shown on the screen. Note: Even if discounts are not shown, they are still be applied to the order total. Note: As a school, you may choose not to show the discounts on the screen to protect the privacy of students who are on a reduced lunch program.

Show Order Price determines whether the price for each individual product line item is shown.

Show Payment Summary determines if the payment summary is shown at the bottom of the order. If this is not checked, only a submit/cancel button is shown. This would normally always be checked for an Operator screen.
Cash Register Operation determines how the control behaves, and should always be set to Single for Single Mode. Cash Register Operation determines how the control behaves, and should always be set to Server for Dual mode.
Client Screen The Client Screen is a page that is presented to customers in line. When customers approach the cash register, they have an option to:
- provide their credentials. Their account automatically prepopulates on the operator’s screen
- review their available balance information
- review the current order as it is being processed
Not applicable to Cash Register (POS) - Single Mode The Cash Register Coordinator is a control which coordinates all the other Cash Register controls on a page. This control is REQUIRED.

Always Use Household Balance If yes, the system uses Balance Calculation - By Customer, if no Balance Calculation - By Student.

Cache Balance For One Day When this is checked, balances are handled in the following manner:
- Lunch balances are precalculated each night at midnight.
- If a student purchases something, their balance is reduced right away. Similarly, if funds are added from the Cash Register (POS) to their account, the available balance is increased right away.
- The only time a balance is not accurate is when the new activity is recorded in the Finance module on the same day. If funds are added by the parent through the parent portal to the lunch balance, the current day balance is updated immediately.

Cash Register Operation determines how the control behaves, and should always be set to “Client” for the customer in Dual mode.

Ledger determines the ledger that is used for invoices, deposits, and receipts. It also checks that all accounts and products are in the correct ledger.

The Cash Register Customer is a control which shows the current customer information. This control is REQUIRED.

Allow Sign In determines if the customer can enter their credentials. It is up to your school if you want to make this option available, or if only the operator may provide the credentials. The sign in options include providing a login name, teacher id, or student id. The login name option will always be available if Allow Sign In is checked.

Login With Student Id determines if providing a student id is an acceptable credential. This setting is only applicable if Allow Sign In is checked.

Login With Teacher Id determines if providing a teacher id is an acceptable credential. This setting is only applicable if Allow Sign In is checked.

Show Customer Balance determines if the customer’s current balance is shown. For teachers and households, the customer balance is based on the Balance Calculation - By Customer. For students, the balance is based on the Student Purchase Options for the current student. This is additional balance information which is does not need to be shown, but may help clarify where the eligible balance is coming from in the case of a student.

Show Customer Eligible determines if the customer’s eligible balance is shown. For teachers and households, the eligible balance is based on the Balance Calculation - By Customer. For students, the balance is based on the Always Use Household Balance setting and the Student Purchase Options for the current student. This would normally always be checked for an Operator screen.

The Cash Register Order is a control which shows the products being purchased. This control is OPTIONAL.

Allow Delete Product determines if a product can be deleted from the order by the customer. Note: This must always be unchecked for Dual mode.

Show Order Discounts determines whether any discounts are shown on screen. Note: Even if discounts are not shown, they are still applied to the order total. Note: As a school, you may choose not to show the discounts on the screen to protect the privacy of students who are on a reduced lunch program.

Show Order Price determines whether the price for each individual product line item is shown.
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