Pre-Configure Suggestions
Before you begin to setup your school’s lunch program, we suggest that you speak with the people in charge of the program so that you setup up the resource in line with the way that lunch works in your school. Here are some important questions to begin with:
- How do parents order lunch? Here are some options:
- Block – Parents order lunch ahead of time in designated time blocks
- Daily – Parents may order lunch each day
- The teacher does it – Teachers may complete the lunch order as part of the attendance taking process
- How many price levels do you have?
- A price level is defined as a price for a specific group of members. For example, do teachers pay the same amount as students?
- Free/Reduced Lunches – Does your school have a free/reduced lunch program?
- What kinds of menu items will you offer?
- In this category, it is not how many different lunches rather the menu options.
- Do you offer a hot lunch, cold lunch, milk, desert
- How often does the price change?
- For many schools setting up a hot lunch the daily offering may change but the amount the lunch costs will be the same each day.
How to Configure the Lunch Order Resource
Once you have the answers to the above questions, you may begin to configure the resource by selecting the relevant settings that will support your school’s lunch process.
Click on the resource.
Click the Settings link to configure the resource. You will see the following options:
Click the Instructions and Configurations link to set the messages that would appear on the following pages:
Message on School Home page: Message displayed on the Home page of School Group.
Example: Click here to place a lunch order or to check your balance.
Message on Home page: Message displayed on the Home page of Lunch Order resource.
Example: Add instructions to help the parent navigate through ordering lunch or paying a balance. Here is a sample:
To place a hot lunch order, click [Place Order] and follow the instructions. Once the order is complete you may pay online or send your payment into the school office.
To pay online via PayPal using a credit card, debit card, etc., click [Pay].
To pay manually, click [Print], attach your check and return to the school office.
Click [Pay] to pay your balance or prepay for lunch.
Click [Print order] to print lunch orders
Click [Order History] to track lunches ordered.
Click [Payment History] to see past payments and how they were applied against each child.
Message on Order page: Message displayed on the Order page of Lunch Order resource.
Message Payment Page: Message displayed on the Pay page of Lunch Order resource.
Specify these details as required .
Click the Edit Price Levels link and specify the required price level details.
To add new price level:
- Click the Add New Price Level link.
- Enter the price level name in the Name field.
- Select the members/groups from the Add members/groups section.
- Set a date range using the date pickers.
- Click Add to add the selected members/groups.
- Click Done to add the price level.
To manage the price levels:
Click the Manage Price Level link.
Manage Price level Reports – To add the required price level to a specific member.
Click the Edit link to update the details.
Price level Reports – To view and update the required price level.
Click the Edit menu options link to add lunch items, order limits, and price.
Enter the details.
Click Add. The menu item is added to the item list section.
Click the Payment Configuration link.
Click the Edit link to set up the Payment Configurations.. Now you can specify the payment configuration details.
Show ‘I will pay later’ button – If you want to allow the payment to be done even after the cut-off date for a particular invoice, you can set this to ‘Yes’, and the member can see the I will pay later button on the Payment page.
Allow partial payment – If you want receive partial the payment for a particular invoice, you set this to ‘Yes’ and specify the minimum amount.
Allow payment more than due amount – If you want to receive more than the due payment for a particular invoice, you set this to ‘Yes’ and specify the maximum amount.
Click Update to save the payment configuration.
Specify the payment processor details.
Payment Type – Select one of the payment types such as Check Card, Credit Card, PayPal, and Vanco.
Processor Name – Based on the selected Payment Type, this gets automatically updated.
Convenience Fee – Specify any additional fees such as check processing fee or something similar according to the custom of the place.
Email – Your school (business) email.
Click Add to add the processor configuration.
Note: If you select Payment Type as Vanco, the Processor Configuration fields differ.
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