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March 11, 2025 - Admin Changes for POS

Kevin U
  • Updated

On March 11, 2025, the following POS admin changes were released:

New Meal Plan Spending Breakdown Report (Replaces Monthly Meal Plan Balance Report)

The POS Monthly Meal Plan Balance report has been updated to no longer be limited by monthly meal plans, and as such has also been renamed to the Meal Plan Spending Breakdown report. 

The report allows you to select any date range to display a daily summary of a diner's meal plan spending by meal (Breakfast, Lunch, and Dinner), with totals for each day across a selected date range.

meal_plan_spending_breakdown.png
(Internal reference: POSV3-2942)

Payment Transactions Report has option to include Meal Plan Transactions

The Payment Transactions Report now has an option to include meal plan transactions.

payment_transactions_report.png

(Internal reference: POSV3-938)

Points Meal Plan with Max Item Coverage

For a points meal plan with a maximum items coverage type, the following check box has been introduced: Do not allow diner to exceed quantity amount. With this check box the following scenarios can now be covered: 

  • If you want customers to be able to exceed the max item limit by paying for the extra items, then leave the Do not allow diner to exceed quantity amount check box unchecked.

  • If you don't want customers to exceed the max item limit, then select the Do not allow diner to exceed quantity amount check box. This is for a facility that has unpriced items, and it does not want customers to exceed the max limit amount. For example, assume the maximum item for the entrée category is 2. If a resident exceeds two entrée dinner items, then on the POS front-end the diner will be prevented from obtaining those extra items. 

    max_items.png

    (Internal reference: POSV3-2909)

Update to POS Reports Screen

The POS Reports screen in the Touch Admin software has been updated with a re-order of the reports, and newer descriptions. 

POS_reports.png
(Internal reference: POSV3-2380)

Export to Excel® when Viewing a Diner's Meal Plan Transactions

When viewing the meal plan transactions for a for a diner (i.e., view activity), there is now the ability to export the information to an Excel file via the Export to Excel button. 

export_to_excel_view_activity.png
(Internal reference: POSV3-2379)