Meal Plans and Diners

• Assigning a Meal Plan to a Diner
• Applying a Credit to a Diner's Meal Plan
• Applying a Debit to a Diner's Meal Plan
• Viewing Meal Plan Balances for Diners
• Viewing Meal Plan Transactions (i.e., Activity) of a Diner
• Viewing the Diner Profiles a Meal Plan is Assigned To
• Deactivating Meal Plan for a Diner
• Disabling (i.e., Suspending) a Meal Plan in System
• FAQs
  • Is there a way to bulk assign meal plans to diners? For example, bulk assigning via people groups?

Assigning a Meal Plan to a Diner

To assign a meal plan to a diner, complete the following steps:

1. Open the diner profile.
   
   
2. Ensure the POS Meal Plan tab is selected.
   
   
3. Click the Assign a New Plan button. The Assign Meal Plan pop-up appears. 
   
   
4. Enter or select the following:
   • Meal Plan Policy - select the meal plan. If the desired meal plan is not available, then it indicates that the diner and meal plan do not share the same diner category (to make the diner category assignments, see Working with Diner Profiles and the appropriate creating a meal plan topic).
   • Start date - select when the plan becomes active.
     
     
5. Click the Assign button. The pop-up closes and the newly-assigned meal plan is listed for the diner with its balance in the Available Balance column.
   
   Note 1: If the meal plan was configured to be pro-rated, the adjusted balance is shown.
   Note 2: If the diner was already assigned a meal plan, then that meal plan is suspended for the diner, and the newly-assigned meal plan is made active. 
   
   
6. If the meal plan is a prepaid meal plan (i.e, one-time meal plan), then the next step is to add a credit amount to the meal plan. See Applying a Credit to a Diner's Meal Plan below.

Note: A diner can only be assigned a single meal plan. If you assign a meal plan to a diner who already has a meal plan, that original meal plan will be deactivated for the diner. 

Applying a Credit to a Diner's Meal Plan

For a prepaid meal plan (i.e., one-time meal plan) that is assigned to a diner, you must manually credit the meal plan.

For a standard meal plan (i.e, one that resets), you can manually apply a credit, which is useful in case of a discrepancy or error with the points/dollar amount during a transaction, or if the diner accidentally overpaid at the time of transaction.

To manually apply a credit to a diner’s meal plan, complete the following steps:

1. Open the diner profile.
   
   
2. Ensure the POS Meal Plan tab is selected. 
   
   
3. Click the Credit button of the meal plan. A pop-up appears allowing you to enter the credit amount.
   
   
   
   
4. Enter the amount in the Amount field. Enter any applicable comments in the Comment field.
   
   
5. Click the Credit button, and then click OK to the confirmation message that appears. You are returned to the Diner Information screen.
   
   
6. Refresh the screen to see the updated amount in the Available Balance column of the Meal Plan section. 

Applying a Debit to a Diner's Meal Plan

There is the ability to manually apply a debit to a diner’s meal plan. This is useful in case of a discrepancy or error with the points/dollar amount during a transaction, or if the diner accidentally underpaid at the time of transaction.

To manually apply a debit to a diner’s meal plan, complete the following steps:

1. Open the diner profile.
   
   
2. Ensure the POS Meal Plan tab is selected. 
   
   
3. Click the Debit button. A pop-up appears allowing you to enter the debit amount.
   
   
   
   
4. Enter the amount in the Amount field. Enter any applicable comments in the Comment field.
   
   
5. Click the Debit button, and then click OK to the confirmation message that appears. You are returned to the Diner Information screen.
   
   
6. Refresh the screen to see the updated amount in the Available Balance column of the Meal Plans section.

Viewing Meal Plan Balances for Diners

To view the meal plan balance for a diner: 

1. Click People Management > People. The Diner Management screen appears listing existing diners.
   
   
2. For diners with an assigned meal plan, the current balance is listed in the Meal Plan column.
   
   
   
   Note: You can also see a meal plan balance for a diner by clicking Manage Diner button, and then clicking the POS Meal Plan tab. 

Viewing Meal Plan Transactions (i.e., Activity) of a Diner

To view the transactions (i.e., activity) made on a meal plan by an individual diner, complete the following steps:

1. Open the diner profile.
   
   
2. Ensure the POS Meal Plan tab is selected. 
   
   
3. For the meal plan whose transactions you want to view, click its View Activity button. The Transaction History screen appears, listing individual transaction records made under the meal plan. A transaction record contains the following:
   
   
   • Date and time of transaction
   • Unique transaction ID
   • Ticket ID
   • Type of transaction
   • Meal period (breakfast, lunch, dinner)
   • POS location
   • Notes that may have been entered when the transaction occurred
   • Amount of credit or debit
   • Account balance
     
     
4. If required to export the onscreen information to an Excel®, you can do so via the Export to Excel button. 

Viewing the Diner Profiles a Meal Plan is Assigned To

To view the diner profiles a meal plan is assigned to:

1. In Touch Admin, select People Management > Meal Plans. The Meal Plans screen appears.
   
   
2. Click the Accounts button for the meal plan whose diners you want to see are assigned. The Meal Plan screen appears listing the diner profiles (aka accounts) who are assigned to the meal plan.

Deactivating a Meal Plan for a Diner

To deactivate a meal plan for a diner, complete the following steps:

1. Open the diner profile.
   
   
2. Ensure the POS Meal Plan tab is selected. 
   
   
3. Click the Deactivate Plan button for the meal plan to be deactivated. The plan is deactivated and the Status column displays Suspended. 

Disabling (i.e., Suspending) a Meal Plan in System

A meal plan can be disabled (i.e., suspended) in the system. Doing so will immediately prevent all diners who are assigned the meal plan from using that meal plan. When a meal plan is disabled, it cannot be re-enabled. 

1. In Touch Admin, select People Management > Meal Plans. The Meal Plans screen appears.
   
   
2. A currently-enabled meal plan appears with the Disable button. To disable the meal plan, click its Disable button. A confirmation message appears. 
   
   
   
   
3. Click OK. The meal plan is suspended. 

FAQs

Is there a way to bulk assign meal plans to diners? For example, bulk assigning via people groups?

No. At this time there is no client-facing method to bulk assign meal plans to diners. However, there is a method for MealSuite Support to bulk assign meal plans if needed. Please contact MealSuite Support to perform a bulk assignment of meal plans. If you are MealSuite Support, see the following internal article: Bulk Assigning Meal Plan to Multiple Diner Profiles (INTERNAL).