Canteen

Canteen

Overview

The Canteen module allows you to have students, staff and parents placing Canteen orders online via their Compass portal and via the Compass App.  It also allows you to have a cashless canteen POS with students/staff using their Compass ID cards to pay for purchases.  Parents are able to top up their child's card via an option in the parent portal. For schools with a Kiosk (not the KioskLite), student/staff ID card top-ups can be done on the Kiosk.

You can have a range of menus, customise your ordering timelines and categorise items available.  

For information on managing Canteen menus please refer to the 'Canteen Administration' article from our Knowledge Base.

For information on how Parents and Students use this feature, please see the article 'Student Canteen Orders'.

Permissions

There are three possible staff permissions for the Canteen module:

CanteenUser - this gives staff access to the Canteen page under the Community menu.  From this page staff are able to place their orders.  It will also give staff access to place orders via the App.

CanteenPower - this gives staff access to Canteen Management under the Organisation menu.  Here they can create/edit and manage the available menus for the Canteen.

CanteenAdmin - this gives staff the same access to Canteen Management as the CanteenPower permission however it provides the additional ability to place orders on behalf of others from the Canteen Management page.

Placing an Order as a Staff Member

Staff Portal

To order via your Compass portal, go to the Community menu and click 'Canteen'
     

You will be taken to the dashboard.



Click 'Get started' or 'Place Order'
Select yourself and click 'Next'.
     

Select the date and then if more than one menu is available for that date, select the menu you want to order from.  Click 'Next'.
     

Click 'Add Item' to add items to your order.
     

You can see a summary of your total as you add items.  You can also adjust the quantities of added items, removing them with the associate '-'

You can use the search function to locate an item.  When you have finished adding items to your order, click 'Proceed to Review Order'.

     

When reviewing you can click the '-' to remove an item.  You can also type in some specific information in the 'Special Instructions' field if you need.
When you have finished reviewing your order, click 'Add Order'.
     

This will update your cart and take you back to the start of the ordering screen from where you can proceed to create another order for another day (or from another menu) before proceeding to pay for all orders you are placing.
     

When you have finished creating orders, click the 'Confirm and Pay' option to proceed.
This will open the payment screen.  If you have an available Compass Balance (your staff ID card has been topped up with an amount), you will see the total available.  You can click the little arrow to select to pay via credit card instead of your Compass balance.  If selecting credit card, you will be prompted to enter your card details.
     

When you have chosen your preferred payment option (Compass Balance or Credit Card), click 'Process Payment' to proceed.

On the Canteen page you can click to the 'My Orders' tab to view your upcoming or past orders.
     


To cancel an order, locate the order on your Upcoming tab and click the cancel option.  

Please Note: Orders can only be cancelled if this is done by the set cancellation time.  The refunded amount will be added to your Compass Balance generally within one Business Day of the cancellation.


Compass App

To place an order via the Compass School Manager App, open the App on your device and click More menu (three stripes icon) option.  

In the list, click 'Canteen'.

     

The Canteen screen has three tabs, Dashboard, Place Order and My Orders.  You can click the tab headers to go to it or swipe across to move between tabs.

The Dashboard tab will show you any upcoming orders.

To place an order, move to the Place Order tab.  Click 'Select Date' and choose the date you want to place your order for.

                       

Choose from the available menus on that date which menu you would like to create an order from.

     

Scroll through the available items and click on the one you would like to add to your order.  Adjust the quantity and then click 'Add Item'.  Continue adding items from the menu until you have added all you require.  At the bottom you will see the summary showing the number of items and the total.  Click 'Add Order' to proceed.

                       

On the order summary screen you can click 'Add Special Instructions' to add notes to your order.  You can click 'Create another order' to order for another day or from another menu.  If you have multiple orders listed, clicking 'Remove' for a particular order will remove it from your cart.  When you are ready to pay for your order, or batch of orders, click 'Proceed to Checkout'.

     

By default the payment method will be your existing Compass Balance, you can choose to add a credit card and use that as your payment method.  Select your payment method and click 'Pay' to complete the process.

     

You can swipe to the 'My Orders' tab to view your past and upcoming orders.  You can click an order to view the details.

     

To cancel an upcoming order, click into the order and then click 'Cancel Order'.
Please Note: Orders can only be cancelled if this is done by the set cancellation time. The refunded amount will be added to your Compass Balance generally within in one Business Day of the cancellation.

     

Topping up your Compass Balance

Staff can top up their Compass Balance either via their Compass Portal or via the Kiosk if you have one at your school.  If your school does not have a Compass Kiosk and you would like further information on their functionality, please contact our Support Team via support@compass.edu.au.

Top Up via Portal

To top up your Compass Balance via the portal, login to Compass and click the cog menu item, choose 'My Payments'.
This is the Wallet page and you will see your current Compass Balance and options to create automatic top-ups or to complete a once off top up.

Choosing the Auto Top-up will allow you to set the amount you want the top up to be and what amount your Compass Balance needs to be when the top-up is triggered.  You can add a credit card (or more than one) and then choose the credit card the top-ups will be charged to.

     

If you want to do a once-off top up, click the option, choose the credit card the top up will be charged to and select your amount.

     

Top up via Compass Kiosk

To top up your Compass Balance via the Kiosk, swipe your staff Compass ID card at the Kiosk and select the 'Compass Credit' option and follow the prompts on the Kiosk screen to top up your balance either via credit card or cash.

Please Note: The Kiosk does not issue change.

Student Bulk Orders

When enabled, staff with the CanteenBulkOrdering permission are able to create bulk orders on behalf of students.  This can be useful if managing students who may be coming to school without lunch.  
Depending on the settings the school has enabled, the staff member can have the option to charge the cost onto the parent/student's Compass balance or to the school.

Note: To adjust the school's settings for bulk order charges, go to 'Canteen Management' under the Organisation menu (grid icon) and click the 'Settings' button.



To use Bulk Orders, on the applicable class page, click 'Student Meals'. 



This will take you to the 'Bulk Orders' tab of the Canteen page.  Here you can select the date to view,  the relevant menu and then filter to view which students already have an order.  



You can then generate orders for the applicable students in bulk and apply the charges according to your school's policy.


Refunds for Schools who do not have Wallet enabled.


If your school does not use the Wallet feature and orders are cancelled, you will need to login to your school's CompassPay account and click the refund option for each specific transaction pertaining to a cancelled order to ensure the refunds are processed.

    • Related Articles

    • Canteen POS

      Overview The Compass Canteen point-of-sale (POS) system works within the Canteen module and allows for school users to create and pay for orders on a simple touch-screen terminal. Similar to our Compass KioskLite devices, the POS integrates schools ...
    • Canteen Administration

      Overview The Canteen Management page is located under the Organisation menu (grid icon) and is where menus are are generated and orders managed. For information on how staff can make orders, please refer to the 'Canteen' article from our Knowledge ...
    • Student Canteen Orders

      Overview Students and Parents can use the Canteen module to order and purchase canteen food. The menus available to order from are dependent on the year level accessibility settings for each menu (please refer to the 'Canteen Administration' article ...
    • Shop

      Overview Shop is a feature of the Canteen module that can be used to set-up an online sale/ordering system for other school services like Uniform shops, Mother's day stalls etc. Schools can have multiple Shop menus to cater for the various types ...
    • Compass Identity Cards

      Overview Compass identity cards are Mifare 1k RFID-chipped cards specifically designed for Compass software. They can be used for several functions in schools with CompassIdentity enabled. These functions include student identity cards, library ...