For information on how staff can make orders, please refer to the 'Canteen' article from our Knowledge Base.  For information on student orders, please refer to the 'Student Canteen Orders' article.

Permissions

To access the Canteen Management page, staff require either the CanteenAdmin or CanteenPower permission.

For information on permissions in Compass, please refer to the 'Permissions' article from our Knowledge Base.

Canteen Management Page

The page will show you any menus that have been created at your school.  You can click the title to go into the menu and manage items.  You can click the edit pencil icon to edit the details for the menu. You can see in the Status column if a menu is in 'Draft' or 'Published' form.  If 'Published' it means it is accessible from the ordering screen.

     

Create a Menu

To create a new menu, you can use the page icon to duplicate an existing menu.  This allows you to use a current menu as a starting foundation.

Alternatively you can create a new menu from scratch by clicking the 'Add Menu' option.

     

Fill in the details for your new menu.

     

 

When you have added all the information, click 'Save'.

You will then see your menu in the list.  Click the title to go into that menu where you can begin to add items.

     

Menus

When clicking into a menu, you will see a series of tabs. 

     

Menu Items Tab

On this tab you can add and manage items available for this menu.

Please Note: You cannot add items until you have at least one 'Tag' created.  Please see the section on the 'Tags' tab for details on this.

To add a menu item, click the 'Add Menu Item' button.  A pop-up will show for you to fill in details about the item.

     

   
To upload an image for the item, click the image area and choose the image file from your device to upload. 

When you have completed the information, click 'Save' to have the item added to the menu. 

To edit an existing item, click the edit pencil icon, make your changes and click 'Save'. 

To edit the image of an item, click the edit pencil icon to open the item, double-click the image area, select the image file from your device and upload.
To remove the image of an item, click the edit pencil icon to open the item, click the image area and click 'Remove'.

To archive items from the menu, select the item (or items) and click the 'Selected' button, then choose 'Archive'.

Tags Tab

On this tab within the menu you can set up 'Tags' which are essentially ways to categorise and label food.

Please Note: Each menu item must have at least one Tag so please ensure you set up your Tag or Tags before attempting to add items to the menu.

      

To add a Tag, click the 'Add Tag' button.  In the pop-up give the Tag a name and then tick the applicable box to define the Tag as a Category or an Attribute.

     

Defining the Tag as a Category will sort any item that has that Tag associated into that Category when being located on the Canteen's POS machine i.e. You could create a Tag for 'Hot Food' and set it as a Category.  Any menu item you then add this Tag to will show as an option under the Category of 'Hot Food'.

Defining the Tag as an Attribute means any menu item with this tag will show that information i.e.if you have a Tag for Vegan, you can set the Tag as an Attribute.  Any food item you then add the Vegan Tag to will display the information that the item is Vegan.

     

To edit an existing Tag, click the associated edit pencil icon, make your change and then click 'Save'.

To archive a Tag, select the Tag (or Tags) in the list and then click 'Selected' and choose 'Archive'.

Availabilities Tab

This tab is where you can add the date or dates that this menu is available.  

     

To add Availabilities, click the 'Add Availability' button.

     

        

     

     

     

        

Orders Tab

This tab allows you to view and manage orders.

Select the date to view the orders placed.

     

Click the icon for the order to view details.

     

To manage items within an order, select the item (or items) and click 'Selected' then 'Cancel Selected Item'.

     

You can then enter a reason. 

     

Click 'Close' when you have finished.

To manage orders, select the order or orders, click 'Selected' and choose from the available status options.

     

If you have to cancel a specific menu item across any orders it is in for that date, select all the orders, click 'Selected Orders' and choose 'Bulk Cancel Order Items'.

You can then choose the item or items you need to bulk cancel and add the reason.  This is useful if you run out of stock for an item.

     

Users who have orders with a cancelled item will see a red dot on their upcoming order to indicate a change.

     

They can click into the order to view the details.

Please Note: Any items within orders, or overall orders cancelled by Canteen Administration will cause a refund to be processed to the user who placed the order's Compass Balance.  The refund should be visible within 1 Business Day.

     

If you need to locate specific orders, you can use the 'Advance Filter' option.

     

This will allow you to filter the orders in a range of ways.

     

Clicking the 'Selected Dates' option will give you access to generate some reports relating to the dates you have selected.

     

Reports Tab

The Reports tab within a menu allows you to view/export data based on your selected date range.

     

Example: Transaction Summary

     

Ordering on behalf of others

Staff with the CanteenAdmin permission can place orders on behalf of other users if required.

To do so, go to Canteen Management under the Organisation menu.  Click 'New Order' and choose the applicable user type.

     

In the pop-up, type the name of the person who you are placing the order on behalf of.  This will then take you to the Canteen ordering page where you can select that user as the person the order is for and then follow the standard ordering process.

When you get to the payment step, you will see the person's available Compass Balance.  You can choose to pay via this or, if it is a staff/parent, they can provide you with credit card details to be entered on their behalf.