New boarder during the school year

new boarder

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Boarders->Orders&Types of payers list of all diners (pupils/teachers/guests)

  • How to enter the orders for new boarder
    New boarder is already in Agenda. External boarder - add guest
    a) Order presets Lunch - enter the start date and best practise is also enter end of the scool year
    b) Payer type set the correct pricing of meal for boarder. Period should be the same as in order presets lunch.
    c) E Cards for pupil/employee is better to enter the number of the E-card in Agenda. For external diner enter the number here.


    Warning:
    If you are using the 'automatic suspension of orders for bad payers' functionality, remember that if a new boarder hasn't recorded any payments yet, the system will immediately interrupt their orders (according to the time and amount you have set in the settings).
    To avoid suspension immediately after setting up, first add the new boarder to the exceptions from suspension, and then set up their boarder's card.
    ** in the exceptions, 'until payment' preservation is predefined. If you use exceptions for some groups permanently, switch this setting to 'unlimited'.

    Bad payers - automatic suspension of orders by system

  • Common mistake
      => Different periods are entered for the payer type and the ordering period on the boarder's card (= when they dine).
      - Discrepancy between the entered periods can cause the system to be unable to calculate charges for the ordered days, improper normalization, and an increase in the number of orders.
      Correction:
      - On the diner's card, align the period for the payer type with the ordering period (it's important that the period for the payer type is not shorter than for the orders)

    =Helps for Canteen module