Test Guide: Testing PrimeroEdge POS Functionality
Overview Use this guide to test a PrimeroEdge POS terminal with both Cashier and Manager logins. All test sessions are then reconciled on the server. Tasks 1 Login Double-click the PrimeroEdge POS icon In User Name, enter (username with Cashier role). In Password, enter (appropriate password). Page 1 of 17
2 Open POS On the POS Menu screen In School, note the name. In Terminal, note the name. On the Open POS screen Leave Total Opening Balance as $0.00. Page 2 of 17
3 Test New Student On the POS Menu screen Click Page 3 of 17
In the Select Menu popup Click Lunch. Click Thursday. Select a menu listed in the Select Menu dialog (the example shows only one menu name). A warning message dialog appears. This same warning message appears between each transaction. Page 4 of 17
The menu grid is loaded (colorful buttons with menu items). On the POS screen Page 5 of 17
You should see the generic Male and Female icons in the student information area of the screen. Serve several items by using the buttons in the menu grid. Make sure that the selected items appear in the list area. Make sure that the total amount appears in Cash Due. On the POS screen 4 Test Visitor, Program Adult and Staff Repeat Step3 using each of these buttons: Page 6 of 17
5 Test Student Name Lookup On the POS screen In the Look Up popup In the list of names, select one patron name. Page 7 of 17
Repeat the procedure from Step 2 where items are selected and the display of the items and the total amount is verified. Select in the Void confirmation message dialog to discard the items. 6 Test Student ID Lookup On the POS screen Page 8 of 17
In the Look Up popup Click a patron name to display a tooltip with the student ID. Note/write down the student ID. On the POS screen In Enter PIN, enter the student ID that you wrote down in the previous step. The student data populates the Student information fields. Page 9 of 17
Repeat the procedure from Step 2 where items are selected and the display of the items and the total amount is verified. Select in the Void confirmation message popup to discard the items. Page 10 of 17
7 Test Payments On the POS Menu screen In the Look Up popup In the list of patron names, select one name. Page 11 of 17
On the Payments screen: Verify that the student information loaded correctly. 8 Close POS On the POS Menu screen Page 12 of 17
On the Close POS screen Leave all fields set to 0 (zero). On the POS Menu screen Verify that Session Status is Closed. Clic. Page 13 of 17
9 Reconcile Test Session no Server In the Primero Login popup In User Name, enter (username with Manager role). In Password, enter (appropriate password). On the PrimeroEdge screen: Click the Point of Service module tab. Click the Administration menu name to expand the menu. Click Reconciliation on the Administration menu On the Reconciliation screen In Site Code or Site select the site that you used during testing. In From and To, enter or select today s date. A list of all POS test sessions for that site are displayed. Page 14 of 17
In the list of Sessions: Make sure that ONLY YOUR TEST SESSIONS ARE CHECKED in the A/R column. Remove the check box for any sessions that are not your test sessions. Repeat this step for each site that you included in the testing. When all sessions for all sites have been reconciled Click Logout. Page 15 of 17
Checklist Done Activities Login POS Open POS Test New Student Test Visitor, Program Adult and Staff Test Student Name Lookup Test Student ID Lookup Test Payments Close POS Reconcile Session Logout Page 16 of 17