SchoolFunds Online Support Portal

Introduction

Managing POS devices just got easier. District users and school administrators can now assign and pair devices directly, without needing help from KEV support or implementation teams. This feature empowers users to efficiently handle device management within their Districts, streamlining the setup process.

TABLE OF CONTENTS

• Overview of Device Management
• Adding a New Device to Point of Sale Management
• Changing Device Assignment to Another School
• Pairing a Device with a Cash Drawer
• Deleting a Device from Point of Sale Management
• Where to next?
  
  

Overview of Device Management

The device management feature is available on the main landing page, allowing District users to view all devices assigned within the District. Users can add or update information for each device, including:

• Device Serial Number
• Device Name (optional)
• School
• Cash Drawer (optional)
• Device Model
• Device ID

Adding a New Device to Point of Sale Management

1. Select POINT OF SALE MANAGEMENT from the SCHOOL STORE dropdown menu on the SFO homepage.
   
   
   
2. Within the Point of Sale Management module, click on + NEW POS DEVICE to open the dialog box for enrolling a device.
   
   
   
   
3. In the dialog box, enter the device serial number, select a school from the School dropdown, select a cash drawer from the Cash Drawer dropdown (optional), enter a Device Name (optional) and update the device model if needed (PAX A920PRO is selected by default). Click Add to finish adding the device to a school.
   
   

Changing Device Assignment to Another School

1. Find the row for the specific device, click the three dots in the Details column, and then select Edit. A new dialog box opens.
   
   
2. Use the school dropdown to choose a new school to pair the device with. Press Save to confirm the change.
   
   

Pairing a Device with a Cash Drawer

1. In Point of Sale Management, locate the device to pair with a cash drawer and click the three dots in the Details column.
   
   
2. Select Edit.
3. Select a school from the dropdown menu. Once a school is selected, the Cash Drawer field becomes editable. Choose an available cash drawer for the device.
   • Drawers already assigned to another device appear greyed out and cannot be selected. The assigned device name appears beside it (e.g., Office (1) - Already paired with another device - (device name)).
     
     
   • If you do not wish to assign a cash drawer, select N/A to save the device without any cash drawer pairing.
     
     
   • To unassign a cash drawer, click the X next to the selected drawer name.
     
4. Click Save to complete the pairing process.

Deleting a Device from Point of Sale Management

1. In Point of Sale Management, locate the device to be deleted.
   
   
2. Check that there are no active transactions or pending tasks linked to this device to prevent any interruptions.
3. Check for any active transactions or pending tasks associated with this device by reviewing recent transaction logs and pending orders in Transaction Management. Ensuring no tasks are linked to the device prevents interruptions during deletion.
4. Ensure the device is unassigned from any cash drawer by following the steps in the Pairing a Device with a Cash Drawer section.
5. Click the three dots in the Details column and select Delete.
   
6. A confirmation dialog box appears. Confirm the deletion in the dialog box to remove the device from the system permanently.
   
   
7. A message will display confirming the device will be deleted. The device no longer appears in the list of devices in Point-of-Sale Management and will not connect to SchoolCash.
   
   

Where to next?

• Managing Chargebacks Using SchoolCash POS
• How to Set Up Variable Cost Items in SchoolCash POS
• SchoolFunds Online - SchoolCash POS Troubleshooting