Business Office Manager
This guide outlines how to manage senior living deliverables, reporting, adding new customers, meal plans, and people information. It provides instructions for tracking deliverables, generating essential reports, managing customer data, and maintaining meal plan details to ensure efficient operations.
Overview
SI 360 is a comprehensive Point of Sale (POS) solution designed to streamline the customer experience. It allows users to book seats, place orders, manage takeout, and process payments with ease. The system simplifies operations, making it ideal for efficient service in hospitality settings.
Managed by ServingIntel 360 Team
This Topic Includes:
People information
Meal Plan
New Customer
Senior Living Deliverables
Adding New Customer
Managed by ServingIntel Cloud Control Team
#strategic
Date Published: July 18, 2024
Date Published: July 18, 2024
Date Updated: June 26, 2025
Version: 2025.2.5
1. Go to “People”, then “People Info.”
2. Choose “Add New.”
3. Select “Customer” as the user type. Fill out all details, then click “Save Changes.”
4. Once you see the newly created customer account, click the edit button.
5. Under People Information, go to the Resident tab.
6. Scroll down and verify if there’s a meal plan assigned. Then, click “Update.”
7. Next, go to the “Attributes” tab, and verify if the customer has restrictions toward specific allergens. Then, click “Update.”
With the new version 24.11.5.1 update, you can now check the customer transaction activities and finance.
8. Open the “Transaction Activity” tab. Select the start and end dates or filter using the Date Range option, then click Search. The system generates all transaction activities within the selected timeframe.
The records will show here if any are available.
9. Next, click on the Finance tab to check or update Credit Limit, Available Credit, and Running Balance.
- Credit Limit: The maximum amount of credit assigned to an account.
- Available Credit: The remaining credit balance after current usage.
- Running Balance: The ongoing total of all transactions on the account.
Then, click Update to save the changes.
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