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What’s new?
Schedule your upgrade » What’s new?
*If you have any ideas or suggestions for new features, or wish to vote and provide feedback on potentially upcoming items, please use our product roadmap portal. In this latest version of Fusion, the following changes have been made: Headline…
Allergens, dietary & restrictions
Back Office » Users » Adding/editing users » Allergens, dietary & restrictions
The Allergens, dietary & restrictions tab is the area where you can view and update a user’s allergies, apply restrictions, and set a dietary message. Allergens Fusion has a list of the 14 allergens recognised by the UK Food Standards Agency. Applying an…
Make an order
Pre-order kiosk » Make an order
The next few pages discuss the process that the user will need to follow to make an order using the kiosk. Opening your account Choose pre-order period Select your items Multi-part items Confirming your order
Applying discounts
Point of Sale » Performing a sale » Applying discounts
Occasionally, you may wish to discount an item(s) in a transaction. Fusion allows for discounts to be created and then applied to transactions. *For information on how to create discounts, visit the Discounts, Managing discounts, and Adding discount buttons to a menu…
Troubleshooting the kiosk: “Kiosk Currently Closed”
Pre-order kiosk » Troubleshooting the kiosk: “Kiosk Currently Closed”
Occasionally the kiosk will display a screen that says that “The Kiosk is currently closed” (like the one below) that indicate that there may be an issue with the kiosk. These are usually pretty minor and require no user intervention before the kiosk…
Linking PLUs to Pre-order Menus
Back Office » Layouts » Pre-order layouts » Adding Pre-order periods » Linking PLUs to Pre-order Menus
Once a menu has been created you will need to add items to sell against them. There are two methods you can use. You can simply add a standard PLU to a menu or you can add a lead through. Linking a PLU to a Pre-order menu Select the PLU you wish to link to a menu…
Linking PLUs to Smart board Menus
Back Office » Layouts » Smart Board layouts » Adding Smart board Periods » Linking PLUs to Smart board Menus
Once a menu has been created you will need to add items to sell against them. There are two methods you can use. You can simply add a standard PLU to a menu or you can add a multi-part item. Linking a PLU to a Smart board menu Select the PLU you wish to link to a…
Adding/editing PLUs
Back Office » PLUs » Adding/editing PLUs
Adding a new PLU When you start selling a new product to your users, you will first need to add it to the system. This is achieved by using the process below: Press the Add PLU button. Configure the PLU as required. *The details required for a PLU are covered…
Allergens, Diets, & Restrictions
Back Office » PLUs » Adding/editing PLUs » Allergens, Diets, & Restrictions
As discussed earlier in the Allergies, dietary & restrictions within the Users section of the manual and also within the Restrictions section, you can prevent users from purchasing products where the product has been flagged as containing an allergen that the user is…
Adding Discount buttons to a menu
Back Office » Layouts » Point of Sale layouts » Editing a PoS layout » Creating and editing menus » Adding items to menus » Adding Discount buttons to a menu
Before discounts can be used by the operators at the Point of Sale, buttons need to be added to the layout. When the operator presses these buttons, the discount will be applied to the selected item(s). There are two methods of adding discounts to the layout and the…
Layout properties
Back Office » Layouts » Point of Sale layouts » Editing a PoS layout » Layout properties
At the top of the layout designer, the properties of the layout are accessed. Alter these values as required. Name: The name of the layout. Start date: The date from which the layout will become active. Columns: The number of columns on the layout. Rows: The…
Opening times: 00:00 – 00:00
Pre-order kiosk » Troubleshooting the kiosk: “Kiosk Currently Closed” » Opening times: 00:00 – 00:00
The kiosk is configured with opening times. Only during these times can the kiosk be used to place orders and outside these times the following screen will be displayed. Solution If the times displayed by the kiosk are correct, wait until the time when the kiosk…
Basic details
Back Office » Users » Adding/editing users » Basic details
The basic details tab stores some more details about the user such as their Account type and Year / Class information. Field Required Description User type Yes The user type that the user will belong to. This affects some…
Allergens
General » Allergens
The allergens functionality in Fusion has been enhanced to offer a more robust method of protecting users from purchasing items that contain allergens that they are allergic to. Previously schools were free to create and manage a list of ‘Restrictions’…
Emailing a Report
Back Office » Reports » Emailing a Report
Fusion allows users to send an email containing individual reports. This provides a quick way to send a report to an interested party. How to send a report via email Open and view a report from the list. To see how to view reports click this link. To send the…
Prices
Back Office » PLUs » Adding/editing PLUs » Prices
A single item can have multiple prices depending on what price band the user is in. Prices may also change over time. Using this screen we can simply input the price for the item in the grid. Each item can also have a ‘Cost price’ associated with it.…
Restrictions
Back Office » System settings » Restrictions
Restrictions can be used to stop users from purchasing items that you do not want them to purchase. This is similar to when a user has an allergy, however, this can be used to restrict the sale of items for other reasons. For example, if you have a user whose parents…
Vending
Back Office » Vending
Certain vending machines can be integrated directly into Fusion, allowing users to purchase items using the cashless account. As part of your installation, an engineer will configure your vending machine for use with the system. After this point, you may need to…
VAT codes
Back Office » PLUs » Settings » VAT codes
On each sale, VAT will be calculated for reporting purposes depending on which VAT code is to be used for that transaction. Typically the ‘Zero’ VAT code will be used when a student makes a purchase and the ‘Standard’ (currently 20%) will be…
Performing a sale
Point of Sale » Performing a sale
Once logged in, you will be presented with the ‘Waiting for a customer’ prompt. This prompt will display the methods that a user can use to open their account. For example, if a customer can use a card, the card icon will be displayed. *The login method(s) that…
There are no periods available for pre-order
Pre-order kiosk » Troubleshooting the kiosk: “Kiosk Currently Closed” » There are no periods available for pre-order
The kiosk can only be used when there are upcoming periods that are available for a user to order for. For example, if the kiosk is configured to only allow ordering for today, when all pre-order periods for today have already passed, this screen will be displayed. …
Adding/editing users
Back Office » Users » Adding/editing users
Users can easily be added or edited in Impact Fusion. Adding a new user To add a new user, simply press the Add New User button located in the top-right corner of the users screen. !If your Impact Fusion is connected to an MIS system (SIMS, CMIS, SEEMIS etc.),…
Finishing the sale
Point of Sale » Performing a sale » Finishing the sale
Once all of the required items have been entered, you need to complete the sale by simply pressing the green Finish transaction button in the bottom right-hand corner or the screen. After pressing Finish transaction, you will be returned to the ‘Waiting for a…
Layouts
Back Office » Layouts
Layouts are how the system displays the products to the user. There are currently two types of layouts that Fusion utilises; Point of Sale This layout displays products to the operator on the Point of Sale. It is typically split into menus that group similar items…
Primary school Operation
Point of Sale » Primary school Operation
Fusion allows for the Point of Sale to be ran in a simplified version that is more suitable for use in primary schools. PoS operators will be presented with the screen to search for users from start up, with this being particularly useful in primary schools as pupils…
Internet payments
Back Office » Internet payments
The internet payments section of Fusion allows users to connect a payment provider to the Fusion system, providing integration between online systems and the Fusion cashless system. This allows parents to add funds and make payments, and in some instances choose…
Opening a user account (Facial Recognition)
Point of Sale » Performing a sale » Opening a user account (Facial Recognition)
User accounts can now be opened at the PoS using facial recognition. This allows for a safe, secure way to open a user’s account. *When facial recognition is enabled at the PoS, the feed from the PoS’s camera will now be visible on the ‘Waiting for…
Adding items to menus
Back Office » Layouts » Point of Sale layouts » Editing a PoS layout » Creating and editing menus » Adding items to menus
Multiple types of objects can be added onto a menu. This obviously includes buttons that are used to sell products, but also buttons for other menus and even text and images. Selecting a menu and weeks/days Before you can add items to a menu, you need to select…
Managing discounts
Back Office » PLUs » Discounts » Managing discounts
As schools will use a variety of discounts, rather than providing generic discounts and the operator entering the amount at the PoS, Fusion allows schools to create and manage the discounts that they require. This method also allows for better reporting, as you can…
Allowances & limits
Back Office » Users » Adding/editing users » Allowances & limits
The Allowances & Limits tab allows you to configure a user’s individual spending limits and set their Free Meal – or Supervisor for staff – allowance. Section Field Description Spending Limits Set daily limit …
Price bands
Back Office » PLUs » Settings » Price bands
Price bands represent what user types will be using VAT codes. The default setup would usually consist of Students using a Zero VAT code, Staff and Community using a Standard (20%) VAT code. Adding a Price band Press the Settings and select Price bands. Press…
Adding a Lead through to the Pre-order menu
Back Office » Layouts » Pre-order layouts » Adding Pre-order periods » Adding a Lead through to the Pre-order menu
A lead through is an item you can add to the Pre-order menu that has a string of other sub-menus and PLUs within it. You could use this to create a main item of “Build a Sandwich” and add sub menus like “Bread Type”, “Fillings”…
Functions during a transactions (User)
Point of Sale » Functions during a transactions (User)
Functions available when performing a sale Numerous additional functions become available when a transaction is in progress at the PoS. These are accessed by pressing the Functions button on the bottom right of the screen during a transaction. This opens up a new…
Revaluation units
Back Office » Revaluation units
The revaluation units (often referred to as Revaluers or Revals) are the metal boxes that the users use to manually top up their cashless accounts. We can control these machines through the Impact Office. This allows us to Start/Suspend them, empty them, and even view…
Facial Recognition
Back Office » Users » Adding/editing users » Facial Recognition
Facial recognition within Fusion allows users to quickly and securely open their accounts without the need to physically touch anything. This provides a safe, easy to use alternative to the traditional methods of accessing accounts. Configuring a user for facial…
Customising your dashboard
Back Office » User interface » Customising your dashboard
As mentioned in the previous section, the dashboard is unique to each user. This means that you can customise it to how you like. For example, if you want a certain tile to be more prominent, make it bigger and change its colour. Any changes that you make will only…
Logins
Back Office » System settings » Logins
The logins screen allows us to configure which people can log into the system and what credentials they can use. Here we can also assign security roles to the users so they only have access to the parts of the system that they are authorised to. Creating a new…
User labels
Back Office » System settings » User labels
User labels allow us to create and apply labels to user records in Fusion. These labels can then be used to more easily manage groups of users. This is particularly useful for adding ad hoc allowances to multiple users, even if the users have different user types. An…
Basic details
Back Office » PLUs » Adding/editing PLUs » Basic details
The basic details tab is where we enter the details of the product, such as what the product is and what group it belongs to. The table below covers each of the fields: Field name Required? Description Is active No Is this item…
Add sales (Family dining)
Back Office » Add sales (Family dining)
The Add sales or “Family dining” function allows schools to provide a set meal choice for all users, and to charge the users without the user being required to go to a Point of Sale. !The Add sales tile must be added to the dashboard to use this…
Changing prices
Back Office » PLUs » Adding/editing PLUs » Changing prices
As we discussed in the Price lists, Fusion stores prices for each product on the system in Price lists. When the price of an item is to be changed, we will update the price list with the new price. Price lists give us the flexibility of making the change now, or for a…
Account Overview
Back Office » Users » Adding/editing users » Account Overview
User details After clicking either Add New User or Edit user, you will be taken to the User details screen. If you are adding a new user, all of the fields will be blank whereas if you are editing an exisiting user, this screen will be populated with the selected…
CSV export
Back Office » System settings » CSV export
This function allows the creation of a CSV file via an SQL query and to schedule the output to happen automatically. If you want to perform an export of users and their balance to a CSV to be used by a third party, you will be able to. How to create an…
Nutritional details
Back Office » PLUs » Adding/editing PLUs » Nutritional details
The full nutritional details of a product can be stored against each product. This information will be presented to users using the pre-order kiosk (and later Fusion Online) which will allow them to make an informed decision when making pre-orders, and also assist the…
Editing a PoS layout
Back Office » Layouts » Point of Sale layouts » Editing a PoS layout
The layout designer allows for the creation of customised layouts. The layouts can be as simple or as complicated as you require. *The functions of the layout designer have been broken down and split into their own sections. Only the most common/simple features are…
Schedule your upgrade
Schedule your upgrade
!This version of Fusion is now end-of-life and we would like to upgrade your system to the latest version for free as part of our software-for-life promise. The newer version of Fusion includes many new features and bug fixes to make your operation of the system…
Security roles
Back Office » System settings » Security roles
The Security roles section enables the school to configure different levels of user login. This means that the school can limit certain functions of the system only to users who are authorised. For example, the school may wish that members of the…