master app product manual
TRANSCRIPT
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iPadPointofSale
ProductManual
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Summary 4
CreatingOrders......................................................................................................................4
OrderScreen................................................................................................................................................................................5
Menu................................................................................................................................................................................................7
AddingItems......... ......... .......... .......... ......... .......... .......... ......... .......... ......... .......... .......... ......... .......... ......... .......... .......... ......... ....8ItemsList....................................................................................................................................................................................10
FinancialSummary.................................................................................................................................................................12
ActingontheOrder................................................................................................................................................................14
AllAboutItems.....................................................................................................................17
Modifiers.....................................................................................................................................................................................18
DiningOptions..........................................................................................................................................................................19
DiscountItem(seeDiscountsbelow)......... .......... ......... .......... ......... .......... .......... ......... .......... ......... .......... .......... ......... .20
Remove/AddTax(SeeTaxesBelow).............................................................................................................................20
PayingfortheOrder.............................................................................................................21The‘CashRegister’.................................................................................................................................................................22
PaymentOptions.....................................................................................................................................................................22
Tips................................................................................................................................................................................................23
Receipts.......................................................................................................................................................................................23
PrintingOptions........................................................................................................................................................................24
Closingtheorder.....................................................................................................................................................................24
Taxes....................................................................................................................................24
ItemSpecificTaxes.................................................................................................................................................................24
Hot/ColdTax.............................................................................................................................................................................24
RemoveTax...............................................................................................................................................................................24
Discounts..............................................................................................................................24
Voids....................................................................................................................................25
Exchanges.............................................................................................................................26
Refunds................................................................................................................................26
Orders(Recalling).................................................................................................................27
HeldOrders......... ......... .......... .......... ......... .......... ......... .......... .......... ......... .......... ......... .......... .......... ......... .......... .......... ......... ....27
SearchOrders...........................................................................................................................................................................28
ClearHeldOrders....................................................................................................................................................................28
ScanBarCode...........................................................................................................................................................................28
CustomerDatabase..............................................................................................................28
Options/Settings..................................................................................................................28
Manager......... .......... ......... .......... .......... ......... .......... .......... ......... .......... ......... .......... .......... ......... .......... ......... .......... .......... ......... .29
Financials.....................................................................................................................................................................................30
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BatchProcess.............................................................................................................................................................................30
Lock................................................................................................................................................................................................30
POSSettings................................................................................................................................................................................31
Tills................................................................................................................................................................................................32
Printers........................................................................................................................................................................................33
GiftCards....................................................................................................................................................................................34CashDrawerManagement..................................................................................................................................................35
PhotoEditMode......................................................................................................................................................................36
Logout..........................................................................................................................................................................................36
EmployeeAccess/Tracking....................................................................................................36
Login.............................................................................................................................................................................................36
EmployeeTracking.......... ......... .......... .......... ......... .......... ......... .......... .......... ......... .......... ......... .......... .......... ......... .......... .......37
ClockIn/ClockOut..................................................................................................................................................................37
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Summary
ThepurposeofthisdocumentistodescribetheQuickServiceapplicationitsmajorfeatures.
CreatingOrders
AllAboutItems
PayingfortheOrder
Taxes
Discounts
Voids
Exchanges
Refunds
Orders(Recalling)
Settings
CustomerDatabase-
EmployeeAccessandTracking
CreatingOrders
OnSigningintoQuickServicetheOrderScreenappears.Totherightarethemenus.Theorder
itselfisontheleft.Therearesomesystemoptionsandthetopofthepageandorderoptionsatthebottom.
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OrderScreenThisiswhereyouritemsandcertaindetailsaboutthemandabouttheorder’sfinancialdetails
appear.
Oncetheorderhasbeencreated(bytappingsendorpay),theordernumberwillappearatthetop
oftheOrderScreen.Youcanaddacustomercallnametotheorderbyclickingthelittlebluecircle
witha+inthemiddleofitandselectingthedesiredname.TheCallNamewillappeartotherightof
theOrderNumber.
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Menu
TheMainMenusareinalineatthetopofthescreen.TheSubmenusareonthelinebelowand
individualproductstakeoftherestoftherealestate.Iftherearetoomanyentriesinarow,youcan
fliptherowtotheleft(andbacktotheright).Productsalsoflipupfromthebottom.
Everyentryonthispagecandisplayathumbnail.Ifthereisnothumbnail,thenameofthe
Menu/Productwilldisplay.
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AddingItemsGenerally,youadditemstotheorderbytappingthem.Iftheproductshavemodifiers,themodifier
selectionpopupswillappear.SeeEditingItemsforadiscussionofmodifiers.
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YoumayalsosearchforitemsbyinputtingtheirnameorSKUintheSearchfieldattheupperright
oftheiPad.
Ifenabledinthebackend,youmayalsoadditemsviaabarcodescan.SimplytaptheEnterBarcode
iconatthebottomofthescreenandtypeinorscanyourbarcode.
Finally,youhavetheoptionofmanuallycreatingitemsontheflyusingAddExtraItem.Simplytap
theAddExtraItemIconatthebottomofthescreen,giveyouitemaname,apriceand,optionally,a
taxrate,andtheitemwillappearontheOrder.
ItemsList
Onceyouhaveselectedanitem,itwillappearintheOrder’sitemslist.EachitemdisplaysitsName,
Quantity,Costperitemandtotalcost.Ifappropriate,modifiers,specialrequestsanditemdiscounts
arealsodisplay.
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Itemsthathavenotbeensenttothekitchenmaybedeletedbyfingerswipe.Itemsthathavebeen
sentmustbevoided(SeeVoidsbelow)
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FinancialSummaryInformationabouttheOrderstotalcostsaredisplayedatthebottomoftheOrderWindow.This
informationupdatesitselfasitemsareaddedorremovedfromtheorder.
Discounts–Ifyouapplyanorderdiscount,thedollaramountofthatdiscountwilldisplayhere.The
discountmayberemovedviaswipe.
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SubTotal –Thepre-taxsumofallitemslessthediscounts.
Surcharge–Thisisanoptionaltaxsetinthedashboard.TheSanFranciscoHealthTaxisan
exampleofasurcharge.TheSurchargeitselfissubjecttotaxation,generallyattheprevailingtax
rate.
Tax :Thetaxamountoftheorder.Ingeneral,thisisthe(subtotal+surcharge)*Prevailingtaxrate.
However,itemspecifictaxestrumpthiscalculation.
TOTAL:ThisistheSubTotal+Surcharge+Tax.
BalanceDue:Thisistheamountowedbythecustomer,printedinred.
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ActingontheOrder
Thereareseveralthingsyoucandotoanorder.
CancelOrder –Ifnoitemshavebeensentyoumaycanceltheorder,deletingallitemsandreturning
toanemptyorderscreen.
Ifyouhaverecalledaclosedorder(seebelow),thisbuttonchangestoCloseOrderunlessyoualter
theorderorclickSendorPay.Clickingitwill‘close’therecalledorderwithoutcreatinganewtime
stampforit.
HoldOrder –Thisplacestheorderonholdandopensanemptyorderscreen.
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SendOrder –Thissendsallunsentitemstothekitchenviews/printers.Onreopenedorders,this
addsanewtimestamptotheorder,whichmayaffectreports.
Pay –Tappingpaysendsanyunsentitemsandopensthepaymentscreen.
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AllAboutItemsIfyouclickonanitemontheorder,theItempagewillopenupovertheMenuontherightsideof
thescreen.Itcanbeclosedbyclickingthebackarrowordraggingthetabinthecenterofthepage.
Onlyunsentitemsmaybeeditedorviewed.
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Theitempagedisplaysthenameoftheitem,alargeimageforit(ifavailable)andanyitem
description.
Youmayincreaseordecreasethequantityoftheitembyclickthe(+)or(-)circlesoneachsideof
theQuantity.
Modifiers
Itemsmayhavemodifiersassociatedwiththem.Modifierscancoverawiderangeofadditions,
subtractions,cookinginstructions,sizes,etc.Modifiersmaybefreeormaycarryaprice.Theyare
dividedintocategories,witheachcategorylistedasatabatthetopofthemodifierpopup.Each
modifiercategorycanofferacertainnumberofmodifiersfreebyquantityorprice(modifiers
exceedingthefreenumberwillbecharged),oralimitonthenumberofmodifiers.Youmayalsosetdefaultmodifiers,whichwillautomaticallybeattachedtotheproduct.Alltheseoptionsaresetin
thebackenddashboard.
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TheSizeModifiercategoryisalwayslistedfirst,ifassociatedtoaproduct.ThepricesintheSize
Categorywill*overwrite*thedefaultproductprice(butnotmodifierprices).
Modifiersareinitiallyselectedwhenaddinganitemtoanorder.However,theymaybechangedby
clickingtheEditModifiersbuttonontheitemscreen.Simplycheckthemodifiersyouwantand
uncheckthoseyoudonotwant.Theitempricewillupdateautomatically,asappropriate.
DiningOptions
Clickingthiswillbringupalistofalldiningoptionsavailabletotheitem,orderedbythestation
settings.Unlessotherwiseset,theitem’sdiningoptionwillbethesameasthatoftheorder.
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DiningOptionscanalsobesetontheOrderlevelusingtheDiningOptionbuttonatthebottomof
thescreen.TheitemDiningOptionsupersedestheOrderdiningoption.
DiscountItem(seeDiscountsbelow)
Remove/AddTax(SeeTaxesBelow)
SpecialRequestsUserscanaddspecialrequeststoorders.Specialrequestsmaybeenteredontheflyinthelarge
textboxatthebottomofthescreen.Alternatively,theusercanclickthelittleiconinthelower
righttogetalistofpresetSpecialRequests.SpecialRequestsaredisplayedonKitchenViewsand
KitchenPrinters.
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SpecialrequestscanbeassociateddirectlytoproductsintheMenu.Thatistosay,youcouldhavea
“MediumRare”specialrequestforyourhamburgeranda“DressingontheSide”requestforasalad.
PayingfortheOrder
ClickingthePaybuttonwillopenupthePaymentpagetotheright,ontopoftheMenu.Thispage
maybeclosedbyclickingtheHideArrowordraggingthetabinthecenterofthepage.
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The‘CashRegister’
BalanceDue–Theamountoutstandingontheorder.Thisamountreflectsanypaymentsalready
madeandcouldbenegativeifthereareexcesspayments.
AmountTendered –Theamountbeinghandedtothecashierandinputviathenumberpadbelow.
SimplypressingaPaymentOptionwithoutpreviousinputwillfillthisinwiththeBalanceDue.The
amounttenderedcanbelessthantheBalanceDue.Inthatcase,itisassumedtherewillbean
additionalpayment.
Change–ThedifferencebetweenBalanceDueandAmountTendered(assumingAmountTendered
exceedsBalanceDue).Thisiswhatshouldbehandedbacktothecustomer.
Numberpad –Amountscanbeinputviadirecttypingorthequicknumberkeys(10,20,and50).
Dependingondashboardsettingsinputwillstarttotherightorleftofthedecimalpoint.Errors
maybecorrectedusingthebackarrow.
PaymentOptions
Pushthebuttonforthekindofpaymentbeingmade.
Cash–ClickingCashwillusetheamounttenderedtocalculatethechangeifany.Ifthereisno
amounttendered,itwillassumetheentireBalanceDue.
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Credit –Creditwillbringupamessage–WaitingforCardSwipe.Assumingtheswipeissuccessful,
itwilldisplayasummaryofthetransaction(TransactionID,CardName,CardHolder,last4digitsof
thecardandamountchargedtothecard).Iftheswipeisunsuccessful,itwillgeneratean
informativeerrormessageandwaitforanewpaymenttype.
Check –ClickingCheckwillbringupawindowintowhichtheusercantypethenumberofthecheck.
GiftCard –ClickingGiftCardbringsupapopupsayingWaitingforCardSwipe.Youmaycancelthis
popupandmanuallyentertheGiftCardNumber.Assumingtheswipe(orinput)matchesand
entryinthedatabase,thepaymentpagewilldisplayasummaryofthetransaction(CardHolders
Name,AmountofTransactionandAmountremainingonCard)ifavailable.
Currently,weonlysupportValueTecandGivexgiftcards.
ManualCredit –ClickingManualCreditallowsyoutomanuallyinputCreditCarddetails(incasethe
cardswipeisofflineforwhateverreason).Assumingthesubmissiontothepaymentserveris
successful,itwilldisplayasummaryofthetransaction(TransactionID,CardName,CardHolder,
last4digitsofthecardandamountchargedtothecard).Ifthesubmissionisunsuccessful,itwill
generateaninformativeerrormessageandwaitforanewpaymenttype.
Credit+-Credit+allowsestablishmentstotrackcredittransactionsiftheyuseanexternalcredit
processingsystem.Simplyselecttheykindofcard(orotherpaymenttype)andtheAmount
Tenderedwillbereportedasthatpaymenttype.Thiscanalsobeusedforhouseaccountsorother
typesofpayments.
Tips
TaptheTipAmounticontotherightofthescreentoaddatip.Ifthereisonlyonepayment,thetipwillautomaticallybeassignedtothatpaymentandtype.Ifthereareseveralpayments/payment
types,apopupwillappearallowingtheusertoallocatetipamountsasdesired.Tipsappearinthe
SalesSummaryreportandarecommunicatedtothepaymentserver(forcreditcards).
Receipts
RevelSystemsreceiptsprintawidevarietyofinformation,someofwhichcanbecontrolledbythe
backend(seetheReceiptssectionoftheBackEnddocumentation).Ingeneral,areceiptisprinted
followingeachpaymenttype.Youmayadditionallyrequestthefollowingreceipts:
PrintGuestCheck :TapthePrintGuestCheckbuttononthebottomoftheOrderscreentogeta
receiptwithoutanypaymentinformation.
Email–TaptheEmailbuttonontherightofthepaymentpage.Thiswillbringupapopupfor
inputtinganemailaddress.WhenyouclickSend,acopyofthefinalreceiptwillbesenttothe
inputtedaddress.
Reprint –TaptheReprintbuttonontherightofthepaymentpage.Thiswillreprintthefinal
summaryreceipt(whichincludeslinesforeachpaymenttype)
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PrintingOptions
Viabackendsettings,youcanchoosewhethercashand/orcreditreceiptswillprint.Youcansetthe
promptoption,whichwillgiveyouthechoiceofprint,emailorcancelatthetimeofpurchase.
Closingtheorder
OnceallBalanceDuehasbeencollectedandanyexcesspaymentsrefunded,taptheDonebuttontoclosetheorderandreturntoanemptyorderscreen.
Taxes
Mostofthetime,theapplicationwillcalculatethetaxusingtheprevailingtaxrateassetintheback
end.Thereareafewexceptionstothisthough.Unlessotherwisestated,theSurchargeissubjectto
theprevailingtaxrate
ItemSpecificTaxes
Youmaycreatespecifictaxesinthebackendandassociatethosetaxeswithspecificitems.Those
itemswillbesubjecttotheirtaxratewhiletherestoftheorderwillbetaxedattheprevailingrate.
Generally,thisisusedforaZeroPercenttaxrate(aswhenthetaxisincludedintheproductprice),
butcouldbeusedforLuxurytaxesorVATtaxes.
Hot/ColdTax
TheHot/ColdtaxcomesoutoftheCaliforniaTaxcodewhichstatesthatfooditemswhicharenot
cookedandwhicharenoteatenintherestaurantandnottobetaxed.Inpractice,thismeansthatif
youmarkanitemas“Cold”inthebackend,andusetheTakeAwayDiningOptionontheitemor
Order,thentheitemwillnotbetaxed.Itemsmarked“Hot”aretaxedregardlessofDiningOption.
RemoveTaxYoumayremovethetaxonaspecificproductbytappingtheRemoveTaxbuttonontheItemPage.
Tappingthebuttonagainwillrestorethetax.Notethatwhileremovingthetaxdoesnotremove
thesurcharge,it*does*removethetaxonthesurchargeforthatitem.
Discounts
DiscountsmaybeappliedattheItemLevel,bytappingDiscountItemontheItempage,oratthe
OrderLevelbytappingtheDiscountOrderbuttonatthebottomofthepage.
WhenyoutaptheDiscountbutton,alistofpossiblediscountsappears.Discountsmaybe
percentagesorflatdollaramounts.Seethebackenddocumentationforadiscussionaboutlimits
thatmaybeplacedonindividualdiscounts.
YoumayalsocreateyourowndiscountbyClickingManual.Youmaypressthe%Discountbutton
atthebottomofthepopuptoquicklyaddacommonpresetpercentage.Or,youmayinputthe
amountandleaveitasAmountOff(foraflatdollardiscount)orchangetheOFFbuttontoONfora
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percentdiscount.Decidewhetheryourdiscountissubjecttotaxation,inputadiscountreason
(whichwilldisplayinreports),andclickOK.
Currently,discountscannotberemoved.Eitherdeletetheitem(foritemleveldiscounts)orreplace
thediscountwitha0%discount.
Discountsarenowfullydynamic,updatingasthecostoftheitemororderchanges.
Finallydiscountsmaybetaxedornot.Taxeddiscountsalsohavethetaxesandsurcharges
lessened.Non-taxeddiscountsassesstaxandsurchargeagainsttheitem’soriginalprice.
Voids
Itemswhichhavebeensenttotheprinter/kitchencannotbedeleted.Theycanonlybevoided.You
voiditem(s)bytappingtheitemandselectVoidSelectedItemorVoidSeveralItems.Selectingthe
formerproceedstovoidthetappeditem.Selectingthelatterbringsupalistofallitemsontheordersothatyoumayselectwhichonesyouwishtovoid.
Iftherearenopaymentsontheorder,theitem(s)willsimplybevoidedoffofit.Ifthereare
payments,youwillbeofferedthechoicetosimplyvoidtheitem(viaOkay)orRefundPaymentstoo.
Ifyouchoosethelatterandthereisasinglepaymentandnotips,therefundwillhappen
automatically.Iftherearemultiplepaymentsand/ortips,theTotalRefundWindowAppears(see
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Refundsbelow).Youdonotactuallyhavetoallocatetheentirepriceoftheitem(s)atthistime.
Rather,youcanresolveanyoutstandingmoniesbeforeclosingtheorder.
OnceyourVoidisdone,areceiptwillprintdisplayingallitemsvoided,andanypayments
decremented(togetherwiththetotalamountrefunded).
Exchanges
Itemsfromclosedordersmaybeexchanged.Toexchangeanitem,tapitontherecalledorder.If
youwanttoexchangeasingleitem,simplysayOkay.Toexchangeseveralitems,selectExchange
SeveralItemsandclickOkay.Apopupwillappearlistingallexchangeableitemsontheorderfor
yourselection.
Afterclickingokay,aconfirmationpopupwillappearlistingtheitemstobeexchanged.Whenyou
clickOkay,theexchangeditem(s)willbemarkedinredandareceiptwillprintthatsummarizesthe
amountoftheexchangeandtheremainingtotalontheorder.
Afterprintingthereceipt,thesoftwareclosestheoriginalorderandopensaneworderwiththe
amountoftheexchangeplacedintotheorderdiscountfield(calledExchangeforOrderXXXwhere
XXXisthenumberoftheoriginalorder).Thisdiscountcausestheordertogonegativeandcannot
bereplacedordeleted.Thefirstitemoritems(uptothetotalofthediscount)addedtotheorder
areprintedingreenandcarrya0.00discountcalledExchangeItemXXX.Theseitemdiscountsalso
cannotberemovedoredited.Deletingagreenitemwilldeleteallitemsontheorder.
Thefollowingitemsmaynotbeexchanged:Reditems(theywerealreadyexchanged),GreenItems,
discounteditems,anditemsondiscountedorders.
Refunds
Refundscanbeaccomplishedtwoways:
1.Aspartofavoid,asdiscussedabove
2.BytappingtheRefundPaymenticonontherightsideofthePaymentScreen.
EithermethodwillbringyoutotheTotalRefundWindow.Thewindowlistseachpaymentwiththe
followinginformation:
PaymentType-Cash,Visa,etc
CCNum-ThelastfourdigitsoftheCreditorGiftcard
ChargeAmount–Theamountofthispayment.Thisnumberisclickable.Clickingitwill
transfertofullvaluetotheRefundAmount.
RefundAmount–Theamountbywhichthepaymentwillbedecremented.
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TipAmount–Theamountofanytipassociatedwiththispayment
RefundTip–On/Off.Ifthereisatip,youhavetheoptiontorefunditornot.
TheAmountRemainingfieldatthebottomofthepagedisplayseithertheamountoftheitems
beingvoided(inthecaseofvoids)orthetotalamountoftheorder(inthecaseofsimplyrefunding
payments).AddingmoneytotheRefundAmtfieldscausesthisnumbertogodown.
TappingCancelwillreturnyoutotheorderwithoutmakinganychanges.Tappingrefundwill
processyourinput,andassumingtherearenoerrors,printareceiptsummarizingtherefund.
Orders(Recalling)
TheOrdersButtonatthetopofthescreenoffersseveraloptionsforrecallingandmanagingorders.
HeldOrdersThisisalistofallheldorders.Heldordersdonotgoaway,however,dependingonthesettings,
theymayonlybevisibleonthePOSStation(orthoseiPadsusingthatPOSStation’sSettings)on
whichtheywerecreated.TappinganorderwilldisplayitontheiPad.
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Today’sOrdersListofalltoday’sclosedorders.Simplyselectinganorderwillnotgiveitanewtimestamp.If,
however,youtapSendorPayontherecalledorder,youwillcreateanewtimestamp,potentially
affectingthereports.
SearchOrdersIfyouhavetheorderID,youcansearchforit,callingitupfromtheserver.Becarefulnottohave
theorderopenontwoiPad'soryouriskputtingitinaninconsistentstate.
ClearHeldOrders
ClickingthiswillruntheClearHeldOrdersjob.Thisclosesallfullypaidheldordersorheldorders
withnopayments.Partiallypaidorders,unpaidorderswithvoidedpayments,andorderswith
excesspaymentswillnotbeclosed.
Notethatfullypaidordersaresimplyclosed.Unpaidorderswithitemswillhavetheiritemsvoided
priortoclosing.
ScanBarCode
BytappingscanBarCode;youcanlocateanorderbyscanningthebarcodeatthebottomofa
receipt.
CustomerDatabase
TappingtheCustomerButtonatthetopoftheOrderScreenbringsuptheCustomerDatabase
Functionality.TheCustomerDatabaseallowsyoutoaddcustomerstoorderssothatyoucanlater
checkwhatordersacustomerhasmade.
SearchfortheCustomeryouwishbyenteringtheirname,phonenumberorreferencenumber.
OnceyouhavefoundyourCustomer,youmayEditthemoraddthemtoanOrder.Alternatively,
youcanseewhatordershavebeenassociatedwiththeCustomer.
YoumanyalsocreatenewCustomersbyclickingAddNewandfillingintheappropriatefields.Be
surecompleteSurnameandRefCode.
Options/Settings
ThereareanumberofoptionsundertheOptionsbutton(thecogintheovalatthetopoftheOrders
Screen)
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Manager
Managers(andOwners)haveaccesstoanumberoffunctions.
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Financials
ThefinancialsscreenallowstheManagertoprintoremailanumberofdifferentreportsrelatingto
paymenttransactionsmadeontheparticulariPad.
TimeManagementBringsupapaginatedreportofclockinsandouts(SeeEmployeeTrackingbelow).Youmayclock
outanemployeefromthispagebyswipingtheClockInrowfortheemployeewhoiscurrently
loggedin.
BatchProcess
Connectstothepaymentserver,allowingtheManagertoinitiatethecaptureoredittransactions.
Lock
AllowsthemanagertolocktheiPadtocertainemployees.Onlyselectedemployeeswillbeableto
logintothisiPad.Doesnotaffectmanageraccess.
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POSSettings
CertainsettingsdirectlyrelatingtotheiPad:
Tills–AllowEmployeestoSetTills.Ifthisissettofalse,onlymanagersandownersmayaccessthe
Tillsmenu
CashDrawers–
EnableTwoCashDrawers–Ifenabled,theiPadmaycommunicatewithtwocashdrawers.
Anemployeepincontrolswhichdrawerituses
AllowemployeestosetCashDrawer–Ifnotenabled,onlymanagersandownerswillbe
abletoSeetheCashDrawermanagementscreenandsetwhichemployeetalkstowhich
cashdrawer.
CheckNetwork –ConstantlychecksthattheiPadisconnectedtothecorrectnetwork.Ifitlosesthe
network,aredbarwilldisplayontheorderwindow.Leavethisenabled
ClockIn/ClockOutoptions (SeeEmployeeTrackingBelow)
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Tills
Tills,isacashreconciliationtool.Atthebeginningoftheday,theManagerinputsthestartingcash.
Attheendoftheday,theyinputtheactualendingcash.TheiPadthencomparesthatamounttoits
recordsandprintsareportstatingifthecashisoverorundertheexpectedandbyhowmuch.
Settingthetillsalsoopensthecashdrawersothattheusercanplacethecashinthedraweratthe
sametimeastheysetthetill.
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Printers
Providesalistofallprintersavailabletothestation,withtheirIPaddress.Youcanincreaseor
decreasethefontsizeofanyprinter.
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GiftCards
ThisiswhereyoumanageGiftCards.WecurrentlysupportGivexandValueTec.Therearethree
options:
CreateCertificate–Thisgeneratesanewgiftcertificatenumberandallowsanamountofmoneyto
beassociatedwithit.ThereisnocardinvolvedinCreatingaCertificate.Thesystemsimpleprintsa
receiptwiththenumberandamount.
ActivateGiftCard –Thisactivatesagiftcard,presumablyviaswipe,buttheusercanusemanual
entryaswell.Beforeactivation,thesystemaskshowmuchmoneywillbeputontothecard.
ManageGiftCard –Inputagiftcardorcertificatenumberviaswipeormanualentry.TheiPadwill
displayhowmuchiscurrentlyassociatedwiththenumberandallowtheaddingofmorefunds.A
receiptwillprintif,indeed,morefundsareadded.
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CashDrawerManagement
Thisiswhereyouassignemployeestocashdrawers.Simplyclick1or2nexttoeachemployee’s
nameandalltransactionsmadeunderthatemployeespinwillberecordedtothecorrectcash
drawer.OnlyavailableifmultiplecashdrawershavebeendeclaredintheManagerSettings.
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PhotoEditMode
ThiswillallowtheusertotakepictureswiththeiPadandassociatethemwithproductsas
thumbnailsinthemenuandlargeimagesdisplayedontheitemdetailspage.Currently,the
picturesarelostifapplicationisdeleted.Thisisprimarilyfordemoing.
Logout
TappingLogoutlogsyououtofthePOSandreturnsyoutothePINscreen.Unsentitemsarelost.
Currently,thesystemrequiresyoutoclose(orhold)openordersbeforeloggingout.
EmployeeAccess/Tracking
Login
Usersloginwiththeirpin.TheabilitytologincanbecontrolledbyRole(i.e.Chef’scannotloginin
unlesstheyalsohaveahigheraccessrole)orlockingtheiPadinthemanagersettings.Inputtingno
pinoranincorrectpingeneratesafriendlyerrormessage.
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EmployeeTracking
EmployeescanclockinandoutbothfromtheLoginscreenandfromtheOrdersscreen/Settings.
ClockIn/ClockOutalwaystakesitstimestampfromtheiPad.EachClockInandClockOutwill
produceaprintedreceipt.
ClockIn/ClockOut
Dependingonserversettingsemployeesmusttaketheirpicturewhenclockingin.Failuretodoso
willpreventtheuserfromsuccessfullyclockingin.Theimagestakenarestoredintheapplication’s
documentdirectory.IftheOptions/Manager/POSSettings/SavePhotoinPhotoLibraryissetto
On,thephotoswillalsobestoredintheiPad’sphotolibrary.