Raptor Pos Manual

Touch POS System

Point-of-Sales & Backoffice User Manual

HRS Marketing Pte Ltd 28 Sin Ming Lane #06-136 Midview City Singapore 573972 Tel: 6252 3393 Fax: 6659 4240 Technical (24 hrs) helpdesk: 6252 5792 Websites: www.hrsmarketing.com / www.raptorpos.com 07/01/2010 Ver.4.01

Content 1. POS Software 1.1. Operator Sign in 1.1.1. Open Table 1.1.2. Open Auto Table 1.1.3. Alphanumeric Table 1.2. Edit Number of Covers 1.3. Item Sales 1.4. Void 1.4.1. Void Item 1.4.2. Void All Items in the bill 1.5. Discount 1.5.1. Item Discount 1.5.2. Bill Discount 1.5.3. Open Discount 1.6. Change Sales Type 1.7. Check PLU Price or Default Price Shift 1.8. Recipe Check 1.9. Hold Table 1.10. Transfer Table 1.11. Transfer Operator 1.12. Split Bill 1.13. Membership 1.14. Pre-Settlement Bill 1.15. Sent Items to Kitchen Printer 1.16. Open a Table on Hold 1.17. Adjust Bill 1.18. Change TableNo 1.19. Divide Bill 1.20. FOC Item 1.21. Reports 1.22. Split Quantity 1.23. Settle the Bill 1.23.1. Cash Payment 1.23.2. Other Tender Types 1.23.3. FOC 1.24. Reprint Bill 1.25. Kitchen Talk 1.25.1. New Kitchen Message 1.26. Points Redemption 1.26.1. Find Redemption Items 1.27. Price Shift 1.28. Tax Exempt 1.29. Promotion 1.29.1. Promotion 1.29.2. Members Only Promotions 1.29.3. Automatic Promotions 1.30. Zero Sales 1.31. Table Reservation 1.32. OP BILL 1.33. Bill Adjustments 1.34. View Transactions 1.35. Refund

3 4 5 6 7 8-9 10 10 11 12 12 13 13 14 15 15 15 16 16 16 17 18 18 18 18 19 - 20 21 22 23- 24 24 25 25 25 26 27 28 29 30 30 31 31 32 32 32 32 33 34 - 37 37 38 39- 40 41

1.35.1 Refund by Bill 1.35.2 Refund by item 1.36. Go to Management Mode

41 – 43 44 – 45 46

2. Back Office Software 2.1. Login 2.2. PLU List 2.2.1. Group 2.2.2. Department 2.2.3. PLU 2.2.4. Modifier 2.3. Menu 2.4. Menu / Item Layout 2.5. Table Management 2.6. Functions 2.7. Discount 2.8. Media 2.9. Membership 2.10. Member Payments 2.10.1. Credit Payments 2.10.2. Cash Topup 2.10.3. Refunds 2.11. Promotion 2.12. Employee Details 2.13. Operators 2.14. POS Settings 2.14.1. POS Settings 2.14.2. Receipt Layout 2.14.3. Tax Details 2.14.4. Others 2.14.4.1. POS Defaults 2.14.4.2. Menu Level 2.14.4.3. Sales Area 2.14.4.4. Sales Category 2.14.4.5. Shift Details 2.14.4.6. Printer Details 2.14.4.7. Kitchen Printer 2.14.4.8. Assign KPs 2.14.4.9. Refund Type 2.14.4.10. Utilities 2.14.4.10.1. BackUp Database and Clear Sales 2.14.4.10.2. FOC Tracking 2.14.4.10.3. Repair 2.14.4.10.4. Change Receipt No 2.14.4.10.5. Kitchen Talk 2.14.4.10.6. Disc/Prmn Remarks 2.14.4.10.7. Void Remarks 2.14.4.10.8. PLU Sell Time 2.14.4.10.9. Cash Template 2.14.4.10.10. Cover Tracking Setting 2.14.4.10.11. Scroll Text

47 - 49 50 - 51 52 - 53 53 - 54 55 – 62 63 - 66 66 - 67 67 - 69 70 - 71 72 73 - 75 76 - 78 79 79 - 81 82 - 84 85 - 86 87 - 98 99 - 100 101 - 104 105 105 - 113 114 - 115 116 - 117 117 118 119 120 121 122 123 124 125 126 127 128 129 130 130 131 132 133 134 - 135 135 - 136 136 138

2.15. Cost Center 2.16. Reports 2.16.1. Sales Report 2.16.2. Member Report 2.16.3. More Report 2.17. User Account 2.18. Card & Voucher 2.18.1. Voucher 2.18.2. Card 2.19. Bottle Management 2.20. Cost Center 2.21. Journals 2.22. Stock 2.22.1. Adjust In/Out Stock 2.22.2. Stock Transfer 2.22.3. Stock Report 2.22.4. Utilities

140 - 141 142 142 143 - 145 146 - 148 149 - 150 151 151 - 152 152 - 155 155 - 157 158 - 160 161 162 163 - 164 165 166 - 167 168 - 170

1. RAPTOR POS Home

Double click on “RaptorPointOfSales” on the desktop.

1

Below screen appear:

Click on "Continue…"

2

Swipe your Membership Card or Key in your Login PIN. Click on "OP/SGN-IN"

3

1.1. Open Table

Home

1.1.1. Open Table Key in the Table Number and click on "TABLE/HOLD" If "Force Cover" property is ON, the system will ask you to key the number of covers. Then key in the number of Covers and Click on "Select".

4

1.1.2. Open AutoTable Click on Number ‘0’ on the num pad then click on "TABLE/HOLD". ". If "Force Cover" property is ON, the system will ask you to key the number of covers. Then key in the number of Covers and Click on "Select".

5

1.1.3. Alphanumeric Table Click on "TABLE/HOLD" you will get another screen to key in the TableName.

Now you can key in the Table Name. Use shift key to get small char.

6

1.2. Edit number of Covers Key in the number of Covers and then Click on "Cover".

7

1.3. Item Sales Click on any Item By default quantity is one. If quantity is more than one, key in the quantity and then click on the Item. OR Key in the Quantity Click on "Qty" Key in a PLU Number Click on "PLU" Whenever you select an Open PLU system will prompt you to key in the Price

Key in the price and then click on "Select". If the numbers of items or menu are more than one page you can view the other pages by click Menu Arrow up and Arrow Down or Item Arrow up and Arrow Down.

8

9

1.4. Void

Home

1.4.1. Void Item Select Item and Click on "VOID". (This is call selective void) Click on "VOID" without selecting any items, it will void the last item. (This is call last void) When you VOID an item the Item Discount given to that Item also will be recorded as Void.

10

1.4.2. Void All Items on the Bill Click on "FUNCTION" Click on "ALL Void"

11

1.5. Discount

Home

1.5.1. Item Discount

Select an Item. Click on "DISC" Click on the desired Item first followed by Discount Amount or Discount percentage if required as per the setting you had done for the selected Discount Type.

12

1.5.2. Bill Discount Click on "DISC" Click on the Bill Discount Amount or Discount percentage if required as per the setting you had done for the selected Discount Type. *Note: System will not allow you to do any more transaction after a Bill Discount so make sure that you had key in all Items Before you give a Bill Discount. For a fixed Amount/Percentage type of discount you don't have to key in the Amount/Percentage. But for Open discount types you must key in the Amount/Percentage. If you want to do any transactions after a Bill Discount then you can Void the Bill Discount and then do the transactions. You are allowed to void any Item Discount before a Bill Discount. You can void a Bill Discount at any Time before you settle the Bill. 1.5.3. Open Discount Open Discount can be a Bill Discount or an Item Discount. It can be in Amount or in Percentage. The only difference is Amount or Percentage is not predefined so you must key in it before you click on the Discount.

13

1.6. Change Sales Type

Home

Click on the Default SalesType (e.g. DINE IN). System will popup another screen with existing Sales Type. Click and select one.

14

1.7. Check PLU Price or Default Price Shift

Home

Click on the Default Sales Type (e.g. DINE IN). System wills popup another screen with existing Sales Type. Click on the first button "PRICE CHK ON". Now the Sales Type's button will be replaced by a caption "PRICE CHK ON". Click on any Item to get the Price and Default Price Shift. System will not allow you to do any transaction in this Mode. To continue with the sales change the Sales Type to the one which you want it to be (e.g.DINE IN).

1.8. Recipe Check

Home

Click on the Default Sales Type (e.g. DINE IN). System will popup another screen with existing Sales Type. Click on the second button "RECIPE CHK ON". Now the Sales Type's button will be replaced by a caption "RECIPE CHK ON". Click on any Item to get its Recipe Details. System will not allow you to do any transaction in this Mode. To continue with the sales change the Sales Type to the one which you want it to be (e.g. DINE IN). 1.9. Hold Table

Home

Just click on the button "TABLE/HOLD" to hold the open Table. Key in a Table Number and then click on button "TABLE/HOLD" to hold the open Table and open a new Table.

15

1.10. Transfer Table

Home

Open the Table to be transferred to another Table. Key in the Table Number to which the old Table is to be transferred. Click on “FUNCTION” Click on “Transfer Table” Only the Operators got "Transfer Table" permission is allowed to do this. (If you cannot find the function you must create the function from the BackOffice Module) 1.11. Transfer Operator

Home

Open the Table to be transferred to another Operator. Key in the Operator Number to which the Table is to be transferred and then click on “FUNCTION” Click on "TRANS OP" Only the Operators got "Transfer Operator" permission is allowed to do this. (If you cannot find the function you must create the function from the BackOffice Module) 1.12. Split Bill

Home

Click on "FUNCTION" Click on "Split Bill" You will get the below screen:

Just click and drop the items, as you want to split. If you want to remove any Split, click on the split you want to remove and then click on "Remove Split". You are allowed to remove only empty splits. If you want to hold all splits in a Split Bill just click on "Hold". You can continue your sales with any of the split

16

by just clicking on the button with the split name title just above the split. If you click on close the system will allow you to continue with the last split you had selected. 1.13. Membership

Home

Swipe the MembershipCard or Keyin the membership number. If the Membership is valid System will popup a window with Members name.

Touch the window to continue. System will give Memberpoints for the Bill Amount plus extra items (if any). System will check for valid Member promotion allowed for the Member and update the Bill with promotions and refresh the Discount amount.

17

1.14. Presettlement Bill

Home

Click on "Print Bill” when a Table is opened.

1.15. Sent Items to Kitchen Printer

Home

Click on "TABLE/HOLD" System will send all Items, which are not sent to the predefined kitchen printers. If you Receipt printer are set as Dual Function printer everything will be printed in the kitchen printer itself. 1.16. Open a Table on Hold

Home

Key in the Table Number. Click on "TABLE/HOLD" 1.17. Adjust Bill Click on "FUNCTION" Click on “Adjust Bill” Follow key in the price and click on “Select”.

18

1.18. Change TableNo Open the table you want to change. Click on “View Trans” Select the table follows by Click on “Open” Below screen will appear:

19

Click on "FUNCTION" Enter the new table number. Click on “Change TableNo”

8 is the table you want to transfer to.

20

1.19. Divide Bill Click on "FUNCTION" Click on “Divide Bill” Key number of bill you want to split Click on “Select”

21

1.20. FOC Item Click on "FUNCTION" Select the Item. Click on “FOC Item” The price of the item will become $0.00.

22

1.21. Reports Click on "FUNCTION" Click on “Reports”

Select any report and click on “Preview”. Then you can see the below screen:

23

1.22. Split Quantity Click on "FUNCTION" Click on "Split Quantity" Below Screen Appear:

Please key in the Number of Quantity to be Split for -> Saba Oshizushi

Key in the number Click on "Select"

24

1.23. Settle the Bill

Home

1.23.1. Cash Payment Enter the amount given. Click on "Finalize Cash" System will settle the Bill for the Bill Amount and Print the Bill showing the changes on the POS screen. 1.23.2. Other Tender Types Click on "TENDER" System wills popup a Window with all existing Tender Types. If the amount is predefined just click on the desired Tender Type else key in the amount and then click on the tender type. You can choose more than one tender type (e.g., Cash & Master Card) in one Bill. If the Amount is more than bill amount and it is set to over tender as TIP then system will consider balance amount as TIP else system will consider the balance amount as Change to be given back to the customer. To cancel a payment, select the payment and click on "Remove Payment". Once you finished click on "Back to Main" to get back the Main Screen.

25

1.23.3. FOC Click on "TENDER" System wills popup a Window with all existing Tender Types. Click ON "FOC". System wills popup a Window with all existing FOC Types.

Click on the desired FOC type to settle the Bill and Print the Bill. Once you finished click on "Back to Main". Once you done, system get back to the Main Screen.

26

1.24. Reprint Bill

Home

Click on "PRINT BILL" when there is no Table opened. System will prompt you for the Receipt Number.

Key in the Receipt Number Click on "Enter" to continue. *Note: If the Receipt number is valid and operator got the permission to Reprint a Bill system will reprint the Bill.

27

1.25. Kitchen Talk

Home

Click on "FUNCTION" Click On "Kitchen Talk" System wills Popup a screen with all existing Kitchen Messages.

Select a Message and Click on "Send Message". If your receipt printer is set as ""Dual Function"" printer the message will be printed on you Receipt printer otherwise you will get an option to choose a kitchen printer. Select a kitchen printer and then click on ""Sent Message"".

28

1.25. 1. New Kitchen Message If you want to create a New Kitchen message Click on "New Message" in "Kitchen Talk" screen. System wills Popup another screen to key in the Kitchen Message.

Key in the message and then click "Enter". If your receipt printer is set as ""Dual Function"" printer the message will be printed on you Receipt printer otherwise system will popup a screen with existing Kitchen printers so that you can choose a printer and sent the Message. If you are using your Receipt printer as kitchen printer and you don't have any other kitchen printers then the Kitchen printer list will be empty. Just click on "Sent Message" to send the Message.

29

To cancel the Kitchen message just click on "Cancel" before you sent the message to Kitchen. 1.26. Points Redemption

Home

Open a Table. Click on "FUNCTION" Click on "REDEEM POINTS" System will prompt you to swipe the Membership Card on Key in the Membership number. And click on "Select" to continue. If the Membership Number/Card is valid then system will display the Members Name. Click on to continue. System wills popup a screen with all redemption Items, Members Name and Points balance. To redeem an Item, select an item and click on "Select". If the quantity is more than one you must key in the quantity before you click on select.

1.26.1. Find Redemption Items Touch on the required Button (eg. Touch on "A" to list all PLU's starts with "A"). OR Key in the PLUNumber and click "PLUNo".

30

1.27. Price Shift

Home

Click on "FUNCTION" Click on "PRC Shift 2" Price will go price 2 and will stay on if stayon setting is on.

1.28. Tax Exempt

Home

This function is to exempt "Service Charge". Click on "FUNCTIONS" Click on "Tax Exempt"

31

1.29. Promotion

Home

1.29.1. Promotion This is only for promotions which are not Members Only /Automatic. Click on "FUNCTION" Click on "PRMN" System will give you a choice of all promotions which are not Members Only /Automatic. Select one.

1.29.2. Members Only Promotions When you swipe the membership card system will look for any promotions allowed for the Member on that day and time. If it found one it will be applied to the sales. 1.29.3. Automatic Promotions When you do sales system will look for any promotions allowed on that day and time. If it found one it will be applied to the sales.

32

1.30. Zero Sales

Home

Click on "FUNCTION" Click on "Zero Sales" It is useful to open the Cash Drawer without any transaction. Special permission to do "ZeroSales" required.

33

1.31. Table Reservation

Home

Click on "FUNCTION" Click on "TBL RESERVATION" You will get current days reservations. You can refresh it for s selected date's reservation / TableNo / Name.

34

1.31.1. Add Click on "Add". Key in all the details. Click on "Ok" to save the record and close the window. Click on "New" to save the record and add a new record. *Note: Optional field can be blanks.

1.31.2. Edit Select the record to be edited. Click on "Edit", Edit the details. Click on "Ok" to save the record and close the window. Click on "New" to save the record and add a new record. 1.31.3. Delete Select the record to be deleted. Click on "Delete" 1.31.4. Print Select the appropriate record section criteria. Click on "Print"

35

1.31.5. OpenTBL Select the appropriate record and open the reserve table. Can only open the reserved table on the particular reserve day. Click on "OpenTBL"

1.31.6. Add Deposit Click on "Add" inside the Deposit section. Key in all the details. Click on "Ok" to save the record and close the window. Click on "New" to save the record and add a new record.

1.31.7. Edit Deposit Select the record to be edited. Click on "Edit" inside the Deposit section, Edit the details. Click on "Ok" to save the record and close the window. Click on "New" to save the record and add a new record.

36

1.31.8. View Deposit Select the record to be viewed. Click on "View" inside the Deposit section, View the details. Click on “Close" to save the record and close the window. 1.31.9. Void Deposit Select the deposit record to be voided. Click on "Void" inside the Deposit section. Click on "Yes" when a confirmation window prompts out to void the deposit. The voided deposit will no longer available for editing.

1.32. OP BILL

Home

To view the details of all finalized Bills on the Login Operator. Click on "FUNCTIONS" Click on "OP BILL”

You can filter the list for a selected Receipt Number / Table Number / only Finalized / Only Not Finalized / Only Printed / Only not Printed Transactions. You can also filter the list more with chosen Receipt Date and POSID. Select the criteria and click on "Refresh" to refresh the List. You are allowed to view a bill in detail or to print a bill from this Mode. To reprint a bill you must have special permission of "Re Print Bill". You can also do Bill Adjustments.

37

1.33. Bill Adjustments

Home

You must have the special permission for "Bill Adjustment". Click on "FUNCTIONS" Click on "OP BILL" Select the Bill, which you wanted to edit. Click on "View" You will get the Details of the Bill, which you had selected.

Select the Payment Type/Media of the bill, which you wanted to edit. Click on "BILL ADJ" Select a New Payment Type/Media. Click on "Select"

38

1.34. View Transactions

Home

To view the details of Finalized/Not Finalized/All Transactions, Click on "FUNCTION" Click on "VIEW TRANS"

You can filter it for only Selected Operators Transactions or for only Finalized/Not Finalized/All Transactions. You can print any Bill from this mode. You are allowed to View or Open any table on this Mode. You can also open new table for order from this mode by clicking on "New Table". You can click "Tender" to settle the bill. You can only release table after payment has been made by clicking "Release Table". Make sure that the table is not opened in other terminal. You can only make refund of the settled bill by clicking on "Refund". Then, select the refund type and click "Select". Close the window and confirm the refund. A refund receipt will be printed.

39

You can re-print kitchen receipt by clicking "Kitchen Re-print" to select which Items from the order that needs to be re-printed.

.

40

1.35. Refund 1.35.1. Refund by one receipt (entire bill) Click on "VIEW TRANS" and you will go to Transaction.

At the Transaction environment, click at the scroll down directly below the sales status, choose at the Closed Tables and click on the "Refresh" button. Choose the "Rcptno" which you wanted to do the refund, and then click on the "Refund" button at bottom right.

41

The system will prompt you for the reason at the Refund Types environment. Once you select the reason, the system will prompt you to confirm the refund of the selected receipt. After you have click "Yes" the bill will be consider refund and your receipt printer will print out the “refund receipt” and this record will be updated in your report.

42

If you refresh your "Closed Table" status, you will find one new transaction, select it and click on the "View" button on the bottom right, you will see the table shown below, and the "RFND" will appear at the “Mode” column.

43

1.35.2. Refund by Item First you must assign a table for this refund transaction, assign any table by clicking a table in your table management or enter any number at your number pad then click on the "Table/Hold" button. Key in any number for the cover if system required. Click on the "RFND" button at the bottom

You will see the “Refund Types” environment pop out, select the reason.

44

You come back to the main screen, choose the item you wanted to refund, click on the "FINALISE CASH" button. The item will be refund. Your receipt printer will printer the refund item and your report will be updated.

45

1.36. Go to Management Mode

Home

Only Managers are allowed to do "Clear and Store". Click on "MNGR"

Click on "System Setup" BackOffice form will appear.

46

2. Back Office Software

Home

There are two ways to go to Back Office Software. Managers can access "Back Office Software" from the POS Screen (controlled by special permission). Click on "MNGR" Click on "System Setup" You will get the login screen. Key in the login pin and proceed. OR Double click on "RAPTOR BackOffice" icon on the DeskTop.

Below Screen will appear:

47

Click on "Continue..." to get the login screen. 2.1. Login

Home

Select maintenance Mode. Select a Menu Level (By default Menu level 1 is active). Key in your Login PIN (this login PIN is different from Operators Login PIN. It is controlled by User account) and click on "OK". You will get Back Office Main Screen.

48

49

2.2. PLU List

Home

Click on "PLU" on the Main screen to get a list of existing PLUs.

Shortcut Button

By default you can see all PLU starts with "A". Click on other buttons to refresh the list for PLUs starts with other alphabets. Or click on the button labeled "*" to view all. If you want to look for a PLU by PLU Number / Name /Department click on the "Shortcut" button. It will change the PLU refresh mode.

50

Click the “Shortcut Button “, u will see the below Screen.

Shortcut Button

Search Button

View PLU by Department: Click on "Dept". Select a Department. Click on "Search Button". View PLU by Number: Click on "PLUNo". Key in the PLU Number you are looking for. Click on "Search Button". View PLU by Name: Click on "PLUName". Key in the PLU Name you are looking for. Click on "Search Button".

51

2.2.1. Group

Home

Click on "Group" button on the PLU List Screen. You will get a list of existing Groups (if any).

2.2.1.1. Add Group Click on "Add"

Key in the "Group Name" Click on "Ok" to save the record. Click on "New" to add a New Group.

52

2.2.1.2. Edit Group Select a group and click on "Edit". You will get the group details. Modify the details and click on "Ok" to save the modifications. 2.2.1.3. Delete Group Select a group and click on "Delete". 2.2.2. Department

Home

Click on "Dept" button on the PLU List Screen. You will get a list of existing Departments (if any). By default you will see all Departments starts with "A". Click on any other button to refresh the department list as per your requirement. Click on the button labeled "*" view all existing departments.

53

2.2.2.1. Add Departments Click on "Add"

Key in the all department details. Click on "Ok" to save the record. Click on "New" to add a new Department. 2.2.2.2. Edit Departments Select a Department. Click on "Edit" Edit the department details. Click on "Ok" to save 2.2.2.3. Delete Departments Select a Department. Click on "Delete"

54

2.2.3. PLU

Home

Click on "PLU" on the Main screen. 2.2.3.1. Add PLU

Key in the PLU details Click on "Ok" to update the record and close the window. Click on "New" to add a new PLU. 2.2.3.1. 1. Price Level Any PLU can have max. 10 price levels.

55

2.2.3.1. 2. Enable/Disable Discount If the check box "Discount" is checked it will be allowed to get a Discount otherwise discount are not given to the selected PLU. Once the check box "Discount" is checked, the check box "Disc Entitlement" will be enabled. There will be a list of discounts that can be set to the PLU. Select the discount and click "Close".

2.2.3.1. 3. Individual KP If the check box "Individual KP" is checked it will print Individual Print on assigned Kitchen Printer. 2.2.3.1. 4. Sold Out Item If the check box "Sold Out" is checked it will let the cashier know that particular PLU is sold out. 2.2.3.1. 5. Weight Only applicable if there is a digital weighing machine attached to the POS terminal. When the check box "Weight" is checked it will capture the weight and auto-calculate the price for the PLU. 2.2.3.1. 6. Force Server If the check box "Force Server" is checked it will prompt server id message box to keep track of sales made of certain PLU links to any staff. 2.2.3.1. 7. Pop Up Menu If the check box "Pop Up Menu" is checked, it will then pop out menu list for the cashier to choose which type of PLU ordered by the customer. 2.2.3.1. 8. Open PLU If the check box "Open" is checked it will be considered an open PLU. When you sell an Open PLU the system will prompt you to key in the price. And if you also checked on the open Description option, it will allow the user to enter the PLU Description.

56

2.2.3.1. 9. Prep Item If the check box "Prep Item" is checked it is considered as a preparation Item. Preparation items can be of zero prices. You can control whether a preparation item should be printed on the receipt or not (POS settings). 2.2.3.1. 10. Barcode with P/W Not applicable at this region. 2.2.3.1. 11. PLU Tax Inclusive If the check box "PLU Tax Inclusive" is checked it is considered that the price of the PLU is inclusive tax. 2.2.3.1. 11. PLU Time Range If the check box "PLU Time Range" is checked, it will let the cahier know that the PLU is only available for certain time range. 2.2.3.1. 12. Track Prep Item If the check box "Track Prep Item" is checked, it will prompt out a menu to force the user to select at least the minimum quantity of item set. The minimum and maximum value of number of Prep Item can be set once the check box is checked.

2.2.3.1. 13. Rental Item If the check box "Rental Item" is checked it is considered as a rental Item. Rental items are calculated in second like the pool table time. 2.2.3.1. 14. Link Recipe to the PLU If the check box "Recipe" is checked it will be allowed to link to a Recipe. You must create the Recipe from the stock Module. Key in the Recipe number or click on the Picture button to get a list of recipes. *Note: In order to use the

57

2.2.3.1. 15. Link Recipe to the PLU

Click on "PLU’s using Selected Recipe" to select a Recipe. PLU's using the selected Recipe: Click on this button to view a list of PLUs using the same recipe.

58

Click on "Close" to close the Window. Once you link a recipe the Cost price will be set to the Recipes Avg. Cost else you must key in the Cost price. (Profit/Loss report will be calculated based on this Value.) 2.2.3.1. 16. Link Menu

Home

If the check box "Lnk Menu" is checked it will be allowed to link to a Menu. Key in the Menu number or Click on the “Picture button” to get a list of Menus.

Key Number

Picture Button

59

Double click on a Menu or click on "Select" to select a Menu. 2.2.3.1. 17. Kitchen Printer You can decide to which printer the PLU should be printed. Key in the kitchen printer number (1-9) in the boxes KP1/KP2/KP3. 2.2.3.1. 18. Discontinue a PLU If the check box "Active" is checked the PLU is active. Uncheck the check box to discontinue the PLU. 2.2.3.2. Edit PLU Select a PLU from the PLU list and click on "Edit". You will get the PLU details. Edit the PLU details and then click on "Ok" to save the modifications. 2.2.3.3. Delete a PLU Select a PLU from the PLU list and click on "Delete".

60

2.2.4. Modifier Click on "PLU" on the Main screen to get a list of existing PLUs. Click on "Modifier" tab.

Modifier Tab

2.2.4.1. Add/Edit Modifier Click on the "Add" button to add new Modifier Message. Select a Modifier Message to be edited, and then click on "Edit" button. Below screen will appear to Add Edit Modifier Message.

61

2.2.4.2. Delete Modifier Select a Modifier Message to be deleted, and then click on " Delete " button.

62

2.3. Menu

Home

Click on "Menu" to get a list of existing Menus. By default you will see a list of menus starts with "A". Click on other buttons to refresh the Menu list, as you need. Click on the button labeled "*" to view all Menu.

63

2.3.1. Add Menu Click on "Add" Below screen will appear:

Item Buttons

Butterfly Mouse Pointer

Key in the Menu Name. Drag and drop the items to the Item Buttons (Make sure the mouse pointer has changed to a butterfly).You can add PLU and also Menus to a Menu. You can get a list of PLU/Menu by just clicking on the PLU/Menu option buttons. A find option is given to look for a PLU/Menu, as you need. If the required PLU is not available you can add PLU from this screen. (Click on "Add PLU"). You can also edit the PLU (click on "Edit PLU"). Use the Up/Down arrow to view other Menu pages. 2.3.1. 1.Remove an item from the Menu Click on the Item button you want to remove. Click on "Remove Item"

64

2.3.1. 2. Change Back Ground Color Select the button that you want to change and click on "Change BG Color ". A window of list of colours will pop out. Drag and drop the colour to the Item Buttons (Make sure the mouse pointer has changed to a butterfly).

If you want to get the colors of your choice, click on "Custom Colors".

65

You can make any color you can do it so. Once you finish click on "Ok". Drag and drop the selected color to the Item Buttons. Once you finish click on "Close" to close the window or click on "New Menu" to add a New Menu. 2.3.1. 3. Activate/Discontinue a Menu If the check box "Active" is checked the Menu is active. Uncheck the check box to discontinue a Menu. 2.3.2. Edit Menu Select the Menu from the menu list and click on "Edit" 2.3.3. Delete Menu Select the Menu from the menu list and click on "Delete" 2.4. Menu / Item Layout

Home

You can drag and drop any Menu from the Menu list to the Menu Buttons or Item from the PLU list to the Item Button of any of the Menu. The "Drag & Drop" check box in the Menu / PLU list should be checked to enable the drag and drop mode. You can add items to the Menu from the menu module also. Click on "Menu" to get the Menu List. Click on PLU to get a list of PLUs. Click on any Menu to view the Items. Use the Up/Down arrow to view other menu pages when the button just above the arrows is labeled "MENU". Use the Up/Down arrow to view other Item pages when the button just above the arrows is labeled "ITEM". The selected Menus name will be displayed just above the menu section.

66

2.4. 1. Change BG Color You can change the background color of any Menu/Item. Just click on "Change BG Color". Drag and drop the colors to the selected Menu/Item Buttons. You can create the colors of your choice also. Click on "Custom Colors" Once you finish click on OK. Now you can drag and drop this newly created color to the desired buttons. (See "Change BG Color" in Menu Module) 2.4.2. Remove Menu/Item from the Menu/Item Layout Select the Menu/Item to be removed from the Layout. Click on "Remove Menu/Item".

2.5. Table Management Home Click on "Table Management" on Main Screen

67

2.5.1. Add Section Click on "Add"

Key in the required details. Click on "Ok" to save. 2.5.2. Edit Section Select the section to be edited. Click on "Edit" Modify the details. Click on "Ok" to save. 2.5.3. Delete Section Select the section to be edited. Click on "Delete" 2.5.4. Add/Modify Section Layout Click on "Section Layout" Below screen will appear:

68

Table Name

You can change the Table Name by clicking on one of the table and type in the new Table Name and click on "Ok". You can delete table by clicking on one of the table and click on "Delete Table".

69

2.6. Functions

Home

Click on "Functions" on the Main Screen. You will get a list of Functions/Media.

By default you will get Functions. If you want filter the list for Functions/ Front POS/Discounts/All. Just click on the appropriate option button. You can also key in the name and click on "Find" to find a Function.

70

2.6.1. Add Function Click on "Add"

Key in the Function. Select a Function Type. Click on "Ok" to Save the record and close the window. Or Click on "New" to Save the record and add a new function.

This section will only exist if the type of the Function is Tax Exempt.

2.6.2. Edit Function Select a Function. Click on "Edit". Edit the function details. Click on "Ok" to save the modifications. 2.6.3. Delete Function Select a Function. Click on "Delete"

71

2.7. Discount

Home

Discount can’t be Bill/Item discount and also Amount/Percentage /Open depending on the Parameters. To Add/Edit/Delete discount the procedure is same as above. Once you select a discount type function you must key in the Amount / Percentage if it is not open discount. For Bill discount the type should be "Bill Discount" and for Item discount the discount type should be "Item Discount".

72

2.8. Media

Home

In the main screen click on "FUNCTIONS" You will get a screen with Functions/Media. Click on "Media" You will a get a list of "Media".

It can be FOC type media also. You can refresh the list for FOC/media/All. Just click on the desired options or can key in a Media name and Find.

73

2.8.1. Add Media Click on "Add"

Key in the details and click on "Ok" to save the record or click on "New" to save the record and close the window and close the window. 2.8.1. 1. Treat Over as Tip If the check box "Treat Over as Tip" is checked then the balance amount will be considered as Tip (not change). 2.8.1. 2. Calculate Change If the check box "Calculate Change" is checked then the balance amount will be considered as change (not Tip). 2.8.1. 3. Allow in split Tender If the check box "Allow in split Tender" is checked then only the Media type can be used in Split Tender. 2.8.1. 4. Open Cash Drawer If the check box "Open Cash Drawer" is checked then for cash payment the Cash Drawer will be opened automatically. 2.8.1. 5. Verify FOC

74

If the check box "Verify FOC" is checked the system will prompt for the user id and check whether he/she are entitled to FOC benefit. 2.8.1. 6. Remarks If the check box "Remarks" is checked then receipt printer will print out a few line for user to write remarks. . 2.8.1. 7. Print Signature If the check box "Print Signature" is checked then signature will be printed on the receipt else no. 2.8.1. 8. Prompt for CustomerID If the check box "Prompt for CustomerID" is checked then for each payment the system will prompt you to key in the customer ID. 2.8.1. 9. FOC Type Media Select "FOC" as Type and the check box "FOC" should be checked also. 2.8.1. 10. Display Image If the check box "Display Image" is checked then user can display image on the button. 2.8.2. Edit Media Select a Media. Click on "Edit". Edit Media details. Click on "Ok" to save the modifications. 2.8.3. Delete Media Select a Media. Click on "Delete"

75

2.9. Membership

Home

Click on "Membership" on the main screen.

You can refresh the existing Members list with selected MembershipID / CardNo /FirstName / All. Select the Option and click on "Find". 2.9.1. Add Member Click on "Add" Key in the member ship details Click on "Update" to save the record. Member Types There are 3 types of members: Normal: This type of members is not allowed for Credit/Cashless payments. Credit: This type of members is allowed for Credit payments. You can set the Max. Credit allowed for each Member. Cashless: Cashless: These types of members are allowed for Cashless payment. They can TopUp their membership card for a certain amount and after that they can use the Membership Card itself for payments.

76

You can choose a promotion type for each Member. Once you set the points per dollar, all active members can get certain points for dollar spent. They must swipe their Membership Card. They can redeem the points also. You can set the expiry date for each member. Once the expiry date is over that membership will be terminated. 2.9.1. 1. Assign Membership Card You can key in the card number or Click on "Assign card" then you will get another screen.

Now you can swipe the Membership card or key in the Membership card Number. Then click on "Select".

77

2.9.1. 2. Add Member Class Member can be in different classes. You can add new or edit type of member class by clicking on "Add Class". Below screen will pop out.

2.9.2. Edit Member Select the record. Click on "Edit" to amend the details. Click on "Update" to save the modifications. 2.9.3. Delete Member Select the record. Click on "Delete"

78

2.10. Member Payments

Home

Click on "Member payments" on the Main screen or click on "Payments" in the Membership screen.

2.10.1. Credit Payments

2.10.1.1. Add Credit Payments Click on "Add" to add a new record. Key in the Membership Number. Or click on the picture box then you will get a list of Credit type member’s details. Double click on the Members record or select the Member and click on "Select". You can refresh the member's list for certain criteria. Select the option set the criteria then click on "Refresh". Once you select a member if there is no credit system will popup an appropriate message otherwise it will refresh the credit details. Key in the payment details. Click on "Update" to update the Record.

79

2.10.1.2. View Credit Details Click on "CreditDtls"

You can refresh the credit details for the selected Members Name / MembershipID /All and also for Payment on due (for 1month/2 months/3 months/More than 3 months/All)/Paid/All. Select the option, set the criteria and then click on Refresh to refresh. 2.10.1.3. Expected Payment Date To set the expected payment date key in the date then click on "Ok" Payment on due will be calculated based on this date. 2.10.1.4. Print Just click on "Print" to print. System will print only selected records. 2.10.1.5. View Payment Details Click on "Payments"

80

You can filter the payment details for the selected member's name/MembershipID/All and also for selected date period. Select the option, Key in the criteria and then click on "Refresh". 2.10.1.3. Edit Select a Record and click on "Edit". Edit the records and then click on "Update" to save the amendments. 2.10.1.4. Delete Select a Record and click on "Delete" Only the last payment is allowed to delete. Other payments are only allowed to "Cancel" 2.10.1.5. Cancel Select a Record and click on "Cancel"

81

2.10.2. Cash TopUp Click on "Cash TopUp" Tab. Click on "Add" to add a new record. Key in the details and click on "Update" to save amendments.

82

2.10.2.1. View Cash TopUp Details Click on "CashTopUp" button to view Cash Topup details.

You can filter the Cash TopUp details for a selected Member's name / MembershipID / POSID / Operator. Select an option. You can filter the list more with Selected Date period and/or Print by Media. 2.10.2.2. Edit Select a record. Click on "Edit". Edit the Cash TopUp details. Click on "Update" to save the amendments. 2.10.2.3. Delete Select a record. Click on "Delete". Only last record is allowed to delete. All records are allowed to cancel. 2.10.2.4. Cancel Select a record. Click on "Cancel"

83

2.10.2.4. Cashless Summary You can grouped the summary by ID/ Full Name/ Type/ Receipt No/ Date etc. You can also filter your search by First Name/ MemberID/ Card No within specific Selected Date. Click "Refresh" to view the list. You also have the option to Print the summary. Click on "Close" to close the window.

84

2.10.3. Refunds

Home

Click on "Refunds" Tab.

Click on "Add" to add a new record. Key in the refund details. Click on "Update" to save the amendments.

85

2.10.3.1. View Refund Details Click on "Refunds" button

You can filter Refund details for the selected member's name / MembershipID / All and also for a selected date period. 2.10.3.2. Edit Select a record. Click on "Edit". Edit Refund details. Click on "Update" to save amendments. 2.10.3.3. Delete Select a record. Click on "Delete" Only the last record is allowed to delete. All records are allowed to cancel. 2.10.3.4. Cancel Select a record. Click on "Cancel"

86

2.11. Promotion

Home

Click on "Promotion" on the Main Screen. You will get a list of existing Promotions. You can filter the Promotion list for a selected Promotion Name/Members Only/All. Select the option and then click on Refresh.

2.11.1. Add Promotion Click on "Add" key in the details. Click on "Update" to save the amendments. Day factor: You can set the "Day Factor". If the check box is checked for a selected day then only the promotion is allowed on that day. If the promotion is only for members then it should be a "Members Only" type Promotion. If the promotion is only for Credit Card holders then it should be a "Credit Card" type Promotion. Once the "Credit Card" check box is checked, the Credit Card Discount will allow you to choose the applicable Credit Card holder that will enjoy that promotion. If the promotion takes priority than other promotion that exists then it should be a "Takes Priority" type Promotion. If the promotion is an automatic promotion then it should be an "Automatic" type Promotion. Check the "Stay On" if the promotion is on.

87

Types of Promotion 1. Item Discount 2. Group Discount 3. Buy X Pay for Y 4. Buy X Free Y 5. Sell Band 6. Coupons 2.11.1. 1. Item Discount: Can set different discount percentage for normal Hours and Happy Hours. If the checkbox "PLU" is checked item discount is selected else click on to select. Key in the Discount percentage then click on "Associate" to choose the discount Items.

Select the Item and click on "Add>" or click on "All>>" to choose all items in the list. You can use "" to choose all items in the list. You can use "" to choose all items in the list. You can use "" to choose all items in the list. You can use "" to choose all items in the list. You can use "". All of the available PLU will later be shown in the FOC Tracking Item list.

129

Remove PLU from the FOC Tracking Item list: Select one PLU under the FOC Tracking Item that is available. Then, click on "". All of the available PLU will later be shown in the FOC Tracking Item list. Remove PLU from the FOC Tracking Item list: Select one PLU under the FOC Tracking Item that is available. Then, click on "