Restaurant POS
To open this popup, click the
Restaurant POS in the Module List on the left-side of the main screen. You will need to login to access this and the
Point of Sale screen. This is where you can
Create,
Modify or
Search for invoices:
Create a New Invoice by pressing the New Invoice button on the left-side of the screen.
Search for an Existing Invoice
Enter or Search for Reservations - For more information, refer to 22. Managing Reservations.
To
Create an invoice, these steps must be taken:
Step 1:
Select a
Waiter: To do so, press the button with the Waiter on it on the left-side of this screen: A popup will appear where you can click on any button with the employee name on it. Press the
OK button to save selection.
Select a
Table # by clicking on the button with Table on it (Below the Waiter button). A popup will appear where you enter the table number. Press
OK to save selection.
The
TakeOut-DineIn button will show the default as selected in the Company popup (
Takeout By Default checkbox): You may change as desired.
Step 2:
By now, you must have entered all Items, Categories and Menus. You can select a
Menu using the buttons on the top and the Categories within that menu will be visible. You may navigate through Categories and Items using the provided buttons with Arrows on them. Note: When selecting a menu, the button will turn red. To deselect, you must press the already-selected Menu button: This will show all categories regardless of which Menu they come from.
To select Items, you can do one of the followings:
-
Press a Category button: The Item buttons in the middle of the screen will be populated with the Item names, if under the same category. Press an Item button.
-
Enter an Item Serial # - You can use the KeyPad if required. An ENTER character at the end of the Serial # invokes Add Item.
The added items will be displayed in the grid including any Bundles and AddOns as defined in the Item popup.
Step 3:
With each item added to the grid, the totals are updated accordingly. You may navigate through items and do one or more of the followings. First you must select the entry for that item by using either a mouse-click or the buttons with the Arrows on them.
-
Delete an Item by pressing the Delete button: If an AddOn or a Bundle item is selected, only that Item will be deleted. However, if the main Item is selected, that Item including all AddOns and Bundles are deleted.
-
Change the Discount on an Item by pressing the Discount button: The Item Discount popup will appear where you may either make the Discount fixed or use the Variable Discount as defined in the Item popup.
-
Change the Item's quantity by pressing the Quantity button.
Note: This will change the Quantity of the Main Item including all its Bundles and AddOns.
-
Press NoAdd button: If a Main Item or its Bundles are selected, the Quantity of the whole package will be reduced by 1 - For zero Quantity, the package will be deleted. For a selected AddOn, a Minus will be added to the name indicating that the customer does not want that AddOn such as Salt or Peper on the food.
-
Press Extra button: If a Main Item or its Bundles are selected, the Quantity of the whole package will be increased by 1. For a selected AddOn, a Plus will be added to the name indicating that the customer wants extra of that AddOn such as Ketchup or Mayonnaise on the food.
Step 4:
You can then use the buttons at the bottom of the screen as required:
-
Print an Invoice and/or a Receipt: The Report and Receipt Printers can be defined in the Local Settings popup.
-
Press Cash, Check or Pay button to record payments: For Cash and Check, the Payment popup will be displayed with the required payment method selected. By pressing the Pay button, a popup will appear where you may select an appropriate Payment Method button and press OK to save the selection. Then, the Payment popup will appear with the selected Payment Method.
-
Open the Cash Drawer by pressing the button with a Cash Drawer on it.
-
Enter a Tip amount by pressing the Tip button: A popup will appear where the amount can be entered.
-
Send Order to the Kitchen by pressing Send Order button. This will print a receipt to the Kitchen Printer if any. It will also sends it to the Kitchen Monitor popup.
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Point of Sale Screen
Select the
Point of Sale from the Module List on the left-side of the Screen: The Point of Sale screen will be displayed. This is where you can
Create,
Modify or
Search for invoices:
Create a New Invoice
Search for an existing Invoice
Record Customer Return - For more information, refer to 15. Recording Customer Returns.
You will need to login to see this screen. To
Create a new Invoice in the
Point of Sale Screen, the steps are:
Step 1:
Press the
Add button next to the label
Sale Order ID to create a new Invoice. The
Sale Order Popup will appear: Complete the information in the
Sale Order popup. When the
OK button is pressed, a new Sale Order is created.
Step 2:
To add items you can do the following:
-
Enter or Search for an item's Serial # in the provided textbox: If a valid number, the Item ID is populated. You can modify the Qty and then press the Add Item... button.
The Point of Sale screen is now updated with the
Total Due Amount and the
Balance. The
Freight Charge and the
Taxes are also included in the
Due Amount.
Step 3:
The
Paid Amount will initially be 0.00: The
Customer Payments can be added. After the Payments are recorded, the
Paid and the
Balance on the Point of Sale screen are updated.
The Customer may need to make several payments for the same Invoice. You can view the Payment list by pressing the
Payments button. For more information, refer to
13. Managing Customer Payments.
Print an
Invoice or a
Receipt after all the items are added to the Sale: To do so, press the proper button next to the
Add Payment button.
Press the
Send Order button to send the order to the
Kitchen Monitor UI and print to the Kitchen Printer as set in the
Local Settings.
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Customer Sale Orders Screen
Select the
Customer Sale Orders from the Module List on the left-side of the Screen: The Customer Sale Orders screen will be displayed. This screen displays the list of all the
Customers: By selecting a Customer in the list the
Sale Order Details grid will be populated accordingly. You can also
Go to a Record: To do so, press the button with two Arrows on it.
You can
Modify,
Add or
Search for a Customer here.
Select an entry in the Sales Order Detail grid and
View the Sale Order by pressing the
Sale Order button. You can also press the
Payments button and
View Payments.
The list of customers and the sale order detail for a selected customer can be exported to a .CSV file by pressing the
Export List button. A .CSV (Comma Separated Values) file is a popular delimited text file format where a comma delimits fields. You can easily view .CSV files using MS Excel or other spreadsheet programs.
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Sale Order Details Screen
Select the
Sale Order Details from the Module List on the left-side of the Screen: The Sale Order Details screen will be displayed. You can view the list of all the
Sale Orders with their corresponding
Sale Order Details. You may also need to
Go to a Record: Press the button with two Arrows on it.
This screen includes a Sale Orders listing and a Sale Order Details grid. When a Sale Order is selected, the corresponding
Sale Order Details list will be populated. You can
View or
Search for a Sale Order or an Invoice.
After a Sale Order Detail is selected in the list, you may
View the Payments by pressing the
Payments button.
The list of sale orders and the sale order detail for a selected sale order can be exported to a .CSV file by pressing
the
Export List button. A .CSV (Comma Separated Values) file is a popular delimited text file format where a comma delimits fields. You can easily view .CSV files using MS Excel or other spreadsheet programs.
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