Pos quick demo

Copyright Splash InfoTech

Table of Contents Background and details of the test system ................................................................................................... 2

What is a Standalone Mode? .................................................................................................................... 2

What is a ‘Test’ mode ............................................................................................................................... 2

Configuration of the test system ............................................................... Error! Bookmark not defined.

Users ...................................................................................................... Error! Bookmark not defined.

Revenue centers .................................................................................... Error! Bookmark not defined.

Going through the workflow ......................................................................................................................... 2

Logging in .................................................................................................................................................. 2

Override using ID 3333.......................................................................................................................... 4

Creating / Opening a check, adding items on it ........................................................................................ 5

Advanced Features................................................................................................................................ 5

Editing a check .......................................................................................................................................... 6

Feature overview .................................................................................................................................. 6

Number pad .......................................................................................................................................... 7

Advanced options while editing the check ........................................................................................... 8

Making payment ....................................................................................................................................... 9

Finalizing and closing the check .............................................................................................................. 10

Manager EOD process ............................................................................................................................. 11

Step-1 Click on ‘Perform EOD’ ............................................................................................................ 11

Step-2 View/Print Summary report .................................................................................................... 11

Step-3 Close the shift .......................................................................................................................... 12


POS Demo Guide

Background and details of the test system

What is a Standalone Mode? The copy of the system you are running is disconnected from internet, any other peer POS

stations, and the server. Because of this, all transactions being made on this system will be recorded

locally, and user will be warned time to time about system running in standalone mode and not being

able to talk to server.

What is a ‘Test’ mode The POS provides a feature where owners/managers can mark a revenue center to run under

‘test’ mode for testing / employee training purpose. While in test mode, system allows all operations on

checks except payment and printing the checks. This mode can be utilized for following purposes:

Training new employees on the POS system

Testing out new layouts/menus

During migration process from old POS to new POS

Going through the workflow

Logging in Type in the ID and click on Sign-In


When logged in as a Server, system asks for manager override as it is running in a standalone mode. This

override will not be required in regular operations


Override using Manager ID


Creating / Opening a check, adding items on it

Checks can be opened by typing the table number and clicking on Open.

On right hand side, system also shows currently open checks. Clicking on any of those checks will open

the check for editing

If you login as a manager, you will also see a tab for ‘closed checks’ which can be re-opened by manager.

Manager also can see checks created by all the users.

Advanced Features

Note the “fire course” button on ‘Open Check’ list. An experienced user can directly fire next due course

on a check using this button instead of opening up the check and then firing the course (saving a click)


Editing a check

Feature overview

1. Check object. This check can be scrolled up and down by dragging using finger (a iPhone-like

scroll). Double clicking on a menu item opens up advanced options.

2. Grand total of the sales. Clicking on grand total gives you details

3. Quick-void button

4. Browsing through different tabs give you different views of the check (group by item, group by

seat #)

5. Help Text – currently showing that the system is running in ‘Test mode’

6. Customer details. Using this button, server can enter special notes on the check which will be

further linked with customer profiles. The categories selected in these notes decide if they

should be printed in kitchen (e.g. allergies) or should just be recorded (i.e. preferences)

7. Button to go to payment screen

8. Opens up advanced options for this check

9. A number pad for ultra-fast entry. Expert users can use this number pad to save time. See

details below

1

10

11

12

9

5

4

3

6

2 7 8


10. Navigation control for selecting menu items on the check. This control is configurable. Going

forward, the POS will be loaded with more intuitive and faster navigation controls built for

specific purpose (e.g. winelist). Customer can choose most appropriate navigation control for

their setup in configuration

11. Breadcrumbs for quick navigation

12. Find button for quick search

Number pad

The number pad system configured for ‘fine dining’ type restaurants allow experienced customers to

increase their data entry speed drastically using shortcut codes. The numberpad has following buttons

1 to 0 numbers

, as a separator

Qty – quantity

G – Guest count

L – Lady seat

S – seat #

Here are some examples of what the number pad can do:

USE CASE CODE ENTERED

Specify guest count as 4 G 4

salmon for next seat salmon

salmon for seat #3 Salmon 3

salmons for seat 5 and 6 Salmon 5 , 6

salmon for seat 1, 3 and 11 salmon 1 , 3, 1 1

salmon, no seat# salmonQty 3

salmon for next seat salmon

Change guest count to 6 G 6

3 salmon, seat1 is 'well done', 3 is 'regular' 11 is 'regular' (Compulsory modifiers)

salmon< modifiers-welldone> 1, < modifiers-regular > 3, < modifiers-regular > 3

3 Chicken Breasts, seat1 has no optional mod, 3 requires no salt, 11 needs no salt and sos (Sauce on side)

chickenbreast 1, 3 < modifiers-No Salt >, 11 < modifiers-No salt >< modifiers-SOS >

Specifying a lady while adding menu items for seat 3 salmonL 3

Specifying a lady for seat 3 without adding menu items L 3

Specifying a lady for seat 3 and 6 without adding menu items L 3,L 6


Advanced options while editing the check

1 Import menu items from other revenue center on this check

2 Check related options

a. Split checks and/or transfer items across checks

b. Void check

1 2


Making payment

1 Quick payment option using credit card if the entire check is getting paid by a single card. This

option is not available above since the restaurant is running in test Mode. This option will be

available in any other revenue centers configured.

2 Show other payment options for quick payment. Only ‘Test’ payment mode is shown here since

the restaurant is running in test Mode. This option will be available in any other revenue centers

configured.

3 Options for split, discounts and advanced deposits

4 Shows a list of payments already made

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3

4


Finalizing and closing the check Enter gratuity and close the check


Manager EOD process To end the shift, manager will perform a EOD (End of Day) process. This will close all the checks, clock-

out all the users, generate a summary report and submit the checks to server for reporting.

Following is the workflow for manager EOD process

Step-1 Click on ‘Perform EOD’

Step-2 View/Print Summary report

Close all the checks if system warns you that there are any open checks

System will present you the summary report. Click on Print


Step-3 Close the shift

Clicking on ‘Print’ takes you to last screen where the shift can be closed


Documents

Pos quick demo