uTouchPOS++ User Manual - Green Computer Solutions
Contents
1. Customer Paid j PAYMENT Barcode Due T Suests a TAX EXEMPTION EBT SALE Tender 2 65 E prie 2 50 Item Unit Qty 7 Sa Cafe Latte PETIT EA 1 Gratuity 0 00 re Total TOTAL TAX Change 0 00 TOTAL PRICE 7 EXACT AMOUNT 5 10 amp x x i 40 50 o e oO 100 20 R CAN PAY BY CASH N a Qn tien TREE TEXT TA Buttons List J 2s lt d CONFIRM ORDER PAYMENT MODIFIER PRINT BILL CLOSE SPLIT BILL ITEM DC TICKET DC CUSTOMERS 1 Login as cashier or Manager 2 Click on Quick sale Scan the item or select your item from the Inventory Menu Group Button You can also click on the List option and search your items by name and clicking ADD TO ORDER Item will appear on left hand window Click on confirm order For restaurants this will send tickets to the kitchen When ready to close out a check ticket click on payment Select your payment option cash debit or credit Click enter A receipt will automatically be printed if your printer has been properly setup within the software w oe oY Gr PAYMENT BY CASH Click on Payment select Cash Under Tendered Amount enter the amount of cash that the customer has given you If the customer has given you the exact change you can instead click Exact If you accept Tips you can also enter the tip amount in the Gratuity Tip bar when needed When you type in this2. 41 LadyPnkSpirtQtrSockAsstSz9 11 amp amp 1 182 42 _LittleDreamKidSock1prAsstSz amp Col ASST g Y Gift Card cama 2 EBT Applicable a7 GL DS a a Keyboard eA Save Close lt gt 5 Go to Main setup and then click on Tab External modules 6 Check the box Integrate Gift Cards and save it 74 QR eACK OFFICE p a ee lls M b i o amp Main Setup A ee m pem WANCED OPTIONS TERMINAL OPTIONS POS TYPE PRINT CUSTOMER LOYALTY DEVICES EXTERNAL MODULES 4 gt EA Printers EEE CREDIT DEBIT CARD INTEGRATION g gt Employee Use Credit Card Integration Role Use US PIN Debit Integration amp Permission Use Canadian PIN Debit Integration D Dining U Room Use Voice Auth Dining i Table Use Pre Auth Use Final Sale Integrate Gift Card E3 Suppli reer Integrate EBT Food faa aco a Integrate EBT Sale Price Show Tip Adjustment Window Right After Payment Schedule Label MERCURY PAYMENT SYSTEM Wh 5 Printina Use Mercury Payment System Integration Tax sq Database 4 Access gt Credit Card Address x1 mercurydev net x2 mercurydev net J g GJ Inventory Gift Card apart Sever Add g1 mercurydev net g2 mercurydev net J c i L Merchant ID 395347306 TOKEN yy a Action Log y Ead Save Close To complete a Gift Card Sale Using the Quick sale feature click on gift card The software will ask how much
3. Close Se eee 10 Click on Back Office Click on Tax To add a New Tax group click the plus sign on the left hand side Type the name for the Tax group e g US SALES TAX The label is always TX Click on Save To add a new Tax Item click the plus sign on the right hand side This plus sign has an additional graphic Input the name for the Tax item e g TAX and the rate e g 8 This is the basic rate If there is an alternative tax rate in your area you will select the Alternative Tax box and then fill in the appropriate information in the Alternative Tax Condition area For example the alternative rate is 5 when the total sale is less than 4 dollars Click on save If your area charges more than one tax rate you will add more tax items by clicking on the plus sign on the right hand side and selecting the same Tax group name Update your tax rate as needed 22 Importing Inventory Menu 1 First you must remove the sample database from your software To do this click on DB set up and select either the Retail Blank FDB or RestaurantBlank FDB and Save it 2 Login as Manager 3 Click on Back Office 4 Click on Export Inventory save it as blanktemplate csv 5 Now open your excel file template and fill out the categories according to your inventory or menu IE id 2 testcsy Microsoft Excel al ue Home Insert Page Formul Dat Rene e Load Test T o F o a a a ee A r
4. xam Phone Number Business Name Birthday 0000 00 00 Verification Code Zowma Get a naw code zowmzi Register 5 TeuchPOS Registration Tal i4 a epdeteutuuchyus com dewnlved indes php user regishelion Bec Y cur f OG r E Most Visited I Loginto Magento Ad New Order RSS M Gmail 2 VNC2 Customer RescusGe Getting Started gt E Eockmarks Ey oo Hume Registalion Registration Thank ycu or your registrator Please check your email Copyright 2011 2912 by uTouchPOS Systems All Rights Reserved B p 3 Check your email for a confirmation letter Follow the link back to http update utouchpos com and Login on top of the page 4 Login using the information you provided for registration during Step 2 Firefox gt Lo 2 gt a L uTouchPOS Login x F update utouchpos com download ndex php user legin O c fa Google P CFC g a Most Visited J Log into Magento Ad New Order RSS M Gmail VNC Customer RescueGe Getting Started E Bookmarks Home Login Login Please fill out the following form with your login credentials F elds with are required username or email m max password Register Lost Password E Remember me next time Login 5 Select My Licenses under MyAccount on the top
5. 8 If you want to configure the kitchen printer then check the box for kitchen printer 1 15 9 Click on Save MULTI STATION POS SET UP t includes back office server and POS terminals All stations and back office server should be in same WORKGROUP LOGIN jj a m Eas Slay x Oct 14 Sun ewes G 2 1 6 U POS C eT 0000000 nT All Rights Reserved EMPLOYEE NUMBER ID CARD DB SETUP DB File b RetailSample FDB DB Username sysdba Q o A v 2 R fe CANCEL Keyboard DB SETUP SHUTDOWN ENTER 1 You must set up the network using the back office server Log on to the back office server start uTouchPOS software While on the Login screen click on DB setup located on the bottom left hand side 2 Choose your data base file Either RetailBlank FDB or Restaurant Blank FDB click the magnifying glass icon select the folder marked DB then select the file 3 Click on TEST then Save For the back office server by default the DBHOST will be labelled LOCALHOST 16 5 The DBHOST can be renamed but make sure to note the name you choose e g SERVER 3PM A INI Seve gt n 1 Gt SERVER ___ eT 3050 AND wT LANS ay 1am n 6 Now log on to the client PC POS station or Terminal and start uTouchPOS While on the login screen click on DB setup a
6. Q BACK OFFICE a 9 2 of X _ 2 lt Main Setup Category Group Item Modifier Modifier Mapping CMP EG x Printers el Inc Seance f KiITCnen 2 bar z A Kitchen 3 Bar 3 l a Employee Kitchen 4 Bar 4 I Roe ITEM Permission NAME Apply This to Same Group ining i Apply This to Same Category Room si 22 Cotton KidsSocksWhtSz4 6 3pr 187345 Apply This to All l Table 23 DELUXE MenTies Asst PP 11 95 356 rx 24 ElitetadykneeHiSocksPrintasst 182153 rem E oe O Spier 26 EliteLadyKneeHiSocksSolidAsst 18215 Unit LB OZ KG G l sana aS 27 GardeningGloves 1pr 88 1301 Sale By Time BER 28 GLOVE COTTON WHITE 2PK SHINO PLUS Time Unit Minutes 0 E Schedule 29 GLOVE GREEN COATING 2PK ONE SIZE FITS ALL Minimum Minutes 0 2 un pare Printina 30 GLOVE KNIT BLACK 2PK SHINO PLUS k 0 00 J Database 31 GLOVE NYLON SUPER GLOVES MEDIUM gt J Access SFe 32 GLOVE SINGLE SIDE DOT SPOTTED 3PAIR 2 ASST CLR Tnventorv 33 GoldBug GrlSockAsstSz6 7 5 1pk amp amp 1 41202 Picture File 2 Import 34 GoldMedal KidsGloves amp amp 1 125 890 Show Picture Tnventorv h Action Log 35 GoldMedal MensKnitHat Asstd 243 330 Show Text With Picture 36 JerseyGlovesW PVCDots Brwn 1pr 65 28 Track Quantity 37 JerseyGlovsKnitWristBrown1lpr 651880 Low Quantity Alert 38 KennethJonesKidsSocksAsst3pk K J 226 t Low Quantity 0 x 39 LadiesTubeSocks24inAsst 34002 gt 40 LadyPnkSpirtQtrSockAsst z9 11 182 Location BIN
7. Current Database C uTowchPOS jdb RestaurantSample fdb Under this TAB you have the option to edit the appearance of uTouchPOS Software for this terminal Terminal Options only affect to single terminal It is not saved on database We strongly recommend you setup Auto Logout After Idle option for security If you are using credit card integration inputting a time value is mandatory You cannot assign a value longer than 15 minutes Full screen window The software would open in full screen Theme you can select your color theme Pink Bubble grey green etc 59 Auto Logout After Idlefor Log SQL Detad Y Create Backup om Z Report Theme gray Current Host localhost Current Database uTouchPOS db RestaurantSample fdb Back up directory here you have the path for the backup folder for your current database Current Data Base Here you have the path of current database file If you want to make any changes then you have to choose that option and Click on Save again POS Type Under this TAB you can set up the features relating specific to restaurant or retail 60 ORDER SCREEN SETTING group GENERAL ADVANCED OPTIONS TERMINAL OPTIONS POSTYPE PRINT CU ORDER SCREEN SETTING Show Barcode Input on Order Screen Y Show Menus Inventory Buttons on Order Screen Only Non UPC Items Will be Shown on Menu In
8. Dining ay NECKLACE CLEAR STONE W LIPGLOSS AQUAL l Tahle 2 AmandaTaylorLadySockOneSzipr TAT3001 AQUA SIGHS _ are Tax 3 _B2FashionLadySockSolid2prAsst 562 AQUAL UPC Barcode 729016605312 a supptier 4 BANDANA BLK MADE IN CHINA AQUAL Size Supplier l He 5 BOW 4PC DESIGNER BOW ASST COLOR AQUAL Color vel 6 BOWCONFETTI 6 ASST COLOR CB635E AQUAL Supplier 2 Price 7 BOWCURLY 2 PC ASST COLOR AQUAL 8 BRIE LadiesHandkerchief 2ct amp amp amp 1715 AQUAL m Paa 9 BRITE MensHandkerchiefs 3pk W211 3P AQUAL 4 Tax Group USTAX base 4 10 BUM WomnSockAsstSz9 11 lpk amp amp l BUM 671 AQUAL Apply This Tax to Same Group H ACCESS P AQUA1 i 11 BUM WomnSockwhtSz9 11 1pk 248 473 Q Apply This Tax to Same Category C amp J Tnventorv 12 CoachmanAthleticShoeLacesDisp 64890 AQUAL Apply This Tax to All Tuports i 13 Coachman ShoeAccesorieAsstDisp 10921 AQUAL werom 14 Coachman ShoeLaces2pkAsstDisp 2C2P3P AQUAL s n Action Log Price 1 0 50 le 3 15 COBRA BaseballCap Asst 07295 AQUAL Price 2 0 00 x 16 ComfortSocks MensSocks 1pr 183025 AQUAL 7 17 ComfortSocks MensSocks 1pr 183026 AQUAL Price 3 0 00 18 Coolove ColdWaterWash 160z 00202 AQUAL Price 4 0 00 i 19 CORDOVA MensGlovesBrownJersey 14001 AQUAL 3 20 CottonCanvasGlovePvDot 1Pr 60 2680 AQUAL 21 Cotton KidsSocks WhiteSz2 4 187346 olan S Lal E ID ls Saas i y XK A y y Kitchen Bar Printer Me a d B Keyboard Save Clos
9. If you are logged in as manager you can see the BACK OFFICE button in your command button list on the bottom of the Main Window Access to BACK OFFICE 49 Permission Dialog Back Office has sensitive data Business Information Employee Information and so on You will have to enter the manager username password again to access it 50 Back Office Structure i e al HE ETa i i FI i g lt p i Main Setup includes business information like business name address and other options that are customizable Inthe Printer page you can add your receipt printer pole display and kitchen printer Inthe Employee page you can add delete or update employee information If an employee forgets his code or password you will visit this page to view or reset his information You can have multiple dining rooms in the Dining Room page and the layout for each room can be edited using the Dining Table Layout page The Tax page contains tax set up information Inthe Menu Inventory page you can add your menu modifiers for restaurant and inventories for retail Some restaurants have a Price Shift policy You can program the software to change the price automatically based on a schedule modified using the Price Schedule page Label Printing is for retail stores who want to print out barcode labels for inventory items With this feature you wont don t need to buy an expensiv
10. 11 95 356 Category Tax 24 EliteLadyKneeHiSocksPrintAsst 182153 Group gift card gt r Supplier a 26 EliteLadyKneeHiSocksSolidAsst 18215 Show Order 0 Menu m F 2 A 27 GardeningGloves 1pr 88 1301 UPC Barcode pe Price 28 GLOVE COTTON WHITE 2PK SHINO PLUS Size Schedule 29 GLOVE GREEN COATING 2PK ONE SIZE FITS ALL Color Label m Printina 30 GLOVE KNIT BLACK 2PK SHINO PLUS P Supplier tabase 4 31 GLOVE NYLON SUPER GLOVES MEDIUM H access JP 32 GLOVE SINGLE SIDE DOT SPOTTED 3PAIR 2 ASST CLR J Inventory 33 GoldBug GrlSockAsstSz6 7 5 1pk amp amp 1 41202 Tax Group Ce T 34 GoldMedal KidsGloves amp amp 1 125 890 Apply This Tax to Same Group orv n are 35 GoldMedal MensKnitHat Asstd 243 330 Apply This Tax to Same Category w Action Log e 36 JerseyGlovesW PVCDots Brwn 1pr 65 28 Apply This Tax to All 37 JerseyGlovsKnitWristBrown1pr 651880 Price 1 O00 rs 38 KennethJonesKidsSocksAsst3pk K J 226 k 3 Cost 0 00 2 39 LadiesTubeSocks24inAsst 34002 40 LadyPnkSpirtQtrSockAsstSz9 11 182 Quantity 0 ig 41 LadyPnkSpirtQtrSockAsst z9 11 amp amp 1 182 Unfixed Pricg alee ies nen ene els il B a Keyboard Save Close 42 LittleDreamKidSocklprAsstSz amp Col ASST xj 4 lt gt 3 On the top check the box show advanced properties 4 Scroll down and check the box Gift Card Click save
11. Basic Information Item Name Button Description Category UPC Barcode Size Color Supplier LeBaron Sparkling Wine GL AQUA3 BEVERAGES 1 Tax Group USTAX Apply This Tax to Same Group Apply This Tax to Same Category Apply This Tax to All Price 1 6 50 Cost 0 00 Quantity 0 Pj eP lt gt Unfixed Price And save A Yy 1 Login as Manager 2 Click on Back office 3 Click on Menu Inventory 4 Select your item 5 Click on X 6 Click save 7 If you want to delete all items then select all items and click on X 27 CLEARING CUSTOMER QManwndow M JL x Pricing Plan DEFAULT N bao E i a A Maina Eos Sm 2nd Floo IBAR10 A ae FA Information Sales History AK gt 1 Login as Manager 2 Click on Customers 3 Select the customer you want to delete 4 Click on X and save it 28 CLEARING SALES FILES DATA Q occ orice I es i la Role G Permission D Dining Room Yq Dining Table Tax E7 Supplier Inventory fF Price I Schedule un Printina a Access 6 Tnventorv port amp Inventory Action Log A Yy You can remove previous sales history from POS Login as Mana
12. By using the customer option you can add customers to the software database To add a new customer you will click on Add New and enter the customer information in on the right side Click Save before closing SALES REPORTS X Reports X Report is the report which will print a summary of all events but will not reset the sale data you can view this report any time X Employee It shows the Total sales amount by the employee X Terminal It shows the individual sales amount on each POS terminal It is useful when you have multi station POS set up X Store It gives total sale for each terminal Z REPORT Z Report is the report which will only be printed at the END of the day it will print a summary and it will reset the totals for the period day Q Main Window _ iin _ a Ls tal x Pricing Plan Ga Gay eas ay ems TRIG A TRIE A RI A P TRE A A a may Emp Ss DEFAULT O vl DINING y PAYMENT_TYPE NET_SALE EMP Printer l Main Hal pee a 16 00 N A 2nd Floo T 2 CASH 16 00 N A SLIDE 2012 10 13 05 42 02 Z REPORT 2012 10 13 05 43 02 E g E X EMPLOYEE X TERMINAL X STORE REPORT CASH TIP ADJ CLOCK OUT fs E a lt gt CC CAPTURE CC BATCH CLOSE cc BATCH SUMMARY cc BATCH CLEAR LOGOUT 33 The options for the more specific reports are as follows Overall Sales This will p
13. Cashier etc Each of these roles can be set up allowing different permissions and or actions Under the ROLE ACTION category you can view a list of the possible actions that are available for each employee role Under the SHOW BUTTON category checked boxes indicate actions that appear to employees however the correlated box within the GRANTED category must also be checked in order to give an employee access to that function The ONLYWITH MANAGER PERMISSION category indicates functions that are only accessible by entering Manager Credentials 18 Steps to Add a New ROLE Click on Back office Click on Role Permission Click add new role Select new role and type the employee name e g Tom Check the boxes for the actions which you want to give to the employee Check the appropriate boxes for show button and granted for specific actions and permissions 7 Click on Save i ae EMPLOYEE SETUP Back Office gt Employee BACK OFFICE a N ee First Hame Tom EMPLOVEE CODE FIRST NAMIE Permission _ P Dining Room Unlod Locked account iv Uniock Reset Account FI Dining Table ae SSH SIN Drivers License Ho IR Driver s Licens Expirey 2000 01 01 19 There are default employee names already programmed into the software Tom as Manager John as cashier and Jane as server which can be changed Steps to add a new employee aoe eS ie ge 10 Click on Bac
14. Moder Action Log Flavored Syrup Shot BEVERAGES Coffee eea Espresso DOUBLE BEVERAGES Coffee Espresso BEVERAGES Coffee Egg amp Cheese Sandwich FOOD Moder Drip Coffee PETIT BEVERAGES Coffee Drip Coffee GRAND BEVERAGES Coffee Croq Selection s FOOD Moderi Crepes Sweet FOOD Moder Crepes Savory FOOD Moderi Crab Salad Bretonne FOOD Moderi Cappucino PETIT BEVERAGES Coffee men O aJ G 2 tb oe Aa a al Cx 2 av B a Keyboard Save Close Login uTouchPOS as Manager Click on Back Office Click on Menu Inventory Click on the Modifier Mapping tab Click on the right hand side type the name of your group e g Pizza Topping Scroll to the right and check the box under REQUIRED Y N Click save Go to the Modifier Tab Click type the name of modifier e g Pepperoni and include extra price if needed 10 Click on the Modifier Group Tab and select your group e g Pizza Topping 11 Click Save 12 Click on the Modifier Mapping tab 1O 00 O U A 45 13 On the left hand side you will see your Menu Item list Select the item e g small pizza that you would like to add the modifier group 14 Select the modifier group you created e g Pizza Topping 15 Click the arrow pointing to the left 16 Click save 17 You will no be able to see the modifier group Pizza Topping under your item small pizza SLIDES AND DINING ROOM ee Ne Login to uTouchPOS a
15. drinks For a restaurant Menu Pizza is the menu item and the group would be Meal Qe eac orice OM eee 0 nln a amp Main Setup Category Item Modifier Modifier Mapping Printers 4 R EEEE whe BUTTON DESCRIPTION SHOW NAME ORDER Role amp Permission 1 Soft Drinks D Dam 2 Meals Room Yj Dining Tahle x a 4 v a y Keyboard Save Close Categories Inventory groups are separated further into categories Categories are the broadest separation of groups For example beverages is the category and group would be soft drinks Food is a category for the Meal group name 36 Adding New Categories Q Back OFFICE E aS T aa ips jo Main Setup Category roup Item Modifier Modifier Mapping _ S Printers ld g gt Employee CATETORY SHOW NAME DESCRIPTION ORDER Permission 1 Beverages Dinag 2 Food I E 3 Schedule One Sion Geena Ea Action Log tts E a m a y Keyboard FL Close 1 Login as Manager 2 Click on Menu Inventory 3 Click on Category tab 4 Click on add new category 5 Type the name of category e g Beverages description and order number 0 lO 10 11 12 13 14 15 16 17 0 1 2 etc Click on Save Click on Group tab Click on add new group Type the name of group e g Soft drinks description and order number0 1 2 etc Click on save Click on Item tab Clic
16. reason for opening the drawer is required for which a box is given to write an explanation This explanation is stored in Drawer history Payment See MAKING A SALE If you have already entered a customer s purchase information in the Order Screen but they have not yet paid you can select the ticket from the main screen by clicking on it Once you have selected the correct ticket you will click on payment This will automatically open the payment option through the order screen and you can complete the payment Tickets By clicking on Tickets you can see a list of the past tickets that will go further back in time than the main screen will show The list of the tickets will also show which employee made which sale You can select a past ticket by clicking on it and you can view the details of the sale by clicking on Details Customer See MAIN WINDOW FUNCTIONS gt QUICK SALE gt CUSTOMER CC CAPTURE This feature will allow you to view a list of the credit card sales made throughout the day you will need this option if you will be entering credit card tips at the end of the day Here you can adjust the tips and can change the tip amount CC BATCH CLOSE After the adjustment of tips you can close the batch at the end of the day CC BATCH SUMMARY Gives you the Net batch amount of credit purchases and credit returns for the day It will also serve as a set up for the Batch close at the end of the day the summa
17. you wish to charge for a gift card when you are making a sale When you put in the amount you will be charging for the gift card uTouchPOS will ask you if you are activating a new card or recharging a previously activated card You will select the appropriate option and then follow the steps when the software prompts you After you swipe the card through your integrated credit card swipe you will be notified once the card has loaded successfully and the gift card will be brought into the sale on the order screen Next you will click on payment you will first click on confirm order for Restaurants Using a kitchen printer and choose the method of payment You can now accept the Payment from your customer and complete the transaction 75 Accepting Gift Cards uTouchPOS makes it quick and easy to accept gift cards You will enter the items into a sale as you normally would see making a sale and then you will click on payment for Restaurants using a kitchen printer you will need to click on confirm order first For payment type you will select gift card and then you will swipe your customers card through either your integrated credit card swipe or through your standalone unit 76
18. 1 Click Enter and then click ok Cashier Employee Number 222 Employee Password 222 Server Employee Number 333 Employee Password 333 U TOUCH OP OS ST The initial password is same as the employee number Press Enter to login P Keyboard DB SETUP SHUTDOWN CANCEL x 5A Each employee should have their own employee number and password Each employee having their own personal username and password will ensure that employees will only be allowed to have access to actions that are allocated to their role for example a server cannot sign in as a cashier thereby gaining access to the cash drawer f you don t have any clock in data or are already clocked out the clock in record will be generated automatically Clock in clock out data will be collected for each sales report ran At the end of the day the employee has to clock out from the software and this will be useful for generating employee report If you fail to login 5 times with the wrong password the account will be locked for 30 minutes Manager accounts can reset employee passwords or you can access to back office while in recovery mode The default recovery mode username password is 1 recovery1 We also recommend you change the default recovery username and password which can be found in the Back Office gt Main Setup gt Advanced Options gt Security Logout Clock out Main Window a2 USied th end af on Gob
19. 9 Hymns 7 Role Ca Permission Address Kirkland fij EREE Postal Code H9H 3L4 Phone Humber 1 600 204 6881 i LE s License Key _ A924 796 A24A8 k Terminal Name ray desktop a MAC Address 00 08 9F FF A008 Menu Inventory He Price Schedule Fag EXAMPLE DATE 1999 12 31 08 45 59 PM yyyy MM dd hh mm ss AP Ci Printing Long Date Format wyyy MM dd 1999 12 31 4 eet pa LO Access Short Date Format MMM dd DEC 31 Lx Inventory A Import gt Long Time Format hh mm ss AP 08 45 59 PM cg Action Log pree Short Time Format hh mm AP 08 45 PM K Column Row i Menu Inventory Group 6 2 MenufInventory Item 6 s Modifier Group 6 2 Modifier Item 6 BIE 4 A gt x pee Yy need Seve A RAT ASR Advanced The Advanced tab allows you to make the software run properly for the way you run your business These options will personalize what options will come up and what options will not as you are processing orders and payments 53 ADVANCED Tab consists of the following features SECURITY GROUP GENERAL ADVANCED OPTIONS TERMINAL OPTIONS POS TYPE PRINT Cu gt Trace All Employers Actions Tt may increase database sire Force Password Expiry Every 90 4 days For Manager Account Emergency Recovery Employee Code For Unlocking User 1 Emergency Recovery Password stesneene Trace All Employee Actions the Action Log page in the Back Office will show employee s actions If you che
20. Cards If you are not using our Mercury Merchant services your merchant service provider will supply the gift cards needed to function with their credit card terminal In your UTouchPOS software you will enter an item called Gift Card You will enter this item with an unfixed price which will allow you to manually enter the amount to be loaded onto the card If your state province charges sales tax you will enter this item with a NO TAX rate Once you have entered the gift card into the sale you will accept payment from your customer Once you have taken the payment you will swipe the card through your stand alone unit and load the card with the amount paid by the customer If you are using Mercury merchant services Since everything is integrated all of the processing will be done directly through uTouchPOS software 1 Click on Back Office Click on Inventory Menu Click on and enter as an item Gift Card 2 Check the box Unfixed price Q eackorrice ge Fp M S gt a elles E N bieh Cas Main Setup Category Group Item Modifier Modifier Mapping n Printers vY Incremental Search 4 Show Advanced Propgrties Employee mn we Basic iitormation Role lt gt a NAME Item Name gift card D Dining Button s Room ___ KidsSocksWhtSz4 6 3pr 187345 IEA 22 Cotton Kids z4 6 3pr Description Tahle 23 DELUXE MenTies Asst PP
21. DOW OPTIONS Hide Current Time Hide Employee Info For Current Session Hide Last Tendered And Change Hide Applying Price Shift Check Price Shift Every 3 Minutes DINING TABLE VIEW Refresh Dining Table Map Automatically Every 0 Minutes L RECENT TICKET VIEW Refresh Recent Ticket List Automatically Every gt Minutes a Keep Closed Tickets in Recent Ticket View for 0 Hours Normally when you login to the software there you will be a MAIN WINDOW which display options on the left hand side of the screen last change current time employee name etc Click the box if you wish to hide them If you have a price schedule set up the S W needs to check the schedule for the required amount of time i e every 3 minutes etc a For multi station restaurant retail you may want to have Dining Table Ticket List refresh periodically Refreshing the dinning table map enables other terminals to the map in its accurate state RECENT TICKET VIEW It gives you the option to set up the refresh time for recent Tickets from other terminals In a multistation network You can also view recently closed tickets for the desired amount of time you indicate 58 MAIN SETUP BACK OFFICE gt MAIN SETUP CONTINUED TERMINAL OPTIONS Use Fulll Screen Windows Auto Logout After Idle For 0 2 Minutes Log SQL Detail Y Create Backup on Z Report Backup Directory juchPos backup J Theme pink Current Host localhost
22. Last Name 2nd Floo Home Phone 1 f Home Phone 2 fa Cell Phone SLIDE Email Address Cross Street Customer Note Birth Date 2000 01 01 av g a al p OPEN TICKET QUICK SALE REPORTS BILL RECALL me Es BES E lt gt You can import customers from older versions of utouch software using Microsoft access database Using your test mdb file you can import all of your customers 1 login as Manager 2 Click on Customers 3 Click Import from MDB 4 Locate your test mdb file c programfiles x86 Rescuegeeks UTouchPOS db test mdb Select it Click open Click ok 6 Click save v 26 CLEARING INVENTORY Q BACK OFFIC OX Main Setup Category Group Item Modifier Modifier Mapping __ Y Incremental Search Employee a Z Role ITEM P EE NAME BUTTON DESCRIPTI Oraon 1 CZE ieee Table 2 LeBaron Sparkling Wine BTL k 3 LaFiera Pino Grigio GL G 4 LaFiera Pino Grigio BTL ics 5 St Kilda Chardonnay GL Sew 6 StKilda Chardonnay BTL C Invenn E Price 7 Mountain View Cab Sauv GL s sem 8 Mountain View Cab Sauv BTL D Label Printina 9 Portocolo Rose GL a My 20 Portocolo Rose BTL 3 Access 11 Lush Bakery Mimosa Glass x Export l Inventory 12 Bud 14 Magic Hat Action Le wy Mon 99 JAA 15 Stella Artois 16 Cafe Latte PETIT 17 Cafe Latte GRAND 18 Cafe au Lait PETIT 19 Cafe au Lait GRAND 20 Cappucino PETIT 21 Cappucino GRAND Show Advanced Properties
23. Name List License Keys BACK orice 1 Copy information trom your back office SASIC INFORMATION m PostalCode H9H 314 Phone Number 1 800 204 6881 2 Paste the generated key to your back office MAC Address 00 08 9F FF 4A 08 GENERAL OPTIONS POS COMPUTER Create Lil Dragit command d SB www 8 Input your business information exactly as you have entered it in to uTouchPOS software This information is located in the Back Office Default login username 1 and password 1 gt Main setup gt General Please note the graphic above for the required fields Make sure you copy the information exactly as you have entered it into the software as it is case sensitive Click Create 9 You will see the license keygenerated based on your store information You can see all of your license keys from the List License Keys menu on the right Copy and paste that License Key into the Back Office section of UtouchPos and Save Then restart the software License Kay E505 71BA BDB34 13 fj trctox a a uTouchPOS License x i Ve utouchpos com rd rece ine 8B neg le P A E g iz 12 Most Visited M Luy intu Meyerty Au Q New Order RSS M Ginail C eVNC BS Custurier ResucGe y Getting Slated gt EI Buvkinerhs a Home Licenses License Keys m Generate License Key Order Number Bus
24. S POSTYPE PRINT CUSTOMERLOYALTY DEVICES EXTEI gt Use Customer Loyalty LOYALTY CREDIT CALCULATION Deposit Loyalty Credit Only For Cash Sale Calculate Credit on Sale Amount without Tax Saving Credit 5 00 of Sale Amount PAYMENT OPTION FOR LOYALTY CREDIT Customer Can Use Their Credit When It s Above 39 00 Don t Calculate Tax if it s paid by Loyalty Credit J i f i i HREN H Schedule i 5 Customer loyalty will be used when if you wish to keep regular customers in the software database Once you have added customers into the database click on Add New you will be able to apply loyalty or credit to the customer You can choose to give credits to customers when they spend a certain amount to calculate the credit including tax or excluding tax customers will get a percentage of the sale in a credit a percentage which you will choose and you can choose to apply credit only when customers are paying with cash Once you have set up the customer loyalty click Save and the changes will be applied 69 Back Office gt Main Setup gt Devices WEIGH SCALE uTouchPOS 1 x only works with NCI compatible weigh scales To setup your scale refer to the manual enclosed to the scale Press Default button to reset all values If you ve changed the DIP switch on the scale it might have changed some settings other than default You can adjust the values on the screen and press the SAVE bu
25. Se If you don t have any spreadsheet applicaiton tab separated format text will work as well S Printers g Barcode Font IDAutomationHiC39M v9 00 y Reset to Default 3 Employee Paste Text Font Arial _y 8 70 5 y Reset to Default p a Beter ae vY Show me an example Drm All Nutrient Conditioners Nourishing conditioner 120z 7 70 Lies ea re eee Tax ay supplier T Untitled Notepad o S S x ES nomad File Edit Format View Hel on as aos i EHN 2 00 m z E ee Printina ONIN Boot jeg e812 3548 lt peneio5om C ah 2 00 Action Log a B m y Keyboard Save Close 1 Go to c uTouchPOS redist bcfont and extract the file bcfont zip 2 Copy the barfont ttf file into c windows Fonts 3 Click on Back Office 4 Click on Label Printing and confirm barcode font to be IDAUTOMATIONHC39M 5 Click on show me an example 6 Open note pad and follow the example format i e four columns separated by Tab y 7 First column should be the UPC code 2nd column should be the name of ITEM 3rd column should be the description 4th column should be the price of item 8 Select all the data from note pad copy and click Paste button within the label printing window The bar codes will appear 9 Click on Save The barcodes will be saved in pdf format enter the filename and click save 10 Now they can be printed by text printer 48 Back Office Is used for the set up of your business s main functions and features
26. a ck to login screen without clocking out A p Once you have logged in successfully you will see the Main Window where you will see a dining table layout if in restaurant mode or a list of recent tickets if in retail mode All of these features are customizable If you want to logout without clocking out you will have to press the LOGOUT button to go back to login screen And likewise to clock out you can press the CLOCK OUT button to make a time card record This will be shown on the REPORT later to calculate total working hours Registration and Company Information ge oe ee Login as Manager Click on Back office Click on Main setup Under the general tab of the Main Setup you have to enter your business information and license key You can get license key via two options a You can email your order number Business name address1 and address2 terminal name Mac address to activation utouchpos com or b 1 Goto htt upda m and select Register on the top menu bar 2 Fill out the information requested along with the email address you provided when you purchased i UTouchPOS Registration x i gi update utouchpos com cdownlcad index php user registration 6 2 4 Google o ft T w aenga e ea a E Most Visited Log irte Magento Ad Q New Order 255 A Gmail 7 e vncat Customer RescucGe QD Getting Started s EJ Bookmarks j Tirst Name i max Last Name
27. any license key generated yet it should be blank Select Generate license Key located on the right hand side 10 7 You can select your order number in the combo box Select the order number which corresponds with your uTouchPOS software purchase mica r _ uTouchPOS Create License x j e update utouchpos com download indexphp hicense create o C 33 Googie P A D o e B Most Visited Log into Magento Ad 2 New Order RSS I Gmail C savNCss th Customer RescueGe Getting Started EJ Bookmarks ee nd Home Licenses Generate Generate License Key operatons Fields with are required Order Number 400000003 1 Copy eviormaton tom your ack office Postal Code H9H 314 Phone Number 1 600 204 6881 Address2 Terminal Name Create l mM e 7 EE l x Dragit command ta vw Paes amp 11 SI Fields with are required Order Number E uTouchPOS Create License x update utouchpes com download index php license create T B Y c 3 Google P El iil B 3e v Most Visited J Log into Magento Ad New Order RSS P Gmail E VNC Customer RescueGe Getting Started gt EJ Bookmarks W Home Licenses Generate a i l Operations Generate License Key 100000003 Business Name uTouch Store Addressi 1234 ABC Street Address2 CA Terminal
28. ck this option it will record all actions including activity like Quick Sale Confirm Order Payment and so on Manager password should be kept secure You can change frequency at which you are prompted to change the manager password but the maximum number of days is 90 You can set the time limit for Manager Account Password expiry or You can disable the time limit if you uncheck Force Password expiry option Emergency Recovery Password This is used to unlock Manager or other employee user Account if it has been locked due to invalid number of Login attempts Enter an emergency recovery Password and save it 54 NEW SALE GROUP EZES C Ask POR HERE TO GO DELIVERY Options for Quick Sale Ask NUMBER OF GUESTS For Quick Sake Ask NUMBER OF GUESTS For Dining Sale Ack CUSTOMER INFORMATION For Sale Ask MENU INVENTORY ITEM NAME For Unfived Price Item Quick Sale consists of options for making quick Sales and Dinning Sales You can select these optioins according to your Business needs FOR HERE TO GO DELIVERY Options is useful for quick sale restaurants NUMBER OF GUESTS for Quick Dining Sale is useful for kitchen printing CUSTOMER INFORMATION is useful for customer loyalty program or delivery restaurants You can have a custom menu without fixed prices for special orders If you check MENU INVENTORY ITEM NAME for Unfixed Price Item you can even type in the menu name Otherwise th
29. ction Other options in Quick Sale include Print Bill The Print Bill option will be used if you wish to print another copy of the bill for the most recent ticket Split Bill Watch Youtube Video If there are customers who purchase their items on the same ticket they have the option to pay separately You can split the bill amount by the items they have each chosen by the dollar amount or directly in half Void Item will be used to void certain items from the current ticket Before you click Void Item you will have to make sure that the appropriate item is selected Void Ticket will be used to void all items from sale This feature is used to void a ticket that has already been completed uTouchPOS software will ask if you want to complete the void click yes You will enter the reason for the void and press enter to finalize You can view a list of the voids that have been preformed and the reasons that they have been voided Item DC discount To give a customer a discount for specific item you will use the discount button Discount an item by selecting it before clicking on Discount Once you have clicked the discount option you will have the choice to discount the item bill by a dollar amount or a percentage The new discounted price will be reflected after you click on Enter in the Discount option Ticket DC To give a customer a discount for total sales amount Close will close the order screen 32 Customer
30. e 39 Qaxxor w P lle T b k Sra Main Setup Category Group Item Modifier Modifier Mapping Printers Incremental Search 4 Line ES bar Z a Kitchen 3 Bar 3 Em e ployee Kitchen 4 Bar 4 Role ITEM m Permission NAME BUTTO Apply This to Same Group Dining Apply This to Same Category Room Sa e enr sron wurr gat Table 2 AmandaTaylorLadySockOneSz1pr TAT3001 AQUAL Tax 3 B2FashionLadySockSolid2prAsst 562 AQUA Sales By Weight Time ame 4 BANDANA BLK MADE IN CHINA AQUAL Sale By Weight eon 5 BOW 4PC DESIGNER BOW ASST COLOR AQUAL Unit LB OZ KG G pcn 6 BOW CONFETTI 6 ASST COLOR CB635E AQUAL Sale By Time Price 7 BOWCURLY 2 PC ASST COLOR AQUAL Time Unit Minutes 0 a Esne 8 _ BRITE LadiesHandkerchief 2ct amp amp amp 1715 AQUAL Ree Oo B Ml printina 9 BRITE MensHandkerchiefs 3pk W211 3P AQUAL I E 0 00 Database g 10 BUM WomnSockAsstSz9 11 1pk amp amp 1 BUM 671 AQUAL gt ke a Acces 11 _BUM WomnSockWhtSz9 11 1pk 248 473 AQUA1 GJ Inventory 12 CoachmanAthleticShoeLacesDisp 64890 AQUAL Picture File p GJ Import 13 Coachman ShoeAccesorieAsstDisp 10921 AQUAL Di Inventory 5 AAT EFA 14 Coachman ShoeLaces2pkAsstDisp 2C2P3P Q Show Text With Picture 3 F AQUAL Baie 15 COBRA BaseballCap Asst 07295 iQ Track Quantity AQUA 16 ComfortSocks MensSocks 1pr 183025 QI ZI Louw Qenntiny Alert 17 ComfortSoc
31. e Login as Manager Click on Back office Click on POS TYPE Go to ORDER SCREEN SETTINGS and check the options according to your Business needs Go to USE FULL FEATURES FOR RESTAURANT and check the options relating to Restaurants that you wish to use Save 43 DINING TABLE LAYOUT BACK OFFICE gt DINING TABLE LAYOUT In uTouchPOS Software you can edit the layout of the dining tables to suit the layout of your restaurant E Table 1 ae ma hinh id Ki Dining Tables B a y Keyboard Save Close 1 Login in to uTouchPOS as Manager 2 Click on Back Office 3 Click on Dining room 4 Click on Add new dining room enter the name e g 3rd floor enter the height and width of the room Save Click on Dining Table Layout Select the room you wish to edit using the drop down menu of dining rooms 7 From the Tools select Background choose your background from the given choices by clicking on it and drag it onto the dining room template 8 From the Tools select Properties choose your desired items and drag it to left 9 From the Tools select Dining table choose your desired table and drag it to left 10 To edit the name or number of a table select it by double clicking the item and then type the name you want 11 Click on save and close Du 44 Modifier Mapping Every menu item can be modified for cooking instructions toppings uniqu
32. e barcode printer It uses the barcodes from your inventory and saves it as a PDF file so that you can print the label with your normal office printer 51 The Database Access page will show all database tables You can import export inventories from to your spread sheet S W Ms Excel Open Office You can keep track of your employee s action and see it the Action Log page MAIN SETUP BACK OFFICE gt MAIN SETUP General Under the general tab of the Main Setup you can enter your Business information Your store information includes location and company name and will be printed on receipts and bills for customers See REGISTRATION AND COMPANY INFORMATION In the General Options group you can setup the date time format as you prefer Usually the Long Date Format and Long Time Format will be used but in cases with restricted small space e g receipt printing the Short Date Time Format would be used If you need to show buttons on your order screen you can adjust the number of buttons by changing the number of columns and rows If you have a large amount of menu inventory items to traverse you may want to make a larger number of buttons available If you changed anything within the Back Office and want to apply it press the SAVE button 52 Back Office gt Main Setup gt General Tab BACK OFFICE W WAT Main Setup i a BASIC INFORMATION O emviover wy Business Hame uTouch Store Adebresst 1694
33. e predefined menu name will be used 55 PAYMENT GROUP It consists of options that you would setup to process payment pawment SS Confirm All Items Before Payment Hide Tip Input From Payment Window Y Ask Reason For Mon Payment Cash Drawer Open Other Payment Type 1 CHECK Other Payment Type 2 Gift Certificate Other Payment Type 3 Other Payment Type 4 Open Cash Drawer Only For Cash Sale Confirm All Items Before Payment Once you confirm the ordered item you are not allowed to remove it from the order list without voiding it The void record will be saved into the database and can be shown on a report If you don t need to use Gratuity Tip select Hide Tip option To prevent opening cash drawer without giving an explanation you can select the Ask Reason for Non Payment Cash Drawer Open option Other Payment Type can be added up to 4 items including default CHECK type e g Voucher f you want to be able to the open cash drawer for any type of sale uncheck Open Cash Drawer Only For Cash Sale If you check this option it will only open cash drawer for Cash sale 56 VOID TICKET ITEM GROUP VODD TICKET ITEMS Don t Ask Void Reason For Tecket Void Don t Ask Void Reason For Item Void VOID TICKET VOID ITEM REASON When using Quick sale when you void an item you will be asked for an explanation This feature can be disabled her 57 MAIN WINDOWS OPTIONS GROUP MAIN WIN
34. e requests and more e g if you want to add extra topping to pizza or salad These features require modifier mapping Q sack orrice_ OF Pe ellie T yO ee e Main Setup Category Group Item Modifier S Printers MODIFIER MAPPING CATETORYNAME GROU A Turkey FOOD Moder ge Employee Stella Artois BEVERAGES LaBies gt MODIFIER BUTTON DESCRIPTION SH Role Stkllda Chardonnay BTL BEVERAGES Wine _ os a I ja nay ine i a Permission Smoked Chicken amp Brie Cheese FOOD Moder Pizza Topping D Dining Portocolo Rose GL BEVERAGES Wine Hines Portocolo Rose BTL BEVERAGES Wine Yj Dining Pizza Pissaladierre FOOD Moder Lil Tabe Parisian Chicken Salad FOOD Moder Panini s FOOD Moder Jax Mountain View Cab Sauv GL BEVERAGES Wine Mountain View Cab Sauv BTL BEVERAGES Wine a Supplier Mesclun Salad FOOD Moder I A Magic Hat BEVERAGES LaBier E CEt Lush Bakery Mimosa Glass BEVERAGES Wine LeBaron Sparkling WineGL BEVERAGES Wine Price LeBaron Sparkling Wine BTL BEVERAGES Wine LaFiera Pino Grigio GL BEVERAGES Wine Tm Label LaFiera Pino Grigio BTL BEVERAGES Wine cou Iced Coffee BEVERAGES Coffee 4 Database 4 Hot Tea BEVERAGES Coffee gt P gt Hot Cocoa PETIT BEVERAGES Coffee Hot Cocoa GRAND BEVERAGES Coffee E Epa FET Ham FOOD Moder gigt card gigt ca E Import French Chef Salad FOOD Moder Tnventorv French Bakery Quiches FOOD
35. e tax for your State Province The Tax Rate is organized by TAX GROUP name of Tax and TAX ITEM the standard rate of tax and any conditions that should be applied to the rate Oncor SS a aaa teas _ og Main Setup PP X E Ontario HST 7 GROUP Gio Primers I ms one B Ontario HST Prepa Name US SALES TAX ig HST Food EQ Employee 9 Ontario HST Cabon Label TX I Roe HST Pop Permission MD ust TAX Room 3 Quebec ie GST x Fy bio ps US SALES TAX Tax TAX s zy Supplier Menu ra J C Inventory ia Price B Schedule Label M printing Database Access C anw Inventory gt va va j ActionLog 9 aay n A p KZ f TZA iZ 7 SZ Q z Close Qeackorrce a OF I T T M O a SS main 7 AA Mal Seton E Ontario HST Printers a HST 4 5 D Ontario HST Prepa Z HST Food SB peeves BB Ontario HST Cabon Sw Roles 1 HST Pop Alternative Tax Permission B USTAX ou TAX p gt Alternative Rate 0 000 Hana G3 Quebec A Alt Tax GST 0 00 i Dining If Total is Less than Table QST D US SALES TAX Alt Tax only combined tax exists Tax Alt Tax TAX ITEM S If Combined Tax Group Is N A Supplier n rTrcCoereE Custom Tax Calcuation ule f Oa Printina Database 4 Access gt E Tnventorv a SS E Inventory Action Log Ft va
36. erent options regarding printing a Tip line You can add a line to bills and receipts where the tip gratuity will be written This will remain disabled if your business does not accept tips or if you do not want it to be printed on the receipt or bill You can also decide whether or not the Item description will be displayed on the bills and receipts You can also decide whether or not to print the receipt each time after payment You can make tip and signature lines on the bill for you clients Hide Order Type Dine In Take Out Delivery On Bill Receipt option is for retail stores or restaurants which have only one service type You can also hide Dining Table ID or Employee Name on Receipt 66 CUSTOM HEADER FOOTER group CUSTOM HEADER FOR BILE CUSTOM FOOTER FOR BILL CUSTOM HEADER FOR RECEIPT CUSTOM FOOTER FOR RECEIPT You can add any extra information you would like to add to the receipts bills such as a welcome or a thank you to the customer If you do not want to add any headers you can leave this area blank or you can choose to use a random header or random footer by selecting Random option Make sure to click Save before closing so that your changes will be applied 67 POLE DISPLAY group You can customize pole display idle message and adjust frequency 68 Back Office gt Main Setup gt Customer Loyalty Tab Qa ont 6 E es a sl GENERAL ADVANCED OPTIONS TERMINALOPTION
37. ger Click on Back Office APPOINTMENT AUTH_ACTION AUTH_ROLE AUTH_ROLE_MAPPING BILL BILL_ITEM BUTTON CMN_CODE CUSTOMER CUSTOM_REPORT DINING_ROOM DINING_TABLE DISCOUNT DRAWER_HISTORY EMPLOYEE EMPLOYEE_TIME_CARD GLOBAL_SETTING GRATUITY LOYALTY_HISTORY MENU_CATEGORY MENU_GROUP MENU_ITEM MODIFIER MODIFIER_GROUP MODIFIER_MAPPING PRICE_SHIFT PRINTER PRINTER_MODEL PRINT_HISTORY REFUND_HISTORY SUPPLIER TAX_GROUP TAX_ITEM TERMINAL TICKET TICKET_ITEM TICKET_ITEM_MODIFIER TX_BATCH_HISTORY TX_HISTORY TX_MERCURY VERSION VOID_HISTORY Keyboard Click on Database Access Click on Clear Sales data Click on yes Click ok Save it Click on reports If this was successful then there should no longer be any be sales totals va 2 e Backup 1 2 3 4 5 The software will prompt you to create a back up file 6 7 8 9 29 MAKING A SALE Quick Sale You will select this option when you are ready to make a sale This will open the order window where you can search for items by their barcode or select a menu button Selecting these items will add them to a ticket This is also where you will process the customer s payment TOTAL TAX TAX TOTAL PRICE 30 Q ORDER WINDOW x m m E x Ticket 49 Dining Type TAKE OUT Passed Server Tom Manager Total
38. iness Name Address Address2 Torminal Name License Key 100000003 uTouch Store 1234 ABC Street CA POS COMPUTER E595 71BA B0834 ps7 Copyright 2011 2012 by u TouchPOS Systems All Togmhts Neseved x Dagi naaa e A gt o 10 Once you generate a license key you CANNOT regenerate it again or change it So please make sure to input your business information correctly PRINTER SET UP i z File Recap a ane en Ren pTO Receipt Printer Copiesof Bill 1 Copies of Rec ipt 1 2 Y Drawer Pull Y Report Printer Log in to uTouchPOS Software Click on the Back Office button Login into Back office Click on Printers ee ee ee On the left side select your system name by clicking on it If you are not sure of your system name please go to the control panel of your system then double click to enter the system window The system s full name is located on the computer name tab 5 On the right side select your receipt printer by clicking on its name If you are not sure the name of your receipt printer please check the information in the printers and faxes window in the control panel 6 Click on the left arrow button in the center to add the receipt printer under your system name 7 Choose the printer model under the heading Basic Info Under the heading Receipt Report Printer check the boxes for Receipt Printer Drawer Pull and Report Printer
39. information uTouchPOS Software will automatically calculate the amount of change that you need to return to the customer The change amount will be shown in the Remaining Balance bar To complete the sale you will click Enter and then you will see the ticket shown on the main screen of your software PAYMENT BY CREDIT CARD Click on Payment select Credit Card Pre Auth This will be used if you wish to be able to edit tip amount after the sale has been closed This window will calculate the amount of the bill If you accept tips you will also enter the tip amount 31 For Pre Auth the sale will only be processed at the end of the day when you use the CC Batch Close Final Sale _ the sale will be finalized and will be processed right away If you do not accept tips you will always use final sale Once you have clicked on either Pre Auth or Final Sale a window will pop up telling you to enter the credit card number You will now swipe the customer s credit card through your credit card reader Once the card has been swiped the information will be processed and you will receive a message telling you that the card has been approved or declined Click OK Voice Auth _ If a credit card transaction cannot be authorized electronically for example if the software or equipment isn t working the merchant can authorize the transaction by phone You must call your merchant provider to complete this a
40. k add new item Type the name of the item eg pizza or pepsi Click save Now select your item pizza located on left hand side On right hand side you can select the color of the item button and type a description for the item Select category Select group type the order number 0 1 2 etc 37 18 If applicable Scan your item The bar code will appear after the scan 19 You can select the size and color for each retail item 20 Enter the regular price of the item within the price1 category e g 10 00 21 Click on save Unfixed price for item In step 20 if you leave the item price as 0 00 and check the unfixed price box you can enter the price you want at the time of sale PRICE SCHEDULE SET UP In Menu Inventory click on show advanced properties This will give you access to price2 price3 and price4 These prices can be used to set a schedule for when these prices will be applied Qa BACK OFFICE ge I et a b b E x__ x Main Setup WEEKLY er NAME PRICE RECURSIVE DATE DESCRIPTIC Schedule Name schedule1 Printers 1 schedule1 ARGES n 09 10 2012 Description g Employee Weekly Price School Role gt R b A Date for non weekly only 09 10 2012 oO Dining Day Of Week SUNDAY W Room il Dining Start 12 00 00 PM Table P _ End 4 00 00 PM Tax es Applied Price PRICE 2 a 3 Soei Active a 5 8 Va 1 Login as Manager 2 C
41. k office Click on Employee Click on add new employee Select the role manger or cashier or server or new role Click on Employee code column and enter the login code for employee This number should be different for all employees Click on the Change Password button You will now enter the password that the employee will use to login to the software Check the Active box Click on save On the right hand window you can fill in other information for employee like SSN Driver license etc as needed Repeat all above steps for each employee On Employee page you can add delete or update employee s information If you want to keep records for an employee who is no longer working for your company just uncheck Active option on the right pane instead of deleting it If the employee has access to Back Office they should be given a strong password which should contain at least 1 alphabet and 1 numeric character The length of password must be longer than 6 characters For employees who don t have access to Back Office less complicated passwords are acceptable If an employee fails to login because he she has input the wrong password 5 times the account will be locked for 30 minutes In this case employees who have access to the back office can unlock the account 20 TAX SETUP uTouchPOS Software will calculate sales tax when making a sale For this feature to function properly you will need to set up the appropriat
42. ks MensSocks 1pr 183026 AQUAL 18 Coolove ColdWaterWash 160z 00202 AQUAL 19 CORDOVA MensGlovesBrownJersey 14001 AQUAL LEET 20 CottonCanvasGlovePvDot 1Pr 60 2680 AQUAL BIN 21 _Cotton KidsSocks WhiteSz2 4 187346 AQUAL LlGiftCard Le EBT Applicable Pr X e Aa vF a a B Keyboard Save Close Login as Manager Click on Back office Click on Inventory menu Select the item on left hand side Under quantity enter the current quantity for an item e g 50 Check the box to show advanced properties Scroll down to the Misc section Check the box for Track Quantity and Low Quantity Alert Under low quantity enter the quantity at which you want the software to alert you Save it 0100 ah Oe OF eo im MAIN WINDOW FUNCTIONS Open Ticket This option can be used to view the details of previous tickets On the main window you will be able to see a list of the most recent tickets You must first select one of these tickets before clicking on the open ticket button Once you have the ticket selected the open ticket option will pull up this ticket in the order screen You can now view the items that were purchased on this ticket 40 Bill Recall This will allow you to search for past bills tickets by searching their bill number Once you have entered the proper bill number you can either re print the bill or re print the receipt Drawer Clicking on Drawer will allow the employee to open the cash drawer A
43. lick on Back office 3 Click on Price schedule 38 4 Click on to add a new schedule 5 Inthe Name tab type the name of the schedule e g schedule1 6 Select the price you wish to change price2 price3 or price4 7 Ifthe box for weekly recursive is checked the price schedule would be applied for each day of the week 8 On the right hand side select the day of week you want the price change to occur 9 Select start time and end time 10 In order to activate this price schedule select Active Likewise If you want the price schedule to cease don t click the Active box and write N inside the weekly recursive category 11 If you want to schedule a price on a specific date then uncheck weekly recursive and enter the date 12 Click on save TRACKING THE QUANTITY OF AN ITEM You can set up tracking and low quantity alert options within the Menu Inventory section Once programmed the item quantity will then be reduced whenever the item is sold uTouchPOS will also give you notification messages for low quantity items in your inventory Qoackorrce ge ee lle TN ia a J Main Setup Category Group Item Modifier Modifier Mapping Printers diaa vrii item Name NECKLACE CLEAR SIONE W LIPGLOSS a x Button AQUA1 Q Employee A Role ITEM same Description amp Permission NAME Category Dining F Room Group Appr Acc Jewelry
44. m the last time that a Z Report was generated the sales will be organized separated by the way that customers have paid cash credit discount etc Sales by Employee This will print a summary of the overall sales from the last time that a Z Report was generated the sales will be organized separated by which employee was in charge of the sale Sale By Dining table This will print a summary of the overall sales from the last time that a Z Report was generated the sales will be organized separated by the name of the Dinning table which has been set up in uTouch POS software Hall1 Bar1 etc Sales by Hour This will print a summary of the overall sales from the last time that a Z Report was generated the sales will be organized separated by the time that each sale was made Sales by Day This will print a summary of the overall sales for each day you will choose how far back the report will go by selecting Custom entering the dates times into the From To areas and then clicking on Sales by Day Sales by Month This will print a summary of the overall sales for each Month you will choose how far back the report will go by selecting Custom entering the dates times into the From To areas and then clicking on Sales by Month Tax Report This will print a summary of the overall taxes that have been charged from the time period you indicate Last Z Current or Custom Clock In Out This will p
45. nd label DBHOST using the same information that you previously used e g Server 7 Choose your Data base file for either RetailBlank FDB or Restaurant Blank FDB 8 Click on TEST and Save 17 E Main Setup ROLE ACTION SHOW BUTTON GRANTED ONLY WITH MANAGER PERMISSION sA A e MaaR SB Printers Access Other s Ticket apie A Back Office i f f E emptoyee Bill Recall lt lel 2b Cash Tip Adjust P a Permission Confirm Order 7 z E Credit Card Batch GP ona room z Credit Card Batch Clear I Credit Card Batch Summary 7 lt Layout ea Dining Table m Drawer Y Y ETit Jo Finalize Credit Card x Si Granting Manager Command ay sumer Tem Discount J Modifier od jhe Open Ticket g cd S inventory 2 Payment x Y 4 Print Bi kd ki l E Price Schedule r Quick Sale ki Ei TE Ea Random Side x Rerent Tickets J HIB Label Printing Refund 7 7 E _____ Reports g X Database Split Bill P Ae Ticket Discount Export 2 Tkkets Y Y Inventory Transfer Table Xi Y Update Invent Ei C S Void Item si 4 E inventory f S Void Ticket x 7i P x store ed f i Z dk i E i EMPLOYEE ROLE PERMISSION SET UP Within uTouchPOS software all employees have assigned roles Manager
46. oe 37 2 E 2 A A J ca sys Birom g Ste oia B6 te A a D a F E H i J K L m E 1 MENU_GRME NU_CATAX_GROUMENU_ITEM_BUTTON_IDESCRIPTISHOW_OFCUSTOM_PRICE1 PRICE2 PRICES PRICES PICTURE 2 Wine BEVERAGE USTAX LeBaron Spar 3 1 6 5 o o 0 menulL jp 3 Wine BEVERAGE USTAX leBaron Spar 3 2 13 5 o o 0 menu2 jp 4 LaBierre BBEVERAGEUSTAX Bud 12 1 2 5 o o o 5 s 7 E 3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 M458 test 3 4 b Ready MA z 6 Select all the data CTRL A and then copy CTRL C 7 Click on Back office Click on Import Inventory 8 Click on Paste 9 Click on save The software will then ask you to make a backup Click yes 10 The software will indicate Success and the number of imported items Click save 11 Click on the back office and click on Menu Inventory Now you can see your imported items 23 24 MENU_GROUP_NAME MENU_CATEGORY_NAME TAX_GROUP_NAME MENU ITEM_NAME 1 Wine i BEVERAGES USTAX LeBaron Sparkling Wine G 2 Wine BEVERAGES USTAX LeBaron Sparkling Wine B 3 LaBiere BEER USTAX Bud E In order to successfully import your Inventory Menu your PC needs to have Microsoft Excel Microsoft office 25 IMPORTING CUSTOMERS QMainwindow ST gt sia x Pricing Plan o N SCM ey y SEM SEM a ay e ea a e oe ae DEFAULT vt DINING First Name Main Hal
47. or MyLicense Keys on the right hand side to see all license keysthat belong to you firefox ae J uTouchPOS Profile x 89 Google Sf OD G F S8vNC 4 Customer RescueGe Getting Started gt EJ Bookmarks M e P update utouchpos com download index php user profile 6 Cc E Most Visited Log into Magento Ad New Order RSS M Gmail Home Profile Home Profile Change Password My Orders Your profile Username max Eagt l Operations First Name max My Orders Last Name xam My License Keys Phone Number Business Name Birthday 0000 00 00 E mail Poem et ar Djen Registration date 15 05 2012 20 53 14 Last visit 15 09 2012 20 53 45 Status Active Copyright 2011 2012 by uTouchPOS Systems All Rights Reserved update utouchpos com download index php license m b x _ Firefox ulouchPOS License x a l amp update utouchpos com download index php license o c 3 Google pa E a7 Fee E Most Visited Log into Magento Ad New Order RSS M Gmail vNC 9 Customer RescueGe Getting Started gt EJ Bookmarks W Home Licenses License Keys operations Generate License Key No results found Copyright 2011 2012 by uTouchPOS Systems All Rights Reserved ia m t f ETA 1 x Drogit command oa bids e p 6 Since you don t have
48. r Retail allows you to Hide all options relating to restaurants for retail businesses Select the features according to your needs 64 Back Office gt Main Setup gt Print Tab ORDER CONFIRMATION KITCHEN AND BAR PRINTING group Print Gall when Order Confirmed Show Menu Inventory Group on Kitchen Print Show Guests on Kitchen Print Print Bill When Order Confirmed option is for restaurants that require payment at the time when the customer initially orders There are different options regarding printing for kitchen and bar printers in restaurants Show Menu Inventory Group on Kitchen Print is an option in case you want to identify the group appetizer dessert etc of the item when the ticket prints to the kitchen You can show or hide the Number of Guests with Show Guests on Kitchen Print option 65 BILL RECEIPT PRINTING OPTIONS group This TAB allows you to add information that will be printed to the kitchen on bills and on receipts BILL RECEIPT PRINTING OPTIONS Make Tip Line On Bill Make Tip Lint On Receipt Make Tip And Signature Lines on Bill Make Tip And Signature Lines on Receipt Make Tip And Total Line for Customer Copy Credit Card Ask Before Printing Receipt Print UPC Of Them On Bill Receipt Print DESCRIPTION Of Item On Ball Reneipt Hide Order Type Dine In Take Out Delivery On Bii Receipt Hide Dining Table 1D On Bil Receipt Hide Employee Name Om Bill Receipt There are diff
49. rcode Scan in Main Window options With the above options enabled you can merge or transfer the existing order with Ticket Barcode instead of Dining Table 62 USEFUL FEATURES FOR RESTURANTS group USEFUL FEATURES FOR RESTAURANTS Close Order Window After Payment Auto Logout When Order Window is Closed Reload All Inventories On Logininot recommended if you have many inventories Use Cache for Inventories recommended if you have many inventories Close Order Window After Payment option will close the order window as soon as you finish payment Otherwise you will stay in the Order Window and it will create next ticket automatically Auto Logout When Order Window is Closed options is useful for restaurant with many servers Reload All Inventories On Login option might be useful when you have a small number of menu items and you want to traverse the menu very quickly Use Cache for Inventory option is useful when you don t change inventory menu that often Otherwise you will have to restart uTouchPOS to see recently added items from Back Office 63 USEFUL FEATURES FOR RETAIL group USEFUL FEATURES FOR RETAIL Hide Dining Table on Order Window Hide Order Type on Order Window Hide Server Hame on Order Window Hide Customer Hame on Onder Window Hide Ticket Barcode on Order Window Hide Number of Guests on Order Window Hide Passed Time on Order Window Useful features fo
50. rint a summary of the overall sales from the last time that a Z report was generated Q Main Window o oa f L it REPORT PREVIEW PAYMENT_TYPE NET_SALE EMP Printer 1 N A NEE 2 i 1 kkk FREE VERSION www uTouchPOS com 8381 Old Courthouse Road Suite Sale by Payment Type Sale by Employee Sale by Employee and Pa Sale by Dining Table Sale by Date Sale by Day of The Wee Sale by Month Sale by Hour Sale by Order Type 2012 10 13 05 44 42 2012 10 13 05 44 42 g a al 7 CLOCK OUT OPEN TICKET QUICK SALE REPORTS BILL RECALL _ i E X m PAYMENT TICKETS BACK OFFICE CUSTOMERS LOGOUT Sales by Menu Inventory Category This will print a summary of the overall sales from the last time that a Z Report was generated the sales will be organized separated by the Menu Categories that your Inventory has been split into Sales by Menu Inventory Group This will print a summary of the overall sales from the last time that a Z Report was generated the sales will be organized separated by the Menu Groups that your Inventory has been split into Sales by Menu Inventory Item This will print a summary of the overall sales from the last time that a Z Report was generated the sales will be organized separated by the Menu Items themselves 34 Sales by Payment Type This will print a summary of the overall sales fro
51. rint a summary of when all employees have clocked into uTouchPOS Software and when they have clocked out This will allow you to keep track of the hours that employees have worked within the timeframe that you choose Last Z Current or Custom Discount Report This will print a summary of the discounts that have been given to customers or employees on items bills within the time frame that you choose Last Z Current or Custom Discount History This will print the entire history of all discounts that have been given to customers or employees on items bills Void History This will print the entire history of all voids that have been made for items bills Refund History This will print the entire history of all refunds that have been made for items bills Drawer History This will print the reasons that had been entered for opening cash drawer Overall Gratuity This will print the overall summary of all tips that have been received by employees within the time frame that you choose 35 Gratuity by Employee This will print the summary of all tips that have been received by each employee within the time frame that you choose ITEM MANAGEMENT INPUTTING INVENTORY MENU To insert an Inventory Menu into uTouchPOS software you have to arrange your inventory Menu items into Groups and Categories Groups Inventory items or Menu items are separated into Groups For example Pepsi is the inventory item and its group would be soft
52. ry will be used to request a transfer of funds funds earned from sales will be transferred to your company s account Once this request has been submitted and approved you can click on Credit Card Batch Close CC BATCH CLEAR If there is an error in the batch close due to a faulty transaction your merchant provider will ask you to perform this function However it is not recommended CASH TIP Adj Will allow you to search for a past ticket bill and adjust the tip amount This option should not be accessible to employees such as cashiers or servers To adjust the tip amount click on Tip Adj search for the correct bill and type in the correct amount for the tip Press Enter to save the changes 41 Main window functions continued Refund If you need to refund a processed sale click on Refund Once the Recall Bill and Refund screen has opened you will need to type in the bill receipt number in the appropriate bar Once you have entered the bill receipt number the software will automatically bring up the bill amount and the order details You will now have to enter the refund amount in the same way that the customer originally paid cash credit etc and you can enter a reason for the refund within the appropriate box Once you have entered all the appropriate information click Enter or Refund to complete the refund process Customer Loyalty Program The customer database can be used to give credits to regular c
53. s Manager Click on Back Office Click on Role Permission Check Manager s role Random Slide and Dining Table should be checked under the Show button amp Granted tabs 5 Go toc utouchPOS slides folder and save the desired image of the slide 6 The slides will display and change after a few seconds amp Main Window ae _ gt Pricing Plan n DEFAULT O BAR4 i HALLS JHALLG Huis alle elle TENET Main Hal m Hi HALL HALLS t ao aO aA e N SLIDE amp OPEN TICKET QUICK SALE REPORTS BILL ene DRAWER CLOCK OUT il PAYMENT st BACK OFFICE CUSTOMERS lt gt LOGOUT 46 Retail specific guide SETTING UP UTOUCHPOS RETAIL VERSION On the login screen click on DBSETUP Choose DB FILE Click on db folder select Retail blank FDB or RetailSample FDB Click open Click Test Click save and close Login as Manager Click on Back office Click on POS TYPE 10 Check order screen setting options according to your business needs 1O O0 So Sis ee ES 11 Go to Use features for Retail and check Hide options relating to Restaurants 12 Save 47 LABEL PRINTING uTouchPOS software allows you to print labels barcodes from your inventory Q BACK OFFICE p n J Main Setup Please copy 4 columns content from your spreadsheet See the next pictures
54. tton to apply the change Polling Interval is millisecond value of interval to query to the scale The recommended value is 500 1000 Press Test button to see if uTouchPOS is actually communicating with your scale Each response from scale will be added to Test Result text box 70 Back Office gt Main Setup gt External Module Tab CREDIT DEBIT CARD INTEGRATION Use Credit Card Integration Use US PIN Debit Integration Use Canadian PIN Debit Integration Use Voice Auth Use Pre Autih Y Use Final Sale Integrate Gift Card Integrate EBT Food Integrate EBT Sake Show Tip Adjustment window Right After Payment v Show Batch Char Command Not Recommended MERCURY PAYMENT SYSTEM Use Mercury Payment System Integration Gate coe L mercurydev netsx2 mercunpdev teat Sea a Q1 ercurydey netig mercundey met Merchant ID 395347306 TOKEN It is used for credit card and gift card integration Back Office gt Main Setup gt Misc ANIMATIONS GROUP Main Window Siding Animation i Mena Inventory Group Animation Menu Inventory tem Animation Modifier Group Animation a ak ak ak Modifier Item Animation Use Dialog Animation Use Convenient Number Input Mo need to press period You can adjust animation type on Main Window Order Window and Menu Modifier Buttons This is just an eye candy and it doesn t affect the functionality of any of the features 72 Loading Gift
55. uTouchPOS User Manual uTouchPOS info uTouchPOS com support uTouchPos com Copyright 2011 2012 by uTouchPOS Systems All Rights Reserved TABLE OF CONTENTS TABLE OF CONTENTS page 2 3 LOGGING IN TO UTOUCHPOS page 4 LOG OUT CLOCK OUT page 5 REGISTRATION AND COMPANY INFORMATION page 6 PRINTER DEVICE SETUP page 15 MULTI STATION POS SET UP page 16 ROLE PERMISSION SETUP page 18 EMPLOYEE SETUP page 19 TAX SETUP page 21 IMPORTING INVENTORY MENU page 23 IMPORTING CUSTOMER page 26 CLEARING INVENTORY page 27 CLEARING CUSTOMER page 28 CLEARING SALES FILES DATA page 29 MAKING A SALE page 30 SALES REPORT page 33 ITEM MANAGEMENT page 36 INPUTTING INVENTORY MENU page 36 PRICE SCHEDULE SET UP page 38 TRACKING THE QUANTITY OF ITEM page 39 MAIN WINDOW FUNCTIONS page 40 CUSTOMER LOYALITY PROGRAM page 42 RESTAURANT SPECIFIC GUIDE page 43 SETTING UP RESTURANT VERSION page 43 DINING TABLE LAY OUT page 44 MODIFIER MAPPING page 45 SLIDES AND DINING ROOM SET UP page 46 RETAIL SPECIFIC GUIDE page 47 SETTING UP RETAIL VERSION page 47 LABEL PRINTING page 48 BACK OFFICE page 49 72 LOADING GIFT CARDS page 73 ACCEPTING GIFT CARDS page 76 Logging In To uTouchPOS To log in to uTouchPOS Software you will need to input your employee number and your employee password There are three default employees in software Manager Employee Number 1 Employee Password
56. ustomers They can use their credits for shopping depending on the limit which you enter in software BACK OFFICE i l g4 Main Setup Fa ET ii AD D OPTIONS TERMINAL OPTIONS POS TYPE PRINT CUSTOMER LOYALTY DEVICES EXTER 4 gt Printers OE y Use Customer Loya g gt Employee LOYALTY CREDIT CALCULATION Role Deposit Loyalty Credit Only For Cash Sale Permission Dining Calculate Credit on Sale Amount without Tax oo Saving Credit 5 00 gt of Sale Amount Dining Te Tax Customer Can Use Their Credit When It s Above 99 99 gt a Supplier Don t Calculate Tax if it s paid by Loyalty Credit Menu j Tnventorv Price Schedule Printina Database if Export Inventorv amp Inventory if Action Log A D B i W Keyboard Save Close 1 Click on Back Office 2 Click on Main setup 3 Click on the tab for customer loyalty 42 4 5 6 7 Check the Use Customer Loyalty box Input the percentage of the sales amount which you want to give the customer as Saving Credit Input the threshold at which customer can use their saving credit for shopping Save RESTAURANT SPECIFIC GUIDE SETTING UP UTOUCHPOS RESTURANT VERSION 107007 NOA AAS m 11 12 On the login screen click on DBSETUP Choose DB FILE Click on db folder select RestaurantBlank FDB or RestaurantSample FDB Click open Click Test Click save and clos
57. ventory Buttons Y Show Menu Inventory Search List on Order Screen Order screen settings If you have a bar code on your product enable Show Barcode Input on Order Screen If you want to select a product with a button enable Show Menu Inventory Buttons on Order Screen It may slow down loading speed on the order screen if you have thousands of inventory items In general this is useful for restaurant or retail where there are hundreds of products Only Non UPC Items Will be Shown on Menu Inventory Buttons will help you to use both Barcode Scan and Button Selection features For example in convenience stores most items have a barcodes except certain perishable items like coffee or fruit You can select coffee and fruit from its button and scan items using the barcode 61 MAIN SCREEN SETTING group MAIN SCREEN SETTING Show Ticket Barcode Scan in Main Window Identify Ticket by Barcode instead of Dining Table For Transferring Each order ticket has a unique identification number which is called the Ticket Barcode In the Main window of uTouchPOS software you can enable the ticket bar code window This is used to keep track of tickets for customers The ticket barcode feature can be used to keep a tab open for bar customers By using ticket barcode you can keep track of that customer you can enter the name of the customer in ticket bar code window or swipe credit card To use this feature check Show Ticket Ba
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