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PointOS Manager Manual

1. Pop Open Enter Amount PointOS Administrator File A Closing Report Cash Drawer Cash Total Credit Total 0 00 Grand Total Auto Gratuity Total Gift Card Total 0 00 Cash Out Gratuity Total Personal Check Total t000 0 00 Server PointOS Administrator Drawer 1 MUSIC Station 1 Stationa Mon 6fF 2010 12 42 39 PM Figure 17 Cash Out Screen C3 Cancel PointOS User M anual Working With Cash Drawers 23 To cash out complete the following steps l IDNA L Count the money in the cash drawer Enter the number for each denomination to indicate the number of bills and coins present in the cash drawer To indicate other cash select the Enter Amount button under Other Cash Total Enter the amount and select Enter The numbers in the Cash Total and Grand Total are updated automatically to reflect your entries of cash and other cash The Other Payments area lists the non cash transactions Select Credit Card Gift Card or Check to see the transactions of that type Use the Up and Down arrows to scroll through a long list of transactions Select the Adjust Gratuity button to open the Adjust Gratuity screen To open the Incident Report screen select the File An Incident Report button To open the Closing Report screen select the File A Closing Report button To open the drawer select Pop Open Cash Drawer Select Cash Out The system displays a message indicating that the employee has cashed out the selected cas
2. NOTE If you are in Multi Server Mode your Main Menu will look different Refer to the Using Multi Server Mode chapter for more information Enter Your Access Code Many screens require you to enter your access code When you select an option the system will display the Enter Access Code screen Enter Access Code Swipe Or Enter Code Figure 2 Enter Access Code Screen 1 Enter your four digit access code and press Enter Or swipe your access card in the card reader 2 If you make a mistake you can select the Delete button to erase the last digit 3 Select Cancel to close the screen without continuing to the selected function Close PointOS When you are ready to close PointOS complete the following steps Select Close from the Main Menu 2 The system displays an Exit Program message to make sure that you want to exit PointOS Select Yes to exit PointOS Or select No to close the dialog box without exiting PointOS 3 The system displays the Enter Manager Code screen Enter the manager access code PointOS User M anual Getting Started 8 Using the Time Clock This chapter explains the time clock Each employee needs to use the Time Clock To clock in at the beginning of each shift To clock out at the end of each shift The Time Clock screen allows you to clock in or out as well as view the employee history the employee s schedule for the week and the entertainment or specials calendar for the wee
3. The Employee History screen displays the total number of hours for the selected employee during the selected month It also displays the number of cash ins and outs during the same time period You can use this screen to print a report of the employee history To open the Time Clock screen select Employee History from the Time Clock screen The system displays the Employee History screen PointOS Professional Employee History PointOS Administrator June 2010 Totals Total Hours Total Cash Infouts End Of Report Figure 9 Employee History Screen To change the date for the employee history report use the Back or Next arrows To scroll up or down on the report use the Up and Down arrows To print the employee history report to the report printer select Print History PointOS User M anual Using the Time Clock 13 M ake Schedule Request When you have finished select Done to close the Employee History screen Make Schedule Request The Schedule Request screen allows you to send a schedule request to the manager To open the Schedule Request screen select Make Schedule Request from the Time Clock screen The system displays the Schedule Request screen PointOS Professional Schedule Request Mon 6 7 2010 89809098 9999999069 B lllad ldla Figure 10 Make Schedule Request Screen To make a schedule request complete the following steps l Select the Start Date The current date displays in the Start
4. 1 From the Order Entry screen select Void from the top left corner PointOS Professional Order Entry Figure 34 Order Entry Screen Showing Void Button The system displays the tem Void screen PointOS Professional Item Void Figure 35 Item Void Screen 2 Select the Item from the Item Void list Use the Up and Down arrows to scroll through a long list of items 3 Select Reduce Amount or Void Item The system displays the Enter Manager Code screen PointOS User M anual Entering Orders 42 Void Items 4 Enter the Manager Access Code The system displays the Void Item Reason screen PointOS Void Item SS eeerae SStesteere te Ee aali Figure 36 Void Item Reason Screen 5 Enter a reason for why you are voiding the item for the Manager report The system displays the tem Inventory Screen to determine whether the item was removed from inventory PointOS Professional Item Inventory Was Item Taken Out Of Inventory Figure 37 Void Item Message 6 Select Yes or No 7 Select Done PointOS User M anual Entering Orders 43 Void Items To void an item using the second method complete the following steps 1 From the Amount Due area on the Order Entry screen select the item in the order that you want to void 2 Select the Show Item Options button below the Amount Due area Amount Due 4 46 Amount Due 4 46 1 Cheese Bu rger p4 25 1 Cheese Bu rger 4 25 EJ Print Order E
5. Add New Customer The Customer Information screen allows you to enter a new customer It is similar to the Customer Profile screen To open the Customer Information screen for a new customer select the Add New Customer button from the Name Tab screen PointOS User M anual Using PointOSDoorMan 126 Add New Customer The system displays the Customer Information screen PointOS DoorMan Customer Information Customer Information First Name Last Name Birthday I Street Address Suite Aparntment Main Phone NO PHOTO SCANNED State Territory batan s lt Postal Code Mobile Phone a Florida aL i TITT mai Hore SS otes Not Banned een com inet Cow oor Cea eau Le e c a Please Check All Fields For Accuracy Spent Information Is 21 Un Locked EV 7 a EW eo eas DE By EW A Aw ey ee ed evs e Je SLY SL JLo Jim S Server PointoS Administrator Drawer 1 Station 1 Manager Wed 7121 2010 9 31 14 AM Figure 118 DoorM an Customer Information To enter the new customer complete the following steps 1 Enter the following information for the customer First and Last Name Street Address Suite Apartment City State Use the Up and Down arrows to select Postal Code Main Phone Mobile Phone Email Address Notes PointOS User M anual Using PointOS DoorMan 127 2 oe 8 Select the Birthday field PointOS displays the following additional tools aae alaa aia February io 2 J
6. Open The Music Player Screen The Music Player screen allows you to manage your recorded music To open the Music Player screen select the Music button from the bottom of almost any PointOS screen PointOS Professional Music Player Now Playing Playlists song Title Current Playlist Mellow 7 song Cue The Morning Another London Festival Orch Lunch Break Peak Ho London Festival Orch Controls Volume Controls l l l l l L l l Server Points Administrator Drawer 1 MUSIC Station 1 Skationa Figure 98 Music Player Screen PointOS User M anual Working With Music 102 Control the Current Song or Volume The left side of the screen includes the following information for the currently playing song Song Title Artist Status Position current time of total time Control the Current Song or Volume The following controls are available for the current song on the left side of the Music Player screen A slider to rewind or fast forward the song Simply drag the slider to start playing the song in a different position Pause Select the Pause button to pause the song until you press Play Play Select the Play button to play a song that has been stopped or paused Stop Select the Stop button to stop playing music Last Song Select the Last Song button to return to the previous song in the playlist Rewind Select the Rewind button to back up in the current song a few seconds at a time Forwar
7. User Manual Table of Contents GOTLING Startet sonnn a E E E 7 BT eE e Gave aciasvsaua itera nceseeere en niecsnaomasietey as teenursieeeves damian 7 Uee TE T 1 7 Ener YOU AC a iota aes ca capteccencnecacceihs EN EE EEA EEEE 8 MOSS POMS T 8 USING the TME ClOCK HH 9 Using the System Prompt for Clocking In or Out eee eee 9 Je Whe KT COCK Sie H 10 OT Me eee mre A E pees O T E N E AEN S A E E N T E E E 11 TOC O e E EE E E E E S 12 View PF MlplO VCC History cictutocccssavatas aetna vesntavs EO S 13 Make Schedule ICS T 14 IST Work ea TT 15 Print Entertainmentor Specials Schedgle is incsi0scccsecussisiastedanaaiandlevecandcpsecgusietanteasnsaea aoe eia iet aii 15 Pior oc HC EBO ees E E E E EEE 15 Working With Cash DrawerS s ssssssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 16 DE e EEE EE SE E AT NE EENE EEEE TE E 16 Pa e e E E E E E E E E E E 19 Open th CAS Oul SCICON TTT 20 LAS y e E E E A E E 21 67111 O A E E E EE E TEE O E eer crn 23 ACB e EDEME eea E E A dows aasnsieadessoeseanduaeeceananasecs 25 ENTERING OF iraa a Aa 26 O E E E E E E E E E E E E Gueesiaesre 30 eE IE AID e E E E O E 26 The Tab Select by Open Orders Screen 2627 zS radins en a era an a eaa NTA aaa Taa otis 26 The Tab Selec by ROON L TTT 28 e IN TA E E E A E ys ease saga eared EEEE EE A E E E E 30 The Name TaD e een E E EE E EE EEE 30 PPS UO Credit Cid penere E uals dantddids dums senedect daadensvauet
8. oe oo SS Select OK to continue 8 The system displays a message asking whether you want to print the casher in receipt The receipt will automatically print in 1 minute To print immediately select Print To close the message without printing select Done PointOS User M anual Working With Cash Drawers 18 Pay Out Cash Pay Out Cash The Pay Out function allows you to make cash pay outs from the drawer such as for a band This adjusts the cash drawer accordingly to make sure the cash out process will go smoothly at the end of the shift NOTE The system will not allow you to do a payout for more money than you have in the drawer The Cash Pay Out screen allows you to pay out cash To open the Cash Pay Out screen complete the following steps 1 Select Pay Out from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code The system displays the Cash Pay Out screen PointOS Professional Cash Pay Out Payee Category Pay Out To Pay Out Amount Past Payees No Category v O Add To Payee List Server PointOs Administrator Drawer 1 Station 1 Skationa Mon fF l2010 12 12 28 PM Figure 13 Cash Pay Out To pay out cash complete the following steps 1 Select a Payee Category from the Choose Category drop down list PointOS User M anual Working With Cash Drawers 19 gt 4 Open the Cash Out Screen Select a Payee from the Choose Payee drop down list if you have previously mad
9. Figure 39 Order Entry Screen Showing Discount Button 2 The system displays the Enter Manager Code screen Enter the Manager Access Code PointOS User M anual Working with Discounts 45 Discount an Order The system displays the Discounts screen PointOS Professional Discounts 100 Comp 100 Spill Discount 90 Employee 2090 Good Customer Cash Discount Set Special Pricing Tax Exempt All Items SS Figure 40 Discounts Screen 3 Select the type of discount from the Item Order Discounts list Use the Up and Down arrows to scroll through a long list of items 4 Select Discount Order The system displays the Discount Order Reason screen PointOS Discount Order 9999999999 8909999980 S009900 0E3 Figure 41 Discount Order Reason Screen 5 Enter a reason for why you are discounting the order for the Manager report PointOS User M anual Working with Discounts 46 6 Discount an Item Method One Select Done Discount an Item Method One There are two ways to discount a single item from an order The first method is similar to the Discount Order procedure above Complete the following steps 4 From the Order Entry screen select Discount from the top left corner The system displays the Enter Manager Code screen Enter the Manager Access Code The system displays a screen to help you select the type of discount Select the type of discount from the Item Order Discounts list Use the Up
10. No Sale Dining Room Table 5 Order 10013 33 51 Show My Dining Room Table 4 Orders Order 10012 17 32 SSS Fatio Table 4 Order 10011 3 10 Fast Cash Begin New Tab e Up Scan Bar Code Or Select Order Server PointOS Administrator Drawer 1 MUSIC Station 1 Skationa Wed 69 2010 11 44 30 AM Figure 19 Tab Select by Open Orders Screen The Tab Select by Open Orders screen displays the current open orders by name The top right displays the number of open tabs The orders for the current employee access code are highlighted in the list in the employee color set on the Manager Employee Setup screen Use the Up and Down arrows to scroll through a long list of orders You can change the view using one of the following options The buttons at the top allow you to see all open tabs or only the tabs for the selected room Select the room name to open the Tab Select by Room screen or select Open Tabs to see all open orders The button above the Open Tabs and room names toggles between three sorting options Sort Old to New Sort New to Old or Sort by Tab Name Select the button to change the sort order for the displayed tabs Select Show My Orders to filter the list to only your orders Select an order to open the Order Entry screen for that order Select Begin New Tab to open the Name Tab screen PointOS User M anual Entering Orders 27 Select Tab Select No Sale to open the cash drawer Select Fast Cash to op
11. Select By First Name or By Last Name to switch the search depending on what you entered Or you can select the Swipe ID button to swipe the customer s ID instead PointOS User M anual Working With Deliveries 96 Select Delivery Customer From Existing Customers PointOS Professional Choose Customer By Last Hame se J ne Blue Mary Figure 94 Choose Customer 5 Use the Up and Down arrows to scroll through a long list of customers When you find the customer select the button with the customer s name PointOS User M anual Working With Deliveries 97 Select Delivery Customer From Existing Customers The system displays the Customer Information PointOS Professional Delivery Center L Hour a First Name Last Name Phone Number 1 Cd Street Address Suite Apartment State Territory Postal Code Mobile Phone City Hohwood TRR maas Update C eon Sr Cos S Cee en P Server Pointls Administrator Drawer 1 Station 1 Stationa Mon S 7 1201 0 11 05 54 An Figure 95 Delivery Center Customer Information Select the Reset button to start the customer search over PointOS User M anual Working With Deliveries 98 Update Delivery Customer Information Update Delivery Customer Information To update the customer information for a delivery customer use the following procedure 1 Select the customer on the Delivery Center screen 2 Edit the following information for the customer as
12. or All Customers to narrow or widen the search PointOS User M anual Entering Orders 31 PointOS Professional Name Tab Q Cancel Blue Mary Check By Last Name New Customer Find Customer With License Or Se raii Sar Start New Server PointOS Administrator Drawer 1 Station 1 Stationa Wed 6 9 2010 12 24 15 Ph Figure 23 Name Tab Screen Example of Customer Search 3 Select the customer to open the Order Entry screen Select View Profile to open the Customer Profile screen To select a customer for this order by driver s license or credit card complete the following steps 1 Select the Find Customer With License or Credit Card button 2 Swipe the card 3 Select the matching customer to open the Order Entry screen Select the New Customer button to open the Add New Customer screen PointOS User M anual Entering Orders 32 Pre Authorize Credit Card Pre Authorize Credit Card NOTE The pre authorization only authorizes up to a 250 charge If you have a charge that is more than that it may hold up your next credit card batch If you have credit cards enabled on the station the Credit Card Sale screen appears when you open a new tab This allows you to pre authorize the credit card if necessary NOTE The pre authorization is only held until the next credit card batch PointOS Professional Credit Card Sale Pre Authorize Card 4 L an Figure 24 Pre Authorize Credi
13. sss sese sese 50 S s Discounts SCE eer er a EEA AE EEEE T E N ER EE AEE EEA 50 Figure 48 Order Entry Screen Showing Amount Due and Show Item Options sss sese sees eee eee 51 Figure 49 Enter Cash Amount Cie T 52 Fiare 30 Order Enty Chante DUE Verenne a N ENEE EEE ESEE RE 53 Figure sl Credit Card Sale SCTE Une een erie en e RE NE EE E EE 54 Figure 52 Credit Card Sale with Pre Authorization sss sss sese 55 Figure 53 External Terminal Credit Card Sale ceccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 56 Figure 54 Credit Card Success Message ae casseteascanzea sian niceiveatieerstasiiaestataea saan seceaenaeeunatalsiaestatasasaensecdasnaias 57 Figure 55 Order Entry Screen Advanced Options sss sss sese 57 STE eT e OCle CE Way MEME KTT 58 Figu te 57 Gift Card TransactHhon S Cree i essa saciovess san sasascasevessyecientab cadeensoean sasatcaceensntes snlab TEE OE ESEE a 58 Figure 58 Check Payment SCCO T 59 Me US Recall Order cs as esc EE tastes cede 62 Se Recall K 63 Peur E 0 6k calc aummeerenenn eo mnene E rere seret E E E EEEE errr sener er E EEE Meare eer trr 64 Figure 602 R call Tab Vold Oe TT 65 SS R N RTT a K A E EE A A A A E E EE E 66 S a O a E E T E 67 Figure 65 Tramster Orders T 68 Figure 66 Order Entry Screen Advanced Options sss sss sese 69 Figure G12 Move Table Sere Cig soc sseccciesssedeessacasasa sasaevleavecaetiasadieseasecadiessasabdeavecdestaiacdedsalecdiiessecabdeavecdsstoiens 70 TEU OG
14. Bure m Hot Dog l m Saads FA y Lange ry ES Es ane tag Cheese Fgg Biscuit ea Server Points cae Station 1 Skationa Mon 6 7 2010 5 50 10 AM Figure 25 Order Entry Screen PointOS User M anual Entering Orders 34 Enter Order To order menu items complete the following steps 1 Select the Category from the list on the left Use the Up and Down arrows to scroll through a long list of categories For multiple quantities of an item select the number to order before selecting the item Select the Menu Item from the list in the center 4 The system displays the modifiers for the selected menu item on the right Select a modifier button to include it on the printed receipt for the order Select the Custom item modifier to open the Custom Modifier screen The Amount Due area on the right displays the items you have entered Use the Up and Down arrows to scroll through a long list of items NOTE You can view price or recipe information for a menu item by holding down the desired item You can also use this feature to mark an item out of inventory Side Salad Side Salad Current Price Mark Out Of Inventory Figure 26 Menu Item Options PointOS User M anual Entering Orders 35 2 Enter Order PointOS Professional Order Entry REORDER vom DISCOUNT ADVANCED HO SALE DONE Amount Due 44 05 a Ta r 1 Cheese Burger EF OF Pt lh Ll lL lal lL 3 Loaded Frie
15. DoorMan Customer Information sss sss sese eee 127 Pabo TOOP eee A E nseeaaleanaescetadathenqsoaasees 128 IW TS RT RTS ZTE FAT STR TTT STT Eisin rE Sp ERE EEEE EESTE SEN 129 REA INS OT CS T 130 Door Miia Pay INOW soosscisescersuavessseioisetsaesravssundacanisedsaisanasecebtpeassassansanautsusiedscaietaabsssspanondebaccweine 131 List of Figures 137
16. External Terminal Credit Card Sale Screen If your credit card terminal is not connected to the system or you have difficulty processing the transaction use the External Terminal Credit Card Sale screen To open the External Terminal Credit Card Sale screen select Credit from the Order Entry screen or Enter External Terminal Transaction from the Credit Card Sale screen PointOS Professional External Terminal Credit Card Sale External Terminal Credit Card Sale Order Number Total Due 10012 17 32 Reference ID Card Type 123654 Cancel Enter Reference ID Total Charge Gratuity Record 17 32 0 00 Terminal Figure 53 External Terminal Credit Card Sale To record a credit card transaction using an external terminal complete the following steps 1 Enter the Reference ID from the credit card processing at the external terminal WARNING DO NOT use the Credit Card number as the Reference ID Credit Card Numbers should NEVER be stored by the system The Reference ID is the credit card transaction approval code 2 Select the Card Type from the drop down list Or use the Up and Down arrows to scroll through the list of options 3 To adjust the total such as when the customer is using multiple payment options select Enter Total and enter the amount to charge To enter a charged gratuity select Enter Gratuity and enter the amount Select Record Terminal Sale PointOS User M anual Working with Payments 56 M ake Ot
17. Mame Dining Room Table 8 2 Order 10019 f3 19 Order 10025 5 90 Dining Room Table 11 Wiolet F Order 10012 5 78 Order 10006 2 95 Dining Room Table 11 3 Order 10027 6 40 Dining Room Table 11 4 Order 100268 1 57 Dining Room Table 14 Order 100185 23 36 Dining Room Table 2 Order 10009 5 25 Figure 71 Combine Orders Screen 3 Use the Up and Down arrows to scroll through a long list Select the Show My Orders button to filter the list to show only the orders for the selected employee access code 4 Select the order from the Open Tabs list Or select Cancel to close the Combine Orders screen without combining the order 5 The system displays a message to make sure that you want to combine the selected orders Select Yes to continue Or select No to close the message without combining the orders The system returns to the Order Entry screen for the original order The menu items for the second order have now been added to this order The second tab is no longer available on the Tab Select screen PointOS User M anual Working With Advanced Order Options 74 Enter Cash Back Amount Enter Cash Back Amount NOTE There is a maximum of 100 cash back allowed If the Manager has enabled this feature customers can request cash back adding the additional amount to their order totals to be paid by credit card or check To add cash back to a customer s order complete the following steps 1 Selec
18. Options REORDER ONE ITEM VOID ITEM DISCOUNT ITEM Show Item Options A Figure 43 Order Entry Screen Showing Amount Due and Show Item Options 4 46 5 00 CASH CREDIT H S 40 00 3 Select the Discount Item button 4 The system displays the Enter Manager Code screen Enter the Manager Access Code 5 The system displays the Discounts screen 6 Select the type of discount from the Item Order Discounts list Use the Up and Down arrows to scroll through a long list of items 7 Select Discount Item The system displays the Discount Item Reason screen Enter a reason for why you are discounting the item for the Manager report and select Done 9 Select Done on the Discounts screen PointOS User M anual Working with Discounts 48 Set Special Pricing for a Customer Set Special Pricing for a Customer To set special pricing for a customer complete the following steps 1 From the Order Entry screen select Discount from the top left corner 2 The system displays the Enter Manager Code screen Enter the Manager Access Code The system displays the Discounts screen PointOS Professional Discounts 100 Comp 100 Spill Discount 50 Employee Item Zo o Good Customer Cash Discount Discount Order Set Special Pricing Tax Exempt All Items Figure 44 Discounts Screen 3 Select Set Special Pricing The system displays the Set Customer Price Level screen PointOS P
19. Pay Amount ii 10009 Check Number 0 00 Check Is Made Out From Bank Account Number optional Total Amount 61 11 Cid ES BEBO Fe a Eis FE ea Pee oe EE FE Ey ES Ee Ee Pe ee ee eee Ree TIG reall E Figure 58 Check Payment Screen Each field that allows data entry includes a Clear button and a Back button to help correct any mistakes The Clear button removes any data you have entered so that you can start over The Back button deletes the previous character you entered PointOS User M anual Working with Payments 59 M ake Other Payment To enter a check payment complete the following steps 1 Enter the Check Number 2 The Customer s Name is listed in the Check Is Made Out From field If the tab is not connected to a customer or the another guest with the customer wrote the check enter the name on the check 3 If desired enter the Bank Account Number 4 Enter the Pay Amount This amount can be less than the order total if the customer wants to make a partial payment but it cannot be more than the order total 5 If the customer included gratuity on the check enter the Gratuity Amount The total amount is displayed Make sure the amount displayed matches the amount on the check 6 Select Save Check Information Or select Cancel to close the Check Payment screen without entering the check payment 7 The system displays the Change Due 0 00 message The receipt will automatically print in 1 minute
20. STR COC Ke Me e aehesscconees sat E E E dagose sadasoessaceeersacaeues segesee adasoeaueceeosasecees 9 Toaca N K O Eo E E T ES 10 Parco Ao ae i ae E EEE EEE E EAE EEA E E N AE 11 Figure 6 Choose Job Description SCHOEN lt aeaea err nienia ne n a E aT ESE EDO E vign 11 Figure 7 Clock Out STEE Ieeiea EE N NE 12 Figure 6 Enter Cash TIPS L SU recessed E E E E ATA 12 Figure 9 Employee History SCTE T 13 Figure 10 Make Schedule Request Screen s sssessseseseseseseseseseseseseseseseseseeeeeseseeeseeeseseeeeeseseseees 14 Jai kc ii R E e aly i bereerenereerrert ene nree rsa eee ater E S O rrr enr er rEner ey rarer Terr terry Tre ener tre er Teeenr 17 Powe R as ie HET TV Ss H 18 Powe Cash Pay OG arcs close cnccica E E E EEE E ENE 19 Piare K Ad ust Oray esiis ie e a e eE ee EENT Eiee RERE 2l Figure 15 Enter Grattity SCEE seese E E E E EEE 22 Figure 16 Adjust Gratuity Message sss 22 Peu TOR OU Ce C0 en a E E E E 23 tS BG Moode As DEW r PO ean N N E o 25 Figure 19 Tab Select Dy Open Orders SCL CCU isis xn ceccsaavesnvnsandentarannsenesdunctusevesanac aadencadenasaaneussesGeeounsaniuienas 27 Figure 20 Tab Select DY Se T 28 Preure 21 Select Order K pe Sere eenige a a i R ioe e e Eara EAEn ERR 30 ST TaD N N sade E EEE A EE E E E 31 Figure 23 Name Tab Screen Example of Customer Search sese eee eee E Figure 24 Pre Authorize Credit Card TT 33 Pear o O E TTT 34 Figure 20 Menu KS et 35 Figure 27 Order Entry Screen Illustrati
21. customer s order history You can even link songs to the customer to add to the playlist when the customer arrives The manager will also be able to send newsletters and special customer messages such as for the customer s birthday Add New Customer You will need to add new customers to the system before you can use the other customer tools You can add the customer by using a connected scanner to scan an ID Or you can enter the customer information manually Scan Customer ID To scan the information for a new customer complete the following steps 1 If PointOS is showing the Main Menu select Order Entry 2 Select Begin New Tab from the Tab Select screen 3 Select New Customer The system displays the Customer Permission screen PointOS Professional Customer Permission Receive Customer Permission Only Photo Name And Birthdate Figure 76 Customer Permission Screen PointOS User M anual Working With Customers 78 Add New Customer 4 Select Yes to continue or No to close the screen without scanning the customer ID Or select Only Photo Name and Birthday to only capture that information 5 If you have the customer s permission place the customer ID face down in the ID scanner The customer displays the Scan New Customer screen PointOS Professional Scan New Customer Scan New Customer 9 H Driver s License Country Into Scanner Face Down Auto detect state USA Cancel Manually Enter Cust
22. following steps 1 Enter a description of how to modify the menu item in the Custom Modifier Description field 2 Enter any additional amount for the modification in the Modifier Price field 3 Check the Show On Printed Check box to include the modifier on the customer s printed check NOTE The Modifier will always show on the check if it affects the price 4 Select Done Or select Cancel to close the Custom Modifier screen without saving a custom modifier PointOS User M anual Entering Orders 37 Printer Holds Printer Holds When you close the Order Entry screen for an order the Printer Holds screen displays to allow you to select items to print or hold PointOS Professional Printer Holds Bud Bottle Meat Loaf yw Select All E UnSelect All Down PrintNone Print Selected Print All Figure 29 Printer Holds Screen Use the Up and Down arrows to scroll through a long list of items Indicates that the item will be held and not printed at this time Indicates that the item will be printed at this time To hold an item select the printer icon It changes to the stop icon You can select the item not the icon next to it to open the lren Detail screen to view any modifiers The Select All button selects all of the items for printing The UnSelect All holds all of the items Make your selections and holds and select Print Selected Or select Print All or Print None PointOS User M anua
23. if you want to cash the server out Select Yes to continue or No to close the message without continuing the Server Out function If you have had credit card sales the system displays the Adjust Gratuity screen Refer to the Adjust Gratuity section of this User Guide for more information The system displays the Cash Out Server screen PointOS Professional Cash Out Server PointOS Administrator Has Been Cashed Out Server Owes 10 50 Figure 114 Cash Out Server The bottom of the Cash Out Server screen indicates the amount of cash you owe for your customer tabs from the shift 4 Select OK to close the screen The system prompts you to clock out PointOS User M anual Using Multi Server Mode 122 Custom M odifiers Custom Modifiers The Customer Modifier screen is slightly different when using multi server mode The Custom Modifier screen allows you to assign seat numbers for the order to facilitate order delivery PointOS Professional Custom Modifier Modifier For Hamburger Custom Modifier Description Show On Printed Check Can Only Be Turned Of On 0 Modifiers Figure 115 Custom M odifier Screen for M ulti Server Mode To assign seat numbers complete the following steps 1 Select Custom on a menu item s Item Modifier screen to open the Custom Modifier screen 2 Select Assign Seat Numbers The system displays the Enter Seat Number screen Enter the seat number on the table and select Enter T
24. needed First Name Last Name Street Address Suite Apartment City State Use the Up and Down arrows to select Postal Code Mobile Phone Email Address 3 To swap the number in the Mobile Phone field with Phone Number 1 select the Swap Numbers button To print the customer information select the Print Customer button To save the new information for the selected customer select the Update Customer Information button 6 The system displays a message to indicate that the customer has been updated Select OK to close the message PointOS User M anual Working With Deliveries 99 M ap Customer s Address Map Customer s Address The Map Address features works with Google Maps to provide a map to the customer s address The map opens in a separate screen from the Delivery Center screen To open the map select the Map Address button from the Delivery Center screen for the selected customer PointOS Professional Delivery Center Web Images Videos Maps News Shopping Gmail more A New Help Sign in Google ma DS allas Texas 75208 Search Maps Show search options Get Directions My Maps k LS Print Send e Link a ta ric pj woe J map Satetite Eann 231 W Jefferson Dallas Texas 75208 i gt OF Add Destination Show options a Homeward o Bound M _ North Oak __ Clif Library aay y ang doysig 6 z CD SAV WOSIPEWY Z Centre St These directions are for planning pu
25. r Server Figure 113 Select Cashier Screen The Select Cashier screen lists the names of the servers who have logged in Use the Up and Down arrows to scroll through a long list of servers Select the name for the server tabs you want to access and select Sign In As Server Server In The Server In option allows a server to begin the shift It is similar to the Cash In option However there is no cash drawer to count NOTE You will not be able to enter orders until you have performed the Server In function To perform the Server In option complete the following steps 1 Select the Server In option from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code If you have not clocked in yet the system will prompt you to clock in The system displays a message indicating that the server has been logged in Select OK to close the message PointOS User M anual Using Multi Server Mode 121 Server Out Server Out The Server Out option ends the shift for a server It is similar to the Cash Out option and displays the amount that the server owes for his or her sales less any reported tips NOTE You cannot perform the Server Out option if you have open tabs To perform the Server Out option complete the following steps 1 Select the Server Out option from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code 3 The system displays a message asking
26. that have not yet batched for your cash drawer the system displays the Adjust Gratuity screen when you select the Cash Out option from the Main Menu If there are not non cash sales for your cash drawer skip to the Cash Out screen section PointOS Professional Adjust Gratuity Select Or Scan The Num Order ReflD CCF Total Gratuity Bar Code To Adjust 10003 4 amp 3 123516 21 21 Gratuity Gratuity Adjust Gratuity Figure 14 Adjust Gratuity To indicate the gratuity added to non cash sales complete the following steps 1 Select a transaction either by choosing it from the list or by scanning the receipt bar code Use the Up and Down arrows to scroll through a long list of transactions 2 Indicate the gratuity according to the following chart If the customer Did NOT add gratuity to Select No Gratuity The system records the gratuity for the transaction as the credit card sale 0 00 PointOS User M anual Working With Cash Drawers 21 If the customer Did add gratuity to the credit card sale PointOS User M anual Adjust Gratuity Select Adjust Gratuity The system opens the Enter Gratuity screen Enter the dollar and cent amount of the credit card transaction gratuity and select Enter Enion Cop ality Figure 15 Enter Gratuity Screen The system displays a message to indicate that the Gratuity Adjustment was successful You can print the message by selecting Print Select OK to cl
27. to see when the message was sent who it was from and the message text Select the Reply button to reply to the message Select the Delete button to delete the message Select the Done button to close the Old Mail screen PointOS User M anual Working With the Message Center 113 Delete Old M ail Delete Old Mall The Delete Old Mail option deletes all of the messages stored in your mailbox To delete all of your old mail complete the following steps 1 Select the Delete Old Mail button from the Message Center screen 2 The system displays a message to make sure you want to delete all of the messages Select Yes to continue Select No to close the message without deleting any old mail 3 The system displays a message indicating that the messages have been deleted Select OK to close the message PointOS User M anual Working With the Message Center 114 Working with Reports While you are cashing out you can complete a closing report or an incident report You can also report an incident at any time during the shift To see how your business is performing over a selected time period you can view a complete or quick sales report Complete Closing Report The Closing Report screen allows you to report any damage issues or indicate menu items that need to be reordered It also allows you to report any other information to the manager To open the Closing Report screen complete the following steps 1 Select File a Clos
28. you have started the delivery order you can use the Order Entry screen like any other order The order is available from the Tab Select screen shown with a car icon to distinguish it from the other orders You can also recall void or transfer an order as needed just as with a non delivery order Open the Delivery Center Screen The Delivery Center screen helps you select the appropriate customer for a delivery order To open the Delivery Center screen select Delivery Center from the Main Menu PointOS User M anual Working With Deliveries 92 Open the Delivery Center Screen The system displays the Delivery Center screen PointOS Professional Delivery Center a ou Customer Phone Number To Start An Order From The Caller ID List Search Customers Driving Directions Server Points Administrator Drawer 1 Station 1 CStatiana Mon 692010 11 05 01 4h Figure 92 Delivery Center You can indicate the delivery customer using one of the following methods Use the customer s Caller ID Manually Add the Customer Search the Customers already added to PointOS Once you have selected or entered the customer select Start Order to open the Order Entry screen for the selected customer From the Delivery Center screen you can also Print the customer information Open the Customer Profile screen Open a new screen with a map to the customer s address Open a new screen with driving directions to the cu
29. 00 Phi Print Work Schedule Print Entertainment Schedule ntertainment Calendar Specials Calendar Happy Bullets Start 4 00 Ph Start 5 00 Phi Start 00 Ph Selected Box Print Happy Bullets Happy Bullets End 2 00 Ph End 2 00 Pha Week Starting Sunday 5 6 10 Server PointOs Administrator Drawer 1 MUSIC Station 1 Skationa Mon 6 7 2010 11 55 20 AM Figure 4 Time Clock End 8 00 Pha PointOS User M anual Using the Time Clock 10 Clock In Clock In To clock in complete the following steps 1 Select the Clock In button The system displays the Clock In screen PointOS Professional Clock In PointOS Administrator Is Not Currently Clocked In 6 7 10 11 56 AM Do You Want N o jow Figure 5 Clock In Screen 2 Select Yes Or select No to close the Clock In screen without clocking in If the Manager has set the system up to prompt for salary level the system displays the Choose Job Description screen PointOS Professional Choose Job Description Choose Description Figure 6 Choose Job Description Screen 3 Use the Up and Down arrows to scroll through a long list of job descriptions Select the appropriate description and select Choose Description 4 The system displays a message indicating that the employee has been clocked in Select OK to close the message PointOS User M anual Using the Time Clock 11 Clock Out Clock Out NOTE If you forget to clock out within
30. 24 hours the system will prompt you to do so The Clock Out screen allows you to edit the clock out time To clock out complete the following steps 1 Select the Clock Out button The system displays the Clock Out screen PointOS Professional Clock Out PointOS Administrator Clocked In 6 7 10 11 57 AM Edit Clock Out Date And Time Hour Minute e7noiissaM re lie e a SIS Figure 7 Clock Out Screen 2 If you need to edit the date and time use the up and down arrows to adjust the time 3 Select Yes to continue Or select No to close the Clock Out screen without clocking out Depending on your employee settings the system may display the Enter Cash Tips screen PointOS Professional Enter Cash Tips EEE eo Cash Tips RGN 9 Will Be Reported i With Your Payroll Please Be Accurate 0 Enter Cash Tips Figure 8 Enter Cash Tips Screen PointOS User M anual Using the Time Clock 12 View Employee History 4 Enter the dollar and cent amount of any cash tips you received during your shift 5 Select Enter Cash Tips Or select Cancel to close the Enter Cash Tips screen without declaring any tips 6 The system displays a message to make sure that you entered the correct amount Select Yes if the amount listed 19 correct Select No to return to the Enter Cash Tips screen 7 The system displays a message indicating that the employee has been clocked out Select OK to close the message View Employee History
31. 8 Figure 119 Figure 120 Figure 121 Figure 122 PointOS User M anual View Profile Button on the Name Tab Screen eee eee eee 83 RMS COTM ETI 84 Customer Email AC ls 5 ociecsccee cadence dases binder etoacarteeucedecticcesasesicdasetsacamseencedeobecagsasesicdenedsacesteandess 85 By AOI UNS e assesi a a 86 Der CUS aae Mey EEA vatebasanarsacteies EEA TETE 87 OE T T E E E E E E N E A E E E nace 88 POMS IRGC ORG acces ee EEEE 89 Customer HISTOH EEE TEE AZER 90 Show Alem Ordered aac cee eect arash E ea etennacu en E E EE 91 DEVA E T e E E E E E 93 Delivery Center with Blank Customer Information sss sese sese eee eee 95 R STs TONT ea E EAE E EE EE 97 Delivery Center Customer Intonation sss eee eee eee eee 98 Map Te T 100 Diyn Winds e 101 IV MIG ETO E E EE E EET 102 Music Player Additional Song Options ccccccccccccceecceceeeaeeeeeseseseeeeceeeeeeeeeeeeeaeaeeessees 104 DS EC KE SOFC T 106 S00 By Number CN aparece eee asec sensu encom a e TE Eea EE r a ENE 107 CHOOSE Customer ee U 108 kenane SOM SOCON esris a eE Eei 109 I T i T a a E E E E eee ee 110 Send Message Resulls srcesinicsrseniinnin caia nane ie EEA aA A aian 111 E a o E E E E E E E EEAS 111 RT Rig DOM TT 112 ROUT T T 113 BTS ROPO eea E E E 116 e RO e E E E AAE EN A EAEE 117 Retrieving Report Message sse 118 See e e E E A E 119 LTC as GF S T a E 121 CREOS TT 122 Custom Modifier Screen for Multi Server Mod 123 Door Manager SR Te T 124 Ree IN N T T 125
32. Date field by default You can change the date or use the down arrow to select the date from a calendar Select the End Date The same date as the Start Date field displays by default You can change the date or use the down arrow to select the date from a calendar Enter a message to explain your schedule request in the Description field Select Send to send the schedule request message to the manager Or select Cancel to close the Schedule Request screen without sending the message The system displays a message indicating that the request has been sent Select OK to close the message PointOS User M anual Using the Time Clock 14 Print Work Schedule Print Work Schedule The Time Clock screen allows you to print the work schedule for the currently displayed week To print the work schedule complete the following steps 1 Make sure the correct week s schedule is displayed You can use the Next and Back buttons to move forward or backward one week at a time 2 Select Print Work Schedule to print the currently displayed schedule on the report printer Print Entertainment or Specials Schedule The Time Clock screen allows you to print the entertainment or special events schedule for the currently displayed week To print the entertainment or special events schedule complete the following steps 1 Make sure the correct week s schedule is displayed You can use the Next and Back buttons to move forward or backward one week a
33. ESTS REMOVE pan mm E Jom see HIE Server Pointas Administrator Drawer 1 MUSIC Station 1 tations Sun 6 13 2010 4 55 45 PM Figure 82 Select Customer Button on the Order Entry Screen PointOS User M anual Working With Customers 82 View Customer Profile To open the Customer Profile screen from the Tab Select screen find the customer by entering one or more letters of the customer s first or last name As you type the system displays any matching customers Select Check by First Name or Check by Last Name to switch the search Select Recent Customers or All Customers to narrow or widen the search When you have located the customer select View Profile PointOS Professional Name Tab 7 Cancel Blue Mary Pa All i Check By Last Name New Customer Find Customer With License Or Credit Card Server Pointas Administrator Drawer 1 Mon 642010 9 08 54 AM Figure 83 View Profile Button on the Name Tab Screen PointOS User M anual Working With Customers 83 The system displays the Customer Profile screen PointOS Joe Brown Profile Good Customer isits 0 00 sinc myaddressi yahoo com Sood Customer Music Figure 84 Customer Profile The Customer Profile screen displays the following information Customer name Birthday Pricing level Number of visits Amount spent since the customer was added to the system You can view or enter additional notes about the customer on
34. Information area of the Delivery Center screen PointOS Professional Delivery Center L Hour First Name Last Name Phone Number 1 Street Address Suite Apartment a Sete tanton City State Territory e Postal Code Mobile Phone L C E Save Customer Information pn Driving Server Pointls Administrator Drawer 1 Station 1 Stationa Mon Brn 472010 11 18 10 Sh Figure 93 Delivery Center with Blank Customer Information PointOS User M anual Working With Deliveries 95 Select Delivery Customer From Existing Customers 4 Enter the following information for the customer First Name Last Name Street Address Suite Apartment City State Use the Up and Down arrows to select Postal Code Mobile Phone Email Address Select the Save Customer Information button The system displays a message asking if you want to save the customer Select Yes to continue Or select No to close the message and return to the Customer Information 7 The system displays a message indicating that the customer has been added Select OK to close the message Select Delivery Customer From Existing Customers To select a delivery customer from the customers in the PointOS system complete the following steps 1 Open the Delivery Center screen 2 Select the Search Customers button 3 Enter one or more letters of the customer s first or last name in the top field 4 As you type the system displays any matching customers
35. J Print Order crate sere praso Custom REORDER ONE ITEM VOID ITEM DISCOUNT ITEM T 1 i Show Item Options K TAX EXEMPT ITEM we J Lam se e _ as en mm oma e om cc Figure 38 Order Entry Screen Showing Amount Due and Show Item Options Select the Void Item button Select the Item Modifiers for the item if desired The system displays the Enter Manager Code screen Enter the Manager Access Code Sm SS The system displays the Void Item Reason screen Enter a reason for why you are voiding the item for the Manager report 7 The system displays the tem Inventory Screen to determine whether the item was removed from inventory Select Yes or No 8 Select Done PointOS User M anual Entering Orders 44 Working with Discounts This chapter explains discounts You can discount a single item in an order or you can discount the entire order for a customer You can also mark an item or entire order as tax exempt This feature also allows you to set special pricing for the customer on all future visits NOTE A Manager access code is required to apply discounts to set tax exempt status for an item or order or to set special customer pricing Discount an Order To discount an entire order complete the following steps 1 From the Order Entry screen select Discount from the top left corner PointOS Professional Order Entry DISCOUNT EE ES EN ES eN i egories
36. O A aac as set scene I cue san A E E A NA O AAN INA Beavers E 71 Figare 09 Split Order ie MAI G seiceanna retenen iar a O a IR arnai 72 Ficure 70 Tab Select Screen Showing Split Ordets escriveires inaen ra a ai 73 Fig re 7 Combine Orders S Che Ci HT 74 Figure 72 Enter Cash Back Re d U 75 Figure 73 Cash Back Added to Amount Due sss sees sese 75 Fig re 74 Enter Number Of Guests tai cosescccacteseseeoseasadasseauasesieacacaased OT OTa KORR ERT aanas 76 Figure 75 Remove Payments I 11 Pigre 76 Customer Permission SUC seernes rre en EE rre NERE O NERENS E 78 Figure 7 7 Scan New Customer GTGT aeaea aE nordo oa eaa Hra Ea heresy AZ aa Ea ven 79 Fig re 78 Add New e Le TT 80 Figure 79 Add New Customer Address cccsicontecctesccausssyexaveemudeadachsendanciutesassastouvatsaaransssowlaaciutavassesteusveiaiace Sl Figure 80 Add New Customer Ema Sl Figure 81 Add New Customer NOS sss Sl Figure 82 Select Customer Button on the Order Entry Screen esse eee eee 82 PointOS User M anual List of Figures 136 Figure 83 Figure 84 Figure 85 Figure 86 Figure 87 Figure 88 Figure 89 Figure 90 Figure 91 Figure 92 Figure 93 Figure 94 Figure 95 Figure 96 Figure 97 Figure 98 Figure 99 Figure 100 Figure 101 Figure 102 Figure 103 Figure 104 Figure 105 Figure 106 Figure 107 Figure 108 Figure 109 Figure 110 Figure 111 Figure 112 Figure 113 Figure 114 Figure 115 Figure 116 Figure 117 Figure 11
37. Select Print to print it immediately or select Done to close the Change Due information without printing the receipt PointOS User M anual Working with Payments 60 Recalling Voiding or Transferring Orders This chapter explains the following additional activities you can perform with orders You can recall an order to review it reprint the credit card receipt or to add to the order You can void an entire order and indicate whether the items were taken out of inventory You can transfer an order to another server or employee Recall Order You can recall an order to view or print the tab reprint a credit card receipt or to return to the Order Entry screen for that order where you can make any necessary adjustments to the order or payments The Recall Order screen displays both open and closed orders To recall an order complete the following steps 1 Select Recall Order from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code PointOS User M anual Recalling Voiding or Transferring Orders 61 Recall Order The system displays the Recall Order screen PointOS Professional Recall Order Customer N arme Order 10019 3 19 sort By Tab Name Table 2 Mike We CLOSED Order 10011 2 95 Table 1 Dining Room Table 11 school Group CLOSED Order 10012 17 32 Order 10016 44 62 el L SS Gus Me Test CLOSED Order 10020 16 81 Order 10014 5 78 J
38. Station 1 Stationa Mon 6 72010 10 59 19 AM l E H l Figure 63 Transfer Drawer 3 Select Transfer Open Server Orders Or select Return to Main Menu to close the Transfer screen without transferring an order PointOS User M anual Recalling Voiding or Transferring Orders 66 Transfer Order The system displays the Transfer Drawer screen to determine which server or station needs to transfer one or more orders PointOS Professional Transfer Drawer Transfer From Server Transfer From Station Select A Server Select A Station Open Orders To Server Cancel Transfer All Orders Transfer Selected Orders Server Points Administrator Drawer 1 Station 1 Stationa Fri 6 11 2010 6 59 09 AM Figure 64 Transfer Orders 4 Select an option from either the Transfer From Server or the Transfer From Station drop down list The system displays the open orders for the selected server in the Open Orders list The system displays the other servers who are cashed in in the To Server list 5 To transfer only some of the orders select the Order from the Open Orders list You can use the Shift key or the Control key while you highlight the orders to select multiple orders Select the new server from the To Server list To transfer the selected order s select Transfer Selected Orders To transfer all orders select Transfer All Orders PointOS User M anual Recalling Voiding or Transferring Orders 67 Transfer Ord
39. all split checks Select Yes to print the checks now Select No to close the message without printing the checks at this time PointOS User M anual Working With Advanced Order Options 72 Combine Order The system returns to the Tab Select screen The split orders have the same name with a number added at the end to distinguish the split orders When you open one of the split orders it only includes the menu items on that tab Dining Room Fatio Customer Mame Dining Room Table 11 Order 10019 3 19 Order 10012 Pde IOUT BPG 78 Dining Room Table 11 2 Order 10026 1 57 Dining Room Table 11 3 Order 10027 a 40 Dining Roam Table 11 4 Order 10028 1 57 Dining Room Table 14 Order 10018 23 36 Figure 70 Tab Select Screen Showing Split Orders Combine Order The Combine Order option allows you to combine multiple tabs into one tab This feature can be used to combine orders that have been previously split or to combine orders from multiple tables To combine the selected order complete the following steps 1 Select the Combine button from the Advanced Options on the Order Entry screen 2 The system displays a message to make sure you want to combine orders Select Yes to continue Or select No to close the message without combining the order PointOS User M anual Working With Advanced Order Options 73 The system displays the Combine Orders screen PointOS Professional Combine Orders Customer
40. and Down arrows to scroll through a long list of items Select Discount Item The system displays the Discounts screen PointOS Professional Discounts Item Order Discounts 1 Cheese Steak Wrap 5 95 0 Off 1 Grilled Cheese 3 95 0 Off Discount 1 Pinto Beans 1 25 0 Off Item 25 1 Cream Corn 1 25 0 Off 1 Veg Of Day 1 50 0 Off 1 Hush Puppies 2 95 09 Off Remove Discount Set Special Pricing Tax Exempt All Items Figure 42 Item Order Discounts Screen Select the Item you want to discount Use the Up and Down arrows to scroll through a long list of items Select Discount Item The button displays the amount for the type of discount you selected on the previous screen Or select Remove Discount to remove a previously applied discount The system displays the Discount Order Reason screen Enter a reason for why you are discounting the order for the Manager report Select Done PointOS User M anual Working with Discounts 47 Discount an Item M ethod Two Discount an Item Method Two To select the item from the Amount Due area before applying the discount complete the following steps 1 From the Amount Due area on the Order Entry screen select the item in the order that you want to discount 2 Select the Show Item Options button below the Amount Due area Amount Due 4 46 Amount Due 4 46 1 Cheese Burger hd 26 1 Cheese Burger TA 25 Print Order Print Order a ltem Modifiers Menu tem
41. cable City and Postal Code Use the Up and Down arrows to select the State PointOS User M anual Working With Customers 80 PointOS Professional Add New Customer 123 ANY STREET SE lt 9 Add Address E Add Email ag Add Notes Figure 79 Add New Customer Address 8 To add the customer Email address select the Add Email button Then enter the customer s Email address MYADDRESS yAHOO com Figure 80 Add New Customer Email 9 To add any notes about the customer select the Add Notes button Then enter your notes Add Notes Figure 81 Add New Customer Notes 10 To add the customer select the Add Customer button Or select Cancel to close the Add New Customer screen without saving the customer information PointOS User M anual Working With Customers 81 View Customer Profile View Customer Profile The Customer Profile screen displays information about the customer You can open the Customer Profile screen from the Name Tab screen or the Advanced Options on the Order Entry screen if the customer has been selected for the order To open the Customer Profile screen from the Order Entry screen select the Advanced Options button Then select the Select Customer button PointOS Professional Order Entry aovanceo HO SALE lv DONE Amount Due 38 78 Side Salad Cn Veg Of Day Cheese Burger rast l e Ham EG gg cout _ OTHER PAYMENTS SELECT CUSTOI Cash Back SET GU
42. ct the Remove Song button next to the song on the customer s personal songlist that you want to remove PointOS User M anual Working With Customers 89 View Order History The song is immediately removed from the customer s personal songlist Request One Song or All Songs from the Customer Personal Songlist To request songs for the customer first open the Customer Songlist screen for the selected customer To request a single song from the customer s personal songlist select the Add to Playlist button next to the song you want to request To request all songs on the customer s personal songlist select the Request All Songs button View Order History The View Order History feature allows you to view past orders the order status and to open the Recall Tab screen for the selected customer s previous orders You can also see all the items the customer has ordered for open or closed tabs To open the Customer History screen complete the following steps 1 Openthe Profile screen for the selected customer 2 Select the Order History button The system displays the Customer History screen PointOS Professional Customer History Joe Brown Order 10001 CLOSED Show All Items Ordered Figure 90 Customer History Use the Up and Down arrows to scroll through a long list of orders Select an order to open the Recall Tab screen On the Recall Tab screen select Print Order to print a receipt for the order T
43. d Select the Forward button to move forward in the current song a few seconds at a time Next Song Select the Next Song button to skip to the next song in the playlist Turn Volume Down Select the Down button to turn the volume down Mute Volume Select the Mute button to mute the music Turn Volume Up Select the Up button to turn the volume up A Volume Slider Simply drag the slider up or down to change the volume The following controls are available for the current song on the right side of the Music Player screen Won t Play Select this option to report problems with the current song and remove it from the playlist Assign to Customer Select this option to open the Choose Customer screen to assign the current song to a customer PointOS User M anual Working With Music 103 Use Playlists and Control Songs Use Playlists and Control Songs The right side of the Music Player screen displays the playlist Use the drop down list or the Up or Down arrows next to the playlist name to select a new playlist The Song Cue list includes any songs that have been added to the selected playlist Use the Up and Down arrows to scroll through a long list of songs Select a song to see additional options for the song PointOS Professional Music Player Highway Blues Up New Playlist S symphony Mo 2 tsche Ludwig Yan Beethove Marc Seales Composer New Sto i Highway Blues Marc Seales Compose symp
44. d customer PointOS Professional Delivery Center Web Images Videos Maps News Shopping Gmail more Y A New Help Sign in Google Maps sach Florida 32966 Search Maps Show search options Get Directions My Maps BE E Send ee Link OH a t a Sl otratic More map Satelite sis Earth jue Suite 218 Vero Beach Florida 32966 B 19th Pl Vero Beach Indian River Florid Add Destination Show options Get Directions Driving directions to 19th Pl Vero Beach FL 32966 5 7 mi about 12 mins 2120 58th Ave 218 S Vern Beach FL 32966 1 Head north on 58th Ave SI 282 H 2 Make a U turn A 0 2 mi w ERAO Golgle Map data 607 yGo09Ie Terms of Use ae a rre Map Address p Driving Directions Show In Browser arm Close Map Server Poink S Administrator Drawer 1 Station 1 Stationa Mon 6 14 2010 11 56 46 AM Figure 97 Driving Directions Select the Map Address button to remap the address for the selected customer Select the Driving Directions button to show the driving directions stored for your business to the selected customer s address Select the Show In Browser button to open the driving directions in your default web browser window Select the Print button to print the map and directions Select Close Map to close the screen PointOS User M anual Working With Deliveries 101 Working With Music PointOS can manage all of the recorded music that plays in your business
45. dades 33 PointOS User M anual Table of Contents 3 EUO e A E E E A E 34 The Order ye CN eseese aaa EE re ERSE 34 The Custom Modilier Sereen iN EE 37 Po Ol a E E EE E EA AEA AEE 38 Ep T TE E E EE EA EA AEE ne E E A A E 39 OT TS AEEA E EE EEE EEE cs ee eseeseeesze 39 vod T aea E A E E A 42 Working with DISCOUNTS sssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 45 Prr roon Ee er E S saat emtecen eens aiseewrareee sac aes 45 Discount an lem Method One eresien e ee eiA E E E 47 Discount an Item Method TW icsccsssivancbccsdesateeessscocavcaunevadwancboesdeustsgeva scveheesdoswedvasedosvisseseavandustetatetseess 48 Set special Pricing fora CUSIOMIED TTT 49 Tar Ere mpira dE eeen E EE E E 50 PoE a a E T 31 Working WRN V HHH 52 Maike Cash Pay MEM T 52 Make Credit C arcu ay Ge 110 eeo e E E E 54 RT R 1 ass T 54 External Terminal Credit Card Sale SCree th a aana NH aT aae Ta a aA Nara aana TR ZN TAT Tata 56 Nake OMM Pay le T 57 E iim Ge 0 tal Kle Te CICCI sirien E E NEEE NE 58 Chock Payme OC e E E E E S 59 Recalling Voiding or Transferring Orders sss sssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssnnnssn nnn 61 ReO a E A 61 VOLO T E A E E A A E E N 64 MANNS OT TTT 66 Working With Advanced Order OptionS sssssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 69 Open Tie Advanced OPH ONS eicscissadssesstovasstdantacaseteraebisn
46. der Entry screen Credit Card Sale Screen If you have a credit card terminal connected to the system the system displays the Credit Card Sale screen when you select Credit from the Order Entry screen PointOS Professional Credit Card Sale Order Number Total Due Please 10012 17 32 Ea Card Card Issuer Cancel Exp Date Process Total Charge CHANE 17 32 Amount Visa Enter External Terminal Transaction Figure 51 Credit Card Sale Screen PointOS User M anual Working with Payments 54 M ake Credit Card Payment If you have pre authorized a credit card for this order the system displays the following additional option on the Credit Card Sale screen PointOS Professional Credit Card Sale Order Number Total Due Please 10006 8 75 Eba Card Card Exp Date Process Enter External Terminal Transaction Figure 52 Credit Card Sale with Pre Authorization If you have pre authorized the credit card select Use Saved Card to enter the credit card information Then select Process If you have not pre authorized the credit card swipe the credit card or enter the Card Number the Expiration Date the cardholder s Zip Code and the cardholder s Street number Select Change Amount to change the amount of the transaction such as when the customer is using multiple payment options Select Process to process the transaction PointOS User M anual Working with Payments 55 M ake Credit Card Payment
47. dvanced options complete the following steps 1 Select the Advanced button at the top of the Order Entry screen The system displays the Advanced Options below the Amount Due area Advanced Options Move Table SPLIT ORDER COMBINE OTHER PAYMENTS CUSTOMER INFO Cash Back SET GUESTS REMOVE PAYMENTS MAIN MENU gt lt CLEAR Figure 66 Order Entry Screen Advanced Options PointOS User M anual Working With Advanced Order Options 69 Move Table Move Table The Move Table option allows you to move the selected order to a table in one of your rooms To move the selected order to a table complete the following steps 1 Select the Move Table button from the Advanced Options on the Order Entry screen The system displays the Move Table screen PointOS Professional Move Table aag Table 1 Table 2 Table 3 Table 4 Table 5 Table 6 Table 7 Table Table 12 Table 13 Table 9 Table 15 Table 16 Table 10 Please Select An Open Table Figure 67 Move Table Screen 2 Select the table where you want to move the selected order Or select Cancel to close the Move Table screen without moving the order The system returns to the Order Entry screen PointOS User M anual Working With Advanced Order Options 70 Split Order Split Order The Split Order option allows you to split the order items for one order into separate tabs At the time of splitting you can print all the split checks at once However once you have spl
48. e Name Tab screen complete the following steps 1 Select Door Manager from the Door Manager Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code The system displays the Name Tab screen PointOS DoorMan Name Tab x 1 On Tab Blue Ma Brown Joe Last Visit 6710 1 00 PM ee Return To Main Menu Check By Last Name Add New Customer Server Pointls Administrator Drawer 1 Station 1 Stationa Mon 6712010 1 02 22 Phl Figure 117 DoorM an Name Tab 3 Enter one or more letters of the customer s first or last name in the top field PointOS User M anual Using PointOS DoorMan 125 Add New Customer 4 As you type the system displays any matching customers Select Check by First Name or Check by Last Name to switch the search depending on what you entered 5 Add customers to the tab using one of the following methods As you add customers to the tab the number on the tab is displayed in the top right hand corner You can select Clear Tab to start the tab over Select the Plus sign next to the customer name to add the customer to the tab Select Add New Customer to open the Customer Information screen to enter a new customer s information 6 The system displays the Customer Alert screen to indicate the customer who has been added to the current tab Select Done to close the message 7 Select Pay Now to open the Door Manager version of the Order Entry screen
49. e Results Your Local Message Has m Been Successfully Sent Figure 105 Send M essage Results Read Message When another employee has sent a message the Read Message screen displays when you next enter your employee access code PointOS Professional Read Message Figure 106 Read Message Select the Reply button to reply to the message Or select Done to close the message without replying PointOS User M anual Working With the Message Center 111 Reply to M essage Reply to Message When you reply to another message PointOS displays the Send Message screen PointOS Professional Send Message ERB BoSoenoooo poooooonaz BI99899999ET Figure 107 Reply to Message To reply to the message enter the Message Then select the Send button to send the message Or select Cancel to close the Send Message screen without sending a reply PointOS User M anual Working With the Message Center 112 View Old Mail View Old Mail The Message Center also allows you to view your old messages This screen may be helpful if you are unable to respond to a message when it is displayed To open the Old Mail screen select the View Your Old Mail button from the Message Center screen PointOS PointOS Administrator s Old Mail Date Time From Message BI TI2U0TU 120817 PM Michele vied Tele Figure 108 Old Mail Use the Up and Down arrows to scroll through a long list of messages Select a message in the Mailbox list
50. e a pay out to this payee If not enter the payee name in the Pay Out To field Check the Add To Payee List box to include the Payee on the Past Payees list next time If you make a mistake select the Clear button to start over Enter the Pay Out Amount If you make a mistake select the Clear button to start over Enter a Description of the reason you are making the payout The Manager Comment displays any comments the manager has made for the selected payee You cannot edit the manager comment 5 Select the Pay Out button Or select Cancel to close the Cash Pay Out screen without making a payout The system displays a message indicating that the payout has been made Select OK to close the message The system displays a message asking if you want to print a payout receipt Select Print to print the receipt immediately Otherwise the receipt will print automatically in 1 minute Or you can select Done to close the message without printing the receipt Open the Cash Out Screen At the end of the day the cash drawers will need to be cashed out to reconcile the amount of money in the drawers to the transactions recorded for that drawer To open the Cash Out screen complete the following steps l Select Cash Out from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code PointOS User M anual Working With Cash Drawers 20 Adjust Gratuity Adjust Gratuity If there are non cash sales
51. e order was paid by credit card you can select Add Gratuity to add the gratuity to the charge The system opens the Enter Gratuity screen Enter the amount and select Enter If the order was paid by credit card you can select Print Credit Card Slip to reprint the credit card slip The system displays a message to make sure you want to reprint the credit card slip Select Yes to continue Select Print Order to print a receipt for the order The system displays a Print Receipt message to make sure you want to print the order Select Yes to continue or No to close the message without printing the order Select Recall Order to open the Order Entry screen for the selected order If the order is closed the system displays an Open Order message make sure you want to reopen a closed order Select Yes to continue or No to close the message without opening the order PointOS User M anual Recalling Voiding or Transferring Orders 63 Void Order Void Order NOTE You cannot void orders with payments Instead recall the order remove the payments and then void the order Refer to the Frequently Asked Questions chapter of this User Guide for more information The Void Order screen allows you to void open orders To void an order complete the following steps 1 Select Void Order from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code The system displays the Void Order screen PointOS Profe
52. e system displays a message indicating that the Incident Report was saved Select OK to close the message View Sales Report The Sales Report screen allows you to view or print the quick or full sales report To run sales report on the Sales Report screen complete the following steps l 2 5 Select Sales Report from the Main Menu The system displays the Enter Access Code screen Enter your Access Code Select the Start Date Select the Today button to choose the current date Or use the Up and Down arrows for each field to select a new Month Day Year and Time Select the End Date Select the Today button to choose the current date Or use the Up and Down arrows for each field to select a new Month Day Year and Time Select either the Get Full Report button or the Get Quick Report button The system displays a message while it retrieves the selected report Please Walt This May Take Several Minutes Figure 111 Retrieving Report M essage PointOS User M anual Working with Reports 118 View Sales Report The system displays the Report PointOS Professional Sales Report Heo Restaurant Full Sales Report Stark Mon 67 40 1 2 00 PM End Won 6810 12 00 PM PAYMENT SUMMARY Total Cash Payments Cash Payment Amount Total Payments CASH SUMMARY Total Cash Payment Total Pay Out Amount Total Cash Deposit TOTAL ORDER DISCOUNTS Percent Discount Amount Cash Discount Amount T
53. ect the Incident Report button on the Main Menu Or select the File an Incident Report button from the Cash Out screen The system displays the Incident Report screen PointOS Professional Incident Report What Happened Time vam Employees k Add People To Report gt O Police O Fire O Rescue 9099999999009 9999999999 09906 9999999092900 me ete OLA Server PointOs Administrator Drawer 1 Station 1 Skationa Mon fF f2010 12 02 20 PM Figure 110 Incident Report To file an incident report complete the following steps Select the type of incident from the What Happened drop down list Select the location of the incident from the Location drop down list Select the Time of Incident from the Time and am drop down lists Select any employees who were involved from the Employees drop down list Oe ae ee s Select any customers who were involved from the Customers drop down list PointOS User M anual Working with Reports 117 b a A 10 Select the Save Report button Or select Cancel to close the Incident Report screen without making a 12 View Sales Report Select the Add People To Report button If more than one employee and or customer was involved repeat steps 4 5 and 6 Enter a description of the incident in the large What Happened field Select None Minor or Major to report any injuries Check the appropriate boxes to indicate if the Police Fire or Rescue team were involved report Th
54. elivery To Go Dine In Select Cancel Fast Cash to close the Select Order Type screen without selecting an order type The system returns to the Tab Select screen Begin New Tab You can give tabs a meaningful name or you can select a customer from the customer list or create a new customer to name the tab The Name Tab Screen The Name Tab screen allows you to find a customer open the Add New Customer screen or name the tab To open the Name Tab screen select Begin New Tab from the Tab Select screen PointOS User M anual Entering Orders 30 Begin New Tab The system displays the Name Tab screen PointOS Professional Name Tab Check By First Name Customer Find Customer With License Or Credit Card fog SS ee BES E 798998 Pe ee le Cs ee S S B Server Pointls Administrator Station 1 Stationa Mon BF 2010 5 51 45 An Figure 22 Name Tab To enter a name for this tab to be used only for this order complete the following steps 1 Enter the name in the top field 2 Select Start New Tab The system opens the Order Entry screen To select a customer for this order by name complete the following steps Enter one or more letters of the customer s first or last name in the top field 2 As you type the system displays any matching customers Select Check by First Name or Check by Last Name to switch the search depending on what you entered in step 1 Select Recent Customers
55. em displays a message asking if you want to set up a membership card if applicable Select Yes to continue or No to print the card at another time The membership ID card prints to your card printer PointOS User M anual Using PointOS DoorMan 130 Pay Now Pay Now The Pay Now feature allows you to open the DoorMan version of the Order Entry screen This screen works the same as the PointOS Order Entry screen but it has a separate set of menu items such as to collect a cover charge PointOS DoorMan Order Entry gt Door Harry Potter Server Points ae M M et Wednesday July 21 2010 10 04 An c c er h c OS i lU Cover sick i mana a L Server PoinkOsS Administrator Drawer 1 Station 1 Manager Wed 7121 2010 10 04 57 AM Figure 122 DoorMan Pay Now PointOS User M anual Using PointOS DoorMan 131 Best Practices for Using PointOS This chapter describes a typical day at a bar club or restaurant and the best practices for using PointOS If you are a cashier use the following process Use the Time Clock screen to clock in 2 When you receive your cash drawer count the amount of each denomination in the drawer Use the Cash In screen to cash in 3 Record your orders and sales throughout the day using the Order Entry screen and associated other screens 4 At the end of the shift use the Cash Out screen to cash out This process includes declaring your tips If you organize your credit card
56. en the Order Entry screen without naming a tab You will have a chance to name the tab later or you can simply process the order and payment without naming the tab Note that you will not be able to go to another screen of PointOS until the order has been completed or named The Tab Select by Room Screen The Tab Select by Room screen displays the open orders by table PointOS Professional Tab Select 2 Open Tabs ape Tabs patio Return To Table 1 Table 2 Table 3 17 32 33 51 Table 6 Table 7 Main Menu Table 0 No Sale Table 11 Table 12 Table 13 Table 14 Show My Tables Table 10 Begin New Tab Move A Table Scan Bar Code Or Select Order Move A Table Server Points Administrator Drawer 1 MUSIC Station 1 Stationa Wed 6 9 2010 11 57 30 AM Figure 20 Tab Select by Room Screen PointOS User M anual Entering Orders 28 The Tab Select by Room screen displays a view of the room as set up in the Manger screens Open orders show as an amount at the selected table The top right displays the number of open tabs The orders for the current employee access code are highlighted in the employee color set on the Manager Employee Setup screen You can change the view using one of the following options The buttons at the top allow you to see all open tabs or only the tabs for the selected room Select the room name to open the Tab Select by Room screen or select Open Tabs to see all open orders Select Show My Tables to filter t
57. er PointOS Professional Transfer Drawer TRANSFER DRAWER Transfer From Server Transfer From Station PointOS Administrator Y Select A Station K Open Orders To Server 10009 Mary Blue 11 15 Michele Wied 10012 Dining Room Table 1 10018 Joe Brown 20 48 Transfer All Orders Transfer Selected Orders L Server PointOS Administrator Drawer 1 Station 1 Skationa Fri 6 11 2010 7 15 20 AM Figure 65 Transfer Orders Example 8 The system displays a message to make sure that you want to transfer to the selected server Select Yes to continue Or select No to close the Transfer Order message without transferring the order s 9 The system displays a message to indicate that the transfer was successful Select OK to close the message The system returns to the Transfer screen Select Return to Main Menu to close it PointOS User M anual Recalling Voiding or Transferring Orders 68 Working With Advanced Order Options The Advanced Options for an order allow you to do the following actions Move the order to a table Split an order Combine an order Make payments other than cash or credit card discussed in the Working With Payments chapter Select a customer for the tab or view the customer profile discussed in the Working With Customers chapter Allow the customer to request additional cash back Set the number of guests Remove Payments Open the Advanced Options To view the A
58. h drawer The message indicates 1f the drawer is exactly right or the amount the drawer is over or under the expected amount Select OK to continue If the drawer is over or under the system displays the Drawer Over or Drawer Under Reason screen Enter a reason for the overage or shortage for reporting purposes and select Done The system displays a message asking whether you want to print the cash out receipt The receipt will automatically print in 1 minute To print immediately select Print To close the message without printing select Done PointOS User M anual Working With Cash Drawers 24 Open Cash Drawer Open Cash Drawer You can open the cash drawer at any time If the printer and cash drawer are connected the No Sale screen records the drawer opening To open the cash drawer select No Sale from the Main Menu or Pop Open Cash Drawer from the Cash In or Cash Out screen PointOS Professional Mo Sale PointOS Administrator LC Figure 18 No Sale Cash Drawer Pop Select OK to close the No Sale message PointOS User M anual Working With Cash Drawers 25 Entering Orders Once you cash in the system opens the Tab Select screen to allow you to enter orders Since this is the main function of PointOS it includes navigation to related areas such as entering customer information The basic process for orders is 1 Choose Fast Cash to access the order screen without connecting the order to a customer tab
59. he list to only your tables Select a table with a total to open the Order Entry screen for that order Select a table without an order to open the Order Entry screen for a new order Note that you don t need to name a tab when the order is connected to a table Select Begin New Tab to open the Name Tab screen Select No Sale to open the cash drawer Select Fast Cash to open the Order Entry screen without naming a tab You will have a chance to name the tab later or you can simply process the order and payment without naming the tab Note that you will not be able to go to another screen of PointOS until the order has been completed or named Select Move Table to open the Move Table screen Select the table with an open order that you want to move Then select an open table to indicate where the order is going PointOS User M anual Entering Orders 29 Fast Cash Fast Cash Fast Cash allows you to enter orders without assigning the order to a tab When you select Fast Cash from the Tab Select screen the system displays the Select Order Type screen The order type can help you identify a Fast Cash Order later if you need to recall the order PointOS Professional Select Order Type Select Order Type No Customer Assigned 44 Assign To Customer N Cancel Fast Cash Figure 21 Select Order Type Screen Select one of the following options to indicate the type of order Assign to Customer opens the Choose Customer screen D
60. he system displays a Print Receipt message to make sure you want to print the order Select Yes to continue or No to close the message without printing the order PointOS User M anual Working With Customers 90 View Order History To open the Show All Items Ordered screen select the Show All Items Ordered button PointOS Professional Show All Items Ordered Total Amount 3 25 Joe Brown 1 Items Items Ordered Price 1 Cheese Burger Cancel Print Ordered Items Total Includes Open And Closed Orders Zs Ez Figure 91 Show All Items Ordered On the Show All Items Ordered screen select Print Ordered Items to print all the ordered items The system displays a Print All Items message to make sure you want to print all the ordered items Select Yes to continue or No to close the message without printing the items Or select Cancel to close the Show All Items Ordered screen Select Done when you have finished using the Customer History screen PointOS User M anual Working With Customers 91 Working With Deliveries This chapter explains the Deliveries feature The basic process for deliveries 1s 1 Indicate the customer for the order You can select an existing customer or manually add a new customer 2 The Delivery center allows you to update the customer record or view the customer profile You can map the address or get driving directions from the address listed in PointOS for your bar or restaurant 3 Once
61. he system displays the seat number in the Custom Modifier Description area You can then enter additional custom modifier information as needed Lock Station The Lock Station option causes the system to immediately display the screen saver for the station Select Lock Station at the bottom of the Main screen or the Order Entry screen to close the screen you are on and go to the station screen saver PointOS User M anual Using Multi Server Mode 123 Using PointOS DoorMan If you are using PointOS DoorMan the Door Manager screen provides limited access to some PointOS functions to be used at the door of your business Main Menu One station can be setup as the Door Manager It will display the Door Manager version of the Main Menu DOOR MANAGER Door Incident Manager Report Manager Exit Program Server Points Administrator Drawer 1 Station 1 Manager Wed 7121 2010 9 41 51 AM Figure 116 Door Manager Main Menu PointOS User M anual Using PointOSDoorMan 124 Name Tab The Time Clock Cash In Cash Out Incident Report Sales Report No Sale Manager and Exit functions are the same as those accessed from the regular Main Menu The Door Manager option opens a slightly modified Name Tab screen Name Tab The Door Manager Name Tab screen allows you to easily find or add customers and either add them to a tab or have them pay now such as for a cover charge To add customers to a tab on th
62. her Payment The system displays a message PointOS Professional Credit Card Success Terminal Charge Was Recorded Enter Q Num On CC Slip As 1 Amount Charged 21 21 Figure 54 Credit Card Success M essage 6 Select OK to close the message The system returns to the Select Tab screen showing all the open orders Make Other Payment The system can accept other types of payments including gift cards and personal checks depending on your system settings To make another type of payment complete the following steps 1 Select the Advanced button at the top of the Order Entry screen The system displays the Advanced options below the Amount Due area Move Table SPLIT ORDER 8 COMBINE OTHER PAYMENTS CUSTOMER INFO Cash Back SET GUESTS REMOVE PAYMENTS gt CLEAR MAIN MEHU Figure 55 Order Entry Screen Advanced Options 2 Select Other Payments PointOS User M anual Working with Payments 57 M ake Other Payment The system displays the Select Payment Type screen PointOS Professional Select Payment Type Gift Card Personal Check External Terminal Transaction O cmn Figure 56 Select Payment Type 3 Select the Payment Type The Gift Card option opens the Gift Card Transaction screen The Personal Check option opens the Check Payment screen The External Terminal Transaction opens the External Terminal Credit Card Sale screen Or select Cancel to close the Select Payment Type sc
63. hony No 9 Scherzo Move Uu t p Down Named Wont iy krd Move 4 Da k MEENET pone Server Poink S Administrator SIC Station 1 Stationa Figure 99 M usic Player Additional Song Options PointOS User M anual Working With Music 104 Add Songs The following controls are available for the selected song Play Now Select this option to immediately begin playing the song Remove Select this option to remove the song from the current playlist Named Wrong Select this option to open the Rename Song screen Won t Play Select this option to report problems with the song and remove it from the playlist Move Up Select this option to move the song up in the playlist Move Down Select this option to move the song down in the playlist Play Next Select this option to play the song next in the playlist Play Last Select this option to play the song last in the playlist Assign to Customer Select this option to open the Choose Customer screen to assign the song to a customer Done Select this option to close the additional controls for the song Add Songs You can add songs by artist title or number in the currently selected playlist You can also add songs by customer To add a song to the currently selected playlist by artist or title complete the following steps 1 Select the By Artist button or the By Title button PointOS User M anual Working With Music 105 Add So
64. ing Report from the Cash Out screen PointOS User M anual Working with Reports 115 The system displays the Closing Report screen PointOS Professional Closing Report Location H Category ka Down Choose Category Update Inventory a Server Pointas Administrator Drawer 1 Station 1 Stationa Mon 62010 12 47 34 PM Figure 109 Closing Report To file a closing report complete the following steps 1 To report damage select the area of the damage from the Location drop down list Enter a description of the damage in the Damage Description field 2 To indicate menu items that need to be reordered first select the item category from the Category drop down list Second select the item from the Choose Item drop down list This list is not available until you select a category Third select the Update Inventory button Repeat for each item that needs to be reordered 3 To inform the manager of any other information enter a description in the Other Information field 4 Select Save Report Or select Cancel to close the Closing Report screen without saving it PointOS User M anual Working with Reports 116 Report Incident Report Incident The Incident Report screen allows you to document in the system any unusual incidents for the Manager to review and store for future reference if necessary You can report an incident at any time or when you are cashing in for the day To open the Incident Report screen sel
65. ing With the Message Center PointOS includes a Message Center to send message to other employees If you use local mail the next time that employee enters his or her access code the system displays the message If you have email set up the messages can be sent via email Send a Message The Message Center screen allows you to send an employee a message To open the Message Center screen select Mail Center from the Main Menu The system displays the Message Center screen PointOS Professional Message Center Show All Local Mail v PointOS Administrator o a S View Your Old Mail gt Delete Your Old Mail Figure 104 Message Center PointOS User M anual Working With the Message Center 110 Read Message To send a message complete the following steps Select a position from the Sort By Position drop down list to limit the list of Employees 2 Select whether to send the message through PointOS Local Mail or via Email 3 Select the employee to receive the message by checking the box next to the name You can check more than one name Or select the Check All button Use the Up and Down buttons to scroll through a long list of names 4 Enter your Message 5 Select Send to send the message Or select Cancel to close the Message Center screen without sending a message 6 The system displays a message indicating that your message has been sent Select OK to close the message PointOS Professional Send Messag
66. is User Guide for more information Remove the payments from the order Refer to the Payments section in this User Guide for more information Once the payments have been removed you can void the order Refer to the Order section in this User Guide for more information How do I Reprint a Credit Card Receipt Complete the following process to reprint a credit card receipt L Recall the order using the Recall Order screen Refer to the Order section in this User Guide for more information Select Print Credit Card Slip from the Recall Tab screen The Print Credit Card Slip button only appears if the order includes a credit card payment The system displays a message asking if you want to reprint the credit card receipt Select Yes to continue PointOS User M anual Frequently Asked Questions 133 Troubleshooting The following table outlines some common problems with PointOS and some possible solutions The cash drawer won t pop First check your cables and then make sure your printer is turned on has paper and a ribbon or ink If the cash drawer still doesn t pop the printer may not be setup with the correct model Refer to the Station Settings section in the Manager Manual for more information on setting up the printer PointOS User M anual Troubleshooting 134 List of Figures Peoc ER n ING TT 7 Fi re 2 Enter Access Code SCCO reai ie Ea E NRE E EAN pe ENER E TEAN EESE 8
67. it the order each tab is handled separately on the Order Entry screen To split the selected order complete the following steps 1 Select the Split Order button from the Advanced Options on the Order Entry screen The system displays the Split Order message PointOS Professional Split Order f 1001 Number Of Split Tabs 2spitTabs T Spit order Figure 68 Split Order 2 Use the Up and Down arrows to select the number of tabs 3 When you have indicated the correct number of tabs select the Split Order button Or select Cancel to close the Split Order screen without splitting the order PointOS User M anual Working With Advanced Order Options 71 Split Order The system displays the Split Order screen listing the Menu Items from the selected order PointOS Professional Split Order Split Order MeatLoar gt Te Tab 1 v 210017 nto 1 Fried gt To Tab 1 Ww 2 Tabs Chicken Mosier WR ai Cancel Figure 69 Split Order Example 4 For each menu item listed use the Up and Down arrows or the drop down list to select the tab When you have finished choosing a tab for each menu item select Done Or select Cancel to close the Split Order screen without splitting the order 6 The system displays a message to make sure that you want to split the order Select Yes to continue Or select No to close the message without splitting the order 7 The system displays a message to ask if you want to print
68. k You can also make a schedule request or print the schedules Using the System Prompt for Clocking In or Out If you have not clocked in or out before attempting to perform some activities the system will display a prompt to determine if you want to clock in before continuing PointOS Professional Clock In Gus Rocks Is Not Currently Clocked In 6 28 10 1 19 PM Do You Want To Clock In Now Figure 3 Clock In Prompt Select Yes to clock in or out at the current time The system displays a message indicating that you have been clocked in or out Select OK to continue Select No to continue without clocking in or out PointOS User M anual Using the Time Clock 9 Open the Time Clock Screen Open the Time Clock Screen To open the Time Clock screen complete the following steps 1 Select Time Clock from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code The system displays the Time Clock screen PointOS Professional Time Clock Points Administrator Ma Clack InfQut Records Start Date NO E PHOTO Clock Employee SCANNED In A History Z wer Make Sunday Monday Tuesday Wednesday Thursday Friday Saturday ae ae hitchele Wied hitchele Wied hitchele ued Michele Wied Michele Wied In 12 00 00 Phi In 12 00 00 Phi In 12 00 00 Phi In 12 00 00 Phi In 12 00 00 Phi 7 Out 600 00 Pha Out 6 00 00 Pai Out 6 00 00 Phd Out 6 00 00 Phi Out 6 00
69. l Entering Orders 38 Reorder Items Item Detail The Item Detail screen allows you to view the detail for an item To open the tem Detail screen for an item select the item not the icon next to it from the Printer Holds screen PointOS Professional Item Detail Item Description Quantity Name Down j Figure 30 Item Detail You can view the quantity name of the item and any modifiers on the tem Detail screen Use the Up and Down arrows to scroll through a long list of modifiers Reorder Items The Reorder Items feature allows you to quickly enter another item exactly like another item on the order including any modifiers There are two ways to reorder an item from the Order Entry screen The first method allows you to reorder multiple quantities for items from the order using the same modifiers It also allows you to reorder a voided item Complete the following steps 1 From the Order Entry screen select Reorder from the top left corner PointOS Professional Order Entry Figure 31 Order Entry Screen Showing Reorder Button PointOS User M anual Entering Orders 39 Reorder Items The system displays the Reorder Items screen PointOS Professional Reorder Items Figure 32 Reorder Items 2 Select the Item from the Reorder Items list Use the Up and Down arrows to scroll through a long list of items Select Show Voided Items to show any items from the order that have been voided 3 To add mo
70. n customers The Set Special Pricing feature allows you to assign one of those special pricing levels to a selected customer To set special pricing for a customer complete the following steps 1 Openthe Profile screen for the selected customer 2 Select the Set Special Pricing button The system displays the Set Customer Price Level screen The options available depend on what your manager has set up for this feature PointOS Professional Set Customer Price Level etme estam Figure 87 Set Customer Price Level Select the button for the selected price level for this customer 4 The system displays the Enter Access Code screen Enter your Access Code 5 The system displays the Change Customer Level Reason screen Enter the reason for providing a discount to the customer and select Done 6 Select Done on the Set Customer Price Level screen PointOS User M anual Working With Customers 87 The system returns to the Customer Profile screen Maintain Customer Song List Maintain Customer Song List You can assign songs from your music library to a customer to set up a customer personal songlist You can also use this feature to request one of these songs to be played To open the Customer Songlist screen complete the following steps 1 Open the Profile screen for the selected customer 2 Select the Favorite Music button The system displays the Customer Songlist screen PointOS Professional Customer So
71. ng Modifiers and Amount Due sss sese sese sees 36 Fi ure 26 Custom B e T ata oss canst waa cds alco erected a cerca viaccess EEEE E 37 Figure 29 Printer Holds Sere Chases vcccaisasccdateauasatcnasasaeveauacdettasagdaveaiasasieasasaadeauecesttasaadadealeciiieaseceeevauaddestoneds 38 Ret Wie oo Monn Dee EA A E E E AEN O E EANO INAN O EEN 39 Figure 31 Order Entry Screen Showing Reorder Button sss sese 39 Pearce SZ R Or a e ea E E T E E E E E E E E 40 Figure 33 Order Entry Screen Showing Amount Due and Show Item Options sss sese esse sees eee 4 Figure 34 Order Entry Screen Showing Void Button sss 42 S goo eae fo 0 e TT 42 a 20 Void Item Reason 5 C16 H 43 ST oT Void emi occ Capea enero te re er EEE WET ET One Peer Cert t eT er reer Teer te rreer trrer erent irr er tenet ver tere rer terre etree 43 Figure 38 Order Entry Screen Showing Amount Due and Show Item Options sss sese sees eee eee eee 44 PointOS User M anual List of Figures 135 Figure 39 Order Entry Screen Showing Discount Button sss sese sese 45 Figure RT SCEI eapi ese E E EE E EEE E EE EE RET 46 Figure 41 Discount Order Reason SCrecn sese 46 Figure 42 Item Order Discounts Screen sssssss sss sss ss ssssss sogno gn sassa annon 47 Figure 43 Order Entry Screen Showing Amount Due and Show Item Options cc eee eee 48 Peu D RET T N E E E E E E EE E E EN O EENS N 49 Figure 43 Set Customer Price Level SCre T 49 Figure 46 Order Entry Screen Showing Discount Button
72. nglist select Song i Feguest Song i select Song i Feguest Song i select Song Request Song select Song Request Sang i select Song l ee ee easy ee ee Request Sang i Song Preferences For Joe Brown Request All Songs Figure 88 Customer Songlist This screen allows you to add songs to the customer songlist remove songs from the personal songlist request a single song and request all songs on the list When you have finished select Done to close the screen PointOS User M anual Working With Customers 88 M aintain Customer Song List Add Songs to Customer Songlist To add a song to the customer songlist complete the following steps 1 Openthe Songlist screen for the selected customer 2 Select the Select Song button The system opens the Search by screen PointOS Search By Title anl Figure 89 Song Records Enter one or more letters of the song or artist name in the top field As you type the system displays any matching songs Select By Title or By Artist to switch the search depending on what you entered Use the Up and Down arrows to scroll through a long list of songs or artists 5 Select the song The song is added to the customer s personal songlist Remove Songs from Customer Songlist To remove a song to the customer songlist complete the following steps 1 Openthe Songlist screen for the selected customer 2 Sele
73. ngs The system displays the Search by Artist or Search by Title screen PointOS Search By Artist mt ce to TTT 9999999992 S999990 09 Figure 100 Search by Artist Screen 2 Enter one or more letters of the artist or title name in the top field 3 As you type the system displays any matching songs Select By Artist or By Title to switch the search depending on what you entered 4 Use the Up and Down arrows to scroll through a long list of songs Select the song to add it to the playlist Or select Cancel to close the search screen without adding a song PointOS User M anual Working With Music 106 Add Songs To add a song by number complete the following steps 1 Select the By Artist button or the By Title button The system displays the Song by Number screen PointOS Song By Number HBD Ee ES Tee SHS Figure 101 Song By Number Screen 2 Enter the number of the song in the selected playlist and select Enter 3 The system displays a message asking if you want to add the song to the playlist Select Yes to add it to the playlist Or select No to close the message without adding it to the playlist PointOS User M anual Working With Music 107 To add a song by customer complete the following steps 1 Select the By Customer button The system displays the Choose Customer screen PointOS Professional Choose Customer eS Swipe X cance Swipe ID X Cancel dia lalai adad elai
74. nsadunivaniiensascicdinansivessnaiianiianindesnns 120 Na TS e E uaa siesevensvay ian ctnenecheoiomsteeacasatness 120 T a T 121 K a RT TTT 122 LT MO ea E a E a 123 RS T e E E E E E A E A 123 Using POMOS DOOM THH 124 Ma T e E E E A E 124 Kone TID e E E E E 125 Add New e a T 126 Membership Informa ON gst tessstasecavetrsicaechsoniancincevassectoiavaussavaschaoniouciubaasseniwiavelesavanshaudensiugnasduuneialeiens 129 PNO E A E E AE E E A ntacueesecaaten eee 131 Best Practices for Using Pon s csstseasssssyssce sst ninanamnam 132 Frequently Asked QuestionS sssssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannnn 133 BOW DOILY da R e EE E 133 How do I Reprint a Credit Card Recept sse srssZ aerogar ei aaa E EE aE ETa 133 TROUDIESNOOUING D 134 PointOS User M anual Table of Contents 6 Getting Started This chapter explains how to open and close PointOS It gives an introduction to the Main Menu and explains how to enter your access code Open PointOS If PointOS does not start automatically select it from the Windows Start menu to open it Use the Main Menu The Main Menu provides access to all of the other functions in PointOS PointOS Professional Main Menu Delivery Recall Void ee Transfers Incident Mail Manager Report Center ge Station 1 Skationa Mon 67 2010 5 47 01 AM Figure 1 Main Menu PointOS User M anual Getting Started 7 Enter Your Access Code
75. nter Cash Amount screen Enter the amount of cash the customer paid You can use the number keypad and or use the denomination buttons on the right PointOS Enter Cash Amount Figure 49 Enter Cash Amount Screen 2 When you have entered the correct amount select Enter PointOS User M anual Working with Payments 52 M ake Cash Payments After you have entered the cash payment the system displays the Change Due The receipt will automatically print in 1 minute Select Print to print it immediately or select Done to close the Change Due information without printing the receipt PointOS Professional Order Entry REORDER DISCOUNT ADVANCED HO SALE w DONE Amount Due 0 00 i i Joe Brown Server Points Monday June OF 2010 10 19 AM 1 Cheese Burger Appetizers Change Due Sandwiches 1 yO l PARTIAL PAYMENT 3 41 Pj o A A This will automatically print in 45 seconds CASH DOWN H Good Customer OVER 21 20 00 CREDIT Mon 6 7 2010 10 45 45 AM Server Points Administrator Drawer 1 MUSIC Station 1 Stationa Figure 50 Order Entry Change Due The system returns to the Select Tab screen showing all the open orders PointOS User M anual Working with Payments 53 M ake Credit Card Payment Make Credit Card Payment The screen you use for credit card transactions depends on the way credit cards are set up on your system To make a credit card payment select Credit under the Amount Due area of the Or
76. o tax exempt a single item from an order complete the following steps 1 From the Amount Due area on the Order Entry screen select the item in the order that you want to discount 2 Select the Show Item Options button below the Amount Due area Amount Due 4 46 Amount Due 4 46 1 Cheese Bu rger p4 25 1 Cheese By rger E elZ EJ Print Order EZ EJ Print Order e T REORDER ONE ITEM m l VOID ITEM DISCOUNT ITEM Show Item Options p IT TETE on ee Figure 48 Order Entry Screen Showing Amount Due and Show Item Options 3 Select the Tax Exempt Item button 4 The system displays the Enter Manager Code screen Enter the Manager Access Code PointOS User M anual Working with Discounts 51 Working with Payments The system accepts cash credit and other payments for orders This chapter explains how to enter payment information Make Cash Payments When the customer pays for the order in cash you can quickly enter the amount paid and the system displays the change due You enter payments on the Order Entry screen The Order Entry screen displays some cash options below the Amount Due area based on the amount due for the order If one of the options matches the amount the customer paid select it If none of the cash options below the Amount Due list matches the amount the customer paid complete the following steps 1 Select the Cash button 2 The system displays the E
77. oe Brown Testa CLOSED Order 10018 20 48 Order 10015 4 46 HT Mary Blue Order 10009 11 15 violet P Order 10008 2 95 Table 1 Dining Room Table 5 CLOSELD Order 10013 33 51 Fast Cash CLOSED Show My Orders Fast Cash CLOSED ss Drawer 1 MUSIC Station 1 Stationa Thu 6 10 2010 11 35 47 AM Figure 59 Recall Order The Recall Order screen displays the open and closed orders by name The orders for the current employee access code are highlighted in the list in the employee color set on the Manager Employee Setup screen Use the Up and Down arrows to scroll through a long list of orders You can change the view using one of the following options The button at the top right toggles between three sorting options Sort Old to New Sort New to Old or Sort by Tab Name Select the button to change the sort order for the displayed tabs Select Show My Orders to filter the list to only your orders PointOS User M anual Recalling Voiding or Transferring Orders 62 Select an order to open the Recall Tab screen for that order PointOS Professional Recall Tab Amount Paid 11 75 GQ Fast Cash Server Order Number 10001 Administrator Cancel 1 Cheese Burger 5 25 Extra Cheese 0 25 1 Guiness Draught 5 00 Add 1 French Fries 150 G ratuity Print Credit Card Slip Print Order PAYMEHT CREDIT 11 75 B200 11 37 AM it Figure 60 Recall Tab If th
78. omer Figure 77 Scan New Customer Screen 6 The scanner detects the information If the customer s ID will not scan select Manually Enter Customer to open the Add New Customer screen Add Customer Manually The Add New Customer screen allows you to enter the customer information manually To open the Add New Customer screen complete the following steps 1 If PointOS is showing the Main Menu select Order Entry 2 Select Begin New Tab from the Tab Select screen 3 Select New Customer PointOS User M anual Working With Customers 79 Add New Customer The system displays the Add New Customer screen PointOS Professional Add New Customer L l fo anne Ta 0 mee lela dallas laila lL Je Lee Raisin ash SE ett edb Set Special Pricing Q Add Customer Figure 78 Add New Customer To complete the Add New Customer screen complete the following steps Enter the customer s First Name Enter the customer s Last Name ba Select the Month field Use the Up and Down arrows to move to the month of the customer s birth date Select the Day field Use the Up and Down arrows to move to the date of the customer s birth date Select the Year field Use the Up and Down arrows to move to the year of the customer s birth date Enter the customer s Phone Number oe A To enter the customer s mailing address select the Add Address button Then enter the Street Address Apartment if appli
79. on screen select Membership from the Customer Information screen The system displays the Membership Information screen PointOS DoorMan Membership Information Club Card Membership Started Membership Type Member Name Guest Wermbershig Harry Potter Cancel Membership Expiration a Select No Guests Allowed Please Setup A New Membership Figure 120 Membership Information Screen To add a membership for a customer complete the following steps 1 Highlight the appropriate membership from the Membership Type list Use the Up and Down arrows to scroll through a long list of memberships 2 Choose the Select button 3 The system displays the Enter Access Code screen Enter your Access Code The Membership Information screen displays the Membership Started date and the Membership Expiration date 4 Select the Set Guests Allowed button if applicable 5 The system displays the Enter Manager Code screen Enter your Access Code PointOS User M anual Using PointOS DoorMan 129 The system displays the Enter Number of Guests screen Enter Number Of Guests Figure 121 Enter Number of Guests 6 Enter the number of guests the customer may include on the membership and select Enter The Membership Information screen displays the new guest information 7 For a customer who already has a membership you can select Add to Tab Reprint Card Only to reprint the membership card Select Save and Add to Tab The syst
80. on to indicate the number of bills and coins present in the cash drawer The numbers in the Cash Total and Grand Total are updated automatically to reflect your entries 3 If enabled by the Manager complete the following optional information Select the temperature for the day or shift from the Temperature drop down list Select the weather for the day or shift from the Weather drop down list and select the arrow to enter the selected weather conditions PointOS User M anual Working With Cash Drawers 17 If there are any special events that might affect business for the shift select the Today s Events area The bottom of the Cash In screen changes to a keyboard to help you record the information Use the up and down arrows to scroll through a long Today s Events area Select the Clear Today s Events button if you make a mistake and want to start over Select the Hide Keyboard button to remove the keyboard PointOS Professional Cash In 100 00 Today s Temperature 50 00 90 to 99 YF v 20 00 Today s Weather 10 00 5 00 2 00 Today s Events 1 00 0 25 0 10 0 05 gt Clear Today s Events Server Points Administrator Figure 12 Cash In Events If necessary record any other items in the Other Information area To open the drawer to insert the cash select Pop Open Cash Drawer Select Cash In The system displays a message indicating that the employee has cashed in the selected cash drawer
81. or table Or use the Tab Select screen to indicate the customer tab or table for the order If you are using credit card pre authorizations the tab name is automated based on the name on the credit card used for pre authorization 2 Enter the items for the customer s order For each item you can enter modifiers as needed Depending on your settings these items may generate a printed receipt in the kitchen or bar 3 Make a payment for the customer s order You can also reorder void or discount items in an order as needed There are also several additional order activities which are discussed in later chapters Select Tab Each tab must have a name associated with it The name can be a tab name the customer name or the table where the customer is sitting The Tab Select by Open Orders Screen The Tab Select screen allows you to manage the current Open Orders The Tab Select screen opens automatically after you have cashed in To open the Tab Select screen if it is not already open complete the following steps 1 Select Order Entry from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code PointOS User M anual Entering Orders 26 Select Tab The system displays the Tab Select by Open Orders screen PointOS Professional Tab Select l Open Tabs Dining Room Patio Test Return To Order 10014 5 75 Main Menu Mary Blue Order 10009 4 46 Violet P Order 10008 3 10
82. or the order This applies to open or recalled orders To remove payments from an order complete the following steps 1 Select the Remove Payments button from the Advanced Options on the Order Entry screen 2 The system displays the Enter Access Code screen Enter your Access Code PointOS User M anual Working With Advanced Order Options 76 Remove Payments The system displays the Remove Payments screen PointOS Professional Remove Payments Cash Remove Payment w Done Figure 75 Remove Payments Screen 3 Use the Up and Down arrows to scroll through a long list of multiple payments if necessary Highlight the payment you want to remove and select Remove Payment 5 The system displays a message to verify that you want to remove the payment Select Yes to continue 6 The system displays a message based on the type of payment you removed Follow the instructions about returning any cash tendered or voiding a credit card sale and select OK to close the message 7 Repeat steps 1 6 1f there are multiple payments and you want to remove more than one payment Select Done to close the screen without removing payments PointOS User M anual Working With Advanced Order Options 77 Working With Customers This chapter explains the PointOS tools for working with customers Once you have added a customer to the PointOS system you can view the customer profile set special pricing ban the customer and view the
83. or the selected customer 2 Select the Ban Customer button The system displays a message to make sure that you want to ban the customer Select Yes to continue Or select No to close the message without banning the customer 4 The system displays the Enter Access Code screen Enter your Access Code The system displays the Ban Customer Reason screen Enter the reason for banning the customer and select Done The system returns to the Customer Profile screen When you have banned a customer the Customer Profile screen shows a red Banned banner showing that the customer is banned PointOS Joe Brown Profile Name e207 Tye NO O E ne 6710 PHOTO SCANNED Add Email OVER 21 BANNED Figure 86 Banned Customer PointOS User M anual Working With Customers 86 Un Ban Customer Un Ban Customer The Un Ban Customer feature removes the Banned banner from the customer profile To un ban a customer complete the following steps 1 Openthe Profile screen for the selected customer 2 Select the Un Ban Customer button 3 The system displays a message to make sure that you want to un ban the customer Select Yes to continue Or select No to close the message without un banning the customer 4 The system displays the Enter Access Code screen Enter your Access Code The system returns to the Customer Profile screen Set Special Pricing The manager can set up different pricing levels to provide discounts to certai
84. ose the message Point0S Professional Adjust Gratuity Gratuity Gratuity Add Was Successful Order 10003 Please Wait Figure 16 Adjust Gratuity M essage Working With Cash Drawers 22 Cash Out 3 To print the transaction list in the Adjust Gratuity screen such as for Manager review select Print 4 When you have finished with all of the transactions select Done 5 The system displays the Total Credit Card Gratuity screen to indicate the total gratuity for the employee This amount should be removed from the cash drawer Select OK to close the message Cash Out The Cash Out screen allows you to record the amount of cash by denomination present in the drawer when you close it The amount can be adjusted for gratuities It also shows the amounts for transactions paid in credit card gift card or check Finally the Cash Out screen also links to the Incident Report and the Closing Report screens When you select Cash Out from the Main Menu and complete the Adjust Gratuity screen if applicable the system displays the Cash Out screen The system automatically selects the current cash drawer and displays it in the Cash Drawers area PointOS Professional Cash Out E1 Tet aVYMents EJ Awel 100 00 s00 auat 20 00 soo 10 00 soo 500 C oo s200 C oo 1 00 so ss O oo 0 10 soo 0 05 soo foot on Other Cash Total 0 00 Server Cash Out For File An Incident Report
85. otal Order Discounts TOTAL TAXES Total Taxes SALES BY CATEGORY Mon 6 7 2010 12 15 45 PM Figure 112 Sales Report The report is displayed on the left side of the screen Use the Up and Down arrows to scroll through a long report Select the Print Report button to print the report Select the Done button to close the Sales Report screen PointOS User M anual Working with Reports 119 Using Multi Server Mode If your PointOS system is set up with stations in Multi Server mode some of the options are different A multi server mode station is not attached to a cash drawer Main Menu The multi server mode Main Menu is illustrated below PointOS Professional Main Menu Recall Order Void Order Time Clock Manager server Server Incident Message In Out Report Center Multi Server Mode Lock Station Station 1 Manager Mon 6 28 2010 10 45 27 AM The Order Entry Recall Order Void Order Time Clock Incident Report Message Sales Report options and Close functions are mainly the same as those accessed from the regular Main Menu PointOS User M anual Using Multi Server Mode 120 Server In The Order Entry Recall Order and Void Order screens are limited to only those tabs entered using the same access code If the manager access code is used to access these functions the system displays the Select Cashier screen PointOS Professional Select Cashier fie lar I us Rocks Pontos Administrator
86. print a receipt for the order select Print Order The system displays a Print Receipt message to make sure you want to print the order Select Yes to continue or No to close the message without printing the order 5 Select Void Order to void the selected order The system displays a message to make sure you want to void the order Select Yes to continue or No to close the message without voiding the order 6 The system displays the Discount Order Reason screen Enter a reason for why you are voiding the order for the Manager report and select Done 7 The system displays the tem Inventory Screen to determine whether the item was removed from inventory Select Yes or No 8 The system displays a message indicating that the void was successful Select OK PointOS User M anual Recalling Voiding or Transferring Orders 65 Transfer Order Transfer Order The Transfer screen allows you to transfer an order or all a server s orders to another server at any time To transfer an order complete the following steps 1 Select Transfers from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code The system displays the Transfer screen to determine whether you want to transfer orders or an open cash drawer to another station PICK TRANSFER TYPE Transfer Open Cash Drawers Transfer Open Server Orders Return To Main Menu Server Points Administrator Drawer 1 MUSIC
87. re than one of the item to the order select the Item Quantity Select Reorder Item If there are multiple quantities selected the button will show how many to reorder 5 Select Done The second method of reordering allows you to quickly reorder one item and select different modifiers Complete the following steps 1 From the Amount Due area on the Order Entry screen select the item in the order that you want to reorder 2 Select the Show Item Options button below the Amount Due area PointOS User M anual Entering Orders 40 Reorder Items Amount Due 4 46 Amount Due 4 46 1 Cheese Burger 4 26 1 Cheese Burger 4 25 joe EJE lm 8 TR EE mma T REORDER ONE ITEM as een VOID ITEM DISCOUNT ITEM p eee j se sso f cas f sas sso f casu Ee Ll s las Figure 33 Order Entry Screen Showing Amount Due and Show Item Options 3 Select the Reorder One Item button 4 Select the Item Modifiers for the item if desired PointOS User M anual Entering Orders 41 Void Items Void Items The Void Items feature allows you to quickly remove an item from the order The void items feature distinguishes between items that are removed from inventory and items that were not removed from inventory This helps with inventory control NOTE A Manager access code is required to void an item from an order There are two methods for voiding an item from an order For the first method complete the following Steps
88. reen to return to the Order Entry screen Gift Card Transaction Screen The Gift Card Transaction screen allows you to redeem a gift card for payment If you are using Merchant Warehouse it will make a connection with them If you are not using Merchant Warehouse the gift card information is stored locally PointOS Professional Gift Card Transaction Enter radin Td Cancel Payment Amount Gratuity Amount Check Change Amount Change Amount Card Balance Total Redeem Amount Gift Card Swipe Gift Card Or Enter Number To Redeem Figure 57 Gift Card Transaction Screen Swipe the gift card or enter the card number Select Balance Check to determine the card balance The Card Balance area should display the current balance on the card PointOS User M anual Working with Payments 58 M ake Other Payment To make a partial payment with the gift card select Change Amount under Payment Amount and enter the partial amount to pay with the gift card To include the gratuity on the gift card select Change Amount under Gratuity and enter the gratuity to include in the gift card payment To process the payment select Process Gift Card Or select Cancel to close the Gift Card Transaction screen without processing a payment Check Payment Screen The Check Payment screen allows you to enter a personal check as payment NOTE Checks are recorded but the system does not verify the funds ba Tete Payment Total Due Order Number
89. rofessional Set Customer Price Level Customer Good Customer _ m w Done Figure 45 Set Customer Price Level Screen 4 Select the Customer Price Level from the options 5 The system displays the Discount Order Reason screen Enter a reason for why you are providing special pricing for this customer for the Manager report and select Done 6 Select Done on the Set Customer Price Level screen PointOS User M anual Working with Discounts 49 Tax Exempt an Order 7 Select Done on the Discounts screen Tax Exempt an Order To set an entire order as tax exempt complete the following steps 1 From the Order Entry screen select Discount from the top left corner PointOS Professional Order Entry Figure 46 Order Entry Screen Showing Discount Button 2 The system displays the Enter Manager Code screen Enter the Manager Access Code The system displays the Discounts screen PointOS Professional Discounts 100 Camp 1009 Spill 90 Employee 29 Good Customer Cash Discount Set Special Pricing Tax Exempt All Items Figure 47 Discounts Screen Select Tax Exempt All Items The system displays the Enter Manager Code screen Enter the Manager Access Code 5 The system displays a message indicating that all ordered items are tax exempt Select OK to close the message 6 Select Done on the Discounts screen PointOS User M anual Working with Discounts 50 Tax Exempt an Item Tax Exempt an Item T
90. rom Calk ID eyssens SS A S S 94 Add Denyer COSOM ee ce setse EEE E nese meno veces 94 Select Delivery Customer From Existing Customers ccccccccccceceeceeeceeeeeesseeseseeeceeeeeeeseeeeeauaaaaeesseees 96 Update Delivery Customer TRS Ts le i isccscccsciccsdasdeasciaiiiuveccnsdetaccaoivosacsnssbadieveasaddalescnslboraacsssdididiens 99 Map CSCO ile ISS e H H E S 100 Get Driving Directions to Customer s Address ssssceeeccccccececeeecaeeessssssseseeceeccceeeeeeseaaaeegegssssss 101 Working With MUSIC sisisesssincceviiasbnncsannsdenniidaavanitannpatenbiiveaiiiaansssdniviaasiandaisennaniniedtinitanndsanniindanitageils 102 Open The Musie Player Srei sesioa anaE EEE E ENA EEE 102 Control the Current Song or Volume sese eee eee 103 Use Playlists and Control SONOS sacs viescavanchsuetarcsucasaeseaenavautadacchstemasctusavaiss EEE EEEO EEE 104 A MAS asc a A E E E E E EE E E EE E EA 105 RE 109 Working With the Message Center 110 SS AVIS Sooper cates en E EENE AT E E A E A E AE 110 Pea M SE a E 111 IRC Phy MONIC SSAC A E E EE VOEE A E EAN E TE 112 Oe T E N A E E N E E N E N E N A E N E E A 113 Delete OU N e E E E EE E E 114 ST aT WIEN REDOMS crisan a aaa iaaa 115 Complete Closing REPOT T 115 ee Teta i E E E A EEE EE EAEE E E ne AEE O E E E ET E EA 117 PointOS User M anual Table of Contents 5 e e a E E eer ee nen er EE E A EE E E eeee 118 USING M ulti Server MOG a cinisaridssaccarcintissneseacnsisontusannstanasduvicanidesta
91. room to report the day s weather events and other information which will be correlated to sales for reporting purposes Finally the Cash In screen can include a link to the Incident Report screen The Manager may choose whether to include this in the Cash In process or not To open the Cash In screen complete the following steps 1 Select Cash In from the Main Menu 2 The system displays the Enter Access Code screen Enter your Access Code PointOS User M anual Working With Cash Drawers 16 The system displays the Cash In screen PointOS Professional Cash In 100 00 om 000 om 2000 oo roan om 5 00 2 00 1 00 0 25 0 10 0 05 0 01 json son so iso json json soon Other Cash Total Cash Total Auto Gratuity Total Gratuity Total Server Points Administrator Today s Temperature Temperature F Today s Weather Today s Events Other Information Server Cash In For PointOS Administrator Credit Total Gift Card Total 0 00 Personal Check Total p0 0U Cash In Grand Total 0 00 MUSIC Station 1 Skationa Mon 6 7 2010 10 20 47 AM Figure 11 Cash In To cash in complete the following steps 1 Select a button to indicate which cash drawer you are opening 1 e Drawer 1 Drawer 2 Drawer 3 etc Use the up and down arrows under Cash Drawers to navigate through a long list of cash drawers 2 Count the money in the cash drawer Enter the number for each denominati
92. rposes only You may find that La Calle Texans Can construction projects traffic weather or other events may cause 7 Doce Academy conditions to differ from the map results and you should plan your Ti Ah route accordingly You must obey all signs or notices regarding your a l i route Centre St Gh B E aA Google el cata GOOF OE Terms of Use Report a problem F Man data KILA N Pea ale Map Address Show In Browser Print Close Map Server Poink S Administrator Drawer 1 Station 1 Stationa Mon 6 14 2010 11 45 11 4M Figure 96 Map Address Select the Map Address button to remap the address for the selected customer Select the Driving Directions button to show the driving directions stored for your business to the selected customer s address Select the Show In Browser button to open the map in your default web browser window Select the Print button to print the map Select Close Map to close the screen PointOS User M anual Working With Deliveries 100 Get Driving Directions to Customer s Address Get Driving Directions to Customer s Address The Driving Directions features works with Google Maps to provide directions from the address stored for your business to the customer s address The map and directions open in a separate screen from the Delivery Center screen To open the map select the Driving Directions button from the Delivery Center screen for the selecte
93. s 1 Side Salad Wer 2 l i i 1 Loaded Fries wars Sandwiches T Sanawienes EJ Print Order a Ea Salads 1000 lalang Blue Cheese talan oan Show Item Options ss som cn DOWN to pom L OvER21 T ee sos Server PointOs Administrator MUSIC Station 1 Stationa Wed 6 9 2010 2 10 06 PM Figure 27 Order Entry Screen Illustrating M odifiers and Amount Due Select Print Order to print the order receipt on the designated printer There are several other options available on this screen which will be discussed in the sections that follow 6 Select Done to close the Order Entry screen If you opened the Order Entry screen using Fast Cash the system displays a message that will allow you to return to the Name Tab screen The system displays the Printer Holds screen to allow you to hold some items from printing at this time PointOS User M anual Entering Orders 36 Enter Order The Custom Modifier Screen The Customer Modifier screen allows you to enter a text description and a price if applicable to modify a menu item To open the Custom Modifier screen select the appropriate menu item from the Amount Due list on the Order Entry screen Then select the Custom button in the Item Modifiers list The system displays the Custom Modifier screen PointOS Professional Custom Modifier sogoooono0 Het Lh Je Zal l Figure 28 Custom Item Modifier To enter a custom modifier complete the
94. s 9 April k goaaadade 1 s es e e5 s oe e Figure 119 Birthday Tools Use the Up and Down arrows to scroll through the list of months Select the month of the customer s birthday Select the date of the customer s birthday Use the up and down arrows to select the century decade and year of the customer s birthday Select Done to close the birthday tools Select the Save Profile button to save the customer information The system displays a message asking if you want to save the customer Select Yes to continue Or select No to close the message and return to the Customer Information screen Select the Information is Un locked button to lock the customer s information for privacy You can Ban or Set Special pricing for the customer as from the Customer Profile screen Select Membership to open the Membership Information screen Refer to the Membership Information section in this User Guide for more information Select Add to Tab to add the customer to the current tab Then you can add the other customers to the tab The system displays a message indicating that the customer has been added to the order Select Done to close the message Select Pay Now to accept the customer s payment PointOS User M anual Using PointOSDoorMan 128 Membership Information Membership Information The Membership option allows you to add memberships to a selected customer and start a tab To open the Membership Informati
95. sierntorasebdampadeiatereislsund eiuantarasebdeniaseetareioluntasaiatela 69 Move TIDI atic t sosacecacasatecdaresnicasoustirsisnuacwsasneeleu dense vucannnsuesGnstacedaanvedidenosevaeoruuauesiaseaceuasevineedassanusoevaimesiecneseue 70 SPE ONET esa pats sa eerste ces essa gee E 71 OAD MS COG Gora sacsvostscentecaveia E ie 73 FC CG ae ih Fy T 75 POE ING OT CCS a 76 PREMIO WC RTT 76 PointOS User M anual Table of Contents 4 WORKING WICH aT T 1 THH 78 PAGING CUS OMICS sis csccusie yao tinedesstsiacdesvanectenes Gade tinecesslasteceesvaneciastestec essueudaselelec esbaeectectstec seseuccassesiecds 78 CU SOO es Tp T 78 Add Customer TINA y essre cet ste toe E arn es acs E anata enee 79 aT OEE ETO E a E EE E EE 82 Add or Edit Customer Email AddGSS sese 85 Bn COMME e E E E E EE N 86 On B O O E e E E E A E E EE E E 87 S NC MIN a T E E E EN A N E N oem T EE A E 87 Maintain Customer Song List ws c se 1ssdcsasacnsescsaaceiovenwasssrenesduansiayeneesaesebotoawasesveneadasusiagenbouensebusanvisveyeneedanees 88 Add Songs t Customer Songlist ico ccci sce ccecssecentobateacndendcactsixtessucdsawpsbebasadsudeeimartadnteddessxccreteleseddueemestes 89 Remove Songs from Customer SOnglist esse eee 89 Request One Song or All Songs from the Customer Personal Songs sss sss 90 View Order lt T 01 cris aetanteactscacesateanuns lt aqnseieantoatianssqrsauaiesouks EOE Ea aa EE 90 Working With DelverieS HHHH 92 Open the Delivery Center ee K T 92 Select Customer t
96. sle JL Le Sagoo Figure 102 Choose Customer Screen 2 Enter one or more letters of the customer s first or last name in the top field 3 As you type the system displays any matching customers Select By First Name or By Last Name to switch the search depending on what you entered 4 Select the customer to open the Customer Personal Songlist screen 5 To request a single song from the customer s personal songlist select the Add to Playlist button next to the song you want to request Or to request all songs on the customer s personal songlist select the Request All Songs button PointOS User M anual Working With Music 108 Rename Song Rename Song If a song s information is incorrect you can rename it on the Rename Song screen To rename a song title or artist complete the following steps 1 Select the song on the current playlist and select the Named Wrong button on the Music Player screen The system opens the Rename Song screen PointOS Professional Rename Song Dawn Dawn Is a Feeling London Festival Orchestra Figure 103 Rename Song Screen 2 Select the Clear Title button to clear the Song title field Enter the new song title Select the Clear Artist button to clear the Artist field Enter the new song artist 4 Select Done Or select Cancel to close the Rename Song screen without changing the song title and artist information PointOS User M anual Working With Music 109 Work
97. slips in order by the Q at the bottom of the receipts you can quickly use the Adjust Gratuity screen to declare your credit card tips Make sure to print from the Adjust Gratuity screen so the manager can review the gratuities 5 Remove the total gratuity amount from the drawer 6 Count the amount of each denomination of coins and bills in the drawer Record the amounts on the Cash Out screen 7 Use the Time Clock screen to clock out If using multi server mode and you are a server use the following process Use the Time Clock screen to clock in 2 Use the Server In function on the Main menu to sign in 3 Record your orders and sales throughout the day using the Order Entry screen and associated other screens 4 At the end of the shift use the Server Out function to cash out This process includes declaring your tips If you organize your credit card slips in order by the Q at the bottom of the receipts you can quickly use the Adjust Gratuity screen to declare your credit card tips Make sure to print from the Adjust Gratuity screen so the manager can review the gratuities 5 Pay the indicated amount for your sales 6 Use the Time Clock screen to clock out PointOS User M anual Best Practices for Using PointOS 132 Frequently Asked Questions How Do Void a Paid Order Complete the following process to void a paid order l Recall the order using the Recall Order screen Refer to the Order section in th
98. ssional Void Order sort By Tab Name Customer Mame Order 10019 3 19 Table 1 Dining Room Table 11 Order 10012 17 32 Sus he Order 10020 16 81 doe Brown Order 10018 20 48 Mary Blue Order 10009 11 15 Wiolet F Order 10005 2 95 c Server PointOS Administrator Drawer 1 MUSIC Station 1 Stationa Figure 61 Void Order Show My Orders Q Cancel Fri 6 11 2010 6 54 30 AM PointOS User M anual Recalling Voiding or Transferring Orders 64 Void Order The Void Order screen displays the open orders by name The orders for the current employee access code are highlighted in the list Use the Up and Down arrows to scroll through a long list of orders You can change the view using one of the following options The button at the top right names toggles between three sorting options Sort Old to New Sort New to Old or Sort by Tab Name Select the button to change the sort order for the displayed tabs Select Show My Orders to filter the list to only your orders 3 Select an order to open the Recall Tab screen for that order PointOS Professional Recall Tab Amount Due 15 80 Mike We Server Order Number 10005 Administrator Condiments Ketchup Mayo Mustard 1 House Salad gt Italian 1 House Salad gt talian 1 Cheese Burger 4 25 O Cancel Print Order TOTAL TAXES 0 55 BAO 11 33 AM G Figure 62 Recall Tab Void Order Void Order 4 To
99. stomer s address Select Done when you have finished using the Delivery Center screen PointOS User M anual Working With Deliveries 93 Select Customer from Caller ID Select Customer from Caller ID If the station is connected to Caller ID the Caller ID list on the left of the Delivery Center screen displays the Caller ID for calls received in the last 15 minutes hour or all calls Select the button at the top to change the range for which calls are displayed NOTE The Manager can delete the Caller ID log from the Delivery Setup screen To use caller ID to select the customer select the phone number from the list Then select the Select Number button If the phone number matches a customer in the system the system displays the Customer Information for that customer If the phone number does not match a customer in the system you can add the information for the new customer Add Delivery Customer To add a customer through the Delivery Center screen complete the following steps Open the Delivery Center screen 2 Enter the new customer s phone number in the Customer Phone Number field Or select the number from the Caller ID list 3 The system displays a message to make sure that you want to manually add the customer for delivery Select Yes to continue Or select No to close the message without adding a customer PointOS User M anual Working With Deliveries 94 Add Delivery Customer The system displays the Customer
100. t Card Sale To begin the Credit Card Sale pre authorization complete the following steps 1 Swipe the credit card or enter the Card Number the Expiration Date the Zip Code the Street Number and the Card Holder name 2 Select Authorize Card Or select Do Not Authorize to close the Credit Card Sale screen without pre authorizing a credit card The system authorizes the credit card by posting a 01 charge The pre authorizations are voided when the credit cards are batched 3 When the system approves the card it displays an Authorization Reference ID Select OK to close the screen PointOS User M anual Entering Orders 33 Enter Order Enter Order Once you have named your tab if necessary and pre authorized the credit card if necessary you are ready to enter the customer s order The Order Entry Screen The Order Entry screen allows you to order items from the menu and modify them as needed NOTE Remember that you need to name the tab select a customer or a table or use Fast Cash to open the Order Entry screen If you use Fast Cash you will need to complete the transaction including making payments before you can close the current Order Entry screen You can name the tab if you need to close the screen before closing the transaction PointOS Professional Order Entry iv DONE Amount Due 0 00 Fast Cash Server Points OTY Order Number Mewe Order Monday June OF 2010 5 50 4M Fast Fast Keane 5
101. t a time Select either Entertainment Calendar or Specials Calendar Select Print Entertainment Schedule to print the currently displayed calendar on the report printer Print Selected Box The Time Clock screen allows you to print one day s schedule for the employee s work schedule or for the entertainment or specials calendar To print the selected box complete the following steps 1 Make sure the correct week s schedule is displayed You can use the Next and Back buttons to move forward or backward one week at a time 2 Select either Entertainment Calendar or Specials Calendar if applicable 3 Select the day that you want to print Note that the Print Selected Box option is not available until you select a date 4 Select Print Selected Box to print the currently selected box on the report printer PointOS User M anual Using the Time Clock 15 Working With Cash Drawers You ll need to open a cash drawer before you can handle any transactions Then when the shift is over you must close the cash drawer to reconcile the amount of cash against the transactions for that cash drawer This chapter explains the Cash In screen the Cash Out screen and how to open the cash drawer for ano Sale It also explains how to perform a cash payout such as for paying entertainment in cash Cash In The Cash In screen allows you to record the amount of cash by denomination present in the drawer when you open it It also provides
102. t the Cash Back button from the Advanced Options on the Order Entry screen The system displays the Enter Cash Back Amount screen PointOS Professional Enter Cash Back Amount Enter Cash Back Please Enter The Cash Back Amount For This Order Current Cash Back Maximum Cash Back 100 00 Figure 72 Enter Cash Back Amount Screen 2 Enter the amount and select Enter The system adds an item to the order for the amount of cash back Amount Due 48 75 1 Hamburger gt Extra Cheese 0 25 gt Lettuce 1 French Fries 1 Soda Cash Back Print Order Figure 73 Cash Back Added to Amount Due PointOS User M anual Working With Advanced Order Options 75 Enter Number of Guests Enter Number of Guests The Number of Guests feature allows you to set the number of guests for an order to be used in reporting and the amount of auto gratuity for the order if auto gratuity is enabled To set the number of guests complete the following steps 1 Select the Set Guests button from the Advanced Options on the Order Entry screen The system displays the Enter Number of Guests screen Enter Number Of Guests aie 0 pomes Figure 74 Enter Number Of Guests 2 Enter the number of guests in the party and select Enter The number of guests is now displayed at the top of the Amount Due area of the Order Entry screen Remove Payments The Remove Payments feature allows you to remove any payments you have entered f
103. this screen To enter a note place the cursor in the large note field and simply enter the note This screen allows you to open the screens to edit the customer s email ban the customer set special pricing select the customer s favorite music and view the customer s order history When you have finished viewing the information or entering notes select Done to close the screen PointOS User M anual Working With Customers 84 Add or Edit Customer Email Address Add or Edit Customer Email Address The Customer Email Address screen allows you to edit the customer s email address To open the Customer Email Address screen select Edit Email from the Customer Profile screen The system displays the Customer Email Address screen PointOS Professional Customer Email Address L gea _ Ee Saisie Saisie Saas l atten Figure 85 Customer Email Address To add or edit the customer s email address complete the following steps If the customer s address has changed select the Clear button to delete the old address 2 Enter the customer s email address 3 Select Add Email Or select Cancel to close the Customer Email Address screen without changing the customer s email address PointOS User M anual Working With Customers 85 Ban Customer Ban Customer The Ban Customer feature posts a red banner on the customer profile To ban a customer complete the following steps Open the Profile screen f

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