POS ON CLOUD User Manual Retail v1.06
Contents
1. Starters 4 Click the Printer Name alongside the Category you wish to edit The Edit Mapping menu will appear Edit Mapping cago ne 5 5 Change the settings then click Save Mapping 2 5 3 Delete a Printer Map USER MANUAL V1 06 POS ON CLOUD 20 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page kyle Petruska v 2 Once at the configuration page click the Printers button in the left hand side of the screen A drop down menu will appear below 3 Click Printer Mapping A list of all the current printer mapping will appear Printer Mapping E Princer Mapping usung category Name Printer Name wine Miami Tes Printer eer Miami Test Printer Beverage Miami Test Printer Dessers ab printer rasa Miami Tes Printer saag Miami Test Printer soes Miami Test Printer sarers ab Printer 4 Click the Printer Name alongside the Category you wish to delete The Edit Mapping menu will appear Edit Mapping eo 5 Click Delete Mapping The mapping is now removed from the list 2 6 Gateways USER MANUAL V1 06 POS ON CLOUD 21 This is where you will enter your SureGate gateway credentials We securely store this information encrypted in our system If you do not know your SureGate information then please contact SureGate customer service 2 6 1 Adding a Gateway 1 Click the Cogwheel button next to your name in the top righ2. computers and tablets 1 Once you have your registration key and login PIN number navigate your browser to hitps food posoncloud com config register php NOTE POS on Cloud only supports Google Chrome and Safari web browsers Any other browser will NOT work POC Please paste into the box below the registration key you were 2 You will now need to copy your register key EXACTLY how it appears in your e mail into the blank field and click the verify button 3 If no errors occur then you will now see your logo on the screen and it will ask you for your PIN number If an error does occur then please double check you are typing in the correct registration key and try again 4 Enter your PIN number into the field and then click verify USER MANUAL V1 06 POS ON CLOUD 7 5 You should now be taken to the Time Management page 6 Congratulations you have successfully installed POS on Cloud Frequently Asked Questions Q Will I have to do these installation steps for every update A No since POS on Cloud is cloud based you will never have to install updates Simply refresh your browsers web page Q Are there any times that I will have to reinstall POS on Cloud A The only times you will have to reinstall POS on Cloud are If you have to reinstall your OS if you have to reinstall your web browser or if you delete your web browser s cache In order to do these reinstalls you must inform us first in ord
3. 3 Enter either the customer s name or phone number into the field Partial names or number can also be searched 4 Press Enter A list of all matching customers will appear USER MANUAL V1 06 POS ON CLOUD 53 5 Select the correct customer Their e mail address should appear in a light blue box Customer Search Options Enter any part of the st name Ex Dob or Susan or tele mber eo 6 Click their e mail address The order is now set for that customer 6 3 Actions 6 3 1 Sending an order to the kitchen 1 Once you have added all the products to the order pad click the green Actions button 2 Click Send Your order is now sent to the kitchen and the table menu will now appear USER MANUAL V1 06 POS ON CLOUD 54 Ea spares Ea 2 6 3 2 Completing an Order 1 Once your order has been completed by the kitchen click the green Actions button 2 Select the type of payment Unpaid s 2 3 fi Ez ne caren IF CASH 3 The Cash Payment menu will appear This will show the amount due amount tendered and the name of the party USER MANUAL V1 06 POS ON CLOUD 55 Cash Payment 4 Either enter the amount tendered into the field manually or by using the predefined amount buttons 5 Click complete The order summary should appear detailing the order number payment type total for the order amount tenders and change due IF CREDIT SWIPE 3 The Credit Card
4. 5 Edit the field These fields range from Product name Category Modifiers Allergens Description Taxable Status Price Cost Tax Rate and more 6 When done simply click out of the field you edited Changes are saved automatically 7 Repeat steps 4 through 6 as needed 3 1 6 Deleting A Product NOTE Only items with NO sales are able to be deleted If you wish to set a product to no longer appear in the order pad please refer to Setting A Product Inactive 1 Click Products tab A list of your current product categories will appear along with the number of items in each category Kitchen Clock Reportin 2 Click the category the product is in A list of all the items in this category will appear USER MANUAL V1 06 POS ON CLOUD 31 Products 3 Click the product you wish to delete The product and all of its fields will appear to the right of the list Products Name sk Wat notes vo ce aur me es sam so Guinness zast es sero s300 Helen aaezo es so sw llerute asez es sso 300 Ea i 4 Click delete in the bottom left corner Min soc o z edt soke aye yon Hoes sales som Pratevro samo 5 A confirmation will appear asking if you really wish to delete this product Click OK 3 1 7 Adding Editing Product Notes USER MANUAL V1 06 POS ON CLOUD 32 1 Click Products tab A list of your current product categories will appear along with the number of items in each category 2 Clic
5. MANUAL V1 06 POS ON CLOUD 38 4 Click delete excites cr Tell us whet produt is this caupon for 3 3 Bar Codes With POS on Cloud you can create and print your own bar codes through our system It is simple and easy to do with no hassle at all 3 3 1 Printing Bar Codes for Products NOTE Only products with a SKU will appear in the Print bar code menu Please refer to Adding Editing A Product SKU for details on this 1 Click Products tab A list of your current product categories will appear along with the number of items in each category Point of sstomers hen Clock Reporting Product 2 Click the black downward arrow next to Add New A dropdown menu will appear Category Product Coupon Bar Codes 3 Click Bar Code The Print bar code menu will appear USER MANUAL V1 06 POS ON CLOUD 39 Print a bar code Oniy products with a mfg shud specifi wll appear in the drop down You great via the product detail co 4 The first field is which product bar code you wish to print Select one via the dropdown menu 5 The second field is the bar code format Select one via the dropdown menu The default is code 39 6 The third field is how many labels you want to print 7 Click Generate A new window should appear with the bar codes a tps food posancoudcomp Pont 8 Scroll to the bottom of the window Click Print 9 Make sure all your printer settings are correct Clic
6. POS ON CLOUD 46 6 Order Pad 6 1 The Order Pad The Order Pad is what your employees will use to build sales tickets and tender to process payment The order pad automatically populates with the categories and products that you have placed into the system and are set as active 6 1 1 Adding a Product to the Order Pad 1 Once at the order pad click the Category of the product at the bottom right If you can not find the category you are looking for try scrolling through the pages All the products of that category should appear in the box above 2 Click the Product you wish to add to the order pad If you can not find product you are looking for try scrolling through the pages Starters Artichoke Dip Garlic Cheese Br Melted piey Pepperoni ella Rolls 3 Verify that the product as been added to the order pad on the left side of the screen 6 1 2 Deleting a Product from the Order Pad 1 Click the product you wish to delete in the Order Pad USER MANUAL V1 06 POS ON CLOUD 47 Descripon Tax Price aBa chicken y 31799 2 Click Delete A confirmation should appear and the product removed from the Order Pad Eg aa BBQ Chicken Line tem Notes 6 1 3 Adding Line Notes to a Product in the Order Pad 1 After the product as been placed in the order pad click the product you wish to add line notes to David Turley Description Tax Price BBQ Chicken y 17 39 2 In the Line Item No
7. the description of the item 5 Click Apply The item will be added to the order pad with the specified price and description For this example we simply named it Non Menu Item Non menu item y s200 USER MANUAL V1 06
8. GCItizen Kitchen ypoacitizen Lab Printer CITIZEN CT S3101 Miami Test Printer SERVERDOR zebra Salad Printer WPOG Citizen 3 Click Printer List A list of all configured printers will appear 4 Click the Printer Name of the printer you wish to edit The Edit printer menu should appear USER MANUAL V1 06 POS ON CLOUD 16 Edit printer Printer Name IP Address Server Path eo 5 Edit the field needed then click Save printer 2 4 3 Deleting a Printer 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page kyle Petruska v 2 Once at the configuration page click the Printers button in the left hand side of the screen A drop down menu will appear below 3 Click Printer List A list of all configured printers will appear USER MANUAL V1 06 POS ON CLOUD 17 Printers Configuring your Printer Listing Printer Name IP Address Server Path Bar NPOGCitizen Dessert Printer NPOG Citizen Front NPOG Citizen Kitchen NPOGCitizen Lab Printer CITIZEN CT S3101 Miami Test Printer SERVERDOR zebra Salad Printer POG Citizen 4 Click the Printer Name of the printer you wish to delete The Edit printer menu should appear Edit printer Printer Name IP Address Server Path eo 5 Click Delete printer in the bottom left corner The printer is now deleted from the list 2 5 Printer Mapping This utility is used to map
9. POS ON CLOUD 1 POSonCLOUD POS ON CLOUD User Manual Retail v1 06 USER MANUAL V1 06 POS ON CLOUD 2 Table Of Contents 1 Installation 1 1 1 Installing POS On Cloud 5 a Configuration Sega 2 1 Configuring Your Store 7 2 1 1 Editing your store configuration 2 2 1 Adding a User 2 2 2 Editing a User 2 2 3 Deleting a User 10 2 3 Settings 11 2 3 1 Enabling Disabling a Setting 1 2 4 Printers 2 4 1 Adding a Printer 12 2 4 2 Editing a Printer 14 2 4 3 Deleting a Printer 15 2 5 Printer Mapping 16 2 5 1 Adding a Printer Map 17 USER MANUAL V1 06 POS ON CLOUD 3 2 5 2 Editing a Printer Map 17 2 5 3 Delete a Printer Map 18 2 6 Gateways 19 2 6 1 Adding a Gateway 20 2 6 2 Editing a Gateway 21 2 6 3 Deleting a Gateway 22 2 7 Register Keys 22 2 7 1 Adding A Register Key 22 3 Products 24 3 1 Your Products 24 3 1 1 Adding a New Product Category 25 3 1 2 Editing a Product Category 25 3 1 3 Deleting a Product Category 26 27 28 29 30 USER MANUAL V1 06 POS ON CLOUD 4 3 1 9 Changing If a Product is Taxable 3 2 Coupons 3 2 1 Adding a New Coupon 34 3 2 2 Editing a Cou
10. S ON CLOUD 34 le Kitchen Clo Point Reporting Products 2 Click the category the product is in A list of all the items in this category will appear Products 3 Click the product you wish to add set taxable or not The product and all of its fields will appear to the right of the list heme su wae notes ovo pree mawe m e nso so cess mm wo so weve mus es mo so Ea a 4 Click the Pen and Paper icon next to the Taxable field USER MANUAL V1 06 POS ON CLOUD 35 Description Sumeiser z aig stu supaateos z Notes f notes category sear z z z z Susmeiser seer z a z z aawe z so z unt cose nso z instock w z 5 Click either Taxable OR Non taxable Changes will be saved automatically 3 2 Coupons Coupons can be set to automatically discount customers for buy a certain number of a certain product during a specific time frame 3 2 1 Adding A New Coupon 1 Click Products tab A list of your current product categories will appear along with the number of items in each category Point ofsale Kitchen Clock Reporting Products Customers 2 Click the black downward arrow next to Add New A dropdown menu will appear Category Product Coupon Bar Codes 3 Click Coupon The Add new coupon menu will appear TODO USER MANUAL V1 06 POS ON CLOUD 36 4 The first field is a coupon code for the new coupon This has a ten 10 character limit 5 The secon
11. Saw Gy M 39302 St Patrick MT 38485 Austin Tx 12845 Fake Town FL 42312 Smal Town AL 32425 43 ines aeons aeons ameona ameona ameoa ameona 2140107 20140107 TO sales soo mn usn s23 soo sere soas ssn 2 Click Export You will be prompted to select where to save the export file 3 Once you have selected a spot to save the file click Save USER MANUAL V1 06 POS ON CLOUD 44 5 Time Management 5 1 1 Clocking In 1 Click the Clock tab Point ofsale Kitchen Clock Reporting Products Customers 2 Ifnot already clocked in it should prompt you to clock in Click Punch In Gua Kyle Petruska 45 Welcome Caputo s Pizzeria employee Seeyou need to punch leese elk saan be stared rememiter to alleys clock ou besit 5 1 2 Clocking Out 1 Click the Clock tab Point of hen Clock Reporting Products Custo 2 If not already clocked out it should prompt you to clock out Click Punch Out 5 1 3 Reports kyle Petruska 45 1 vou tase punched n at 02704 2014 05 40 40 toral trme reporte during this period was 06 00 01 Hours nnimmss ZE 2 Click Reports A drop down menu should appear USER MANUAL V1 06 POS ON CLOUD 45 3 Click either 7 Day Report or 14 Day Report A report of every time you clocked in and how many hours you logged will appear Id Name Date Hours 149 Wyle Petruska 2014 02 04 258 174 Kyle Petruska 2014 02 04 528 2 786 USER MANUAL V1 06
12. a specific category of product to a specific printer If mapping is not set up properly then no receipts will print Every category MUST have a printer mapped to it in order for product receipts from that category to print 2 5 1 Adding a Printer Map USER MANUAL V1 06 POS ON CLOUD 18 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page 2 Once at the configuration page click the Printers button in the left hand side of the screen A drop down menu will appear below 3 Click Printer Mapping A list of all the current printer mapping will appear Printer Mapping 4 Click Add Printer Mapping The Add new printer mapping menu should appear Add new printer mapping category Tae eo 5 Simply selection which category goes to which printer from the drop down menus 6 Click Save Mapping The new printer map is now added to the list 2 5 2 Editing a Printer Map USER MANUAL V1 06 POS ON CLOUD 19 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page kyle Petruska v 2 Once at the configuration page click the Printers button in the left hand side of the screen A drop down menu will appear below 3 Click Printer Mapping A list of all the current printer mapping will appear Printer Mapping category Name Printer name Beverage saiad Sides
13. alad Printer WPOGCItizen 4 Click Add Printer The Add New Printer menu will appear with two fields Add new printer Printer Name 1P Address server Path Required for Remate Prin 5 In the field that says Printer Name you can name the printer anything to make it easily recognizable such as Kitchen 6 In the field that say IP Address Server Path you give either the IP address of the printer on your network the server path of your printer if it is shared on the network or if it is a locally connected printer simply the exact name of the printer as it appears in your computer s printer list 7 Once you are done click Save printer The new printer should now appear in the list NOTE The system does not make sure the printer you entered is connected Please make sure you have correctly installed the printer before adding it to the list To double check to see if the printer is installed click the printer name then click Test Printer USER MANUAL V1 06 POS ON CLOUD 15 2 4 2 Editing a Printer 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page 2 Once at the configuration page click the Printers button in the left hand side of the screen A drop down menu will appear below Printers Configuring your system to arint Printer Listing Printer Name IP Address Server Path Bar NPOG Citizen Dessert Printer NPOG Citizen Front NPO
14. ar Codes 3 Click Product The Add New Product menu will appear Add new product oo 4 The first field is the name of the product you are selling This supports up to thirty 30 characters 5 The second field is the description of the product you are selling 6 The third field is how much you are charging for that product 7 The fourth field is how much the item cost you 8 The sixth field is the category this product goes into Simply use the dropdown menu to select one of your already created categories 9 Click Save Changes 3 1 5 Editing A Product 1 Click Products tab A list of your current product categories will appear along with the number of items in each category USER MANUAL V1 06 POS ON CLOUD 29 Poin le Kitchen Clo Reporting Products 2 Click the category the product is in A list of all the items in this category will appear Products 3 Click the product you wish to edit The product and all of its fields will appear to the right of the list Products Name sey we ater YTD Pre mie su a naw sao cum mn a wo sso rane mun a mo asao weie ss ea sso sso Le 1 4 Click the Pen and Paper icon next to the field you wish to change USER MANUAL V1 06 POS ON CLOUD 30 Deseo Budweiser z aig stu supaatcos z Notes f motes category sear z z z z varu pese Sudwelser seer z vyeasure a z ee z sane aawe z ati so z unt cose nso z Min sode w z
15. d field is the description of the coupon This has a thirty 30 character limit 6 The third field is how many units of the product must be purchased before the coupon is applied 7 The fourth field is how much the discount takes off ex 1 00 8 The fifth and sixth fields specify which dates the coupon runs through If left blank the default time is set to one 1 month 9 For the seventh field use the dropdown menu to select which product or modifier this coupon applies to 10 Click Save changes 3 2 2 Editing A Coupon 1 Click Products tab A list of your current product categories will appear along with the number of items in each category hen Clock Reporting Product 3 Click the coupon you wish to edit The edit coupon code menu will appear USER MANUAL V1 06 POS ON CLOUD 37 Edit coupon code Enter a coupon code Max 10 characters Descriptions 30 characters How mary uns to quality How much to DISCOUNT ott the normal price fex 1 09 expires on 2040226 a 4 Edit the fields as needed 5 Click Save changes Edit coupon code How much te DISCOUNT off he normal price fee 51 00 ff 3 2 3 Deleting A Coupon 1 Click Products tab A list of your current product categories will appear along with the number of items in each category hen Clock Reporting Prov 2 lick Coupons 3 Click the coupon you wish to delete The edit coupon code menu will appear USER
16. e Settings 2 6 3 Deleting a Gateway 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page 2 Once at the configuration page click the Gateways button in the left hand side of the screen A list of all your current Gateway information will appear Payment Gateway is formation encnyoted in our system tf Gateway Merchant Key Date activated activating iP Remove SureGate Kevan 2014 01 15 14 15 42 74 182 12 190 x 3 Find the row with Gateway you wish to delete Go to the Remove column of the list Click the blue X 2 7 Register Keys This is where all of your POS on Cloud Register keys appear In the event payment has been declined you register key will become deactivated and you will not be able to access the order pad 2 7 1 Adding a Register Key 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page USER MANUAL V1 06 POS ON CLOUD 24 Kyle Petruska v 2 Once at the configuration page click the Register Key button in the left hand side of the screen A list of all your current register keys will appear Register Keys Al of your POs er key wll pecome deactwated and you wil norbe Upload N egister keys appear here inthe event payment Key td status Expires Activating IF a Activated 2015 02 28 3 Click Upload New Key The Upload Key menu wil
17. er Active 325 64 3 Click the Name of the user you wish to edit The Update Profile menu should appear Update Profile fasswort Marame or user 25 suvar T 5 Digt numeric Pin tor POS status or account ean Securty Rote ar user aa z USER MANUAL V1 06 POS ON CLOUD iF 4 Once you are done editing the user profile click Save 5 The profile is now updated 2 2 3 Deleting a User 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page Kyle Petr 2 Once at the configuration page click the Users button in the left hand side of the screen This will take you to the list of Active User Profiles Active User profiles These are active nactive users attached to your profle kan the user name to view further details Nome user id Last Login Role Status YTD Sales Kyle Petruska kylep 2014 02 03 14 0939 Tablet User Active 641 Kyle Petruska kylep3 2014 02 04 11 29 11 Admin Super User Active 32564 3 Click the Name of the user you wish to edit The Update Profile menu should appear 4 Scroll down to the bottom of the menu and click Delete USER MANUAL V1 06 POS ON CLOUD 12 Update Profile ni Nk name of were suza aws Sogt numeric pin fer Pos Security asle st user 5 It will ask you to confirm the deletion Click Delete The user should be removed from the Active Profile list 2 3 Settings Settings allow
18. er to reactivate you registration key USER MANUAL V1 06 POS ON CLOUD 8 2 Configuration 2 1 Configuring Your Store The store configuration allows you to change a host of settings for your business These settings include Store Name Address City State Zip Code Telephone Business Type Local Tax Rate Business Tagline and Payment Policy 2 1 1 Editing your store configuration 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page 2 Once at the configuration page click the Store button in the left hand side of the screen Configuration Store Information store Name Address city state Zip Code Telephone Business Type Local Tax rate Business Tagline Payment Polley 3 In the store information page simply edit any setting you wish to change USER MANUAL V1 06 POS ON CLOUD 4 When done editing scroll to the bottom on the page and click the Save Form button 2 2 Users Users are the employees of your business Each employee will have their own unique user profile and PIN number This will be how your employees logs into the system 2 2 1 Adding a User 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page 2 Once at the configuration page click the Users button in the left hand side of the screen This will take you to the
19. k Print USER MANUAL V1 06 POS ON CLOUD 40 4 Customers 4 1 1 Adding A New Customer 1 Click Customers tab A list of your current customers will appear Customers m is ae ei acess Ciyfinterpeade Joined VTO sales EWALUSER _tevin ecyesme amean wo aimee greedah com ans Fete Set tin 112885 wear man Gece areehcom T382 Ftc fond Rowse 1 93201 ameo sas Barao pooo 3 Fe Reed Swawm ameno 55239 phnsmin _jamth emehcm YSIS ling Rond SE Patrick MT NBS the 3000 Michoe jare mmjone Ah com 1234 Foke Street Austin TX 12345 20407 S6763 Ray Narz morz sham 4321 Foke Rood Fake Town FL 2140107 102 54 Fyon Hiwood rhiwaodSah com 123 Fake Street Small Town AL 32425 20140107 35611 2 Click Add user The Add New User menu will appear Add New User oy Postal code mall rane oo 3 Fill out fields as needed The notes and phone fields are optional 4 Click Save Settings USER MANUAL V1 06 POS ON CLOUD 41 4 1 2 Editing A Customer 1 Click Customers tab A list of your current customers will appear Customers 4321 Foke Rood Fake Tan FL ameno sosa Syon Hinon 123 Fohe Street Smal Town AL 2 amemo sse mme ema commemo es se Jack Potto ipatto o com 48403 Aight Roed Seow Git Mi 39302 2010107 35239 2 Click the Name of the customer you wish to edit The Edit User menu will appear Edit User ull Name of user Adress ly a Postal code co 3 Edi
20. k the category the product is in A list of all the items in this category will appear Products 3 Click the product you wish to edit the notes of The product and all of its fields will appear to the right of the list Products Name SKY Welgnt notes vo ree Budweiser 206409 ea saw sao Guinness zeen ea moo saoo heinsten 5480 ss 00 5300 Miierute 296458 sso 5300 Natwalute 296145 moo so Smads 296432 sso 5300 Edit 7 4 Click the Notes button USER MANUAL V1 06 POS ON CLOUD 33 Mostiers Miergene BRR RHRRRAKS insted 5 Click Add note to add a new line or click an existing line to edit it Repeat as needed 6 Click Save notes 3 1 8 Adding Editing A Product SKU 1 Click Products tab A list of your current product categories will appear along with the number of items in each category 2 Click the category the product is in A list of all the items in this category will appear 3 Click the product you wish to add a SKU to The product and all of its fields will appear to the right of the list 4 Click the Pen and Paper icon next to the Mfg Sku field 5 Enter whatever you wish the SKU to be 6 Once you are done entering the SKU click out of the form Changes will be saved automatically 3 1 9 Changing If a Product is Taxable 1 Click Products tab A list of your current product categories will appear along with the number of items in each category USER MANUAL V1 06 PO
21. l appear nan uploadKeyiphp oa Please locate the file you downloaded from the PosOnCloud website on your computer Once you select the file choose the activate button and we will activate the Key ang link it to this terminal Choose File No e chosen amp Upload Key 4 Click Choose File and navigate to the key file 5 Once the file is selected click Upload Key USER MANUAL V1 06 POS ON CLOUD 25 3 Products 3 1 Your Products Adding editing customizing and deleting your products has never been so easy POS on Cloud makes this easy with our product management system 3 1 1 Adding A New Product Category 1 Click Products tab A list of your current product categories will appear along with the number of items in each category Kitchen Clock Reporting Products Custome 2 Click the black downward arrow next to Add New A dropdown menu will appear Category Product Coupon Bar Codes 3 Click Category The Edit Modify Category menu will appear with three 3 fields Edit Modify Category a co 4 The first field is the name of your category This only supports up to thirty 30 characters USER MANUAL V1 06 POS ON CLOUD 26 5 The second field is the description of your category 6 The third is the type of category A category that shows products I wish to sell must be selected to create a new category 7 Click Save Changes e NOTE Giving a category a cust
22. list of Active User Profiles Active User profiles re active Inactive users attached to your profile Click on the user name to view further details Nome user id Last Login Role status YTD sales Kyle Petruska kylep 2074 02 03 14 0939 Tablet User Active 64 Kyle Petruska kylep3 2014 02 04 11 29 11 Admin Super User Active 32564 3 Click the Add User button This should bring up the Create new user profile menu Create new user profile Trd paee 5 Digt numeric PIN for POS acces Ee co USER MANUAL V1 06 POS ON CLOUD 10 4 Fill out the information as needed NOTE User name and PIN number must be unique Password must be at least six 6 characters long 5 When you have filled out all of the information click Save Settings Your new user should appear in the list 2 2 2 Editing a User 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page kyle Petruska v 2 Once at the configuration page click the Users button in the left hand side of the screen This will take you to the list of Active User Profiles Active User profiles efinactive users attached to your profile Click on the user name to view further detas Add user EB User List Name userid Last Login Role Status YTD Sales Kyle Petruska kylep 2014 02 03 14 08 38 Tablet User Active 641 Kyle Petruska kylep3 2014 02 04 11 29 11 Admin Super Us
23. menu will appear Credit Card oo 4 Swipe the card All the needed card information should automatically complete If not clear the field and swipe again 5 Click Authorize If accepted the order summary should appear detailing the order number payment type total for the order amount tenders and change due IF CREDIT MANUAL 3 The Manual Credit Card menu will appear USER MANUAL V1 06 POS ON CLOUD 56 Manual Credit Card 4 Enter all the needed information into the correct fields 5 Click Process If accepted the order summary should appear detailing the order number payment type total for the order amount tenders and change due 6 3 3 Applying a Discount 1 Once your order has been completed by the kitchen click the green Actions button O Option 2 Click Discount The apply discount menu will appear Apply Discount 2 Or choose pre defined discounts 3 Either input the amount you want to discount or click one of the pre defined discounts of 10 12 15 18 20 30 40 50 75 and 100 4 Click Apply The amount will be discounted from the order total USER MANUAL V1 06 POS ON CLOUD 57 6 3 6 Non Menu Item 1 Once at the order pad click the green Actions button Sone 2 Click Non Menu Item The non menu item menu will appear Ei onmenanem e ka 3 The first field is the cost that the item will be Enter non menu item 4 The second field is
24. om color theme can be found in Editing A Product Category 3 1 2 Editing A Product Category 1 Click Products tab A list of your current product categories will appear along with the number of items in each category Reporting Product 2 Click the category you wish to edit Products 3 Click Edit at the bottom The Modify Category menu will appear Products heme su wae oer Te mawe m o nso so EA a USER MANUAL V1 06 POS ON CLOUD 27 4 Edit the category to your needs You can even change the color theme from this menu 5 Click Save changes 3 1 3 Deleting A Product Category e NOTE In order to delete a category there must be no products in that category Please reference Deleting A Product or Modifying A Product 1 Click Products tab A list of your current product categories will appear along with the number of items in each category Point ofsale Kitchen Clock Reporting Products Customers 2 Click the category you wish to deleted Products 3 Click delete category 4 A confirmation will appear asking if you want to delete the category Click OK 3 1 4 Adding A New Product 1 Click Products tab A list of your current product categories will appear along with the number of items in each category hen Clock Reporting Product 2 Click the black downward arrow next to Add New A dropdown menu will appear USER MANUAL V1 06 POS ON CLOUD 28 Category Product Coupon B
25. open am Hours co 5 Click close terminal The close terminal results should appear 6 2 3 Tip Adjustment 1 Click the blue Options button A menu will appear at the bottom of the screen se 2 Click Tip Adjustment Tip Adjustment menu will appear O Customers Open Drawers Checkout TipAdusonent Register 3 Add the tip amount to the box to the right of the order 6 2 4 Manually Opening the Drawer USER MANUAL V1 06 POS ON CLOUD 51 1 Click the blue Options button A menu will appear at the bottom of the screen 2 Click Open Drawers The drawer will open oO Customers Open Drawers Checkout TipAdustment Register 6 2 5 Adding a New Customer From the Order Pad 1 Click the blue Options button A menu will appear at the bottom of the screen 2 Click Customers The Customer Search Options menu will appear Customers Open Drawers Che TipAdusment Register 3 Click Add User The Add New User will appear Customer Search Options oo 4 Enter all the information into the correct field USER MANUAL V1 06 POS ON CLOUD 52 Add New User postal code 5 Click Save Settings when you are finished 6 2 6 Selecting a Customer From the Order Pad 1 Click the blue Options button A menu will appear at the bottom of the screen 2 Click Customers The Customer Search Options menu will appear CRO Customers Open Drawers Checkout TipAdustnent Register
26. pon 35 3 2 3 Deleting a Coupon 36 3 3 Bar Codes 3 3 1 Printing Bar Codes for Products 37 4 Customers 4 1 1 Adding a New Customer 40 4 1 2 Editing a Customer 40 4 1 3 Deleting a Customer 41 4 1 4 Exporting the Customer List 5 Time Management 43 5 1 1 Clocking In 43 5 1 2 Clocking Out 43 5 1 3 Time Reports 43 6 Order Pad 6 1 The Order USER MANUAL V1 06 POS ON CLOUD 5 6 1 1 Adding a Product to the Order Pad 45 6 1 2 Deleting a Product from the Order Pad 45 6 1 3 Adding Line Notes to a Product in the Order Pad 46 6 2 Options ov 6 2 1 Opening a Terminal 48 6 2 2 Closing a Terminal 48 6 2 3 Tip Adjustment 49 6 2 4 Manually Opening the Drawer 6 2 5 Adding a New Customer From the Order Pad 6 2 6 Selecting a Customer From the Order Pad 51 6 3 Ticket Tender 52 6 3 1 Submitting an order for payment 52 6 3 2 Completing an Order 53 6 3 3 Applying a Discount 55 6 3 4 Non Menu Item 56 USER MANUAL V1 06 POS ON CLOUD 6 1 Installation 1 1 1 Installing POS on Cloud Before continuing please make sure you have the following your POS on Cloud registration key and your login PIN number These should have been provided to you via e mail These installation steps are for both desktop
27. t corner of your screen This will take you to the configuration page 2 Once at the configuration page click the Gateways button in the left hand side of the screen A list of all your current Gateway information will appear Payment Gateway FE Default styes Getemay Merchant Key Date activated Activating IF Remove Sureste Kavarna amagang rasa Hauzz0 x 3 Click Add Change Settings The Gateway Settings Menu will appear USER MANUAL V1 06 POS ON CLOUD 22 X O Gateway Settings Gateway Marchant Key Marchant Password 4 Select which Gateway you use from the drop down menu Currently we only support SureGate Once you have selected two new fields will appear 5 The first field is your Merchant Key Type in the key given to you by SureGate 6 The second field is your Merchant Password Type in the password given to you by SureGate 7 Click Save Settings 2 6 2 Editing a Gateway 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page 2 Once at the configuration page click the Gateways button in the left hand side of the screen A list of all your current Gateway information will appear Payment Gateway anteway Merchant xey Date tivated aesvating ie remove 3 Click Add Change Settings The Gateway Settings Menu will appear USER MANUAL v1 06 POS ON CLOUD 23 4 Change the desired field s 5 Click Sav
28. t the fields as needed The notes and phone fields are optional 4 Click Save Settings 4 1 3 Deleting A Customer 1 Click Customers tab A list of your current customers will appear USER MANUAL v1 06 POS ON CLOUD Customers ame EVAL USER Miche fre Syon Hinon Emo evn teyes me stesso com paso com Jsmth emal com rivoodah com 1235 Foe Street T382 Foe Rood 15403 ight Rood 1345 Ring Roe 1234 Foe Street 4321 Foke Rood 123 Fohe Street Ctyistaterzipcede Austin 112885 Rooster TN 93201 Saw Gy mi 39302 St Patrick MT 35485 Austin Tx 12305 Fake Town PL 42312 Smal Town AL 32425 42 Joined amean ameona ameona ameona ameoa ameona ameono7 2140107 Yro sales soo mn ssn s23 so sa soas 2 Click the Name of the customer you wish to delete The Edit User menu will appear Edit User cy Fonal code shane 3 Scroll to the bottom of the menu Click Delete User 4 1 4 Exporting the Customer List 1 Click Customers tab A list of your current customers will appear USER MANUAL V1 06 POS ON CLOUD Customers Name EVAL USER mesere Syon Hinon Emo kevinSacyesme stesso com samsence Ipasoaecom ismth emalicom rrione Sanco mors ehcom rrivoodah com Address 1235 Foe Street 7382 Foke Rood 5103 Fight Reed 1345 ong Boe 123 Foe Street 4321 Foke Rood 123 Fohe Street Cityistaterzipcode Austin 1 12885 Rooster TN 93201
29. tes box type any notes you wish to add These will be saved automatically USER MANUAL V1 06 POS ON CLOUD 48 Line item Notes 6 2 Options 6 2 1 Opening a Terminal 1 Click the blue Options button A menu will appear at the bottom of the screen Sones 2 Click Register Register Options will appear on the right side of the screen Customers Open Drawers Checkout Tip Adjustment Register 3 Click Open terminal The Open terminal for processing menu will appear Register Options ESE 4 Enter the amount of cash that you have placed into the drawer of this register USER MANUAL V1 06 POS ON CLOUD 49 Open terminal for processing oo 5 Click open terminal The open terminal results should appear Open terminal results Open Time Gierki tas ve Clerk Name e Perusta Store 1s opening cesh s1000 6 2 2 Closing a Terminal 1 Click the blue Options button A menu will appear at the bottom of the screen Soe 2 Click Register Register Options will appear on the right side of the screen Open Drawers Checkout Tip Adjustment Register 3 Click Close terminal The Daily terminal closing menu will appear USER MANUAL V1 06 POS ON CLOUD 50 Register Options ES Statistics Open terminal ce 4 Enter the amount of cash you currently have in the drawer of this register Daily terminal closing Open Time m ciekio ye Clerk Name Kye rensie Opening cash sma Terminal
30. you to enable disable certain modules for your store 2 3 1 Enabling Disabling a Setting 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page kyle Petruska v 2 Once at the configuration page click the Settings button in the left hand side of the screen This will take you to the Settings menu USER MANUAL V1 06 POS ON CLOUD 13 Settings Please check uncheck the aparopriate modules you ws these tur your service plan you may incur addtional charges by enabling Send SMS Notifications wae 3 Find which setting you wish to enable disable then click the black square in order to turn that feature on or off This is saved automatically 2 4 Printers 2 4 1 Adding a Printer 1 Click the Cogwheel button next to your name in the top right corner of your screen This will take you to the configuration page kyle Petruska v 2 Once at the configuration page click the Printers button in the left hand side of the screen A drop down menu will appear below 3 Click Printer List A list of all configured printers will appear USER MANUAL V1 06 POS ON CLOUD 14 Printers Printer Listing Printer Name IP Address Server Path Bar poacitizen Dessert Printer wpoacitizen Front wpocitizen Kitchen pocacitizen Lab Printer CITIZEN CT S3101 Miami Test Printer SERVEROOR zebra S
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