User Manual - Rely Software Inc.
Contents
1. Overview The Online Order System Page displays your Online Order URL Copy and paste it into the address bar of your web browser and test it out Next insert this link into your website or Facebook Apps Page Your customers will automatically be able to order from here All orders created and paid for from the online ordering system will automatically appear as an order in your POS All sales from the Online Order System will be displayed on your sales reposts For additional help go to www relypos com and order Website or Facebook Integration and we will help you insert the link Rely POS Page 35 Select Items z On the left you will have the entire menus name Once you click on the menu all the categories will be shown under the selected menu For selecting the subcategory you will have to click on the category of the selected menu After clicking on the category link all the subcategories will be shown under the selected category If selected category contains any items the items will be displayed in the middle section of the page The list of items will be shown in the middle section when you will click on the category or subcategory link from the left menu The sides and preparation list will be shown when you will click on the item link of the middle section For selecting the side s preparation you will have to click on sides link Each item sides preparation and side s preparation contain the checkbo2. With Rely POS it s easy to add merchandise You add merchandise just as you would any regular item You can even add choices if you need to To create a merchandise item click on the Manage Menu tab and click on the Manage Items link Next click on the Add Item button When you create the item don t forget to choose merchandise as the classification Also remember to create any taxes associated with merchandise in the Manage Taxes in the Restaurant Settings tab For the merchandise to display in the POS you ll need to make sure it s in a category You may even want to create a special category for merchandise so that it does not interfere with the rest of your menu Create an Online menu Rely is a powerful marketing system you can have your menu items online very easily with RELY First you will need to decide which items you would like to promote online You can select the Display Online checkbox for any item you will have to add an online name image and description to your items Integrate my menu on Facebook Get the most out of my management reports Rely has reposting tools that will enable you to maximize the profitability of your restaurant Rely has three reporting categories sales inventory and payroll reports The reports can give you metrics to track your performance First there are the sales reports The sales reports will give you your sales for a given period First select the dates you are interested in y
3. s it you started a guest check Searching Entering Customer Information If your restaurant has delivery services you will er Search Customer have a Search Customer screen when you begin a check When you begin a check you will need to find Ries your customer in the Rely POS database Enter your ur rT arm customer s phone number or name and press the search button You may also press the New Customer button if it is a new customer amp Add Edit Customer If your customer cannot be found you will automatically be directed to the new Customer Page Enter all of your customers important information and press the enter button If your customer is found you can select delivery or carry out to begin the order First Name Last Name Phone Cell Phone Email Address Address2 City ip The order screen is the heart of the POS section Once you begin a check directly or through the begin check screen or from the search customer screen all of the functions here are the same On the left you will have up to five icons In the center right your items will be displayed as you add them To the right you ll see buttons for the menu s you have programmed Rely POS Page 8 Your menu choices will appear there as you are selecting categories and adding items On the bottom of the screen you ll see all of your main function buttons many of which will navigate you off
4. POS will charge the tax and create the necessary reports Restaurant Time The Set Restaurant Time area lets you choose the proper time of your location This time will be displayed on your POS system your guest checks and customer receipts Sod Resdaarant Local Tene Select Your Time Zone Set Restaurant Local Time Pacific Time PST 7 Check i you observe Davlight Savings Time You ll also need to decide if your area participates in Daylight Savings Time Restaurant Start Time Restaurant Start Time Your daily start time will determine when your restaurant s day starts This time is very important because it determines when your Daily Report starts For example all daily reports start at the restaurants start time It is important that you put the restaurant start time when you are closed if that is possible Your reports show how much money you made that day Many restaurants are open after 12 00 Midnight If your restaurant start time is set to midnight in that case your reports would start at midnight and therefore be difficult to analyze The systems default restaurant start time is 4am If your restaurant is closed at 4 am you don t have to change anything Adding Text to Guest Checks You can personalize your guest checks with coupons promotions or thank you messages by adding text to these lines The text will appear on all of you guest checks and customers receipts Rely POS
5. it on this page You will need to first enter the amount of guests that will be billed an automatic gratuity Any table that has this many gusts or more will be charged the percentage rate you put in the Charge Percent Box The automatic gratuity will be displayed on your Daily Reports Managing Coupons Manage Coupons All of your coupons are shown on the manage Coupons page You will also find information such as if the coupon is Active or if the coupon is a discount amount discount percentage or manual entry Discount Amount Percentage Discount Amount is a fixed amount for the coupon discount percentage is a percentage off the total guest check Manual entry allows the Waiter or Server to manually choose the amount of the coupon You can create a new coupon by pressing Add New Coupon or edit an existing coupon Coupons that are checked Active will display on the Pay Screen of the POS Section Only one coupon can be used per guest check A manager can approve the use of more than one coupon per guest check in the POS Section Delivery Charges Restaurant Delivery Charge If you deliver food and Delivery Charge decide it s a good idea to LL charge a delivery fee you can establish a fixed delivery fee on the Delivery Charge Screen Allow Delivery Senice F Remember if you establish a delivery fee here it will always be charged if the delivery option is chosen in the POS or the Online o
6. may want to create a new category and move some of the items into the new category If the Categories are too large it will be difficult to see all the items in the POS application The POS can only show 20 items on the screen the POS does have arrows to move to the next screen but it does create an extra step You can also set priorities to your categories The priority is the display order in your POS For example if your priority is set to 1 that category is first So you may want to set your appetizer priority to 1 for example Menu Setup Sub category Placing category in menus is very simple The left list box contains the entire menus name You will need to select menus from left list box and press right arrow button to place it into right list box After clicking save button the category will be shown under these selected menus Use sub categories to create groups of items that belong together when your categories are too big For instance you may want to create a Large Pizza Sub Category and have all your large pizzas located there You may also want to create a Medium Pizza Sub Category for Medium Pizzas The example above keeps all of your categories smaller Remember if the Categories are too large it will be difficult to see all the items in the POS application Your POS will only show 20 buttons at a time So it s best to limit your choices to less than 20 if possible Items ST Items ar
7. on Print Preview Click on the Gear Icon Page Setup Page Size should be 80 x 297mm Select Portrait Enable Shrink to Fit All Headers and Footers Empty All Margins 0 Click OK In the Print Preview Screen click the printer icon In the Print Window make sure the Thermal LK printer is selected and press print button The printed receipt should look correct Cash Drawer The cash drawer is simple to install The cash drawer comes with a plug that looks similar to the plug you find on a typical household phone Simply plug the cash drawer plug into the back of the printer That s it The cash drawer will open every time the printer prints How do l Create Special Orders Make Multiple Payments With Rely POS you can make multiple payments on a Guest Check First sign in the find your check through Open Checks or Pickup Table next you will land on the Order Screen next you ll need to enter the payment screen On the Payment screen you will see multiple payment options You can pay by Cash Check or Credit Card you can even post partial payments by credit card To view your payments and change them press the transactions button in the payment screen Here you can view the transactions and even delete them if necessary Charge Tips With rely you can change the tips on a check until the check has been batched by the manager at the end of the day You enter Credit Card tips by se
8. Add text to Guest Checks Page 26 You have 3 lines to use The text will automatically center on your receipts You can change the text anytime and the changes will take effect immediately Managing Payment Types The Manage Acceptable Payment Types page establishes what payment types you want your POS System to accept Once selected the appropriate buttons will appear on your P O S Currently you only have the choice of accepting bank checks or not Printer Set Up Printer Set Up item Type Bar Printer Kitchen Printer Food retin Gar Print h Kichen Beverage pretin Gar Print n chen Carbonated Beverage Prints Bar Print in Machen Beer Pretindar Printin Kiichen Liquor Pribbe prnin kichan Wine Grinder Prini Kiche Merchanidise pretnGar Print in Kitchen Fee Opmntinder pPrnin Kichen Automatic Gratuities Manage Automatic Gratuities Manage Automatic Gratuities Automatically charge gratuity to this many quests or more The printer setup is important for efficiency in your restaurant You can choose which printer kitchen or bar each classification is printed at here The settings also apply to your order screens Make sure you have configured this page correctly so that the order slip or order is sent to the correct location Simply click the appropriate circle for each classification and click save You can create an automatically billed gratuity by entering creating
9. Any check closed during today s restaurant day Total Revenue This is the sum of the 3 items above Sales gratuities and taxes re These are todays discount transactions It includes all checks begun or carried over Any discount transaction that occurred today Voided Items Voided Items are any item voided today the number and total amount This is all checks begun carried over open and closed Voided Checks Voided checks are checks voided today they can be carried over or started today This shows the number of checks and the total net amount of the check This is all checks begun carried over open and closed but the void must have occurred today Coupons This is the amount of coupons due from all coupon transactions only todays transactions Take all coupon transactions from today whether the check was begun today or carried over and this is the amount of coupons paid on those checks Checks Carried These are the checks not started today they were started Over before today but were never closed They were carried over to today because they were never closed There is the number of checks and the total amount due on the checks Checks Begun These are the checks that are begun today paid or unpaid There is the number of checks and the total net amount of ordered items on all the checks Checks Paid These are checks that are begun today or carried over and have been closed today There is the number of checks a
10. Table of Contents Introduction POS Section Login Restaurant Types Dashboard Searching Entering Customer Information Order Screen Split Check Pay Screen Credit Cards Transactions Kitchen and Bar Order Screen Reports Manager s Admin Menu Introduction Menu Categories Sub category Items Preparations Sides Side Preparations Employees Managing Employees 17 17 17 19 19 20 21 22 22 23 23 23 Adding New Employees Clock In Status Restaurant Settings Restaurant Profile Taxes Restaurant Time Restaurant Start Time Adding Text to guest checks Managing Payment Types Printer Set Up Automatic gratuities Managing Coupons Delivery Charges Reports Daily Restaurant Report Sales Report Inventory Report Payroll Report Managing Credit Cards Credit card Settlement Credit Card Settlement Report Credit Card Transaction Search Marketing Center Managing Customer List Adding a New Customer Sending Mail Online ordering System Promo Codes Integrating with Constant contact Company Logo Online Order System Overview Select items Checkout Sign Up 23 24 25 25 25 26 26 26 2 27 27 28 28 29 29 29 29 30 30 30 31 31 31 31 32 32 33 33 34 34 36 37 37 38 38 Customer Receipt Hardware Support Touch Screen Printer Printer Driver Cash Drawer F A Q How do l Create Special Orders Make Multiple Payments Charge Tips Change a Closed check Balance out a
11. ards Credit Card Settlement Credit Card Settlement You should settle your Credit Card Batches daily The Credit Card Settlement page shows all of your 28 seen Li 1 1 Misti l 28 ssneanegns wes 200 von credit card transactions since the 28 seston 77 3 00 1 00 MTI 5 y e e PEA F last credit card settlement Ei 1 mee 50 100 Diay regardless of date HH i 3 54 viss You can double check your transactions on this page if there is an error you can use the POS system to correct any errors But remember the POS can only change a tip or void a credit card transaction If you void a Credit Card Transaction you will not be able to recharge the customer s card unless you have it So it may be better to adjust the tip to get to the correct amount If you adjust the tip the new tip will replace the old tip it will not be added to it If you have questions or concerns you can call your credit card processor Merchant Warehouse at800 419 3221 Credit Card Settlement Report You should settle your Credit Card Batches daily With the Credit Card Settlement Report you can enter specific dated and view all of your Credit Card Batches between the dates entered Credit Card Settlement Report Please Select Dales To Dae wen G Count Batch Amount Reference ID The report will show the date status amount and other useful information Use this report to verify the records from your bank But remembe
12. b 01 20t1 12 53 AM a Cockinvou 4 Edit Jobe ad 9 07 2011 05 28 aa Out Cock ino Edit kir ab 07 2011 OTA AM e CockinOut 4 Edit John ab 3 3 10 TAi a Dut Clock In Out y Edit John ab 9 30 2011 07 50 aM in cock inrou Em that action You can also clock In or clock out an employee from here simply click on the clock icon or the appropriate text You can then edit that action if you need to Restaurant Settings Restaurant Profile The Restaurant Detail page will allow you to update the details of your restaurant The information here appears on your guest checks credit card receipts emails and online ordering page Please provide the most current information so that we can continue to provide excellent service and your employees have all of your contact information Taxes gg The Manage Taxes area allows you to Tax Hase Sales Tax 7 Tax Rate 2 Tax Mamie SalesTax create taxes based on your local AEU ANONS Tacs A KA E AGEN Carbonated appropriately and displayed on the guest Food Beverage Beer Wine Liquor Fre Merchandise f checks and customer receipts You can ENE a Oe st mle lel u create a tax type by name and then set ony P hm a 8 r the rate and choose the categories that apply For example in your local jurisdiction you probably have a sales tax but it may not apply to food items for carry out No problem just check all that apply for the tax you just created Rely
13. ceipt will be generated were users can able to see the details about their placed order and their amount Hardware Touch Screen Your Touch Screen has Windows POS Ready operating system embedded which is very similar to Windows XP The Icon and Graphics are normal size and should be increased for touch Follow the steps below 1 2 3 4 5 6 Right Click in the Center of the screen Select Properties from the menu Click on the Appearance Tab For the Font Size select Extra Large Fonts Click Apply Then click OK The touch screen software must also be configured for best results The touch screen software controls the screen and its touch properties 1 2 3 4 5 6 Click the Start Button with the Window Icon in the bottom left of the screen Click on Control Panel Click on the Elo Touch Monitor Icon Select the Mode tab In the Mouse Button Emulation Mode section select Click on touch In the Options Section make sure nothing is selected 7 Then Click Apply 8 Next select the Sound Tab and make sure Beep on Touch and Motherboard Beeper are selected 9 Click Apply 10 Click OK Your touch screen is now ready and optimized for RELY Printer Printer Driver After you receive the TP3000 Printer you will need to download and install the Printer Driver Software This is a simple process and can be done with the following steps 1 First Visit the
14. current status of a specific employee by looking at their latest action To make select specific information you can use the dropdowns to be more selective You can select the actions of a single employee or you can select by time period If you need to clock in an employee in or out simply click the clock icon You can edit any action by clicking edit Adjust the time or date to the correct time Set Up Automatic Gratuities You can set an automatic gratuity with Rely POS by clicking on the Restaurant Settings tab and the Set Automatic Gratuity link There you will find two places to enter information first the number of guests who will be charged an automatic gratuity Next You ll have to set the percentage You may want to enter gratuities for parties of 6 or more at 18 In that case you would enter 6 for the number of gusts and then 18 for the percentage Lastly you ll have to click on save for the changes to take effect The gratuity will automatically be charged for all guest checks that are more than that number of guests You cannot delete an automatic gratuity once applied Set up a Happy Hour You can create a Happy Hour in Rely by first creating a menu named Happy Hour You can program the menu according to time For example if you would like to feature appetizers or cocktails at happy hour with special pricing you will add the special items to the Happy Hour menu Create Delivery fees Add merchandise to my POS
15. dit Cards In order to process credit cards with Rely POS you must first setup a merchant account with Merchant Warehouse See our website for details www relypos com Or call merchant warehouse at 800 419 3221 Once you are signed up with merchant warehouse we will enter your account information into Rely POS and your credit cards will automatically be processed through the POS In the Pay Screen you ll notice there buttons related to Credit cards They are CC Payment Charge CC and Finalize CC CC Payment allows you to make a partial payment to the check with a credit card You can enter any amount Charge CC will pay the entire bill with one credit card After you press CC payment or Charge CC you ll need to choose keyed or swipe To swipe a credit card you will need an encrypted credit card reader just swipe the card when the screen tells you to If you need to key in a credit card you only need to enter the CC Number Expiration and CVV Finalize Credit card lets you add a tip to the Credit card After you finalize the guest check will automatically close Transactions The transaction page shows all of the transactions associated with a guest check From the Pay screen you ll see the transaction button on the bottom Once you press the button you ll be directed to the transactions page There you can see all of the transactions used to pay the check From here you can void a transaction if it is incorrect or reprint a credit card autho
16. e the products you are selling For _ example a burger is an item When you 3 i once 7 Ut N Dei create an item you will need to choose a pe O i ES ain category or subcategory for the item to fruchetta Fons Pr p a Sauce i Em N Boles e ae display You will also have to input a cost rut 3 wire 700 Joo aS Cat N Bete med oe sso say Mirim Admont oat 3 ot and a price A cost is what you pay for the pomen sen 0 10 ame eama ZEA N Oeil item and the price is what you are Puc e Rem in did Papir niami ia Dainis z ne ripe a RN Slat Motes charging your customer for the item etl hart Light Beer a ton jen ppe a Ci u halten Ean Pisco Bem in ddd Prepar adom Bii bad baird Tatapi and Diri 2 ie N Deiis You will also need to assign a classification to the item Classifications are used to determine taxes Classifications are also used to determine printer settings We will discuss these functions later in the manual Add Edit Item Rely POS Page 21 Preparations Use Preparations to add a common item preparations to _ your items For example if want to give the customer of Show tie Proparsiion Scroes thigimeny sme niraed a your item is a steak you may choosing how he wants the SS steak to be prepared such as medium or well If your item is eggs you may want to have Show the Sides Sereen this many times Unimted z preparation choices such as over easy or sunny s
17. elds You can choose any dates you like Compare time periods for example weeks and months to track your growth You can also use the dates to track promotions and examine their effectiveness Inventory Report The Inventory report is very useful for tracking inventory and managing your cost of goods sold COGS Pick the dates you would like to create an inventory report for and click Show Report You can then use the report to track you product use against your physical inventory Match your report dates with your physical usage for portion and cost control This report is also useful management information such as the COGS as a percentage of sales You can verify how you are doing and compare yourself to industry standards If your COGS as a percentage of sales is too high you know you have to make adjustments Payroll Report The Payroll Report is very useful in many ways First you can use it for payroll Pick the dates you would like to create a payroll for and click Show Report You can then use the report to give your payroll company or tax professional Make sure you always use the same days for this report so you don t overlap your dates This report also has useful management information such as the Payroll as a percentage of sales You can verify how you are doing and compare yourself to industry standards If your payroll as a percentage of sales is too high you know you have to make adjustments Managing Credit C
18. es However you will also have a None Button If you choose unlimited your screen will keep showing after choices until you press the Done Button Side Preparations Side Preparations are preparation choices you add to sides Use Side Preparations to add common preparations to your Sides For example if your side is a salad you may want to give the customer a choice of dressing This is just one example but the possibilities are endless You can charge extra for side preparations if you need to Employees Managing Employees The Manage Employee Page is the lists of all of your employees Here you can see your employees and their Access Level Select Edit next to an employee name to edit their information If you have many employees you can click on the text in the light blue header to sort Adding New Employees Add Employee l You can add or edit your Employees in the Add Edit Employee Page This page allows you to add or make changes to the employee you select If you are adding an employee you will need to add all of your employee s information here You can also add your employees pay rate The employees pay rate will be used in your payroll reports You will also need to give your employee a 4 digit Pin Code Your employee s access level will determine which sections of the POS section he she can enter Access Roles for Employees The Access level determines the functions an empl
19. hey are ordering from your restaurant online You can view all of your promo codes and manage them from the Manager s Admin Click the Marketing Center Tab then the Promo Code Page You will have to name your promo code The name of the promo code can be used in the Online Order section by your customers Promo Codes are always a percentage and have a date range You can name your promo codes with relevant names or you can use numbers It s your choice but your customer will have to match it exactly Integrating with Constant Contact Constant Contact has great marketing tools that can really help your Restaurant If you have signed up with constant contact enter your credentials in the Constant Contact Page in the Marketing Center to automatically integrate your customer list Don t forget to click Save If you have not signed up with Constant Contact you can do so from the link in our Send Mail Page Remember you can sign up for a FREE 60 DAY TRIAL Company Logo You can have your logo displayed in your emails and on your Online Ordering page You will need to upload your restaurant s logo first The optimum size for your restaurants logo is 100px x 100px We recommend a jpg file You will need to go to the Company logo page in the Marketing Center First you will need to browse your files for your logo and then click upload and save Ch teed ee Deiml ie Your wie Calzones Ba fear Sal in g Online Order System
20. ide up E iT These are just two examples but the possibilities are endless You can have as many preparations as you need You can also charge extra for your preparations if you want When you add a preparation to an item you will need to choose how many times you want your POS to display the options You can choose 1 2 3 4 or unlimited If you choose 1 2 3 or 4 when you order your item the screen will show that many times However you will also have a None Button If you choose unlimited your screen will keep showing after choices until you press the Done Button Sides Referred screen Item Set Up Use sides to add choices or accompaniments to your items For example if your item is a burger you may want to have sides such as fries or onion rings available as an add on or included in the price You can also choose how many times the POS system will ask for a side choice For example if your entr es come with two sides you will choose 2 in the drop down box If you want to charge for a side add a price otherwise leave it blank These are just some examples but the possibilities are endless You can have as many sides as you need You can also charge extra for your sides if you want When you add a side to an item you will need to choose how many times you want your POS to display the options You can choose 1 2 3 4 or unlimited If you choose 1 2 3 or 4 when you order your item the screen will show that many tim
21. ir name click Name above all of the names and the names will be in alphabetical order Then find the name you are looking for and click Edit there you will be able to change your customer s information Adding a New Customer Add Edit Customer Fistame gt of Last Nama County USA Stale Address 1 Address Zip ae City Contact Detail Phone 7 Email Cell Phone On the Add New Contact Page in the Marketing Center Tab you can add new customers to your Customer List Fill out all the information you can You can use the information later to contact your customers So it s best to keep it up to date as much as possible Sending Mail Email Template Image Fom Sale Bookman Old Style Subject Font Size Select Font Size Online Ordering System The Online Order System Page displays your Online Order URL Copy and paste it into the address bar of your web browser and test it out Next insert this link into your website or Facebook Apps Page Your customers will automatically be able to order from here All orders created and paid for from the online ordering system will automatically appear as an order in your POS All sales from the Online Order System will be displayed on your sales reposts For additional help go to www relypos com and order Website or Facebook Integration and we will help you insert the link Promo Codes Promo Codes are used by your customers when t
22. is all of the check transactions from today whether the guest check was Started today or carried over and this is the amount of bank checks paid on the guest checks Visa All Visa transactions posted today including charged tips All M C transactions posted today including charged tips All Discover transactions posted today including charged tips American Express All American Express transactions posted today including charged tips Other C C All other C C transactions posted today including charged tips Total Credit Cards Total all C C transactions posted today including charged tips Manager s Admin Introduction The Restaurant Manager s Admin is where you will control all of the settings for your POS manage your restaurant and market your restaurant Only an owner or manager can login to the Manager s Admin In this section we will describe all of the pages and functions in the manager s Admin If you need more help look at the F A Q in this manual We try to explain the answers to some commonly asked POS questions Dashboard The Restaurant Manager s Dashboard is where you ll find access to manage different areas of your restaurant You can click on the tabs above or the quick link icons in the center The Manage Menu Tab lets you make changes to your menu The Manage Employee Tab has everything you need to manage your Staff You can also change settings for your restaurant in Manage Resta
23. lecting the Finalize Credit Card button in the Payment screen If you have multiple credit card charges from different credit cards on a check a screen will display all of the credit card charges for that check Next select the credit card you wish to enter the tip for When you are done entering all the tips close the check If there is only one credit card charge on a tip the check will close automatically once the tip has been entered If you entered the tip incorrectly you will need a manager to reopen the check so that you can make the necessary changes Change a Closed Check You can change a closed check up to 24 hours after the check has been closed Rely POS archives all checks after 24 hours and after they are archived they can no longer be edited In order to edit a closed check you will need to login and select open closed checks Selecta closed check and you will be prompted for a manager PIN Have the manager enter their PIN and then you can edit the check You will always need a manager s PIN to edit a closed check Remember to close the check when you are done so that your reports are accurate Balance out at the end of the Day At the end of the day you will need to print a daily examine report Sign in and press daily examine View the report and make sure everything is correct and all the checks are closed if not now is the time to make any corrections Once you have verified everything is correct and all the checks a
24. livery mode There will be no charge for takeout type mode Clicking on the pay button redirect the user on the merchant page User will be able to see the delivery address on the page Clicking on Edit button of the address area he she will be able to edit their delivery address Sign Up Users will need to sign up with the site if they Rely TEA are not registered with If users are already r maei registered with the site but they do not have Sere SS id and password then they can check it by pee ance eens ae placing their email id in the email id textbox rat imase and after clicking on check button If any ae details found in the database for the given ar email id then rest of the textbox will be populated with the user information Users AT will need to put their password in password nnc textbox After clicking submit button the user Contact Details will be registered for online order system a Users will need to fill all the details if there is no any information found in database for the given email id Screen Signup Customer Receipt Log Gat of Sen ue G Chester DO Receipt Your order Fisi Time Goes Mo regi ehgn neces ast mel Prem Ose 0 66 Delivery Charges Si a Totali Sie id Bate doo Time Esa oe wits Wihibe tarda sssri KEYED Approval 4 755182 Amsunt i 14 56 Thank yil 1 internet Protected Mace CE Rely POS Page 38 After successful payment a re
25. nd the amount paid on the checks The amount paid is all amounts paid including cash check and CC transactions Open Checks These are the checks that are begun today or before today but are not closed It is the total net amount of all the items ordered on these checks Check Average This is the average of all checks closed today it is the net amount of all the checks divided by the number of checks This number is the number of guests today It only includes checks closed today Guest Check This is the average that each guest spends it only includes Average checks closed today The check average is the total sales divided by the number of guests from the same closed checks No of Tables Number of tables this is the number of tables from closed checks Gross Receipts This is the amount paid on all cash check and CC transactions today and it s the sum of that amount It will include both Carried Over Checks and Checks Begun today Charged Receipts This includes the amount paid on all checks today by credit cards it s the sum of that amount It doesn t matter when the check was started or closed only when the transaction occurred Charged Tips Charge tips are tips that are charged through a credit card These tips would be from checks closed today This does not include Automatic tips only the Tips added during the Finalize CC process Automatic Tips These tips are different from charged ti
26. ng you your menu as it is currently configured If you see problems here you can go to the area you need to change and make the changes then come back to the Display Items page and verify the changes you made were correct The menu is the first layer in the level of item categories The menus are the first choice you will see on your order a 2 sa 2 Be S x bee i screen in your pos If there is mera Fi ahea Magia More WEST rar only one menu available at a oa 2 SR ar ae cee eee given time your POS will go to Wine ivi EUM MO OSC AEM K ieee the next level the category level This will save you a step Use menus to create groups of items categories that can be available at different times For example you may want a Lunch Menu available from noon until 5 m You may want to create a Dinner Menu available from 5pm to midnight You can also create Happy Hour Menus that are available at only certain times Once you create menus you will have to choose categories that will be available in the menus Only menus can be programmed to appear at certain times Categories You can use categories to create groups of items that belong together for simplicity For instance you may want to create an Appetizer Category and have all your appetizers located there Manage Categories i You may also want to create a Soup Category for soups If there are too many items in a category you
27. of this screen and onto new screens The plate icon with a plus sign is to add a special order custom item Simply press the icon and fill out the form that pops up and then press enter The plate icon with the red X is for deleting a previously ordered item First press the item you want to delete and it will turn yellow To delete the item press the plate icon with the red X Next you ll find the serving preferences icon It is the plate with the question mark You will need to highlight the item you are adding serving preferences to and then press the plate icon with the question mark Type in your serving preferences and they will be added to your order The refresh icon is for repeating the round Highlight the items you want to repeat and press the plate icon with the refresh sign The last icon looks like a gift box Use this icon if you want to sell a gift certificate Do not use this icon to pay using a gift certificate In the center area your items will be displayed as you add them along with their preparations and sides The preparations and sides will appear indented If you need to select an item always select the item itself and not the preparation or side associated with it You ll notice when you select an item all of the preparations and sides will be highlighted along with the item Now you can select the appropriate plate icon to the left Your menus will be displayed as buttons on the right First you ll need to choose a men
28. once it is placed Some checks might have items ordered at separate times The orders will be displayed separately Orders will displayed whether Printed in the POS or Sent from the POS The entire order will be displayed unless it is too large If the order is too large you ll see a moving More icon Each order will have two buttons the Full Order button enlarges the order once enlarged you can print the order The Done Button closes the order If there are too many orders to display on the screen you ll see two arrow buttons and a More icon Use the arrows to view more orders if the More icon is rotating Reports The reports available in the POS are the My Daily Report and the Restaurant Daily Report Each employee that has access to the orders has access to a My Daily Report Only managers have access to the Restaurant Daily Report Both reports look very similar The My Daily Report only shows the transactions of the employee whose name is on the report The Restaurant Daily Report has the entire restaurants information The Net Sales is the sum of the net amount of all the checks begun today Weather currently open or closed Gratuities are the Charged Tips and Automatic Tips only from checks closed today Checks that were closed during today s restaurant day These checks are not always started today just closed today Tax Collected This is tax collected so it only comes from closed checks
29. ou ll have to select a start and end date The report will give you your overall sales and your sales of each item In the report is a wealth of information You can see if your sales are trending up or down and which items are most popular Next the inventory reports the inventory report shows how many items you have used for a given period You can track your usage and verify that you have the inventory you should have Sending Emails to my Customer One of Rely s excellent marketing features is the automated email functionality Keep your customers informed about special functions and special offers through regular emails To make a email enter the Marketing Center in the Restaurant Manager s Admin
30. oyee has in the system 1 Owner Manager Full Access Full Access POS allows full access to the POS application and the Restaurant Manager s Admin 2 including other employee 3 Floor Manager Head Waiter Cashier Full POS allows full access to the POS system s guest checks but not the Restaurant Manager s Admin Waiter Server Limited POS means the employee can use the POS only for guest checks they initiate They cannot void checks or give discounts 4 5 they initiate and view the 6 Clock In Status Employee Clock In Status Page tells you how many employees are currently clocked in You can also sort by employee or time period The list will show all of the actions for the employee and time period you choose If there is a discrepancy you can edit the times by clicking the edit icon for Manage Employee Clock In Status Chef Cook Limited POS means the employee can view the kitchen order screen Bartender Limited POS means the employee can use the POS only for guest checks bar order screen General Staff Clock In Out means they can only use the POS to clock in and out You have 3 Employees Chocked In Select Employee ALL Details Last 30 Days Ea stow report Employee Name Date In Out Time In Out In Out Action Jobe ab 9 01 2011 12 15 AM Out Cockwou Eat Job ab 9 01 2011 12 32 in Ceckinour Edt Joha ab 9 1 2011 12 52 AM Dut Stock inout 4 Edit Job a
31. ps They are charged automatically according to the settings in the Manager s Admin This amount is only from checks closed today Total Tips This is the sum total of Charged tips and Automatic tips Food orders only from checks begun today closed or not the sum total of all food ordered Beverage and carbonated beverage orders only from checks begun today closed or not sum total of all Beverages and carbonated beverages ordered Beverage Beer Beer orders only from checks begun today closed or not sum total of all beer ordered Wine orders only from checks begun today closed or not sum total of all wine ordered Liquor Liquor orders only from checks begun today closed or not sum total of all liquor ordered Misc items orders only from checks begun today closed or not sum total of all misc items ordered Cash This is the amount of cash due from all cash transactions only todays transactions It is all cash transactions from today whether the check was started today or carried over and this is the amount of cash paid on the checks Tips paid Same as total tips the total of automatic gratuities and charged tips from checks closed today only Total Cash Due This is the amount from Cash minus Total Tips the server will get to keep his charged tips and automatic gratuities EE Eee Checks Due BANK CHECKS This is the amount of checks due from all check transactions only todays transactions It
32. r a batch is for all of the credit card transactions since the last batch Your bank may process the credit cards at different times for example it may take longer to receive American Express funds than other Credit Card types Credit Card Transaction Search Credit Card Search lt Credit Card No Enter the Last Four Numbers of Credi Card You may have a customer that disagrees with the amount his her credit card was charged In order to see the details of the transaction you can search the last 4 digits of the credit card of your customer Rely POS is PCI Compliant and therefore does not keep complete credit card numbers However you can search for the transaction so that you can discuss it with your customer For more help you may have to call your Merchant Services Provider merchant Warehouse at 800 498 0823 Managing Customer List Marketing Center The Manage Customer List Page lists all of your customers Sort the list by clicking on the text in the light blue header You can sort any column you wish With this list you can manage all of your customers Emal a MT skmaity aapnainfotech com F 2 Edt W Delete s ss F AE W Delete rdutta aaprainfotech com J EN W Delete skmalty aapnsinfolech com A Edit 2 Delete A skmaity aapnainfotech com E Edit W Delete skmaityBaapeainfotech con Edit R Delete ckmaity aapnainfotech com F Edit it Delete To find a specific customer if you know the
33. r on for optimal speed and efficiency When you sign up the first time with Rely POS you ll be asked which restaurant type best describes your restaurant If you find that features are missing that you need email us at support relysoftware com or call us and we ll make sure you are set up as the correct restaurant type Dashboard Your restaurant type and your employee access role will ieee Seok aa determine which functions are available after you login The a m Dashboard is the first screen you will see when you login You ll notice that the functions you need most are at the top of the screen From here you can begin a guest check pick up an open guest check or open table sit down Open a closed check manager only view reports view the order screen view online orders or exit Choose any button and you ll move to that function Choose exit and you ll logout and go back to the login screen with the PIN pad o amp oat amp y Begin Check ay Begin Check If your restaurant is a sit down restaurant you will Number of Guests begin directed to the Begin Check page after pressing ber ea the begin check button Once you are at the Begin Check page you can enter the number of guests and the table number If it is a carry out order check the Carry Out box and enter your customer s name Carry Out Customer Name Next press the enter button to begin the check and go directly to the order screen That
34. rdering System If you do not want to automatically charge a delivery fee you should establish one as an item in the POS system Your employees will then have to choose the delivery fee for each check All delivery fees created here will automatically be charged To create a delivery fee here simply enter the amount of the delivery fee here and click Save Reports Daily Restaurant Report The Restaurant Daily Report will begin at your daily start time The daily start time will also determine when your restaurant s day ends For example all Restaurant Daily Reports refresh at the restaurants start time It is important that you put the restaurant start time when you are closed if that is possible Your reports show how much money you made that day Many restaurants are open after 12 00 Midnight If your restaurant start time is set to midnight in that case your reports would start at midnight and therefore be difficult to analyze Use the Restaurant Daily Report to count your cash for the day and make sure you have collected all of your checks and credit card slips You should also verify that all the checks are closed This will ensure all of the money collected that day is in fact turned in Sales Report This sales report can give you a wealth of information First enter the time frame you are interested in and click Show Report There are many items listed that are useful net sales gratuities taxes discounts and many other fi
35. re closed you can batch the credit cards You should batch every night so that you will receive the credit card funds in a timely manner To batch the day s credit card transactions you ll need to login to the Restaurant Manager s Admin Then select Manage Credit Cards and next Settle batch Look over all of the credit card transaction so make sure they are correct and press the Settle Credit Cars Button That s it you are now balanced out at the end of the day Adding or changing user and employee settings You will need to select the Manage Employees tab where you can add or edit employee settings There you will find a list of all of your employees Here you can see your employees and their Access Role Select Edit next to an employee to edit their information Adding and editing new employees In the manage Employee area you can add and edit employees You will need to add all of your employee s information here The role you give your employee will determine their access in the POS application For example a manager can open any guest check a Server cannot The password you give the employee will be for the employee to use clocking in and using the POS system Checking or Changing Employee Clock In Status The Employee Clock In Status page will show you how many employees are currently clocked in The grid view below area allows you to see the entire clock in and clock out actions of your employees Use the grid view to check on the
36. rization for your customer to sign You can t change a transaction but you can void it Then you can go back to the pay screen and reenter your payment Open Checks The open check screen shows all of your open checks Choose the check you want by pressing the check number Once you press the check number you will be directed to the order screen for that check Managers will have their checks listed and all of the open checks for the entire restaurant They will be displayed in two separate areas Open Table The Open Table screen shows all of your open check by table number If your check is carry out or delivery and it does not have a table number it will not be displayed here You will need to use the Open Check screen and choose the correct check number To open a check just select the table number associated with the check you want to open You will then be directed to the order screen Closed Checks The closed check screen will display all of your closed checks from the last 24 hours You can open a closed check with a manager s PIN Click or press the check number you want to open Once you open a closed check you can do anything you need to do with the check just like a new check Once you are done making changes remember to close the check again so your reports will be correct Kitchen and Bar Order Screen The kitchen and bar order screen display all of the orders placed from the order screen Each order is displayed
37. s reports and marketing The POS is the section your employees will be using every day They can t control your restaurant but the can start checks order items and print customer bills and all the other things you expect a POS to do Setup With Rely POS Set up your menu manage employees and customers from anywhere All you need is internet access We have created a system to help you set up your menu accurately and efficiently You simply choose your restaurant style and answer some questions during sign up and Rely POS will automatically setup your menu Then customize the names and prices to your menu and you are ready to go All of the setting necessary to operate such as taxes and gratuities are in the Restaurant Settings tab Next visit the Manager s Admin Employees tab and Marketing Center for more setup options With Rely POS you can set up any restaurant configuration Maximizing the power of the internet Rely is a subscription based software as a service provider By maximizing the power of the World Wide Web we are able to make Rely POS your all in one point of sale restaurant management and marketing solution Only the internet can make all of this possible and you can manage your restaurant from anywhere you have internet access Never before have restaurant owners been able to have this flexibility There are many advantages to our model The first and primary advantage is cost savings Rely POS will save you tho
38. split the check in two To split a check touch the item on the left that you want to be a new check and touch the arrow to move it over to the left If you make a mistake use the left arrow to move it back Once you have all the items where you want them press the split check button The new check number will be displayed Now you can split the same check again If you press the back button you will go back to the original checks order screen You can also press the Open Check button to access the new check Pay Screen In the pay screen you can print the bill pay the check settle the check and close the check If you want to use cash to pay the check press the cash button You can enter the amount or use the quick cash buttons To pay by bank check presses the check button You can enter the amount check number and name and phone number on the check There are two ways to pay by credit card you can make a payment or pay it in full You can also key in the number or swipe the credit card In the pay screen you can also add a coupon add a discount or use a gift certificate to pay the check All of the appropriate buttons are there Use the print bill button to print the bill for your customer To close a check simply press the close check button Remember a check must be paid in full to close Checks close automatically when they are paid in full by cash paid in full by check or paid in full by credit card and then finalized Cre
39. te the end of the Day Adding or changing user and employee settings Checking or Changing Employee Clock In Status Set Up Automatic Gratuities Set up a Happy Hour Create Delivery fees Add merchandise to my POS Create an Online menu Integrate my menu on Facebook Get the most out of my management reports Sending Emails to my Customers Introduction Overview Just like many other popular websites Rely POS lets you sign up create an account and begin By answering some questions Rely POS assists you in setting up your menu your customer database and your company structure Rely is a powerful POS system credit card interface restaurant management and marketing system You can create and print gust checks manage your employees and send emails to all of your customers all from one account Rely POS is fast we have optimized the POS section for speed We only send important data back and forth to the server When you are on the POS section you will not see the pages refresh because they don t The pages stay the same only the buttons will change We have also installed client side code in certain cases to keep the bandwidth as narrow as possible You ll be amazed at the speed of Rely POS Rely has two areas they are the POS and the Manager s Admin Think of the Manager s Admin as your control Panel The Managers Admin has everything you need to run your restaurant Creating and editing the menus set prices control employee
40. u if you only have one menu available this step will be skipped And you will then first need to choose a category Once you select a category all of the sub categories or items associated with it will dial automatically Now you can choose an item to add to your order If there are more than twenty you ll need to press the arrows at the bottom to see all of them Once you select an item that items preparation choices will be displayed If the item does not have any preparation choices the side choices will be displayed If the item does not have any side choices it will automatically be added to your order and you will be back at the category level If you need to go back to the menu level hit the up arrow or the home button Now you can begin ordering the second item If you need to change the guest number press the guest number and a pin pad will appear for you to enter the next gust number With the buttons on the bottom of the screen you can send the order print the order split the check or pay for the check Press finish if you are done but do not want to logout and press exit when you are done and do want to log out Cancel will cancel everything you just ordered and void will completely void the check Void will need manager s approval Split Check The split check screen enables the user to split the check up so that you can give separate checks to separate customers You can split a check multiple times However you can only
41. urant Profile You ll find informative reports including sales and inventory reports in the reports tab The Marketing Center has everything you ll need to effectively market your restaurant Menu s Explained Your menu is all of your items available for order in your POS In order to set up your menu you need to understand the war Rely POS categorizes items and options for your menu items There are seven layers in the Rely POS menu system The first layer is the menu Menus can be programmed to display during certain times no other layer has this feature The next layer is Category you will need to put your categories in menus for them to display If you have a category but it s not inside a menu it won t display That is true for every layer in the menu system The next layer is the Sub Category After Subcategory is the Item layer The item layer in what you are ordering so it will require a price You re not actually ordering menus categories or subcategories these ate just for organizing your POS You can add preparation preferences to your items for example if you had eggs you may want preparations such as scrambled or sunny side up Your Items can also have sides associated with it The last layer is Side Preparation Display Menu The Display Menu Page allows you to see the hierarchy of the Menus Categories Subcategories items Preparations sides and side preparations you have created This page can help you by showi
42. usands in up front set up costs There are also long term cost savings Rely automatically updates your POS system with new editions as they are introduced So you never be forced to pay for new versions or upgrades POS Section Login beet test You will recognize the Rely POS login screen as soon as RRE you see it It s very similar to any other POS system St There is large number pad in the center simply put in BRE your pin and click the appropriate button You can Eten mon COTA Signin clock In clock out or enter the POS We make ppe managing easy because you can t enter the POS pee ADR without clocking in first Employees cannot clock out without declaring tips PIN numbers are always 4 digits You create PIN s for each employee in the Manager s Admin Helpline EE Fran Restaurant Types Rely POS can accommodate all restaurant types Restaurant types are the way you serve your customers For example your restaurant may be dine in counter fast food or delivery Your restaurant may also serve customers in several ways For example you may have dine in carry out and delivery Depending on the way you serve your customers you will want certain screens to appear at certain times during the functioning of your POS For example if you are dine in you may not need your customers address It s important to know that with Rely POS your restaurant can be changed if you need to turn certain areas off o
43. website http www touchdynamic com 2 Next mouse over the Products Button mouse over Printers and select Printer TP3000 3 Click on the Drivers Icon 4 Under Drivers you ll find THERMALPOSPrinterDriver 3 7 1 zip click on it and select open 5 When the window opens select THERMAL POSPrinterDriver 3 7 1 zip by double clicking 6 Next click on Run 7 The Install Shield Wizard will pop up click next 8 Next the setup window will appear and your screen will change several times 9 Thermal Printer Driver Installation window will appear 10 Select the checkbox for THERMAL LK_TXXX 11 Click on Installation 12 The next window is Select OS Information Dialog 13 You ll need to select the operating system for the Breeze Touch screen select Windows XP 14 Leave the Code Page 15 Select a Printer Port USB for standard configuration 16 Click OK 17 Click OK again to reboot 18 Wait for the reboot and then follow the Printer Settings Instructions Printer Settings After installing the TP3000 Printer you will need to change the Page Properties in Internet Explorer for the printer to print correctly 1 2 3 4 5 6 7 8 9 10 11 12 13 14 First open up a page and link to the POS section each customer has their own unique encrypted web address Next Clock in or Clock out and a page will appear Right click on the center of the page in the white part Click
44. x You will have to check corresponding checkbox if you want to select any items sides preparation or sides preparation Clicking on the Add to Order button selected items will be placed in My Order box in the right side Each item contains the remove button After clicking on the remove button the item will be removed from the My Order box Checkout Pieawa cheer your lihani ahoi Rel i Sel gt aa Y Am Log h Se 1 ect Items 2 Checkout Receipt g g s a Select Dens Circi i Receipl Your order iy Orie Add to Order See reborn rm id rrei Tec Tama _ 5 J Ae _ T j Two Eggs 6 00 Wine Ord trea rina he 1 erm gji Three Eggs s7 0 Fora OQ tet a ai total g bro Sign up o a thelivery Type of boliwenry s E iiki Or Delivery j Ta 40 H TEL ETA of Email ID TTA Password You will need to checkout once your choice is completed A login box will be display after clicking on checkout link You will need to sign up if you do not have login id and password For sign up just click on the sign up link displayed in top right of login box or click on the sign up link display top right of the page After successfully login checkout page will be shown to user where he she can see the details about the ordered items their price taxes and discount User can select delivery mode The delivery charge will be added in total amount if user has selected the de
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