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User Manual - Redfish POS

1. Figure 107 Th Table 2 ge Th Table 1 SS Th Table 4 issemple Into Table 1 jdoe Figure 108 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Transfer Table The Transfer Tables button is located on the desktop 1 2 3 4 5 6 7 8 9 Enter Employee number Click Desktop button Click Transfer Table button In the first column on the left side will have the user name that the table is to be transferred from Click the arrow keys to search through the user names The right side will have the same user name so click on the arrow buttons to find the user the table will be transferred to Click on the table to be transferred Click on the arrow located between interface columns Once you see the table under the desired user you are done and can return to the desktop To transfer additional tables repeat the process Managers may access tables on the Desktop by swiping the activated magnetic card Access to the transfer tables tab will appear on the desktop The user must lock the screen to deactivate the manager s access level buttons See Figure 109 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Transer Table TP Table 5 TP Table 2 isample jdoe GP Table 1 oe TP Table 4 gt sample Table 32 sample Figure 109 User Manua
2. N 4 J e y User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual System Log Reviewer System log reviewer provides a graphical interface for most log files It also provides the ability to search and track the log files This screen logs critical changes made to the BOH system Click Fetch Data button and scroll through pages with arrow buttons See Figure 62 System Log Viewer ACTION bes Iessen E Edit PRODUCTS Name from 2 00 Shooter to Sloe Gin where lid 311 8 am mmm 10 40 PM BOH Edit PRODUCTS Name from 2 00 Shooter to K Top Rum Id 227 IBOH Edit PRODUCTS Price from 2 00 to 8 00 where Id 227 Edit PRODUCTS Price from 2 00 to 9 75 where Id 209 er E Edit PRODUCTS Price from 2 00 to 9 00 where Id 181 Figure 62 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Data Base Tools This tab allows audit trail reports to be exported onto the hard drive or any other external devices 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Database Tools button 6 Click Edit Form button 7 Click Export Audit Log Trails button 8 Choose the location of export 9 Enter file name 10 Click Save Data button 11 If you choose not to make any changes click Exit Edit but
3. ZRedfFishPOS Point Of Sale for Restaurants Redfish POS Redfish POS 2 5 User Manual 2013 Redfish Point of Sale redfishpos com Copyright 2013 Redfish Point Of Sale User Manual Thank you for choosing Redfish POS as your Point of Sale system his user manual was designed to assist you in making changes and processing all the functions and features of Redfish POS In the first chapter Back of House BOH you are provided with the tools to making changes to menu items user permissions and kiosk configurations The second chapter Front of House FOH was designed to assist you with processing the functions created in the BOH The table of contents will help you navigate through the manual by clicking CTL click to follow links If you have any suggestions or concerns please e mail mfo redfishpos com Copyright 2013 Redfish POS All rights reserved Federal copyright law prohibits unauthorized reproduction by any means and imposes fines up to 250 000 for violation No part of the production may be used duplicated or reused in any form without prior written and approved permission of Redfish Point of Sale or its affiliates Disclaimer The information in this document is subject to change without notice Redfish Point of Sale makes no representation or warranties with respect to contents Redfish Point Of Sale reserves the right to revise this publication and to make changes from time to time in the content hereof
4. without obligation to notify any person of such revisions or changes User Manual January 2013 Copyright 2013 Redfish Point Of Sale User Manual Table of Contents TAB OP CO ICC INES sauasasanacinntecauepasoonsnsatausdatmadannamacas ee et cn 2 RE eee eee CRT nT ee eee re eer er eee ee een eee Back office systemi setup BE 6 E 4 TOD OCS Se EEE 7 PREC 5 EE eebe 9 ACCS EEN 12 Sol ga Ren een ne Ce A A E A T E E O ee ee eee 15 Ch ATI SONO ee ec dt ad re Di ee ee ane 15 User E 18 PO A O e E E ee cane ee gem eee ceaee 21 FO leie dee EE 27 Exception Modifiers 8 esciens E EEE i 33 Paone I en E EE 39 Produce WE 44 Menu POSITIONING ENEE EEN 52 MEDUS LI arro E E N E 56 ANO ON UE E 61 Day 6 a e P T E E E E AE E EE E E 63 Bio ASe e He del E EE 65 SO OI e Bierce decease 66 ROS COLIN OO aa ne ne de A 69 KIOSK Gratuity Map 17 cccavisissacesscnsrassisnciivesunciadsvonasnnevanvessisisecannsnneeneaannnsenwneiessednentassaslavcobsasnueaebeabass 72 DISCO ne a D OV ee 74 HOU SR COST a de 77 System Log Reviewer NEEN ENEE ENNEN 79 Data Base TO ao a ee Re ee 80 CRP Or de 81 Fon or Hou e FOR enaa E toons anes enero recesses utinsaer acute ceuat oe caaneses 81 Tanne Vu ee pees ec secretes gen ces snc T ct nes ces pees 81 OV SOROS cen rece tetrcehacetsedeanabiatanesatcanteatunbentnatncnd E E A E 82 User Manual January 2013 Copyright 2013 Redfish Point Of Sale User Manual DO EE 83 Order SON D A E EE 85 SW E 87 Payment Screen EE 92
5. 14 Credit Configuration Exit Edit 1 System Configuration a APR Desktop Job Codes 2 Access Levels Bartender d User Roles Si Pay Grades Users Printers Forced Modifiers Exception Modifiers Pricing intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration Exit Edit gt New Pay Grade Delete Pay Grade 15 System Configuration a Figure 7 User Manual January 2012 Desktop 1 Job Codes 2 Access Levels User Roles INN mm Forced Modifiers Exception Modifiers VD Pricing Intervals m o Products 12 Auto Gratuity Dayparts 14 Credit Configuration 15 System Configuration Desktop 1 Job Codes 2 Access Levels User Roles 7 Forced Modifiers Exception Modifiers 3 Pricing Intervals Products 12 Auto Gratuity Dayparts 14 Credit Configuration 15 System Configuration Copyright 2009 2011 Oceanside Software Corporation User Manual Name of this Pay Configuration Is Salaried Salary Name of this Pay Configuration Is Salaried Salary El User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Users 4 User setup is designed to allow a super user to access edit and save information pertaining to employees This setting consists of two primary buttons Users and User roles
6. Bar Mods 3 v Available Mod 0 00 Hold See Me 28 FR AD AR CR AR LR MR KR HE CR A AAR AD m Loge Lg ge el ge Le a SA SED AD ER VE VV WEE HA DE lt Add Selected Not Assigned Not Assigned Not Assigned State Foods EN Save Da a New Modiier Group H gt MIOCIer oOroup New Me effi Delete Modifier Copyright 2009 2011 Oceanside Software Corporation User Manual Exception Modifier Groups AA Desktop osen Available Mod 1 Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception z Me Zeg Not Assigned Modifiers Pricing Intervals Not Assigned Not Assigned Products State Menus Foods 12 Auto Gratuity 13 Dayparts 14 Credit i Configuration x i Save Data New Modifier Gri Up elete Moadiher Gre up New Modifier Delete Modifier 15 System Configuration gt i AP 1 gt Job Codes Food Mods beet z se Access Levels 29 Short 8 d Pay Grades E W Es Users User Roles Printers sr Cons B 13 me Modifiers ack Exception LW RER LAS ai Assigonb Not Assigned Modifiers Pricing Intervals Blackened AssignM Not Assigned Menus Foods 12 Auto Gratuity 13 Dayparts 14 Credit Configuration x Or Save DataiiiNew Modifier Group elete Modifier Group New Modifier Delete Modifier 15 System Configuration v User Manual Januar
7. Manually enter employee number on login screen Click Time Clock button Click Set Magnetic Password button Dialog box will read Please click OK then swipe the magnetic card for user and wait for confirmation Click OK button Swipe new or previously assigned mag card in card reader Dialog box will read The password has been successfully set for user Click OK button For a user without manager settings 1 2 3 4 5 6 7 8 9 Manually enter the employee number on login screen Click Time Clock button Click Set Magnetic Password button Dialog box will read This function requires special access rights Please click ok and swipe the magnetic card of a user who has such rights configured by the back office control panel software Click OK button Swipe manager e mag card in card reader Dialog box will read Please click ok and swipe the magnetic card for user and wait for a confirmation dialog box Click OK button Swipe new or previously assigned mag card in card reader 10 Dialog box will read The password has been successfully set for user 11 Click OK button See Figure 87 User Manual January 2012 set Magnetic Password Copyright 2009 2011 Oceanside Software Corporation User Manual KIOSK 80 t a e Print Last Checkout Figure 87 User Manual Janua
8. if editing 10 Enter Menu Group Name 11 Choose Available Menus you would like on the Menu Group 12 Click Add Selected button 13 Click Save Data button 14 Once the data is saved the system will return to the item located at the very top of the list 15 If you choose not to make any changes click Exit Edit button See Figure 47 Figure 48 To delete a Menu Group 1 Click Edit Form button 2 Scroll through the Existing Groups 3 Select the correct Group to delete 4 Click on it and Click Delete Menu Group User Manual January 2012 APN Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals 10 Products 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration D aN Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals 10 Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration s kam D ED O EN CR CR CR RC EUR IR HR mb tnt FR am wend meng Xi r Exit Edit Copyright 2009 2011 Oceanside Software Corporation User Manual Menus Chosen Menu Available Menu Dinner 1 Not Assigned 7 Available Group Appitizers 4 E
9. magnetic card reader to sign into any terminal The user will no longer be able to signin manually c Can Access System Config User is able to access update and save changes to the system d Can Place Order this access allows for the user to place an order and ability to close a check e Can Pay in this access allows for the user to deposit cash into the cash drawer at anytime throughout the hours of operation and will be accounted in the House Closeout In most cases this would be used to provide change for the cash transactions With this access the cash drawer will automatically open to allow for the user to insert the money f Can Pay Out this access allows for the User to withdraw money for the cash drawer that will be accounted for in the House Closeout Most often this access is used to pay for operation purposes With this access the cash drawer will automatically open to allow for the user to deposit the money Typically you would allow only managers pay in and pay out access g Can Set Mag Stripe Password allows user to set another user s magnetic stripe card The software will prompt for user to swipe their magnetic card so the user should establish an magnectic stripe card of their own before attempting to set another user s magnetic stripe password h Can Search all Payments User will have access to view all payment history as well as make changes to payments i Can Transfer Order User will have capabilities to trans
10. 11 Click Enter 12 Click Assign Start and End Times and chose times a ls Default Daypart A default Day part is the Daypart that will be available if there is a portion of the day a Daypart is not assigned b Daypart Order i e for Breakfast use 0 Lunch use 1 Dinner use 2 this feature helps the system to decide between Dayparts that may lap over into the next day i e 10am 12am and 12 01 am 9 59am Daypart order would need to be defined 13 Click Save Data button 14 Once the data is saved the system will return to the item located at the very top of the list 15 If you choose not to make any changes click Exit Edit button See Figure 51 Figure 52 To delete a Daypart 1 Click Edit Form button 2 Scroll through the Existing Daypart Names 3 Select the correct Name to delete 4 Click on it and Click Delete Day Part User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Dayparts sun ua Desktop Not Assig Job Codes 10 08 AM Access Levels 10 08 AM 5 Pay Grades Assign Start a Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 14 Credit Configuration AS System Configuration eee wi A Ny En Desktop Job Codes Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers P
11. Addison Cir Addison TX 75001 12 16 11 1 00 PM to 01 06 12 3 49 PM Revenue Center Main 34 Bottle wine 31 Omelette 9 Smothered Burrito Enter a Valid Email Address sample hotmail com User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Merge Two Tables The Merge Two Tables button is located on the desktop 1 Enter Employee number 2 Click Desktop button 3 Click Merge Two Tables button 4 Click the arrow keys to search through the user names and choose the user that contains the table being merged If there are two users whose tables need merging choose the users for either side of the tables 5 Ifthe tables being merged are from the same user choose the user in both tables as seen in Figure 107 6 The table will take the name of the table that was chosen first The table after the word Into will be the only table remaining after the tables are merged Figure 108 7 Choose the table you want to merge into 8 Choose the table you want the items merged from 9 Click Merge 10 A box will appear with the text Success 11 Click OK User Manual January 2012 Tp Table 2 si o Tp Table 1 a o Copyright 2009 2011 Oceanside Software Corporation User Manual Merge Tables Tp Table 2 e Sp TP Table 1 jdoe TP Table 1 Taine Te Table 2 i geg Le kel TP Table 5 isample TP Table 32 isample
12. Configuration cit i save is System Configuration v Job Codes Party of 6 2 15 000 Access Levels Pay Grades Users lt 1 00 AM 1 00 AM Set Monday Time Set All Times Set Tuesday Time lt User Roles 1 00 AM 1 00 AM S Printers 1 00 AM 1 00 AM Set Wenesday Time Forced Modifiers 1 00 AM 1 00 AM Set Thursday Time 1 00 AM 1 00 AM Set Friday Time Exception Modifiers DH es 1 00 AM 1 00 AM Set Saturday Time Pricing Intervals lt 1 00 AM 1 00 AM User Manual January 2012 Set Sunday Time Products Menus Auto Gratuity 13 Dayparts 14 Credit Configuration is System Configuration Copyright 2009 2011 Oceanside Software Corporation User Manual Dayparts 13 Daypart descriptions are designed to allow the user to acquire sales reports based on the time of day In analyzing your business this will be helpful in learning which parts of the day are most profitable and the ones that are not bringing in revenue The green font indicates the field s that must be filled before you can save the data 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click Dayparts button 6 Click Edit Form button 7 Click New Day part button 8 Click keyboard icon 9 Click on drop down tab for Auto Gratuity time frame if editing 10 Enter Name i e Breakfast Lunch Dinner
13. Dayparts 14 Credit Configuration is System Configuration D Calibrate Touch targets from position of normal use User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Kiosk Configuration 16 Each Kiosk represents a POS terminal This page is where all the preceding configurations are attached to a specific Kiosk The green font indicates the field s that must be filled before you can save the data 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Kiosk Configuration button 6 Click Edit Form button 7 Click New Kiosk button 8 Click keyboard icon in the bottom of the screen 9 Click on drop down tab for Kiosks if editing 10 Enter Kiosk Name 11 Click tab to continue 12 Click Enter button a b Name Should begin with the default Kiosk Revenue Center refers to the location of the Kiosk in reference to your establishment i e Dining room Bar Patio or Main This information will be projected in the detailed reporting Number of Cash Drawers this feature allows Kiosk to have more than one cash drawer First Cash Drawer Number detects the first cash drawer The count will start at 0 i e there are 2 cash drawers The first drawer number will be 0 The second drawer number will be 1 Menu Group men
14. Dayparts Copyright 2009 2011 Oceanside Software Corporation User Manual Absolute Stress 68 Miller Light 6 Ameretto Sour 75 Please select from the list of available pricing intervals that you can assign to the Bottle Beer product ri ms x you add pa more ove Selected gt lt Add Selected price intervals to the Bottle Beer product group all prices of the products in the Bottle Beer product group will be modified during the times of the day that fall within each applied pricing interval 2 a Assign Alcoholic Beverages EH Not Assigned Not Assigned 3 Assign State ojx 5 Bud Light 3 es DEES Figure 32 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Products 10 Products consist of all items that will appear on the order screen The green font indicates the field s that must be filled before you can save the data The red numbers to the right of the Products name is the unique data base ID number that helps to Baked Potato 30 identify items with the same name or similar names 1 2 3 4 5 6 7 8 9 Enter Employee number Click Desktop button Click System button Enter Super User ID and password Click Products button Click Edit Form button Click New Product Click on the keyboard icon Tab down to Product Name 10 Tab down to Product Name and complete product informatio
15. January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Kiosk Gratuity Mapping APR 16 KIOSK Configuration RE RES jason hexcore selected Aut tuit Available Aut ratuit e 5 Te 7 O Cs V AAT HO A O y SE jason hexcore ty Map Kelley Notebook Party of6 3 T Kiosk 1 E Dis ts Kiosk 2 House sk 3 Accounts Notebook Remove Selected gt lt Add Selected A 16 KIOSK Configuration Selected Auto Gratuity Available Auto Gratuity 17 KIOSK Gratuity Map 18 Discounts House Accounts Remove Selected gt lt Add Selected User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Discounts 18 Discounts are considered to be credits applied to the final payment screen Comp Reasons are items ordered that require a discount Discounts can work in a few different ways they can be totaled as a percentage of the total bill an individual item or and actual amount This section refers to the Reason Name the Discount will be listed under in the Reports screen Please remember to check all Product Groups that you want to allow Discounts on This box can be found under the Tab Products Check the Box Can Discount Group Refer to Figure 59 to view the correct box to check under Product Groups The green font indicates the field s that must be filled before you can save the data 1 Enter Employee number 2 Click Desktop button 3
16. Set Time Cordials 12 Bites Bombs 15 gt lt Add Selected MiSave Data Chosen Menu gt Available Menu Lunch lt Add Selected E Remove Selected gt Save Data New Menu Group Delete Menu Group New Menu Delete Menu User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual AA t EI Chosen Ment Available Me Bar Menu 7 mt AU wania nu 4 Job Codes Bar Menu Bar Sales e Access Levels Pay Grades Users Remove Selected gt lt Add Selected User Roles Sa FT Printers Entrees 1 Forced Modifiers Modifiers shit has SetTime Set Time Drinks A M 5 Products 12 Auto Gratuity 13 Dayparts 14 Credit Configuration Exit Edit save Data New Menu GroupiiiDeliete Menu Grou New Menu Delete Menu is System Configuration v Figure 46 User Manual January 2012 APR Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration D PR Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration Copyright
17. Users User Roles Printers Forced Modifiers Not Assigned Exception 07 31 Modifiers ONE Pricing Set Hired Date Intervals Products Manu Set Birthdate 12 Auto Gratuity 13 Dayparts 14 Credit Configuration is System Configuration D aN Desktop Cameron Kelley Job Codes Cameron 2 Kelle Access Levels ae A kelley Pay Grades Users User Roles Printers Forced Modifiers Kelley C Exception 07 27 13 Modifiers deii Pricing Set Hired Date Intervals Products E DN User Manual January 2012 Menus Set Birthdate 12 Auto Gratuity LEI Dayparts 14 Credit Configuration lt Save New User terminate User 15 System Configuration v Copyright 2009 2011 Oceanside Software Corporation User Manual User Roles 5 This feature allows for you to create or edit User Roles Each User must be linked to a Pay Grade Job Code Access Level and Display Name on Kiosk Each user may have several different roles they can be added under The green font indicates the field s that must be filled before you can save the data The red numbers to the right of the User Role name is the unique data base ID number that helps to Once a New User is entered into the system through User you are now ready to assign User Roles identify items with the same name or similar names 1 Enter Employee number 2 Click Desktop button 3 Click System
18. button 4 Enter Super User ID and password 5 Click User Roles button 6 Click Edit Form button 7 Click on New User Role 8 Click on drop down button and choose desired User 9 Click on the keyboard icon in the bottom center of the screen 10 Enter the required information into the Name of the Selected Employees Role This name will be attached to the user and should display their title for required employee duties ex Cook Server Manager 11 Click Enter 12 Click on drop down button for Job Code these options are preset by Admin and should be specific to the display name 13 Click on drop down button for Access Level to give access to the predetermined levels established by the Job Code 14 Click on drop down button for Pay Grade Pay grade should reflect the pay associated to the Job Code To establish a new pay grade refer back to the Pay Grade section 15 Click Save Data 16 Once the data is saved the system will return to the item located at the very top of the list 17 If you choose not to make any changes simply click Exit Edit button 18 Your new user will appear in the User Roles section of the back office system To delete a User Role 1 Click Edit Form 2 Scroll through the Employees and choose the Employee you want to edit 3 Scroll through Assigned Roles 4 Find the correct Role to delete 5 Click
19. on it and Click Delete User s Role User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual When deleting a Role if the User has more than one the other roles will remain active If the user has no roles remaining after deleting you must assign a role before they will be able to enter into the system with their user password See Figure 12 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual User Roles PA Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration Exit EGU Save Data is System Configuration User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Printers 6 Printers The Printer section is used to create or edit printers that will be attached to a printer group Printers can also be a group by itself by selecting the box Is a Product Group Printer See Figure 14 please be aware that if this box is selected the printer you create will not appear in the available network printers but will appear under the product printer groups dropdown list You must attach a printer to a Product Printer Group if itis not a Printer Group itself The green font indicates fiel
20. on the receipt 3 Closeout House at the end of the business day the Closeout House captures all pending transactions and prints cash balances At this time all Employee Checkouts should be collected and compared to the House Closeout This procedure is being implemented to ensure proper employment documentation It is required that each employee be accountable for funds and transactions they were responsible for during the business day Warning If a House Closeout is performed before all tables have been closed you will not be allowed to continue with the House Closeout until those tables are closed under the user that the system lists See Figure 91 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual a During a House Closeout three receipts may print i Employee Checkouts that belong to employees that have not clocked out ii The Employee checkout of the Manager who is closing the House ii The House Closeout Preliminary Closeout will print a copy of the closeout for the data stored during the current business day View Related Order will open to the payment screen so that payments to the chosen transaction are viewable User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Finance 1 4 2012 2 53 PM Desktop RANS ID OPEN EID REOPEN EID CUSTOMER ORDER ID CHECK TRANS DATE _ TRANS TYPE SUBTOTAL TAX UNKNOWN 11 3 0
21. order by position This will place T bone steak at the top of the product list as seen in ng ian Except Chosen Products JE Available Products JE gg Assign Exception Mods _ Cho ducts _ Ava lab e Prod K H Job Codes Assign Price Intervals J onset ise Users 16 Remove Selected gt lt Add Selected 5 User Roles Printers Forced Modifiers Exception L rent Le i ntdown tc Zerc PC Modifiers tonne pea Pricing GA Ji Intervals M Wi AE AA 2 vm LX fA e Kit h 1 e te ET Te AE eil te Dee Le ae Assign itchen baes x P K i D mare Ces l ES A e e Menus EPROP RU SET IOE ENCRES SM 12 Auto Gratuity 3 Dayparts 14 Credit Configuration as System Figure 39 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Desktop FR Salads Entrees Pastas Beverages Bottle Beer Wine Drinks A M Figure 40 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Group level Menu positions for products groups exception modifier groups and forced modifier group can be applied to each of the three pages Select the Product Group you want to apply weighting to enter a weighting number in the Menu Position save the Data then Click on Menus tab select the correct menu and Check the box Order Products Groups by Numerical Weighting Entr es will appear
22. set under the user s employee number Please refer to 1 Click Set Magnetic Password button 2 System will generate a dialog box that reads Please Click OK then swipe the magnetic card for user and wait for a confirmation dialog box 3 Click OK button 4 Swipe new or previously assigned card 5 System will generate a dialog box that reads The password has successfully been set for user 6 Click OK button Claim Drawer Lock claiming a drawer attaches the cash claimed on the drawer to the user claiming it and prohibits any other user from using opening or claiming the drawer The drawer can be released from the user s possession by clicking Release Drawer Lock During a Clock out the user s drawer will automatically be released to allow for the next user to claim the drawer At the end of that user s shift the drawer s cash claimed will be the user s responsibility Claimed Drawer Locks will not appear on the House Closeout 1 Click Claim Drawer One 2 Choose the cash amount 3 Click OK The message at the top left side of the page should read You own the Drawer 1 Lock See Figure 82 Open Drawer One opens the Cash drawer This button is only available to users that have Access Level permissions The system can configure up to 2 cash drawers Business Day Cash Start allows the user to track the amount of cash deposited in the cash drawer at the start of the
23. the list A high number represents that the item needs to be near the beginning of the list The higher the number the more range you have to work with so make sure your highest number is 100 or 1000 so that you have plenty of room to add other weightings 12 Click Assign Start date and End Times 13 Enter the appropriate times you want the menu to be accessible The times can overlap if the menu will be available all day i e 1 00am 1 00am 14 Choose Available Menus product groups you would like on the user s menu 15 Click Add Selected 16 Click Save Data button 17 Once the data is saved the system will return to the item located at the very top of the list 18 If you choose not to make any changes click Exit Edit button See Figure 44 Figure 45 Figure 46 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual To delete a Menu 1 Click Edit Form button 2 Scroll through the Existing Menus 3 Select the correct Menu to delete 4 Click on it and Click Delete Product Group Menu Groups 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Menus button 6 Click Edit Form button 7 Click New Menu Group button 8 Click keyboard icon in the bottom center of the screen 9 Click on drop down tab for Existing Groups
24. which establish user roles and their association to the business Each user may have several different roles that can be added to their profile The green font indicates the field s that must be filled before you can save the data 1 2 3 4 5 6 7 8 9 Creating a new user Enter Employee number Click Desktop button Click System button Enter Super User ID and password Click Users button Click Edit Form button Click New User button Check one of the two required boxes for Password s This will give a system generated password a Back of House BOH If you will be allowing the user to have access to the BOH you will need to click on the box Show Super User Password This will allow for the super user password to be entered and saved Please refer to the implementation guide under Use unique User ID s and Secure Authentication for Admin Access This will allow access to make changes to the system BOH password will be empty and require an entry The super user password must be 7 or more alpha numeric characters in length contain both alphabetic and numeric characters Characters cannot be the same as the last 4 passwords that have been used b Front of House FOH Every user will need a FOH user password To activate FOH password text box Click on the box Show General User Password This password will allow access to open and close orders FOH password box will c
25. you must enter the highest number i e 100 or 1000 the system will recognize this as a weight and will synchronize the products according to their weight All other items without weights will be categorized alphabetically To activate this positioning refer to Menus under Order Product Groups by Numerical Weighting 11 Choose Group items from Available Mods section 12 Click Add Selected 13 Click Save Data button 14 Once the data is saved the system will return to the item located at the very top of the list 15 If you choose not to make any changes click Exit Edit button See Figure 20 Figure 21 Figure 22 To delete a Forced Modifier Group 1 Click Edit Form button 2 Scroll through the Existing Groups 3 Select the correct Modifier to delete 4 Click on it and Click Delete Modifier Group User Manual January 2012 APR Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration awer a Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 1 System Configuration Copyright 2009 2011
26. 1 Oceanside Software Corporation User Manual Log in Screen User must enter 4 digit password or swipe magstripe card for entry To set Magnetic password please refer to the Time Clock section Login Screen Copyright 2013 Redfish POS Professional 2 5 4960 19186 Jason HexCore Employee Number 4 123 ols fs CL O 5 EE HE ai ana Patrons must havet gt been born on er BEEN before 08 01 92 to consume alcohol 8 1 2013 10 27 AM inthe USA Figure 64 1 Kiosk number 2 Alcohol consumption Age limit notification alert 3 Date and Time 4 Software Update Version User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Desktop This screen is the home to all orders being placed and new tables being created as well as the time clock finance system back office reports transfer table and merge table tabs If there is a table with an item on hold the table will blink on this page to notify the user that there is a table where items have been ordered but not prepared The logged in users name will appear on the Managers are able to swipe their mag stripe cards on this screen to allow for a temporary access to tabs that the current user may be restricted to use To exit access level authorization the user must lock the kiosk Order History the order history keeps track of all orders placed within the current business day New Table this section covers
27. 2009 2011 Oceanside Software Corporation User Manual Menu Groups Redfish Remove Selected gt lt Add Selected Exit Edit Save New Mer New Menu Delete Menu Bar Sales 4 Redfish res SE Re tove Selected gt lt Add Selected Bar Saes 4 Chosen Prod Group Available Group Rar Sales di Remove Selected gt lt Add Selected Exit Edit Si y Menu Gr up Menu GroulI New Menu Delete Menu User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Auto Gratuity 12 Auto Gratuity can be set to automatically be added to the order This feature has the option to set to a specific day time and party count Gratuity or amount can also be reset To set the Auto Gratuity to a certain party count Click the day box to enable that day click on the Set Time button to set the time you want the Auto Gratuity to run Proceed to the Section Kiosk Gratuity Map 17 for directions on how to attach an Auto Gratuity to a Kiosk 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click Auto Gratuity button 6 Click Edit Form button 7 Click New Auto Gratuity button 8 Click keyboard icon 9 Click on drop down tab for Auto Gratuity time frame if editing 10 Enter Name 11 Click Tab to move through fields 12 Click Enter button 13 Check al
28. 2009 2011 Oceanside Software Corporation User Manual House Closeout 1 13 2012 10 55 AM Desktop TRANS ID OPEN EID REOPEN EID CUSTOMER O TRANS DATE TRANS TYPE SUBTOTAL TAX Cash 3466 samplei UNKNOWN 3 01 12 12 3 26 PM 28 42 3468 samplei UNKNOWN 01 12 12 3 27 PM s 0 40 samplei UNKNOWN 3883 1 01 12 1 sample UNKNOWN 3 01 12 1 sample UNKNOWN 3882 1 01 12 1 UNKNOWN 01 12 1 UNKNOWN 3 1 01 12 1 UNKNOWN 3887 01 12 1 sample UNKNOWN 38 1 01 12 1 samplei UNKNOWN 3 01 12 12 3 31 PM UNKNOWN 3890 1 01 12 1 UNKNOWN 01 12 1 e e TS ULUELEEL Please remain patient while the house is closed and all pending credit card transactions are captured This could take up to 5 minutes depending on the amount of credit card transactions processed today Copyright 2009 2011 Oceanside Software Corporation User Manual The following users still have open tables and the system cannot close the house until those tables are closed If you feel you are ready to perform a house closeout please assure you can answer yes to the following questions 1 You know the total cash deposit amount for the house 2 You know the total check deposit amount for the house 3 You have an active internet connection Are you ready January 2012 nual I a ar Ma T Use Copyright 2009 2011 Oceanside Software Corporation User Manual KIOSK 80 TRANS ID OPEN EID REOPEN EID CUSTOMER ORDER ID C
29. 8 PM samplei sample samplei samplei sample samplei sample samplei sample UNKNOWN UNKNOWN UNKNOWN UNKNOWN UNKNOWN UNKNOWN UNKNOWN UNKNOWN UNKNOWN UNKNOWN TEST MPS TEST MPS TEST MPS TEST MPS TEST MPS 2 53 PM 04 12 2 51 PM 01 04 12 2 51 PM 2 50 PM 2 50 PM 2 50 PM DCVR M C VISA AMEX Cash AMEX Cash e DS ET The following users still have open tables and the system cannot close the house until those tables are closed Copyright 2009 2011 Oceanside Software Corporation User Manual House Closeout Preliminary Closeout House Closeout s are performed at the end of the business day Closing out the house captures all pending transactions and prints cash balances At this time all Employee Checkouts should be collected and compared to the House Closeout This procedure is being implemented to ensure proper employment documentation and cash flow balances It is required that each employee be accountable for funds and transactions they were responsible for during the business day Warning If a House Closeout is performed before all tables have been closed you will not be allowed to continue with the House Closeout until those tables are closed under the user that the system lists If there are employees that have not completed Employee Checkouts but have closed all their tables their employee checkouts will print along wit
30. Click System button 4 Enter Super User ID and password 5 Click Discounts button 6 Click Edit Form button 7 Click New Discount button 8 Click the keyboard icon in bottom of screen 9 Enter a Reason 10 Tab down to enter the Percent Discount When not Exact Dollar Amount if applicable 11 Click Enter button 12 Check applicable boxes a Reason a reason is the actual name of the Discount i e Spillage Employee Meal or Void Never made b Check Here if this is a Promotion a Promotion is a discount that runs for a certain period of time Options to prompt the user for exact dollar amount notes ora preset percentage discounted are available c Check Here if this is a Void a Void is typically something that was never intended to be placed on the order screen i e Void Never Made d Check Here if this isa Comp There are lots of reasons for a comp spillage complimentary accommodations for a customer or if the item was prepared delivered and sent back to the kitchen These are only examples of how the Software was prepared to enter comps A comp automatically reduces the price by 100 e Check Here to Force the User to Enter Notes the user will be prompted to enter notes when this box is checked This feature helps keep a detailed account of the transaction f Percent Discount When not Exact Dollar Amounts this is a preset calculated percentage of the actually discount Only ch
31. Grilled Steak Salad Grilled Steak Salad il Assign Exception Mods Assign Price Intervals Remove Selected gt Brit New Product wg i t Orour Absolute Stress 68 Ameretto Sour 75 Not Assigned Absolute Stress 6 Ameretto Sour_75 lt Add Selected wl TTT Alchohol New Product Delete Product User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual AA D kt gt d ac a Ay ne Prociuct _w Botte Beer 2 e Assign Exception Mods vailable Product 7 S ight 3 A l 68 2 5 Pay Grades Users Please select from the list of available forced modifier groups that can assign to the Grilled Steak Salad product op ove Selected gt lt Add Selected sang KH Parone able Grou Assign Not Assigned Modifiers TES LS Exception e Assic Not Assigned Modifiers Assign Not Assigned Pricing mmm intervals User Roles Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration save Vata New Product Gre Up Delete Product i WoOuUp New Product Delete Product 15 System Configuration v Figure 35 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Product Groups APR Deskto i p z Absolute Stress 68 Job Codes Assign Price Intervals S Alabama stammer Access Levels a Ameretto S
32. HECK TRANS DATE TRANS TYPE SUBTOTAL TAX PR ae View Filter Gift Explain today s weather Sunny Dry Figure 96 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Please refer back to Back office system setup ss pg 6 Reports The Reports button is located on the desktop 1 Enter Employee number 2 Click Desktop button 3 Click Reports button Tool Bar for Reports page is numbered for description hovering the mouse over the icon will display the action See Figure 97 1 Print the document 2 Navigation button Two arrows means to scroll to the first page 3 Navigation button Scroll back one page 4 Scroll forward one page 5 Two arrows means to scroll to the last page 6 Exporting Options PDF Excel CSV Word PowerPoint 7 This Month presents business days to select See Figure 100 8 Custom Date presents calendar days to select Sales Reports See Figure 98 1 Master Sales Report print reports for business days or for a range of calendar dates 2 Sale by Day of Week shows the sales by the day of the week This report can be generated by choosing a business day or a range of calendar days 3 Sales by Revenue Center print reports of sales between entered dates A Revenue Center refers to the location of the Kiosk in reference to your establishment i e Dining room Bar Patio or Main This information will be projected in th
33. Modifiers Exception D 4 Not Assigned Modifiers Absolute Stress Not Assigned Pricing Products i on Alchohol Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration Exit Edit save Vata New Product Gre Up Delete Product Grour New Product Delete Product is System Configuration v User Manual January 2012 AA Desktop 2 Job Codes Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration is System Configuration gt Copyright 2009 2011 Oceanside Software Corporation User Manual Printers m Groun Available Network Printer Kitchen 1 7 Add Selected Printers St Assign Wnotebook EPSON TM T88V Receipt TM T88V Thermal Save Data New Printer Group E Printer Groug New Printer Delete Printer Figure 17 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Menu Setup Forced Modifiers 7 Forced modifiers allow you to force the server to pick from a preset list of suggested or acceptable items on the menu They are usually added to a main entr e or a choice of food or beverage that requires specific preparation instructions This feature forces a set number of item choices to be chosen by the server from the order screen When Forced Modifiers are attached to a particular product the s
34. Oceanside Software Corporation User Manual Forced Modifiers Chosen Mod 2f Available Mod o w Jack Daniels 28 G w Bourbon 26 B aked Potato 10 easar 9 on w Makers Mark 30 Remove Selected gt CH D et rara xi MOLE f Save Vata New Modifier Group Voditier Group New Modifier Chosen Mod Bourbon Scotch M v Honey Mustard lt Add Selected Not Assigned Not Assigned Not Assigned State Foods Delete Modifier Available Mod n w Bourbon 26 Bourbon Scotch Mo ZS Gg 0 00 Baked Potato 10 Ceasar 9 i Baked Potato Pen Kitchen t Save Data New Modifier Group Delete Modifier Group New ModifiermiDi Hete Modifier User Manual January 2012 AP Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration v AA Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration gt Copyright 2009 2011 Oceanside Software Corporation User Manual Available Mod z Blue Cheese 6 RK Veggies Honey Musta
35. Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration Copyright 2009 2011 Oceanside Software Corporation User Manual Printers Printers m Group Available Network Printer Bar Printer 4 Remove Selected Printers Add Selected Printers Assign Not Assigned L e de Tet Bann Save Data Avatlable Network Printer Remove Selected Printers Add Selected Printers Seele save Data New Printer Group Printer Grout New Printer Delete Printer User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual aN Bar Printer 4 Job Codes tenen 2 Access Levels Kitchen 2 8 Pay Grades Users Remove Selected Printers Add Selected Printers User Roles Printers Forced Modifiers Exception Modifiers Pricing Assign notebook EPSON TM T88V Receipt Intervals Products weg loge ge Loue eg Leu en Lu Le Lens Lens ins Lee on PRED AR CR CR AD GAR AD CR AR a CR SR MER IR Auto Gratuity emeng See 13 Bar Printer Dayparts 14 Credit Configuration is System Configuration awe AA Desktop Job Codes Absolute Stress 68 2 EI i i Ameretto Sour 75 Pay Grades Eege eg Users User Roles Printers Absolute Stress Forced d zerc i Alcoholic Beverages
36. TECO e S E E anche saaseueenesoentareuaceosecinvan 99 SS Mag TDO ee EE 105 Selen e EE 107 EL EE eae ose nec aan estes ene eee ce OE E NEA TTE EA nok neon ecee 109 House Closeout Preliminary Closeout cccccccccccseseecceceeeeececcscueeeeeesceeaueeeeeseceeeeeeeeeeeeeeeseeeneeeess 112 SC E 116 KODON arse pcos cig E partons pee vn pegteas ep seston E 116 EMANE REDO EE 117 Merce TRO D EE 123 E TS AVON Cates re EE E E EE AA E E EE E OE 125 Ee 127 User Manual January 2013 Copyright 2013 Redfish Point Of Sale User Manual Chapter 1 Back office system setup BOH Please refer back to the Implementation Guide for all topics related to PCI Compliancy The Back of House BOH is considered to be the System setup As an administrator duties such as new user entry menu updates and changes or Kiosk configuration will be done in the BOH The security of the BOH is extremely important and only authorized users should be provided with access to the BOH The green font indicates the field s that must be filled before you can save the data Please Note This step is only necessary if you have not gained access to your Kiosk during the time of installation 1 After installation is completed obtain a valid license file and start the application You will be presented with the system configuration page where you must set the administrator s password 2 On the left hand side of the screen click on Users 3 Atthe bottom
37. WE PR VV Auto Gratuity dallntotnins Sen BR VE VR COR EUR ME WE VE GER HR DEER ER CIS vi Dayparts ne Configuration Xit Edi Save Data 15 System Configuration gt User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Desktop Happy Hour s Job Codes 2 Access Levels Happy Hour EI Pay Grades 9 43 AM Users User Roles Please Select a Start Time Printers D Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration gt APR Deskto F R 77 icti Avail l l a Assign Exception Mods GE x z Absolute St 68 Job Codes Bottle Beer Assign Price Intervals A riede 0 00 Alabama Slammer Access Levels SI i i Ameretto Sour 75 e Ben Pay Grades Users User Roles Printers Forced ap ere i Alcoholic Beverages Modifiers Exception Not Assigned Modifiers i Not Assigned Pricing Products i 2 i Alchohol Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration x Save Datal SINew Product 1e Product Grouj New Product Delete Product is System Configuration User Manual January 2012 PA Desktop Job Codes 2 Access Levels d Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity
38. anside Software Corporation User Manual Menus 11 This option is necessary to connect the previous sections of the BOH to the FOH and allows you to link Main Product Groups to the appropriate User s order screen Menus must have Product Groups anda Menu Group must have a menu This may come in handy when you would like to restrict users from ordering as well as allowing users to only order specific menu items Begin by deciding how many menus you would like to have The green font indicates the field s that must be filled before you can save the data The red numbers to the right of the Menu name is the unique data base ID number that helps to identify j j j j items with the same name or similar names Menus 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Menus button 6 Click Edit Form button 7 Click New Menu button 8 Click keyboard icon 9 Tab down to Menu Name 10 Click on drop down tab for Existing Menus if editing 11 Enter Menu Name a Order Product Groups by Numerical Weighting checking this box activates the preset weighting chosen on the Forced Modifier Exception Modifier or Products page Weighting represents the amount of significance you attach to an item in terms of its appearance on the order screen A low number weight represents that the Item is not going to be shown as the first on
39. ation User Manual Time clock KIOSK 80 Set Magnetic Password Print Last Checkout Figure 81 KIOSK 80 Set Magnetic Claim Drawer Open Drawer Password Two Lock Two Print Last Release Drawer Open Drawer Checkout One Lock One Figure 82 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual dOIIU al J sr Manual US eg Bea H Ven lanual Copyright 2009 2011 Oceanside Software Corporation User M 10 12 2011 10 39 AM Desktop 400 00 was was deposited outside the cash drawer Copyright 2009 2011 Oceanside Software Corporation User Manual Setting Mag Stripe Magnetic stripe cards are used with Oceanside POS systems to sign in users with manager permissions These ID cards have a magnetic strip affixed to the back that can be swiped through a Magnetic Stripe Reader for the purpose of identifying the cardholder and the privileges that a user has been assigned to in the system Users with privileges to set magnetic cards will be able to set their own Mag Stripe and users without permissions must have a user with permissions swipe their Mag Stripe in order to proceed For a user with manager settings 1 2 3 4 5 6 7 8
40. ay enter the count in the box provided Price indicates to cost of the item If the item will be included in a group price then you will not be required to enter a price Itis common to have a price attached to exception modifiers such as extra cheese or some sort of upgrade PLU is a feature that allows you to store the PLU information on the product level This will be used for in house purposes and is not a required entry UPC is a feature that allows you to store the UPC information on the product level This will be used for in house purposes and is not a required entry SKU is a feature that allows you to store the SKU information on the product level This will be used for in house purposes and is not a required entry User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual h Menu Position is a feature allowing you to place the item in a certain order on the order screen This is not a required entry and will default to alphabetical order if not selected To enter a position of 1 on the menu you must enter the highest number i e 100 or 1000 the system will recognize this as a weight and will synchronize the products according to their weight All other items without weights will be categorized alphabetically To activate this positioning refer to Menus under Order Product Groups by Numerical Weighting See Figure 23 i Calorie Count allows for the user to enter the amount of calo
41. business day This amount will reflect in the House Closeout listing the user that deposited the cash and the amount of cash deposited One Cash Start deposit is allowed per business day The button will be disabled upon entering the start deposit and will be enabled at the start of the next business day Examples of this procedure can be found in Figure 83 Figure 84 Cash Drop a drop is considered to be a removal of cash from the cash drawer It s different from a Pay Cash Out because it is specifically designed to allow the user to make a drop from the cash drawer to another location This feature allows the establishment to meet requirements as far as how much cash can be kept in the drawer at one time The Cash Drop entries will be recorded on the House Closeout Once the amount of Cash Drop is entered a message will appear SO 00 was deposited outside the cash drawer Click OK See Figure 85 Figure 86 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Print Last Checkout this feature prints the most recent checkout by user 1 Click Print last checkout 2 System will generate a dialog box that displays checkout 3 Click OK button User Manual January 2012 John D You own the Drawer 1 Lock Clock Out Start Break Pay Cash In Business Day Cash Start Pay Cash Out Cash Drop Copyright 2009 2011 Oceanside Software Corpor
42. count for funds and transactions at the time of the House Closeout Start Break notates the beginning and end of an employee s break This information can be found in reporting Pay Cash In this button is used when depositing money into the cash drawer Typically this is done at the beginning of the business day or when the cash drawer is running low on cash At the end of the day when a House Closeout is done the Pay In s will appear on the House Closeout receipt 1 Click Pay Cash In 2 Choose the cash amount 3 Select or create a pay in reason a To create click the Keyboard Icon and type in the name b To delete a reason Click Remove Current from Available 4 Click OK Pay Cash Out this button is used when removing cash from the drawer for purposes other than sales Your balance for cash will be reflected only on the House Closeout Receipt Cash out balance will be present on an Employee Checkout which will account for the transaction but will not adjust the Total Due on the Employee Checkout 1 Click Pay Cash Out 2 Choose the cash amount 3 Select or create a payout reason User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual a To create click the Keyboard Icon and type in the name b To delete a reason Click Remove Current from Available 4 Click OK Set Magnetic Password this feature allows for a magnetic stripe card to be
43. d from each item ina product group b Use Specific Price the original price of an item will be replaced with a new price of the Price interval c Discount by Percent the original price of fan item will be reduced by the percent of the Price Interval 9 Click Set Start and End Times and select a start and end Time 10 Click keyboard icon 11 Enter Interval name and tab over to enter the appropriate discount price or percent 12 Click Enter 13 Click Save Data button 14 Once the data is saved the system will return to the item located at the very top of the list 15 If you choose not to make any changes click Exit Edit button See Figure 28 Figure 29 Figure 30 To delete an Price Intervals 1 Click Edit Form button 2 Scroll through the Pricing Intervals 3 Find the correct Pricing Interval to delete 4 Click on it and Click Delete Interval User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual In order to activate a Pricing Interval you must link the Pricing Interval to a Product Group If it is a new product group you want to create create the product group under the section Products 10 and return to these directions 1 Click on Products button 2 Click Edit Form button 3 Click on drop down tab for Product Groups and select the appropriate Product Group 4 Click Assign Pricing Interva 5 Yo
44. d s that must be filled before you can save the data To Begin creating printers you will need to 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Printers button 6 Click Edit Form button 7 Click New Printer button 8 Click keyboard icon 9 Enter Printer Location Name the name should be the actual location of the printer If there is more than one in that location identify them as Kitchen 1 2 3 etc 10 Click Enter 11 Select printers under Printer Path a This will be a network printer path that that is specific to each individual printer and will be recognized by the software once connected to the network This will be part of the installation setup done by the installation team 12 Select Printer Manufacturer a This will always be Epson 13 Select Printer Model a These are preset model numbers that are set specifically to Oceanside s specific Printer model requirements You must choose between thermal or impact 14 Click Save Data button 15 Once the data is saved the system will return to the item located at the very top of the list 16 If you choose not to make any changes click Exit Edit button See Figure 13 Figure 14 To delete a Printer 1 Scroll through the Printers and choose the Printer you want to edit 2 Select the correct Printer to d
45. e Software Corporation User Manual Enter Super User ID and password Click Forced Modifiers Click Edit Form button Click New Modifier Group button Click on drop down tab for Existing Groups if editing Click keyboard icon in the bottom of the screen 10 Enter the Group Name d Existing Groups are the Modifier Groups previously entered into the system To make changes to these click edit form select desired group and edit the data Click Save data Max Product Choice is the maximum number of items that the server can choose i e if you would like an entr e to have 2 sides then enter 2 Min Product Choice is the Minimum number of items a server can choose Group Price Per Choice is a price based on the forced modifier chosen This feature applies a price to each item chosen If you choose not to use the group pricing leave it blank and make sure to enter a price for the item in the forced modifier section Apply Group Pricing check this box to apply the price to the whole group You must first enter the price in the above section Group Price Per Choice Order by Position activates the individual menu position located under Forced Modifier Section of the bottom portion of the screen See Figure 19 Menu Position allows you to choose the groups place in the menu order screen This is not a required entry and will default to alphabetical order if not selected To enter a position of 1 on the menu
46. e built in to the price of the product itself and are a form of auto gratuity In some instances establishments may want to include the servers tip into the cost of the product n Surcharge Select a surcharge from the list or create a new surcharge This is an additional charge or payment o Exclusive Tax Select a tax rate from the list or create a new tax rate Exclusive tax is referred to as sales tax This will be listed on the final payment screen of an order p Revenue Type Revenue types can be specific i e Dairy Meat and Produce or General i e Alcohol Food and Beverage This data is used for the reporting purposes 11 Click Save Data button 12 Once the data is saved the system will return to the item located at the very top of the list 13 If you choose not to make any changes click Exit Edit button See Figure 33 Figure 34 Figure 35 1 2 3 To delete a Product Scroll through the Existing Products Find the correct Product to delete Click on it and Click Delete Product User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Product Groups 1 2 3 4 5 6 7 8 9 Enter Employee number Click Desktop button Click System button Enter Super User ID and password Click Products Click Edit Form button Click New Modifier Group Click on drop down tab for Existing Groups
47. e detailed reporting 4 Sales by Revenue Type consist of specific products grouped together within categories that represent their type i e Dairy Meat and Produce or General i e Alcohol Food and Beverage 5 Sales by Daypart designed to allow the user to acquire sales reports based on the time of day set in the BOH Reports can be printed for sales by dayparts between an entered range of dates 6 Sales by Product Group Data rendered count product name of sales Gross revenue Total Discounts Net Revenue 7 Sales by Employee this report includes the count product name of sales discounts applied total revenue for each product and net revenue after discounts 8 Print Sales Reports one click reporting is designed to allow the user to access data from the day with the touch of a button See Figure 99 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Discount Reports enter the start and end dates and the system will generate data for the following reports See Figure 102 1 2 3 4 5 6 7 8 9 Promos by Employee Promos by Manager Promos by Type Voids by Employee Voids by Manager Voids by Type Comps by Employee Comps by Manager Comps by Type Employee Reports See Figure 103 1 2 3 Employees List employees phone numbers and usernames and passwords Checkout History a quick list of the clock in and clock outs of employees Payroll Rep
48. e made to any financial transaction All users that have access to place orders will have access to the finances page The options are listed under View filters View Filters consist of Gift Card if your establishment accepts gift cards this screen will allow for the user to check the processed Gift Cards They may also view the related order by clicking on a transaction See Figure 90 Gift gift card transactions that have been processed Credit All Credit transactions will appear here for the current business day Choose a transaction to activate the View Related Order Cash All cash transactions will appear here for the current business day Choose a transaction to activate the View Related Order House All House transactions will appear here for the current business day Choose a transaction to activate the View Related Order Checks All Check transactions will appear here for the current business day Choose a transaction to activate the View Related Order All All transactions will appear here for the current business day Choose a transaction to activate the View Related Order On authorized transactions three option buttons appear You must highlight a transaction for the View Related Order button to appear 1 Credit tip Total allows for the user to check the current balance of their tips 2 Find Transaction to find a transaction you must have the transaction ID located
49. e opening of a new table A party count must be entered and seats will be automatically made to the party quantity Local Printer Interface attaches a printer to a Kiosk system The printer will be located next to the terminal and will be connected at the time of the initial setup m Product Groups to Skip Printing on this Kiosk each Kiosk can be configured to printer exceptions that will not be sent to the kitchen printer This button will list the available product groups and allow you to choose them n Mode Allows you to switch your POS configuration to Table service or Quick service This option will restart your terminal and will change the functionality of the POS 13 Click Save Data button 14 Once the data is saved the system will return to the item located at the very top of the list 15 If you choose not to make any changes click Exit Edit button See Figure 56 1 2 3 4 To delete a Kiosk Click Edit Form button Scroll through the Kiosks Select the correct Kiosk to delete Click on it and Click Delete Kiosk User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Kiosk Configuration 18 KIOSK Configuration Not Assigned X 7 KIOSK 18 Discounts Not Assigned Set Revenue Center House 0 a FR S w em d O 4 D 4 f f P y Ad fi I LA J h y User Man
50. eck this box if a percent will be the only means of the discount 13 Click Save Data button User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual 14 Once the data is saved the system will return to the item located at the very top of the list 15 If you choose not to make any changes click Exit Edit button See Figure 59 Figure 60 To delete a Discount Click Edit Form button Scroll through the Discount Reasons Select the correct Reason to delete Click on it and Click Delete Discount User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual APR Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration D PP 16 KIOSK Configuration a7 KIOSK Gratuity Map Discounts House Accounts Edit Form Discounts Employee Discount v User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual House Accounts 19 House Accounts refer to any credit awarded to another company vendor or patron This feature insures that you can keep track of the tabs credits or advances paid by your establishment 1 Enter Employee number 2 Click Deskt
51. ed for the lowest fully qualified processing rates You can still use this feature but your processor may charge you a higher transaction rate since it will likely be accepted as a mid qualified or a non qualified transaction User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Time Clock The Time Clock Screen is designed to allow for the user to e Clock in and out for breaks and lunches e Make a Cash Drop e Set magnetic password e Claim a Drawer e Open a Drawer e Pay cashin and out e Enter a Business Day Cash Start e Print the last employee Checkout See Figure 82 This screen is the first screen after entering the employee number The time clock screen will direct the user to the Desktop if their permissions allow The main functions are to allow the user to switch through the different job codes that a user may have All job codes will appear on this screen and the user must click on job code to activate the clock out and start break buttons Clock In Once the user clocks in under their appropriate Job Code i e Server Cook or Manager they will then be clocked in and allowed to enter the desktop as the access level allows See Figure 81 Clock Out will automatically prompt for a Cash Tips entry and then the system will perform an Employee Checkout This procedure is being implemented to ensure proper employment documentation It is required to be completed on each employee to ac
52. elete 3 Click on it and Click Delete printer User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual When deleting a Printer you must re assign a printer to the terminal it was attached to Refer to the Kiosk Configuration section for further direction Product Printer Groups The Printers Groups are attached directly to a product and consist of one or many printers that will print identical data This feature can be helpful when you would like to send a print job to several different printers at the same time with the same data This feature sets a group so that when creating a product the user can simply pair the Printer Group to each Product The green font indicates the field s that must be filled before you can save the data The red numbers to the right of the Printer name is the unique data base ID number that helps to Kitchen 1 25 identify items with the same name or similar names To begin creating printer Groups 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Printers button 6 Click Edit Form button 7 Click on drop down tab for Printer Groups if editing 8 Click New Printer Group button 9 Click keyboard icon 10 Tab over to Printer Group Name field 11 Enter Printer Group Name i e Patio Kitchen Bar or Null a Null indicates a gr
53. elete Modifier User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Exception Modifier Groups 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Exception Modifier Group 6 Click Edit Form button 7 Click on drop down tab for Existing Groups if editing 8 Click New Modifier button 9 Click keyboard icon in the bottom center of the screen a Group Price Per Choice is a price based on the forced modifier chosen If you choose not to use the group pricing leave it blank and make sure to enter a price for the item in the forced modifier section b Apply Group Pricing check this box to apply the price to the whole group c Order by Position activates the individual menu position located under Forced Modifier Section of the bottom portion of the screen See Figure 23 d Menu Position allows you to choose the groups place in the menu order screen This is not a required entry and will default to alphabetical order if not selected To enter a position of 1 on the menu you must enter the highest number i e 100 or 1000 the system will recognize this as a weight and will synchronize the products according to their weight All other items without weights will be categorized alphabetically To activate this positioning refer to Menus 11 under Order Product Groups by Numer
54. em color will remain blue until the item hold is removed 16 Product Groups refer to the Tabs in center of screen These tabs are programed in the back of house system 17 New Seat creates a new seat on the order screen 18 Payment Screen sends order and goes to payment screen 19 Open Drawer opens the cash drawer 20 Repeat item highlighted will be placed on order screen 21 Repeat Quantity allows user to order several of the same item at once User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual 22 Exception Modify Excpn Modify allows user to make partial or minor changes to menu item based on the preset list of items attached in the BOH System This list can be edited under Exception Modifiers 23 Delete Item deletes the item that is heighted 24 Delete Order deletes the entire order This button is only accessible if there are no items on the order or the items on the order have not been sent to the kitchen See Figure 67 Figure 68 Creating a head of table requires that you swipe the credit card on the order screen The credit card holders name will appear on the desktop under the table as shown in Figure 69 Figure 70 This card information is stored and ready for when it s time to pay for the order Press the Card on Check button to pay with the card swiped previously This payment procedure is not encouraged because the establishments will incur add
55. erver will not be allowed to continue the order until a modifier is chosen or they exit out of the Forced Modifier screen Forced Modifiers will be attached at the product level Refer to Products 10 This screen will allow you to first create the groups to be able to move on the next steps proceeding The green font indicates the field s that must be filled before you can save the data The red numbers to the right of the Forced Modifier name is the unique data base ID number that helps to identify items with the same name or similar names Forced Modifiers 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click Forced Modifiers 6 Click Edit Form button 7 Click New Modifier button 8 Click on drop down tab for Existing Forced Modifiers if editing 9 Click keyboard icon 10 Tab down to Forced Modifier Name and complete item information a Existing Forced Modifiers are the Modifiers previously entered into the system To make changes to these click edit form select desired item and edit the data Click Save data b Remove from the menu when Zero if you select this box the system will remove the item from the menu when the countdown reaches zero When the inventory is refreshed uncheck the box c Current Count down to zero in the case you have a limited amount of items in inventory you may enter the coun
56. fer a table between themselves and other users User Manual January 2012 n o p q r Copyright 2009 2011 Oceanside Software Corporation User Manual Can No Sale allows for the drawer to open without there being a sale This will appear on the screen as open drawer Can Void Payment the user has the ability to void a payment received while in the payment screen Can Apply Additional Surcharge allows for additional charges to be entered on the order screen Can Reopen Orders allows the user to view other users open tables through the order history that can be found on the desktop screen Can see other User s Orders allows the user to view other order s created by another user Orders can be viewed through Order History or Finance Can Close the House allows the user to run the end of day reports and Capture all electronic payments Can Apply Promo Allows for the user to apply a promotion to the order from the payment screen Can Apply Void Allows for the user to apply a void to the order from the payment screen Can Apply Comp this access allows for the user to apply a comp to the order from the payment screen 12 Click Save Data button 13 Once the data is saved the system will return to the item located at the very top of the list 14 If you choose not to make any changes click Exit Edit button To delete a Access Level 1 Click Edit Form button 2 Scroll thr
57. first in the Product Groups ER me sent ren D Assign Exception Mods MSN WESSEN 2 G NY St 1 Absolute Stress 68 Job Codes Entre a ute Stress 6 2 3 Pay Grades Users oOoOor ae 5 User Roles Printers Forced remo om nu when Zero i ign Alcoholic Beverages Modifiers Seen Exception current Countdown to Zero o UF Assign Not Assigned Modifiers l Absolute Stress urcharge Assign Not Assigned Pricing ha i Positios State ssi Assi Alchohol 11 Menus 12 Auto Gratuity Dayparts 14 Credit Ss LJ H GE Ee Configuration Exit Edit Save Data New Product Group Delete Product Group New Product BDelete Product 1 System SS 056 ger Configuration eg fu Figure 41 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Steg sen Menus MM Available Menus SSES 2 Pay Grades Users Remove Selected gt lt Add Selected User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products e 7 9 Le lt Add Selected Luz Auto Gratuity KC P 13 d pa 1 Credit Configuration i Dayparts f Iesse i New Menu Delete Menu i A5 System Configuration Le E wr M Desktop PRODUCT Appitizers Salads b Beverages Bottle Beer Wine Drinks A M Figure 43 User Manual January 2012 Copyright 2009 2011 Oce
58. for the user to distinguish the guest by a name rather than a table number 5 Table refers to the number entered when creating a table 6 Open Date the date and time the order was opened 7 Closed Date the time and date the order was closed For reopened orders the last close time and date will appear 8 Guest refers to the number of seats created by the user 9 Checks represent the number of checks attached to the payment screen Checks can be duplicated from the payment screen by pressing the Checks by Seat button or Split Check 10 Status represents whether the table is open or closed See Figure 66 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Order History Jason CG Jason HexCore Desktop ORDER ID OPEN EID CLOSE EID CUSTOMER TABLE OPEN DATI CLOSED DATE GUESTSI CHECKS STATUS e View Filter Open Orders Closed Orders All Today By User Figure 66 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual New Table Creating a New Table is the same as creating a new order You must number the table and then choose from the items listed on the order screen The following lists are definitions for each button located on the order screen 1 Desktop takes user back to menu page 2 Clear Seat clears all menu items off of seat on screen 3 See Server allows for u
59. gure 102 KIOSK 80 KIOSK 80 Oceanside Software Promotions by Requesting Employee 12 16 11 11 10 AM to 01 06 12 3 49 PM Total Promotions 945 00 73 50 42 50 31 92 21 00 17 91 17 00 4 25 3 99 2 50 Total Promotions 1 159 57 User Manual January 2012 10 24 2011 5 18 PM Copyright 2009 2011 Oceanside Software Corporation User Manual Si Export 8 C3 Employee Report Brower Childs Hollier Johnson Johnson Matthews Sample Scott wilson Young Absolut Vodka Michael Sarah Ronald Ima Caryn ahollier MMJog sjohnson rmatthews isample Gretchen Jackson 10 000 MMJooo9 Sarah J Ronald M Ima S Caryn S Gretchen W Jack Y 214 102 2301 214 523 5632 123 456 7890 223 658 6589 rt 214 484 9559 214 456 6589 123 456 7890 0 658 6589 652 6528 2 568 6589 1 561 2358 956 8794 565 9874 CO Copyright 2009 2011 Oceanside Software Corporation User Manual p 1 Export Ah DN ae Ei Range gt The currently logged in user Sample User does not have a valid email address set in their user profile If you would like Sample User to receive reports via email you must set a valid email address for this user Would you like to set an email address right now Absolut Vodka 10 000 8 00 0 00 B 00 1 17 2012 3 20 PM Kai Oceanside Software Oceanside Software Sales by Revenue Center 5015
60. h the House Closeout The manager performing the House closeout will be provided with an employee checkout at this time A Preliminary Closeout does not affect your business day data It is a way to check your cash balance throughout the day A House Closeout must still be performed at the end of the business day See Figure 92 To perform a House Closeout 1 Enter Employee number 2 Enter the Desktop 3 Click Finance button 4 Click Closeout House 5 Answer the next few questions a Are you ready b Explain today s weather c Explains today s business d Would you like to continue e The system has determined you should have ____in total cash from all drawers and cash drops in the house Count the cash and press OK f If there are checks the system will ask you to enter the check amount 6 Amessage will pop up notifying you that a House Closeout will be performed and the system will perform a reboot Figure 93 7 Click OK 8 If there are NOT any tables open the system will print a house closeout along with the managers Employee check out 9 Thesystem will return to the log in screen If there are still tables open the system will list the users that have tables open Scroll through the user names to take note of the users that need to close their tables When the tables have been closed you may proceed with performing a House Closeout See Figure 94 User Manual January 2012 Copyright
61. hol sales This rate will not change the product s price but will be used in reporting to calculate your net Sales Inclusive Tip selects a tip rate from the list or create a new tip rate Inclusive tip rates are built in to the price of the product itself and are a form of auto gratuity In some instances establishments may want to include the servers tip into the cost of the product Surcharge Select a surcharge from the list or create a new surcharge This is an additional charge or payment Exclusive Tax Select a tax rate from the list or create a new tax rate Exclusive tax is referred to as sales tax This will be listed on the final payment screen of an order Revenue Type Revenue types can be specific i e Dairy Meat and Produce or General i e Alcohol Food and Beverage This data is used for the reporting purposes 11 Click Save Data button 12 Once the data is saved the system will return to the item located at the very top of the list 13 If you choose not to make any changes click Exit Edit button See Figure 18 To delete a Forced Modifier 1 Scroll through the Existing Forced Modifiers 2 Select the correct Modifier to delete 3 Click on it and Click Delete Forced Modifier Forced Modifier Groups 1 Enter Employee number 2 Click Desktop button 3 Click System button User Manual January 2012 4 5 6 7 8 9 Copyright 2009 2011 Oceansid
62. ical Weighting 10 Choose Group items from Available Mods section 11 Click Add Selected button 12 Click Save Data button 13 Once the data is saved the system will return to the item located at the very top of the list 14 If you choose not to make any changes click Exit Edit button See Figure 24 Figure 26 Figure 27 To delete an Exception Modifier Group 1 Click Edit Form button 2 Scroll through the Existing Groups 3 Find the correct Exception Modifier Group to delete 4 Click on it and Click Delete Modifier Group User Manual January 2012 AP Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals 10 Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration D APN Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervais 10 Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 1s System Configuration Copyright 2009 2011 Oceanside Software Corporation User Manual Exemption Modifiers Availabl 0 00 Blackened 13 a il Blackened Remove Selected gt lt Add Selected ait Save Data New Modifier Group Deiete Modihier Group New Modifier Delete Modifier
63. ide Software Corporation User Manual New table Jason C Jason HexCore 8 1 2013 10 32 AM Desktop Table Figure 67 PRODUCT Bud Light Appitizers corona Salads GN Entrees Pastas iy ai Bottle Beer Wine Drinks A M Excpn Mod ify Figure 68 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual EE PRODUCT Bud Light Corona GEET EI Entrees Pastas Repeat Quantity Figure 69 Jason Cc Jason HexCore 8 1 2013 12 06 PM Cf rs e SE John H Timothy Kam jcam nsfer T New Tapis Time cioen Finance System Reports Figure 70 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Desktop ORDER ID OPEN EID CLOSE EID FCUSTOMERIFTABLE OPEN DATE CLOSED DATE GUESTS CHECKS STATUS ZC i e a Ss Jee m Fe mee P e ee i S GE H s en Joeneen ep bk emsa fn fr Jon Figure 71 Jason HexCore PR D View Filter Open Orders Closed Orders All Today By User User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Payment Screen The Payment screen allows the user to select the type of payment for any transaction You can use multiple payment types on one order by selecting the type of payment and keying in the specific amount you d like to pay with that for
64. if editing Click keyboard icon 10 Enter the Group Name a Existing Groups are the Modifier Groups previously entered into the system To make changes to these click edit form select desired group and edit the data Click Save data b Group Price Per Choice is a price based on the forced modifier chosen If you choose not to use the group pricing leave it blank and make sure to enter a price for the item in the forced modifier section c Use Age Verification For legal reasons this feature has not been activated Can Discount Group allows a user with the proper access levels to discount the items included in the group e Apply Group Pricing check this box to apply the price to the whole group f Order by Position activates the individual menu position located under Forced Modifier Section of the bottom portion of the screen g Menu Position allows you to choose the groups place in the menu order screen This is not a required entry and will default to alphabetical order if not selected To enter a position of 1 on the menu you must enter the highest number i e 100 or 1000 the system will recognize this as a weight and will synchronize the products according to their weight All other items without weights will be categorized alphabetically To activate this positioning refer to Menus under Order Product Groups by Numerical Weighting 11 Choose Group items from Available Products section 12 Click Add Selec
65. ith the same name or similar names 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click Pay Grades button 6 Click Edit Form button 7 Click New Pay Grade button 8 Click on the keyboard icon 9 Enter the name of the Pay Grade 10 Tab to Enter the Rate of Pay 11 Click Enter button a Ifthe Employee is Salary check the box that is labeled Is Salaried The screen will automatically remove the boxes that are not applicable b If the Employee is eligible to receive overtime check the Box that is labeled Is Eligible For Overtime Pay 12 Click Save Data button 13 Once the data is saved the system will return to the item located at the very top of the list 14 If you choose not to make any changes click Exit Edit button To delete a Pay Grade 1 Click Enter button 2 Scroll through the Pay Grades in the very top of the screen 3 Find the correct Pay Grade to delete 4 Click on it and Click Delete Pay Grade See Figure 6 Figure 7 Figure 8 Figure 9 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Pay Grades PR Desktop Job Codes 2 Access Levels Not Assigned Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing intervals Products Menus 12 Auto Gratuity 13 Dayparts
66. itional processing fees upon using this feature See Figure 71 How to place an order 1 Choose table number 2 System will be asked to enter party count If feature is undesired and user would like to switch this feature off please refer to Kiosk configuration for directions under Prompt for party Count 3 Party count will appear as seats to switch through seats click on the seat number 4 To add an additional seat click New Seat button Begin choosing your menu items Refer to Figure 68 1 Order Display Screen displays all the items that have been placed on the order This section is color coded to indicate which items have gone to the printer RED and which have not BLUE Notice at the top of the display screen the column a Oty the number of times the item has been ordered b INS is an abbreviation for instruction for the kitchen and refers to the buttons Delivery Takeout As Appet Don t Make and Hold c Product a description of the product Price EA the price of each item ordered on that line This is not the sum total price for the quantity 2 Product Groups the middle section of the screen are you main Product Groups Grouping products on this page makes it easy to navigate through the many products your menu could contain 3 Products Inside of the Product Groups are your Products These buttons serve as the specific item being ordered User Manual January 2012 Copyright 2009 2011 Oceans
67. l January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual FAQ kel Q How do I reprint a receipt e A Printing receipts options are located on the payment screen From your Desktop Click Order History Click on All Today choose the Transaction Click View The printing options are located at the top of the screen LE ee Zen E e Q How do I open the cash drawer without processing a transaction e A e There are two ways through the Time Clock Screen as well as the Payments Screen e Q don t have my Manager Mag Stripe card How do I log in e A Another user with access to the BOH must sign in and change the access settings 1 Access the BOH System 2 Access Levels Disable Require User to use a Mag card to Login and save 3 Lock the terminal 4 Allow the user without the mag stripe to sign in using their employee ID number 5 Set a new Magnetic Password Q I ve printed an item under products but it s not showing on the order screen A In order for an item to appear on the order screen it must first be attached to a Menu See Products 10 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Q How do I change the price of an item A If the item is a product you must search through the products find the product you wish to change and change in the BOH screen under Products See Prod
68. l days that apply and set the Days time by clicking on the button that says Set Day Time To set all days Click on the Set All Times button a Apply at Purchase Upper Limit Check this box to activate an Auto Gratuity at a certain check ticket total b Upper Ticket Amount Choose a total that will be the minimum amount that the Gratuity will be charged 14 Click Save button 15 Once the data is saved the system will return to the item located at the very top of the list 16 If you choose not to make any changes click Exit Edit button See Figure 49 Figure 50 To delete an Auto Gratuity 1 Click Edit Form button 2 Scroll through the Auto Gratuity Timeframe 3 Select the correct Timeframe to delete 4 Click on it and Click Delete Auto Gratuity User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Auto Gratuity Desktop Job Codes Not Assigned 15 000 2 Access Levels Pay Grades Users Set Monday Time Set All Times Set Tuesday Time 10 06 AM 10 06 AM User Roles 10 06 AM 10 06 AM Printers 10 06 AM 10 06 AM Set Wenesday Time Forced 10 06 AM 10 06 AM Modifiers Exception 10 06 AM 10 06 AM Modifiers Set Thursday Time Set Friday Time 10 06 AM 10 06 AM Set Saturday Time Pricing intervals 10 06 AM 10 06 AM Set Sunday Time Products Menus Auto Gratuity 13 Dayparts 14 Credit
69. m of payment Then perform the same action for the second payment You can perform as many splits as you want until the ticket is completely paid The payment screen is accessed through the order screen Desktop returns the user back to the home screen Open Drawer Opens the cash drawer without having to make changes to the order Finance returns user to finance screen where the user can make changes to the processed orders Refer back to finance on page 105 Order Screen returns user to order screen to add items to order Gift card Balance to check a gift card balance click Gift Card Balance and swipe the Gift Card The system will show the balance Print Balance the balance of the order without tax or any form of payment Itemized Receipt the receipt for payments including tax and all other payment forms Pay by Check allows for you to enter the amount tendered and opens the drawer to insert the check Split Check allows user to add an addition check as well as exchange items from one check to another a Twoitemized screen columns appear on page click New Check or check number on one side b Click New Check or the number of the desired seat to adjust c Click on the menu item to be transferred Transfer to on opposite side by pressing the appropriate arrow key Voice Auth a manual form of payment that requires getting an authorization code by calling your payment processor or on line through your remote
70. n The green font indicates the field s that must be filled before you can save the data Store Identifier this number uniquely identifies your location and should not be edited or deleted This information will be installed initially by your installation representative Screen Saver Timeout Seconds this feature allows for a variable time to be selected before POS screen saver default turns on If there is a steal screen with no interaction for the allotted time the system will detect no activity and lock the user screen for protection Print Job Timeout Seconds This feature sets a limit to the amount of time a printer can print a job before it times out Business Start Day of Week Insert the beginning day of your business week Business Start Time of Day Insert the start time of your business week Print Employee Checkout with SO sales This feature is designed to acknowledge all employee s that have a O total in sales and print the employee checkout Without this option checked the employee checkouts that have SO in sales will not print Send Order on Screen Saver Timeout This feature gives an option to send an order to be filled if a newly placed order has been detected with no activity Choosing this option will only affect orders that are interrupted by screensaver timeout mode due to inactivity Can Accept Tips allows for the tip entry to be included on the receipt Receipt Top Line1 2 3 and 4 are formulated
71. n See Figure 34 to review required entries d Existing Products are the Products previously entered into the system To make changes to these click edit form select desired item and edit the data Click Save data Remove from the menu when Zero if you select this box the system will remove the item from the menu when the countdown reaches zero When the inventory is refreshed uncheck the box Current Count down to zero in the case you have a limited amount of items in inventory you may enter the count in the box provided Assign Printer Group this determines where your product will print when ordered from the order screen and sent to be made Refer to Printers 6 to configure the printer paths Price indicates the cost of the item If the item will be included in a group price then you will not be required to enter a price Forced Modifiers Forced modifiers allow you to force the server to pick from a preset list of suggested or acceptable items on the menu Forced Modifiers are created under the Forced Modifier tab but attached here at the product level i e if you want an Entr e to have sides you will enter the entr e in the products tab and then attach the sides Forced Modifier to it from the Products screen See Figure 35 UPC is a feature that allows you to store the UPC information on the product level This will be used for in house purposes and is not a required entry SKU is a feature that allows you
72. n the check C Discount discounts can be applied to the whole check or an item from the check A dialog box will prompt the user to select a preconfigured reason from the list below Based on the configuration of your discount the system will apply the discount automatically or prompt you to enter a certain amount That discount will show under the Discounts You can scroll through these and delete them as well See Figure 77 Figure 78 D Comp Item s this dialog box will prompt the user to select a preconfigured reason from the list below Based on the configuration of your comp the system will apply the discount automatically Refer to Discounts 18 to learn more about configuring new comp reasons See Figure 79 E Void item s the system will void the item highlighted The item voided will be removed from the payment screen F House Payment House Accounts refer to any credit awarded to another company vendor or patron This feature insures that you can keep track of the credits or advances awarded to your establishment Check on Card requires that you swipe the credit card on the order screen This creates a head of table which can be used later on in the payment screen The credit card holders name will appear on the desktop under the table number This card information is stored and ready for when it s time to pay for the order Press the Card on Check button to pay with the card swiped previously Note This pa
73. of the user s page click Edit 4 Click on the New User button 5 Enter the required information indicated by green font 6 Click on the checkboxes to show the Super User password and General User password Do not set a Super User Password It is depreciated and usually causes more trouble than it s worth a Screen Name should be a Name that is desired to be displayed on the screen as well as receipts i e John Doe s Screen name would be John D b User Name will be used as the entry name for anyone that is granted privileges to the back office i e JDoe 7 Enter a password for both access levels Note that the general user password must be at 4 numbers in length The super user password must be 7 or more alpha numeric characters in length contain both alphabetic and numeric characters Characters cannot be the same as the last 4 passwords that have been used 8 Click Save Data 9 Click User Roles 10 Refer to User Roles 5 for further instructions on assigning user roles 11 At this point you will no longer be able to access the BOH page without the administrative username and password See Figure 1 Figure 2 User Manual January 2013 Copyright 2013 Redfish Point Of Sale User Manual Administration Password APR Desktop Cameron Kelley 4 Camero Job Codes OPON 2 Kelle Access Levels y kelley Pay Grades Users Use
74. ontain a computer generated password Click on the keyboard icon 10 If you would like to change the password tab down until yellow highlighter reaches the area of desired password box 11 Enter the required information into the highlighted areas a Screen Name should be a Name that is desired to be displayed on the screen as well as receipts i e John Doe s Screen name would be John D b User Name will be used as the entry name for any user that is granted privileges to the back office See Figure 2 12 Click Enter 13 Click Save Data button User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual 14 Once the data is saved the system will return to the item located at the very top of the list 15 If you choose not to make any changes click Exit Edit button 16 Your New User will appear in the User Roles section of the back office system To delete an Employee 1 Click Edit Form button 2 Scroll through the Employees in the very top of the screen 3 Find the correct Employee to delete 4 Click on it and Click Terminate User See Figure 10 Figure 11 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual User Setup APR Desktop Not Assigned Not Assigned 2 D Job Codes Not Assigned 2 Not Assi d Access Levels t A Not Assigned Pay Grades
75. op button 3 Click System button 4 Enter Super User ID and password 5 Click House Accounts button 6 Click Edit Form button 7 Click New House Account button 8 Click the keyboard icon 9 Tab down to enter the desired information 10 Click Enter 11 Check the applicable boxes a Status This allows the system to recognize the house as an active Account that will appear on the list displayed from the payment screen b Limit Type the no high limit means that there will not be a balance limit on the account If a limit is set in the Limit Amount a warning box will appear that say The transaction was declined with a status code of EXCEEDS HIGH LIMIT 12 Click Save Data 13 Once the data is saved the system will return to the item located at the very top of the list 14 If you choose not to make any changes click Exit Edit button See Figure 61 To delete a House Account 1 Scroll through the Account Name 2 Select the correct Name to delete 3 Click on it and Click Delete House Account User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation 8User Manual House Accounts PA 16 KIOSK Configuration Hotel Voucher 17 KIOSK Gratuity Map Shelly 18 Discounts Timothy 19 House Accounts Hotel Voucher d 1 000 00 For employee rooms N a ke Tei DL 4 d Te 1 NW TT
76. ort features the job tiles Date and time of clock out breaks hours rate of pay overtime pay tips and the total pay for the time period This report also renders a distribution of pay chart See Figure 101 Adjust Time Punches adjustments can be made here to the time that an employee clocked out for any set day a Select your range of dates to display b Select a time to adjust c Click Adjust d Select the clock out time and date Emailing Reports allows you to email a report to the current logged in user The user must first be entered in the BOH under the Users tab and an email address must be entered in 1 2 3 4 5 Click on the report you would like to email Select the date Click on the Icon that represents the format type Click Save or Email See Figure 103 Figure 104 If an email address is not listed in the employee s file the system will prompt you to enter a valid email Figure 105 Figure 106 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Reports PS 1 agg r a mn 1 10 2012 1 35 PM Oceanside Software Oceanside Software Master Sales Report 5015 Addison Cir Addison TX 75001 owered by Oceanside Software Corporation 12 28 11 3 41 PM to 01 06 12 3 49 PM Snapshot Gross Sales 2 593 77 Check Average 132 62 Check Count 14 Regular Pay 1 720 61 Net Sales 1 856 65 PPA 17 03 Guest Count 109 Overtime Pa
77. ough the Access Levels in the very top of the screen 3 Find the correct Access Levels to delete 4 Click on it and Click Delete Access Level When deleting an Access Level make sure there are no users attached to the Access Level If they re users attached they will not be able to enter into the system with their user password See Figure 5 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Access Levels Job Cod 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers a E a C4 a a a Pricing Intervals a g Products Menus 12 Auto Gratuity Dayparts 14 Credit Configuration j save ccess Levelfipeclct 15 System Configuration v User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Pay grades 3 Pay grades are rates at which an Employee is paid Several Employees can use the same pay grade without it affecting the grade of another i e if all of your employees are paid 10 then you can assign them all to that pay grade In the event you have a Salaried Employee enter the yearly salary earned The green font indicates the field s that must be filled before you can save the data The red numbers to the right of the Pay grades name is the unique data base ID number that helps to Bartender 4 65 6 v identify items w
78. oup of items that you choose not to print A good example of something going to a null printer would be an item that doesn t require preparation by the kitchen or the bartender such as a beverage that can be prepared by the server i e drink station items 12 Click Enter 13 Select printers under Available Network Printers 14 Click Add Selected button 15 Click Save Data button 16 Once the data is saved the system will return to the item located at the very top of the list 17 If you choose not to make any changes click Exit Edit button See Figure 15 Figure 16 Figure 17 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual To delete a Product Printer Group 1 Scroll through the Printers and choose the Printer Group you want to edit 2 Select the correct Printer Group to delete 3 Click on it and Click Delete printer When deleting a Printer you must re assign a printer to the terminal it was attached to Refer to the Kiosk Configuration section for further direction User Manual January 2012 aN Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 1 System Configuration gt APR Desktop Job Codes 2 Access Levels Pay Grades Users User
79. our 75 Users e EW Remove Selected gt lt Add Selected User Roles Forced h gt r n 2erc Assign i Not Assigned Modifiers Exception wn te KH Not Assigned Modifiers Grilled Steak Salad e Not Assigned Pricing Products aiina Kitchon 1 n 7 FE AR A CR eg A Af A z APENA KM AD pA GV E R Auto Gratuity Dayparts a eS See xII gi Configuration Save Data Pay Grades 1s System Configuration v PR Deskt e sen Products Available Pre Entrees 2 sl Assign Exception Mods Siler A vailable Job Codes Assign Price Intervals Ge n Access Levels e Pay Grades EA Users User Roles Printers a Forced z 2 o Not Assigned Modifiers Exception gt Not Assigned Modifiers Grilled Steak Salad i Not Assigned Pricing Products Assign Kitchen 1 i Foods iail Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration Exit Edit save Data New Product Gri Up Hete Product Groug New Product Delete Product is System Configuration User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual aN Desktop LEntrees sl Assign Exception Mods Job Codes Assign Price Intervals Access Levels 3 Pay Grades d Users User Roles Printers Modifiers Assign g Pricing Intervals Products Pen Kichen 0 Modifiers Grilled Steak Salad Not Assigned Menus 12 Auto Gratuity 13 Day
80. parts 14 Credit Configuration save Data New Product Gri Up Delete Product Gro New Product Delete Producti is System Configuration ae User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Menu Positioning Menu positioning is a feature that allows you to position Product Forced Modifiers and Exception Modifiers and their groups in a certain order based on the numerical weighting given This is not a required entry and will default to alphabetical order if not selected To enter a position of 1 on the menu you must enter the highest number i e 100 and the system will recognize this as a weight and will categorize the products according to their weight The Order of priority is Highest to Lowest All other items with lower numbers will be listed in descending order Without weights the items will be categorized alphabetically To begin weighting your groups you must first determine what level at which you want them weighted 1 The item level i e Product Exception Modifier Forced Modifier 2 The Group Level i e Product Group Exception Modifier Group Forced Modifier Group 3 The Menu Level i e choosing a Menu to apply the weightings Item Level Menu positions for products exception modifiers and forced modifiers can be applied to each of the three pages Enter a weighting number in the Menu Position Select the Group the product is in Entr e s and check the box
81. processing gateway This process will typically be the last resort for payment if the card cannot be authorized electronically Payment Methods touch click directly on image for cash Swipe the credit card for credit transactions Do not click the credit card icon unless you are paying manually See Figure 72 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual There are 5 forms of Payment 1 2 3 4 5 Checks can be applied to the entire check as well as a partial payment Cash can be applied to the entire check as well as partial payment Credit can be applied to the entire check as well as partial payment A Simply swipe your form of card payment See Figure 74 B Only manual entries will require you to click on the credit card icon and enter the information manually See Figure 73 Other Payment options A Checks by seat each seat created can be paid individually The system will automatically distribute the check balance throughout the seats so that each seat pays their own check Several checks will appear in accordance to the exact amount of seats B Equal Receipts equally divides the check into equal payments represented on the individual receipts See Figure 75 Figure 76 1 Reprint equal repeats the quantity entered into the system upon clicking Equal Receipts 2 Remove equal removes the equal payments and the system defaults to accept the full amount o
82. r Roles Printers Forced Modifiers Kelley C Exception 07 27 13 Modifiers fers Pricing Set Hired Date Intervals Cc nr gt 10 Products Set Birthdate Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration is System Configuration gt al User Manual January 2013 AA Desktop Job Codes 2 Access Levels 3 Pay Grades Users 5 User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals 10 Products 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration ae Copyright 2013 Redfish POS User Manual Super User Password User Manual January 2012 Copyright 2013 Redfish POS User Manual Job Codes 1 The Job Code represents the category of the Access Level The main function of the Job Codeis to set names that identify the physical function of its category i e server manager or bartender You will have an opportunity to list the permissions in for each employee in the Access Levels This is a preliminary step to entering a list to the system about which job codes you will use The green font indicates the field s that must be filled before you can save the data 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Job Codes 6 Click on Edit Form button 7 Click on New Job Code but
83. rd 7 Italian 8 Remove Selected gt lt Add Selected E Not Assigned Baked Potato i Not Assigned State A RE 0 AR D A AD CR LR AS D i Foods SS es Cn ANCO xi af Mole W save Data WNew Modifier Group oditier Group New Modifier N bDelete Modifier Chosen Mod e Available Baked Potato 10 j La Honey Mustard 7 H Italian 8 Remove Selected gt lt Add Selected om PNot Assigned Not Assigned New Modifier roup jeilete Modifier Group New Modifier Delete Modifier User Manual January 2012 APR Desktop Job Codes 2 Access Levels E Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration ae Copyright 2009 2011 Oceanside Software Corporation User Manual Avatiable Remove Selected gt Baked Potato 10 Le Baked Potato Pe Kitchens Til Go ve Latoalgehew Moditier Grouib tiotetec hMocdbertGroun talian 8 New Modifier Delete Modifier lt Add Selected User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Exception Modifiers 8 Exception Modifiers allow you to pick from a preset list of suggested or acceptable items under Exception Modify tab on order screen This feature is
84. ricing intervals Products Menus 12 Auto Gratuity 14 Credit Configuration Save Data is System Configuration User Manual January 2012 Figure 52 Copyright 2009 2011 Oceanside Software Corporation User Manual Kiosk Configuration Credit Configuration 14 This feature determines the way in which you will be processing credit card transactions Editing the processor configuration more than likely will be entered in by the representative initially setting up your POS system A representative will have provided you with the processing Gateway URL Gate way ID and Transaction Center ID information This information is critical to the performance of your system and should not be edited See Figure 53 AA Desktop CreditCard 1 eg ercury b 2 Access Levels 3 Pay Grades Users MTMINIMSRHID 5 User Roles Printers Forced Modifiers Exception Modifiers Pricing intervals Products Menus 12 Auto Gratuity 3 Dayparts 14 Credit Configuration is System Configuration ae User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual System Configuration 15 This section defines the software s processes and devices that compose the system and its boundaries The following functions are controlled by the System Configuration Printers receipt information default timers screen saver house checkout options and screen calibratio
85. ries in the item j Inclusive Tax select a tax from the list or create a new one Inclusive tax rates are built in to the product itself and are often used in conjunction with alcohol sales This rate will not change the product s price but will be used in reporting to calculate your net sales k Inclusive Tip select a tip rate from the list or create a new tip rate Inclusive tip rates are built in to the price of the product itself and are a form of auto gratuity In some instances establishments may want to include the servers tip into the cost of the product Surcharge Select a surcharge from the list or create a new surcharge This is an additional charge or payment m Exclusive Tax Select a tax rate from the list or create a new tax rate Exclusive tax is referred to as sales tax This will be listed on the final payment screen of an order n Revenue Type Revenue types can be specific i e Dairy Meat and Produce or General i e Alcohol Food and Beverage This data is used for the reporting purposes 11 Click Save Data button 12 Once the data is saved the system will return to the item located at the very top of the list 13 If you choose not to make any changes click Exit Edit button See Figure 24 To delete an Exception Modifier 1 Click Edit Form button 2 Scroll through the Existing Exception Modifiers 3 Find the correct Exception Modifier to delete 4 Click on it and Click D
86. ry 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Employee Checkout Employee Checkout is designed to keep account of all employee transactions At the close of the day the manager will run a House Closeout and balance all Employee Checkouts with the final House Closeout to insure all money is accounted for A Clock Out will automatically prompt for a Cash Tips entry and then the system will perform an Employee Checkout This procedure is being implemented to ensure proper employment documentation All tables must be closed before an Employee Checkout can be performed To perform an Employee Checkout 1 Enter Employee number 2 Click Time Clock button 3 Click Clock Out 4 Enter the cash tips 5 Click OK 6 Aprint out of the checkout will print See Figure 88 Figure 89 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Employee Checkout Ima Ss Gs SH 1 17 2012 3 06 PM Desktop ns Start Break SL CE Pay Cash In Pay Cash Out Set Magnetic Password y Cash Start Cash Drop User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Finance The Finance tab can be accessed through the Desktop or on the payment screen 1 Enter Employee number 2 Click Desktop button 3 Click Finance button The Financial screen allows for changes to b
87. ser to reference a dish with a memo The memo will appear under the item it was applied to 4 Split Seat allows user to add an addition seat as well as exchange items from one seat to another a Two itemized screen columns appear on page click New Seat or Seat number on one side b Click seat number of desired seat to adjust c Click on the menu item to be transferred and transfer to on opposite side by pressing appropriate arrow key 5 Lock locks the Kiosk to login screen 6 Send Order sends the items ordered on screen without locking closing order User can continue to place orders if necessary Sent items will turn red while unsent items will remain blue 7 New table exits out of the current table and displays dialog box to enter a new table number Items chosen in previous order will be sent to kitchen at this time 8 Print Subtotal prints the subtotal for all of the items that have been ordered on the current screen 9 Bar Seat opens a bar table Screen will display dialog box to enter bar table number 10 Table name is an option to enter a name for the table 11 Delivery notes that the item must be delivered DLV 12 Takeout notes that the item is a takeout TKO 13 As Appet Notes that the item will be served as an appetizer and should be made and served first APP 14 Don t Make notes that the item should not be made DTM 15 Hold holds the item being ordered until the hold is removed It
88. similar to Forced Modifiers with the exception of the server being Forced to choose a selection The server now has options to modify an item or exit modifications and continue with the order This tab appears on the order screen Exception Modifiers can be attached on the Products page The green font indicates the field s that must be filled before you can save the data The red numbers to the right of the Exception Modifier name is the unique data base ID number that helps to identify items with the same name or similar names Exception Modifiers 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Exception Modifiers 6 Click Edit Form button 7 Click on drop down tab for Existing Groups if editing 8 Click New Modifier button 9 Click keyboard icon 10 Tab down to Exception Modifier Name and complete product information d Existing Exception Modifiers are the Modifiers previously entered into the system To make changes to these click edit form select desired item and edit the data Click Save data Remove from the menu when Zero if you select this box the system will remove the item from the menu when the countdown reaches zero When the inventory is refreshed uncheck the box Current Count down to zero in the case you have a limited amount of items in inventory you m
89. st Today s calendar day is Tuesday 01 10 12 Please We in mind that a business day can span multiple calendar days and a calendar day can contain multiple business days depending on when and how often you perform a house close out Friday 01 06 12 3 49 PM STILL OPEN Friday 01 06 12 3 49 PM Friday 01 06 12 3 49 PM Wednesday 01 04 12 3 28 PM Friday 01 06 12 3 34 PM Thursday 12 29 11 1 40 PM Wednesday 01 04 12 3 24 PM Thursday 12 29 11 11 31 AM Thursday 12 29 11 1 36 PM Thursday 12 29 11 10 47 AM Thursday 12 29 11 11 24 AM Wednesday 12 28 11 3 41 PM Thursday 12 29 11 10 44 AM User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual PEUT feat Prat KS Lil Lal Ke Ke LES RAI Aba Totals for All Employees Net Sales for Period Gross Sales for Period Gross Sales to Labor Ratio EE 32 064 82 Net Sales to Labor Ratio Distribution of Pay Manager 4 625 60 79 21 Cashier 572 03 9 80 Figure 101 Export D Oceanside Software 5015 Addison Cir Addison TX 75001 Powered by Oceanside Software Corporation of Promotions 76 687 S Product Name Bottle wine LG Breakfast Quesadilla 5 965 Omelette 3 449 SM Breakfast Quesadilla 2 590 Coffee 1 704 Orange Juice 1 453 With Coffee 1 380 Combo 2 0 345 Combo 3 0 324 Hash Browns 0 203 Totals for Ima Sample of Promotions 34 10 Fi
90. t been closed by pressing the close table button b Closed Orders all closed orders have had a payment applied to them and have been closed by clicking the Close Table button c All Today displays all the transactions for the day d By User tracks orders by the user s ID The UserID can be located in the BOH under the user tab in user name section Actions for Order History 1 View allows the user to view the payment screen Changes cannot be made when viewing the payment screen 2 Reopen to reopen an order allows for the user to view the order screen as well as make changes to the payment screen With an acceptable access level Void Payments will void the payment applied to the order and allow for another payment to be applied Once an order is reopened the table must be closed before a House Closeout can be performed Order History Data 1 Order ID an order ID is a unique number that helps to identify each table that has been opened This unique identifying number can be found on the receipt under TRID 2 Open EID Employee ID or User Name the employee that opened the Order Access to the employee ID can be found in the BOH System under Users 3 Close EID Employee ID or User Name the employee that closed the Order Access to the employee ID can be found in the BOH System under Users 4 Customer the customer refers to the Table Name that can be entered from the Order screen This feature allows
91. t in the box provided d Assigned Printer Group is the specific printer you would like the forced modifier to print on If the kitchen printers are grouped in terms of stations i e cold hot you will want to indicate that on the printer name under printers e Price indicates to cost of the item If the item will be included in a group price you will not be required to enter a price User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual PLU is a feature that allows you to store the PLU information on the product level This will be used for in house purposes and is not a required entry UPC is a feature that allows you to store the UPC information on the product level This will be used for in house purposes and is not a required entry SKU is a feature that allows you to store the SKU information on the product level This will be used for in house purposes and is not a required entry Menu Position is a feature allowing you to place the item in a certain order on the order screen This is not a required entry and will default to alphabetical order if not selected Refer to the section Menu Positioning Calorie Count allows for the user to enter the amount of calories in the item Recipe this feature will be available soon Inclusive Tax selects a tax from the list or create a new one Inclusive tax rates are built in to the product itself and are often used in conjunction with alco
92. t to the kitchen when the screen saver is enabled want to have control to send my order to the kitchen How do disable this feature A This feature can be disabled by accessing the BOH System under System Configuration 15 Uncheck Send Order on Screen Saver Timeout Your orders can now be sent manually or by manually exiting out of the screen User Manual January 2012
93. ted 13 Click Save Data button 14 Once the data is saved the system will return to the item located at the very top of the list 15 If you choose not to make any changes click Exit Edit button See Figure 36 Figure 37 Figure 38 User Manual January 2012 1 2 3 Copyright 2009 2011 Oceanside Software Corporation User Manual To delete a Product Group Click Edit Form button Scroll through the Existing Groups Select the correct Group to delete Click on it and Click Delete Product Group User Manual January 2012 APR Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration awer AP Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration 15 System Configuration Copyright 2009 2011 Oceanside Software Corporation User Manual Bottle Beer 2 v 0 00 E EA Accian Not Assigned Products Assign Exception Mods Assign Price Intervals Chosen Produk FRE Fo lh AAR A AH PTET RR ANA A AF ea GER EH AR SD VW VE VEER HR A D Save Data Bottie Beer 2 bh 0 00
94. the process of opening a new table and placing a new order Time Clock this is designed to allow for the user to clock in and out for breaks and lunches set magnetic password open and claim a drawer pay cash in and out and print the last employee checkout This screen is the first screen after entering the employee number Finance this screen is used for reviewing or searching previous transactions checking your tip total and Closing out the House System Back of House Settings will allow the user to make changes to your menu printers user permissions and Kiosk configuration Reports Reports will allow you to take an extensive look into your Sales Discounts and Employee Payroll Data Merge Two Tables Merging tables will allow the user to merge two tables from any open tables Transfer Table Transferring a table is assigning a table to a different user See Figure 65 User Manual January 2012 Jason C TP Table 1 Kam Copyright 2009 2011 Oceanside Software Corporation User Manual Desktop Jason HexCore Lock TP Table 2 Te Table 3 Kam Kam PR v User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Order History Navigating to the Order History View Filter 1 Enter Employee Number 2 Click Desktop 3 Click Order History a Open Orders All orders that have been closed out These tables may have a payment applied but have no
95. to put the company address phone number fax number or any information company would like If section is left bank nothing will appear in place of it Receipt Top Message Insert any information you would like to appear on the top of the receipt Receipt Bottom Message Insert any information you would like to appear on the bottom of the receipt Calibrate Touch Screen This setting is required upon initial setup The software for the touch screen interface must learn which spots on the touch sensor overlay are aligned to spots on the screen This is called touch screen calibration To calibrate the machine normally you go through a procedure where you are asked to touch a target in three locations on the screen two User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual opposite corners and one central spot If a mis calibration occurs you must recalibrate to align the touch interface mechanism See Figure 54 Figure 55 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual System Configuration APN Desktop 41d6b10e 400e 4bf2 28ee cd8fc548d36a Redfish Bar and Grill 20001 Emerald Coast Pky Pay Grades ORE 8 30 PM Thanks for Visiting Users Job Codes 2 Access Levels Please Come Again User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13
96. to store the SKU information on the product level This will be used for in house purposes and is not a required entry Menu Position is a feature allowing you to place the item in a certain order on the order screen This is not a required entry and will default to alphabetical order if not User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual selected To enter a position of 1 on the menu you must enter the highest number i e 100 or 1000 the system will recognize this as a weight and will synchronize the products according to their weight All other items without weights will be categorized alphabetically To activate this positioning refer to Menus under Order Product Groups by Numerical Weighting See Figure 23 j Calorie Count allows for the user to enter the amount of calories in the item k Isa Gift Card check this box if the product is a Gift Card i Assign this product to a null Printer Group and enter the price as 0 00 ii Create a Product group Gift Card and only attach the product Gift card to it Inclusive Tax select a tax from the list or create a new one Inclusive tax rates are built in to the product itself and are often used in conjunction with alcohol sales This rate will not change the product s price but will be used in reporting to calculate your net Sales m Inclusive Tip select a tip rate from the list or create a new tip rate Inclusive tip rates ar
97. ton See Figure 63 Database Tools J Data Tools KIOSK H Configuration l B 7 KIOSK rails d Gratuity Map UNN 18 Discounts 19 House Accounts Syslog Viewer m e LEZ I 1 ED E J 1 rer L ml User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Chapter 2 Front of House FOH Training Mode Training Mode is designed to allow users to practice and familiarize themselves with the software While in training mode all features and functions are activated except for the credit card payment application This feature is disabled for security purposes and is in accordance with PA DSS requirements All editing in the BOH or FOH will not affect the data on the live database These two databases have been separated to dissolve any confusion about changes being made while in training mode To access training mode Enter 1 1 1 1 for Training Manager Enter 2 2 2 2 for Training Server Enter 3 3 3 3 for Training Time clock user You will know that you are in training mode by the TRAINING in red located on each screen When in doubt always lock your screen and log back in to begin where you ended To clear the data base and start fresh you can close out the business day and log in again This will not restart your terminal z a Manaae bal gk lelfe Lake 1 17 2012 2 37 PM User Manual January 2012 Copyright 2009 201
98. ton 8 Click on the keyboard icon 9 Enter a new job code name in the section highlighted in yellow e Cook Host Server 10 Click Enter button 11 Click the appropriate boxes to assign job privileges to the job codes Note Setting a user s job code to Is Manager will allow access to all capabilities 12 Click Save Data 13 Once the data is saved the system will return to the item located at the very top of the list 14 If you choose not to make any changes click Exit Edit button To delete a Job Code 1 Click Edit Form button 2 Scroll through the Job codes in the very top of the screen 3 Find the correct Job Code to delete 4 Click on it and Click Delete Job Code When deleting a Job Code make sure there are no users attached to the Job Code If there are users attached they will not be able to enter into the system with their user password See Figure 3 Figure 4 User Manual January 2012 Copyright 2013 RedfishPOS User Manual PR Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity i3 Dayparts 14 Credit Configuration 15 System Configuration D APR Desktop Job Codes 2 Access Levels Pay Grades Users User Roles Printers Forced Modifiers Exception Modifiers Pricing Intervals 10 Prod
99. u groups are groups of Product Groups that are attached to one menu Menu Groups must be attached to product groups in order to display on the order screen You can attach a group of products to the Menu Group under the tab Products By attaching a Menu Group to a Kiosk the Kiosk displays the saved Menu and the user has access to order from the Product Groups inside of the Menu Force the Order of a Product from a Chosen Group this feature is used to force a certain Product Group to the order screen for the server to choose from This feature might be helpful if there is a prerequisite for service The first box is designed to choose the product group The second box is designed to choose the product from the selected group Each seat or party count will be charged for forced item Auto Cash Receipt this feature allows you to print the receipt after every paid transaction Auto Itemized Receipt this feature allows you to print an itemized receipt after every paid transaction User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual i Auto Credit Receipt this feature allows the user to set the printer to print a specified number of receipts after a payment of a credit card j Auto Open Drawer this feature allows user to set the drawer to be opened after a payment has been received k Prompt for Party Count Required for Auto Gratuity this feature enables a pop up window to appear after th
100. u will see Available Intervals Select desired Available Interval 6 Click Add Selected button 7 Click OK 8 Click Save Data button 9 Once the data is saved the system will return to the item located at the very top of the list 10 If you choose not to make any changes click Exit Edit button See Figure 31 Figure 32 To remove a Pricing Interval from a product group 1 2 3 4 5 6 Click Edit Form button Select Product Group Click Assign Pricing Interval You will see Chosen Intervals Select desired Chosen Interval Click Remove Selected button Click OK User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Pricing Interval Desktop Not Assigned X Job Codes 2 Access Levels Not Assigned w ej E Pay Grades i Printers Set Start and End Times Forced Modifiers Users Exception Modifiers Pricing Intervals Products Menus 12 Auto Gratuity 13 Dayparts NM Credit Configuration is New Interval Delete Interval is System Configuration gt Desktop Not Assigned X Job Codes 2 Access Levels w EI 4 00 PM 7 00 PM rer Printers Set Start and End Times Pay Grades Users Forced Modifiers Exception Modifiers Pricing Intervals Products a BO VV VD VV Lens Los Lan Le E UD D VV vi D VV WE GER GR CR OR VD
101. ual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Kiosk Gratuity Map 17 This feature pairs a Kiosk to an Auto Gratuity When orders are made under a Kiosk that is enabled with Auto Gratuity the percentage chosen will appear on the customer receipt and factored into the total check amount Refer to Auto Gratuity 12 to create a new Gratuity After you have created an Auto Gratuity it will appear in the Available Auto Gratuity window 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click on Kiosk Gratuity Map 6 Click Edit Form button 7 Click on drop down tab for Kiosk and choose desired Kiosk 8 Choose from the Available Auto Gratuity window 9 Click Add Selected button 10 Click Save Data button 11 Once the data is saved the system will return to the item located at the very top of the list 12 If you choose not to make any changes click Exit Edit button See Figure 57 Figure 58 To Remove an Auto Gratuity 1 Click on Kiosk Gratuity Map 2 Click Edit Form button 3 Click on drop down tab for Kiosk and choose desired Kiosk 4 Choose from the Selected Auto Gratuity window 5 Click Remove Selected button 6 Click Save Data button 7 If you choose not to make any changes click Exit Edit button User Manual
102. ucts Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration is System Configuration Job Codes 3 E D Code Delete G E LU 5 Je ER LOCK nue gt CR CARS IPC GIE Te User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Access Levels 2 Access Levels define the permissions associated with the Job Codes When applying Access Levels to a Job Code you must name the Access Level the same as the Job Code so that the system recognizes the association between the two Managers Access Levels are all enabled Checking or unchecking a level other than Require User to use a Magcard to Login DO NOT apply to the Job Code Manager 1 2 3 4 5 6 7 8 9 Enter Employee number Click Desktop button Click System button Enter Super User ID and password Click Access Levels button Click Edit Form button Click New Access Level button Click on the keyboard icon A Enter the name given for the category Job Code into the Access Level e highlighted area i e Job Code Server Access level Server 10 Click Enter 11 Click on each box to activate preferred levels a Can View Reports allows for user to view daily reports under the reports tab on the open table screen b Require User to use a Magcard Login requires that the user be only allowed to use
103. ucts 10 Q I ve changed to product s price and it s still not reflected in the order screen A Make sure your product is not attached to a Group Pricing Group pricing can be located under Product Group You can remove the product of simply deactivate the group pricing feature See Products 10 Q I m having trouble with the touch screen how do calibrate the screen A In system Configuration of the BOH After entering the BOH click on the System config button then click the button that says Calibrate You will then be promted to perform a series of actions See System Configuration 15 Q Why can t close out the House A You may have tables open If there are tables open but payments have been paid return to the Desktop click transfer all open tables to your user and close them one by one See Transfer Table Q Why won t my items print to the kitchen after place an order A 1 Check to make sure the printer is on and the ethernet cable is in fact plugged in 2 Your Product may not be attached to a printer See Products 10 to attach a product to the correct printer group Q I m receiving an Error message Stale Print Jobs What do do User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual A You have print jobs that have not been able to print because a printer may be out of paper unplugged or are malfunctioning Q My orders are being sen
104. y 1 080 61 Total Comps 63 75 Comp Count 2 Regular Hours 80 00 Total Pay 52 801 22 Total Voids 267 94 Void Count 21 Overtime Hours 135 08 Labor Percent 150 88 Total Promos 405 43 Promo Count 7 Total Hours 215 08 Average Pay 13 02 Per Person Average PPA is based on the number of seats used Note Hours and paygrades thai calculate to zero pay are not included Sales Data Revenue Type Gross Sales No Tax Co mps Promos Voids Net Sales No Tax il Quesadilla 11 97 35 70 108 15 Beverages 1 645 27 386 46 197 25 1 061 56 Combos 193 21 2 00 22 50 168 72 Omelettes 165 75 0 00 0 00 102 00 Breakfast Sides 76 25 0 00 0 00 76 25 Gift Card 300 00 0 00 0 00 300 00 Burrito 57 46 5 00 12 49 39 97 Totals 2 593 77 405 43 267 94 1 856 65 Payment Transactions Tender Tips 1 rotal Visa e S62 77 66 63 5129 40 MasterCard 140 00 73 98 213 98 Discover 226 45 118 62 345 07 Hi KIOS 1 10 2012 12 52 PM Master Sales Sales by Day of Report Week Sales by V Sales by Sales by Sales by Print One Click Revenue Center Revenue Type Product Group Employee Sales Reports a beeen Promos by Promos by Promos by Type Voids by Comps by Type User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual 10 10 2011 1 50 PM Back Today This Week This Month This Year I mw Please select one or more business days from the li
105. y 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual AA 2 Access Levels 3 29 Short 8 8 Pay Grades ees 1 Users EI D LA User Roles Printers Forced PS B 13 x Modifiers e Exception IVe FFC Zeg a Not Assigned Modifiers Pricing Intervals Blackened Not Assigned Menus 12 Auto Gratuity 13 Dayparts 14 Credit Configuration Laut fi Save Data vew Modifier Gri Up Delete Modiher Gri Lt New Modifier Delete Modifier is System Configuration v User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Pricing Intervals 9 Pricing Intervals are periods throughout the day that can be arranged to project a different price than the default If there is an event promotion or discount that the establishment wants to automatically program during a certain period throughout the day this function would allow for that adjustment Several different Pricing Intervals can be created and attached to one or many product groups The green font indicates the field s that must be filled before you can save the data 1 Enter Employee number 2 Click Desktop button 3 Click System button 4 Enter Super User ID and password 5 Click Pricing Intervals 6 Click Edit Form button 7 Click New Pricing Interval 8 Selecta Discount type a Discount by Amount a whole dollar amount will be deducte
106. yment procedure is not encouraged because the establishments will incur additional processing fees upon using this feature See Figure 80 User Manual January 2012 Copyright 2009 2011 Oceanside Software Corporation User Manual Receipt Table 5 PRODUCT PRICE EA Catfish 21 95 Catfish 21 85 Last Four Cust Name Gratuity Enter the Expiration Date Figure 73 User Manual January 2012 Copyright 2009 2011 Oceans 2 eens eae zl SIS kees 533 JM F5 U 0 co mn 5 IC p How Many AR de Software Corporation User Manua ry 2012 Janua Copyright 2009 2011 Oceanside Software Corporation User Manual Order P ln A ai lt Subtotal 18 00 Surcharge 0 00 Prom Dis 0 00 en 1 49 Auto Tip 0 00 i Total 19 49 Balance 19 49 e Product s Discounts P m TT fv m Copyright 2009 2011 Oceanside Software Corporation User Manual D LUD CO T A L Would you like to discount the currently selected item or all items on the check that are discountable Comp Items DUDTOTaL 1H 0U Copyright 2009 2011 Oceanside Software Corporation User Manual 574 95 Authorizing a payment with the card on check should only be used when the customer leaves without paying their tab Credit card regulations prevent payment applications from storing sensitive track data that is requir

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