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Overview
In this manual, we will discuss the various functionalities within our F&B POS System. Use Case The F&B POS system is used in Dining Rooms, Snack Shops, and other areas of the Club (Bar for instance), where food and beverages are transacted. |
Content
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Accessing the Tool
To access the POS,
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POS Main Button Functionality
Top Row
1) Office - POS F&B ManualManual#Delete Item/Office - POS F&B ManualManual#Void Item - User can delete an item from the order providing it has not been sent to the remote printer. Button will change to Void Item once item sent to remote printer.
2)Office - POS F&B ManualManual#Add Message - User can add additional message or prep instruction for an Item.
3) Office - POS F&B ManualManual#Change Modifiers - User can add, change, and delete item modifiers.
4)Office - POS F&B ManualManual#Change Qty - User can change the QTY on an item (including making quantity negative for a credit).
5) Change Seat - If using seat positions, this allows you to assign or change the seat.
6)Office - POS F&B ManualManual#Add Ticket - Gives the ability to open another ticket without exiting the POS before completing the first ticket. You can move back and forth to all open tickets from the POS screen.
7) Delete Ticket - Will delete current ticket.
8)Office - POS F&B ManualManual#Upcharge Item - Will prompt for an amount to override and increase the price of the item.
9) Office - POS F&B ManualManual#Change Table - Use if a member wants to move to a different Table or Area or to join tickets.
10) Office - POS F&B ManualManual#Charge Tab - Button is used to capture Credit Card information at beginning of a transaction instead of waiting until settlement to swipe the card.
11) Office - POS F&B ManualManual#Save Pref - System will save how the member likes his/her item prepared with modifiers.
12) Quick Cash - One step process to close the ticket to Cash.
13) Quick Charge - One step process to close the ticket to Cash.
14)Office - POS F&B ManualManual#Close Ticket - Take users to a settlement screen with more closing options.
Bottom Row
15)Office - POS F&B ManualManual#Exit - Will exit the POS screen back to the main screen.
16) Office - POS F&B ManualManual#Discount Item - Gives users the ability to discount an item. Requires security rights.
17) Office - POS F&B ManualManual#Comp Item - Give users the ability to comp an item. Requires security rights.
18) Multi-Off - Used in conjunction with Delete Item, Void Item, Discount Item, and Comp Item; when (ON) users can select multiple Items.
19) Office - POS F&B ManualManual#Change Course - If using coursing, user can use this to change the default course for an item.
20) Office - POS F&B ManualManual#Get By Bin - Used to lookup Wine bottles by Bin Number.
21) Office - POS F&B ManualManual#Reorder Item - Used in conjunction with Multi Select (On) to reorder items already ‘Sent’.
22) Office - POS F&B ManualManual#Cover Count - Used to change the cover count at any time.
23) Office - POS F&B ManualManual#Change Member - Used if the member to be billed needs to change for any reason.
24) Office - POS F&B ManualManual#Coupon Lookup - This button will turn Green to alert the server if the member has a promo coupon available to redeem.
25) Office - POS F&B ManualManual#Print Ticket - Prints the pay receipt ticket for signature prior to closing the ticket.
26) Office - POS F&B ManualManual#Split Ticket - Used if more than one ticket is required on a transaction and to edit separate tickets.
27) Office - POS F&B ManualManual#Send - Will send order to remote printers.
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- If you have more than one item to delete, follow the Multi-Select (On) instructions.
- Delete Item button only displays if you have not sent the item. Un-Sent items will be listed in Black.
- The button name changes to Void Item if an item has been sent and will display in Red.
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Note: If you have more than one item to delete, follow the Multi-Select (On) instructions.
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Note: If you have more than one item to delete follow the Multi-Select (On) instructions.
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Note: If you have more than one item to delete follow the Multi-Select (On) instructions.
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2) Highlight all the items by touching or clicking the Item. Select one of the functions below and follow their respective instructions (These are the only functions that can be used in combination with Multi (On)).
a) Office - POS F&B ManualManual#Delete Item
b) Office - POS F&B ManualManual#Void Item
c) Office - POS F&B ManualManual#Discount Item
d) Office - POS F&B ManualManual#Comp Item
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Item Categories and individual Items can be set up with a default course number and changed at any time before using this function.
The system will automatically draw a line divider between courses on the Send Ticket.
There are a few two setting that need to be turned on for coursing to work. Please see our Coursing manual for more instructions. This is enabled in the Area's POS Options connected to the currently accessed POS device. Click Here to learn how to enable coursing and firing. The toggle checkboxes are numbers 36 and 37.
Anchor Get By Bin Get By Bin
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Print Ticket
Print Ticket is used when you want to print a receipt before closing a ticket. This will print out the Pay Ticket when selected. Most often used to acquire a signature prior to closing the ticket.
1) In POS ordering screen, select Print Ticket to print out the Pay Ticket.
2) Select Exit when finished.
Notes:
Use Print Ticket to give the customer information on the charges and to get a signature before closing the ticket.
The Pay Receipt can be modified to display discounts, service charge, additional tip, and taxes in a few different formats.
You also have the option to have messages, minimum balances, store credit balances, and other information included on the pay receipt.
See Office - POS F&B ManualManual#Print Preview as an alternative to Printing directly.
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From and To Dates - enter the start and end date to narrow down the search.
Enable Multi Select more than one ticket to print.
Show Dependents - if selected, the system will display all family member tickets. If unselected, only the tickets rung under the member selected will show.
Area name will be the name of the Area you have the ticket open.
The tickets listed will be tickets that were closed in that Area only.
To see tickets closed from a different Area, select the Area button, select the applicable Area.
It is important to remember that if you do not see an Area listed, then the member has NO closed tickets in that Area.
Member Name and Number is displayed at top right corner; you can click on the name to search a different member. When you hit cancel it will take you back to the ordering screen and the original member will still be displayed.
View Ticket - ticket detail can be viewed on the right middle of the screen; highlight the item to view ticket details and select View Ticket.
Print Settle Receipt and Print Pay Receipt; you can reprint a ticket from history at any time.
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- Select Print Ticket or Print Pay Receipt from the Close Ticket screen.
- Select Print Ticket or Print Pay Receipt from the Close Ticket screen.
- The Print Preview - Pay Ticket prompt will display. Please see below for available options:
a) Email - Emails a copy of the ticket to the member. Member must have valid email address on file to function properly.
b) Print & Email - Prints the ticket and emails the member a copy of the ticket.
c) Print - Prints the ticket.
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2) The Print Preview - Settle Ticket prompt will display. Same options as Print Preview - Pay Ticket are available.
System Tools
Please see our POS System Tools manual for in-depth information regarding functionality contained within the System Tools button and associated tabs.
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4) Clock Out - explained in the Clocking-Out for Breaks section of this document.
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3) End of Shift Options will populate.
a) All instances of clocking in and out during the shift will display.
b) Print Timesheets
c) Print End of Shift Report
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