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onePOS.

com
Back Office Manual
Version 1.5

onePOS.com Back Office Manual - Version 1.5 - 1


Copyright (c) 2004, onePOS.com Corporation.
All rights reserved.

Except as permitted under the copyright act of 1976, no parts of this publication
may be reproduced or distributed in any form or by any means, or stored in a
database or retrieval system, without the prior written permission of the pub-
lisher.

onePOS.com Corporation
(888) ONEPOS1
P.O. Box 536122
Orlando, FL 32583
Support@onePOS.com

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Contents
Introduction ................................................................................................... 7

1 - POS ............................................................................................................ 9
1.1 - POS Transaction Query ............................................................................................... 10
Past Journal ............................................................................................................. 11
Tickets Details .......................................................................................................... 11
1.2 - Electronic Payment Transaction Query ..................................................................... 13
Past Journal ............................................................................................................ 14
Tran Details ............................................................................................................. 14
Void .......................................................................................................................... 16
Add Tip .................................................................................................................... 16
Force Void ............................................................................................................... 17
Force Tip ................................................................................................................. 17
Sale .......................................................................................................................... 18
Forced ..................................................................................................................... 19
1.3 - Manager Notes ............................................................................................................. 20
Edit ........................................................................................................................... 20
Add ........................................................................................................................... 21
1.4 - Manager Activities ....................................................................................................... 22
1.5 - Cash Paid In ................................................................................................................. 23
Edit ........................................................................................................................... 23
Add ........................................................................................................................... 24
1.6 - Cash Paid Out .............................................................................................................. 25
Edit ........................................................................................................................... 25
Add ........................................................................................................................... 26
1.7 - Server Banks ................................................................................................................ 27
Edit ........................................................................................................................... 27
Add ........................................................................................................................... 28
1.8 - Server Cash Drops ....................................................................................................... 29
Edit ........................................................................................................................... 29
Add ........................................................................................................................... 30
1.9 - Bank Deposits .............................................................................................................. 31
Edit ........................................................................................................................... 31
Add ........................................................................................................................... 32
1.10 - View Active Tables .................................................................................................... 33
1.11 - View Active Servers .................................................................................................. 34
1.12 - Send Electronic Payment Batches ........................................................................... 35
1.13 - System Totals ............................................................................................................. 36
Edit ........................................................................................................................... 36
1.14 - End of Day .................................................................................................................. 37
1.15 - Exit .............................................................................................................................. 38

2 - Employees .............................................................................................. 39
2.1 - Modify Employees ....................................................................................................... 40
Edit - General Tab ................................................................................................... 41
Edit - Security Tab .................................................................................................. 42
Edit - Pay Rates Tab ................................................................................................ 43
Edit - Commission Rates Tab ................................................................................. 43
Edit - Availability Tab ............................................................................................. 44
2.2 - Clock Employees In / Out ............................................................................................ 45
Clock in .................................................................................................................... 46
Clock Out ................................................................................................................. 47

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Modify Clock ............................................................................................................ 48
2.3 - Query Payroll ............................................................................................................... 49
View ......................................................................................................................... 50
Time Clock .............................................................................................................. 51
Sales ........................................................................................................................ 52
Commission ............................................................................................................. 52
Adjustment .............................................................................................................. 53
Manual TC ............................................................................................................... 53
2.4 - Employee Scheduling ................................................................................................. 54

Page Blank ................................................................................................... 55

Page Blank ................................................................................................... 56

Page Blank ................................................................................................... 57


2.5 - Modify Pay Department .............................................................................................. 58
Edit ........................................................................................................................... 58
2.6 - Modify Pay Categories ................................................................................................ 60
Edit ........................................................................................................................... 60
2.7 - Modify Shifts ................................................................................................................ 62
Edit ........................................................................................................................... 62
2.8 - Modify Sub Shifts ......................................................................................................... 63
Edit ........................................................................................................................... 63
2.9 - Modify Commission Departments ............................................................................... 65
Edit ........................................................................................................................... 65
2.10 - Modify Commission Categories ................................................................................ 67
Edit ........................................................................................................................... 67
2.11 - Modify Security Profiles ............................................................................................ 69
Edit ........................................................................................................................... 70
2.12 - Overtime Rules .......................................................................................................... 71
Edit - Name .............................................................................................................. 71
Edit - Criteria ........................................................................................................... 72
Edit - Hours Calculation .......................................................................................... 72
Edit - Pay Calculation ............................................................................................. 73
2.13 - Export Payroll ............................................................................................................ 74
2.14 - Post Payroll ................................................................................................................ 75

3 - E-Mail ....................................................................................................... 76
3.1 - Compose ...................................................................................................................... 77
3.2 - Read ............................................................................................................................. 78
3.3 - Manage ........................................................................................................................ 79
3.4 - Quizzes ......................................................................................................................... 80
3.5 - Address Books ............................................................................................................. 81
3.6 - Setup ............................................................................................................................ 82

4 - Merchandise ........................................................................................... 83
4.1 - Modify Merchandise .................................................................................................... 84
Edit - General Tab ................................................................................................... 85
Edit - Pricing Tab .................................................................................................... 86
Edit - Taxing ............................................................................................................ 87
Edit - Screens .......................................................................................................... 88
Edit - Screens - Pricing ........................................................................................... 88
Edit - Links ............................................................................................................... 89
Edit - Recipe / Ingredients / Nutrients ................................................................... 90
4.2 - Contests ........................................................................................................................ 91

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Edit ........................................................................................................................... 91
4.3 - Set Dynamic Pricing .................................................................................................... 93
4.4 - Sort Merchandise Screen ........................................................................................... 94
4.5 - Un-86 Items ................................................................................................................... 95
4.6 - Modify Departments .................................................................................................... 96
Edit ........................................................................................................................... 96
4.7 - Modify Categories ........................................................................................................ 98
Edit ........................................................................................................................... 98
4.8 - Modify Price Groups .................................................................................................. 100
Edit ......................................................................................................................... 100
4.9 - Modify Screen Groups ............................................................................................... 101
Edit ......................................................................................................................... 101
4.10 - Modify Color Groups ................................................................................................ 103
Edit ......................................................................................................................... 103
4.11 - Modify Speed Menus ............................................................................................... 105
Edit ......................................................................................................................... 105
4.12 Modify Item Types ...................................................................................................... 106
Edit ......................................................................................................................... 106
4.13 - Modify Printer Type ................................................................................................. 107
Edit ......................................................................................................................... 107
4.14 - Modify Printer Routings ........................................................................................... 108
Edit ......................................................................................................................... 108
4.15 - Change Items Wizard ............................................................................................... 110
Filter Criteria .......................................................................................................... 110
Set Rules ................................................................................................................ 110
Verify / Select Items ............................................................................................... 111

5 - Inventory ............................................................................................... 112


5.1 - Physical Inventory ...................................................................................................... 113
5.2 - Receive Inventory ....................................................................................................... 114
5.3 - Adjust Inventory Levels .............................................................................................. 115
5.4 - Update Merchandise Costing ..................................................................................... 116
5.5 - Modify Recipes ........................................................................................................... 117
5.6 - Modify Inventory Items ............................................................................................... 118
5.7 - Modify Inventory Item Types ...................................................................................... 119
5.8 - Modify Inventory Locations ....................................................................................... 120
5.9 - Modify Units of Measurements ................................................................................. 121

6 - Setup ..................................................................................................... 122


6.1 - Modify Business Info .................................................................................................. 123
6.2 - Modify EOD Preferences ........................................................................................... 125
EOD Tab ................................................................................................................. 125
Reports Tab ........................................................................................................... 126
E-Mails Tab ............................................................................................................ 126
XML Synchro Tab .................................................................................................. 126
6.3 - Report Time Periods ................................................................................................. 128
Edit ......................................................................................................................... 128
6.4 - Modify G / L Accounts ............................................................................................... 129
Edit ......................................................................................................................... 129
6.5 - Modify Vendors .......................................................................................................... 131
Edit ......................................................................................................................... 131
6.6 - Modify Revenue Centers ........................................................................................... 133
Edit ......................................................................................................................... 133
6.7 - Modify Dining Areas .................................................................................................. 134
Edit ......................................................................................................................... 134
6.8 - Modify Table Locations ............................................................................................. 136

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6.9 - Modify Payments ....................................................................................................... 137
Edit ......................................................................................................................... 137
6.10 - Modify Gift Cards ..................................................................................................... 139
Edit ......................................................................................................................... 139
6.11 - Modify Electronic Payments .................................................................................... 141
Card Info ................................................................................................................ 141
Authorization ......................................................................................................... 142
Settlement ............................................................................................................. 143
Bus Info .................................................................................................................. 145
6.12 - Modify Voids ............................................................................................................. 146
Edit ......................................................................................................................... 146
6.13 - Modify Refunds ........................................................................................................ 148
Edit ......................................................................................................................... 148
6.14 - Modify Comps .......................................................................................................... 150
Edit ......................................................................................................................... 150
6.15 - Modify Discounts ...................................................................................................... 152
Edit ......................................................................................................................... 152
6.16 - Modify Coupons ....................................................................................................... 154
Edit ......................................................................................................................... 154
6.17 - Modify Taxes ............................................................................................................ 156
Edit ......................................................................................................................... 156
6.18 - Modify Rules ............................................................................................................. 158
Edit ......................................................................................................................... 158
6.19 - Modify Gratuities ...................................................................................................... 160
Edit ......................................................................................................................... 160
6.20 Modify Billiard Rates ................................................................................................. 162
Modify .................................................................................................................... 162
6.21 - Modify Server Upsell Message ............................................................................... 163
6.22 - Modify Remote Printers ........................................................................................... 164
Edit ......................................................................................................................... 164
6.23 - Modify Check Trailers .............................................................................................. 166
6.24 - Run Programs Setup .............................................................................................. 167
Edit ......................................................................................................................... 167
6.25 - Utilities ...................................................................................................................... 168

7 - Reports .................................................................................................. 169


7.1 - Full Report ................................................................................................................. 170
7.2 - Revenue Center and Time Period Report ............................................................... 171
7.3 - Time Period Only Report .......................................................................................... 173
7.4 - Revenue Center Reports ........................................................................................... 174
7.5 - Contest Reports .......................................................................................................... 175
7.6 - Journal Range Report ............................................................................................... 176
7.7 - Journal Start Date Only Report ................................................................................ 177
7.8 - Sort Employees, Date, and Group by Reports ......................................................... 178
7.9 - Sort Employee and Group By Reports ..................................................................... 180
7.10 - Sort Menu Items and Group By Reports ................................................................ 181
7.11 - Sort Cards by Report ............................................................................................... 182
7.12 - Print Preview and Cancel Report ........................................................................... 183

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Introduction

The onePOS Back Office program allows you to setup and configure your Point of Sale system,
as well as perform day to day activities and print reports. This manual is intended to explain the
various feature of the system and all of the related screens. It is not meant as a training guide or
to explain how to build and configure your Point of Sale system.

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1 - POS

The POS menu lets you perform a variety of different tasks involved in running the business activity
for the current day. You are able to search for transactions, create notes for other mangers about
the days activities, adjust your bank deposits, view lists of open Tables/Servers, enter your sys-
tem totals, and perform end of day.

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1.1 - POS Transaction Query

The POS Transactions Query screen allows the Manager to search for POS Transactions using
various criteria. You would use this to view processed Transactions and verify that they are correct
or to address an inquiry from a guest. You are able to view things such as the Employee’s name,
the way the Transaction was settled, the Table number that the transaction was on, the time the
check was started, and amount of the Transaction.

Example: Guest John Doe called in and wasn’t sure how much his total came to. He was in this
morning, in the Main Dining Room, and on Table 21. You would select Dining Room from the
Revenue Center list, and select Main Dining Room from the Dining Area list. Then enter 21 into the
Table Number box, and press the Refresh button. All the transactions processed for today in the
Main Dining Room at Table 21 will display in the Ticket List. You can then highlight a Transaction
and click on the Tix Details button to show the total break down of that Transaction and see if it is
John Doe’s Transaction.

Guest Jane Smith calls up and says that she thinks she was charged for the wrong items. She
was in yesterday between 2:00 P.M. and 3:15 P.M., at the Bar, and paid with her Visa card. First
click the Past Journal button and select yesterday’s date. Then select Bar from the Revenue
Center list, and select Visa from Payment Method. Enter the Time range into the Time From
boxes, and press the Refresh button. All the Transactions from the Bar, for yesterday, that are
within that time frame, and paid with a Visa card, will be displayed in the Ticket List. You may
then select her Transaction, and view the Tix Details to make sure everything is accurate.

POS -Transaction Query

Server - Displays the Names of all Employees that have Transactions for the
Journal Date you are currently looking at, sorted alphabetically, for you
to search for.
Revenue Center - Displays the Sales Areas that tickets were rang in at, such as Dining
Room, Bar, Carry Out, or Catering, for you to search for.
Dining Area - Displays the different Dining Areas of your restaurant, such as Furnace
Room, Main Dining, Bar Stools, etc... for you to search for.
Payment Method - Displays all the diffrent types of Payments that are accepted, for you to
search for.
Table Number - Lets you input a specific Table Number, for you to search for.
Time From / To - Lets you input a specific Time Range that the Transaction was inputted,
for you to search for.
Amount From / To - Lets you input a specific Ticket Amount range which the Transaction
totaled, for you to search for.

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Journal Date - Displays the Journal Date of the Transactions you are currently looking
at.
Ticket List - Displays all of the Tickets that matched your selection criteria. Shown
are the Date and Time, Ticket Type, Server, Table, Amount, and Note or
Comment about the Transaction.
Done - Closes the window and returns you to the Back Office program.
Refresh - Displays the Trasations, that match the criteria that has been inputted in
the diffrent fields, in the Ticket List.
Print - Sends the information displayed in the Ticket List to the printer.
Past Journal - Opens a window and allows you to select a previous Journal Date to view
and search Transactions on.
Tix Details - Opens a window displaying the Details of the currently selected Trans-
action; such as when the Transaction was started, when the order was
processed, what the order was, the price of each item, how the Transac-
tion was settled, and when the Transaction was closed.
Past Journal
This window allows you to select a date using the calendar to display Transactions from a prior
business date.

POS - Select Past Journal

Left Arrow - Moves the Calendar back one month.


Right Arrow - Moves the Calender ahead one month.
OK - Closes this window and refreshes the search window with the transac-
tions for the journal date that is selected, returning you to the Transac-
tions Query window..
Cancel - Closes this window without changing the Journal Date and returns you to
the Transactions Query window. .
Tickets Details
This window allows you to view all of the Details for the Transaction that was highlighted in the
Transaction List.

POS - Transaction Query - Transaction Details

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Ticket Display - Displays all of the Transaction Details for the ticket, including check
open and close times, all items sold, and all Payments made on the
check.
OK - Closes the window and returns you to the Transaction Query window.
Print - Prints what is displayed on the Ticket Display (this is not the same as a
receipt).

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1.2 - Electronic Payment Transaction Query

The Electronic Payment Transaction Query screen allows the Manager to search for Electronic
Payment Transactions using various search criteria. You would use this to pull up an Electronic
Payment Transaction to see how it was processed, the amount of the Transaction, and the autho-
rization code. This window allows you to search for a Credit Card, Gift Card, or other Electronic
Payment Transaction or post a new manual Transaction (sale, credit, etc...) for a Credit Card, Gift
Card, or other Electronic Payment type from this screen.

Example: Server John Smith needs a Credit Card receipt reprinted for a Transaction he processed
for Table 23, with a MasterCard, in the amount of $23.45, on 6-7-04. First you would press Past
Journal button to select the Journal Date. Then use the Sever drop down box to select John’s
name, and select MasterCard from the Card Type drop down box. Next, input the Table Number in
the Table Number box and the Amount in the Amount From boxes. Finally press the Refresh
button. All the Transactions for that specific query will be displayed in the Transactions List.
From the list of Transactions, you can then find the one he needs. By highlighting a Transaction
and pressing the Transaction Details button, you can show the break down of the Transaction.
Once you have found the Transaction John needs, press the Print button on the Transactions
Detail screen to print the information.

POS - Electronic Payments - Transaction Query

Server - Displays the Name of all Employees which had Electronic Payment
Transactions for the Journal Date you are currently viewing. You may
select an Employee from the list, to search for.
Card Type - Displays the different kinds of Credit Cards/Gift Cards which are ac-
cepted, for you to search for.
Table Number - Lets you input a specific Table Number, for you to search for.
Trans Number - Lets you input a specific Transaction Number, for you to search for.
Time From / To - Lets you input a Time Range in which the transaction occurred, for you
to search for.
Price From / To - Lets you input a Payment Amount range, for you to search for.
Journal Date - Displays the Journal Date of the transactions you are currently viewing.
Transaction List - Displays all of the transactions which match the selection criteria. The
data shown includes the Transaction’s Date and Time, Table Number,
Amount, Server, Transaction Type, Card Type, and Card Number.
Done - Closes the window and returns you to the Back Office program.
Refresh - Diplays the Transactions, that match the information that has been in-
putted in the fields, in the Transactions List.
Print - Sends the current information displayed on the Transactions List to the

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printer.
Past Journal - Opens a window for you to select a previous Electronic Payment Batch
to display and search Transactions on.
Tran Details - Opens a window so you can see the details of the Payment; such as
when the Payment occurred, amount, tip, and the approval code.
Sale - Add a new Credit Card/Gift Card Sale to the system manually (access
code only available through your tech support provider).
Credit / Add Value - Add a new Credit Card/Gift Card Credit to the system manually (access
code only available through your tech support provider).
GC Query Balance - Display the remaining balance on a Gift Card.
GC Cash Back - Removes all money on Gift Card so you are able to refund the cash value
back to the customer (access code only available through your tech
support provider).
Activate Gift Card - Lets you add value to a Gift Card that has not been used before.
Past Journal
This window lists the last 90 Electronic Payment Batches entries for you to choose from.

POS - Electronic Payment Transaction Query - Select Journal

Journal List - Displays a list of the last 90 Electronic Payament Batches performed for
you to select from.
OK - Processes the Electronic Payment Batch change and closes the win-
dow, returning you to the Electronic Payment Transaction Query window
and refreshes the Transactions List with the Transactions in that Batch.
Cancel - Closes the window without changing the Electronic Payment Batch and
returns you to the Electronic Payment Transaction Query window..
Tran Details
This window shows the details of the Electronic Payment Transaction selected in the Electronic
Payment Transaction Query window.

POS - Electronic Payment - Transaction Details

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Transaction Id - The Identifying Number associated with the Electronic Payment.
Transaction Date - The Date and Time of the Transaction.
Transaction Type - The Type of Transaction, such as:
Auth - A Sale Transaction that was authorized but is not ready to be sent to the
bank (the tip has not been entered on it yet).
Sale - A Sale Transaction that is ready to be sent to the bank (Auth turns into
Sale when a tip is placed on the transaction).
Credit - A Transaction returning money to a Credit Card/Gift Card, such as a
refund.
AddValue - A Transaction to add value or active a Gift Card.
CashBack - A Transaction in which the guest receives the remaining balance on the
Gift Card back as cash (used only with Gift Cards).
Forced Auth - A Transaction that was authorized by calling the processor for an autho-
rization code but is not ready to be sent to the bank because a tip has
not been placed on the Transaction yet (only used when the Credit Card/
Gift Card server is down).
Forced Sale - A Transaction that was authorized by calling the processor for an autho-
rization code and is ready to be sent to the bank (Forced Auth turns
into Forced Sale after the tip has been applied).
Forced Credit - A Transaction that was authorized by calling the processor to get an
authorization code for returning money to the customers Credit Card/Gift
Card (only used when the Credit Card/Gift Card server is down).
Forced AddVal - A Transaction that was authorized by calling the processor to add value
or active a Gift Card (used only when the Gift Card server is down.)
Forced CashBack - A Transaction that was authorized by calling to get an authorization
code for the performing a CashBack (only used when the Gift Card server
is down).
Void Auth - A voided Auth.
Void Sale - A voided Sale.
Void Credit - A voided Credit.
Void AddValue - A voided AddValue.
Void CashBack - A voided CashBack.
Void Forced Auth - A voided Forced Auth.
Void Forced Sale - A voided Forced Sale.
Void Forced Credit - A voided Forced Credit.
Void Forced AddValue - A voided Forced Add Value.
Void Forced CashBack - A voided Forced CashBack.
SB Forced - A Transaction that was automatically downgraded to a Forced Auth
Transaction during settlement because a problem was detected.
SB Credit - A Transaction that was automatically downgraded to a Credit Transac-
tion during settlement because a problem was detected.
SB AddValue - A Transaction that was automatically downgraded to an AddValue Trans-
action during settlement because a problem was detected.
SB Void Sale - A Transaction that was automatically downgraded to a Void Sale Trans-
action during settlement because a problem was detected.
SB Void Credit - A Transaction that was automatically downgrades to a Void Credit
Transaction during settlement because a problem was detected.
SB Void AddValue - A Transaction that was automatically downgraded to a Void AddValue
Transaction during settlement because a problem was detected.
Table Name - The Table Name associated with the Transaction.
Server Name - The Server associated with the Transaction.
Card Type - The Type of Credit Card, such as Visa, MasterCard, Discover, American
Express, etc.
Card Number - The actual Credit Card or Account Number.
Exp Date - The Expiration Date from the Credit Card.
Data Source - Where the Credit Card/Gift Card information came from; either scanned
on track 1 or 2, or manually keyed in.

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Auth Amount - The Amount authorized by the Credit Card company when the authoriza-
tion code was received, typically Transaction total plus estimated tip.
Actual Amount - The Actual Amount of the Transaction, less tip.
Actual Tip - The Actual Tip left on the Credit Card.
Actual Total - The Actual Total amount to be charged on the Credit Card/Gift Card
(Actual Amount + Actual Tip).
Auth Code - The Authorization Code sent from the Credit Card/Gift Card company.
Done - Closes the window and returns you to the Electronic Payment Transac-
tion Query Select window.
Void - Opens a window to Void the Transaction.
Add Tip - Opens a window to Add a Tip to the Transaction.
Print - Prints the information currently displayed in the window.
Force Void - Manual Void, typically only used for Gift Cards when the Credit Card/Gift
Card system is down and you call to get an authorization code.
Force Tip - Manually Adds a Tip, typically only used for Gift Cards when the Credit
Card/Gift Card system is down and you call to get an authorization code.
Void
This window prompts you to verify that the current Transaction should be Voided.

POS - Electronic Payments - Transaction Query - Tran Details - Void

OK - Voids the Transaction so that it will not be sent to the financial processor
for settlement and closes the window, returning you to the Electronic
Payment Transaction Query window.
Cancel - Closes the window without Voiding the Transaction and returns you to
the Electronic Payment Transaction Details window.
Add Tip
This window lets you add a Tip to an Electronic Payment Transaction, in case a server forgot to
enter it in from the Front of House POS Terminal.

POS - Electronic Payment - Transaction Query - Tran Details - Add Tip

Transaction Id - The Identifying Number associated with the Electronic Payment.


Card Number - The actual Credit Card/Gift Card Number.
Exp Date - The Expiration Date from the Credit Card/Gift Card.
Actual Amount - The Actual Amount of the Transaction, less Tip.
Actual Tip - The Actual Tip left on the Credit Card/Gift Card.
Actual Total - The Actual Total amount to be charged.
Auth Code - The Authorization Code sent or entered if it is a forced Transaction.
OK - Adjusts the Transactions Details to include the Tip so that when the
Transaction is sent to the financial processor it will be of the correct
amount and closes the window, returning you to the Electronic Payment
Transactions Query window.
Cancel - Closes the window without adjusting the amount and returns you to the

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Electronic Payment Transaction Details window.
Force Void
This window is typically only used for Gift Card Transactions when the Gift Card server is down and
you have called the Gift Card company to get the void authorized.

POS - Electronic Payment - Transaction Query - Tran Details - Force Void

OK - Voids the Transaction so that it will not be sent to the financial processor
for settlement and closes the window, returning you to the Electronic
Payment Transactions Query window.
Cancel - Closes the window without Voiding the Transaction and returns you to
the Electronic Payment Transaction Details window.
Force Tip
This window is typically used for Gift Card Transactions when the Gift Card server is down and you
call the Gift Card company and get an authorization number.

POS - Electronic Payments - Transactions Query - Tran Details - Force Tip

Transaction Id - The Identifying Number associated with the Electronic Payment.


Card Number - The actual Gift Card Number.
Exp Date - The Expiration Date from the Gift Card.
Actual Amount - The Actual Total of the Transaction.
Actual Tip - The Actual Tip left on the Gift Card.
Actual Total - The Actual Total amount to be charged.
Auth Code - The Authorization Code received from the Gift Card company on the Tip.
OK - Adjusts the Transactions Details to include the Tip so that when it is
sent to the financial processor it will be the correct final amount and
closes the window, returning you to the Electronic Payment Transaction
Query window.
Cancel - Closes the window without adjusting the amount and returns you to the
Electronic Payment Transaction Details window.

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Sale
This window is used to enter a new Electronic Payment Transaction into the system from the
Back Office program.

POS - Electronic Payments - Transaction Query - Sale

Transaction Id - The Identifying Number associated with the Electronic Payment.


Transaction Type - The Type of Transaction, such as Sale, Credit, Void, AddValue,
etc...
Table Name - The Table Name associated with the Transaction.
Server Name - The Server associated with the Transaction.
Card Number - The actual Credit Card/Gift Card Number.
Exp Date - The Expiration Date from the Credit Card/Gift Card.
CVV - The 3 or 4 digit Card Verification Value on the Credit Card/Gift Card.
Actual Amount - The Actual Amount of the Transaction.
Actual Tip - The Actual Tip left on the Credit Card/Gift Card.
Notes - The reason why it is being inputted from the Back Office program
instead of as a ticket on the Front of House POS Terminal.
Address - The card holder’s Address to send to the Credit Card/Gift Card company
for verification.
Auth Code - The Authorization Code received from the Credit Card/Gift Card com-
pany, if it is a forced transaction.
Standard Credit Card - Is a standard Credit Card type.
OnePOS Gift Card - Is a onePOS Gift Card type.
OnePOS On Account Card - Is a onePOS On Account Card type.
OK - Processes the Transaction and closes the window, returning
you to the Electronic Payment Transaction Query window.
Forced - Opens a window to Force the transaction in case the Credit Card/Gift
Card processor is down.
Cancel - Closes the window without processing the changes and returns you to
the Electronic Payment Transactions Query window.

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Forced
This window lets you force a new Sale or Credit Transaction into the system by calling the Credit
Card/Gift Card company and getting an authorization code for the Transaction.

POS - Electronic Payment - Transaction Query - Sale - Forced

Card Number - The Credit Card/Gift Card Number being used, automatically filled in for
you from the other window.
Exp Date - The Expiration Date of the Credit Card/Gift Card, automatically filled in
for you from the other window.
Amount - The Total Amount being charged, automatically filled in for you from the
other window.
Auth Code - The Authorization Code given to you by the Credit Card/Gift Card com-
pany.

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1.3 - Manager Notes

This window allows you to view, add, modify, and delete a Manager Note for the current day. This
option is used by a Manager to let other Managers know how the day went, special events that
occurred during the day, or record why the Sales Report did not balance. These notes print on the
Daily Sales Report and are stored in the POS system for access at any time in the future.

POS - Manager Notes

Note List - Displays all of the Notes entered in by the Managers or automatically
generated by unusual activities in the POS system. Contains the Time,
Manager Name, and Description of the Note.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the currently highlighted Manager Note.
Add - Creates a new Manager Note in the system.
Delete - Removes a Manager Note from the system.
Print - Sends the current information displayed on the Noyr List to the printer.
Edit
This window allows you to modify a Manager Note in the journal for the current day, such as a
reason why your cash totals are over/short, the weather, local events, etc.

POS - Manager Notes - Edit

Note - A Comment or Note you want to add to the day’s Journal.


OK - Processes the Note change and closes the window, returning you to the
Manager Notes Select window.
Cancel - Closes the window without processing the Note change and returns you
to the Manager Notes Select window. .
Print - Sends the current information displayed in the window to the printer.

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Add
This window allows you to add a new Manager Note into the Journal for that day, such as a reason
why your cash totals are over/short, the weather, local events, etc.

POS - Manager Notes - Add

Note - A Comment or Note you want to add to the days Journal.


OK - Posts the Note to the Journal and closes the window, returning you to
the Manager Notes Select window.
Cancel - Closes the window without posting the note to the Journal and returns
you to the Manager Notes Selection window.
Print - Sends the current information displayed in the window to the printer.

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1.4 - Manager Activities

This window displays all of the Manager Activities for the current day and allows you to Acknowl-
edge what has been performed. Double clicking on a particular line will toggle the Acknowledged
status. This option is used to track and verify all the Managers Activities for the current Journal
Date and is stored for access at any time in the future.

POS - Manager Activity

Manager - Lists all the Managers which have performed Manager Activities in the
Front of House POS and Back Office systems for the current day. You
may select a specific Manager to view activity on. Once they are dis-
played, the activity lines that have been Acknowledged will have ACK in
front of the entry.
Activity List - Displays a list of all the Manager Activities performed, possibly by Man-
ager. Shows the Status, Terminal, Time, Manager Name, and a Descrip-
tion of the Activity performed.
Done - Closes the window and returns you to the Back Office program.
Ack All- Toggles all activities currently shown to being Acknowledged.
Print - Sends the current information displayed in the Activity List to the printer.

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1.5 - Cash Paid In

This window allows you to view Cash Payments from outside Vendors which effects your cash
over/short for the day. You should use this option to input an entry into the Journal for the current
day to explain a Cash Payment or Refund you received from outside Vendors.

POS - Cash Paid In

Paid In List - Displays all the Cash Paid Ins for the current day. Shows the Time,
Server, Amount, and Description of the Transaction.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the currently highlighted Cash Paid In entry.
Add - Creates a new Cash Paid In entry in the system.
Delete - Removes a Cash Paid In entry from the system.
Print - Sends the current information displayed on the Paid In List to the printer.
Edit
This window allows you to modify a highlighted Cash Disbursement from an outside Vendor which
effects you cash over/short for the day.

POS - Cash Paid In - Edit

Date - When the Cash Paid In was made.


Amount - Total of the Cash Paid In.
Receipt number - Vendor’s tracking number.
Description - Brief Description of what the Cash Paid In was for.
Vendor - Lets you select from a list of Vendors, who the Cash Paid In was from.
G/L Account - Lets you select from a list of Accounts, to process the Payment from.
Employee - Lets you select from a list of Employees that are currently clocked in.
OK - Processes the Cash Paid In change to the account and closes the win-
dow, returning you to the Cash Paid In Select window.
Cancel - Closes the window without processing the Cash Paid In change and
returns you to the Cash Paid In Select window..
Print - Sends the current information displayed in the window to the printer.

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Add
This window allows you to add a Cash Disbursement from an outside Vendor which effects you
cash over/short for the day.

Example: Manager Jane Thomas returned Office Supplies to Office Dept. for 23.79, on 6-12-04,
Receipt Number 43456. Input the Date, Amount, Receipt Number and a brief Description of the
return in their respective boxes. Select Office Dept., Office Supplies, and Jane’s name from the
drop down boxes. Once all of the data is correctly entered, press the OK button to post to the
Office Supplies account.

POS - Cash Paid In - Add

Date - When the Cash Paid In was made.


Amount - Total of the Cash Paid In.
Receipt number - Vendor’s tracking number.
Description - Brief Description of what the Cash Paid In was for.
Vendor - Lets you select from a list of Vendors, who the Cash Paid In was from.
G/L Account - Lets you select from a list of Accounts, to process the Payment from.
Employee - Lets you select from a list of Employees, that are currently clocked in.
OK - Process the Cash Paid In to the account and closes the window, returnign
you to the Cash Paid In Select window.
Cancel - Closes the window without processing the Cash Paid In and returns you
to the Cash Paid In Select window..
Print - Sends the current information displayed in the window to the printer.

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1.6 - Cash Paid Out

This window allows you to select a Cash Disbursement to an outside Vendor which affects your
cash over/short for the day. This option is used to input Cash Payments to outside Vendors for the
current Journal Date.

POS - Cash Paid Out

Paid Out List - Displays all the Cash Paid Outs for the current day. Shows the Time,
Server, Amount, and Description of the Transaction.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the currently highlighted Cash Paid Out entry.
Add - Creates a new Cash Paid Out entry in the system.
Delete - Removes a Cash Paid Out entry from the system.
Print - Sends the current information displayed on the Paid Out List to the
printer.
Edit
This window allows you to modify a highlighted Cash Disbursement to an outside Vendor which
affects your cash over/short for the day.

POS - Cash Paid Out - Edit

Date - When the Cash Paid Out was made.


Amount - Total of the Cash Paid Out.
Receipt number - Vendor’s tracking number.
Description - Brief Description of what the Cash Paid Out was for.
Vendor - Lets you select from a list of Vendors, who the Cash Paid Out was to.
G/L Account - Lets you select from a list of Accounts, to process the Payment to.
Employee - Lets you select from a list of Employees, that are currently clocked in.
OK - Processes the Cash Paid Out change and closes the window, returning
you to the Cash Paid Out Select window.
Cancel - Closes the window without processing the Cash Paid Out change and
returns you to the Cash Paid Out Select window..
Print - Sends the current information displayed in the window to the printer.

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Add
This window allows you to record a new Cash Disbursement to an outside Vendor which affects
your cash over/short for the day.

Example: Manager Jane Thomas purchased Office Supplies at Office Dept. for 23.79, on 6-12-04,
Receipt Number 23456. First you would input the Date, Amount, Receipt Number and a brief
Description of the purchase in their respective boxes. Then select Office Dept., Office Supplies,
and Jane’s name from the respective drop down boxes. Once all of the data is correctly entered,
press the OK button to post to the Office Supplies account.

POS - Cash Paid Out - Add

Date - When the Cash Paid Out was made.


Amount - Total of the Cash Paid Out.
Receipt number - Vendor’s tracking number.
Description - Brief Description of what the Cash Paid Out was for.
Vendor - Lets you select from a list of Vendors, who the Cash Paid Out was to.
G/L Account - Lets you select from a list of Accounts, to process the Payment to.
Employee - Lets you select from a list of Employees, that are currently clocked in.
OK - Processes the Cash Paid Out to the account and closes the window,
returning you to the Cash Paid Out Select window.
Cancel - Closes the window without processing the Cash Paid Out and returns
you to the Cash Paid Out Select window..
Print - Sends the current information displayed in the window to the printer.

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1.7 - Server Banks

This window allows you to view, add, modify, or delete a Server Bank for the current day. This
option permits you to track money given to a Server or Cash Drawer for the purpose of making
change for guests, typically given at the beginning of their shift.

POS - Server Banks - Select

Bank List - Displays all of the Server Banks assigned for the day. Shows the De-
posit Id, Time, Server, Amount, and any Notes for the Server Bank.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the currently highlighted Server Bank.
Add - Creates a new Server Bank.
Delete - Removes a Server Bank from the system.
Print - Sends the current information displayed on the Bank List to the printer.
Edit
This window allows you to modify a highlighted Server Bank.

POS - Server Bank - Edit

Amount - The Amount of money given to the Employee.


Deposit Id - The Deposit Id the money is coming from.
Note - A Comment about the Server Bank.
Employee - The Name of the currently clocked in Employee that is being given the
bank.
OK - Posts the Server Bank change to the journal and closes the window,
returning you to the Server Banks Select window.
Cancel - Closes the window without posting the Server Bank change to the jour-
nal and returns you to the Server Bank Select window.
Print - Sends the current information displayed in the window to the printer.

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Add
This window allows you to add a new Server Bank.

POS - Server Bank - Add

Amount - The Amount of money given to the Employee.


Deposit Id - The Deposit Id the money is coming from.
Note - A Comment about the Server Bank.
Employee - The Name of the currently clocked in Employee that is being given the
bank.
OK - Posts the Server Bank to the Journal and closes the window, returning
you to the Server Banks Select window.
Cancel - Closes the window without posting the Server Bank to the Journal and
returns you to the Server Banks Select window.
Print - Sends the current information displayed in the window to the printer.

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1.8 - Server Cash Drops

This window allows you to view, add, modify, and delete a Server Cash Drop for the current day.
This option is used to track money given to a Manger by a Server so that the Server does not have
to carry around large amounts of cash.

POS - Server Cash Drops - Select

Drop List - Displays all of the Server Cash Drops assigned for the day. Shows the
Deposit Id, Time, Server, Amount, and any Notes for the Server Cash
Drop.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the currently highlighted Server Cash Drop.
Add - Creates a new Server Cash Drop in the system.
Delete - Removes a Server Cash Drop from the system.
Print - Sends the current information displayed on the Drop List to the printer.
Edit
This window allows you to modify a highlighted Server Cash Drop.

POS - Server Cash Drop - Edit

Amount - The Amount of cash taken from the Server.


Deposit Id - The Deposit Id the cash is going to.
Note - A Comment about the Server Cash Drop.
Employee - The Name of the currently clocked in Server that the Cash Drop is com-
ing from.
OK - Posts the Server Cash Drop change to the Journal and closes the win-
dow, returning you to the Server Cash Drops Select window.
Cancel - Closes the window without posting the Server Cash Drop change to the
Journal and returns you to the Server Cash Drops Select window.
Print - Sends the current information displayed in the window to the printer.

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Add
This window allows you to add a new Server Cash Drop.

POS - Server Cash Drop - Add

Amount - The Amount of cash taken from the Server.


Deposit Id - The Deposit Id the cash is going to.
Note - A Comment about the Server Cash Drop.
Employee - The Name of the currently clocked in Server that the Cash Drop is com-
ing from.
OK - Posts the Server Cash Drop to the Journal and closes the window, re-
turning you to the Server Cash Drops Select window.
Cancel - Closes the window without posting the Server Cash Drop to the Journal
and returns you to the Server Cash Drops Select window.
Print - Sends the current information displayed in the window to the printer.

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1.9 - Bank Deposits

This window allows you to position your cash Transactions to create your Bank Deposits for the
day. This option is used to move all of the Server Banks, Server Cash Drops, Server Pay Outs,
and Bank Deposit Entries to the correct Bank Deposits. This ensures that the Bank Deposits in
the system match the Bank Deposits taken to the bank.

POS - Bank Deposits

Deposit List - Displays all of the Bank Deposit Transactions for the day. Shows the
Time, Type, Server, Amount, and any Notes.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the currently highlighted Server Bank, Server Cash Drop, or
Bank Deposit Entry. You are not able to modify a Server Pay Out from
the Back Office system.
Add - Creates a new Bank Deposit Entry in the system.
Delete - Deletes a Server Cash Drop, Server Bank, or Bank Deposit Entry from
the system. You are not able to delete a Server Pay Out from the Back
Office system
Print - Sends the current information displayed on the Deposit List to the printer.
Edit
This window allows you to modify a highlighted Server Bank, Server Cash Drop, or Bank Deposit
Entry for the day.

POS - Bank Deposit - Edit

Amount - The Amount of cash taken from / given to the Employee.


Deposit Id - The Deposit Id the cash is going to / coming from.
Note - A Comment about the Server Bank, Server Cash Drop, or Bank Deposit
Entry.
OK - Posts the change to the entry to the journal and closes the window,
returning you to the Bank Deposit Select window.
Cancel - Closes the window without posting the change to the entry to the journal
and returns you to the Bank Deposits Select window.
Print - Sends the current information displayed in the window to the printer.

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Add
This window allows you to add a new Bank Deposit Entry for the day.

POS - Bank Deposit - Add

Amount - The Amount of cash taken from / given to the Employee.


Deposit Id - The Deposit Id the cash is going to / coming from.
Note - A Comment about the Bank Deposit Entry.
OK - Posts the entry to the journal and closes the window, returning you to
the Bank Deposit Select window.
Cancel - Closes the window without posting the entry to the journal and returns
you to the Bank Deposits Select window.
Print - Sends the current information displayed in the window to the printer.

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1.10 - View Active Tables

This window shows you a list of all the Tables that have Transactions still open. You need to close
these Tables from a Front of House POS Terminal before performing End of Day. This option is
used primarily at closing to make sure all Tables have been closed out.

POS - Active Tables

Tables List - Displays all of the Tables which are currently active (not closed out) in
the Front of House POS system.
Done - Closes the window and returns you to the Back Office program.
Print - Sends the current information displayed on the Tables List to the printer.

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1.11 - View Active Servers

This window shows you a list of all the Servers that have not generated a Server Pay Out. You
should make sure all Servers have generated a Server Pay Out before performing End of Day. If a
Server appears on this list and you have a Server Pay Out for them, it is possible they rang in or
closed a ticket after generating that Server Pay Out.

POS - Active Servers

Server List - Displays all of the Servers which are currently active (not checked out) in
the Front of House POS system.
Done - Closes the window and returns you to the Back Office program.
Print - Sends the current information displayed on the Server List to the printer.

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1.12 - Send Electronic Payment Batches

This window lets you send Credit Card, Gift Card, and other on-line Payment transactions to their
Financial Processors for settlement. Typically you do not receive money in your Bank Account
until this is performed. This option is used to finalize all the Electronic Payments taken for the
current day.

Example: At the end of the day, once all the Credit Card Transactions are completed and Tipped
on, you will select the Electronic Payment Batches you wish to send and press the Do It button.
Which will send the transactions to the Financial Processor so you may receive Payment.

POS - Electronic Payments - Send Batches

Batch Check Boxes - Lists the batches to be sent, with the corresponding card types sent for
that grouping.
Do It - Sends the Electronic Payment Batch to the Financial Processor to re-
ceive settlement and closes the window, returning you to the Back Office
program.
Cancel - Closes the window without sending any batches for settlement and re-
turns you to the Back Office program.

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1.13 - System Totals

This window shows you the amount of Payments that should be in the system based on the POS
Transaction Details and allows you to enter the Actual Amount of non-electronically processed
Payments you have. This option is used to enter the Actual Totals into the system so your total
over/short for the day is accurate.

POS - System Totals

Payments List - Displays all of the tender methods and tender ins (Gift Card Sales, On
Account Payments). You can view both the Ideal and Actual dollars and
points on hand, was well as allowing you to select a line to edit.
Done - Saves all changes and closes the window, returning you to the Back
Office program.
Edit - Modifies the Actual Amounts, only able to be used on non-electronically
processed Payments, such as Paper Gift Certificates.
Print - Sends the current information displayed on the Payment List to the printer.
Edit
This window lets you modify the Actual On-Hand Amount for the non-electronically processed
Payment that is highlighted.

POS - Edit System Totals

Ideal Amount - The Ideal Amount of this Payment that should be on-hand, as calculated
from the POS Transaction Details.
Ideal Points - The Ideal Amount of points that should be on-hand, as calculated from
the POS Transaction Details.
Actual Amount - The Actual Amount of this Payment that is on-hand.
Actual Points - The Actual Amount of points that is on-hand.
OK - Processes the changes and closes the window, returning you to the
System Totals screen.
Cancel - Closes the window without processing any of the changes and returns
you to the System Totals screen.

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1.14 - End of Day

This window allows you to capture and lock all POS transactions for the day and start your totals
over at zero. You can do this only after you make sure all of the Tickets for the day are Closed Out,
Electronic Payments have been sent to the Financial Processors, and the System Totals bal-
ance. This option is used to make sure everything is balanced out and prints/E-Mails the End of
Day Reports.

POS - End of Day

Open Tables - Shows if there are any Tables with open Transactions.
Open Servers - Shows if there are any Servers with open Transactions.
Open Bank Deposits - Shows if there are any outstanding Cash Transactions which have not
been applied to a Bank Deposit.
Payments Batched - Shows if there are any Electronic Payments which have not been sent
for settlement.
System Totals - Shows if there are any Totals which have not been entered into the sys-
tem.
Journal Date - Shows what Journal Date you are posting the Transactions to.
Journal Not Previously Posted - Shows if the Transactions have been posted for this Journal
Date already.
Go Fix - Lets you go to a window to resolve any problems detected by the sys-
tem before you perform an End of Day.
Post - Processes the days Transactions to the Journal and
closes the window, returning you to the Back Office program.
Cancel - Closes the window without processing the Transactions and returns you
to the Back Office program.

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1.15 - Exit

Closes the Back Office application

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2 - Employees

The Employees menu lets you create and modify Employees, clock Employees in and out as well
as review and adjust those entries, and maintain other Employee and time clock related items
such as Pay Categories and Employee Scheduling.

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2.1 - Modify Employees

This window lets you view, add, modify, or delete an Employee. You would use this window to
create new Employees, to look up information on an Employee, or to modify their information;
such as Address, Security Access, Pay Rates, Commission Rates, or Availability.

Employees - Edit Employees - Select

Pay Category - Lets you select a Pay Category, to sort Employees by.
Employees List- Displays all the Employees which have a Primary Job Code that is the
same as the Pay Category which is highlighted.
Done - Closes the window and returns you to the Back Office program.
Edit - Displays and allows you to modify the information for the Employee that
which currently highlighted, based on your security access. Once the
window opens, their first and last name will be displayed in the upper
right hand corner of the window regardless of what page of data you are
viewing.
Add - Creates a brand new Employee in the system.
Add like - Creates a brand new Employee in the system with the same security
settings and pay rates as the currently highlighted Employee.
Default - Sets the default information that will automatically be populated into the
fields when you Add a new Employee.
Delete - Permanently deletes someone from the system, this functionality is typi-
cally not available.
Sort by - Refreshes the screen and displays all Employees in the order you choose
from the bullet point in the search Criteria.
First Name - Sorts all Employees by their First Name.
Last Name - Sorts all Employees by their Last Name.
Employee Id - Sorts all Employees by their Internal Id Number.
External Id - Sorts all Employees by their External Id Number.
Social Security - Sorts all Employees by their Social Security Number.
Show Terminated - Displays all Employees both Current and Terminated. Terminated Em-
ployees have an exclamation point before their First and Last Names.

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Edit - General Tab
This page allows you to change the Employee’s general information; such as Primary Job Code,
Social Security Number, Name, Address, Phone Number, Date of Birth, Hire Date, and Termina-
tion Date.

Merchandise - Edit Employee - General

Employee Id - A Unique Number associated to this Employee, up to 5 digits long. We


suggest that you use the last 4 digits of the Employee’s Social Security
Number.
External Id - An External Identifier associated to this Employee given to you by an
outside company, such as a payroll company. Can be up to 6 numbers
and/or letters.
Primary Job - The Primary Job this Employee performs, used in sorting this Employee
on screens and reports. The Employee still can work in other Pay Cat-
egories in which they have a Pay Rate.
Card Number - The unique Card Number, printed on their scan card, used to securely
access the Front of House POS Terminal.
Social Sec - The Social Security Number or other Government Assigned Id Number.
Name - The Employee’s Name; in order of First Name, Middle Initial, and Last
Name.
Address - The Employee’s Address. We recommend using the Address which you
would mail their Tax information or final pay check to.
City/St/Zip - The City, State (2 letter abbreviation), and Postal Code.
Phone Number - Up to 2 Phone Numbers for the Employee. You can distinguish after
each indicating if its a home or cell number.
Date of Birth - The Employee’s Date of Birth; numerically by month, date, and year.
Hired - The Employee’s Date of Hire; numerically by month, date, and year.
Terminated - The Employee’s Dare of Termination; numerically by month, date, and
year.
OK - Processes the changes and closes the window, returning you to the Edit
Employees Select window.
Cancel - Closes the window without processing any of the changes and returns
you to the Edit Employees Select window.
Password - Lets you input a Password for the Employee to access the Back Office
program. Passwords are not case sensitive. EVERYONE THAT HAS
ACCESS TO THE BACK OFFICE SOFTWARE SHOULD HAVE A
UNIQUE PASSWORD.
Previous - Moves to the Employee directly before this Employee in the Employees
List so it can be viewed or modified .
Next - Moves to the Employee directly after this Employee in the Employees
List so it can be viewed or modified

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Edit - Security Tab
This window allows you to change the Security Settings for this Employee, up to but not exceed-
ing your access level.

Employees - Edit Employees - Security

These are all Front of House POS Terminal related security features, indicating if the Employee
has the ability to approve the given function for themselves or another Employee.

TTL Manager Menu - Gives access to Front of House POS Terminal’s Manager Menu.
Use Drawer #1 - Gives access to Cash Drawer # 1. When this Employee rings an order
in or hits No-Sale on a Front of House POS Terminal with a Cash Drawer
connected, it will open. Do NOT select Drawer #2 below.
Use Drawer #2 - Gives access to Cash Drawer # 2. When this Employee rings an order
in or hits No-Sale on a Front of House POS Terminal with a second Cash
Drawer connected, it will open. Do NOT select Drawer #1 above.
No POS Access - No access to the point of sales system is allowed. Employee is only
allowed to Clock In/Out from a Front of House POS Terminal.
Transfer Checks - Gives access to Transfer a ticket from one Server to another or from one
Table to another.
Apply Comps - Gives access to approve issuing of a Comp.
Apply Coupons - Gives access to approve issuing of a Coupon.
Void An Item - Gives access to Void an item off a Transaction.
Change Items Price - Gives access to Change Item Prices on a check.
Accept Payment - Gives access to accept a Restricted Payment Type, such as On Ac-
count. An Employee can always close a check to an unrestricted Pay-
ment Type.
Pull-Back Ticket - Gives access to Recall a Transaction that has already been closed out.
Over-Ride Schedule - Gives access to Clock In or Out outside of their scheduled times.
In Training - Gives access to processing Transactions that will not reflect on the End
of Day totals. All Transactions and Payments are ignored. If the kitchen
chits or customer receipts are set to print, the word **TRAINING** will
appear several times on them.
No Time Clock - Gives access to the Front of House POS Termianl without being Clocked
In. Useful for Managers or Bartender Cards (AM/PM Bar).
Check Out W/Manager - Prohibits an Employee from generating a Server Check Out without a
Manager present. Used primarily with Bartenders and Cashiers.
Security Level - Sets their Security Level for changing information in the Back Office
program and on the Front of House POS Terminal.

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Edit - Pay Rates Tab
This window allows you to set specific hourly Rates of Pay for the Employee, based on what Pay
Categories they are permitted to work in. An entry of 5.00 would pay the Employee $5.00 per hour.

Employees - Edit Employees Pay Rate Tab

You will setup the unique Pay Categories that you need for your restaurant in a following section.
Each of these will be displayed automatically on this screen for each Employee. Each Employee
will only be able to clock into Pay Categories in which they have a Pay Rate. Use a Pay Rate of
$0.01 for Managers or Bartender Cards.
Edit - Commission Rates Tab
This window allows you to set specific Rates of Commission based on product Sales by placing a
percentage in the box next to the Commission Category. An entry of 5.00 would pay a 5.00%
Commission when this type of item is sold.

Employees - Edit Employees - Commission Rates Tab

You will setup the unique Commission Categories that you need for your restaurant in a following
section. Each of these will be displayed automatically on this screen for each Employee.

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Edit - Availability Tab
This window allows you to update the Employee’s Scheduling Availability by adding or removing
checks from the boxes of the Shifts they are available to work. A check in the box indicates the
Employee is available to work that day of the week during that Shift.

Employees - Edit Employees - Availability Tab

You will setup the unique Shifts that you need for your restaurant in a following section. Each of
these will be displayed automatically on this screen for each Employee.

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2.2 - Clock Employees In / Out

This window allows you to Clock an Employee Into or Out of the system or adjust a currently
Clocked In Employee’s time. You can also use this function to see who is currently Clocked Into
the Front of House POS Terminals, if an Employee forgot to Clock In/Out on the Front of House
POS Terminals, or if an Employee Clocked In at the incorrect time.

Example: Host Betty Thomas forgot whether she remembered to Clock In at the start of her Shift
and would like to make sure that she did. First select Host from the Pay Categories, and find
Betty Thomas in the Employees List. If she is Clocked In it will display (IN) in fromt of her name,
otherwise it will display (OUT) in front of her name. If she is not clocked in, double clicking on her
name, or highlighting her name and pressing Clock In will the allow you to Clock her in.

Employees - Clock In-Out

Pay Category - Lets you select a specific Pay Category, to display the Employees in.
Employees - Displays all the Employees in the Pay Category, which is highlighted.
Done - Closes the window and returns to the Back Office program.
Clock In - Selects the highlighted Employee and opens a window to Clock the
Employee In.
Clock Out - Selects the highlighted Employee and opens a window to Clock the
Employee Out.
Modify Clock - Selects the highlighted Employee and opens a window to Modify the
Employee’s Clock In information.
Refresh - Refreshes the screen with any new Clock In/Out information from the
Front of House POS Terminals.
Sort by - Refreshes the screen and displays all Employees in the order you choose
from the bullet point in the search criteria.
First Name - Sorts all Employees by their First Name.
Last Name - Sorts all Employees by their Last Name.
Employee Id - Sorts all Employees by their Internal Id Number.
External Id - Sorts all Employees by their External Id Number.
Social Security - Sorts all Employees by their Social Security Number.

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Clock in
This window allows you to manually Clock the highlighted Employee In. This screen is used in
case an Employee forgets to Clock Into the Front of House POS Terminals.

Example: After searching for Betty Thomas in the list, you discover that it displays (OUT) beside
her name. You would highlight her name and press the Clock In button. Betty started her shift
today at 4:00 P.M. First you would change the Time In to 4:00 P.M., making sure that Host is the
Pay Category selected, and her correct Pay Rate is entered. You would then click OK to Clock
her into the Front of House POS Terminals and close this window.

Employees - Clock In

Date In - The Date that the Employee is Clocking In for.


Time In - The Time the Employee is Clocking In at.
Pay Category - The Pay Category the Employee is working in.
Pay Rate - The Hourly Rate of Pay, typically generated from the Employee’s Infor-
mation, but is able to be changed on this screen if needed.
Dining Area - The Dining Area they are working in, Dining Room, Bar, Catering, etc., if
appropriate, otherwise it defaults to the first Dining Area in the list.
Scheduled time in - The Time they were Scheduled to begin there Shift. This field is auto-
matically generated by the Scheduling Program if in use, otherwise de-
faults to 12:00 A.M.
Scheduled time out - The time they were Scheduled to End there Shift. This field is automati-
cally generated by the Scheduling Program if in use, otherwise defaults
to 12:00 A.M.
OK - Processes the Clock In and closes the window, returning you to the
Clock In/Out window.
Cancel - Closes the window without processing the Clock In and returns you to
the Clock In/Out window.

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Clock Out
This window allows you to manually Clock Out the currently highlighted Clocked In Employee.
This screen is used in case an Employee forgets to clock out of the Front of House POS Terminals
at the end of their Shift.

Example: Cook Samuel Walters remembered he forgot to Clock Out today at 2:30 P.M. First
select Cook from the Pay Categories, Samuel Walters from the Employees List, and press Clock
Out. Then you would enter 2:30 P.M. for Samuel’s Time Out and verify that he was Clocked Into
the correct Pay Category, being paid the correct Pay Rate. Once everything is correct, press the
OK button to process the Clock Out..

Employees - Clock Out

Date In - The Date the Employee started their Shift.


Time In - The Time the Employee started their Shift.
Date Out - The Date the Employee ended their Shift.
Time Out - The Time the Employee ended their Shift.
Pay Category - The Pay Category the Employee worked in.
Pay Rate - The Hourly Rate of Pay, typically generated from the Employee’s Infor-
mation, but able to be changed in this screen if needed.
Tips Declared - The Total Tips they Declared for this Shift, including Credit Card Tips
received.
Scheduled Time In - The time they were scheduled to begin their Shift. This field is automati-
cally generated by the Scheduling Program if in use, otherwise defaults
to 12:00 A.M.
Scheduled Time Out - The time they were scheduled to end their Shift. This field is automati-
cally generated by the Scheduling Program if in use, otherwise defaults
to 12:00 A.M.
OK - Processes the Clock Out and closes the window, returning you to the
Clock In/Out window.
Cancel - Closes the window without processing the Clock Out and returns you to
the Clock In/Out window.

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Modify Clock
This window opens the Clock In window and allows you to modify when an Employee Clocked In.
This screen would be used if someone Clocked In after they started there shift by accident.

Example: Server Rebecca Light started her Shift at 4:00 P.M. but was not seated till 4:15 P.M.
When she went to start the check for the Table, she realized that she had not Clocked In for the
day. She Clocked In at that point to be able to ring the Transaction in, but let you know that she
had actually been there since the start of her Shift. First select Server from the Pay Categories,
Rebecca Light from the Employees List, and press Modify Clock. Then you can change Rebecca’s
Time In to 4:00 P.M. and press OK for it to save the information.

Employees - Modify Clock In

Date In - The Date that the Employee is Clocking In for.


Time In - The Time they are Clocking In at.
Pay Category - The Pay Category they are working in.
Pay Rate - The Hourly Rate of Pay, typically generated from the Employee’s Infor-
mation but able to be changed on this screen if needed.
Dining Area - The Dining Area they are working, Dining Room, Bar, Catering, etc., if
appropriate, otherwise it defaults to the first Dining Area in the list.
Scheduled Time In - The time they were scheduled to begin their Shift. This field is automati-
cally generated by the Scheduling Program if in use, otherwise defaults
to 12:00 A.M.
Scheduled Time Out - The time they were scheduled to end their Shift. This field is automati-
cally generated by the Scheduling Program if in use, otherwise defaults
to 12:00 A.M.
OK - Processes the Modify Clock In and closes the window, returning you to
the Clock In/Out window.
Cancel - Closes the window without processing the Modify Clock In and returns
you to the Clock In/Out window.

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2.3 - Query Payroll

This window allows you select an Employee to view, add, modify, or delete their Payroll Informa-
tion. This is also used to review and make sure an Employee has the proper entries for the Pay
Period, and to adjust them so that the Employee gets paid correctly.

Example: Host Sean Hart was called in to work an extra night this week on Wed. because
someone called in. He does not remember if he Clocked In that night and would like to check to
make sure. First select Host from the Pay Categories, Sean Hart from the Employees List, and
press View,.or double click Sean’s name. All of his entries since the last time the Time Clock
Journal was posted will be displayed.

Employees - Query Payroll

Pay Category - Lets you select a specific Pay Category, to display the Employees in.
Employees List - Displays all the Employees in the Pay Category, which is highlighted.
Done - Closes the window and returns you to the Back Office program.
View - Selects the highlighted Employee and opens a window to view/modify
the Employee’s Payroll Information.
Past Period - Displays the past Pay Periods which have been posted for you to select
from, allowing you to view Time Clock history for Pay Periods in the past.
Sort By - Refreshes the screen and displays all of the Employees in the order you
choose from the bullet points in the search criteria.
First Name - Sorts all Employees by their First Name.
Last Name - Sorts all Employees by their Last Name.
Employee Id - Sorts all Employees by their Internal Id Number.
External Id - Sorts all Employees by their External Id Number.
Social Security - Sorts all Employees by their Social Security Number.

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View
This window lets you view a specific Employee’s Payroll Information as well as modify, add, or
delete them.

Employees - Query Payroll - View

Payroll List - Displays all of the Payroll Transactions for the Employee selected. De-
tails shown include Transaction Type, Date, Time, and Total Hours or
Sales.
Done - Closes the window and returns you to the Query Payroll Select screen.
Edit - Allows you to View or Modify the information which is currently high-
lighted.
Delete - Removes the entry which is currently highlighted.
Print - Sends the current information displayed on the Payroll List to the printer.
Add Record - Creates a new entry to the Employee’s Payroll Information, depending
on which button you press.
Time Clock - Creates a new Time Clock entry.
Sales - Creates a new Sales entry.
Commission - Creates a new Commission entry.
Adjustment - Creates a new Adjustment entry.
Manual TC - Creates a Manual Time Clock entry based on hours or pay amount,
instead of calculating based on specific Clock In and Out times.
Previous - Moves to the Payroll Information for the Employee directly before this
Employee in the Employees List so it can be viewed or modified .
Next - Moves to the Payroll Information for the Employee directly after this Em-
ployee in the Employees List so it can be viewed or modified .

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Time Clock
This window allows you to manually create a Time Clock entry for an Employee.

Employee - Query Payroll - View - Add New Time Clock

Date In - The Date the Employee started their Shift.


Time In - The Time the Employee started their Shift.
Date Out - The Date the Employee ended their Shift.
Time Out - The Time the Employee ended their Shift.
Pay Category - The Pay Category the Employee worked in.
Pay Rate - The Hourly Rate of Pay, typically generated from the Employee’s Infor-
mation, but able to be changed in this screen if needed.
Tips Declared - The Total Tips they declared for this Shift, including Credit Card Tips
received.
Scheduled Time In - The Time they were scheduled to begin their Shift. This field is automati-
cally generated by the Scheduling Program if in use, otherwise defaults
to 12:00 A.M.
Scheduled Time Out - The Time they were scheduled to end their Shift. This field is automati-
cally generated by the Scheduling Program if in use, otherwise defaults
to 12:00 A.M.
OK - Processes the Time Clock entry and closes the window, returning you to
the Query Payroll View window.
Cancel - Closes the window without processing the Time Clock entry and returns
you to the Query Payroll View window.

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Sales
This window allows you to add a Sales entry to the Employee. This information is used primarily
to determine an Employee’s Tip Liability at the end of the Pay Period and is typically populated
automatically during the End of Day procedure.

Employee - Query Payroll - View - Add New Sales

Date - The Date the Sales entry is for.


Sales - The Amount of Sales for the Employee, including Credit Card Sales.
Covers - Number of Tables for the Employee.
Guests - The number of People served by the Employee.
Spiffs - Extra money earned by the server for selling specific items, as set up
under Merchandise - Edit Merchandise Information.
Hours - How many Total Minutes the Tables took.
Credit TTL Sales - The total amount of Credit Card Sales (all Credit Card Payments re-
ceived by the Employee).
Credit Tip Sales - The total amount of Credit Card Sales in which a Tip was left on the
Credit Card.
Credit Tip - The total amount of Credit Card Tips.
OK - Processes the Sales entry and closes the window, returning you to the
Query Payroll View window.
Cancel - Closes the window without processing the Sales entry and returns you
to the Query Payroll View window.
Commission
This window allows you to add a Commission entry to an Employee and is typically automatically
populated during the End of Day procedure.

Employee - Query Payroll - View - Add Commission Record

Date - The Date the Commission entry was earned.


Commission Catg - The Commission Category the Commission was earned in.
Sales - The Amount of Total Commissionable Sales.
Rate - The Percentage of the Sale to be Paid in Commission.
OK - Processes the Commission entry and closes the window, returning you
to the Query Payroll View window.
Cancel - Closes the window without processing the Commission entry and re-
turns you to the Query Payroll View window.

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Adjustment
This window allows you to make an Adjustment, positive or negative, to an Employee’s Payroll for
things like uniforms expenses or Contest Payments.

Employee - Query Payroll - View - Add New Adjustment

Date in - The Date the Adjustment entry is for.


Amount - The Amount of the Adjustment. A positive amount adds to their Pay, and
a negative amount to subtracts from their Pay.
Reason - A Description as to why the Adjustment was made.
Ok - Processes the Adjustment entry and closes the window, returning you to
the Query Payroll View window.
Cancel - Closes the window without processing the Adjustment entry and returns
you to the Query Payroll View window.
Manual TC
This window allows you to enter a Time Clock entry for a specific amount of time or pay, without
entering Clock In/Out information. This is useful if an Employee did not get paid for a Shift the prior
week or you want to Pay an Employee for performing a task at a preset rate.

Employee - Query Payroll - View - Add New Manual TC Record

Date In - The Date the Time Clock entry is for.


Pay Catg - The Pay Category they worked in.
Reg Hours - The number of Regular Hours they worked.
OT Hours - The number of Overtime Hours they worked.
Pay Rate - The Employee’s Base Pay Rate.
Base Pay - The Employee’s Base Pay Amount. (Used only if Ignore OT Calc is
checked). This is the total Regular Pay Amount to be Paid for this Time
Clock entry.
OT Pay - The Employee’s Overtime Pay Amount. (Used only if Ignore OT Calc is
checked). This is the total Overtime Pay Amount to be Paid for this
Time Clock entry and is added to the Base Pay above.
Reason - Lets you input a reason why the Time Clock entry is being added.
Ignore In OT Calc - When checked lets you input total amounts of Pay instead of calculating
hourly Pay and including these hours when computing overtime for the
week. This option is used to add a Shift for an Employee missing from
the prior Pay Period’s Payroll.
Ok - Processes the manual Time Clock entry and closes the window, return-
ing you to the Query Payroll View window.
Cancel - Closes the window without processing the manual Time Clock entry and
returns you to the Query Payroll View window.

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2.4 - Employee Scheduling

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2.5 - Modify Pay Department

This window allows you to view, add, modify, or delete the different Pay Departments for Payroll.
These are the groupings that your various Pay Categories belong in, such as FOH, BOH, Man-
ager, and Training.

Employee - Edit Pay Department Select

Pay Department List - Displays the Pay Departments defined in the system for you to select
from.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Pay Department.
Add - Creates a new Pay Department in the system.
Delete - Deletes the highlighted Pay Department from the system, this function-
ality is typically not available.
Sorted - Refreshes the screen and displays all of the Pay Departments ordered
by their Sort Id number.
In-Active - Displays all of the Pay Departments, both current and In-Active. An
exclimation point will be displayed in front of any Pay Departments that
are In-Active.
Edit
This window lets you modify the currently highlighted Pay Department.

Employees - Edit Pay Departments

Id - The Identifying Number given to the Pay Department by the system and
can not be changed.
Name - The Name of the Pay Department.
Sort - The Numerical Order in which to sort the Pay Department..
In-Active - If checked, removes the Pay Department from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Employees Pay Department Select window.
Cancel - Closes the window without processing the changes and returns you to
the Employees Pay Department Select window.
Previous - Moves to the Pay Department before this one on the Pay Department
List so it can be viewed and modified.
Next - Moves to the Pay Department after this one on the Pay Department List

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so it can be viewed and modified.

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2.6 - Modify Pay Categories

This window allows you to view, add, modify, or delete the different Pay Categories within each
Pay Department. A Pay Category is the list of Jobs available for an Employee to work in.

Employees - Edit Pay Categories Select

Pay Category List - Displays the Pay Categories defined in the system for you to select
from.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Pay Category.
Add - Creates a new Pay Category in the system.
Delete - Deletes the selected Pay Category from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Pay Categories in order by
their Sort Id number.
In-Active - Displays all of the Pay Categories, both current and In-Active. An
exclimation point will be displayed in front of any Pay Categories that are
In-Active.
Edit
This window lets you modify the currently highlighted Pay Category.

Employees - Edit Pay Categories

Id - The Identifying Number given to the Pay Category by the system and
can not be changed.
Name - The Name of the Pay Category.
Sort - The Numerical Order in which the Pay Category will be sorted.
Pay Dept - The Pay Department the Pay Category belongs to.
Column - The Column the Pay Category is displayed in on the Front of House
POS Terminals.
Row - The Row the Pay Category is displayed in on the Front of House POS
Terminals.
Lookup - Opens a window to select where this Pay Category would be placed on
the Front of House POS Terminal screen.

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Auto Bank - An Amount of Cash the Employee automatically gets at the start of there
Shift when they Clock Into this Pay Category, processed as a Server
Bank. This can be modified once they Clock In under POS - Server
Banks.
No POS Access - Restricts all Front of House POS Terminal access, only lets the Em-
ployee Clock In and Out.
Trac Tip Calculation - Enforces IRS Trac Tip Compliance when working in this Pay Category.
In-Active - If checked, removes the Pay Category from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Employees Pay Categories Select window.
Cancel - Closes the window without processing the changes and returns you to
the Employees Pay Categories Select window.
Previous - Moves to the Pay Category before this one on the Pay Category List so
it can be viewed and modified.
Next - Moves to the Pay Category after this one on the Pay Category List so it
can be viewed and modified.

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2.7 - Modify Shifts

This window allows you to view, add, modify, or delete up to 5 specific Shifts available for schedul-
ing, and is displayed on the Availability Tab of the Modify Employee window. These Shifts can
overlap and are the basic breakdowns of a Business Day for a Labor perspective.

Employees - Edit Shifts Select

Shift List - Displays the Shifts defined in the system for you to select from.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Shift.
Add - Creates a new Shift in the system.
Delete - Deletes the selected Shift from the system, this functionality is typically
not available.
Sorted - Refreshes the screen and displays all of the Shifts in order by their Sort
Id number.
In-Active - Displays all of the Shifts, both current and In-Active. An exclimation
point will be displayed in front of any Shifts that are In-Active.
Edit
This window lets you modify the currently highlighted Shift.

Employees- Edit Shift

Id - The Identifying Number given to the shift by the system and can not be
changed.
Name - The Name of the shift.
Sort - The Numerical Order in which it will be sorted.
Start - The Time the Shift Starts.
End - The Time the Shift Ends.
In-Active - If checked, removes the Shift from reports and the Front of house POS
Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Employees Shifts Select window.
Cancel - Closes the window without processing the changes and returns you to
the Employees Shift Select window.
Previous - Moves to the Shift before this one on the Shift List so it can be viewed
and modified.
Next - Moves to the Shift after this one on the Shift List so it can be viewed and
modified.

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2.8 - Modify Sub Shifts

This window allows you to view, add, modify, or delete up to 20 Sub Shifts available for Scheduling.
Sub Shifts are used to further define a Shift into more specific Time increments. For example, the
AM Shift could have Kitchen Open, Server Open, Bartender Open, and Server Lunch as Sub
Shifts, each with slightly different Start and End Times, but falling within the AM Shift.

Employees - Edit Sub Shifts Select

Sub Shift List - Displays the Sub Shifts defined in the system for you to select from.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Sub Shift.
Add - Creates a new Sub Shift in the system.
Delete - Deletes the selected Sub Shift from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Sub Shifts in order by their
Sort Id number.
In-Active - Displays all of the Sub Shifts, both current and In-Active. An exclimation
point will be displayed in front of any Sub Shifts that are In-Active.
Edit
This window lets you modify the currently highlighted Sub Shift.

Employees- Edit Shift

Id - The Identifying Number given to the Sub Shift by the system and can not
be changed.
Name - The Name of the Sub Shift.
Sort - The Numerical Order in which the Sub Shift is sorted.
Shift - The Shift the Sub Shift belong in.
Start - The Time the Sub Shift Starts.
End - The Time the Sub Shift Ends.
In-Active - If checked, removes the Sub Shift from reports and the Front of House
POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Employees Sub Shifts Select window.
Cancel - Closes the window without processing the changes and returns you to
the Employees Sub Shift Select window.
Previous - Moves to the Sub Shift before this one in the Sub Shift List so it can be

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viewed and modified.
Next - Moves to the Sub Shift after this one in the Sub Shift List so it can be
viewed and modified.

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2.9 - Modify Commission Departments

This window allows you to view, add, modify, or delete the different Departments for Commission.
This is typically the groupings for the various Commission Categories, such as Food, Alcohol,
Retail, etc....

Employees - Edit Commission Depts Select

Commission Department List - Displays the Commission Departments defined in the system
for you to select from.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Commission Department.
Add - Creates a new Commission Department in the system.
Delete - Deletes the selected Commission Department from the system, this
functionality is typically not available
Sorted - Refreshes the screen and displays all of the Commission Departments
in order by their Sort Id number.
In-Active - Displays all of the Commission Departments, both Current and In-Ac-
tive. An exclimation point will be displayed in front of any Commission
Departments that are In-Active.
Edit
This window lets you modify the currently highlighted Commission Department.

Employees - Edit Commission Dept

Id - The Identifying Number given to the Commission Department by the sys-


tem and can not be changed.
Name - The Name of the Commission Department.
Sort - The Numerical Order in which the Commission Department will be sorted.
In-Active - If checked, removes the item from reports and the Front of House POS
Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Employees Commission Department Select window.
Cancel - Closes the window without processing the changes and returns you to
the Employees Commission Department Select window.
Previous - Moves to the Commission Department before this one in the Commis-
sion Department List so it can be viewed and modified.
Next - Moves to the Commission Department after this one in the Commission

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Department List so it can be viewed and modified.

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2.10 - Modify Commission Categories

This window allows you to view, add, modify, or delete the different Commission Categories within
the Commission Departments and is the list of Commissions that an Employee can earn Com-
mission in. Each Commission Category will have a unique Rate for each Employee, therefore it is
wise to setup Draft Beer, Bottled Beer, Wine, Liquor under the Commission Department Alcohol
so that you can Pay a different Rate on each.

Employees - Edit Commission Categories Select

Commission Category List - Displays the Commission Categories defined in the system for you
to select from.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Commission Category.
Add - Creates a new Commission Category in the system.
Delete - Deletes the selected Commission Category from the system, this func-
tionality is typically not available.
Sorted - Allows you to refresh the screen and displays all of the Commission
Categories in order by their Sort Id number.
In-Active - Displays all of the Commission Categories, both current and In-Active.
An exclimation point will be displayed in front of any Commission Cat-
egories that are In-Active.
Edit
This window lets you modify the currently highlighted Commission Category.

Employees - Edit Commission Categories

Id - The Identifying Number given to the Commission Category by the sys-


tem and can not be changed.
Name - The Name of the Commission Category.
Sort - The Numerical Order in which the Commission Category will be sorted.
Department - The Commission Department it is included in.
In-Active - If checked, removes the item from reports and the Front of House POS
Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Employees Commission Category Select window.
Cancel - Closes the window without processing the changes and returns you to
the Employees Commission Category Select window.

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Previous - Moves to the Commission Category before this one in the Commission
Category List so it can be viewed and modified.
Next - Moves to the Commission Category after this one in the Commission
Category List so it can be viewed and modified.

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2.11 - Modify Security Profiles

This window allows you to view, add, modify, or delete the different Security Profiles and gives you
the ability to restricting access to the back office and the Font of House POS Terminals based on
different Security Levels. Each Security Level is lower than the one before it, so #1 is Full Access,
#2 is Manager, #3 is Assistant Manager, and so on... Only someone with a lower security number
can edit or view the Employee information for an Employee. For instance, a Manager (2) could
edit an Assistant Manager (3) or another Manager (2), but not a Full Access (1) Employee. This
can become very complicated, but we have done a great job setting them up for you to start with.
To this end we suggest that you do not make changes to anything other than individual check
boxes at each Security Level as needed for your specific location.

Employees - Security Profiles

Employee Security - Displays all of the currently defined Employee Security Profiles. Use
this list to select a Security Profile to modify.
Done - Closes the window and returns you to the Back Office program..
Edit - Modifies the highlighted Security Level.
Add - Creates a new Security Level in the system..
Delete - Deletes the selected Security Level from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Security Levels in order by
their Sort Id number.
In-Active - Displays all of the Security Levels, both current and In-Active. An
exclimation point will be displayed in front of any Security Profiles that
are In-Active.

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Edit
This window lets you modify the currently highlighted Security Profile.

Employees - Edit Employees Security Dept

Id - The Identifying Number given to the Security Profile by the system and
can not be changed.
Name - The Name of the Security Profile.
Sort - The Numerical Order in which the Security Profile will be sorted.
In-Active - If checked, removes the Security Profile from reports and the Frot of
House POS Terminals.
Inherit From - The Security Profile, already in the system, that this one should have the
same access as. This must be a Security Profile with a higher number.
This allows you to say that a Manager Security Level inherits all the
settings of an Assistant Manager, and then you can check the additional
boxes as needed for further clearances for this Security Level. Now if
you Add a new clearance at a lower Security Level, the Manager will
automatically gets that Access as well.
OK - Processes all the changes made and closes the window, returning you
to the Employees Security Profile Select window.
Cancel - Closes the window without processing the changes and returns you to
the Employees Security Profile Select window.
Previous - Moves to the Security Profile before this one in the Security Profile List
so it can be viewed and modified.
Next - Moves to the Security Profile after this one in the Security Profile List so
it can be viewed and modified.
Sel All - Places a check in all the boxes currently displayed.
Un-Sel All - Removes the check in all the boxes currently displayed.
Full Access - Places a check in all the boxes in the Security System.
No Access - Removes the check in all the boxes in the Security System.
Security Group - This box contains all of the screens, both Back of House and Front of
House (at the very bottom of the list) to choose from.
Security Settings - This lists all of the buttons and features on each Screen as chosen on
the Security Group. You check each box that this Security Level, and
higher should have access too. If the box is dimmed and checked, the
Security Setting is being inherited from a prior Security Level.

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2.12 - Overtime Rules

This window allows you to view, add, modify, and delete the Overtime settings in the system. Due
to the complexity of various Overtime calculations, you must contact onePOS directly with your
requirements as necessary. OnePOS will always attempt to configure Overtime per your require-
ments, but it is always the Restaurant’s responsibility to ensure that their Employees are Paid in
accordance with applicable Laws.

Employees - Overtime Setup

Overtime Select List - Displays all of the Overtime Rules currently defined in the system.
OK - Processes the changes made to the Overtime Setup and returns to the
Back Office program.
Cancel - Closes the window without processing the changes and returns you to
the Back Office program.
Name - Allows you to change The Name of the highlighted Overtime Rule.
Criteria - Allows you to change the Rules associated with the highlighted Over-
time Rule.
Hours - Allows you to change the Hour Calculations associated with the high-
lighted Overtime Rule.
Pay - Allows you to change the Pay Calculations associated with the high-
lighted Overtime Rule.
Insert - Adds a new Overtime Rule before the one which is currently highlighted.
Delete - Deletes the Overtime Rule which is currently highlighted, this functional-
ity is typically not available.
Move Up - Moves the currently highlighted Overtime Rule up.
Move Down - Moves the currently highlighted Overtime Rule down.
Edit - Name
This screen allows you to define The Name of the Overtime Rule which is highlighted.

Overtime Setup - Name

Name - The Name of the Overtime Rule, used to quickly identify rules in the
future for editing.
Second Pass - If this Overtime Rule should be processed after and in addition to all
other Overtime Rules. This is typically used to pay Overtime on hours
over 40 a week that are not already Paying Overtime.
In-Active - If this Overtime Rule is Active.
OK - Saves the changes and returns you to the Overtime Select window.

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Cancel - Closes the window without processing the changes and returns you to
the Overtime Select window.
Edit - Criteria
This window allows you to define the Criteria, or Rules which trigger the Overtime Rule which is
currently highlighted.

Overtime Setup - Criteria

Formula List - The list of defined Criteria which all must be meet for this Overtime Rule
to be Active.
Column 1 - The First condition of the Rule.
Column 1 Number - The number to use as the value for Column 1 if Number Below is high-
lighted.
Action - The Comparison Action to perform.
Column 2 - The Second condition of the Rule.
Column 2 Number - The number to use as the value for Column 2 if Number Below is high-
lighted.
OK - Processes the changes and returns you to the Overtime Select window.
Cancel - Closes the window without processing the changes and returns you to
the Overtime Select window.
Edit - Hours Calculation
This window allows you to define how to calculate the Overtime Hours for the Overtime Rule which
is currently highlighted.

Overtime Setup - Hours Calculation

Formula List - The list of steps performed to determine the number of Overtime Hours
for this Overtime Rule.
Action - The Mathematical Action to perform.
Column 1 - The Variable to perform the Mathematical Action on.
Column 1 Number - The number to use as the value in the Mathematical Action if Number
Below is highlighted.
OK - Processes the changes and returns you to the Overtime Select window.
Cancel - Closes the window without processing the changes and returns you to
the Overtime Select window.

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Edit - Pay Calculation
This window allows you to define how to calculate the Overtime Pay for the Overtime Rule which is
currently highlighted.

Overtime Setup - Pay Calculation

Formula List - The list of steps performed to determine the amount of Pay for this Over-
time Rule.
Action - The Mathematical Action to perform.
Column 1 - The Variable to perform the Mathematical Action on.
Column 1 Number - The number to use as the value in the Mathematical Action if Number
Below is highlighted.
OK - Processes the changes and returns you to the Overtime Select window.
Cancel - Closes the window without processing the changes and returns you to
the Overtime Select window.

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2.13 - Export Payroll

This function exports the Payroll Information to another program, such as ADP or PayChecks, for
processing of Payroll for your Employees. Contact your helpdesk provider for assistance in
configuring your Payroll Export.

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2.14 - Post Payroll

This window allows you to archive Time Clock and Employee Information through the Date speci-
fied. This option should be performed at least once a month, but not before all Payroll Reports for
the current Time Period have been run.

Employees - Post Payroll

Left Arrow - Moves the Calendar back one month.


Right Arrow - Moves the Calender ahead one month.
Post - Archives the Payroll Information, up to the date and time specified, to the
Journal and closes the window, returning you to the Back Office pro-
gram.
Cancel - Closes the window without posting the Payroll Information to a Journal
Date and returns you to the Back Office program.

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3 - E-Mail

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3.1 - Compose

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3.2 - Read

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3.3 - Manage

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3.4 - Quizzes

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3.5 - Address Books

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3.6 - Setup

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4 - Merchandise

The Merchandise menu allows you to view, add, modify, and delete Merchandise Items, Set
Pricing, build Contests, and maintain other Sales and Screen related setting for your Front of
House POS Terminals.

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4.1 - Modify Merchandise

This window allows you to view, add, modify, or delete your Merchandise Items. Using this screen
you can quickly navigate your Database of Merchandise Items and find the Merchandise Item or
group of Merchandise Items that need your attention. The Add Like functionality allows you to
highlight an existing Merchandise Item and quick add a new Merchandise Item that has the same
properties, making Menu changes and additions a snap.

Merchandise - Edit Merchandise Select Item

Done - Closes the window and returns you to the Back Office program.
Sort By List - Allows you to select how to query the Mercahndse Item database. You
can query by Departments, Categories, Price Groups, Commission
Groups, Screen Groups, Item Types, Printer Routes, Color Types, or All
Items.
Sort Group List - Displays the Sort Items as appropriate, based on the selection in the
Sort By List.
Item List - Displays all of the Merchandise Items which match the selected Sort
Group Item criteria.
Edit - Modifies the Merchandise Items’s Information based on your Security
Access. Once the window opens the Merchandise Item’s name will be
displayed in the upper right hand corner of each window.
Add - Creates a new Merchandise Item in the system.
Add like - Creates a new Merchandise Item in the system, with the same basic
Information as the Merchandise Item which is currently highlighted.
Delete - Deletes the selected Item from the system, this functionality is typically
not available.
Show In-Active - Displays all Merchandise Items, both current and In-Active. An
exclimation point will be displayed in front of any Merchandise Items that
are In-Active.

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Edit - General Tab
This window lets you modify the currently highlighted Merchandise Item’s General Information.

Merchandise - Edit Merchandise - General Tab

Item Id - The Identifying Number given to the Menu Item by the system and can
not be changed.
External Id - The Identifier Number for the Merchandise Item given to you by an out-
side company, typically for integration with 3rd party Inventory programs.
Name - The Name of the Merchandise Item as it is to appear on the Front Office
POS Terminals and Receipts.
Order Name - The Name of the Merchandise Item as it appears on Order Chits.
Barcode - The Scan Code for the Merchandise Item.
Graphic - The Name of the Graphic File to use for this Merchandise Item (do not
include the bmp extension).
Catg - The Category the Merchandise Item will appear in.
Commission Catg - The Commission Category to Pay when this Merchandise Item is sold,
or none.
Price Group - The Price Group that the Merchadnise Item is included in.
Item Type - The kind of Item the Merchandise Item is.
Print Routing - The Kitchen/Bar Print Routing where the Mercahndise Item should Print.
Prep Order - The Sort Order in which the Merchandise Item should be printed on the
chits, usually 1.
Cook Time - The minutes the Merchandise Item takes to Cook.
Quantity Available - The quantity of this Merchandise Item still in Stock.
Spiffs - The amount to Pay a Sever on their Payroll for selling this Merchandise
Item.
Last Sold - The date the Merchandise Item was last sold.
Last Cost - The price which was Paid for the Merchandise Item last time it was
ordered.
86’d - Out of stock.
Is Modifier - Lets you distinguish if this Merchandise Item modifies another Merchan-
dise Item.
Is Side Item - Lets you distinguish if it is a Merchandise Item which is included with an
entree as a side.
Is Count Down Item - Tracks the real time number of Merchandise Items remaining to be sold
and prevents selling a Merchandise Item when no more are available.
Not Sold Here - Lets you disable the Merchadnise Item from being sold at this location,
useful at multi-site locations where a common Database is shared.
In-Active - Removes the Merchandise Item from reports and Front of House POS
Terminals, but leaves it in the Database to be sold at a later time and
ensures the accuracy of historical Reports.
Jump Item Only - Creates a Link between this Merchadnise Item and another Screen. Se-
lecting this Merchadnise Item from the Front of House POS Terminal will

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not ring in this Merchandise Item but go to the Links as set. Useful for
creating a button on a Screen such as “To Modifiers” which would then
jump to a page of Modifiers (as setup as its primary Chain Link).
Prompt For Price - Prompts for a specific Price each time the Merchandise Item is sold.
Lock Item Range - Locks the next 10 Merchandise Item numbers from being used during
Add and Add like, a requirement when using the Identifier Number
Percent Of Check - Lets you specify an Amount for a Service Charge to be added to the
check that is a percentage of the non-Taxed amount of the check.
Print Same Line - Prints the Merchandise Item’s text in front of the next Mercahdnise Item
rung in and activates “Item Sizing” Pricing.
Print On Receipt - Tells the system to Print the Merchandise Item on the customers re-
ceipt. If the item is a Price Modifier and this box is not checked, the
Price of the Modifier will appear in the Main Item’s Price.
Display Recipe - Shows a pop up screen when an item is ordered on the Front of House
POS Terminal, such as telling a Server to get a shot of Rum from the bar
and take it to the Kitchen for a Dessert, or the actual Recipe for the
Merchadnise Item.
Print Recipe - Prints the Recipe or Instructions for the Merchandise Item on the chit
when the Merchandsie Item is ordered.
Manager Access - Requires Manager access to sell the Merchandise Item.
Print Ingredients - Prints the Ingredients for the Merchadnise Item on the chit when the
Merchadnise Item is ordered.
Display Nutrients - Displays the Nutritional Information for the Merchadnise Item on the screen
when it is ordered on the Front of House POS Terminal.
Price Per Pound - Lets you Price the Merchandise Item per pound, instead of per item.
OK - Processes the changes and closes the window, returning you to the Edit
Merchandise Items Select window.
Cancel - Closes the window without processing any of the changes and returns
you to the Edit Merchandise Items Select window.
Previous - Display the Merchandise Item directly before this Merchandise Item on
the Item List so it can be viewed and modified.
Next - Displays the Merchandise Items directly after this Mercahndise Item on
the Item List so it can be viewed and modified.
Edit - Pricing Tab
This window lets you modify the currently highlighted Merchandise Item’s Pricing Rules and define
promotional pricing that should be used.

Merchandise - Edit Merchandise - Pricing Tab

Base Price - The Regular Price for the Merchandise Item.


Alt Price - A Second Price for the Merchandise Item, may be toggled by the Screen
it is rung in at or from Set Dynamic Pricing on the Back Office program.
This can be used for creating a Happy Hour type Pricing that the Man-
ager has control over, as opposed to being based on the Day of Week

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and Time Period.
Sale Price - A Promotional Price that is only good until a speific Date (through clos-
ing).
Sale Ends - The Date the Sale Price Ends.
Level 1 - 12 - A set Price based on specific Days of the week and Times, such as
Happy Hour Monday – Thursday. Can also be toggled as Default or
Restricted by Screen the Mercahndise Item is rung in on.
Price - Price of the Merchandise Item,
Sun-Sat - Check each box to allow the Pricing based on that Day of the week.
From - The Time the Price Begins at.
To - The Time the Price Ends at.
Disc Id - The Discounts Id to track the difference in Sale Amount to Base Price.
You would use this to define a Discounts reason, such as Monday 1/2
Price Apps, and then be able to track how much the Promotion cost.
Item Size Price - If Print Same Line is checked on the General Tab, the Item Size Price is
the only box adjustable on this Screen. With it you set the Price Rules
when the Button is pressed which the next Merchandise Item rung in will
use. This can be used to remove a Price on a charged Modifier during
“86” options, as well as defining small, medium, and large sizes.
Edit - Taxing
This window lets you select the different Taxes and their respective rates which are applicable to
the Merchandise Item.

Merchandise - Edit Merchandise - Taxing Tab

Taxing Method - The different types of Taxes applicable, as defined under Setup - Taxes.
Tax Amount - The Amount or Rate of the Tax for the Mercahandise Item, if the Default
Rate check box is not checked.
Taxable - Whether the Mercahnsdise Item is subject to Tax for this Tax Rate or
not.
Def Rate - Toggles if the system should use the default Tax Rate defined for this Tax
or the Tax Rate as specified in the Tax Amount box.

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Edit - Screens
This window lets you setup which Screens the Merchandise Item will be displayed on and the
Location, Color, Button Size, and Pricing Rules on each of those Screens.

Merchandise - Edit Merchandise - Pricing Tab

Screen On - The Screen the Merchandise Item should display on the Front of House
POS Terminal.
Location - The location of the Button on the screen, where the First number is the
Column and the Second number is the Row.
Disp - Brings up a window showing you all of the items defined on that Front of
House POS Terminal screen and allows you to select the proper place
for the Merchandise Item.
Button size - Sets the Size of the Button.
Text size - Sets the Size of the Text on the Button.
Color - Sets the Color of the Button.
Pricing - Sets the Pricing available to be used on this Screen.

Edit - Screens - Pricing


By placing the check box next to each Price Level for this Merchandise Item, you can set what
Pricing Levels are available to be used when this Merchandise Item is sold from this Screen.

Merchandise - Edit Merchandise - Screens Tab - Pricing

Default Pricing - Sets the Default Price used when this Merchandise Item is sold on this
Screen, typically this is the Base Price, but you can use any Price as
the default.
Use Higher Pricing - Tells the system to charge a Higher Price for the Merchandise Item if
none of the Happy Hour conditions are meet. Typically the system al-
ways gives the Guest a Lower Price, but in some circumstances you
may which to charge more for a Merchandise Item on the Weekends,
Etc...
Allow Alt Price - Allow the Alternate Pricing to be used when the Merchandise Item is
sold from this Screen.

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Allow Price 1-12 - Allow the 12 Happy Hour Prices to be used when the Merchandise Item
is sold from this Screen.
Allow Sale Price - Allow the Sale Price to be used when the Merchandise Item is sold from
this Screen.
Edit - Links
This window allows you to define which Screens are automatically displayed when this Merchan-
dise Item is rung in from the Front of House POS Terminal. This is where you define which Modifier
or Side Screens are available when this Merchandise Item is sold and what the Standard Sides for
this Merchandise Item should be.

Merchandise - Edit Merchandise - Links Tab

Chain Link - The Screen on the Front of House POS Terminal which the system should
bring up when this Merchandise Item is rung into the system, in order of
their Link Number.
Modif - If this Link Modifies the Merchandise Item.
Frc - Forces a selection to be made on this Screen before moving on to the
next Merchandise Item or Screeen. Primarily used for Temperature and
similar Modifiers.
Keep - Keeps the Link available to be used at a later time for the Merchandise
Item after the initial Merchandise Item has been sent to the Kitchen.
Useful for such Promotions as a Kids Ice Cream that is included with a
Kids Entree, Reorder of all you can eat, Etc...
Mult - If this Link can be used more than one time.
Prev - Modifies the previous line, this is an advanced item that most restau-
rants do not use.
A86 - Automatically 86’s a Modifier on the Kitchen Printer when it is replaced
by another Modifier. This allows the Kitchen to know what Side Item is
being substitued, and is used when 2 or more Side Items comes with a
Main Item.
Auto Select - Lets you specify a Modifier that is automatically selected for the Server.
Program all of your Defaults in and the Server only changes them as
needed. For example, if your Hamburger Platter comes with Fries, and
only 10% of your guest sub the Fries for something else, you would Auto
Select Fries and then your Servers only changes the 10% as necessary.
X- Clear all the fields in that line and brings the lower lines up.
I- Moves all the information down one line and clears this line for a new
link.

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Edit - Recipe / Ingredients / Nutrients
This window allows you to input a Text Recipe for the Merchandise Item or a pop-up message to
be displayed when the Merchandise Item is sold, such as a Drink Recipe or Instructions that need
to be followed (like get a shot of Rum from the Bar and take it to the Kitchen, for a Dessert). This
is not the same as a Recipe for Menu costing purposes, but for the use by Front of House Staff and
Guests.

Merchandise - Edit Merchandise - Recipes Tab

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4.2 - Contests

This window lets you view, add, modify, or delete the different types of Contests currently running.
Contests define Reports which track Sales of particular Merchandise Items for your Servers. You
can set up Contests for Sales on prior days also.

Merchandise - Edit Contest Select

Contest List - Displays a list of the Contests defined in the system


Done - Closes the window and returns you to the Back Office program.
Edit - Selects the highlighted Contest and opens it so that it can be modified.
Add - Creates a new Contest in the system.
Delete - Deletes the selected Contest from the system, this functionality is typi-
cally not available.
Sorted - Refreshes the screen and displays all of the Contests in order by their
Sort Id number.
In-Active - Displays all of the Contests, both surrent and In-Active. An exclimation
point will be displayed in front of any Contests that are In-Active.
Edit
This window lets you modify the currently highlighted Contest.

Merchandise = Edit Contest

Id - The Identifying Number given to the Contest by the system and can not
be changed.
Name - The Name of the Contest.

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Sort - The Numerical Order in which the Contest will be sorted.
Deduct Comps - If Comped Sales should not be included in the Contest.
In-Active - If checked, removes the Contest from reports and the Front of House
POS Terminals.
Contest Type - Selects the way the Contest is judged, depending on which bullet point
is selected.
Dollar Ranking - Ranks the Contest by total Dollar Amount.
Quantity Ranking - Ranks the Contest by total Quantity sold.
Point Ranking - Ranks the Contest by total Points, as assigned for each Merchandise
Item.
Items In Contest - Displays a list of all the Merchadnise Items in the currently selected
Contest and their respective Point Values.
OK - Processes all of the changes made and closes the window, returning
you to the Contest Select window.
Cancel - Closes the window without processing the changes and returns you to
the Contest Select window.
Previous - Moves to the Contest before this one in the Cotest List so it can be
viewed and modified.
Next - Moves to the Contest after this one in the Contest List so it can be
viewed and modified.
Add - Adds a new item to the Contest.
Edit - Modifies the item in the Contest which is currently highlighted.
Delete - Removes the item which is highlighted from the Contest.

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4.3 - Set Dynamic Pricing

This menu item lets you activate or deactivate Alternate Item Pricing, as defined for each Merchan-
dise Item under its Setup. This can be useful for on-demand Happy Hours and other situations
where the Manager needs the ability to change Pricing to retain or attract Business.

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4.4 - Sort Merchandise Screen

This window allows you to Sort the Merchandise Items on a Front of House POS Terminal screen
alphabetically. This greatly simplifies keeping screens sorted as you Add and Remove Merchan-
dise Items, especially your Beer and Modifier screens. Only Merchadnie Items that have Color
Groups marked as Sortable will Sort, all other Merchandies Items on the Screen will
remain stationary.

Merchandise - Sort Merchandise

Screens List - Displays the Screen Groups in the system, for you to Sort.
Done - Closes the window and returns you to the Back Office program.
Sort - Sorts all Merchandise Items in the Screen Group which is currently
highlighted.
Sorted - Refreshes the screen and displays all of the Screen Groups in order by
their Sort Id number.
In-Active - Displays all of the Screen Groups, both current and In-Active. An
exclimation point will be displayed in front of any Screen Groups that are
In-Active.

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4.5 - Un-86 Items

This window lets you see all the Merchandise Items that have been 86’d at this location and allows
you to un-86 them also.

Merchandise - 86’d Item Select

86 List - Displays a list of the all Merchandise Items in the system that are cur-
rently 86’d.
Done - Closes the window and returns you to the Back Office program..
Select All - Highlights all the Merchandise Items that have been marked as 86’d.
Un 86 Items - Returns the highlighted Merchandise Items back to Available for Sale
and closes the window, returning you to the Back Office program.

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4.6 - Modify Departments

This window allows you to view, add, modify, or delete the different Sales Departments for Mer-
chandise Items. These typically are your major Sales Areas; Food, Liquor, Beer, Wine, and
Retail.

Merchandise - Edit Departments Select

Departments List - Displays all the Sales Departments in the system.


Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Sales Department.
Add - Creates a new Sales Department in the system.
Delete - Deletes the selected Sales Department from the system, this functional-
ity is typically not available.
Sorted - Refreshes the screen and displays all of the Sales Departments in order
by their Sort Id number.
In-Active - Displays all Sales Departments, both current and In-Active. An
exclimation point will be displayed in front of any Sales Departments
that are In-Active.
Edit
This window lets you modify the currently highlighted Sales Department.

Merchandise - Edit Department

Id - The Identifying Number given to the Sales Department by the system


and can not be changed.
Name - The Name of the Sales Department.
Sort - The Numerical Order in which to sort the Sales Department..
Tipable - If the Sales Department is Tipable. This is used for calculating both
automatic Gratuities and in determining Sales which an Employee should
declare Tips on at the end of their Shift.
Non-Revenue - If the Sales Department does not generate Standard Business Revenue,
such as Delivery Charges.
In-Active - If checked, removes the Sales Department from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Department Select window.
Cancel - Closes the window without processing the changes and returns you to

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the Merchandise Department Select window.
Previous - Moves to the Sales Department before this one in the Department List
so it can be viewed and modified.
Next - Moves to the Sales Department after this one in the Department List so
it can be viewed and modified.

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4.7 - Modify Categories

This window lets you view, add, modify, or delete the different Sales Categories the Merchandise
Items are Sorted into. This breaks down each Sales Department further for Reporting and Sorting
purposes. For example: the Beer Department could have Categories of Domestic, Import, and
Draft.

Merchandise - Edit Categories Select

Category List - Displays a list of all the Sales Categories in the system.
Done - Closes the window and returns you to the Back Office program..
Edit - Modifes the highlighted Sales Category.
Add - Creates a new Sales Category in the system.
Delete - Deletes the selected Sales Category from the system, this functionality
is typically not available.
Sorted - Refreshes the screen and displays all of the Sales Categories in order
by their Sort Id number.
In-Active - Displays all of the Sales Categories, both current and In-Active. An
exclimation point will be displayed in front of any Sales Categories that
are In-Active.
Edit
This window lets you modify the currently highlighted Sales Category.

Merchandise - Edit Category

Id - The Identifying Number given to the Sales Category by the system and
can not be changed.
Name - The Name of the Sales Category.
Sort - The Numerical Order in which to sort the Sales Category.
Department - The Sales Department the Sales Category is in.
In-Active - If checked, removes the Sales Category from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Category Select window.
Cancel - Closes the window without processing the changes and returns you to
the Merchandise Category Select window.
Previous - Moves to the Sales Category before this one in the Category List so it
can be viewed and modified.

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Next - Moves to the Sales Category after this one in the Category List so it can
be viewed and modified.

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4.8 - Modify Price Groups

This window lets you view, add, modify, or delete the different Price Groups the Merchandise items
are in. This is typically used to tag Merchandise Items with the same Price together, for instance
Level 1 Alcoholic drinks ($3.00), Level 2 ($3.50), Level 3 ($4.00), and so on, . You can the Change
Item Wizard to change Pricing for Merchandise Items by the Price Group each is in.

Merchandise - Edit Price Groups Select

Price Group List - Displays a list of all the Price Groups in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Price Group.
Add - Creates a new Price Group in the system.
Delete - Deletes the selected Price Group from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Price Groups in order by
their Sort Id number.
In-Active - Displays all of the Price Groups, both current and In-Active. An exclimation
point will be displayed in front of any Price Groups that are In-Active.
Edit
This window lets you modify the currently highlighted Price Group.

Merchandise - Edit Price Group

Id - The Identifying Number given to the Price Group by the system and can
not be changed.
Name - The Name of the Price Group.
Sort - The Numerical Order in which to sort the Price Group..
In-Active - If checked, removes the Price Group from reports and the Front of House
POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Price Group Select window.
Cancel - Closes the window without processing the changes and returns you to
the Merchandise Price Group Select window.
Previous - Moves to the Price Group before this one in the Price Group List so it
can be viewed and modified.
Next - Moves to the Price Group after this one in the Price Group List so it can
be viewed and modified.

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4.9 - Modify Screen Groups

This window lets you view, add, modify, or delete the different Screen Groups the Merchandise
Items are displayed on at the Front of House POS Terminals. These are the actual pages of
Merchandise Items displayed for Servers to select from.

Merchandise - Edit Screen Groups Select

Screen Group List - Displays a list of all the Screen Groups in the system.
Done - Closes the window and returns you to the Back Office program..
Edit - Modifies the highlighted Screen Group.
Add - Creates a new Screen Group in the system.
Delete - Deletes the selected Screen Group from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Screen Groups in order by
their Sort Id number.
In-Active - Displays all of the Screen Groups, both current and In-Active. An
exclimation point will be displayed in front of any Screen Groups that are
In-Active.
Edit
This window lets you modify the currently highlighted Screen Group.

Merchandise - Edit Screen Group

Id - The Identifying Number given to the Screen Group by the system and
can not be changed.
Name - The Name of the Screen Group.
Sort - The Numerical Order in which to sort the Screen Group..
Cols / Page - The number of Columns to display on the Front of House POS Terminal
for this Screen Group.
Rows / Page - The number of Rows to display on the Front of House POS Terminal for
this Screen Group.
Auto Sort - If the Merchandise Items that are in this Screen Group should be auto-
matically Sorted.
Is Modifier - If this Screen Group contains a page of Modifier Items.
Is Side - If this Screen Group contains a page of Side Items.
In-Active - If checked, removes the Screen Group from reports and the Front of

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House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Screen Group Select window.
Cancel - Closes the window without processing the changes and returns you to
the Merchandise Screen Group Select window.
Previous - Moves to the Screen Group before this one in the Screen Groups List so
it can be viewed and modified.
Next - Moves to the Screen Group after this one in the Screen Groups List so it
can be viewed and modified.

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4.10 - Modify Color Groups

This window lets you view, add, modify, or delete the different Color Group settings for the Mer-
chandise Items on your Front of House POS Terminals.

Merchandise - Edit Color Groups Select

Color Group List - Displays a list of all the Color Groups in the system.
Done - Closes the window and returns you to the Back Office program..
Edit - Modifies the highlighted Color Group.
Add - Creates a new Color Group in the system.
Delete - Deletes the selected Color Group from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Color Groups in order by
their Sort Id number.
In-Active - Displays all of the Color Groups, both current and In-Active. An exclimation
point will be displayed in front of any Color Groups that are In-Active.
Edit
This window lets you modify the currently highlighted Color Group.

Merchandise - Edit Color Group

Id - The Identifying Number given to the Color Group by the system and can
not be changed.
Name - The Name of the Color Group.
Sort - The Numerical Order in which to sort the Color Group..
Foreground - The Foreground Color.
Background - The Background Color.
Auto Sort - If the items should be automatically Sorted on the Screen or, if unchecked,
should remain stationary.
In-Active - If checked, removes the Color Group from reports and the Front of Hous
POS terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Color Group Select window.
Cancel - Closes the window without processing the changes and returns you to
the Merchandise Color Group Select window.
Previous - Moves to the Color Group before this one in the Color Group List so it

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can be viewed and modified.
Next - Moves to the Color Group after this one in the Color Group List so it can
be viewed and modified.

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4.11 - Modify Speed Menus

This window allows you to setup your Speed Menus for the Front of House POS Terminals. The
top row of buttons, on the screen below, are the ones that will display when an Employee selects
“Main” on the Front of House POS Terminal’s Speed Menu Bar. The buttons in the columns under
each top row corresponds to the buttons on the Speed Bar that is displayed when a selection is
made on the Main Speed Menu.

Merchandise - Edit Speed Menu - Select

Done - Closes the window and returns you to the Back Office program.
Edit
This screen lets you modify the Speed Menu that is selected.

Merchandise - Edit Speed Menu

Id - The Identifying Number given to the Speed Menu by the system and can
not be changed.
Name - The Name of the Speed Menu.
Color - The Color of the Text on the button
Link - The Screen Group you are taken to by touching the Speed Menu.
In-Active - If checked, removes the Speed Menu from reports and the Front of House
POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Speed Menu Select window.
Cancel - Closes the window without processing the changes and returns you to
the Merchandise Speed Menu Select window.

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4.12 Modify Item Types

This window lets you view, add, modify, or delete the different Item Types in the system. Item
Types are used for Rules (such as Forced Beverage) and for Querying and Editing Merchandise
Items. These typically include Drinks, Sandwiches, Entrees, Deserts, Modifiers, etc...

Merchandise - Edit Item Types - Select

Item Type List - Displays a list of all the Item Types in the system.
Done - Closes the window and returns you to the Back Office progam.
Edit - Modifies the highlighted Item Type.
Add - Creates a new Item Type in the system.
Delete - Deletes the selected Item Type from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Item Types in order by their
Sort Id number.
In-Active - Displays all of the Item Types, both current and In-Active. An exclimation
point will be displayed in front of any Item Types that are In-Active.
Edit
This window lets you modify the currently highlighted Item Type.

Merchandise - Edit Item Type

Id - The Identifying Number given to the Item Type by the system and can not
be changed.
Name - The Name of the Item Type.
Sort - The Numerical Order in which to sort the Item Type..
In-Active - If checked, removes the Item Type from reports and the Front of House
POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Item Type Select window.
Cancel - Closes the window without processing the changes and returns you to
the Merchandise Item Type Select window.
Previous - Moves to the Item Type before this one in the Item Tpe List so it can be
viewed and modified.
Next - Moves to the Item Type after this one in the Item Type List so it can be
viewed and modified.

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4.13 - Modify Printer Type

This window lets you view, add, modify, or delete the different types of Remote Printer Types.
These are the actual Types of Printers, such as Local, Bar, Expo, Broil, Pizza, etc..

Merchandise - Edit Printer Types - Select

Printer Type List - Displays a list of all the Printer Types in the system.
Done - Closes the window and returns you to the Back Office program..
Edit - Modifies the highlighted Printer Type.
Add - Creates a new Printer Type in the system.
Delete - Deletes the selected Printer Type from the system, this functionality is
typically not available
Sorted - Refreshes the screen and displays all of the Printer Types in order by
their Sort Id number.
In-Active - Displays all of the Printer Types, both current and In-Active. An
exclimation point will be displayed in front of any Printer Types that are
In-Active.
Edit
This window lets you modify the currently highlighted Printer Type.

Merchandise - Edit Printer Type

Id - The Identifying Number given to the Printer Type by the system and can
not be changed.
Name - The Name of the Printer Type.
Sort - The Numerical Order in which to sort the Printer Type.
In-Active - If checked, removes the Printer Type from reports and the Front of House
POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Printer Type Select window.
Cancel - Closes the window without processing the changes and returns you to
the Merchandise Printer Type Select window.
Previous - Moves to the Printer Type before this one in the Printer Type List so it
can be viewed and modified.
Next - Moves to the Printer Type after this one in the Printer Type List so it can
be viewed and modified.

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4.14 - Modify Printer Routings

This window lets you view, add, modify, or delete the different types of Printer Routings for the your
Merchandise Items. The Printer Routings are defined by the Printing Scheme you want to use.
We suggest that you set your Printer Routes to be generalize by the Merchandise Items more
than the Target Printers, so that if you are changing or adding Printers in the future it is a simple
matter. For example: Setup Printer Routings of “Sand w/Meat”, “Sand Cold”, and/or “Salad” that
would then be used in the Setup of your Merchandise Items. Then, if you need to change how your
cold sandwiches Print in the Kitchen, you simply change the Printer Routing and not each indi-
vidual Merchandise Item.

Merchandise - Edit Printer Routing - Select

Printer Route List - Displays a list of all the Printer Routings in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifes the highlighted Printer Routing.
Add - Creates a new Printer Routing in the system.
Delete - Deletes the selected Printer Routing from the system, this functionality
is typically not available.
Sorted - Refreshes the screen and displays all of the Printer Routings in order by
their Sort Id number.
In-Active - Displays all of the Printer Routings, both current and In-Active. An
exclimation point will be displayed in front of any Printer Routings that
are In-Active.
Edit
This window lets you modify the currently highlighted Printer Routing.

Merchandise - Edit Printer Routing

Id - The Identifying Number given to the Printer Routing by the system and
can not be changed.
Name - The Name of the Printer Routing.

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Sort - The Numerical Order in which to sort the Printer Routing.
Print To 1-5 - The Printer Type to Print to. This is the Type of Printer in the Kitchen or
Bar that this Merchandise Item should Print to when it is sold.
Ghost - The Merchandise Item will only print at this line’s Printer when another
Merchandise Item on this check which is not Ghosted Prints there. This
is useful for Timing orders but does not waste paper by Printing Mer-
chandise Items to Printers unnecessarily.
Retag Parent Routing - Updates the Parent Item’s Print Routing with this Routing. This is used
primarily on TOGO Modifiers to Print the order over again at the Local
Printer in addition to all the Kitchen Printers.
In-Active - If checked, removes the Printer Routing from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Merchandise Printer Routing Select window.
Cancel - Closes the window without processing the changes and returns you to
the Merchandise Printer Routing Select window.
Previous - Moves to the Printer Routing before this one in the Printer Routing List
so it can be viewed and modified.
Next - Moves to the Printer Routing after this one in the Printer Routing List so
it can be viewed and modified.

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4.15 - Change Items Wizard

The Change Item Wizard allows you to make sweeping changes to your Database based on a set
of Criteria and Rules that you select from. Due to the possible effects of this, only experienced
users or your help desk provider should perform this activity.
Filter Criteria
The Filter window allows you to define up to 6 conditions which all must be meet for the Filter to
run on a specific Merchandise Item.

Change Item Wizard - Filter

Find Each - This is the Field Type for each Merchadnise Item that will be matched.
That - The Rule that is performed to determine if the Rule is valid. Possible
values are Is Equal, Is Not Equal, Is Greater Than, Is Less Than, etc..
To - An open Value used to accept Prices to match on.
Match - The system defined Values to match on, such as a Department’s name
if the Find Each box is set to Department.
Next - Saves the data and moves to the Set Rules window.
Cancel - Cancels the selection and returns to the Back Office program.
Set Rules
The Set Rules window allows you to define the 6 Rules to run and change the Data of the Merchan-
dise Items that match the Filter Criteria defined in the previous window.

Change Item Wizard - Set

Change This - The Field Type that should be Adjusted.


By - The Action to take on the Field Type, such as Set To, Add To, Multiply
By, etc...
To - An open Value used to accept Prices to set to or adjust by.
Match - The system defined Values to set to, such as a Department’s name if
the Change This box is set to Department.
Next - Saves the data and moves on to the Verification window.
Cancel - Cancels the selection and returns to the Filter window.

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Verify / Select Items
This window shows a list of all the items which match the Filter conditions defined. You may then
select one or more of these Merchandise Items and click DO to run the Rules against and update
the Merchandise Item data. These changes are immediate and permanent.

Change Item Wizard - Verify

Do - Runs the Rules on the highlighted Merchandise Items.


Cancel - Closes the window without making any changes and returns you to the
Rules Selection window.
Select All - Highlights all of the Merchandise Items in the list.
Clear All - Removes the highlights on all of the Merchandise Items in the list.
Invert Sel - Changes the highlights of all of the Merchandise Items in the list.

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5 - Inventory

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5.1 - Physical Inventory

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5.2 - Receive Inventory

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5.3 - Adjust Inventory Levels

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5.4 - Update Merchandise Costing

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5.5 - Modify Recipes

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5.6 - Modify Inventory Items

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5.7 - Modify Inventory Item Types

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5.8 - Modify Inventory Locations

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5.9 - Modify Units of Measurements

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6 - Setup

The Setup menu allows you to configure various components of the Point Of Sale system which
do not fall into the Employee and Merchandise menus. This includes things like End of Day
Preferences, Comps, Discounts, Voids, Payment Methods, Electronic Payment configurations,
and your Table Selection Screen layouts.

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6.1 - Modify Business Info

This window allows you to view and modify your General Business Information..

Setup - Edit Business Info

Name - Business Name (view only).


Address, City, State, Zip - Business Physical Address (view only).
Phone - Business Phone Number.
Fax - Business Fax Number.
RAS - Business RAS / Dial In Number.
E-Mail - Business E-Mail Address.
Concept - Store Concept Number.
Store Num - Store Number.
Corp. Store Num - Corporate Store Number.
Num TTL - Number of POS Terminals (view only).
Serial Number - Serial Number assigned by OnePOS (view only).
DB Version - Version of the Database that is running.
NRT Totals - Non-Resetable totals for the system (view only).
Carinos Totals - Non-Resetable totals for the Carinos system (view only).
End DOW - Lets you select the Day your Buisness Week ends on.
Day Begins - Lets you select the Time each new Day Begins at.
Minutes Tardy - Lets you set the Amount of Time allotted till the Employee is noted as
being Tardy.
Minutes Early - Lets you set the Amount of Time before an Employee’s Scheduled Shift
they are able to Clock In without Manager approval.
Minutes Late - Lets you set the Amount of Time after an Employee’s Scheduled Shift
they are able to Clock In without Manager approval.
Stop Unscheduled Check In - Stops Employees from Clocking In if they are not Scheduled
to work that day.
Enforce Early Check ins - A Manager must be present for an Employee to Clock In Early.
Enforce Late Check Ins - A Manager must be present for an Employee to Clock In Late.
Early W/O Manager - Lets the Employee Clock In Early without a Manger present.
Late W/O Manager - Lets the Employee Clock In Late without a Manager present.
Enforce Early Check Outs - A Manager must be present for an Employee to Clock Out
Early.
Enforce Late Check Out - A Manager must be present for an Employee to Clock Out Late.
Clock In Early Adjust To Schd - Lets the Employee Clock In Early before their Scheduled Time,
but not start getting Paid until they are Scheduled to begin their Shift.
Clock Out Late Adjust To Schd - Lets the Employee Clock Out Late but stop getting Paid when
there Scheduled to end their Shift.
OK - Processes all the changes made and closes the window, returning you

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to the Back Office program.
Cancel - Closes the window without processing the changes and returns you to
the Back Office program.

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6.2 - Modify EOD Preferences

This window lets you modify the preferences for End of Day and various system components.
EOD Tab
This window lets you edit the preferences for End of Day.

Setup - Edit Preferences - EOD Tab

System Totals - Ignore, Warn, or Stop End of Day if the System’s Totals are not entered.
Credit Batched - Ignore, Warn, or Stop End of Day if the Credit Card Payments have not
been sent to the Financial Processor for settlement.
Open Servers - Ignore, Warn, or Stop End of Day if all of the Servers have not generated
a system Check Out for the day.
Open Tables - Ignore, Warn, or Stop End of Day if all of the Tables have not been closed
out for the day.
Open Bank Deposits - Ignore, Warn, or Stop End of Day if all the Bank Deposit entries have not
been categorized for the day.
Journal Date Cut Time - The Time of Day that the Journal should be posted by.
Max Percent Off - Maximum percentage of money that can be off from the actual System
Totals without generating an Out of Balance Warning.
AII POS Export - Exports the information in the Point of Sale system in an AII file format.
Carinos Export - Exports the System Totals to a Carino’s defined format.
OK - Processes all the changes made and closes the window, returning you
to the Back Office program.
Cancel - Closes the window without processing the changes and returns you to
the Back Office program.

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Reports Tab
This window lets you select the Reports to be Printed at the End of Day, Week, or Month during
the Journal Posting process. You may specify them to Print Locally, or be E-Mailed to up to 5
different E-Mail Addresses.

Setup - Edit Preferences - EOD Reports Tab

Report List - Lists the 100 Reports you may schedule to execute during the End of
Day process.
Report Type - The Name of the Report that will be Printed.
Report Frequency - The Frequency that the Report will be Printed.
Daily - Will Print every Night.
Weekly - Will Print at the End of the Business Week.
Monthly - Will Print at the End of the Calendar Month.
Target - Where the Report should be Printed or E-Mailed to. If you want the
report to both Print and be E-Mailed, simply set it up a Second time.
Set Report Defaults - Clicking this button sets the Report preferences used to Print the last
Report as the Preferences when this Report runs during End of Day. You
could use this to Print a Menu Mix Report for specific Categories of
Items. To do this, simply run the Report, making the selections as
necessary. When you have the Report looking the way you want, high-
light the Report in the Report List and click Set Report Defaults.
E-Mails Tab
This window lets you Input up to 5 different E-Mail Addresses to send the End of Day Reports to.

Setup - Edit Preferences - EOD E-Mails Tab

XML Synchro Tab


This window lets you setup where the XML Data should be sent and received from.

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Setup - Edit Preferences - XML Synchro Tab

Upload Server - The primary and backup Server to Post the XML Data to.
Download Server - The primary and backup Server to Receive XML Data from.
User Names - The Log In Name for the Server.
Password - The Password for the Server.
Upload Time - The Times the XML Information is Uploaded to the Server. Highlight a
line and change the Time in the Time Edit box below.
Download Time - The Times the XML Information is Downloaded from the Server. Highlight
a line and change the Time in the Time Edit box below.

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6.3 - Report Time Periods

This window allows you to view, add, modify, and delete the different Time Periods to be used for
Reports.

Setup - Edit Time Periods Select

Time Period List - Displays a list of all the Time Periods in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Time Period.
Add - Creates a new Time Period in the system.
Delete - Deletes the selected Time Period from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Time Periods in order by
their Sort Id number.
In-Active - Displays all of the Time Periods, both current and In-Active. An exclimation
point will be displayed in front of any Time Periods that are In-Active.
Edit
This window lets you modify the currently highlighted Time Period.

Setup - Edit Time Period

Id - The Identifying Number given to the Time Period by the system and can
not be changed.
Name - The Name of the Time Period.
Sort - The Numerical Order in which to sort the Time Period.
From - When the Time Period Begins.
To - When the Time Period Ends.
In-Active - If checked, removes the Time Period from reports and the Front of Hous
POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Time Period Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Time Period Select window.
Previous - Moves to the Time Period before this one in the Time Period List so it
can be viewed and modified.
Next - Moves to the Time Period after this one in the Time Period List so it can
be viewed and modified.

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6.4 - Modify G / L Accounts

This window lets you view, add, modify, and delete the different General Ledger Accounts to be
used for Cash Paid Ins and Outs.

Setup - Edit G/L Accounts Select

G/L Account List - Displays a list of all the General Ledger Accounts in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted General Ledger Account.
Add - Creates a new General Ledger Account in the system.
Delete - Deletes the selected General Ledger Account from the system, this func-
tionality is typically not available.
Sorted - Refreshes the screen and displays all of the General Ledger Accounts in
order by their Sort Id number.
In-Active - Displays all of the General Ledger Accounts, both current and In-Active.
An exclimation point will be displayed in front of any Gerneral Ledger
Accounts that are In-Active.
Edit
This window lets you modify the currently highlighted General Ledger Account.

Setup - Edit G/L Account

Id - The Identifying Number given to the General Ledger Account by the sys-
tem and can not be changed.
Name - The Name of the General Ledger Account
Sort - The Numerical Order in which to sort the General Ledger Account.
Account Number - The General Ledger Account number as defined in an External System.
Income Account - If the Gerneal Ledger Account generates income, or unchecked, is an
Expense Account.
In-Active - If checked, removes the General Ledger Account from reports and the
Front of House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup G/L Account Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup G/L Account Select window.
Previous - Moves to the General Ledger Account before this one in the G/L Account
List so it can be viewed and modified.

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Next - Moves to the General Ledger Account after this one in the G/L Account
List so it can be viewed and modified.

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6.5 - Modify Vendors

This window lets you view, add, modify, and delete the diffrent outside Vendors to be used for Cash
Paid Ins and Outs.

Setup - Edit Vendors Select

Vendor List - Displays a list of all the Vendors in the system.


Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Vendor.
Add - Creates a new Vendor in the system.
Delete - Deletes the selected Vendor from the system, this functionality is typi-
cally not available.
Sorted - Refreshes the screen and displays all of the Vendors in order by their
Sort Id number.
In-Active - Displays all of the Vendors, both current and In-Active. An exclimation
point will be displayed in front of any Vendors that are In-Active.
Edit
This window lets you modify the currently highlighted Vendor.

Setup - Edit Vendors

Id - The Identifying Number given to the Vendor by the system and can not
be changed.
Name - The Name of the Vendor.
Contact - The Name of the Contact Person.
Phone - The Phone Number for the Contact Person.
Alt Phone - An Alternative Contact Phone Number.
Acct. Num - The Account Number from the Vendor.
Sort - The Numerical Order in which to sort the Vendor.
Corp. Id - The Corporate Id Number for the Vendor.
Notes - Any general Notes about the Vendor.
In-Active - If checked, removes the Vendor from reports and the Front of House
POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Vendor Select window.

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Cancel - Closes the window without processing the changesand returns you to
the Setup Vendor Select window.
Previous - Moves to the Vendor before this one in the Vendor List so it can be
viewed or modified.
Next - Moves to the Vendor after this one in the Vendor List so it can be viewed
or modified.

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6.6 - Modify Revenue Centers

This window allows you to view, add, modify, or delete the different Revenue Centers in your
Business for Reporting purposes. These typically are Areas such as Dining, Bar, Patio, Carry
Out, Delivery, etc...

Setup - Edit Revenue Centers Select

Revenue Center List - Displays a list of all the Revenue Centers in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Revenue Center.
Add - Creates a new Revenue Center in the system.
Delete - Deletes the selected Revenue Center from the system, this functionality
is typically not available.
Sorted - Refreshes the screen and displays all of the Revenue Centers in order by
their Sort Id number.
In-Active - Displays all of the Revenue Centers, both current and In-Active. An
exclimation point will be displayed in front of any Revenue Centers that
are In-Active.
Edit
This window lets you modify the currently highlighted Revenue Center.

Setup - Edit Revenue Center

Id - The Identifying Number given to the Revenue Center by the system and
can not be changed.
Name - The Name of the Revenue Center.
Sort - The Numerical Order in which to sort the Revenue Center.
In-Active - If checked, removes the Revenue Center from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Revenue Center Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Revenue Center Select window.
Previous - Moves to the Revenue Center before this one in the Revenue Center List
so it can be viewed and modified.
Next - Moves to the Revenue Center after this one in the Revenue Center List
so it can be viewed and modified.

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6.7 - Modify Dining Areas

This window allows you to view, add, modify, and delete the different Dining Areas in your Revenue
Centers, as shown on the Front of House POS Terminal’s Dining Area Selection screen.

Setup - Dining Areas Select

Dining Area List - Displays a list of all the Dining Areas in the system.
Done - Closes the window and returns you to the Back Office Program.
Edit - Modifies the highlighted Dining Area.
Add - Lets you create a new Dining Area in the system.
Delete - Deletes the selected Dining Area from the system, this functionality is
typically not available
Sorted - Refreshes the screen and displays all of the Dining Areas in order by
their Sort Id number
In-Active - Displays all of the Dining Areas, both current and In-Active. An exclimation
point will be displayed in front of any Dining Areas that are In-Active.
Edit
This window lets you modify the currently highlighted Dining Area.

Setup - Dining Area - Edit

Id - The Identifying Number given to the Dining Area by the system and can
not be changed.
Name - The Name of the Dining Area.
Sort - The Numerical Order in which to sort the Dining Area.
Revenue Center - The Revenue Center the Dining Area is in.
Column - The Column the Dining Area is displayed in on the Front of House POS
Terminal.
Row - The Row the Dining Area is displayed in on the Front of House POS
Terminal.

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Lookup - Opens a window to select where this Dining Area would be placed on the
Front of House POS Terminal screen.
Auto Grat - Sets an Auto Gratuity for the Dining Area.
First Speed Menu - The Speed Menu that opens when you start a new Transaction in this
Dining Area.
Speed Menu - The Speed Menu that opens every time after the first time you open a
new Transaction in this Dining Area.
ToGo - If the Dining Area is a TOGO location and will automatically tag the
TOGO Modifier to each Merchandise Item entered on a ticket.
Non-Tippable - If the Dining Area is not going to receive Tips from a guest, such as Take
Out.
Special Upcharges - If a Special Upcharge Item should be rung in on each Merchandise Item
for a check in this Dining Area. Useful to add 25c to each Merchandise
Item for special parties, etc...
No Guest Count - If the Dining Area doe not require a guest count.
In-Active - If checked, removes the Dining Area from reports and the Front of house
POS Terminals.
Allow Alt Price - Allows the Alternative Price to be used on Merchandise Items sold to
Tables in this Dining Area.
Allow Price 1-12 - Allows the diffrent Happy Hour Prices to be used on Merchandise Items
sold to Tables in this Dining Area.
Allow Sale Price - Allows the Sale Price to be used on Merchandise Items sold to Tables in
this Dining Area..

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6.8 - Modify Table Locations

This window allows you to view, add, modify, and delete the locations and layout of the Tables in
each Dining Areas as displayed on the Front of House POS Terminals. Use your mouse to select
each Table to change its information or move it around on the screen. You can right click on each
Table to select more than one at a time. You can Change the Dining Area, as long as no Tables
are selected, to view another Dining Area.

Setup - Edit Table Locations

Number - The Table Number.


X Position - The Horizontal Position of the Table in the grid.
Y Position - The Vertical Position of the Table in the grid.
Name - The Table Name, if different from the Table Number, otherwise the Table
Number again. You are not restricted to using Numbers only to define
Tables. For Example you could use B1 for Bar 1.
Dining Area - The Dining Area the Table is in.
Type - The Type and Shape of Table.
Rent Stick - If it is a Billiard Table, whether Sticks are to be Automatically Rented.
In-Active - If checked, Removes the Table from reports and the Front of House POS
Terminals.
Done - Processes all the changes and closes the window, returning you to the
Back Office program.
Cancel - Closes the window without processing the changes and returns you to
the Back Office program.
New - Creates a new Table on the screen.
Delete - Removes the Table currently selected.
U- Moves the currently selected Tables Up in the grid.
L- Moves the currently selected Tables Left in the grid.
R- Moves the currently selected Tables Right in the grid.
D- Moves the currently selected Tables Down in the grid.
Select All - Highlights all the Tables currently displayed on the screen.
H Flip - Flips all the Tables X Position and leaves the Y Position alone (left to
right).
V Flip - Flips all the Tables Y Position and leaves the X Position alone (top to
bottom).
H Space - Spaces the Tables selected evenly on their X Position.
V Space - Spaces the Tables selected evenly on their Y Position.
Snap Grid - Selects if the Tables should be lined up with the grid or if they can be
placed freely anywhere.

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6.9 - Modify Payments

This window lets you view, add, modify, and delete the different types of Payment Methods ac-
cepted on the Front of House POS Terminals.

Setup - Edit Payments - Select

Payments List - Displays a list of all the Payment Methods in the system.
Done - Closes the window and returns you to the Back Office progam.
Edit - Modifies the highlighted Payment Methods.
Add - Creates a new Payment Methods in the system.
Delete - Deletes the selected Payment Methods from the system, this function-
ality is typically not available.
Sorted - Refreshes the screen and displays all of the Payment Methods in order
by their Sort Id number.
In-Active - Displays all of the Payment Methods, both current and In-Active. An
exclimation point will be displayed in front of any Payment Methods that
are In-Active.
Edit
This window lets you modify the currently highlighted Payment Method.

Setup - Edit Payment

Id - The Identifying Number given to the Payment Method by the system and
can not be changed.
Name - The Name of the Payment Method.
Type - The Type and Rules to use when processing this Payment Method.
Sort - The Numerical Order in which to sort the Payment Method.
Manager Access - If the Payment Method requires a Manager to access.
Column - The Column the Payment Method is displayed in on the Front of House
POS Terminal.
Row - The Row the Payment Method is displayed in on the Front of House
POS Terminal.
Lookup - Opens a window to select where this Payment Method would be placed
on the Front of House POS Terminal.
Max Overpay - The Maximum Amount allowed to be returned to the guest as change.

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Tip Fee % - The Percentage to Charge the Server for their Credit Card Tips. This
amount is removed from the Server’s Cash Due and appears on your
Daily Sales Report as income.
Exch Rate - The Rate of the Payment Method as compared to your Default Currency.
This number is multiplied by the Foreign Currency to determine the ac-
tual Cash Value.
In-Active - If checked, removes the Payment Method from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Payment Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Payment Select window.
Previous - Moves to the Payment Method before this one in the Payment List so it
can be viewed and modified.
Next - Moves to the Payment Method after this one in the Payment List so it
can be viewed and modified.

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6.10 - Modify Gift Cards

This window allows you to view, add, modify, or delete the different Types of Gift Certificates/Cards
available to be sold and the Method in which to process them.

Setup - Edit Gift Cards Select

Gift Card List - Displays a list of all the Gift Certificates/Cards in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Gift Certificates/Card.
Add - Creates a new Gift Certificates/Card in the system.
Delete - Deletes the selected Gift Certificates/Card from the system, this func-
tionality is typically not available.
Sorted - Refreshes the screen and displays all of the Gift Certificates/Cards in
order by their Sort Id number.
In-Active - Displays all of the Gift Certificates/Cards, both current and In-Active. An
exclimation point will be displayed in front of any Gift Certificates/Cards
that are In-Active.
Edit
This window lets you modify the currently highlighted Gift Certificate/Card.

Setup - Edit Gift Card

Id - The Identifying Number given to the Gift Certificate/Card by the system


and can not be changed.
Name - The Name of the Gift Certificate/Card.
Sort - The Numerical Order in which to sort the Gift Certificate/Card.
Amount - The Amount of the Gift Certificate/Card (no cents).
Column - The Column the Dining Area is displayed in on the Front of House POS
Terminal.
Row - The Row the Dining Area is displayed in on the Front of House POS
Terminal.
Lookup - Opens a window to select where this Dining Area would be placed on the
Front of House POS Terminal.
Type - The type of Gift Certificate/Card, determines how the Gift Certificate/
Card is processed.
In-Active - If checked, removes the Gift Certificate/Card from reports and the Front

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of House POS Terminal.
OK - Processes all the changes made and closes the window, returning you
to the Setup Gift Cards Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Gift Cards Select window.
Previous - Moves to the Gift Certificate/Card before this one in the Gift Card List so
it can be viewed and modified.
Next - Moves to the Gift Certificate/Card after this one in the Gift Card List so it
can be viewed and modified.

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6.11 - Modify Electronic Payments

This window lets you define the different types of Electronic Payments (Credit Cards, Gift Cards,
and On Account Cards) accepted by the system and how the should be Processed. This infor-
mation must be Setup accurately or you risk delaying or possibly loosing funds. Changes
to these Screens should only be performed by trained personnel.

Setup - Electronic Payments

Electronic Payment List - Displays a list of all the Electronic Payments in the system.
OK - Processes all the changes made and closes the window,
returning you to the Back Office program.
Cancel - Closes the window without processing the changes and returns you to
the Back Office program.
Card Info - Modifies the Card Information.
Authorization - Modifies the Authorization Information.
Settlement - Modifies the Settlement Information.
Bus Info - Modifies the Business Information for use only with Electronic Payment
Transactions.
In-Active - Displays all Electronic Payments, both current and In-Active. An
exclimation point will be displayed in front of any Electronic Payments
that are In-Active.
Card Info
This window lets you modify the Card Information related to the Electronic Payment which is
currently highlighted.

Setup - Edit electronic Payment- Card Info

Card Is Accepted - If the Card is Accepted at this location.


Range - The Minimum and Maximum Number for the first 4 digits of the Customer’s
Account Number which define this Card type.
VLD Length - The Length of the Guest’s Account Number.
Check Card LRC - If the system should Verify the Guest’s Account Number’s LRC value.
Check Expiration Date - Requires a valid Expiration Date.
OK - Processes all the changes made and closes the window, returning you
to the Setup Electronic Payments Select window.
Cancel - Closes the window without processing the changes and returns you to

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the Setup Electronic Payments Select window..
Previous - Moves to the Electronic Payment before this one in the Electronic Pay-
ment List so it can be viewed and modified.
Next - Moves to the Electronic Payment after this one in the Electroic Payment
List so it can be viewed and modified.
Authorization
This window lets you modify the Information used to process On-Line Authorizations for the Elec-
tronic Payment which is currently highlighted.

Setup - Edit Electronic Payments - Authorization

Financial Processor - The Financial Processor to be used to Process the Card.


Acquirer Bin - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Merchant Id - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Store Id - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Terminal Id - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Currency Code - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Country Code - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
City Code - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Time Zone - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Catg Code - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Pri Internet Host - Primary Internet Server Address provided to you by your Financial Pro-
cessor, not all Financial Processors require this field.
Pri Internet Port - Primary Internet Server Port provided to you by your Financial Proces-
sor, not all Financial Processors require this field
Sec Internet Host - Secondary Internet Server Address provided to you by your Financial
Processor, not all Financial Processors require this field.
Sec Internet Port - Secondary Internet Server Port provided to you by your Financial Pro-
cessor, not all Financial Processors require this field.
User Name - User Name to access Internet Service, provided to you by your Financial
Processor, not all Financial Processors require this field
Password - Password to access Internet Service, provided to you by your Financial
Processor, not all Financial Processors require this field

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Line Delay - Amount of time to hold the Line Open after processing an Authorization,
allowing immediate subsequent transactions to be processed immedi-
ately without requiring a redial. Not all Financial Processors support this
feature.
Primary Dial - Primary Phone Number given to you by your Financial Processor. You
will need to add any special prefixes required to dial out through your
phone system, etc.
Secondary Dial - Secondary Phone Number given to you by your Financial Processor.
You will need to add any special prefixes required to dial out through
your phone system, etc.
OK - Processes the changes and closes the window, returning you to the
Setup Electronic Payments Select screen.
Cancel - Closes the window without processing the changes and returns you to
the Setup Electronic Payments Select screen.
Copy - Copies the information for this Electronic Payment Setup from an an-
other card’s setup.
K2 - Displays the Data Sting that is sent to the Financial Processor, useful
when for verifying proper setup for some Financial Processors.
Previous - Moves to the Electronic Payment before this one on the Electronic Pay-
ment List so it can be modified.
Next - Moves to the Electronic Payment after this one on the Electronic Pay-
ment List so it can be modified.
Settlement
This window lets you modify the Settlement Information for the Electronic Payment which is
currently highlighted.

Setup - Edit Electronic Payment - Settlement

Settle With - This option allows you to send multiple Electronic Payment types to-
gether in one Batch. For instance, you would set this Value to “Visa” on
your other Credit Card Types, such as Master Card and American Ex-
press, to send one Batch at the End of the Day containing all of those
Card Types.
Transfer To - The Payment Method the Batch total should be added to for End of Day
balancing.
Financial Processor - The Financial Processor to be used for accepting Settlement Transac-
tions for this Card Type.
Acquirer Bin - Number provided to you by your Financial Processor, not all Financial
Processors require this field.

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Merchant Id - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Store Id - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Terminal Id - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Currency Code - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Country Code - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
City Code - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Time Zone - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Catg Code - Number provided to you by your Financial Processor, not all Financial
Processors require this field.
Pri Internet Host - Primary Internet Server Address provided to you by your Financial Pro-
cessor, not all Financial Processors require this field.
Pri Internet Port - Primary Internet Server Port provided to you by your Financial Proces-
sor, not all Financial Processors require this field
Sec Internet Host - Secondary Internet Server Address provided to you by your Financial
Processor, not all Financial Processors require this field.
Sec Internet Port - Secondary Internet Server Port provided to you by your Financial Pro-
cessor, not all Financial Processors require this field.
User Name - User Name to access Internet Service, provided to you by your Financial
Processor, not all Financial Processors require this field
Password - Password to access Internet Service, provided to you by your Financial
Processor, not all Financial Processors require this field
Primary Dial - Primary Phone Number given to you by your Financial Processor. You
will need to add any special prefixes required to dial out through your
phone system, etc.
Secondary Dial - Secondary Phone Number given to you by your Financial Processor.
You will need to add any special prefixes required to dial out through
your phone system, etc.
Batch Id - The Current Batch Id number.
Open Date - The Date the Current Batch was Opened.
Open Time - The Time the Current Batch was Opened.
OK - Processes all the changes made and closes the window, returning you
to the Setup Electronic Payments Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Electronic Payments Select window.
Previous - Moves to the Electronic Payment before this one on the Electronic Pay-
ment List so it can be viewed and modified.
Next - Moves to the Electronic Payment after this one on the Electronic Pay-
ment List so it can be viewed and modified.

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Bus Info
This window lets you modify the Business Information as displayed to the Financial Processor.

Setup - Electronic Payment - Business Info

Business Name 1 - The First Line of the Business Name as seen by the Financial Proces-
sors.
Business Name 2 - The Second Line of the Business Name as seen by the Financial Pro-
cessors.
Address 1 - The Business Address as seen by the Financial Processors.
City/State/Zip - The Business City, State, and Zip as seen by the Financial Processors.
Phone Number - The Business Phone Number.
Credit Line Num - The Business Credit Line Phone Number.
RAS Num - The Business RAS Number.
Industry - The kind of Business it is.
Magnetic Data Capable - If the Business has capability to read the magnetic stripe on the Card.
OK - Processes all the changes and closes the window, returning you to the
Setup Electronic Payments Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Electronic Payments Select window.

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6.12 - Modify Voids

This window lets you view, add, modify, or delete Void Reasons. Voids are used to remove
Merchandise Item’s off a guest’s check which were not made, such as Server mistakes or when a
guest changes their mind.

Setup - Edit Voids Select

Voids List - Displays a list of all the Void Reasons in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Void Reason.
Add - Creates a new Void Reason in the system.
Delete - Deletes the selected Void Reason from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Void Reasons in order by
their Sort Id number.
In-Active - Displays all of the Void Reasons, both current and In-Active. An
exclimation point will be displayed in front of any Void Reasons that are
In-Active.
Edit
This window lets you modify the currently highlighted Void Reason.

Setup - Edit Void

Id - The Identifying Number given to the Void Reason by the system and can
not be changed.
Name - The Name of the Void Reason.
Sort - The Numerical Order in which to sort the Void Reason.
Corp. Id - The Corporate Id for the Void Reason.
Column - The Column the Void Reason is displayed in on the Front of House POS
Terminals.
Row - The Row the Void Reason is displayed in on the Front of House POS
Terminals.
Lookup - Opens a window to select where this Void Reason would be placed on
the Front of House POS Terminals.
Prompt For Reason - If the POS system should ask for Open Text for this Void Reason.
In-Active - If checked, removes the Void Reason from reports and the Front of Hous

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POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Voids Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Voids Select window.
Previous - Moves to the Void Reason before this one in the Voids List so it can be
viewed or modified.
Next - Moves to the Void Reason after this one in the Voids List so it can be
viewed or modified.

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6.13 - Modify Refunds

This window lets you view, add, modify, or delete Refund Reasons. Refunds are the reasons that
an item is returned, such as when a customer returns a t-shirt for a Refund.

Setup - Edit Refunds Select

Refunds List - Displays a list of all the Refund Reasons in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Refund Reason.
Add - Creates a new Refund Reason in the system.
Delete - Deletes the selected Refund Reason from the system, this functionality
is typically not available.
Sorted - Refreshes the screen and displays all of the Refund Reasons in order by
their Sort Id number.
In-Active - Displays all of the Refund Reasons, both current and In-Active. An
exclimation point will be displayed in front of any Refund Reasons that
are In-Active.
Edit
This window lets you modify the currently highlighted Refund Reason.

Setup - Edit Refund

Id - The Identifying Number given to the Refund Reason by the system and
can not be changed.
Name - The Name of the Refund Reason.
Sort - The Numerical Order in which to sort the Refund Reason.
Corp. Id - The Corporate Id for the Refund Reason.
Column - The Column the Refund Reason is displayed in on the Front of House
POS Terminals.
Row - The Row the Refund Reason is displayed in on the Front of House POS
Terminals.
Lookup - Opens a window to select where this Refund Reason would be placed on
the Front of House POS Terminals.
Prompt For Reason - If the POS system should ask for Open Text for this Refund Reason.
In-Active - If checked, removes the Refund Reason from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you

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to the Setup Refunds Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Refunds Select window.
Previous - Moves to the Refund Reason before this one in the Refunds List so it can
be viewed or modified.
Next - Moves to the Refund Reason after this one in the Refunds List so it can
be viewed or modified.

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6.14 - Modify Comps

This window lets you view, add, modify, or delete Comp Reasons. Comps are used to Remove the
Price of a Merchandise Item from a guest’s check, but the Merchandise item was still made or
consumed. This is used for both good and bad reasons, such as buying a round of drinks for loyal
customers, or buying a customer’s dinner because it was not up to standards.

Setup - Edit Comps Select

Comps List - Displays a list of all the Comp Reasons in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Comp Reason.
Add - Creates a new Comp Reason in the system.
Delete - Deletes the selected Comp Reason from the system, this functionality
is typically not available.
Sorted - Refreshes the screen and displays all of the Comp Reasons in order by
their Sort Id number.
In-Active - Displays all of the Comp Reasons, both current and In-Active. An
exclimation point will be displayed in front of any Comp Reasons that are
In-Active.
Edit
This window lets you modify the currently highlighted Comp Reason.

Setup - Edit Comp

Id - The Identifying Number given to the Comp Reason by the system and
can not be changed.
Name - The Name of the Comp Reason.
Sort - The Numerical Order in which to sort the Comp Reason.
Corp. Id - The Corporate Id for the Comp Reason.
Column - The Column the Comp Reason is displayed in on the Front of House
POS Terminals.
Row - The Row the Comp Reason is displayed in on the Front of House POS
Terminals.
Lookup - Opens a window to select where this Comp Reason would be placed on
the Front of House POS Terminals.
Prompt For Reason - If the POS system should ask for Open Text for this Comp Reason.

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In-Active - If checked, removes the Comp Reason from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Comps Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Comps Select window.
Previous - Moves to the Comp Reason before this one in the Comps List so it can
be viewed and modified.
Next - Moves to the Comp Reason after this one in the Comps List so it can be
viewed and modified.

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6.15 - Modify Discounts

This window lets you view, add, modify, or delete Discounts. Discounts are percentage based
reductions to an individual Merchandise Item’s price or are tagged to the various Happy Hour
Pricing Levels. Discounts do not have any limits to their amounts. Examples of this would be a
Senior Citizen 15% discount, 20% Off, etc...

Setup - Edit Discounts Select

Discounts List - Displays a list of all the Discounts in the system.


Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Discount.
Add - Creates a new Discount in the system.
Delete - Deletes the selected Discount from the system, this functionality is typi-
cally not available.
Sorted - Refreshes the screen and displays all of the Discounts in order by their
Sort Id number.
In-Active - Displays all of the Discounts, both current and In-Active. An exclimation
point will be displayed in front of any Discounts that are In-Active.
Edit
This window lets you modify the currently highlighted Discount.

Setup - Edit Discounts

Id - The Identifying Number given to the Discount by the system and can not
be changed.
Name - The Name of the Discount.
Sort - The Numerical Order in which to sort the Discount.
Corp. Id - The Corporate Id for the Discount.

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Column - The Column the Discount is displayed in on the Front of House POS
Terminals.
Row - The Row the Discount is displayed in on the Front of House POS Termi-
nals.
Lookup - Opens a window to select where this Discount would be placed on the
Front of House POS Terminals.
Auto Grat - Sets an Auto Gratuity for the Discount.
Require Manager 1 - Requires a Manager to apply the Discount.
Require Manager 2 - Requires a Manager to apply the Discount.
Open Amount - If the Discount is an Open Amount.
Full Priced Items Only - If the Discount can only be applied to Full Priced Merchandise Items.
Prompt For Reason - If the POS system should ask for a Reason for the Discount.
In-Active - If checked, removes the Discount from reports and the Front of House
POS Terminals.
Percentages - The Percentage amount the Discount is on the different Merchandise
Departments.
OK - Processes all the changes made and closes the window, returning you
to the Setup Discounts Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Discounts Select window.
Previous - Moves to the Discount before this one in the Discounts List so it can be
viewed or modified.
Next - Moves to the Discount after this one in the Discounts List so it can be
viewed or modified.

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6.16 - Modify Coupons

This window lets you view, add, modify, and delete Coupons. Coupons are check based and are
added to a guest’s check. They are either a Fixed Amount ($2.00 off), or a Percentage (%20 off up
to $5.00).

Setup - Edit Coupons Select

Coupons List - Displays a list of all the Coupons in the system.


Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Coupon.
Add - Creates a new Coupon in the system.
Delete - Deletes the selected Coupon from the system, this functionality is typi-
cally not available.
Sorted - Refreshes the screen and displays all of the Coupons in order by their
Sort Id number.
In-Active - Displays all of the Coupons, both current and In-Active. An exclimation
point will be displayed in front of any Coupons that are In-Active.
Edit
This window lets you modify the currently highlighted Coupon.

Setup - Edit Coupons

Id - The Identifying Number given to the Coupon by the system and can not
be changed.
Name - The Name of the Coupon.
Sort - The Numerical Order in which to sort the Coupon.
Corp. Id - The Corporate Id for the Coupon.
Column - The Column the Coupon is displayed in on the Front of House POS
Terminals.
Row - The Row the Coupon is displayed in on the Front of House POS Termi-

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nals.
Lookup - Opens a window to select where this Coupon would be placed on the
Front of House POS Terminals.
Auto Grat - Sets an Auto Gratuity for the Coupon.
Max Amount - The Maximum Amount the Coupon is for.
Tax Rate 1 - 5 - The Diffrent Tax Rates available to be applied to the Coupon.
Require Manager 1 - Requires a Manager to apply the Coupon.
Require Manager 2 - Requires a Manager to apply the Coupon.
Percentage Of Selection - If the Coupon is for a Percentage of the Price.
Open Amount - If the Coupon is an Open Amount.
Allow Other Coupons - If other Coupons can be Combined with it.
Full Priced Items Only - If the Coupon can only be applied to Full Priced Merchandise Items.
Back Out Tax - If the Tax should be taken out before applying the Coupon.
Prompt For Reason - If the POS system should ask for a Reason for the Coupon.
In-Active - If checked, removes the Coupon from reports and the Front of House
POS Terminals.
Percentages - The Percentage Amount the Coupon is on the different Merchandise
Departments.
OK - Processes all the changes made and closes the window, returning you
to the Setup Coupons Select window.
Cancel - Closes the window without rocessing the changes and returns you to the
Setup Coupons Select window.
Previous - Moves to the Coupon before this one in the Coupons List so it can be
viewed and modified.
Next - Moves to the Coupon after this one in the Coupons List so it can be
viewed and modified.

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6.17 - Modify Taxes

This window allows you to view, add, modify, and delete up to 5 different Tax Definitions for use in
the system.

Setup - Edit Taxes Select

Taxes List - Displays a list of all the Tax Definitions in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Tax Definition.
Add - Creates a new Tax Definition in the system.
Delete - Deletes the selected Tax Definition from the system, this functionality is
typically not available.
Sorted - Refreshes the screen and displays all of the Tax Definitions in order by
their Sort Id number.
In-Active - Displays all of the Tax Definitions, both current and In-Active. An
exclimation point will be displayed in front of any Tax Definitons that are
In-Active.
Edit
This window lets you modify the currently highlighted Tax Definiton.

Setup - Edit Tax

Id - The Identifying Number given to the Tax Definition by the system and can
not be changed.
Name - The Name of the Tax Definition.
Sort - The Numerical Order in which to sort the Tax Definition.
Min Taxable - The Minimum Amount that a Merchandise Item must Cost before it is
subject to the Tax Definiton.
Max Taxable - The Maximum Amount of a Merchandise Item Price that is subject to the
Tax Definition.
Default Rate - The Default Tax Rate, Percentage or Fixed Amount.
Fixed Tax Amount - If the Tax Definiton is a Fixed Dollar Amount.
Exclude Min Tax - If the Minimum Taxable Amount should be removed from the total Tax

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Amount for the Merchandise Item.
Tax Other Taxes - If the Tax should be charged on both Merchandise Item’s Prices and
other Taxes.
Check Based - If the Tax should be applied to the entire check (instead of per item).
Back Tax Out - If the Tax Amount should be removed from the Merchandise Items Price,
making the Merchadnise Item charge the Base Price in the database.
This is useful to ensure that all Bar drinks, for instance, ring in at even
cents levels (a beer is put in the system at $2.50 and the Front of House
system removed the Tax from this amount, so that the customer is
changed $2.50 including Tax),
Hide Tax - Does not display the Merchandise Item’s Tax on the receipt or on the
Front of House POS Terminals. Useful in areas where the Tax must
appear to be included in the Price of a Merchandise Item.
In-Active - If checked, removes the Tax Definition from reports and the Front of
House POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Taxes Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Taxes Select window.
Previous - Moves to the Tax Definition before this one in the Taxes List so it can be
viewed and modified.
Next - Moves to the Tax Defintion after this one in the Taxes List so it can be
viewed and modified.

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6.18 - Modify Rules

This window allows you to view, add, modify, and delete the different types of Rules in the system.
Rules are used to define special circumstances, to restrict System Access, or Capture Totals in
a nonstandard way. This can be used to force Servers to enter a drink for every guest on a check,
to enter an entree for each reduced price house salad, track the Sales of special items (like promo
sandwiches), etc...

Setup - Edit Rules Select

Rules List - Displays a list of all the Rules in the system.


Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Rule.
Add - Creates a new Rule in the system.
Delete - Deletes the selected Rule from the system, this functionality is typically
not available.
Sorted - Refreshes the screen and displays all of the Rules in order by their Sort
Id number.
In-Active - Displays all of the Rules, both current and In-Active. An exclimation
point will be displayed in front of any Rules that are In-Active.
Edit
This window lets you modify the currently highlighted Rule.

Setup - Edit Rule

Id - The Identifying Number given to the Rule by the system and can not be
changed.
Name - The Name of the Rule.
Sort - The Numerical Order in which to sort the Rule.
Criteria - The Conditions that must be met before this Rule activates.

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In-Active - If checked, removes the Rule from reports and the Front of House POS
Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Rules Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Rules Select window.
Previous - Moves to the Rule before this one in the Rules List so it can be viewed
and modified.
Next - Moves to the Rule after this one in the Rules List so it can be viewed and
modified.
Add - Creates a new Rule Detail.
Edit - Modifies the highlighted Rule Detail.
Delete - Removes a Rule Detail from the Rule.

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6.19 - Modify Gratuities

This window allows you to view, add, modify, and delete the different types of Gratuities in the
system. These can be automatically triggered by Dining Area, Discount, Coupon, the number of
Guests on a check, or by a Manager.

Setup - Edit Gratuities Select

Gratuities List - Displays a list of all the Gratuities in the system.


Done - Closes the window and returns you to the Back Office program..
Edit - Modifies the highlighted Gratuity.
Add - Creates a new Gratuity in the system.
Delete - Deletes the selected Gratuity from the system, this functionality is typi-
cally not available.
Sorted - Refreshes the screen and displays all of the Gratuities in order by their
Sort Id number.
In-Active - Displays all of the Gratuities, both current and In-Active. An exclimation
point will be displayed in front of any Gratuities that are In-Active
Edit
This window lets you modify the currently highlighted Gratuity.

Setup - Edit Gratuity

Id - The Identifying Number given to the Gratuity by the system and can not
be changed.
Name - The Name of the Gratuity.
Sort - The Numerical Order in which to sort the Gratuity.
Column - The Column the Gratuity is displayed in on the Front of House POS
Terminals.
Row - The Row the Gratuity is displayed in on the Front of House POS Termi-
nals.
Lookup - Opens a window to select where this Gratuity would be placed on the
Front of House POS Terminals.
Transfer To Item - Transfers the Calculated Amount of the Gratuity to an Item on the check,
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Rate - The total Rate of the Gratuity.
House Rate - The Rate of Gratuity that is kept as Income.
Min Guests - Minimum Amount of guests for the Gratuity to be applied.
Max Guests - Maximum Amount of guests for the Gratuity to be applied.
Auto Grat - If it is an Auto Gratuity.
Manager Required - If a Manager is required to apply the Gratuity.
Open Amount - If the system should prompt for the Amount of the Gratuity when applied.
Open House Amount - If the system should prompt for the House Amount of the Gratuity when
applied.
Include Comps - If Comped Items should be included in the Calculation.
Include Discounts - If Discounts should be included in the Calculation.
Include Coupons - If Coupons should be included in the Calculation.
Include Taxes - If Taxes should be included in the Calculation.
In-Active - If checked, removes the Gratuity from reports and the Front of house
POS Terminals.
OK - Processes all the changes made and closes the window, returning you
to the Setup Gratuities Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Gratuities Select window.
Previous - Moves to the Gratuity before this one in the Gratuities List so it can be
viewed and modified.
Next - Moves to the Gratuity after this one in the Gratuities List so it can be
viewed and modified.

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6.20 Modify Billiard Rates

This window allows you to view and modify the different rates for Billiard Tables based on the Day
of the Week selected. These rates are charged per table based on the number of player, and can
vary by the table, the time of day, and the day of the week.

Setup - Table Rates Day of Week

Day of Week List - Displays a list of all the Days of the Week.
Modify - Modifies the Rates for the Days which are highlighted.
Cancel - Closes the window without processing any changes and returns you to
the Back Office program.
Select All - Highlights all the Days of the Week.
Sel Weekdays - Highlights the Weekdays only.
Sel Weekends - Highlights the Weekends only.
Modify
This window lets you modify the rates of the day(s) that is highlighted.

Setup - Edit Billiard Rates

Tables List - Displays a list of the first 99 Tables in the system.


Select All - Highlights all the Tables, to be able to modify them all to the same
Rates.
Un Select - Un-highlights all the Tables.
Catg - The Sales Category the Revenue should go to.
Min Rate - The Minimum Amount to be charged for the Table.
Max Rate - The Maximum Amount to be charged for the Table.
Tax Method - The Taxes Available to be charged.
Tax Rate - The Tax Rate that is charged for the Table.
1 - 6 Player - The Total Hourly Rate charged for the Table based on the number of
players.
Time To - The Time this Hourly Rate Ends and the next one Begins.
OK - Processes the changes and closes window, returning you to the Back
Office program.
Cancel - Closes window without processing the changes and returns you to the
Back Office program.

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6.21 - Modify Server Upsell Message

This window allows you to input an Up Sell Message that pops up when a Server goes to Print or
Close a check for the First time. This is used to remind them to enter all their drinks or remind
them of a Contest running.

Setup - Edit Upsell Message

Enable Message - Turns the message On or Off.


Message - What will be displayed on the Pop Up window.
CTR - If the Message should be in the Center of the screen.
LRG - If the Message should be Large on the screen.
OK - Commits changes and closes window, returning you to the Back Office
program.
Cancel - Closes window without committing changes and returns you to the Back
Office progam.
Default Screen - The screen the Server is taken to if they select no.

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6.22 - Modify Remote Printers

This window allows you to view, add, modify, or delete the physical Printers attached to the Front
of House POS Terminals. These include both the Guest Check Printers and Remote Kitchen/Bar
Printers.

Setup - Edit Remote Printers Select

Printers List - Displays a list of all the Remote Printers in the system.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Remote Printer.
Add - Creates a new Remote Printer in the system.
Delete - Deletes the selected Remote Printer from the system, this functionality
is typically not available.
Sorted - Refreshes the screen and displays all of the Remote Printers in order by
their Sort Id number.
In-Active - Displays all of the Remote Printers, both current and In-Active. An
exclimation point will be displayed in front of any Remote Printers that
are In-Active
Edit
This window lets you modify the currently highlighted Remote Printer.

Setup - Edit Remote Printer

Id - The Identifying Number given to the Remote Printer by the system and
can not be changed.
Name - The Name of the Remote Printer.
Sort - The Numerical Order in which to sort the Remote Printer.
Cut Redirected Chit - If the Redirect Message should be cut from the bottom of the chit. You
will typically turn this On for Guest Check Printers and Off for Remote
Kitchen/Bar Printers.

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Port - The Port the Printer is connected to on the Front of House POS Terminal
(COMx, or LPTx).
Terminal - The Terminal the Printer is connected to (Terminalxx).
Redirect To - The Printer to Redirect the Print Job to, if it cannot be serviced at this
Printer.
Redirect Time-out - The Number of Seconds to wait before Redirecting Print Jobs.
Normal Command - The Command String to Print Normal Text.
Wide Command - The Command String to Print Wide Text.
Red Command - The Command String to Print Red Text.
Exit Command - The Command String to End the chit.
Logo File - The Name of the File that has the Logo Image to Print on the receipt.
Drawer 1 - The Command to Activate Cash Drawer 1.
Drawer 2 - The Command to Active Cash Drawer 2.
In-Active - If checked, removes the Remote Printer from reports and the Front of
House POS Terminals.
OK - Processes all the changes and closes the window, returning you to the
Setup Remote Printers Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Remote Printers Select window.
Previous - Moves to the Remote Printer before this one in the Printers List so it can
be viewed and modified.
Next - Moves to the Remote Printer after this one in the Printer List so it can be
viewed and modified.

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6.23 - Modify Check Trailers

This window allows you to input a Message to be automatically Printed at the end of every guest
check Printed from a specific Terminal(s).

Setup - Edit Check Trailers

Set The Terminals - Selects the Terminal(s) it will Print from.


Bold - Specifies if the Message should be Printed in Bold Type.
Red - Specifies if the Message should be Printed in Red Type.
Text - Lets you input the Message to be Printed.
Save - Processes the changes and closes the window, returning you ot the
Back Office program.
Cancel - Closes the window without processing changes and returns you to the
Back Office program.

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6.24 - Run Programs Setup

This window allows you to view, add, modify, and delete shortcuts on the Back Office Menu to run
other programs or scripts on the pc. This could be useful for restarting End of Day Scripts or
Archiving Utilities that are only needed periodically.

Setup - Edit Run Programs Select

Programs List - Displays a list of all the Program Shortcuts defined in the Back Office
Menu.
Done - Closes the window and returns you to the Back Office program.
Edit - Modifies the highlighted Program Shortcuts’s execution settings.
Add - Creates a new Program Shortcut on the Back Office Menu.
Delete - Deletes the selected Program Shortcut from the Back Office Menu, this
functionality is typically not available.
In-Active - Displays all of the Program Short Cuts, both current and In-Active. An
exclimation point will be displayed in front of any Program Shortcuts that
are In-Active
Edit
This window lets you modify the currently highlighted Program Shortcut on the Back Office Menu.

Setup - Edit Run Program

Id - The Identifying Number given to the Program Shortcut by the system


and can not be changed.
Name - The Name of the Program Shortcut as shown on the Back Office Menu.
Command - The Full Path and Command Name of the Execuatable to run.
Params - The extra Command Line Parameters to run.
In-Active - If checked, removes the Program Shortcut from the Back Office Menu.
OK - Processes all the changes made and closes the window, returning you
to the Setup Run Program Select window.
Cancel - Closes the window without processing the changes and returns you to
the Setup Run Programs Select window.
Previous - Moves to the Program Shortcut before this one in the Programs List so it
can be viewed and modified.
Next - Moves to the Program Shortcut after this one in the Programs List so it
can be viewed and modified.

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6.25 - Utilities

Reload All Files - Reloads all POS Files from the Disk.
Re-Print Yesterdays EOD Reports - Reprints Yesterday’s End of Day Reports.
Re-E-Mail Yesterdays EOD Reports - Re-E-Mails Yesterday’s End of Day Reports.
Export Sales Out Files - Export the Sales Out Data to an outside program.
Export Data Files - Sends the Data Files to an outside program.
Export XML Files - Sends all the XML Data to the Server.
Upload XML Data - Uploads all the XML Data from the Server.
Import Schedule - Loads the Schedule into the system from an outside program.
Clear Electronic Payments - Erases all the Electronic Payments in the POS system that
have not been sent to the Financial Processor.
Create Files - Erases all POS Files in system and creates new Files.
Repair Files - Repairs all POS Files in system.
Import Files From AII POS - Imports POS files from the AII system.

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7 - Reports

The Reports menu lets you run different types of reports for your location, such as sales reports,
server reports, transaction reports, weekly reports, employee reports, menu item reports, and
database setup reports. All reports except those that are transaction quesy based (See POS and
TIme Clock) are found under this menu.

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7.1 - Full Report

This screen is used to run the following reports;


Product Mix (Item Sort),
Product Mix (Qty Ranked),
Product Mix (Dollar Rank),
Average Daily Menu Mix,
Plate Cost,
Itemized Profitability,
Upper 50 Items By Volume,
Upper 50 Items By Dollar

Reports - Full Report

Start Date - Lets you select the Start Date for the report.
End Date - Lets you select the End Date for the report.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Group By - Lets you select how the items should be Grouped.
Select All - Highlights all the items in the window.
Un Select All - Un-highlights all the items in the window.
Revenue Center - The Revenue Centers to be included in the report.
Select All - Highlights all the Revenue Centers.
Un Select All - Un-highlights all the Revenue Centers.
Time Period - The Time Periods to be included in the report.
Select All - Highlights all the Time Periods.
Un Select All - Un-highlights all the Time Periods.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.2 - Revenue Center and Time Period Report

This screen is used to run the following reports;


Daily Sales Report,
Departmental Sales,
Categorical Sales,
Reductions Report,
Voids,
Refunds,
Comps,
Discounts,
Coupons,
Server Sales,
Server Payment Summary,
Server Payment Details,
Server Other Trans,
Server Net Adjustments Analysis,
Server All Adjustments Analysis,
Server Voids Analysis,
Server Refund Analysis,
Server Comp Analysis,
Server Discounts Analysis,
Server Coupon Analysis,
Manager Net Adjustments Analysis,
Manager All Adjustments Analysis,
Manager Voids Analysis,
Manager Refunds Analysis,
Manager Comp Analysis,
Manager Discounts Analysis,
Manager Coupon Analysis,
Bank Deposit Details,
Cash Paid In - Out Details,
Gift Cards Details,
Gift Cards Sales Detail,
Gift Cards Redemption Detail,
On Account Details,
On-Account Payment Detail,
On-Account Charges Detail,
Vending Control Sales Detail,
Loyalty Details,
Loyalty Add Points Detail,
Loyalty Redemption Detail,
Irregularities Summary,
Irregularities Details,
Manager Notes,
Manager Activities,
Server Ticket Details,
Transaction Register

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Reports - Revenue Center and Time Period Report

Start Date - Lets you select the Start Date for the report.
End Date - Lets you select the End Date for the report.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Revenue Center - The Revenue Centers to be included in the report.
Select All - Highlights all the Revenue Centers.
Un Select All - Un-highlights all the Revenue Centers.
Time Period - The Time Periods to be included in the report.
Select All - Highlights all the Time Periods.
Un Select All - Un-highlights all the Time Periods.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.3 - Time Period Only Report

This screen is used to run the following reports;


Revenue Center Sales

Reports - Time Period Report

Start Date - Lets you select the Start Date for the report.
End Date - Lets you select the End Date for the report.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Time Period - The Time Periods to be included in the report.
Select All - Highlights all the Time Periods.
Un Select All - Un-highlights all the Time Periods.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.4 - Revenue Center Reports

This screen is used to run the following reports;


Time Period Sales,
Hourly Sales,
Weekly Hourly Sales,
Weekly Hourly Guests,
Weekly Hourly Tickets,
Weekly Hourly Sales/Guest,
Weekly Hourly Sales/Ticket,
Weekly Hourly Avg Sales,
Weekly Hourly Avg Guests,
Weekly Hourly Avg Tickets

Reports - Revenue Center Report

Start Date - Lets you select the Start Date for the report.
End Date - Lets you select the End Date for the report.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Revenue Center - The Revenue Centers to be included in the report.
Select All - Highlights all the Revenue Centers.
Un Select All - Un-highlights all the Revenue Centers.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.5 - Contest Reports

This screen is used to run the following reports;


Contest Report (Default Ranking),
Contest Report (Emp Sort),
Contest Report (Dollar Ranked),
Contest Report (Points Ranked),
Contest Report (Qty Ranked),
Contest Report Per Guest (Default Ranking),
Contest Report Per Guest (Emp Sort),
Contest Report Per Guest (Dollar Ranked),
Contest Report Per Guest (Points Ranked),
Contest Report Per Guest (Qty Ranked)

Reports - Contest Report

Start Date - Lets you select the Start Date for the report.
End Date - Lets you select the End Date for the report.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Contest - Lists all the Contests available to run the report for.
Select All - Highlights all the Contests in the window.
Un Select All - Un-highlights all the Contests in the window.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.6 - Journal Range Report

This screen is used to run the following reports;


Gift Card Sales (Emp Sort),
Gift Card Sales (Dollar Ranked),
Gift Card Sales Per Guest (Emp Sort),
Gift Card Sales Per Guest (Dollar Ranked),
VCS Sales (Emp Sort),
VCS Sales (Dollar Ranked),
VCS Sales Per Guest (Emp Sort),
VCS Sales Per Guest (Dollar Ranked)

Reports - Journal Range Report

Start Date - Lets you select the Start Date for the report.
End Date - Lets you select the End Date for the report.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.7 - Journal Start Date Only Report

This screen is used to run the following reports;


Ideal Credit Cards

Reports - Journal Range Report

Start Date - Lets you select the Start Date for the report.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.8 - Sort Employees, Date, and Group by Reports

This screen is used to run the following reports;


Weekly Labor Dollars Per Sales,
Weekly Labor Dollars Per Guests,
Weekly Labor Dollars Per Tickets,
Weekly Labor Hours Per Sales,
Weekly Labor Hours Per Guests,
Weekly Labor Hours Per Tickets,
Payroll Overview,
Payroll Summary,
Payroll Summary By Department,
Payroll Summary By Category,
Payroll Details,
Declared Tip Analysis,
Performance Analysis,
Commission Overview,
Commission Summary,
Commission Summary By Department,
Commission Summary By Category,
Commission Details,
Full Transaction Details,
Clock In/Out Details,
Sales/Performance Details,
Commission Details,
Adjustment Details,
Manual Time Clock Details

Reports - Sort Employees, Date, and Group By Report

Sort Employees By - Allows you to print the report sorted by placing the bullet point in the
search criteria.
First Name - Sorts all Employees by there First Name.
Last Name - Sorts all Employees by there Last Name.
Employee Id - Sorts all Employees by there Internal Id Number.
External Id - Sorts all Employees by there External Id Number.
Social Security - Sorts all Employees by there Social Security Number.
Dates - Allows you to select the Date to run the report for.
Today - Runs the report for today.
This Pay Week - Runs the report for this pay week.
This Pay Period - Runs the report for this pay period.
Last Pay Week - Runs the report for last pay week.
Last Pay Period - Runs the report for last pay period.
Specific Date - Lets you input a specific Date to run the report on.
Specific Dates - Lets you select a specific Date Range to run the report on

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Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Group By - Lets you select how the Employees are grouped.
Select All - Highlights all the Employee Groups in the window.
Un Select all - Un-highlights all the Employee Groups in the window.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.
Posted Period - Lets you select a specific previous pay period from a list

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7.9 - Sort Employee and Group By Reports

This screen is used to run the following reports;


Employee Summary,
Employee Details,
Employee Phone Listing,
Employee Pay Rates By Employee,
Employee Pay Rates By Category,
Employee Commission Rates,
Employee Commission Rates By Category

Reports - Sort Employees and Group By Report

Sort Employees By - Allows you to print the report sorted by placing the bullet point in the
search criteria.
First Name - Sorts all Employees by there First Name.
Last Name - Sorts all Employees by there Last Name.
Employee Id - Sorts all Employees by there Internal Id Number.
External Id - Sorts all Employees by there External Id Number.
Social Security - Sorts all Employees by there Social Security Number.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Group By - Lets you select how the Employees are grouped.
Select All - Highlights all the Employee Groups in the window.
Un Select All - Un-highlights all the Employee Groups in the window.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.10 - Sort Menu Items and Group By Reports

This screen is used to run the following reports;


Item Summary Listing,
Item Details,
Item Partial Details,
Item Price Details,
Item Price Summary,
Item Screen Groups,
Item Chain Links,
Item Screen Layout,
86’d Items Listing

Reports - Sort Menu Items and Group By Report

Sort Menu Items By - Allows you to print the report sorted by placing the bullet point in the
search criteria
Item Name - Sorts all Items by their Name.
Item Id - Sorts all Items by their Internal Id Number.
Ext Id - Sorts all Items by their External Id Number.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Group By - Lets you select how the Items are grouped.
Select All - Highlights all the Item Groups in the window.
Un Select All - Un-highlights all the Item Groups in the window.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.11 - Sort Cards by Report

This screen is used to run the following reports;


Batch Summary,
Batch Details,
Batch Irregularities

Reports - Sort Cards By Report

Sort Cards By - Allows you to print the report sorted by placing the bullet point in the
search criteria.
Date/Time - Sorts all Cards by Date and Time when they were used.
Card Type - Sorts all Cards by their Type.
Amount - Sorts all Cards by the Amount of the transaction.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.
Date - Lets you select the day the report will print for.
Print - Builds and sends the report to the default printer.
Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.

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7.12 - Print Preview and Cancel Report

This screen is used to run the following reports;


Batch History,
Pay Departments,
Pay Categories,
Shifts,
Commission Departments,
Commission Categories,
Overtime Rules,
Departments,
Categories,
Price Groups,
Screen Groups,
Speed Menus,
Item Types,
Printer Types,
Printer Routes,
Business Info,
End of Day,
Electronic Payment Setup,
G/L Accounts,
Vendors,
Comps,
Voids,
Discounts,
Discounts Detail,
Refunds,
Coupons,
Coupon Detail,
Taxes,
Payments,
Gift Cards,
Billiards Rates,
Revenue Centers,
Dining Areas,
Table Locations,
Server Upsell Message,
Reporting Time Periods,
Remote Printers,
Check Trailers

Reports - Print Preview and Cancel Report

Print - Builds and sends the report to the default printer.


Preview - Displays the report on the screen allowing you to view it before printing.
Cancel - Closes the window without processing the report.
Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing
you to select the target printer, number of coppies, and the page range to
print.

onePOS.com Back Office Manual - Version 1.5 - 183

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