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Back Office Manual
Version 1.5
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
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
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
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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..
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.
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.
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.
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 .
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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
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....
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
Id - The Identifying Number given to the Contest by the system and can not
be changed.
Name - The Name of the Contest.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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
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.
Done - Closes the window and returns you to the Back Office program.
Edit
This screen lets you modify the Speed Menu that is selected.
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.
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...
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.
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.
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..
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.
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.
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.
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.
Id - The Identifying Number given to the Printer Routing by the system and
can not be changed.
Name - The Name of the Printer Routing.
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.
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.
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.
This window allows you to view and modify your General Business Information..
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.
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.
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.
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.
This window allows you to view, add, modify, and delete the different Time Periods to be used for
Reports.
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.
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.
This window lets you view, add, modify, and delete the different General Ledger Accounts to be
used for Cash Paid Ins and Outs.
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.
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.
This window lets you view, add, modify, and delete the diffrent outside Vendors to be used for Cash
Paid Ins and Outs.
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.
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...
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.
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.
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.
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.
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.
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.
This window lets you view, add, modify, and delete the different types of Payment Methods ac-
cepted on the Front of House POS Terminals.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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
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.
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.
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.
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...
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.
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).
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-
This window allows you to view, add, modify, and delete up to 5 different Tax Definitions for use in
the system.
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.
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
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...
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.
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.
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,
160 - onePOS.com Back Office Manual thereby allowing
- Version 1.5 you to Track the Income and possibly charge Tax.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.