POS: Manager Manual

POS: Manager Manual
POS: Manager Manual
Version: 01/01/2012
POS: Manager Manual
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Table of Contents
Getting Started ……………………………………………………………………
3
3
3
3
Post a Credit Card Transaction…………………………… 8
System Time ………………………………………………………………..………….
Connectivity Indicator Light …………………………………………………….
Sign-in Pad ………………………………………………………………………………
Clock In / Out ………………………………………………………………………….
Declare Tips …………………………………………………………………………….
Close Day ………………………………………………………………………………..
Halo Community Support ……………………………………………………….
3
3
3
3
Offline Credit …………………………………………………………
Processing Transaction Offline ………………………………….
Set the terminal to offline mode ……………………………….
Select a different Tender / Try again ………………………….
First-level Command Bar Functions …………………………………
Sign Out ………………………………………………………………………………….
4
4
Voice Auth Code ……………………………………………………….. 10
Set the terminal to Credit offline mode (manually) ……. 10
Cash ………………………………………………………………………………………..
4
Post a Stored Value Card Payment …………………
Add to Stored Value Card …………………………………
Check Stored Value Card Balance ……………………
Offline Stored Value Card ……………………………………
Approved ………………………………………………………………… 8
Declined …………………………………………………………………… 8
Credit Unavailable ……………………………………………………. 8
9
9
9
9
11
Pay ……….………………………………………………………………………………….
4
Print …………………………………………………………………………………………
4
Reports ……………………………………………………………………………………
Arrow ………………………………………………………………………………………
Scroll down Arrow ……………………………………………………………………
Main Menu Group ……………………………………………………………………
Navigation Group ……………………………………………………………………..
4
4
4
4
4
Numeric Bar ……………………………………………………………………………..
Look up …………………………………………………………………………………….
Add/No …………………………………………………………………………………….
Trash ………………………………………………………………………………………..
4
4
4
4
Connectivity Indicator Light ………………………………. 15
Keyword Lookup ………………………………………………..… 16
Cash Drawer (Assignment) ………………………………… 17
Processing Transaction Offline ………………………………….
Set the terminal to offline mode ………………………………
Select a different Tender / Try again ………………………..
Set the terminal to Gift Card offline mode (manually) ..
11
12
13
13
13
13
14
Green ………………………………………………………………………. 15
Yellow ……………………………………………………………………... 15
Red …………………………………………………………………………. 15
Item Tax Override ……………………………………………………………………
4
Check View ………………………………………………………………………………
Back Arrow ………………………………………………………………………………
4
4
Home ……………………………………………………………………………………….
Forward Arrow …………………………………………………………………………
4
4
Start Bank …………………………………..…………………………..
18
Second-level Command Bar Functions ………………………....... 5
Paid In ……………………………………………………………….…….
18
Get Prices …………………………………………………………………………………
No Sale …………………………………………………………………………………….
Keyword Lookup ………………………………………………………………………
Keyword Inquiry ……………………………………………………………………….
5
5
5
5
Media Pickup ………………………………………………..……… 19
Pickup (Drop) …………………………………………………………..
Paid Out ……………………………………….…………………………
Deposit ……………………………………………………………………
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19
19
Board Mode ……………………………………….…………………
Unlock Check ………………………………………………………..
Return (Refund) ……………………………………………………..
Reports ………………………………………………………………….
Close Day ………………………………………………………………
Open Check …………………………………………………………..
20
Return ………………………………………………………………………………………
5
Waste ……………………………………………………………………………………….
5
Next Level …………………………………………………………………………………
5
Third-level Command Bar Functions ………………………………… 6
Exempt Taxes ……………………………………………………………………………
6
Reprint Credit / Debit ……………………………………………………………….
Cash Drawer ……………………………………………………………………………..
Unlock Checks …………………………………………………………………………..
Media Loan ……………………………………………………………………………….
Media Pickup …………………………………………………………………………….
6
6
6
6
6
Un-assign Cash Drawer ……………………………………………. 17
Media Loan ………………………………………………………….. 18
22
23
24
26
27
Fourth-level Command Bar Functions ………………………………. 7
Cred / Debit Online ……………………………………………………………….....
Add to Gift Card ………………………………………………………………………..
Gift Card Balance ………………………………………………………………………
Gift Card Online …………………………………………………………………….....
Board Mode ………………………………………………………………………………
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7
7
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POS: Manager Manual
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Getting Started
1- System Time
Time used for reporting purposes.
2- Connectivity Indicator Light (For More Information: Pg. 15)
Green: connected to the internet and able to process credit and store valued cards.
Yellow or Red: the terminal is offline. Credit Card and Cash transactions can still be completed.
3- Sign-in Pad
Used to enter POS ID to log into the terminal.
4- Clock In / Out
The ability to clock in/out of the system.
5- Declare Tips
Used to Declare Indirect and Direct cash tips
6- Close Day
Ensures system is ready for the next day. (For More Information: Pg. 26-29)
7- Halo Community Support: 1.888.778.HALO (4256)
7:00am – 12:00am EST - 7 Days a week
Emergency Hours: 24 hours a day - 7 days a week
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First-level Command Bar Functions
1- Sign Out: Allows user to exit HALO to sign-in screen.
2- New: Open new Check.
3- Cash: Shortcut to cash Tender.
4- Pay: Opens payment selection group, displays tenders.
5- Send: Send unsent menu items (Park checks)
6- Print: Prints customer checks.
7- Cancel: Cancels all items on check that are unset.
8- Reports: Shortcut to local report groups.
9- Arrow: Navigates to Second and Third level functions.
10- Main Menu Group: Displays main menu group of tender and discount keys. (or any other buttons on screen)
11- Navigation Group: Displays Sub Menu buttons.
12- Numeric Bar: Allows you to order items by quantity, by selecting the number of items before ordering.
13- Count List: View snapshot of all items placed on a count down
14- Look Up: Search items by barcode.
15- Add/No: Type text messages on the check.
16- Trash: Allows user to remove selected items from current check. (Error Correction)
17- Item Tax Override: Remove tax for non-taxable items.
18- Check View: Displays the current user’s open check.
19- Back Arrow: Go back one menu screen.
20- Home: Return to the main menu group.
21- Forward Arrow: Move forward one menu group.
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Second-level Command Bar Functions
1-Print Close: Close the sales down for a specific user, will also clock them out.
2-Discount & Charge: Apply discounts or service charges to checks
3-Override Price: adjust the price of a menu items on the spot, juts this on
4-Get Prices: Quick price check by items.
5- No Sale: Open cash drawer without performing a sale.
6- Keyword Lookup: Allows you to find and order an item by entering in all or part of the item name.
(For More Information: Pg. 16)
7- Keyword Inquiry: Allows you to find and check price, on an item by entering in all or part of the item name.
8-Return: Allows you to ring in an item as a refund. (For More Information: Pg. 23)
9- Waste: Allows you to record an item as waste.
10- Next Level: Takes you to Third-level Command Bar Functions.
**Keys not used: Get Prices, Merge Check, Move Check, Transfer Check, and Print by Guest.**
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Third-level Command Bar Functions
1- Exempt Taxes: Allows you to exempt selected taxes from Check.
2- Reprint Credit/Debit: Allows a user to reprint a credit slip.
3- Cash Drawer: Allows you to assign the cash drawer to an employee. (For More Information: Pg. 17)
4- Reopen Close Check: Allows a user to reopen any closed check from today
5- Unlock Checks: Will unlock a check that appears as locked. (For More Information: Pg. 20)
6- Media Loan: Adds to an employee’s cash. (For More Information: Pg. 18)
7- Media Pickup: Deducts from an employee’s cash. (For More Information: Pg. 19)
8- Set Count: Allows you to place count downs on menu times or make out of stock.
9- Next Level: Takes you to Fourth-level Command Bar Functions.
**Keys not used: Reopen Check, Declare Tips, Pay Tips, Charge Tips, Change Password, Redirect Printer and Set
Count.**
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Fourth-level Command Bar Functions
1- Cred/Debit Online: Sets Halo to offline mode for Credit Card transactions. (For More Information: Pg. 9-10)
2- Add to Gift card: Allows you to add money to Store Value Card. (Not available for all Store Value Platforms)
3- Gift card Balance: Allows you to check the available balance on a Store Value Card.
4- Gift card Online: Sets Halo to offline mode for Store Value Cards. (For More Information: Pg. 14)
5- Board Mode: Same item is sold repeatedly in a board/cafeteria environment and can only be processed with
integrated student card. (For More Information: Pg. 20-21)
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Post a Credit Card Payment
1. Select Credit
2. Select Enter to accept this amount, or type an amount (e.g., a partial payment) and select Enter. A pop-up
window displays for the card number.
3. Swipe the card through the reader, the expiration date was entered automatically. If you type the credit card
number, a pop-up window displays. Type the date and select Enter. The check detail displays the following in red
the word Authorizing, followed by the card type, followed by the payment amount. The system contacts the credit
card processor.
•
•
•
If the authorization request is Approved, the card type is replaced by a string of asterisks (***) and the
last four digits of the credit card.
If the request is Denied, the check detail displays Declined, and the line is highlighted in yellow.
If the credit card processor is out of communication (down), the check detail displays Credit Unavailable,
and the line is highlighted in yellow. From here the user may tender the credit transaction through an
“Offline Credit” mode.
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Offline Credit
If your Halo system is unable to communicate with the Credit Card processor, an authorized employee can accept a
credit card payment as an offline transaction.
The Offline Credit function enables you to settle a credit tender and therefore close a check on the POS. The
actual credit transaction through the credit processor will queue up for automatic processing when the
communication is re-established.
When your Halo system detects it is unable to connect to Credit Card processor, you will be prompted to choose
one of the following options:
1. Process Transaction Offline: allows you to do an offline transaction just for the current check.
2. Set the terminal to offline mode: allows you to turn on offline mode for all going forward transactions.
3. Select a different Tender/Try again: allow you to complete transaction with another tender.
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Voice Auth Code
Enter voice authorized code from the appropriate credit card authorizing bank. If it did not call for a
voice authorization and/or you do not have this number, hit “ENTER” to continue to process the
transaction offline.
Set the terminal to Credit offline mode (Manually)
Step 1: Go to Fourth-level command bar functions.
Step 2: Hit the “Cred/Debit Online” key. (To turn this mode off, hit the same key again)
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Post a Stored Value Card Payment
1. Select Stored Value Card tender key (Blackboard, Cbord, Cardsmith, Heartland, and/or SoGo)
2. Select Enter to accept this amount, or type an amount (e.g., a partial payment) and select Enter. A pop-up
window displays for the card number.
3. Swipe the card through the reader. Users are also able to manually type in the card number by using the pin
pad, if the card does not read when swiping.
Add to Stored Value Card
1. Click on the grey arrow on the bottom left, to access the blue manager keys:
2. Go to the fourth-level functions and select “Add to Gift Card”.
3. Swipe the card (or manually type the number on the pin pad)
4. Enter the Amount that you wish to add to the Stored Value Card.
5. Select tender to pay for the credit added on the card.
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Check Stored Value Card Balance
1. Click on the grey arrow on the bottom left, to access the blue manager keys:
2. Go to the fourth-level functions and select “Gift Card Balance” and select “GC Redeemed”.
3. Swipe the card (or manually type the number on the pin pad).
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Offline Stored Value Card
If the stored value card processor is out of communication (down), an authorized employee can accept a stored
value card payment as an offline transaction.
The “Offline Gift Card” function enables you to settle a stored value card tender and therefore close a check on the
POS. The actual transaction through the stored value card processor will queue up for automatic processing when
the communication is re-established.
To tender an Offline Store value card Transaction, the process is as follows:
Options:
1. Process Transaction Offline: allows you to do an offline transaction just for the current check.
2. Set the terminal to offline mode: allows you to turn on offline mode for all current transactions.
(Can be re-enabled in Fourth-level command bar)
3. Select a different Tender/Try again: allow you to complete transaction with another tender.
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Set the terminal to Gift Card offline mode (Manually)
Step 1: Go to Fourth-level command bar functions.
Step 2: Hit the “Gift Card Online” key. (To turn this mode off, hit the same key again)
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Connectivity Indicator Light
Green= Connected to the internet and able to process credit and stored value cards.
Yellow= Weak Internet Signal.
Action: Please check local internet connection.
Red= No Internet Connectivity and/or Enterprise Manager is not connected.
Action: Please check local internet connection. If local internet connection is fine, please
continue to process transactions. If the Connectivity Indicator light continues to stay red for longer
than an hour, then please call HALO Community Support: 1.888.778.HALO (4256)
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Keyword Look-up
Allow you to find an item by entering all or part of the name of the item. You can order the item from this screen.
1. Press Keyword Lookup and type in part of the item description from the Second-level menu functions.
2. Press any item on the search results to add it to a check.
3. Press Cancel to exit the search results window.
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Cash Drawer (Assignment)
Allow you to assign the cash drawer to an employee. The cash drawer will only open on cash transactions for the
assigned employee.
1. Press Cash Drawer from the Third-level menu functions.
2. Choose Cash Drawer 1 or 2 assign the drawer to the current cashier. (The Cash Drawer will remain assigned to
this user until it is un-assigned).
3. To un-assign the drawer, press Cash Drawer.
4. Choose Cash Drawer 1 or 2 to un-assign.
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Media Loan
This record the amount of cash placed in the cash drawer, such as at the start of a shift.
1. Select Media Loan from the Third-level menu functions.
2. Select Start Bank or Paid in.
•
•
Start Bank records a float given to an employee at the beginning of their shift.
Paid In records cash added to an employee’s cash that was not generated from a sale.
3. Enter the user ID of the employee accepting the cash.
4. Enter the amount. (This function requires management authorization)
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Media Pickup
This records cash removed from the drawer, such as a “drop”, “paid out”, or “deposit”, of excess large bills.
1. Select Media Pickup from the Third-level menu functions.
2. Select “Pickup, Paid Out, or Deposit.
•
•
•
Pickup (Drop) records excessive cash removed from an employee’s cash.
Paid Out records cash used to pay petty cash expenses, and requires the user to enter a reason.
Deposit records the actual cash In drawer at the end of a shift (This function requires management
authorization)
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Board Mode
Step 1: Select Board Mode from the Fourth-level menu functions and then choose item for Board Mode.
Step 2: Select Gift Card Tender.
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Step 3: Swipe Card or enter card number.
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Unlock Check
Use this to unlock a check that is open on a register.
1. Select Unlock Checks from Third-level functions.
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Return (Refund)
This key will allow you to ring in an item as a refund.
1. Press Return and then choose an item.
2. The item will appear in red text as a credit on the receipt.
3. Press Return and choose another item to be returned on the same check –or4. Select a tender to finalize the check. (Credit, Cash, and some Stored Value Cards)
**Stored Value Cards for returns: Blackboard, CardSmith, SoGo and Heartland**
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Reports
1- Employee Detail Report
This report includes net revenues, discounts, errors, checks outstanding, guest average, check average, major
group summary, discount and tax summaries, off-line credit and media loan/pickup for a cashier or all employees.
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2- Sales by Hour
This report shows sales by hour for this register.
*If you need to adjust the meal periods, please contact your HALO Implementation Consultant**
3- System Detail Report
This is a sales report for this register.
4- System Discounts
This report shows all discounts recorded by each employee and/or manager for this register.
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Close Day
Step 1: Click on “Close Day” and enter the Manager’s POS ID on the number pad.
Step 2: If there are no OPEN CHECKS, you will be able to click on “Continue” (Continue on Page: 26)
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Open Check
If there is an open check, this ALERT will appear on the screen.
Next Step: click on CANCEL
Next Step: GM/Manager needs to sign-in and click on the open check. Then proceed and do an over-ring.
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Step 3: Click on “Yes” to print out all listed employee Cash-out Reports.
Step 4: Click on “Done” to complete the Close Day.
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Step 5: The Terminal will reboot in 120 seconds. Please leave register on 24/7 to receive software updates.
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