WaiterPos Customer Manual - PRS-EPOS

WaiterPos Customer Manual - PRS-EPOS
HelpAndManual_unregistered_evaluation_copy
WaiterPos Customer
Manual
HelpAndManual_unregistered_evaluation_copy
WaiterPos Customer Manual
© 2008 PRS-EPOS
All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or
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While every precaution has been taken in the preparation of this document, the publisher and the author assume no
responsibility for errors or omissions, or for damages resulting from the use of information contained in this document
or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be
liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or
indirectly by this document.
Printed: September 2008 in United Kingdom
Publisher
PRS-EPOS
Author
Jade Peel
Technical Editors
Mark Rose
Jade Peel
Contents
3
Table of Contents
Foreword
0
5
Part I WaiterPOS
1 Introduction ................................................................................................................................... 5
2 WaiterPOS Operation
................................................................................................................................... 6
Log On to system
..........................................................................................................................................................
Bar Mode Ordering
..........................................................................................................................................................
Table Ordering
..........................................................................................................................................................
Error Correct ..........................................................................................................................................................
Void
..........................................................................................................................................................
Printing the Bill
..........................................................................................................................................................
Creating a Bar..........................................................................................................................................................
Tab
Moving a Bar ..........................................................................................................................................................
order to a Table
Custom Message
..........................................................................................................................................................
Key
Split Bills
..........................................................................................................................................................
Split bill equally
.........................................................................................................................................................
Reports
..........................................................................................................................................................
Flash Reports
.........................................................................................................................................................
X1 Reports
.........................................................................................................................................................
PLU Sales
.........................................................................................................................................................
Report
Z Reports.........................................................................................................................................................
Refunds
..........................................................................................................................................................
Inactive PLU's..........................................................................................................................................................
Stock Countdown
..........................................................................................................................................................
Custom Product
..........................................................................................................................................................
Product Enquiry
..........................................................................................................................................................
Journal Spy ..........................................................................................................................................................
No Sale
..........................................................................................................................................................
Cancelling Items
..........................................................................................................................................................
Price Level Key
..........................................................................................................................................................
7
9
13
19
22
28
30
36
40
43
49
51
53
54
54
54
55
59
64
73
78
81
88
89
91
3 WaiterPOS Programming
................................................................................................................................... 93
System Generator
..........................................................................................................................................................
Clerks
..........................................................................................................................................................
Clerk Flags
.........................................................................................................................................................
Media Types..........................................................................................................................................................
Deleting.........................................................................................................................................................
Media Types
Changing
.........................................................................................................................................................
a Media Type
Paid Ins/Outs
..........................................................................................................................................................
Changing
.........................................................................................................................................................
a Paid Ins/Outs
Deleting.........................................................................................................................................................
a Paid Ins/Outs
Message of the
..........................................................................................................................................................
Day
Receipt
..........................................................................................................................................................
Remote .........................................................................................................................................................
Receipt Tab
Receipt .........................................................................................................................................................
Flags
PLU's
..........................................................................................................................................................
Inserting.........................................................................................................................................................
a PLU
Changing
.........................................................................................................................................................
a PLU
Deleting.........................................................................................................................................................
a PLU
93
94
97
102
107
110
111
115
116
117
119
121
121
124
125
130
131
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WaiterPos Customer Manual
Quickediting
.........................................................................................................................................................
a PLU
Mass Price
.........................................................................................................................................................
Updates
Adding Different
.........................................................................................................................................................
Price Levels
Changing & ..........................................................................................................................................................
Creating New Screens
Creating.........................................................................................................................................................
an On Screen Button
Adding a.........................................................................................................................................................
PLU to a Button
Creating.........................................................................................................................................................
a New Screen
Creating.........................................................................................................................................................
a Page Jump Key
Deleting.........................................................................................................................................................
a Button
Sending to Terminals
..........................................................................................................................................................
132
134
136
139
140
144
147
148
153
154
© 2008 PRS-EPOS
WaiterPOS
1
WaiterPOS
1.1
Introduction
5
WaiterPOS is a point of sales system developed by TriniTeq.
Other software modules include:
-Market Manager
-Sales Manager
-Stock Manager
-Reservation Manager
- and Time Manager
You will find within this manual various different things that you are able
to do on the till. Most of the things within this manual are just normal day
to day activities that are used on the till.
The first part is all about how to operate the till and use the functions
within the WaiterPOS software.
The second part tells you all about the programming side of your
terminals, within this section you will learn all about how to make any
changes you want to the tills.
There is also a frequently asked questions section that will be available.
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1.2
WaiterPos Customer Manual
WaiterPOS Operation
Within this section is all about how to use WaiterPOS on your tills and how to
perform different things.
You will find within this manual various different things that you are able to do
on the till. Most of the things within this manual are just normal day to day
activities that are used on the till.
The first part is all about how to operate the till and use the functions within
the WaiterPOS software.
The second part tells you all about the programming side of your terminals,
within this section you will learn all about how to make any changes you want
to the tills.
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WaiterPOS
1.2.1
7
Log On to system
If you are using dallas keys the to log on you simply put your key onto the
reader on the right hand side of the terminal. One you have put your dallas key
on you can go straight into ordering.
If you are using clerk pin numbers then follow the instructions below:
Here is the screen you will first see when you go into your WaiterPOS menu.
from here you can log onto the menu to take orders.
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WaiterPos Customer Manual
To log onto the menu to take orders you click the clerk No Key in the bottom
Left Hand corner and a number screen will appear as shown above. Once you
have pressed the clerk No button you then put in your clerk number and press
'ENT'.
From here you can then order in bar mode or select a table to order at. If you
are doing a bar order you must cash off as these orders cannot be stored.
Please see bar mode ordering and how to make an order to see how to order.
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WaiterPOS
1.2.2
9
Bar Mode Ordering
Once you have logged in with your clerk number the screen below will be
visible:
From here if you now press the 'Bar Mode' Button and it will take you into your
ordering touchscreen as shown below:
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You can now order from all the categories by touching which category you
want to go into e.g Starters and then touching one of the dishes you want. This
will then show up on the left hand side in the receipt column as shown below:
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Once you have ordered what you want you must touch the payment button,
this will then take you to another screen as shown below:
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WaiterPos Customer Manual
From this screen you can now take payment. You can use the cash buttons on
the left hand side to quick tender the order or you can
type in the amount the customer has given you and press cash. This will then
open the cash drawer so you can give change.
Alternatively if the customer wishes to pay by card you can touch type in the
amount to pay and touch 'Credit Card' this will then process the payment by
credit card. You can also take payment by pressing the Cheque button.
Once you have taken payment you will be taken back to the bar mode screen.
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WaiterPOS
1.2.3
13
Table Ordering
Once you have logged into the menu with your clerk Number or dallas key this
screen should be visible:
You now need to select the table number which you are making the order for.
Once you have selected your table number the screen below should be visible:
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WaiterPos Customer Manual
You now need to select the number of covers you want at that table by using
the number pad shown above to put in the number of covers you want and
then touching 'ENT'. This will then take you to the ordering screen where you
can access all the categories and select the items from the menu that you
want.
E.G: If you wanted to order something from the Starter's category you would
touch the Starter button on the left hand side and the screen below will
appear:
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You can then touch the meal you want to order and it will appear on the left
hand side in the receipt column. You can then order anything else from the
menu by following the same format of touching the category you want and
then touching the meal you wish to order.
Once you have selected all that you want to order you can touch the 'Store
table or Account' button and that will send the order to the printers and store
the order.
Once you have stored the table it will then show on the table layout in blue as
shown below:
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WaiterPos Customer Manual
As you can see table 2 is shown in blue. This means that the table is open and
you can go back into the table to add more items or to process payment by
touching clerk No and putting you number in as usual then touching table 2
which will then take you back to the order you made as shown below:
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As you can see the items ordered are still in the receipt column and from here
you can either order more items e.g if the table now want desserts you can
touch desserts and then touch the dessert you want to order. If you then 'Store
and exit' again your recently ordered items will then be sent to the printers and
your order stored once again.
If you do not wish to order anything else and you just want to process
payment, touch the payment button and that will take you to the screen shown
below:
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WaiterPos Customer Manual
From here you can now process payment either by quick tender, cash, credit
card or cheque.
To process by quick tender simply touch the cash buttons on the left hand
side.g if the customer gives you £25 you would touch the £20 note button and
the £5 note button. That will then open the cash drawer and show you your
amount of change.
To process by cash you have to use the number pad on the bottom right hand
side to type in the amount of cash that you have been given and then press
cash. This will then open the cash drawer and show you your amount of
change.
To process by credit card you simply type in the amount that the customer is
to pay and then touch the credit card button. This will then process the amount
by credit card.
Finally to process by cheque you simply touch the cheque button and this will
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open the cash drawer.
1.2.4
Error Correct
There are two ways of using the error correct button.
One way of using error correct is in the main ordering screen. You can see the
'error correct last item' button in red to the left of the payment button. You can
use this button whilst ordering to correct the last item you put into your bill.
You can do this by simply touching the error correct button. For example on
the screen shown above a bottle of wine has been selected and 'seven
glasses' has been put on to the menu, this is the item that needed to be
corrected to i simply touch error correct and that will then put an 'EC' in the
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WaiterPos Customer Manual
receipt column next to the product as shown.
With the error correct button on the ordering screen you can only correct the
last item.
The second way of using error correct is in the manager screen.
You can get to the manager screen by touching the payment button and that
will then take you to the screen shown below:
From this screen you can again use the 'error correct last item' button but this
will only allow you to correct the last item you entered. To correct any item on
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the order you touch the 'manager' button on the right hand side and that will
then take you to the screen below:
Now from this screen you can correct any item that you have ordered. To
correct an item you should touch the item you want to correct so it is
highlighted in blue like the one shown above, and then touch the red 'ERROR
CORRECT' button on the left hand side. That will then correct it. You will know
it has been corrected because there will be an 'EC' next to the item and will
show in red as you can see in the receipt column on the screen above.
If an order has already been sent to the printers you will not be able to correct
any items from that order in this way. To see how to correct items from sent
orders please see Void.
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1.2.5
WaiterPos Customer Manual
Void
There are two ways of using Void.
Once you have stored an order and it has been sent you can go back into your
ordering screen to void the items you want to.
Firstly you must log in and go to the table you wish to void items from. You
must then touch the payment button which will take you to the screen shown
below:
From this screen you now need to touch the 'manager' button, this will take
you the screen shown below:
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From here you can now void items. The first way of voiding items is to touch
the item you wish to void from the receipt column on the left and then touch
the 'void item' button. this will then void the item you touched and will show in
the receipt column as shown below:
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WaiterPos Customer Manual
As you can see in this receipt column the
items you have touched and pressed 'void item' on are now at the bottom in
red. Those items are now void and have been taken of the bill. Once you store
and exit, the void items will then be sent to the printers to acknowledge the
staff of the changes.
The second way of using void is to use the 'void mode' button. Void mode is a
lock down function which when pressed allows you to go back into the
ordering screen and void any item from the menu. To get to the 'void mode'
button you go to the payment screen, then touch the manager button which
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will then take you to the screen shown below:
Once in this screen you can touch the 'void mode' button in the top left hand
corner. Once pressed a red 'void' will flash under the subtotal as shown below:
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WaiterPos Customer Manual
As you can see 'Void' is now in red under the subtotal amount. This means that
the menu is now in void mode so you can go back to the menu to void any
items from your menu. E.G if i wanted to void the smirnoff ice from the receipt
column i would touch the 'back' button and then go to the menu and find and
touch smirnoff ice. This will then void the item as shown below:
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As you can see above there is now a '-1 Smirnoff Ice' which cancels it off the
order. You can also see that it is shown at the top in red. Once you have
selected the items you want to void from the menu you must then go back into
the manager screen to take void mode off, otherwise you will not be able to
order anything, it will just keep voiding the items you touch.
To take the void mode off you must touch the payment button, then touch the
manager button to take you back to the manager screen. You can then touch
the 'void mode' button and this will then take void mode off. You will know that
void mode is off because the red void wont flash under the subtotal.
You can then go back into the menu to carry on with your order.
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1.2.6
WaiterPos Customer Manual
Printing the Bill
There are two ways you can print your bill for the table you want.
To print the bill you can go log yourself in and touch the table number you
want to print the bill for. This will bring up the ordering menu as shown below:
There is a button at the bottom of the menu, on this screen it is green, the
'print bill' button. If you press this button your bill will print and it will tell you
the time you printed the bill in the receipt column on the left as you can see
above.
Once you have pressed this button and stored and exited the menu the table
you have printed the bill for will flash. On our screen it flashes red but you may
have a different color set. you can see the color change below:
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As you can see above table 1 is in red and will be flashing on your screen.
There is a Code at the top of the page to show you what each color means.
Red means bill printed on this occasion.
The Table you have printed the bill for will stay flashing red until you go back
into the table to process the payment. Once you have processed the payment
the table will go back to being white e.g an open table.
You can also print the bill from the table plan screen. Firstly you must log
yourself on and then you can press the print bill button on the left hand side as
shown on the screen below:
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WaiterPos Customer Manual
Once you have pressed the 'Print Bill' button an 'enter table number' window
will come up as shown above. You then type in the table number of the bill you
want to print and touch 'ENT'. Your bill will then print and the table will flash a
different colour as in the other method of bill printing. Again to close the table
you must then go back into the table and process payment.
1.2.7
Creating a Bar Tab
You can create a bar tab in two ways.
If you want to create a bar tab before you have ordered anything for that
customer then follow the instructions below:
Firstly log yourself in with your clerk number. Once logged in you touch the
'New Tab' button and the screen below will be visible:
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As you can see a screen called 'Enter TAB Name' will show. You can now type
in the name of the customer you are creating the tab for. Once you have typed
in the name press the 'DONE' button. This will then have created your tab and
will take you to the screen below:
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WaiterPos Customer Manual
For this example i have used the name 'MARK' for my tab. As you can see the
name is now shown at the top of the screen and it is also shown in the receipt
column in green. From here you can now order items from the menu. Once you
have ordered what you want Touch the 'Store Table or Account' button and
that will store your tab and take you back to your log on menu.
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You can now access the tabs you have made. To do this log yourself in with
your clerk number and touch the 'Tab List' button. That will then bring up the
screen shown above. From here you can now reopen a tab by touching the tab
you want to open and pressing the open button. That will then take you back to
the ordering screen where you can print your bill, take payment or store again.
If you have already ordered some items and you want to create a tab with the
order you have made you have to touch the 'Move to tab' button in the bottom
left corner and that will then show you this screen below:
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WaiterPos Customer Manual
Once you have touched the 'move to tab' button a window will show up as you
can see above. You can now move your order to a tab. The tabs you have
already created will show in the box in the middle of the window. If you want to
add your order to one of these then you simply touch the tab you want and
press select.
If you want to create a new tab for the order you have just taken you have to
touch the 'New Tab' button. This will then bring up the screen below:
© 2008 PRS-EPOS
WaiterPOS
When you see this screen press 'OK'. This will then take you to the screen
below:
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WaiterPos Customer Manual
You then type in the name of the customer who wants the tab and press
'DONE'. This will then create your tab and you can then store or process
payment as usual.
1.2.8
Moving a Bar order to a Table
If you have a customer who has made a bar order and they want to move to a
table you can do it by following the steps below.
Firstly you log in and go into bar mode to make your order. Once you have
made your order in bar mode and you want to move it to a table you must
press the 'Move to Table' Button at the bottom of the screen. This will then
show you the screen below:
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As you can see an 'Enter Table Number' screen has come up on the screen.
You now type in the table number you want to send the order to and press
'ENT'. That will then take you to the screen below:
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WaiterPos Customer Manual
This screen is just asking you to confirm that you want to move the Bar order
to the table you have requested which in this case is table 2. You then press
'OK' to confirm and that will then take you to the screen below.
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This screen is just asking you to put in your clerk pin number so you just type
it in and press 'ENT' and that will store your order to the table you requested.
Now when you go back into your table layout screen you will see that the table
you stored your order to will be highlighted as shown below:
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WaiterPos Customer Manual
You can now go back into your table to add more products or process
payment as usual. To do so you need to log back in with your dallas key or pin
number and then touch the table and it will take you back into it.
1.2.9
Custom Message Key
The custom message button can be used to add comments to your order eg:
No Onions.
To create a custom message you have to be in your ordering screen. If for
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41
example you order a chicken and bacon salad but you want to write a custom
message to ask for no onions you firstly have to press the 'Custom Message'
button at the bottom of the screen and the screen below will show:
As you can see there is now an 'enter your custom message' box on the
screen. You now type in the message you want to put on the order, in this case
the message is no onions. whilst you are typing your message it will show in
the grey rectangular box at the top of the custom message screen as shown
below:
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WaiterPos Customer Manual
As you can see the message is shown in the box. You now press the 'DONE'
button and that will then add your message to the order and it will be displayed
in the receipt column as shown below:
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You can now carry on with your order and your custom message will be shown
when the order is sent to the printers on the kitchen receipt.
1.2.10 Split Bills
There are two ways that you can split the bill. You can split the items from the
bill into what each customer has had therefore they can just pay for the things
they had, or you can split the bill equally by the number of customers within
the order.
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WaiterPos Customer Manual
Firstly, to split the bill to charge each person for what they ordered you follow
the instructions below:
Once you have taken the order as usual you go into the payment screen and
you will see a 'start/end split bill' button as shown in the screen below:
To split your bill press the 'start/end split bill button' and 'split bill' will flash in
the bottom left corner next to the subtotal as shown below:
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As you can see 'split bill' is now shown next to the subtotal and at the top of
the screen it says ' select items to split '. To select the items you want to split
to another bill you touch them until they turn red as shown below:
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WaiterPos Customer Manual
You can now see that the items selected for the second bill are now red. Once
you have selected the items you want on your second bill you have to press
the 'start/end split bill' button again and that will then bring up the screen
below:
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This screen is just confirming that you want to split the bill and put your
selected items onto a separate bill. To split the bill you press 'OK' and that will
then put your selected items onto a separate bill. Once you have pressed OK
and split the bill you will see that the bill number at the top of the receipt
column will have changed to '2' as shown below:
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WaiterPos Customer Manual
You can now either process payment or you can exit to main menu and store
the table. If you take payment as soon as you split the bill it will take you back
into your log on screen and you then have to go back into the table to process
payment for the second bill. If you exit and store the table and you go back into
the table later to process payment or add more things to the bill it will ask you
which bill you want to go to on this screen shown below:
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To select the bill you want you press it so it is highlighted in blue as bill 1 is
above, and then press 'open bill' that will then take you into bill number 1
where you can add more products or take payment as usual.
1.2.10.1 Split bill equally
In the chapter before you have seen how to split the bill by selecting the
products each customer has had in order for them to just pay for what they
have had.
In this chapter you are going to see how to split the bill equally into the
amount of customers there are. E.g: If there are four customers at a table and
they have come to pay and all want to pay equal amounts you can split the bill
into four equal amounts for each of them to pay.
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WaiterPos Customer Manual
Firstly you once you have taken the order and you want to split you need to go
to your payment screen and there you will see a 'split sub toatal I.E Going
Dutch' button as shown below:
You have to press the 'split sub total' button and that will then bring up a
screen asking you how many ways you want to split your bill as shown below:
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In this case we are going to split the bill four ways so you press four on the
number screen and that then will then give you four equal amounts to cash off
one at a time.
1.2.11 Reports
Within WaiterPOS you can do various reports. To get to the reports menu you
have to press the manager screen button which is on your log on screen as
shown below:
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WaiterPos Customer Manual
As you can see above there is a manager page button on the left hand side,
when you press this button it will then take you to a manager screen that will
look something like the one below:
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Once in this screen you then have to press the 'reports' button and that will
then take you to a screen with buttons with all the different report names on.
To see how to print any of the reports and know what each report does then
please visit the appropriate section for the report you wish to learn about.
1.2.11.1 Flash Reports
A flash report is just a quick report that can be used during your day to show
what has been taken and what transactions are open at the time.
To print a flash report follow the instruction within Reports to get to the
reports menu. Once in that menu press the 'Flash Report' and that will then
print off a report.
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WaiterPos Customer Manual
1.2.11.2 X1 Reports
An X1 report shows you the split between food and drink.
To get an X1 report go to your report menu and select the X1 report you wish
to print.
You can print an hourly X1 report which will split the food and drink but it will
also split the report hourly so you can see the split between food and drink
over the day for each hour.
You can also print a consolidated X1 report which will read all the tills and tells
you your totals without resetting for the day. The hourly X1 report will also not
clear the day.
1.2.11.3 PLU Sales Report
Within the reports menu you can also run a full PLU sales report. This will
create a report with every PLU sold that day and show you the quantity sold
and also the amount from that PLU you have taken. This report is useful as you
can see what your best selling PLU's are and the most unpopular ones.
To get a PLU Sales report you must go into your reports menu and press the
PLU Sales Report button and that will then print the report for you.
1.2.11.4 Z Reports
There are various types of Z reports that you can take from your tills.
The three major groups of Z reports are Z1, Z2 and Z3. Z1 reports clear the
information from that day and show you all activity from that day. You can take
a Z report from your tills daily.
Z2 reports are taken weekly, this will show you the same information as a Z1
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report but for a whole week instead of just a day. Once taken that will also
clear down for the week.
Z3 reports can be taken either every month or every quarter its up to you how
often you want them. Again a Z3 report shows you the same information but
from a full month so all the data from a month will be on the report, and this
report will also clear down when taken
You can also do hourly Z1,2 and 3 reports which are done over the same time
periods as explained above, but are split into hourly sections so you can see
what has been taken over each hour.
There are also Z reports for training mode. You can print off any Z report,
either 1,2 or 3, to show you what has gone through your tills in training mode
over the time periods explained above.
If you are using EPOS office you will not be required to do any Z reports. If you
are'nt using EPOS office then the Z reports will be within your reports menu. If
they are not on the main reports menu screen then they will be located in a full
reports menu button that should be on your reports menu screen.
1.2.12 Refunds
Within WaiterPOS you can also perform refunds.
Firstly to start a refund you must log on and go into your ordering screen and
then into the payment screen. You must then go into the manager screen, if
you are not a manager you must get the managers permission and get them to
access the manager menu for you.
Once within the manager menu you will see a screen that will look something
like the one below. Screens vary depending on your site needs so it may not
look like this example:
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You can now see the menu above. On the left hand side of this screen there is
a refund button. To start a refund you must press this button and that will then
show a red refund sign near the subtotal as shown below:
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You can now see the red 'refund' sign near the subtotal box. Now you need to
press 'back' as it is shown on this example or they may be an 'exit back to
main menu' button on your screen and that will take you back into the menu
and you then select the item you want to refund for example i am going to
select a bottle of wine to refund:
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You can now see that i have selected the bottle of wine and the amount says 9.75. Once you have selected the items you want to refund go to the payment
screen as shown below:
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You now cash off the amount and that will open the till drawer in order for you
to take the money out of the till. Once cashed off an audit slip will also print
with the amount refunded and a space for you to put a reason in and also a
signature line. Your refund is then complete.
1.2.13 Inactive PLU's
Within WaiterPOS you can change the status of the PLU's so you can make
them inactive if you have run out of a beer for example. To make a PLU inactive
firstly you need to log in and then go to the manager menu on the log on
screen as shown below:
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Once within this screen you will see an inactive PLU's button when you press
this button it will then bring up a menu with all the PLU's in it as shown below:
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You now need to select the item you are going to make inactive, for this
example i am going to use carling. So to make the PLU inactive you must click
on it and highlight it and and then press the 'toggle status' button underneath
the PLU window. That will have then made the PLU red as shown below:
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You can now see that carling has turned red, that means that the plu is now
inactive and that will show when you go into your ordering screens. The
button with carling on will have a cross on it as you can see below:
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When you try to order this PLU it wont allow you to add it to your order and it
will show you a message across the top of the screen saying 'PLU is inactive'
as you can see below:
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To make the PLU active again you have to go back into the manager menu and
into inactive PLU's and then press toggle status again on the PLU and that will
then change it back to active.
1.2.14 Stock Countdown
Within WaiterPOS you can also set a stock countdown so if you only have a
certain amount of items, for example steak, you can put five in the stock levels
and you can set it to warn you when there is two left and then not let you sell
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any more once five have been ordered.
To set up your stock countdown firstly you have to log into the manager menu
on your log on touchscreen and then you will see the screen below:
Once in this menu you must press the Stock levels key and that will then take
you into the screen shown below:
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As you can see there is now an 'update stock levels' screen, to add the PLU's
you wish to use stock countdown for you have to press the enable stock item
button which is underneath the box that says filter string above it, that will
then bring up a list of all your PLU's.
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From here you can now select the PLU's that you want to use stock
countdown for. You simply highlight the PLU that you want to use stock
countdown for and press 'Select PLU' that will then put it in your stock list as
shown below:
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You can now see that black sheep is in the stock level and you can now set the
quantities. To set the total quantity that you have of this product you press the
plus sign next to current quantity and that will then show you the screen below
and ask you how many of that product that you have:
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For example i am going to enter 10 in this product, so you would just type in
the number 10 and press done and that will then show in your list as you can
see below:
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You can also set a warning quantity, this means that you can set an amount,
for example, 2 and when the stock only has 2 left it will show on the button. To
set the warning quantity you press the plus sign to the right of warning
quantity and it will bring up the number keypad as it did with the current
quantity. You just type in your amount and then press done. that will then
show in the list as you will see below:
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Once you have entered all your PLU's and entered your quantities press the
tick at the bottom right hand corner of the screen and that will then have put
the stock countdown into action.
Now you have added the PLU's to the stock countdown they will now be
counted down every time that you order one. Once you get down to the
amount that you have set to warning quantity the number will appear on the
button as you can see below:
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You can see above the number 2 on the black sheep button, that is telling you
that there are only 2 of those left. Once the last two have been sold it will not
allow normal cashiers to sell the product. If you are the manager and you use
your key when ordering it will show a warning box as shown below:
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As shown above there is a warning box if you order the product as a manager
when it is out of stock, this simply allows the manager to sell the product even
thought the stock countdown has it as out of stock.
1.2.15 Custom Product
Within WaiterPOS you can create custom products. You would use a custom
product if you wanted to sell a PLU that wasn't on your menu screens.
To create a custom product firstly you must go into the payment screen and
then into the manager menu. Once in the manager menu press the 'Custom
Product' button and that will then show you the screen below:
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You now enter the amount you want into the quantity box and the name of the
product that you want in the name box. You then have to select the group you
want the product to be in, for example if you were adding a custom product
such as gammon and egg you would select the group mains. Once you have
selected your group you must then add the price you want to sell the product
at. Once you have added all this information you need to select the printer that
you want the product to print to. You can do this by pressing the select printer
box and that will then show you a menu with your printers on as you can see
below:
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As you can see above there is a list of the printers that i have, this list will vary
depending on your site needs, there may be more printers in the box if you
have more printers within your system. You then tick the printer you want your
product to print to, for this example i want my custom product to print to the
kitchen 1 printer so i have put a tick in that box as shown below:
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Once you have selected your printers press 'Done' and that will set the product
so it prints to the printer you have selected. You then have to select a VAT
option. If you press the 'select tax' button a menu will appear as shown below:
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Within this menu you have to select whether you want to add VAT to your
product or whether it is exempt. You highlight the option you want, as you can
see above VAT is highlighted, and then pres select and that will then add then
add VAT if you have selected VAT or leave it off if you have select exempt.
The last thing you have to do is either tick or untick the box at the bottom
which says 'this custom product can be counted towards tipable sales'. If you
want the price of this product to be counted in the reports as tipable then tick
the box. Otherwise untick it.
Once you have made all your selections press create and that will add the
product to the bill and will be shown in the ordering box on the left hand side
as shown below:
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You can then cash off the order as usual.
1.2.16 Product Enquiry
Within WaiterPOS There is a product enquiry button. You can use this button
to look at the price of a product before you order it. It will also show you what
PLU number and name the product is and what group it belongs to.
To use the product enquiry button you have to go the the payment screen and
then from there you press the 'functions' button and that will then take you to
this screen below:
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You then press the Product Enquiry key and that will then show a red 'PLU
enquiry' sign that will flash below the subtotal as shown below:
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You can now exit back to main menu and go to the product that you want to
enquire about. For this example i am going to enquire about a rose wine, so if i
press 'exit back to main menu' and then select rose wines from the menu and
then press the wine i want to enquire about that will then show me the box
below:
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That has then brought up a menu with all the information on it and i can now
see the price, PLU number and name and the group. Once you have finished
with the box you can print it off or just press close to go back to the menu.
1.2.17 Journal Spy
Within Journal Spy you can see every transaction that has gone through on
that particular terminal. You can see what time it went through and what date.
It also tells you which clerk took the order and how it was cashed off in terms
of media, whether it was cash, credit card etc.
To get to the Journal Spy firstly you must log on and go into the manager
menu on the log on screen. Once in the manager screen press the Journal Spy
button and that will then take you to this screen:
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The first thing you will see when you go into Journal Spy is the last transaction
that was cashed off. If you press the Journal Spy button at the bottom to the
right you will then see this screen below:
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Within this menu you can look at every transaction that has been finalised on
the terminal. You can select the dates you want to see the transactions for and
you can select whether you want all orders or bar orders and you can also
search by table range and tab range. You can also search by media type so
you can cut it down to cash, credit card etc.
So to perform a search you simply set the filters how you want and then press
search and then that will show you all the finalised transactions within your
search options.
As you can see in the screen shot above i have searched all orders from
midnight on the 28/07/08 to midnight on the 29/07/08. To look at the
transactions you highlight the order you want to look at and press 'Go To'
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which is under the box with all the orders in. That will then show you the order
as shown below:
So you can now see this transaction and all the details for it. You can see the
order number at the top of the screen, you can see the cashier, who, in this
case is PRS. You can also see the date and time of the transaction near the
bottom of the screen. You can see that the media was cash as it says above
the date and time and you know that they paid £5.00 in total as the subtotal
was £4.70 and they got £0.30 change.
You can go back into the Journal Spy button and pick another transaction
once you have seen one. You can also press the Go To Order button. This
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and they had the receipt. On the receipt there will be an order number so if you
press the Go To order button you will see this screen below:
You then type in the order number and press done and that will bring up the
order and tell you the information as explained before.
You can also look trough previous transactions by going into the payment
screen and using the set of up and down arrows to the right as you can see
below:
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As you can now see there are two sets of up and down arrows on the left of
the screen and if you use the set to the right you can scroll through the
transactions.
You can also change the media type of a transaction. If you double click on the
line at the bottom of the receipt column where you can see cash, or whatever
media the transaction went through as, clerk name and the amount, that will
then show you the scree below:
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You now need to press change media type in the bottom right hand corner of
the box and that will then show you another screen as shown here:
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You then simply select the media you want to change it to then press select
media. You then just press the green tick and that will change and save your
selection.
1.2.18 No Sale
Within WaiterPOS you can perform no sales.
To do a no sale firstly you must log in and you will see a screen like the one
shown below:
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You now need to press the 'no sale' key and that will then fire the cash drawer.
You can set permissions on the no sale key so only managers can do no sales.
You can also set it so that a receipt prints out for the person to sign and put a
reason when they have done a no sale.
1.2.19 Cancelling Items
If you have made an order that you now do not want to process you can cancel
all the items from that bill. You can only do this if you haven't stored the order
or cashed it off.
To cancel the items first you need to go to the payment screen and then into
the manager menu as shown below:
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You then press the cancel items button and that will show you a screen as
shown below:
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This is simply asking if you are sure you want to cancel all the unsent items
from the order. Press yes and that will then remove them from the order box at
the left and leave it blank so you can carry on as normal on the till.
1.2.20 Price Level Key
At your particular site you may want a price level key. Price level keys are used
for events such as happy hour, the price level key will change the price of the
products on your till. You can have up to 9 price levels, please see adding
different price levels to see how to set price levels.
To activate the price level firstly you must go to the payment screen and into
the manager menu. You then press the 'price level' key and that will then show
you the screen below:
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Here you now type in the price level number that you want to change to. for
example i will type the number 2 and press done. That will then change the
products on your till to price level two. As you can see below it now says
'Switched to PL: Price Level 2' :
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All your products will now sell at price level two. To change it back to the
normal price level follow the same steps but put number 1 in the number
keypad and press ok, that will then change it back to the normal prices.
1.3
WaiterPOS Programming
1.3.1
System Generator
System generator is used to make any changes you need to your keyboard
layout.
Within system generator you can change your clerks settings e.g clerk names,
and you can also set the flags so you can allow certain clerks to do things and
prevent others.
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You can also access your ordering touchscreen menu where you can
rearrange your menu and change your products.
When you first access your system generator this is the first screen you will
see:
When you go into your system generator this screen will be visible but you
may not be able to access all of the options as it will be customized to your
particular site.
1.3.2
Clerks
You can access your clerks by pressing the clerks button in the top left hand
corner of the system generator screen. Once you have pressed the button you
will see this screen below:
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As you can see all the clerks are there and you can now access them all and
change the names and flags.
To change a clerk name simply press the 'Change' button and the screen
below will be visible:
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From this screen you can now change the clerk name and their pin number
and also their security level.
To change the name just click in the box and type in the clerk name you want.
The clerks can have their own individual log on pin that they know so they can
access the till. You can change the pin in the same way as you change the
name.
You can also set the clerk a security level. These security levels are set to each
individual key. Therefore you can give each key a number between 1 and 99.
You can then set your clerk security level so they can only access the keys
with a security level less than the number you have set them. For example if
you set a clerk a security level of 50 they can then only access the buttons that
have a security level of 50 or less.
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Clerk Flags
Clerk flags are used to give permission to each clerk for various functions
within the software.
There are five sections of flags that you can use to give permissions.
Firstly to get to the flags you go into clerks in the top left hand corner of the
screen as before, you then press 'change' and this screen will be visible:
You can now access the clerk flags from here by pressing the 'Flags' button
and that will show you the screen below:
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From here you can access all the flags. As you can see there are tabs at the
top of the flags screen and you can view any of these by pressing the tab and
it will show the flags in that section.
The section shown above is the 'General' section. Within this section you can
set flags for general duties within WaiterPOS menu. The flags that you can see
are ticked at the moment on the screen above are the default flags. To tick a
flag you simply touch in the box next to what it is you want to mark and a tick
will show in the box. To unmark you just touch it again and the tick will
disappear.
Here is the next set of flags 'Operational access' below:
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You can now see the operational access flags. The flags that are marked at the
moment are the default flags. These flags are all related to the operation of
WaiterPOS and you can set them so you can allow certain clerks to perform
different transactions. For example you can set the flag to allow the cashier to
perform a refund. This may be something that you only want the manager to do
so you can set your manager clerks flags to allow refunds and set the rest of
your clerks so they cannot. You set and unset flags in the same way as general
flags just by pressing in the box to tick or untick the flags you want.
You can access any other of the flags by pressing the tab at the top for which
section you want to see and ticking and unticking the boxes to activate or
inactivate flags. Below are screen shots of the other three tabs:
Operational access 2:
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Reporting access:
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You do not often have to change these flags as they are already set to default
and should allow everything for a normal clerk. If there is something that you
want to change then follow the instructions above.
Once you have selected the flags you need then press ok and that will save the
settings. Your clerk is then set you. When you have done that for all the clerks
press ok and that will save them. You then need to send them to the terminals.
To do this please see sending to terminals
1.3.3
Media Types
Media types, in other words, are the methods of payment that the site take.
You can add, delete or change your media types.
To access your media types menu press the media types button in the left
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hand corner of your system generator screen. That will then show you this
screen below:
This screen above shows the media types we have in the demo data. As you
can see there is cash, cheque and various different cards. If you want to insert
a new media type you press the 'insert' button at the bottom and then this
screen below will be visible:
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In the number box you put in the next available number, in this case it is 8, as
you can see in the first screen shot each media type has a number. In the
description box you then put the name of the media type you are adding. I will
use cash card as an example.
You will see below i have filled in the number and description. You also have
flags where you can set your media type how you want it. In this example i am
going to mark the 'tendering compulsory' flag. This means that you have to key
in the amount that you are charging.
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There are other flag options as shown in the screen shots below where you
can mark things such as 'change given from cash drawer' which you would
mark if the media type was cash. You mark and unmark flags by pressing in
the box to either put a tick in the box so that the flag is active or taking the tick
out of the box so that it is not active.
Flags 2:
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Flags 3:
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Once you have marked the flags you want press OK and that will then add your
media type to the list.
1.3.3.1
Deleting Media Types
To delete a media type you must go into your media types menu by pressing
the media types button in the top left hand corner.
That will then show you the screen below:
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For this example I am going to delete the 'cash card' media. To delete click on
the media type you want to delete so it is highlighted in blue and then press
the 'delete' button at the bottom right and then this screen below will be
visible:
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When you see this screen just press yes to confirm that you want to delete the
media type and that will then take it out of your list.
Once deleted that media type will then be in the deleted tab as shown below:
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1.3.3.2
WaiterPos Customer Manual
Changing a Media Type
You can change your media types within the media types menu.
To change one of the media types press the media types button and then press
the change button at the bottom in the middle and this screen will then be
visible:
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From here you can mow change the description, number and flags. To change
the number and description you simply type in what you want to change it to.
To change the flags again you just click them to either mark them or unmark
them. Then to save your changes juts press OK and that will then save your
changes.
1.3.4
Paid Ins/Outs
Paid Ins/Outs are categories such as: milkman, window cleaner.
To insert a new category press the Pain Ins/Outs button and this screen below
will be visible:
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You can now insert a new category. For this example i am going to add
window cleaner.
Firstly press the insert button at the bottom left corner and that will then bring
up the screen below:
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You can now write in the name that you want in the description box. As you
can see below i have typed in Window Cleaner and ticked the 'affects cash
drawer' box. You can tick the box so that the money to pay the window cleaner
will be taken out of the till. If you leave it unticked then it will not affect the
cash drawer meaning that you have paid the Window Cleaner from somewhere
else.
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You can also tick the 'prompt for remark' box which will bring up a keyboard
when you process it through the till so you can type in a message.
Once you have set it to how you want it press the OK button and that will then
add your Window Cleaner to the list.
Now when you go back into your Paid Ins/Outs screen window cleaner will be
in the list as shown below:
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Changing a Paid Ins/Outs
You can also change your Paid Ins/Outs.
To change one of your categories go into your Paid Ins/Outs menu and touch
the category you want to change making it highlighted in blue. Then press the
'change' button in the middle at the bottom. That will then show you this
screen:
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You can now change the description and change the flags. Once you have
made your changes press OK and that will save your changes and take you
back to the main Paid Ins/Outs screen.
1.3.4.2
Deleting a Paid Ins/Outs
Deleting a category from Paid Ins/Outs is simple.
You simply go into your main Paid Ins/Outs screen and highlight the one you
want to delete. Once highlighted press the delete button at the bottom right
hand corner and that will then show you this screen below:
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To delete just press yes and that will then delete the record.
1.3.5
Message of the Day
You can use message of the day to write anything you want so that it will show
on the till for your staff to read.
To access your message of day press the message of the day button on the
system generator screen at the bottom left corner. That will then bring up the
screen below:
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As you can see there is a demo message in the box already. To change the
message you just highlight the writing and press delete on your keyboard. You
can then write a new message in the box. You can write whatever you want in
the message box. For this example i am going to write ' collect glasses and
clean tables'.
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You then press OK and that will save your message. For your message to
show on the tills you have to send everything you have changed. To see how
to send please see Sending to Terminals.
1.3.6
Receipt
Within system generator there is a section on your receipt. Within this section
you can personalise your receipt to your site. For example you can have your
site address at the top of the receipt as a header and you can have a message
at the bottom for example, 'Thank You Please Come Again' as a footer.
To access your receipt settings you have to press the 'receipt' button on the
system generator screen. That will then take you to this screen:
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From this screen you can change your header and footer and change the
positioning of the header and footer.
To change the address of the header you simply type in the address you want
to show in the header boxes near the top of the screen. You change the footer
message in exactly the same way.
To change the positioning of the header and footer you must select one of the
the options at the top of the header and footer sections. You can either select
'left', 'centre' or 'right'. That will then change the position of the header and
footer on your receipt.
To save the changes you have made just press OK and that will save your
settings.
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Remote Receipt Tab
There is a remote receipt tab within the receipt screen.
The remote receipt tab is there so you can put a header and footer on your
receipts that come from your kitchen or bar dispense printers.
In the previous section 'Receipt', you learnt how to put in and change the
header and footer for the customer receipt.
You put in and change the remote receipt in exactly the same way but the
remote receipt header and footer will not show on the customers receipt, it will
only show on the kitchen and bar dispense printers.
1.3.6.2
Receipt Flags
There are three section within the receipt flags: General, advanced and
compatibility.
Within these flags you can change the settings of the printing of the headers
and footers.
Below are the flags under the general section:
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As you can see above these are the general settings for the receipt printing.
You can set these flags to the settings you want for your site.
Below are screen shots of the other two flag categories:
Advanced:
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Once you have selected the flags you want press ok and that will then save
your settings.
1.3.7
PLU's
Within system generator you can access your PLU's.
Once in the PLU screen you can quick edit your PLU's, batch program them,
copy them, insert new ones and delete them.
To access the PLU menu you have to press the PLU button at the top of the
screen to the right. That will then show you this screen below:
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From this screen you can now manage your PLU's. To see how to insert,
change, delete, quick edit and copy see the appropriate
section under PLU's.
1.3.7.1
Inserting a PLU
You can insert a PLU that you want to add to your menu through the PLU's
screen.
Firstly you must press the PLU button on the system generator screen.
Once you are in the PLU screen you have to press the 'insert' button at the
bottom near the right hand corner. That will then take you to the screen below:
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Now in this screen you can add a new PLU. The window will automatically put
in the next PLU number available as you can see in the screen above for this
example the next available number is 16058. You must then select the product
class that you want that PLU to go in to. If you click on the arrow at the right of
the product class box a drop down menu will show as you can see below:
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From this drop down menu you must now select one of the options. The
product class is just the kind of product you are adding. If for example you
were adding tomato ketchup you would select condiment.
You then have to select the reporting group, named as group on the menu, and
the printing group. To select the groups you have to press the small button at
the right hand side of the box as you can see in the first screen shot the button
has three dots on like so '...'. Once you have pressed that you will see the box
shown below:
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As you can now see another screen is now shown and you can select the
group you want your PLU to be in. Once you have selected your group press
'select' at the bottom right hand side and that will then have saved your
selection and it will show on the main inserting screen.
You select the printing group in exactly the same way. Press the button on the
right of the printing groups box and the same screen will show up for you to
select your printing group. once selected press 'select' and it will save your
choice.
The long name, short name and order text are entered by just typing in the text
you want. The long name will be the product spelt out in full, the short name
can be an abbreviation of the long name or it can be the same as the long
name, however the short name box will only take a certain number of
characters. The order text is what will show on the receipt when the product
has been ordered so here you can have an abbreviation or the full name.
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The order note box is there so you can type in a note that you might want to
print when somebody orders that particular product.
Once you have filled in the general tab page press the prices tab at the top and
you will then see the screen below:
You can now enter the price or prices you want for your new PLU. You should
enter your price level into price level 1 which is the level that will be used. You
can enter prices in the other levels also but for those prices to be used you
have to select the different price bands when on the till.
You will not need to use the advanced and tax rules tabs so once you have
filled in your general and prices tabs press OK and that will then save your
settings.
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Changing a PLU
Within your PLU screen you can change the settings of any PLU. E.g you can
change the reporting and printing groups and the price.
To make a change you must firstly go into the PLU screen within system
generator. Once in the main screen click on the PLU you want to change and
then press the 'change' button in the bottom right hand corner. You will then
see this screen:
Once you are in this screen you can change any of the names and you can
change the prices by clicking the 'Prices' tab at the top of the screen and
changing the price. Once you have made your changes press ok and that will
then save your changes.
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Deleting a PLU
You can also delete PLU's within the PLU main screen.
Once your are in the PLU screen highlight the PLU that you want to delete and
then press the 'delete' button in the bottom right hand corner.
When you have pressed the 'delete' button the screen below will show:
This is just asking if you are sure you want to delete. Press yes and that will
then delete the PLU you highlighted.
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Quickediting a PLU
Within the PLU screen you can also quickedit any of the PLU's. Quickediting is
a convinient way to change the prices of your PLU's without having to go into
each PLU to change the price.
Firstly you must press the 'Enable Quickediting' box, this will put a tick in it so
you then know you can quick edit. You can see the box below:
As you can see there is now a tick in the box in the top right hand corner, you
can now quick edit your PLU's .
To edit the prices you firstly need to press the prices tab at the top of the
screen and that will then show you the prices for all the PLU's as shown
below:
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Now to quick edit you must double click in the price you want to change and
that will highlight it and show a cursor as shown below:
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You can now type in the new price that you want for it. If you then press enter
it will take it to the next PLU so that you can quick edit all your PLU's
continuously.
1.3.7.5
Mass Price Updates
Within the PLU section of the system generator you can do mass price
updates, these might be used if you doing an update on all your prices and add
10p on to each product.
Firstly you need to go into the PLU screen, you then need to press the prices
tab at the top of the screen next to the general tab. You then need to press the
'mass price update' button in the bottom left hand corner and you will then see
his screen below:
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You now need to put in he PLU numbers you wish to add the amount on for.
So if i wanted to do all of them i would put number 1 in the from PLU box and
9999999 in the to PLU box, that will then cover all the PLU's and add it onto all
of them.
You then have to select 'all modifiers and standard prices' from the modifier
drop down list. This will ensure you also change all the half pints and doubles
as well as the standard products. You must then select the price level that you
want to change, for this example i am going to use price 2, so you select price
2 from the price level drop down list.
You then have to select what it is that you want to add or take off. You can
choose from percentage, amount or you can copy the prices from one level to
another. If you were adding 10p onto all products you would select amount.
You then have to put the amount in the box next to amount modifier. You can
see my completed example below:
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Once you have filled all the boxes in press 'update' at the bottom right hand
corner and that will then add 10p to all the PLU's.
1.3.7.6
Adding Different Price Levels
You can add different price levels to your PLU's, for example if you have happy
hour you can set your prices for happy hour in price level 2. All normal prices
are always in price level 1. You can have up to 9 price levels.
To set the price levels firstly you must go into system generator and then into
PLU's where you will see this screen:
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To change the prices you then need to press the prices tab at the top of the
page next to the general tab and you will then see the screen below:
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You then need to put a tick in the 'enable quickediting' editing box as you can
see in the top right hand corner. You can then double click on the first price
you want to change under price 2 and that will highlight it as shown below:
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You can then type in the price that you want and press enter, that will then
highlight the next price and you type in your price and press enter and so on,
until you have completed all your prices.
Once you have finished amending your prices press send at the bottom left
hand corner of the screen and follow the instructions in sending to terminals
to send the information to your terminals.
You can change the prices in all other price levels in exactly the same way.
1.3.8
Changing & Creating New Screens
You can create screens within WaiterPOS that you want to use as your menus
on your tills. To begin with you must have all the PLU's that you wish to have
on your menu entered within the PLU menu. To learn how to insert PLU's
please see Inserting a PLU.
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You must then go into the 'Touchscreen' menu which is the button on the right
hand side of the screen. Once you have pressed this button you will then see a
screen with the menu on as shown below:
Once you are in this screen you can then make various changes to your menu
and create new screens etc.
1.3.8.1
Creating an On Screen Button
Within your ordering touchscreen button you can add new buttons to the menu
in order for you to add a new item that you want on the screens.
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Firstly you must select the page that you want to add the new button to, for
this example i am going to add a button to the minerals screen. To access the
minerals screen you must right click on the minerals button and then press
follow as shown below:
Once you have pressed follow it will take you to the minerals screen, or which
ever screen it is you have right clicked and followed.
Now within the screen that you want to add the button you can begin to create
the new button.
Firstly you have to select where you want to put your new button by pressing
the space in which you want to put the button so it is highlighted as shown
below:
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As you can now see there is a square above the "55's" button. This is where i
have selected the new button to go. Once you have selected where you want to
put your button you can then choose the colour that you want your button to
be. For this example i am going to colour the new button yellow. The first thing
you have to do is click the 'colour' button which is on the left hand side near
the bottom of the menu as you can see below, and that will then bring up a
small box with a selection of colours as shown below:
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You then simply press the colour that you want your new button to be and that
will create the button in the colour you want it as you can see below the button
i selected is now yellow:
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You have now created a new button. You can now add your PLU to the new
button that you have created.
1.3.8.2
Adding a PLU to a Button
Within the ordering touchscreen you can add any PLU to any button that you
want to.
Once you have added the PLU's you want on your screens you can then add
them to any button in any place on your menu.
Firstly you must go to the screen you want your PLU adding to and then you
must highlight the button you want your PLU on as shown below:
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As you can see above the button 'cointreau' is now highlighted, now to add
your PLU you need to go to the PLU tab in the top left hand corner to the right
of the properties tab. You will then see the screen below:
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You can now see all the PLU's listed in the box on the left hand side. To add
one of these to your button you simply click on the PLU you want from the list,
hold down your left mouse button and drag and drop it to the button you want.
That will then put the PLU you want onto the button you dragged it to.
As you can now see below i have dragged Zubrowka onto the Cointreau button
and it has now changed:
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Creating a New Screen
Within your ordering touchscreen you can add new screens to your menu.
To create a new screen you have to press the 'New Screen' button in the
bottom left hand corner of the screen and that will then show you this screen
below:
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As you can see a box has come up asking if you are sure you want to create
the new screen, press yes and that will then create and take you to your new
screen which will be blank ready for you to create your buttons.
1.3.8.4
Creating a Page Jump Key
Within your menu you may want some buttons to jump to different pages with
options on. For example if i have created a button with sirloin steak on it and i
want it to jump to a page with cooking instructions on it.
To do this firstly i must have the button that i want to create page jump for
highlighted as shown below:
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As you can see sirloin is highlighted. To the left of the ordering screens there
is a grey box with lots of options in it. The 8th box down says 'next screen' this
is where you will put the screen number that you want the button to jump to.
For this example i have created a screen with all the cooking options on as
shown below:
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So this is the page i have created that i want my sirloin button to jump to. To
see how to add buttons to pages see Creating an on Screen Button.
I want the sirloin button to jump to this page so firstly i must make a note of
this page number, this is found on the left of the screen above the 'ok button at
the bottom of the options. This page is number 38 so i make a note of this as i
will need it to make my sirloin jump to this page.
Next i need to go back the the sirloin button and highlight it again:
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Now to make this button jump to the screen i have just looked at i need to add
the page number of the other screen into the next screen box. So i am going to
type in the next screen box the number 38, you can now see below that 38 is
now in the next screen box:
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You can now see above that 38 is now in the box, so to get to that page i now
right click on Sirloin and press follow, or press the follow button which is to
the right of the next screen box, that will then take e to the cooking
instructions page as shown earlier.
Now you will want the cooking instructions to jump back to the page that you
were on before so you highlight all the options on the page and put page
number 32 in the next screen box as this is the page number of the screen with
the sirloin steak on it. So now when you press the sirloin button it will take you
to the options then when you press follow on one of the options it will take you
back to the sirloin screen so you can carry on ordering.
You can do this with any button on your menu. You can also have the first
option jumping to another page of options for example to a screen with chips,
veg etc and then jumping back to the first page.
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Deleting a Button
You can delete a button form a screen quite easily.
Firstly you must click on the button you want to delete so it is highlighted as
you can see below:
As shown in the screen shot above the 'white chocolate Baileys tart' is
highlighted, this is the button i am going to delete. Once the button is
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highlighted right click on it and you will see the menu below:
As you can see above there is now a menu, you simply move your mouse to
the bottom of the menu and press the 'delete' option, that will then remove the
button from the screen.
1.3.9
Sending to Terminals
When within system generator if you change anything you must send to
terminals for this to take effect on the tills.
To send to terminals firstly you must be in the main screen of the system
generator as shown below:
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From here you must now press 'send to terminals' in the bottom left hand
corner and you will then see this screen:
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You now select the things that you want to send. If you have changed PLU's
and touch screens you would put a tick in PLU's and Touchscreen and then
press ok, that will then show you the screen below:
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You then press yes and that will show a list of all your terminals as shown
below. Your list will be different to this example as here is only 1 terminal with
a name on this example. Yours will have a different name and there may be
more than one:
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Once you have reached this screen press mark all and then press ok. That will
then send it to all the terminals.
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