Contents SECTION 1 5 SECTION 2 9

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1 Contents SECTION 1 5 INTRODUCTION 6 STARTING UP 7 Starting the Workstations 7 Running Onetap 7 Logging On 7 Using the On Screen Keyboard 7 Minimise Onetap 8 Restore Onetap 8 Exiting and Shutting Down 9 Logging Off 9 Exiting Onetap 9 SECTION 2 9 USING ONETAP ON THE WORKSTATIONS 9 Opening an Account 0 Account 0 Guests 0 Auto Select an Account Number 0 Ordering Items Add an Item Increase the Quantity of an Item Clear/Cancel an Item View Before Sending Send an Order Rush an Order Cancel an Order Modify an Item Prompted Modifiers 11 Add a Modifier 11 Select Different Modifier Groups 11 Remove a Selected Modifier 11 Add a Position to an Item Change the Course of an Item 2 Printing a Bill (Check) 2 By Item 2 By Position 2 For Select Positions 2 View Open Accounts 3 Filter Accounts Button 3 Edit Account Information 3 VIEWING ORDERS OF AN INDIVIDUAL ACCOUNT 13 Transfer Items and Orders between Accounts 13 Voiding an Item from an Account 4 Call Away a Food Course 4 Print a Copy of an Order, Void, Call Away 14 Payment for Accounts 5 Getting to the Payment Screen 5 When the Entire Account is Being Paid at Once 15 Tipping 5 Calculate Change / Enter Cash Out 15 When a Customer is Paying for Selected Items on the Bill 6 Amount to Pay Box (Split by Due) 6 When a Customer Wants to Pay a Fixed Amount 17 When Customers Want to Split the Bill Evenly 17 When Remaining Customers Wish to Pay Their Share of the Bill 7 Charging to Customer (Internal) Accounts 17 Enter/Edit Customer (Internal) Account Discounts 18 Recording a Payment (Invoice) Against a Customer (Internal) Account 8 Deselect a Customer (Internal) Account 18 REFUND PAYMENTS 19 Refund a Paid in Full (closed) Account 19 Refund from a Partly Paid (open) Account. 19 CASH / COUNTER SALE SCREEN 20 Add Items to the Cash Sale box 20 Increase/Decrease the Quantity of an Item 20 Clear an Item 20 Complete a Cash Sale 20 Calculate a Tip or Change Amount 20 Enter a Tip or Change Amount 20 Edit/Change Tender Details (Payment Type) 20 Convert a Cash Sale to an Account 20 Charge a Cash Sale to a Customer (Internal) Account 21 Cancel a Cash Sale 21 Add Modifiers to an Item 21 View all the Lines of a Large Order 21 Where Button 21 Print Cash Sales and Account Summaries 21 REFUND CASH SALES 22 Refund Items from a Cash Sale in the Cash Sale Screen 22 Refund an Entire Cash Sale 22 Refund a Cash Sale from a Previous Date 22 by Date button 22 Today s button/print Button 23

2 Contents NO SALES 23 Accessing the No Sale Screen 23 Open the Till Drawer 23 No Sale for Money being Paid into the Till 23 No Sale for Money being Paid out of the Till 24 Receiving and Recording Payment for Customer Accounts 24 Recording Cash Given Out on EFTPOS / Debit Card without a Sale being Involved 24 VOUCHERS 24 Recording a Voucher Sale 24 Using a Voucher for Payment 25 TILL CASH UPS (Z READING) 26 Cash Up a Till 26 Banking Summary 27 View All Cash Ups 27 From Today s Cash Ups Screen: 27 Reprint a Cash Up 27 View / Print Cash Ups by Date 27 Obtain a Till Reading (X Reading) 28 Obtain a Till Reading (X Reading) 28 STATISTICAL REPORTS 28 Match a Stats Report with a Cash Up 28 Understanding a Stats Report 28 ONETAP MODIFIER SCHEME 37 CREATING MODIFIERS 38 CREATING A MODIFIER GROUP 38 OTHER SCREEN FEATURES AND BUTTONS 40 ADMIN PEOPLE SETTING UP STAFF MEMBERS 40 UNDERSTANDING THE SETUP STRUCTURE 40 ACCESSING THE PEOPLE MENU 40 CREATING A ROLE 41 CREATING A STAFF MEMBER 42 DELETING A STAFF MEMBER 42 UNDO THE DELETION OF A STAFF MEMBER 42 ADMIN PEOPLE SETTING UP CUSTOMER AND MANAGEMENT INTERNAL ACCOUNTS 43 UNDERSTANDING THE SET-UP STRUCTURE 43 ACCESSING THE PEOPLE MENU 43 CREATING INTERNAL ACCOUNT TYPES 44 CREATING CUSTOMER AND MANAGEMENT INTERNAL ACCOUNTS 45 CREATING AN INTERNAL ACCOUNT BUTTON 45 RECEIVING AND RECORDING PAYMENT FOR CUSTOMER ACCOUNTS 46 SECTION 6 51 HAND HELDS 52 Using the Hand Helds 52 Starting Onetap Waiter on the Hand Helds 52 Log On 52 Ordering on the Hand Helds 52 Opening an Account 52 Placing an Order 52 Editing the Details of an Item 54 Item Modifiers 54 Access Modifiers Immediately 54 Access Modifiers Later On 54 Clear a Modifier from an Item 54 Clear all Modifiers from an Item 54 Clear an Item 55 Increase the Quantity of an Item 55 Change the Quantity of an Item 55 Change the Course of a Food Item 55 Add a Position to an Item 56 Prompted Position Numbers 56 Add a Position Number 56 Print the Check/Bill 56 Call Away a Course 56 Palm Pilot Touch Screen 56 Automatic Power Off 56 SECTION 7 61 ONETAP STOCK 61 Introduction to Onetap Stock 62 What you will need 62 Stocking Units 63 Suppliers 63 Stock Locations 63 Terminal Locations 63 Setting up Stock Set up Stock groups 63 Create food stock Items 63 POS Item Links 64 Maintain Recipes 64 POS Item link report 65 Entering first stock levels 65 Stock enable 66 Using Onetap Stock Receive Stock 67 Stock Takes 68 Transferring Stock 68 Stock Reports Report Functions 69 SECTION 3 29 ONETAP ADMINISTRATION 30 DO A PERIOD END FOR AN ACCOUNT TYPE 46 VIEW AND PRINT TRANSACTIONS OF AN INTERNAL ACCOUNT 46 Hot Syncing 57 Normal Palm Pilot Hot Sync 57 Dead Palm Pilot Hot Sync 57 SECTION 8 76 FAQ & Wixbang Trobleshooting 76 ADMIN SETUP CATEGORIES AND SECTIONS 30 ACCESSING THE SETUP MENU 30 CLOSE AN INTERNAL ACCOUNT 47 ONETAP REPORTS 47 Trouble Shooting 58 CREATING A SALE CATEGORY 31 Quick Reference 58 CREATING A SECTION 32 TERMINALS SET UP TO VIEW RELEVANT OPEN ACCOUNTS 32 ADMIN ITEMS MENU (PLU) ENTRY 33 UNDERSTANDING THE SETUP STRUCTURE 33 ACCESSING THE ITEMS MENU 33 CREATING AN ITEM GROUP 34 SECTION 4 49 ONETAP QUICK SALE DESIGNER 50 USING QUICK SALE DESIGNER FROM SCRATCH 50 CREATING BUTTONS BY COPYING EXISTING ONES 51 AND FINALLY 52 CREATING COURSES 34 CREATING AN ITEM (PLU)

3 Section 1

4 Introduction Starting up Onetap is a state-of-the-art, complete restaurant, café and bar point of sale system. The system has been used in a live environment since December 1998 with regular enhancements and additions - largely due to the involvement, suggestions and encouragement of hospitality industry staff, like yourselves. Onetap is unique in terms of user friendliness, speed, reliability and consistency in very demanding environments. It s most exciting feature being the wi-fi Hand Helds, for one step at-the-table order taking! The Getting Started section covers the basic methods for getting in, around and out of Onetap. Please take a few minutes to work through it, as it is your introduction into the wonderful world of Onetap! Starting the Workstations Switch the Touch Screen on and then the computer (if you have a server). The computer with the Onetap Security Server (SServer) must be up and running before any other Workstations can run the Onetap program. Once you have switched the workstation on, wait a few moments and a load-up screen will appear. Running Onetap Onetap has a program called Onetap Startup. As each Workstation is switched on, the Onetap Startup program will automatically run Onetap on each of them. This is subject to and providing the Workstation with the SServer is switched on first or left on. SServer Print Manager Relay Onetap Validates the software license and allows Print Manager and Onetap to run. Manages the printing of all Kitchen, Bar and Point of Sale printouts. Manages receiving of wi-fi transmissions from the Hand Helds. Onetap Point of Sale software. As the Startup program completes, the Splash screen will appear in the middle of the screen and the Progress Bar will move to the right as Onetap proceeds to load. Note: If you do not have the Startup program double press each necessary program to run. Logging On Once the Main Screen is loaded: Press on the LOGON button the LOGON box will appear. Enter your staff number. Confirm with your 4 digit PIN (Personal Identification Number) the Logon box will automatically disappear and log you on. Note: If a message appears telling you that you have entered an incorrect staff number and PIN combination, press on the Ok button to try again. Clear an incorrect number using the Back button. Use During Shift Once you have logged onto a terminal, logging onto a second terminal will automatically log you off the first terminal unless you have the privilege to be logged onto more than one terminal at a time. During your shift certain functions will require you to select your name from the Select Staff box and sometimes confirm with your PIN. Staff Swipe Cards A Staff Card may be used in place of entering a Staff number and PIN. During shift, where you would be required to select your name from the Select Staff box, you will need to swipe your card. Some functions are restricted by privileges, allowing only the staff with these privileges to complete them. Where an Authorise button is present a staff member may all but complete a restricted function, and then request an Authorised person to do so. Using the On Screen Keyboard The principal role of the On Screen Keyboard is to enter text and works in the same way any computer Keyboard works. The Alpha key is located at the top of any screen with the on screen keyboard and toggles the letters on the keyboard between Alphabetical and QWERTY. The tab key is used to move from text box to text box. Toggles between Capitals and non capitals. When used in combination with an alphabetical key will produce a capital letter. Highlight text in a text box and press copy to copy the text. Select a text box by pressing on it and press paste to repeat copied text. The Backspace removes the character to the left of the cursor. The Arrow keys move the cursor through text. Enter a space between characters. Press in a text box and the cursor will flash ready for you to enter text. 6 7 Main Screen MAIN MENU BAR Exit the Onetap Program. Clock into the till Clock out from the Till Access the functions on the Run Menu bar. Leave a note for another staff member. Access the functions on the Admin Menu bar. Access the functions on the View Menu bar. Access the functions on the Service Menu bar.

5 Section 2 Main screen - Minimising onetap Minimise Onetap Minimising Onetap returns you to the StartUp screen to access other programs without having to Exit the Onetap program. From the Main Screen: Press on the Run button. The Run Menu Bar will appear. Press on the Minimise button. Onetap will minimise and return you to the StartUp screen. Restore Onetap From the StartUp Screen: Press on the Onetap Program on the Task Bar. The Onetap program will appear. Main Screen Exiting and Shutting Down Logging Off Return to the main screen and press the Logoff button (bottom left) The Select staff box will appear, press your name and the select staff box will automatically disappear and log you off. Exiting Onetap From the Main Screen: Press on the Exit button a confirmation box will appear. Press on the Yes button. Onetap will close. Note: Exiting Onetap will automatically log you off that terminal. From the Startup Screen: Press on the Start button on the task bar at the bottom of the screen the Windows Start menu will pop up. Press on Shut Down. The Shut Down window will appear displaying the message What do you want the computer to do? Select Shut Down. Press on Ok.

6 Using onetap on the workstations Open Account Screen QUICK REFERENCE Service Menu Bar Buttons Place Order Screen Add an Item Press on the Item the Item will appear in the Order box to the right. Open a new Account. Place an Order on an Account. Transfer an Account to another Account number. Print a Bill/Check for an Account. Close an Account that has a zero balance and is not in use. Increase the Quantity of an Item Press on the Item again the Item will appear again in the Order box. Or Highlight the number in the yellow Qty box and change it. Clear/Cancel an Item Press on the Item in the Order Box. Press on the Clear button. Enter the Payment Screen for an Account payment. Enter a No Sale / Open the till. Enter cash out on EFTPOS amount to balance the till. Enter the Cash Sale Screen. Opening an Account From the Main Screen: Press on the Service button - the Service Menu Bar will appear. Press on the Open Account button. Select your name from the Select Staff box. The Open Account Screen will appear. Hint: You can also open an Account from the All Accounts Screen. Open Account Screen Open Account Screen View Before Sending Press on the View button to view more order lines at once before sending. Send an Order Press on the Send button once the order is complete. Rush an Order Press on the Rush button to inform the bar or kitchen of an order that needs to be hurried. Cancel an Order Press on the Cancel button a confirmation box will appear. Modifiers Screen Place Order Screen Modify an Item Prompted Modifiers When an Item always requires modifying, the Modifier Group for that Item will automatically be displayed when the Item is selected. Example Item Mod Group Mods Scotch Temps B, R, MR, M, M-WD, WD Fillet Steak Add a Modifier An Item can have Modifiers added to it. Select an Item in the Order box by pressing on it. Press on the Mods button. The Modifiers Screen will appear. Item s Modifiers Screen Press on the Modifier you require. Account Enter a number in the Account box. Guests Enter the number of guests in the Guests box. (The guest number is not required if the word Guests and the box are greyed out.) Auto Select an Account Number For categories that have a star in the Auto column on the left: Select a section in that category by pressing on it the next available number not in use within that section will appear in the Account box. Optional Entries Spend Limit: If an account has a Spend Limit, you can see the available balance in both the Order and Cash Sale screens when placing an order on that account. Name: Enter a name for the Account if required. Notes: E.g. VIP, food allergies, time limit. Destination: A bar tab may not have a fixed location but the guest may be in an easily recognisable area of the bar. Place Order Screen Ordering Items From the Main Screen: Press on the Service button the Service Menu Bar will appear. Press on the button. Select your name from the Select Staff box The Select Account box will appear. Select the appropriate Account by pressing on it. Hint: You can also place an order from the All Accounts Screen. Help: If the Account does not appear in the Select Account box. The Account may not have been opened yet. Press on the Open button. If a message box appears telling you that the account is in fact open cancel out of the Open Account screen and press the Filter button. Select ALL. Select Different Modifier Groups In the Modifiers screen for an Item there may be more than one Mod Group attached to that Item. Select the required Mod Group by pressing on it. Remove a Selected Modifier In the Item s Modifiers screen: Press on the Modifier in the Selected box. This will remove the Modifier. Note: The Modifiers for an Item can be altered after they have been added, by selecting the Item and pressing on the Mods button. Add a Position to an Item When an Item is selected in the Order box, the cursor will be flashing in the yellow Pos: box ready for you to enter a Position Number. Select the Item in the Order box by pressing on it. Use the Keypad to enter the Position Number. Help: To learn about the Keypad functions see the Getting Started section. Help: Your name does not appear in the Select Staff box. You are not currently logged on. Press on the Logon button in the Select Staff box

7 Change the Course of an Item Courses determine the Course Group a Food Item will appear in on the printed order. E.g. Entrees or Mains. The default course for an Item may be Entrée, but the guest could want that Entrée Item to be served with the Mains. From the Place Order Screen: Select the Item in the Order box by pressing on it. Press on the Course button the Select Course box will appear. Select the new Course by pressing on it. Press on the X No Course button to remove the Course from an Item and the Item will appear at the top of the order. (E.g. breads or children s meals.) Print Summary Box and entering the exact position using the keypad. Press on the second, third etc. yellow box for subsequent positions. Note: Change the seat position of an Item in the Account Details Screen of the Account. Filter Accounts Button The Filter Accounts box is used to view a select group of Open Accounts or All Open Accounts. Some Workstations may be set up to view only the Accounts that are relevant to that particular Workstation. E.g. A Bar Workstation may be set up to view only the Open Bar Tab Accounts. Selecting the Filter button will allow you to temporarily view other Open Accounts. See the Getting Started with Onetap section. Edit Account Screen Hint: You can also Transfer / Merge an account from the Main Screen; press on the Transfer button. Transfer A/c Box Enter the account number you want to Transfer the account to, in the yellow To Account box. Note: You may be prompted to confirm one or more of the following: Number of guests. Reason for transferring to a different sale category. Continue transferring to an account that is already open? When the transfer has been completed a quick message box will appear stating that the transfer was successful. Viewing Orders of an Individual Account From the All Accounts Screen: Select the appropriate account by pressing on it. Press on the Details button. The View Orders Screen will appear. Transfer Items and Orders between Accounts To transfer an Item or an Order, the account you are transferring to must be Open for the transfer to be successful. Enter Position(s) Box Printing a Bill (Check) From the Main Screen: Press on the Service button the Service Menu Bar will appear. Press on the Summary button. Select the appropriate account by pressing on it. The Print Summary box will appear. Hint: You can also print a Summary from the All Accounts Screen. Select the Account and press on the Summary button. Print Summary Box By Item Press on the Ok button to print the bill by Item (default option) all items will appear on the bill. By Position Press on the By Position circle to split and group all the Items by position on the bill. For Select Positions To print the bill only for the position(s) you want to include or exclude on the bill press on the For Select Positions circle the Enter Position(s) box will appear. Enter Position(s) Box Select the option to Include or Exclude position(s). Enter the position(s) by pressing on the first yellow box QUICK REFERENCE All Accounts Screen Buttons All Accounts Screen and Filter Accounts Box Opens the Filter Accounts box. Short-cut to Open Account Screen. Short-cut to Place Order Screen. Short-cut to View Orders Screen. Opens the Transfer A/c box. Opens the Print Summary box. View Open Accounts From the Main Screen: Press on the View button. Press on the Accounts button. The All Accounts Screen will appear. Edit Account Information. Short-cut to Account Refund Screen. Gains immediate access to the Cash Sale Screen. Close out of the All Accounts screen. Short-cut to Account Payment Screen. Closes the Table. All Accounts Screen Press on the Arrow buttons to move through the list of Open Accounts. Press on the First and Last buttons to gain faster access to the top and bottom of the list of Open Accounts. Press on the Start button to return to the beginning of the list. Press on the Column Headings to view the list of Open Accounts in various orders. Main Screen and transfer A/c Box Edit Account Information From the All Accounts Screen: Select the account you require by pressing on it. Press on the Edit button. The Edit Account Screen will appear. Edit Account Screen Use the keyboard to edit/add to the Account information. Press on the Close button when the changes are complete. Transfer Items Select the Item by pressing on it. Press on the Transfer button. Select your name from the Select Staff box and confirm with your PIN. The Transfer Item(s) box will appear. Transfer Item(s) Box Enter the new account number in the yellow To Account box. Check the quantity that appears in the yellow Transfer Qty box is correct. Highlight the number and change it if required Transfer / Merge an Account From the All Accounts Screen: Select the account to be Transferred / Merged by pressing on it. Press on the Transfer button. Select your name from the Select Staff box and confirm with your PIN. The Transfer A/c box will appear. When the transfer has been completed a quick message box will appear stating that the transfer was successful. Transfer Orders An order can be transferred according to the time the order was placed. The time beside the Items of the order you want to transfer can be matched with the corresponding time in the Time Placed box. Select the time in the Placed box and press on the Transfer Order button. Select your name from the Select Staff box and confirm with your PIN. The Transfer Order box will appear. Transfer Order Box Enter the new account number in the yellow To Account box. When the transfer has been completed a quick message box will appear stating that the transfer was successful.

8 View Orders Screen View Orders Screen Voiding an Item from an Account From the All Accounts Screen: Select the appropriate account by pressing on it. Press on the Details button. The View Orders Screen will appear. View Orders Screen Select the Item to be voided by pressing on it. Press on the Void button. Select your name from the Select Staff box and confirm with your PIN. The Void Screen will appear. Void Screen Enter the amount to void in the yellow Qty to Void box. Enter the amount to waste in the yellow Qty to Waste box. Select a reason from the choices displayed or select other and enter an explanation in the yellow Explanation box. Press on the Close button to return to the previous screen. Call Away a Food Course The Call Away option enables a server to inform the kitchen of when they should start preparing the next meals for a table of guests. E.g. when a server clears the 1st course plates from a table they would send a Call Away instruction to the kitchen informing the Chef s to prepare the 2nd course. From the All Accounts Screen: Select the appropriate account by pressing on it. Press on the Details button the View Orders Screen will appear. View Orders Screen Select the course to Call Away by pressing on it. Press on the Away button. Print a Copy of an Order, Void, Call Away From the All Accounts Screen: Select the appropriate account by pressing on it. Press the Details button the View Orders Screen will appear. View Orders Screen Select the corresponding time in the appropriate Placed, Voided or Awayed box. Press on the appropriate Print button. Press on the Close button to return to the previous screen. Account Payment Screen QUICK REFERENCE Account Payment Screen Buttons Opens the Account Payment Items Screen. Opens Select Customer Account box. Allows you to look up a Customer Account by Account No. Deselects a selected customer the Account. Requires Manager to authorise access to a customer account. Payment for Accounts Getting to the Payment Screen The Payment Screen can be entered in two ways: 1. From the Main Screen: Press on the Service button the Service Menu will appear directly above. Press on the Payment button. Select your name from the Select Staff box. Select the appropriate account by pressing on it. The Account Payment Screen will appear. 2. From the View Accounts Screen: Select the Account to Pay by pressing on it. Press on the Payment button. Select your name from the Select Staff box. The Account Payment Screen will appear. When the Entire Account is Being Paid at Once A full payment may be a single amount or several smaller amounts totalling the amount due. (To calculate dividing the bill equally, see When a Customer Wants to Pay a Fixed Amount page 26.) Account Payment Screen Select from one of the nine Tender buttons (e.g. VISA, EFTPOS, CASH) the Add Tender box will appear. When the entire account is being paid by one customer: Check the tender amount in the yellow Payment and yellow Total boxes is correct. When the account is being paid by more than one customer: Alter the tender amount by highlighting the amount in the yellow Payment box and entering the appropriate amount. Repeat these steps for each customer. Note: As each payment is made the Amount Due in the blue box at the bottom of the Account Payment Screen is reduced accordingly. When the blue Amount Due box displays zero: Press on the Ok button. Add EFTPOS Tender Box Add Cash Tender Box Tipping Add Tender Box Enter a set amount tip. When the customer paying wishes to leave a set amount tip (e.g. $10): Enter a tip amount in the yellow Tip box. The tip amount will automatically be added to the Total and the amount now due will be displayed in the yellow Total box. Calculate the balance as a tip. When the customer paying wishes to pay a set amount, leaving the balance as a tip (e.g. paying $140 when the bill comes to $126.10): Press on the Calculator to the left of the Tip box the yellow Total box will now be highlighted. Enter the total amount being paid in the yellow Total box. The tip amount will automatically be displayed in the yellow Tip box. Calculate Change / Enter Cash Out Add Tender Box Calculate change for a Cash Payment. When the customer paying requires change (e.g. paying $140 when the bill comes to $126.10): Press on the Calculator button to the left of the change box the yellow Total box will now be highlighted. Enter the total amount being paid in the yellow Total box. The change amount will automatically be displayed in the yellow Change box. Cash Out with a Payment When the customer paying, wants cash out on an EFTPOS or Debit Card (e.g. $100 cash out when paying by EFTPOS): Enter a cash-out amount in the yellow Change box. The change amount will automatically be added to the Total and the amount now due will be displayed in the yellow Total box. Note: The Item will still appear in the View Orders screen for the accounts, but will show as having nothing due to pay. Closes out of the Account Payment Screen. Typically used with Tender type Other to describe the Tender used 14 15

9 Account Payment Items Screen In the Account Payment Items Screen: $Amount to Pay Box (Amount) Account Payment Screen Change the Quantity of an Item Highlight the number in the yellow Qty box. Enter the quantity amount. (E.g. 5 of a Garlic Bread). Pay for Part of an Item Select the Item so it appears in the box on the right. Highlight the amount in the yellow line box. Enter the partial amount. Clear Selected Items Press on the XClear button to remove an item. Press on the XAll button to clear all the items. Enter Position(s) Box When a Customer is Paying for Selected Items on the Bill E.g., When a customer wishes to just pay for their own meal and leave the remainder of the account running: From the Account Payment Screen: Press on the Items button all the Items on the account will be displayed. Account Payment Items Screen Select the Item(s) the customer wishes to pay for, by pressing on them the selected Items will appear in the box to the right. When the Items to pay have been selected, press on the Tender button to return to the Tender screen the total owing for the Selected Items will show in the Due box. Complete the payment by selecting one of the nine Tender buttons (see Add Tender box page 21). Select Items to Pay by the Customer s Position Number Return all Items to the Bill to Pay in Full Press on the Add Position(s) button the Enter Positions box will appear. Enter Positions Box Select the option to Include or Exclude position(s). Enter the position(s) by pressing on the first yellow box and entering the exact position using the keypad. Press on the second, third etc. yellow box for subsequent positions. Press on the Settle button. When a customer wants to pay a fixed amount E.g., When a customer wishes to just pay $100 off the Account total. From the Account Payment Screen: Press on the Amount button the $Amount to Pay box will appear. $ Amount to Pay Box Press in the / $Amount (Default Setting) circle. Enter the amount in the yellow To Pay box. Complete the payment by selecting one of the nine Tender buttons. When customers want to split the bill evenly E.g. For splitting the bill/check into fractions, such as when there are five customers and they wish to split the bill five-ways. From the Account Payment Screen: Press on the Amount button the $Amount to Pay box will appear. $ Amount to Pay Box Press in the / Split by Spent circle Highlight the yellow fraction boxes and enter the way you want the account split. E.g. 1 / 5 the amount will appear in the To Pay box. Note: If a customer wishes to pay for two (or more) of the customers, enter the appropriate fraction in the fraction boxes. E.g. 2 / 5 or 3 / 5. Complete the payment by selecting one of the nine Tender buttons. Note: As long as nothing else is added to the bill, continue to use the base fraction for all of the guests as they leave. Charging to customer (Internal) accounts Use one of the two part payment methods on the previous page to obtain items or an amount of a bill/check or charge the entire bill. Account Payment Screen: Select the Customer (Internal) Account by: 1. Pressing on an Account button or, 2.Pressing on the Select A/c button and selecting the Account from the Select Customer Account list or, 3. Swiping the customer s card the Customer Account will appear in the Customer A/c box. Select Paying on Account by pressing in the tick box. Amount to pay Box (split by due) When remaining customers wish to pay their share of the bill E.g. When part of the bill has previously been paid and the remaining guests have had more Items added to their bill, select Split by Due. The Amount Due now needs to be divided by the number of guests remaining (NOT the original number of guests). From the Account Payment Screen: Press on the Amount button the $Amount to Pay box will appear. $ Amount to Pay Box Press in the / Split by Due circle. Highlight the numbers in the yellow fraction boxes by the remaining number of guests the amount will appear in the To Pay box. Complete the payment by selecting one of the nine Tender buttons

10 Account Payment Screen with Discount Box Account Payment Screen All Accounts Screen with Select date Box Refund from a Partly Paid (open) Account. From the All Accounts Screen: Select the appropriate account by pressing on it. Press on the Refund button. Select your name from the Select Staff box and confirm with your PIN. The Account Refund (Tender) Screen will appear. Press on the Items button the Account Refund (Items) Screen will appear. Continue by choosing one of the options in the box below. In the Account Refund (Items) Screen Enter/Edit customer (internal) account discounts When charging to a Customer (Internal) Account, sometimes a discount may need to be applied or a permanent discount may need to be edited. Account Payment Screen: Select the Customer (Internal) Account by:. Pressing on an Account button or, 2. Pressing on the Select A/c button and selecting the Account from the Select Customer Account list or 3. Swiping the customer s card the Customer Account will appear in the Customer A/c box. Enter/edit the discount %. Press. Enter/edit the discount $. Press. Press on the Ok button the Amount Due box will display the discounted balance due. Complete the Payment by selecting one of the nine Tender buttons. Account Payment Screen Recording a payment (invoice) against a customer (internal) account Account Payment Screen: Select the Customer (Internal) Account by:. Pressing on an Account button or, 2.Pressing on the Select A/c button and selecting the Account from the Select Customer Account list or 3. Swiping the customer s card the Customer Account will appear in the Customer A/c box. Complete the Payment by selecting one of the nine Tender buttons. Deselect a Customer (Internal) Account Before completing a payment involving a Customer (Internal) Account you can Deselect that Customer Account. Press on the Deselect A/c button the Customer A/c box will then be blank. Account Refund (items)screen Refund Payments Refund a Paid in Full (closed) Account From the All Accounts Screen: Press on the Filter button the Filter Accounts box will appear. Select the Date option the Select Date box will appear. Select Date Box Select the Day, Month and Year the Account was opened or press on the Today button if the account was opened today. Press on the Ok button all the Accounts opened on the day selected will be displayed. Select the appropriate account by pressing on it. Press on the Refund button. Confirm the Account Closed Refund by pressing on the Yes button. Select your name from the Select Staff box. Confirm with your PIN number the Account Refund (Tender) Screen will appear. Press on the Items button the Account Refund (Items) Screen will appear. Continue by choosing one of the options in the box below. Refund All of the Payment Refund Part of the Payment Refund Part of an Item Press on the Tender button to return to the Account Refund (Tender) Screen. The amount to refund will show in the Due box. Select the tender you are using to refund the amount. Press on the Ok button or EFTPOS Machine. Press on the Credit All button all the Items will be displayed in the box to the right. Select the Items for refund from the Paid Items list by pressing on them they will automatically be displayed in the box to the right. Highlight the amount in the Yellow Line box and enter the partial amount to be refunded

11 Cash Sale Screen Add Tender Box Complete a Cash Sale Once all Items are selected, choose a tender (payment method) from: Quick Cash The till will automatically open. Cash The Tender box will appear, allowing you to calculate change. EFTPOS The EFTPOS (Debit Card) Tender box will appear. Payment Access the Full Payment screen with more Tender options, e.g., VISA, Diners, etc. Calculate a Tip or Change Amount Tender Box Select the Tender payment type. Press on either the Tip or Change calculator icon the total amount in the total box will be highlighted Enter the total amount given the tip or change amount will be calculated. Enter a Tip or Change Amount Tender Box Select the Tender payment type. Press in either the Tip or Change boxes the cursor will flash. Enter the Tip or Change amount the Total amount will be calculated. Edit/Change Tender Details (Payment Type) Press on the Payment button to edit Tender lines. Press on the Ok button or enter a payment amount if more than one tender type is being used. QUICK REFERENCE Cash Sale Screen Buttons Refund Items. Look at the Items in List format. Return to the Default or Master page. Go back to the previous screen. Link to open tab/table. Clear a selected account and convert the sale back to a Cash Sale. Displays the name of the selected staff member. Short cut to the No Sale screen. Short cut to the All Accounts screen. Exit the Cash Sale screen. See Print Cash Sales BELOW. Convert a Cash Sale to an Account Once all Items are selected: Press on the tabs/table button the Select Account Screen will appear. Select the appropriate account by pressing on it (or open a new account). Print Cash Sales and Account Summaries Cash Sale Screen There are 3 buttons in the Cash Payment Screen for printing Summaries and Receipts Last, Select and Summary. Last Button Press on the Last button to print a copy of the last Cash Sale on that terminal. Select Button Press on the Select button the Select Cash Sale box will appear. Select a previous Cash Sale by pressing on it. Summary Button Press on the Summary button the Select Account Box will appear. Select the appropriate account by pressing on it the Print Summary Box will appear. Press on the Ok button to print a Summary with all Items showing on the bill. Note: To select a different option, see Printing the Check/Bill. Cash Sale Screen Charge a Cash Sale to a Customer (Internal) Account Once all Items are selected: Press on the Payment button. Cash / Counter Sale Screen From the Main Screen: Press on the Service button the Service Menu Bar will appear. Press on the Cash Sale button. Select your name from the Select Staff box. The Cash Sale Screen will appear. Note: You can also access the Cash Sale Screen from the All Accounts Screen. Cash Sale Screen Add Items to the Cash Sale box Press on the Item the Item will appear in the Cash Sale box to the right. Increase/Decrease the Quantity of an Item Press on the Item again the Item will appear again in the Order box. or Use the + and buttons to increase or decrease the quantity of an Item. Use the Qty button to enter large quantities. Clear an Item Press on the Item in the Order Box. Press on the Clear button. Copy from Payments section. Press on the Back button to return to the Cash Sale Screen. Cancel a Cash Sale Press on the Cancel button a confirmation box will appear. Add Modifiers to an Item Press on the Mods button the Modifiers screen for the Item will appear. See page 8. View all the Lines of a Large Order Press on the View button the View Order box will appear allowing you to view more items at once (useful when an order is very large). Or Slide your finger up / down the Cash Sale box to view the hidden lines of a large order. Where Button The Where button can be used to enter a location for the Cash Sale Item(s) to be delivered to

12 Receipts Screen Note: The system assumes and Refunds the same tender used for payment of the Cash Sale and shows as a negative on the Cash up Banking Summary. View Button The View button is on the Main Screen and accesses the View Menu Bar. No Sale Screen Select date box Refund a Cash Sale from a Previous Date From the Receipts Screen: Press on the Receipts by Date button the Select by Date box will appear. Select the day, month and year the Cash Sale was put through. Press on the Ok button the Receipts Screen for the selected date will appear Select the appropriate Cash Sale by pressing on it. Press on the Refund Cash Sale button. Select your name from the Select Staff box. Confirm with your PIN a message box will appear. Receipts Screen by Date button Onetap allows you to view and access all of the above functions right back to the day you first used the Onetap system. Press on the by Date button. Select the day, month, year of the account/ transaction you are looking for. Selecting one of the buttons from this Menu Bar allows you to view and access the details of Accounts, Credit Notes, Invoices, Receipts, No Sales and Refunds. No Sale screen with Add Tender Box Today s button Press on the Today s button to return to the current day s accounts/transactions. Print button Select the account/transaction. Press on the Print button a copy of that Account Summary / Transaction will be printed. Refund Cash Sales Refund Items from a Cash Sale in the Cash Sale Screen From the Cash Sale Screen: Press on the Refund button. Select the Items for Refund by pressing on them. Select a Tender by pressing on it. Enter your PIN the Cash Sale Refund Screen will appear. Select a reason for the Refund from the Select Refund box. And/or enter an explanation for the Refund in the Explanation field. Select either the Wasted or Not Wasted button and the Refund will be completed. Refund an Entire Cash Sale From the Main Screen: Press on the View button. Press on the Receipts button the Receipts Screen will appear. Select the Cash Sale by pressing on it. Press on the Refund Cash Sale button. Select your name from the Select Staff box. Confirm with your PIN a message box will appear. View Invoices Screen No Sales Accessing the No Sale Screen From the Main Screen: Press on the Service button the Service Menu bar will appear. Press on the No Sale button the No Sale Screen will appear. Note: The No Sale button can also be found in the Cash Sale screen. Open the Till Drawer From the No Sale Screen: Press on the Ok button in the top right corner of the No Sale Screen. No Sale for Money being Paid into the Till From the No Sale Screen: Select from one of the nine Tender buttons (e.g. VISA, EFTPOS, Cash) by pressing on it - the Add Tender box will appear. Add Tender Box Enter the tender $ amount in the Amount box where the cursor is currently flashing. Check that the Plus ( + ) button is inverted and not the Minus ( - ) button

13 Select a reason from the No Sale Type List (e.g. change) or press on the Details button and enter a reason using the On Screen Keyboard. Press on the Ok button in the top right corner of the No Sale Screen. Note: To calculate the Change Amount see Payment for Accounts Calculate Change. No Sale for Money being Paid out of the Till From the No Sale Screen: Select from one of the nine Tender buttons (e.g. VISA, EFTPOS, Cash) by pressing on it - the Add Tender box will appear. Add Tender Box Enter the Tender $Amount in the Amount box where the cursor is currently flashing. Press on the Minus ( - ) button to make it a negative amount. Select a reason from the No Sale Type List (e.g. Food Purchase) or press on the Details button and enter a reason using the On Screen Keyboard. Press on the Ok button in the top right corner of the No Sale Screen Receiving and Recording Payment for Customer Accounts Make a payment onto an Internal Account in the No Sale screen. From the Main Screen: Press on the Service button the Service Menu will appear. Press on the No Sale button. Select your name from the Select Staff box. The No Sale Screen will appear. No Sale Screen Press on the Select A/c button. Select the Account by pressing on it. Press on the appropriate Tender button. Enter the Payment Amount. Select Account Payment from the No Sale Type list. Press on the Ok button in the top right corner of the screen. Note: You can also make a payment on to an Internal Account from the Customer Accounts Screen by selecting the Account and pressing on the No Sale button. Recording Cash Given Out on EFTPOS / Debit Card without a Sale being Involved If a customer wants to get out some cash without making a purchase, you can record the No Sale in Onetap to make the Till figures correct. From the Main Screen: Press on the Service button. Press on the EFTPOS Cash button. Select your name from the Select Staff box. Confirm with your PIN number the EFTPOS Cash Out box will appear. Vouchers Recording a Voucher Sale The sale of a Voucher is recorded in the No Sale Screen and will appear on the Till Cash Up as Vouchers Sold. From the Main Screen: Press on the Service button the Service Menu Bar will appear. Press on the No Sale button the No Sale Screen will appear. No Sale Screen In the No Sale Type box, press on the Voucher Sale type. Select from one of the nine Tender buttons (e.g. VISA, EFTPOS, CASH) the Add Tender box will appear. Enter the $Amount of the Voucher being purchased. Check that the Plus (+) button is inverted and not the Minus ( ) button. Press on the Tender Type button Voucher the Add Voucher Tender box will appear. Enter the $Amount of the Voucher being purchased. Press on the Minus ( ) button and make sure it is inverted. Press on the Ok button in the top right corner of the No Sale Screen. No Sale Screen Select Till Box Till Cash Ups (Z Reading) Cash Up a Till From the Main Screen: Press on the Admin button. Press on the Cash Up button the Select Till box will appear. Select Till Box Select the Till you want to cash up by pressing on it a confirmation box will appear. Press on the Yes button to proceed the Select Staff box will appear. Select your name from the Select Staff box. Confirm with your PIN number the Cash Up will print. Note: You can do a Cash Up for a specific Till from any terminal in your establishment. EFTPOS Cash Out box Enter the Cash Out amount. When the transaction has been completed a quick message box will appear stating that the No Sale was successful. Main Screen Using a Voucher for Payment Redeeming a Voucher as payment for a Sale is done in the Payment Screen. A Voucher could be used for all or part of an Account or Cash Sale payment. From the Payment Screen: Press on the Voucher button the Add Voucher Tender box will appear. Confirm the $Amount to Pay in the Payment box or Edit (change) the Voucher Payment amount by highlighting the $Amount in the Payment box and changing it. If Full Payment for the Sale is covered by the Voucher Amount press on the Ok button to complete the payment. or Complete the Payment using one of the 8 other Tender types (e.g. Visa, Cash). Note: For help on Part Payments see Payment for Accounts pages

14 CASHUP CashUp# 10 Till Outside From :45PM 29Sept06 To 3:35PM 30Sept06 By Admin Sales 1, Food % Beverage 1, % Invoices 1, Credit Notes 8.06 Tips 5.00 Receipts 5.00 Refunds 0.00 Payments, Receipts 1, Refunds 8.50 On Account Discount 0.03 No Sales Account s Paid No Sales Other 0.00 Vouchers Sold 0.00 Vouchers Redeemed 0.00 Cash EFTPOS Visa EFTPOS Amex EFTPOS 0.00 Diners EFTPOS 0.00 MasterCard EFTPOS 0.00 Cheque Voucher 0.00 Other 0.00 TOTAL CASHED UP $1, LESS 85% TIPS $4.25 LESS NON-CASH $ TOTAL CASH OWED $ BANKING SUMMARY For CashUp# 10 Till Outside When 3.35PM 29Oct05 By Admin Cash Tip Total System Actual Discrepancy EFTPOS Tip Total System Actual Discrepancy Visa EFTPOS Tip Total System Actual Discrepancy Cheque Tip Total System Actual Discrepancy TOTALS SYSTEM $1, ACTUAL TO BANK DISCREPANCY Cash Up The first part of a Cash Up displays a break down of the Sales. The following formulas are to assist you in understanding these figures. CashUp Formulas Sales = Payments Tips + On Account Sales are broken down into: Food and Beverage / Invoices and Credit notes. Sales = Food + Beverage = Invoices Credit Notes. Cash Up Definitions On Account Discounts No Sales Accounts Paid No Sales Other Vouchers Sold Vouchers Redeemed Total Cashed Up Less Tips Less Non-Cash Total Cash Owed Cash ups screen All Sales debited (charged) onto an Internal Account. The total $Amount of all Discounts given through Internal Accounts. All payments credited (received) for an Internal Account. All other occasions where transactions have taken place in the No Sale Screen. The total of Voucher Sales recorded in the No Sale screen. The total of Payments tendered (paid) with the Voucher button. The total of all 9 tender types above. The tip amount to be paid out to staff. In the case of the example this amount is only 85% of the tip total as the other 15% is kept for the house. Total of all other 8 tender types. Cash owed to the establishment less tip amount to be paid out to staff. Banking Summary A Banking Summary lists the individual transaction amounts and any tip amounts of all tender types except cash. It shows the totals of all Tenders as recorded by the Computer System. Underneath each Tender type System total, is the facility to record the Actual totals as taken from the till drawer. And also the facility to record any Discrepancy (difference of amount) between the System and Actual total. View All Cash Ups From the Main Screen: Press on the Admin button. Press on the Cash Up history button Today s Cash Ups screen will appear. Today s Cash Ups Screen Listed will be all Cash Ups done Today so far. Hint: View the Cash Ups in varying order by pressing on the different column headings eg; CashUp #, Till Name. From Today s Cash Ups Screen: Press on the CashUp Summary button a summary of all the Cash Ups so far that day will print. Reprint a Cash Up From Today s Cash Ups Screen: Select the Cash Up you want to reprint by pressing on it. Press on the CashUp and Banking Summary buttons. View / Print Cash Ups by Date From Today s Cash Ups Screen: Press on the CashUps by Date button the Select Date box will appear. Select the Day/Month/Year. Press on the Ok button the Cash Ups from that date will appear. Print a Cash Up or Cash Up Summary by pressing on the relevant buttons. Press on Today s Cash Ups button to return to the Current Days Cash Ups. ORDER STATS REPORT From To 11:35PM 17Nov05 3:37PM 18Dec05 Totals Food Bev Total $ , %Food/Bev Open Accounts $ Count 3 Bar $ %Food/Bev %Total $/Guest Guests/Accounts 5/2 Covers/Accounts 0/0 Cover Threshold 0 Cash Sales $ %Food/Bev %Category Bar Tabs ( ) $ %Food/Bev %Category $/Guest Guests/Accounts 5/2 Covers/Accounts 0/0 Restaurant $ %Food/Bev %Total $/Guest $Cover Guests/Tables 7/4 Covers/Tables 6/2 Cover Threshold 2.00 Inside (1-29) $ %Food/Bev %Total $/Guest $Cover Guests/Tables 7/4 Covers/Tables 6/2 Cover Threshold 2.00 Tips are broken down into: Receipts and Refunds. Tips = Tips Recorded Tips on any Refunded Receipts Payments are broken down into: Receipts and Refunds. Payments = Receipts Refunds Select date box The summary of tenders in the bottom section balances as follows: Total Cashed Up = Payments + No Sales 26 27

15 Section 3 Obtain a Till Reading (X Reading) A Reading is a till progress report that allows you to view a till s sales figures without clearing the totals. From the Main Screen: Press on the Admin button Admin Menu Bar will appear. Press on the Reading button the Select Till box will appear. Select the Till by pressing on it. Select your name from the Select Staff box and confirm with your PIN. A Reading for the selected Till will print. Statistical Reports A Stats Report is an Activity Report based on orders for a select time period and therefore has no association with a Cash Up. Match a Stats Report with a Cash Up The two will match up providing the following: The exact period of time is used for both, All tills for that time period are Cashed Up. A Cash Up Summary for all tills is used to match the Stats Report. Use the following formula to match a Stats Report with a Cash Up Summary. Stats Sales Stats Open Accounts = Cash Up Sales + Cash Up Discounts. Understanding a Stats Report A Stats Report shows the following information for the time period selected The total $Amount of orders for each Revenue Type. E.g. Food and Beverage. The total $Amount of orders for all Revenue Types combined. A % ratio of each Revenue Type = 100%. The number of Accounts open at the time the Stats Report was up to. Each Sale Category. E.g. Bar and Restaurant and their following properties. Cash Sales (if any). Each Section. E.g. Inside (1 29). The average $Amount spent: Per guest number of customers recorded on accounts. Per cover number of customers recorded on accounts whose average spend per table was equal to or above the cover threshold. The total number of guests and tables. The total number of covers and tables. A Cover Threshold A Minimum $ Amount, where a customer spending below this threshold would not be included in the Average Cover Spend per head, but would still be included in an Average Guest Spend per head

16 onetap administration Admin Setup Categories and Sections Understanding the Setup Structure Sale Category A Sale Category is a classification of a sale. E.g. Restaurant, Bar, Takeaway, Staff. Every order and invoice happens under a Sale Category. SALE CATEGORY PROPERTIES Name E.g. Restaurant, up to 15 characters. Account Caption E.g. Table, up to 15 characters (typically the word used refers to the type of account). Setup Menu Current Sale Categories Screen Price Level The Price Level default is set to Item Price 1 to change it, press on the drop-down arrow and select from 2-6. Optional Entry Enter a Cover Threshold A Minimum $ Amount, where a customer spending below this threshold would not be included in the Average Cover Spend per head, but would still be included in an Average Guest Spend per head. Settings Cover Threshold Require Guests Whether accounts (e.g. Restaurant Tables) require a guest count. Auto Account Number Whether account numbers will be automatically allocated with the Next Available Number by the system (e.g. Takeaway Tabs). Restrict Transfer Whether accounts/items can be transferred to this Sale Category (a staff person can still be given the privilege to do so). A Minimum $ Amount, where a customer spending below this threshold would not be included in the Average Cover Spend per head, but would still be included in an Average Guest Spend per head. Accessing the Setup Menu From the Main Screen: Press on the Admin button the Admin Menu Bar will appear. Press on the Setup button. Select your name from the Select Staff box and confirm with your PIN. Setup Menu Bar New Sale Category Screen Price Level from 1 to 6 Price Levels are for items that may have varying prices depending on the Sale Category selected for the sale. E.g. Sales Category Item Price Level $Amount Takeaway Pizza 3 $18.50 Restaurant Pizza 1 $22.00 Press on the Back Arrow button to return to the Admin Menu Bar. Press on the Categories button to gain access to the Current Sale Categories Screen. Section A Section is a range of account numbers belonging to a Sale Category. E.g. Section A No s 1-29 and Section B No s could belong to the Sale Category Restaurant. To use an Account Number it must be part of a Section. SECTION PROPERTIES Sale A Sale Category that it belongs to, Category remembering the settings chosen for the Sale Category will be applied to the Section. Section Name Typically the word used to describe the area (e.g. Section A or Outside). Press on the Sections button to gain access to the Current Sections Screen. Press on the Terminals button to gain access to the Terminals Screen. Creating a Sale Category From the Setup Menu Bar: Press on the Categories button. The Current Sale Categories Screen will appear. Current Sale Categories Screen Press on the New button. The New Sale Category Screen will appear. New Sale Category Screen Sale Category Enter the new Sale Category name. E.g. Restaurant, Bar, Takeaway. Account Caption Enter the Account Caption. E.g. Table, Tab. Account Number Range (e.g. 1-29). Sale Category Settings Select Sale Category settings by pressing in the tick boxes. Require Guests Select this option if you require guest numbers to be a forced entry. Auto Account Number Select this option if you require the next available account number to be allocated to an account. Restrict Transfer Select this option if you do not want transfers to this Sale Category without the privileges to do so

17 Creating a Section From the Setup Menu Bar: Press on the Sections button. The Current Sections Screen will appear. Current Sections Screen: Press on the New button. The New Section Screen will appear. Current Sections Screen Terminals Screen Select the Section or Sale Category to be viewed at the Terminal by pressing on it. ITEM Revenue Type FOOD Course MAINS Item Group MAINS Item SCOTCH FILLET Items screen Admin Items Menu (PLU) Entry Understanding the Setup Structure Revenue Types When setting up Items they must be assigned to a Revenue Type. E.g. Food or Beverage. Stats and Sales Reports can be broken down in to Revenue Types. New Section Screen Terminal Detail Screen Terminals Set Up to View Relevant Open Accounts A Terminal (Work Station) can be set to view a relevant group of accounts without having to view all of the Open Accounts. This view can be determined by a Sale Category, e.g. Bar or a Section (e.g. Inside 1). Note: When viewing Open Accounts at a terminal, the Filter button will provide a view of all Open Accounts if needed. Courses Courses place Items into groups that are typically similar to the groups on the menu. E.g. Entrees, Mains and Desserts. Onetap allows you to define your own courses so you can have some of the less common ones such as 2nd Entrees. When setting up an Item (PLU) the choice is available to assign that Item (PLU) or to leave it unassigned for Items that should typically appear at the top of the order (E.g. Breads). Before sending an order, the course assigned to an Item may be changed as the customer requires it. Item Groups Item Groups place related items together. The name of each Item Group must well represent the Items within that group for speed of service. For example, a server searching for a Coca Cola could look in the Item Group Soda. When it comes to food, Item Groups can be similar to courses. Sales Reports can be broken down into Item Groups. Items Items represent things that can be sold. The name of each Item should be clearly identifiable from any similar Items. For example, the name of a glass of wine could end in Gl as apposed to a bottle of the same wine ending in Btl. Item Printing Sequence It is very important to consider and understand the way that Items will be sorted and printed on Order dockets. Accessing the Items Menu From the Main Screen: Press on the Admin button the Admin Menu Bar will appear. Press on the Items button. Select your name from the Select Staff box and confirm with your PIN. Items Menu Bar Current Item Groups Screen Press on the Back Arrow button to return to the Admin Menu Bar Press on the Item Groups button to gain access to the Current Item Groups Screen Press on the Courses button to gain access to the Current Courses Screen Press on the Modifiers button to gain access to the Current Modifiers Screen Press on the Mod Groups button to gain access to the Current Mod Groups Screen Press on the Items button to gain access to the Select Item Group Box New Section Screen Sale Category Press on the drop-down arrow to display the Sale Categories. Select the Sale Category for the New Section by pressing on it. E.g. Restaurant, Bar, Takeaway. Section Enter the Section name to be linked to the Sale Category. E.g. Inside 1, Inside 2, Outside, Takeaway. From Account Number To Account Number Enter the range of account numbers to be associated with the Section. E.g. From 1-29 or From the Setup Menu Bar: Press on the Terminals button. The Terminals Screen will appear. Terminals Screen Select a Terminal by pressing on it. Press on the Edit button. The Terminal Detail Screen will appear. Terminal Detail Screen Terminal Name The name of the selected Terminal will be displayed. Items are sorted first by the setup sequence of the Courses, then by the setup sequence of the Item Groups and finally by the setup sequence of the Items within each Group. When setting up Courses, Item Groups and Items use the Change Order button in each of these setup screens to organise them in to a logical sequence. E.g. Courses could be arranged in to the following sequence: Entrees, 2nd Entrees, Mains, Desserts; and Items within an Item Group Mains could be arranged in a sequence of: all Fish dishes, then all Poultry dishes, then all Red Meat dishes and other dishes. Default Section / Default Sale Category Select either Default Section or Default Sale Category by pressing in the tick box. Press on the drop-down arrows to display Sections and Sale Categories

18 New Item Groups Screen Current Courses Screen Select Item Group Box Optional Entry Description: Enter a description of the new Item if desired. Select a Course for a Food Item Press in the tick box to enable options. Press on the drop-down arrow to display Course options. Select the appropriate Course for the new Item by pressing on it. Note: Leave out this step for items that should typically print at the top of the order Example: Breads, children s meals. Price Levels Price levels link to Sale Categories where the price for Items may vary. Creating an Item Group The name of each Item Group should be abbreviated to an easily identifiable 4 letter abbreviation. From the Items Menu Bar: Press on the Item Groups button. The Current Item Groups Screen will appear. Current Item Groups Screen Press on the New button. The New Item Group Screen will appear. New Item Group Screen Food / Beverage Decide whether the new Item Group is a Food or a Beverage Group. If it is a beverage, press in the Beverage circle. Name: Enter the name of the new Item Group. Abbrev: Enter an abbreviation for the new Item Group. This will appear on the Item Group button in the Order Screens. (Up to 4 characters). Hint: It is important to think when setting up Item Groups that this is the order groups will appear in the Order Screen. To change the order, use the Change Order button. Note: For the new Item Group button to appear in the Order Screen you must exit the Onetap program from the Main Screen and restart it from each terminal. GST Option: is not used if Item prices include GST. Button Color Do not use this if you have the QuickSale Button & Screen Design programme. Item button colours need to be the same within each Item Group. To choose the colours press on the Caption and Background buttons. Select a Basic Colour or press on the Define Custom Colours button to create your own colours. Order Docket Sam 3 Dec 05, 1:27 PM Name: Peters Guests: 3 Table 38 Outside Garlic Bread Entrees Caesar Sal Entr 3 Chicken Livers 2 Seafood Chowder 1 2nd Entrée Oysters Kilpatrick 1 Mains Caesar Salad Entr 1 Chicken Curry 3 Lamb Shanks 2 Creating Courses From the Items Menu Bar: Press on the Courses button. The Current Courses Screen will appear. Current Courses Screen Press on the New button. The New Course Screen will appear. New Course Screen Enter a name for the new Course. Note: When setting up Items, a choice is available to assign a Course or leave it unassigned for Items that should typically appear at the top of the order, such as Breads. Before sending an order, a server may change a Course assigned to an Item as the customer requires it. A customer may wish to have three entrée dishes but served as different courses. The example opposite shows a customer in Pos 1 ordering Oysters as a 2nd Entrée and a Caesar Salad Entrée as a Main. New Item Screen Creating an Item (PLU) For Menu Items that have 2 or more portion sizes always end the Items name with the appropriate size, eg: Caesar Salad Entrée, Caesar Salad Main. From the Items Menu Bar Press on the Items button. The Select Item Group box will appear. Select Item Group Box Select the Item Group you want the new Item to appear in (e.g. Mains). The Item Screen for that Group will appear (e.g. all Items that are Mains). Press on the New button The New Item Screen will appear. New Item Screen Enter a name for the new Item. Enter the price of the new Item in the Price 1 box and press on the Copy Price 1 button to copy this value to the other Price boxes. Note: For Open Priced Items see next page. Press on the Ok button to create the Item with only the above details, or continue and enter further details. Example: Sales category Item Price Level Amount Takeaway Chicken Pizza 3 $18.50 Restaurant Chicken Pizza 1 $22.00 New Item Screen Enter values for other Sale Categories in the additional Price Level boxes if they are required

19 Item Groups Items Screen Item Groups Items Screen Set a Printer for the Item as the Default Printer (E.g. The Bar Order printer for drinks or the Kitchen printer for food.) Select the printer in the Item s Printers list by pressing on it. Press on the Set as Default button. Press on the Close button. Set a Repeat Printer Use this function to print Items at two Order printers at the same time. E.g. A lunch special of a main with a glass of wine may need to print in both the bar and the kitchen. (Do not confuse this with a Carbon Copy, Where the database can be set to print complete orders, to 2 or more printers, e.g. in the case of 2 or more kitchen printers.) Onetap Modifier Scheme A Modifier is like a written note used to communicate a customer choice or request. A Modifier could: Direct a change to an Item from its standard way of being served. E.g. be served without cucumber. Specify how an Item should be cooked. E.g. medium or well-done. Indicate a choice where an Item has more then one option. E.g. A Stir-fry may have a choice of rice of noodles. The Onetap Modifier Scheme allows you to create a simple yet extremely effective way of communicating those frequent menu choices and requests without physically having to write them on the order dockets. Open Price Select this option for an Item that changes in price often (e.g. Special Main). Set a minimum and maximum price to restrict staff entering obscure prices. Press on the Ok button a confirmation box will appear stating Price 1 is Zero! Continue? Press on the Yes button. Price Excludes Tax Select this option for Items that exclude tax. The tax will be calculated when the Item is selected. The tax amount for the Item is entered at the Item Group of that Item. Enter Qty Select this option for entering large quantities (e.g. coffee beans sold by the gram 275 grms). The Qty box will automatically appear when the Item is selected. You may also enter a default Qty if there is a standard sale quantity. Create a Cash Sale Screen Button (Do not use this facility if you have the QuickSale Button & Screen Design programme.) Press in the Cash Sale button tick box. Enter a caption to appear on the button in the Caption Box up to 10 characters. Edit (Change) an Items Details You can edit the details of an Item s: Name, Price Levels, Item Group, Course, etc. From the Item Groups Items Screen Select the Item you want to change by pressing on it. Press on the Edit button. Make the appropriate changes. Items printer screen Setting Printer(s) to an Item From the Item Groups Items Screen: Select the Item by pressing on it. Press on the Printers button the Item s Printers Screen will appear. Item s Printers Screen All printers are listed in the left column under the heading All Printers. The printers you select will appear in the right column under the heading Item s Printers. Repeat the following steps for each printer you apply. Select a printer for the Item from the All Printers list by pressing on it. Press on the Add Printer button the printer name will appear in the Item s Printers list. Note: When a staff member is making and selling Beverage items at a Workstation, you may not wish a Beverage Order Docket to print at the usual Drinks Printer as the Beverage items will have already been made. For each Workstation where the above would be true you must add the Printer name of each Workstation from the All Printers list to the Items Printers list as well for every Beverage item in the database. This will stop Beverage orders from printing a Beverage Order Docket. From the Item s Printers Screen: In the Item s Printers list, press on the printer that has been set as the Default Printer (e.g. Kitchen). Select the second printer from the All Printers list (e.g. Bar Dispense). Press on the Set Repeat Printer button. Press on the Close button. Modifier Types There are two types of Modifiers Beverage and Food. A complete list of these Modifiers needs to be created. These lists form the basis of the Modifier Scheme. They should be based on, and relevant to, your current Menu Items. While you are creating the Modifier lists, it is helpful to refer to your Food and Beverage menus. Think about how modifiers can be meaningfully grouped together under an identifiable name (Modifier Group). Often, this will prompt you to think of new modifiers that need to be created. Modifier Groups A Modifier Group is a cluster of modifiers that have been meaningfully grouped together, such as Temperatures, Sauces, Mixes, etc. Rare Sauce On the Rocks M/R on the side No Ice Med = Temps No Sauce = Sauces Coke = Mixes Well Extra Sauce Lemonade Each Item on your menu can have one or more of these Modifier Groups linked to it. E.g., Prime Fillet Steak may be linked to the Mod Groups; Temperatures and Sauces. Each Modifier Group can be set to Force at Least One Modifier, Prompt When Ordering, Allow More than One Modifier, or any combination of these (see diagram). For example, when an operator selects Prime Fillet Steak, they will be prompted and forced to select a Temperature Mod and then will be returned to the Order Screen. If a Sauce Modifier is required, the server can return to the modifiers by pressing on the Mods button and then selecting the Mod Group Sauces. When the modifiers in a Mod Group are always necessary, e.g. cooking temperatures for steak, the Force at Least One Modifier option should be turned on. When the modifiers in a Mod Group are more often than not required, e.g. mixes for spirits, the Prompt When Ordering option should be turned on. When more than one modifier in a Mod Group could be necessary the Allow More than One Modifier option should be turned on. E.g. Coffee Modifiers; Decaf, Trim Milk, may both be necessary for a Cappuccino

20 Modifier Printing Sequence When an Item is ordered with modifiers, the modifiers will be sorted and printed under that Item by the following sequence of rules. The modifiers are sorted first by the sequence of the Modifier Groups attached to an Item and then by the sequence of the modifiers within each Modifier Group or if no Modifier Groups are attached, the sequence of the Main Modifier List will apply. New Modifier Screen Rules can be set to the Minus button (contact WizBang). E.g. Perhaps it may only instruct the exclusion of the Modifier from the production of an Item without altering the Item price. Or Where a Modifier is added and one subtracted from an Item, the price of the Item may increase by the value of the added Modifier and not by the difference of the two Modifiers Current Mod Groups Screen Force at Least One Modifier Select this option when a Modifier from this Mod Group must always be selected. Prompt when Ordering Select this option when Modifiers from this Mod Group are more often than not required. Allow More than One Modifier Select this option when more than one modifier from the Mod Group or from another Mod Group for the same Item may need to be selected. Note: See Modifier Scheme and Diagram to understand these settings Optional Entry Description: Enter a description of the new Mod Group if desired. Current Mod Groups Screen When all the Modifiers for the Mod Group have been selected press on the Ok button. Attach Mod Groups to Items There are two ways to attach Mod Groups to Items and it is important to understand them both in order to save time and avoid making errors. Select Items for a Mod Group When several closely grouped Items will have one or two of the same Mod Groups, attach those Items to each Mod Group. E.g. Mod Group Items Mixer Soda (Attach) Rum, Brandy, Bourbon, Scotch, Vodka, Gin From the Current Mod Groups Screen Select the Mod Group by pressing on it. Press on the Items button. The Items Screen for that Mod Group will appear. Mod Group s Items Screen From the All Items list select each Item to be linked to the Mod Group by pressing on them they will appear in the Selected Items list. Press on the Ok button when all the Items for the Mod Group have been selected. New Mod Group Screen Items Screen Creating Modifiers From the Items Menu Bar: Press on the Modifiers button. The Current Modifiers Screen will appear. Press on the New button. The New Modifier Screen will appear. New Modifier Screen Food / Beverage Decide whether the new Item Group is a Food or Beverage. Press in the appropriate circle. Modifier Enter a name for the new Modifier (e.g. extra anchovies) up to 16 characters. Optional Entry: Price: Enter the value of the Modifier. Current Item Screen Modifiers with Positive and Negative Values Modifiers can be added and subtracted from an Item in one of two ways: 1. By entering a Positive or Negative ( ) value when creating each modifier, resulting in double entry for all modifiers where both options are necessary. Item Modifiers New Price Caesar Salad $16.50 Extra Anchovies 50c $17.00 Caesar Salad $16.50 No Anchovies 50c $16.00 Creating a Modifier Group From the Items Menu Bar: Press on the Mod Groups button. The Current Mod Groups Screen will appear. Current Mod Groups Screen Press on the New button. The New Mod Group Screen will appear. Item Mod Groups Screen 2. With the Quick Sale Screen Design program (for designing Cash/Counter Sale Screens). A Modifier can be subtracted from an Item by utilising a Minus button. Pressing on the Minus button before pressing on a Modifier: a) subtracts the value of that Modifier from the Item price and b) instructs that the Modifier be excluded from the production of the Item. Note: Buttons must be created for the Modifiers in order for the Minus button to work. New Mod Group Screen Food / Beverage The new Mod Group is for either Food or Beverage. Press in the appropriate circle. Mod Group Enter a name for the new Mod Group up to 15 characters. Hint: Mod Groups should contain 10 or less Mods to avoid scrolling up and down to find the Mods required. If a Mod Group will contain more than 10 Mods split that Mod Group again. E.g. Toppings could become Toppings Add and Toppings No. Select Modifiers for a Modifier Group Once Mod Groups have been created they need to have Modifiers selected for them. From the Current Mod Groups Screen: Select a Mod Group by pressing on it. Press on the Mods button. The Modifiers Screen for that Mod Group will appear. Mod Group Modifiers Screen From the All Modifiers list select a Modifier by pressing on it they will then appear in the Selected Modifiers list

21 Select Mod Groups for an Item When an Item will have several Mod Groups with some being unique to the Item, attach the Mod Groups to the Item. E.g. Item Mod Groups Scotch Fillet (Attach) Temperatures, Spuds, Sauces From the Current Items Screen: Select an Item by pressing on it. Press on the Mod Groups button. The Mod Groups Screen for that Item will appear. Item Mod Groups Screen From the All Mod Groups list select each Mod Group to be linked to the Item by pressing on it. They will appear in the Selected Mod Groups list. Press on the Ok button when all the Mod Groups for the Item have been selected. Note: The order of appearance, of any Prompted/ Forced Mod Group is determined by the Order they are selected for each Item (see Item Mod Groups Screen picture opposite). Other Screen Features and Buttons The Edit button allows you to edit the details of your entries. Select Sale Category, Section, Terminal, Item Group etc. Press on the Edit button the Details Screen will appear. Edit / change details as necessary. Admin People Setting Up Staff Members Understanding the Setup Structure SETTING UP STAFF MEMBERS Person Record JANET PHILLIPS Staff Member JANET P Role MANAGER Roles and Privileges The Onetap system is setup so that staff can be grouped and assigned different levels of responsibility according to how much authority their position carries. The Onetap system records these positions as Roles and Privileges. People Records Each new staff member must first have a person record created for them. The record can store such info as name, DOB, contact phone numbers, address, , tax number, etc. Staff Members Once a Person Record is created each new staff person must be entered as a Staff Member and assigned a Staff Number and PIN for operating the terminals. People Menu Privileges Transfer Void Refund No Sale (Neg) Item Admin Hosp Cash Up EFTPOS Cash Out Stats People Admin Put Invoice Through Account Transfer items and orders. Transfer accounts to other accounts. Void items off accounts. Refund from partly and paid in full accounts. Open the till and enter a negative $ amount being paid out. Enter / edit items. N/a (disabled). Get print out of all till totals and clear those totals back to zero. Enter a cash given out on debit card amount to balance the till cash up. Get print out of statistical report Enter / edit staff details and customer (internal) accounts. Record a payment against a customer (internal) account. Creating a Role From the People Menu Bar: Press on the Roles button. The Current Roles Screen will appear. Press on the New button. The New Roles Screen will appear. From the New Roles Screen: Enter a name for the New Role. Select the appropriate Privileges from the list of Privileged Functions by pressing in the tick boxes. Edit (Change) the Privileges for a Role From the Current Roles Screen: Select the Role you wish to edit by pressing on it. Press on the Edit button. The Role Details Screen will appear. Role Details Screen Select or Deselect the Privileges you want to change by pres ing in the tick boxes. Press on the Ok button when done. People Screen The Change Order button allows you to change the order of the way your entries appear on the screen. Press on the Change Order button the Change Order box will appear. Press on the Move Up and Move Down arrows to rearrange entries as required. Press on the Sort Alphabetically button to have entries in alphabetical order. The Delete button allows you to delete your entries. Select Sale Category, Section, Terminal, Item Group etc. Press on the Delete button a Confirmation box will appear. Press on the Yes button to confirm Deletion. Message Cannot delete a Sale Category that has undeleted Sections. Please delete these sections first. The Deleted button allows you to view all the entries that have previously been deleted. Press on the Deleted button the Deleted Sale Category, Section, Item Group etc. screen will appear. The Undo Delete button allows you to reinstate or undo your deletions so that they are part of your system again. From the Deleted Screen: Press on the deleted entry you want reinstated or undone. Press on Undo Delete a Confirmation box will appear. Press on the Yes button to confirm Undo Deletion. Accessing the People Menu From the Main Screen: Press on the Admin button the Admin Menu Bar will appear. Press on the People button. Select your name from the Select Staff box and confirm with your PIN. People Menu Bar Press on the Back Arrow button to return to the Admin Menu Bar Press on the People button to gain access to the People Screen Press on the Roles button to gain access to the Roles Screen Allow Credit on Account Edit Invoice Discount Maintain Logins Change Position(s) No Sale Refund Cash Sale Setup Admin Restricted Transfer Restricted Account Access Allow a sale to be paid on to a customer (internal) account. Change a discount % or $ amount for a payment. Able to be logged on to more than one terminal at once. Change the position of ordered items where customers change their seat positions. Open the till. Refund cash sales. Enter / edit sale categories, section and terminal views. Override transferring items / orders to a sale category with transfers restricted. When utilising the feature where staff own their opened accounts this overrides restricted access to other staff opened accounts. New Staff members Screen The Current button allows you to view all your Current entries. If you have deleted an entry and are in the Deleted screen press on the Current button to return to the Current screen. Press on the Staff button to gain access to the Current Staff Members Screen 40 41

22 Creating a Staff Member First you will need to create a Person Record for the staff member. From the People Menu Bar: Press on the People button. The People Screen will appear. Current Staff members Screen SETTING UP CUSTOMER AND MANAGEMENT INTERNAL ACCOUNTS Account Type CUSTOMER DEBTORS Corporate Record DOMINION BREWERIES Customer Account DOMINION BREWERIES Account Button DOM BREWERIES Account Payment Screen People Screen Press on the New button. The New Person Screen will appear. Enter the personal details (only the first and last names are required to continue) of the staff member. The person can now be entered as a staff member. From the People Menu Bar: Press on the Staff button. The Current Staff Members Screen will appear. Press on the New button. The New Staff Member Screen will appear. New Staff Member Screen Press at the end of the Person line the Select Person box will appear. Select the new staff member s name by pressing on it. The next available Staff Number will be displayed in the Staff No. box. Enter a 4-digit PIN number. Hint: Make it easy to remember or let the new staff member choose their own. **The Staff Number also needs to be remembered. Press in the Role tick box. Select a Role for the staff member. Press on the Ok button when done. People Screen Deleting a Staff Member To delete a staff member you must first delete them from the Staff Member list and then from the People Records list. From the People Menu Bar: Press on the Staff button. The Current Staff Members Screen will appear. Current Staff Members Screen Select the staff member s name by pressing on it. Press on the X Remove button a confirmation box will appear. Confirm by pressing on the Yes button. Press on the People button. The People Screen will appear. Note: If the Staff Member has an Internal Staff / Manager Account, the account must be closed before the Person Record can be deleted. Select the staff member s name by pressing on it. Press on the X Delete button a confirmation box will appear. Confirm by pressing on the Yes button. Undo the Deletion of a Staff Member To bring back a deleted staff member, first undo the deletion in the People Screen and then create the staff member as new. Admin People Setting Up Customer and Management Internal Accounts Understanding the Set-Up Structure Account Types Account types place related Internal Accounts together, e.g. Management, Customer Debtors, Customer Loyalty. It is also possible to utilise Internal Accounts for recording complimentary items and discounts, these accounts could be grouped together under the account type Hospitality. People / Organisation Records Each new Internal Account must first be set up as either a Person or Organisation Record. These records can store such information as names, contact phone numbers, addresses, s, etc. Customer Accounts Once a record is created, each new Internal Account must be created as a Customer Account. Customer Account Properties Used to refer to the account holder or Name purpose for that account. E.g. Dominion Breweries or Coffee Vouchers. Account Type Account No. Discount % That the account belongs to. E.g. Customer Debtors or Hospitality. For reference to the account and possibly swipe card identification. Activated at the time of payment to discount a sale. An Internal Account s set discount amount can be edited (changed) at the time of payment provided the staff member is privileged (allowed) to do so. Accessing the People Menu From the Main Screen: Press on the Admin button the Admin Menu will appear. Press on the People button. Select your name from the Select Staff box and confirm with your PIN. People Menu Bar Press on the Organisations button to gain access to the Organisations Screen Press on the People button to gain access to the People Screen Press on the A/c Types button to gain access to the Account Types Screen Press on the Customer A/cs button to gain access to the Customer Accounts Screen From the People Screen: Press on the X Deleted button the Deleted People Screen will appear. Select the staff member s name by pressing on it. Press on the X Undo Delete button a confirmation box will appear. Confirm by pressing on the Yes button. Press on the Current button. The People Screen will appear. Press on the Staff button. The Current Staff Members Screen will appear. Current Staff Members Screen: Press on the New button the New Staff Member Screen will appear. Press at the end of the Person line the Select Person box will appear. Select the new staff member s name by pressing on it. The next available Staff Number will be displayed in the Staff No. box. Enter a 4-digit PIN. Press in the Role tick box. Select a Role for the staff member. Press on the A/c Buttons button to gain access to the Account Buttons Screen Press on the Periods Ends button to gain access to the Period Ends Screen Allow Credit Allows the temporary charging of a sale on to an account to be paid at a later date, e.g. Debtors Accounts. Account Buttons Each Customer (Internal) Account can have an Account button set up that will appear in the Payment Screen. Typically only the most frequently used Internal Accounts would have Payment buttons set up, as all Internal Accounts can be accessed in the Payment Screen by pressing on the Select A/c button.

23 Account Types Screen New Customer Account Screen Customer Account Screen Creating an Internal Account Button Internal Account buttons are displayed in the Payment screen. These buttons are created for frequently used accounts. From the Account Buttons Screen: Press on the New button. The New Account Button Screen will appear. Press n at the end of the Customer A/c Name line. The Select Customer Account box will appear. Select the Account you want to create the button for by pressing on it. Enter a caption for the button up to 9 characters. Creating Internal Account Types From the People Menu Bar: Press on the A/c Types button. The Account Types Screen will appear. Account Types Screen Press on the New button. The New Account Type Screen will appear. Enter a name for the new account type. Optional Entry Enter a Default Discount % if the majority of Customer (Internal) / Management accounts belonging to this Account Type will have the same Discount % applied. E.g. Manager accounts may mostly have a 40% discount. Note: At the time of creating a new Internal account, the default discount set by the Account Type can be altered as required. Edit (Change) Internal Account Type Details From the Account Types Screen: Select the Account you want to edit by pressing on it. Press on the Edit button. The Account Type Details Screen will appear. Edit the Account Type details. Organistions Screen Creating Customer and Management Internal Accounts Creating a Person / Organisation Record First you must create either a Person or an Organisation Record. A Person Record could be for management or loyalty customers. An Organisation Record could be for corporate customers. From the People Menu Bar: Press on either the People button or the Organisations button. The People or Organisations Screen will appear. People or Organisations Screen Press on the New button. The New Person or the New Organisation Screen will appear. Enter the details of the new person or new organisation. Creating an Internal Account From the People Menu Bar: Press on the Customer A/cs button. The Customer Accounts Screen will appear. Customer Accounts Screen Press on either the Person New A/c or the Organisation New A/c button. The New Customer Account Screen will appear. Press n at the end of the Person or Organisation line. The Select Person or Select Organisation box will appear. Select the Person or Organisation name by pressing on it. Press n at the end of the Account Type line The Select Account Type box will appear. Select the Account Type by pressing on it. An Account Number will be Auto Generated. Note: To change the account number, highlight the Auto number by pressing on it and enter the new number up to 6 digits. Enter a discount % in the Account Discount % box to give a discount on a sale at the time of payment. E.g. the Internal account Staff Meals may give a staff member 25% discount when they pay for their meal. Note: A discount can be edited (changed) for a payment provided the staff member is privileged (allowed) to do so. Press in the Allow Credit tick box only for accounts you will charge sale to. Press on the Ok button when all the information for the new account is entered. Edit (Change) Internal Account Details From the Customer Accounts Screen: Select the account you want to edit by pressing on it. Press on the Edit button. The Account Button Details Screen will appear. Edit the account details. Account Buttons Screen Account Payment Screen Note: To change the order in which account buttons appear in the Payment Screen press on the Change Order button. Move an account by selecting it and then using the Move Up and Move Down buttons to reposition the account button. Press on the Ok button when the account buttons are in the desired order. Period End Screen Receiving and Recording Payment for Customer Accounts Make a payment onto an Internal Account in the No Sale screen. From the Main Screen: Press on the Service button the Service Menu will appear. Press on the No Sale button. Select your name from the Select Staff box. The No Sale Screen will appear. Press on the Select A/c button. Select the Account by pressing on it. Press on the appropriate Tender button. Enter the Payment Amount. Note: You can also make a payment on to an Internal Account from the Customer Accounts Screen by selecting the Account and pressing on the No Sale button

24 Do a Period End for an Account Type From the People Menu Bar: Press on the Period Ends button. The Select Account Type box will appear. Select the Account Type by pressing on it the Period Ends screen for that Account Type will appear. Select the Account Type by pressing on it a message box will appear confirming the Period End for the Account Type is done. Press on the Do A Period End button. Note: To obtain a Period End Mini Statement for an Account belonging to the Account Type (see View and Print Transactions for an Internal Account). Period End Screen Customer Accounts Screen View and Print Transactions of an Internal Account From the Customer Accounts Screen: Select the account you want to view by pressing on it. Press on the Transactions button. The Account s Transactions Screen will appear showing all transactions after the last period end. Select from the following transaction viewing options by pressing in the circle beside. Current the default setting showing all transactions since the last Period End for this Account was done. Print a statement for the Current Transactions by pressing on the Print Current Mini Statement button. Period End the date range for the last Period End will show in the From and To boxes. To view the transactions press on the Find button. To view a previous period end press on the Select Period End Screen will appear. Select the Period End by pressing on it. Print a Statement for the Period End by pressing on the Print Period End Mini Statement button. Date/Time Range Select the From and To Date/Time ranges you want to view by pressing on. Print a transaction by selecting it and pressing on the Print Transaction button. PERIOD END MINI STATEMENT Demo Name From 12:48 PM 15 Sep 06 To 4:27 PM 17 Dec 06 Printed 4:28 PM 17 Dec 06 OPENING BALANCE $0.00 Date Typ Ref# Inv d Paid 15 Dec Inv Dec Inv CLOSING BALANCE $57.50 CURRENT MINI STATEMENT Demo Name Printed 5:09 PM 19 Dec 06 OPENING BALANCE $57.50 Date Typ Ref# Inv d Paid 17Dec Rec Dec Inv CURRENT BALANCE $ Onetap Reports In the following tables you will find an explanation for the various report types available in the Onetap Reports program. The table of General Report Settings should be followed through for each report. The table of Specific Report Settings explains the settings that are unique to and should be applied to their specific reports. Report Type Definitions Gives all Sales minus Refunds, and includes Sales Sales charged on to Customer (Internal) Accounts. Orders Menu Items Account Sales Staff Orders Modifiers Terminal Sales Voids People Staff Sales Sales History Gives all items ordered minus Voids and Wastage. Gives an Item Price list by Item Group. Gives all Sales charged on to Customer (Internal) Accounts. Gives all Staff Orders minus Voids and Wastage. Gives a Report on Modifiers ordered. Gives all Sales processed by each Terminal minus Refunds, and includes Sales charged on to Customer (Internal) Accounts. Gives all Items that have been ordered and then Voided. Gives all People recorded in the system. Can be used for Customer mail out lists. Gives all Sales by Staff Members. Gives all Sales by a select number of periods. E.g. week, month, quarter, year. Define General Report Settings Report Type Select the Type of Report you are wanting. Date/Time Range Food / Beverage Sub Totals Report On Item Groups Sort By Create Report Set a Date/Time range. From a start date, To an end date by pressing on the box beside each and using the select Date and Time box. Select the Revenue Type (e.g. food or beverage) or a combination of Revenue Types (e.g. food and beverage). Select from the different Sub Total options either one of or a combination of them to obtain those Sub Totals as well as the Final Total on a Report. Choose between All Items or Selected Item Group. Select the Item Group by pressing on it. Leave as default setting Current or select Deleted to obtain reports on deleted items. Choose from the Sort By options according to the information required. Once all general and specific settings for a desired report are defined press on the Create Report button. Define Specific Report Settings Sales Zero Value Options. Choose from: Exclude, Include or Only Include Zero $ Values. Orders Account Sales Customer (Internal) Accounts Sort Orders By. When selecting from the Sort Orders By option: Units = highest quantity to lowest quantity of items ordered. Value = most expensive to least expensive item ordered. Accounts leave as default setting Current or select Closed to obtain reports on Closed Internal Accounts. Choose between All Accounts and a Selected Account. Select the Account by pressing on it. Close an Internal Account From the Customer Account Screen: Select the Account you want to close by pressing on it. Press on the Close button a confirmation box will appear. Note: If money is still owing on this Account but you want to write it off; you must make a payment on to the Account in the No Sale Screen (using the Tender type Other ). The Amount will appear on the next Cashup for that Workstation, so make a note of the Invoice printout and stick it in the till. Confirm by pressing on the Ok button. Press on the People or Organisation button whichever record the Account was created from. Select the Accounts Record by pressing on it. Press on the X Delete button a confirmation box will appear. Confirm by pressing on the Yes button. Outlet Reports Outlet Outlet Choose between All Outlets and a Select Outlet. Select the outlet name by pressing on it. Staff Orders and Staff Sales Modifiers Staff Options. Choose from: All Details The totals of each item ordered by Staff member. Group and Staff Totals Item group totals by staff member. Staff Totals Only No. of items, average item price and total value of orders. Staff Members. Leave as default setting Current or select Removed to obtain reports on deleted staff members. Choose between All Staff and Selected Staff Member. Select the staff name by pressing on it. Zero Value Options. Choose from: Exclude, Include or Only Include Zero $Value Modifiers. Modifier Options. Choose from: Modifiers Ordered, Modifiers that haven t been Ordered or obtain an All Modifiers List. Sort Modifiers By. When selecting from the Sort Orders By option: Units = highest quantity to lowest quantity of items ordered. Value = most expensive to least expensive item ordered

25 Section 4 Define Specific Report Settings Terminal Terminal Options. Choose from: Sales All Details The totals of each Terminal. Group and Terminal Totals Item group totals by terminal. Terminal Totals Only No. of items, average item price and total value of orders. Voids Terminals. Leave as default setting Current or select Removed to obtain reports on deleted Terminals. Choose between All Terminals and Selected Terminal. Select the Terminal name by pressing on it. Void Options. Choose between: All Details The details of each Void by Staff member. Void Totals Only The totals of Voids by Staff member. People Sales History Choose from the Staff Members settings see Staff Orders and Staff Sales. People Selection Rules. Choose from the various options where data is based on the information entered in each person record in the database. Zero Value Options. Choose from: Exclude, Include or Only Include Zero $Value Sales. Sales History. Select the number of periods required by pressing on the up and down arrows. Select the Period Type. E.g. week, month, quarter, year. Note: Only a From Date/Time Range is required

26 onetap quick sale designer About Quick Sale Designer The Quick Sale Designer is an application made to create the screens and buttons that you press to cause actions in your POS, such as ordering items. It is important that you design your screens in a logical manner to ensure that they are as user friendly as possible. Colours and labels will help to do this and to make it unique to your establishment. Accessing Quick Sale Designer The Quick Sales Designer will typically have a shortcut set up on the desktop, to access the program, on the Server or an Office Computer. Alternatively you can find it by selecting start and finding Onetap under programs. You will be asked for your pin, so only staff with management privileges can access the program. A Mouse and Keyboard should be attached as both of these are necessary for using the program. the colour of the background picture by selecting picture colour. You are able to change this at a later stage if you change your mind. Creating buttons from scratch When setting up new designer pages it is advisable to first create and position page buttons. These buttons when pressed will open other pages full of buttons. The page buttons should be positioned in the same place on every page for ease of use. This should ideally be on the left hand side of the page or at the bottom of the screen. Edit Button Size In the bottom right hand corner, below the grid references, there are width and height boxes for the buttons. You can adjust the sizes using the up and down arrows by their sides, or simply delete and replace with the new number. Don t make them too big or you won t be fitting all you need on each page! Note: if plugging a mouse in to the computer while the computer is running, you may need to restart the computer in order for the mouse to work. Fig 4 Using Quick Sale Designer from Scratch Before entering the Quick Sale program and designing your screen you must first of all enter all of your menu items into Onetap. Ensure you have put the menu into logical item groups and that they are all written in a way that is clear. The more information you have at this stage will avoid backtracking and editing your screens once completed. Creating Pages The Master Page is the page that already exists when you enter the designer for the first time. This page should typically display the most commonly sold Items, for the work area that will utilize the Cash Sale Screen the most. To rename the page select Change on the right hand side and alter accordingly e.g.: Bar Master / Counter Master. Creating a New Page When creating new pages it is helpful to refer to your food and beverage menus. Think about groups of items that could be displayed on the same page e.g.: special coffees, ports and cognacs could all be displayed on the same page as these Items are often ordered together. Planning what will go on each page before starting to design the pages is always a good idea. The amount of pages that you use will depend on the size of your menu, but between 2 and 5 should be sufficient. The idea of the system is for speed, so you don t want to be constantly switching back and forth between pages during a sale. Press on the New Page button on the task bar at the top of the screen. Enter a name for the new page up to 36 letters, i.e. Beer and wine. Insert Background Colour To create an initial background colour select colour on the right hand side of the screen under page options Use the drop down bar to select your preferred colour shade. If you wish for a more refined colour choice, you may select the paint pallet to the right of the colour. It would also be advisable to have a visible grid to help you line up the buttons. You will find this option under view on the very top task bar. Select Show Grid. Insert Background Picture If you require a more individual styled background look there are a number of options under background pictures. You can scroll through the options till you find one you like then press open. You also have the option of changing You will observe in the top left hand corner of the Quick Sale designer page a very small grey button. This button firstly needs an action Left clicking the button will give you a message of Must assign an action to the button On the right hand side you will see Button Options, Left click into the drop down option next to Standard Action Right at the top of the list there is an option for pages At the beginning you will only have 1 option that is the Master Page select that and your page button will be created. Customising your buttons As you will have noticed already the new button is hardly eye catching and not big enough for even the smallest of fingers! So you ll want to change that! Fig 2 Edit Button Colour Click on the button and right click. Here you will see many options most of which will be greyed out at this time. You will have font, colour etc. Click into colour and select you desired shade. You are also able to customise your colour. By selecting Define Custom Colours>> you are able to adjust the shade of the colour more subtly. Editing Button Font By right clicking on the button, you have the option to change the font. This is to make the text stand out on the button. You can change the size, colour and style of font. As you can see the button on the left stands out are more than the right. Creating Buttons by copying existing ones Once you have finished editing your page button and you are happy with its position you then want to start placing the menu items onto the screen. By selecting Add image button from the top task bar, you will create a duplicate button. Select an appropriate item group for a first page from your button options ; then select an item in that group. Your new button will now be conveying the same text as the item. Fig 5 Now you have assigned the button a purpose (an Action ) by holding down your mouse, you will be able to move the button around the screen into your desired position. If you refer to the grid references in the bottom right hand corner as a guide, you can position it with more accuracy. It s a good idea to leave space at the top of the screen for a label or page heading. You are then free to design the button accordingly in size and colour as detailed before. Adding More Buttons Now you have got the button the way you are happy with you have 2 options: 1. You can simply add buttons individually as before by selecting Add image button then reassign the copy with a new action. 2. Your other option is to create multiple buttons in one go. Fig 6 For this process of creating buttons for a whole item group in one or multiple buttons, you need to select Copy Multi by right clicking on the button you wish to copy. Once selected, the above window will appear. You will see the item group on the bottom left hand side, select this and un-tick any items you do not wish to copy. You will be able to see the layout in the box on the right. With the options in the bottom right of the window you can alter the size and spacing of the buttons until you are happy with the layout. Spacing of no less than 5 is advised. Finally select Apply Made a mistake?? If you have added a button or buttons then changed your mind, there are various ways of removing them. For just one button, simply right click and select delete. For removing multiple buttons, click on a button, and hold the shift key down on your keyboard whilst clicking on all of the buttons you wish to delete. Once they are selected right click and select delete selected controls Editing Button Text Now you have your buttons in place, it is quite often necessary to shorten or alter the text so it fits neatly into the space and is simple to read. For example, the item Spinach and Ricotta Pasta could read PASTA On the right hand side of the screen under button options you will see Button Text in the window will be the full name, remove this and replace with what you wish. Changing of the text here will not affect what is shown on the dockets and reports etc. Selecting Buttons for Multi Formatting Quite often, once a page is complete, it will need adjusting to tidy the page up, change colours, or to make room for more buttons. You can change the size of the button and are able to move each individually however when you have multiple buttons to move and adjust you need to use the multi formatting buttons

27 Section 6 Simply select the buttons you wish to reformat by holding down the shift key and then clicking on all the buttons. Most importantly you must ensure that the button you select first is the one you wish to have as the template, be it size, position or colour. Right click and choose the relevant option. E.g. Align Right Sides Align Left Sides Same Size all selected buttons Same- Colour all selected buttons Using Alternative Action Using Price Levels For items set up with different pricing levels for particular items, select a template button and scroll down to the bottom to find price levels. Select the level you wish then rename the button accordingly i.e. STAFF or SMALL. And Finally!! Save and close down the designer and reopen Onetap. You can then check your work. Make as many adjustments as you wish back in Designer. Giving an alternative action to a button will allow you to minimise the amount of Buttons on the screen by double layering. A good example of this use is with wine. A restaurant with a large wine list will have the option of by the glass and by the bottle. We can make this one button, by giving it an alternative action. Simply select the button you wish to give an alternative action to. For example Dryland Sav B Then select the button to the right of the button options. (Small square in the centre with 2 arrows around the side) It will change the Standard Action to now read Alternative Action From there you will need to scroll down to find the alternative item Which; for examples sake will be Btl Drylands Sav B Fig 7 The final step is to create a linking button to precede the alternative action Select a template button, then scroll down the button options to the bottom, where you will find Alternative item. Select Item 2 and rename the button text to read for example BOTTLE to use this function you will need to press Item 2 before the item button

28 onetap handheld units Wizbang Terminal: 2 Charge: 10% Ordering on the Hand Helds Opening an Account From the Main Menu Screen: Tap on the ACCOUNT button. Enter the Account number and tap on the OK button. Enter the Guest number and tap on the OK button. Note: If the account is already open the Account Status Screen will appear. Main Menu Screen Onetap Waiter Terminal: 1 Charge: 100% Item Group Screen A/c: 3 Guests: 2 Cafe Tea soft water Log on Placing an Order From the Main Menu Screen or the Account Status Screen: Tap on the ORDER button a screen of ITEM GROUP buttons will appear. Note: If the blank Order Screen appears first, tap on the ADD 1 or ADD button, enter a position number if prompted, then tap on the OK button. A/c Order Guests Call away Beer Bubb BLWH BTWH Liqu GLRD BTRD DESS Item Group Screen Tap on the F/B button to tab between Food and Beverage Item Groups. Summa Cash Applications Screen Set up Using the Hand Helds The Hand Helds are very simple to use. You will soon learn where to find the menu items and modifiers you want. Before you become an expert however, you may wish to take orders with a pad, and then put them through the Hand Held away from the customers. This way, you will become confident, without affecting the integrity of your customer service. The Hand Helds are Valuable and Sensitive Pieces of Equipment It is vital that the Hand Helds are well looked after. If you will be responsible for their up keep, please read Taking Care of the Hand Helds on page 18. Starting Onetap Waiter on the Hand Helds Press on the Green Power button to turn the unit on the Applications Menu Screen with several icons on it will appear. Tap on the WizBang Icon in the top left corner of the screen. Help: If you can t see the WizBang Icon or the Applications Menu Screen, tap on the APPLICATIONS button. Log On Tap on the LOGON button. Enter your Staff No. and tap on the OK button. Confirm with your 4 digit PIN. The Main Menu Screen will appear. Help: Use the C button to clear an incorrect number and start again. Note: LOGOFF from the Main Menu Screen. Tap on the LOGOFF button and confirm by tapping on the YES button. Note: Tap on the ABC button to search for items by entering letters and tapping on the OK button. Tap on an ITEM GROUP button all the items in that group will appear. Select items by tapping on them. Hint: Scroll through items using the arrows or use the toggle button at the bottom of the Hand Held with your thumb. Tap on the GROUP button to view all the Item Groups. Tap on the PAD button to display the Order Pad Screen (so you can view the items selected so far). Order Pad Screen Tap on the ADD 1 button to add one item to an Order then automatically return to the Order Screen. Tap on the ADD button to add several items to an Order then select PAD to return to the Order Pad Screen. Hint: Tap on the VIEW button to check that the Items with their Modifiers and Courses are correct before sending. Tap on the SEND button and wait for the button to display SENT. Hint: Check that the Table and the Guest Numbers displayed at the top of the Order Screen are correct before sending. Tap on the A or G buttons in the Order Pad Screen to make changes. Log off Message Account Status Screen A/c: 3 Section: Outside Name: Smith Guests: 2 Opened: Mon Balance: OK Order Close ABC F/B Order Pad Screen A/c: 3 Guests: 2 Qty Item Pos F/B F/B F/B F/B A G F/B 54 55

29 Item Name Add Modifier Sauces Sides OK Blue Rare Med Rare Med Med Well Well Very Well VIE Item Name View Modifies Blue Cheese Vegetables OK Clear A/c: 3 Guests: 2 Add Qty Item Pos Modifiers Screen Order Pad Screen View Mods Screen Edit Item Menu Editing the Details of an Item Item Modifiers Access Modifiers Immediately The fastest way to add a Modifier to an Item is directly after selecting the item. In the screen where the Items appear, the MOD button will activate the Modifiers for the last selected Item Access Modifiers Later On From the Order Pad Screen: Tap on the Item line and the Edit Items Menu will appear. Tap on the Mod option. Add a Modifier Modifiers Screen Tap on the required Modifiers on the right of the screen. Select from the different Mod Groups on the left of the screen. Tap on the OK button to return to the Order Pad Screen. Note: Some Modifiers are set up to automatically be displayed for Items that always require modifying. These are referred to as Prompted Modifiers. Clear a Modifier from an Item If you are back in the Order Pad Screen: Tap on the Item line the Edit Item Menu will appear. Edit Item Menu Tap on the Mod option the Modifiers Screen will appear. Tap on the VIEW button - the View Modifiers Screen will appear. View Mods Screen Tap on the Modifier you want to remove. Tap on the OK button when done. If you are still in the Add Modifiers Screen: Tap on the VIEW button the View Modifiers Screen will appear. View Mods Screen Tap on the Modifier you want to remove. Tap on the OK button when done. Clear all Modifiers from an Item Tap on the CLEAR button in the Items Modifiers Screen to clear all Modifiers from an Item. Tap ADD to add new modifiers or OK when done. Order Pad Screen A/c: 3 Guests: 2 Qty Item Pos Add 1 Add Send Close A G View Change Quantity Screen Item Name Qty C OK Change Quantity Screen A/c: 3 Guests: 2 Qty Item Pos Edit Item Menu Back Qty Posn Course Mod Clear Clear an Item Tap on the Item line the Edit Item Menu will appear. Edit Item Menu Tap on the Clear option. Tap on the YES button. Increase the Quantity of an Item From the Order Pad Screen: Tap in the box to the left of the Item line that displays the number 1. Each time you tap in the box, the number will increase by one. Note: If ordering the same Item more then once, and the Items require different Modifiers, select the Items and Modify them separately. Change the Quantity of an Item From the Order Pad Screen: Tap on the Item line and the Edit Item Menu will appear. Edit Items Menu Tap the Qty option the Change Quantity Screen will appear. Change Quantity Screen Enter the quantity. Tap on the OK button. Note: Tap on the C button to clear the number and start again. Change the Course of a Food Item Sometimes a guest may order an entrée but wish to have it served for their main. Tap on the Item line the Edit Item Menu will appear. Edit Item Menu Tap on the Course option the Course Menu will appear. Course Menu Tap on the Course you want to change to. Taking Care of the Hand Helds Palm Pilot Touch Screen Never use pens on the screen. Use only the stylus provided. Tap on the touch screen firmly with the stylus, but not too hard. Clean the screen with a damp cloth or tissue. Do not use cleaning fluids as these may damage the screen. Turn the Palm Pilot off before cleaning. Always use the Hand Held Unit with the leather case on and the tether attached to your apron or belt. The Palm Pilot may be damaged if dropped! Scotch Fillet Back Qty Posn Course Mod Clear Back Qty Posn Course Mod Clear Scotch Fillet Automatic Power Off The Hand Held is designed to turn itself off after a period of inactivity to conserve battery life. The inactivity period can be set to one, two or three minutes. The default setting is two minutes. Tap on the APPLICATIONS Button the Applications Menu will appear. Add 1 Add Send Add 1 Add Send Tap on the Prefs Icon a selection of settings will appear. Close A G View Close A G View Tap on the drop down arrow beside the Auto off after setting and select from one, two or three

30 A/c: 3 Guests: 2 Qty Item Pos Add 1 Close Scotch Fillet A Add G Item Name Send View Back Qty Posn Course Mod Clear H Add a Position to an Item Position numbers are an essential part of excellent service. They assist the accurate delivery of Items to each customer. An Item line may have several characters indicating several positions e.g. Qty: 5 Item: Antipasto platter Pos: 1, 2, F3, SH4&6. Prompted Position Numbers Position numbers may be prompted automatically whenever an Item is entered. Add a Position Number From the Order Pad Screen: Tap on the Item line the Edit Item Menu will appear. Tap on the Pos option. or Tap on the box to the right of the Item line. Enter the position number. Tap on the OK button. QUICK REFERENCE H Host G Glasses M Male F Female SH Share Print the Check/Bill From the Main Menu Screen: Tap on the ACCOUNT button. Enter the Account number. Tap on the OK button. Tap on the OK button to return to the Main Menu Screen. Tap on the SUMMARY button. Tap on the YES button. Hot Syncing Normal Palm Pilot Hot Sync This will install all menu and staff changes. Go to the Touch Screen computer that has a hot sync icon and a palm cradle or USB Palm lead attached to it. Minimise or exit Onetap Waiter if it is running to return to the Start-up Screen. Double tap on the HotSync Icon and the Synchroniser window will appear. Wait while the files are prepared, when the files are ready a message will appear. If not, press the Create HotSync Files button once. Now for each Palm Pilot you wish to HotSync: On the Screen, tap on the Hotsync Palm Pilot button. Place the Palm Pilot firmly in the HotSync cradle or plug the USB cable in the bottom of the palm. Press on the HOTSYNC button at the bottom of the cradle (if you have a TC Palm) or the button on the USB lead if you have a TX palm and wait for the HotSync to complete. When complete, remove the Palm Pilot from the cradle or unplug the lead. Tap on the APPLICATIONS button. Tap the WizBang Icon to Start Onetap Waiter. Dead Palm Pilot Hot Sync This will install the Onetap files, the menu data, and set up the Palm Pilot correctly. This is advised if you are making major product changes or starting from scratch. Go to the Touch Screen computer that has the cradle attached to it. Minimise or exit Onetap Waiter if it is running to return to the Start-up Screen. Check that HotSync Manager is running by identifying its symbol (red and blue circle in the bottom right corner of the screen, next to the time). Double tap on the HOTSync Icon and the Synchroniser window will appear. Wait while the files are prepared, when the files are ready a message will appear. If not, press the Create HotSync Files button once. Now for each Palm Pilot you wish to HotSync: On the screen, tap on the Hotsync Dead Palm Pilot button. Place the Palm Pilot firmly in the HotSync cradle. Press on the HOTSYNC button at the bottom of the cradle. A window will pop up on the screen prompting you to select a user. Tap OK to proceed and wait for the HotSync to complete. When complete, remove the Palm Pilot from the cradle. A message will be displayed on the Palm Pilot Screen instructing you to tap on the RESET button do so. Now tap on the APPLICATIONS button. Start Onetap Waiter on the Palm pilot. Tap OK to proceed to the LOGON screen , & SH OK G M F Call Away a Course From the Main Menu Screen: Tap on the ACCOUNT button. Enter the Account number. Tap on the OK button. Tap on the OK button to return to the Main Menu Screen. Tap on the COURSE button. Tap on the course you want to call away. Tap on the YES button. WixBang A/c: 3 Guest: 2 WizBang Terminal: 1 Charge: 98% A/c Guests View Modifies Blue Cheese Vegetables Terminal: 1 Charge: 98% Name: A/c Guests Order Call away Order Call away Summa Cash Summa Cash Log off Message OK Clear Add Log off Message 58 59

31 Section 7 Trouble Shooting A Hand Held Try a Soft Reset by firmly pressing the is slow or not RESET button in the back. functioning Log back on to WizBang. properly A Hand Held screen freezes Tap on the Applications button and restart Onetap Waiter using the WB Icon. If this does not work: Try a Soft Reset by firmly pressing the Reset button in the back. If neither of these work: Perform a Hard Reset and HotSync Dead Palm Pilot. Quick Reference GROUP Tap on the GROUP button to return to the Item Groups Screen. ABC F/B The ABC button is an alternative way to search for an item if you are unsure of which Item Group an item belongs to. Enter the first 2 or 3 characters of the item. Tap OK. Tap on the F/B button to swap between Food and Beverage Item Group buttons. A Hand Held keeps turning itself off All the Hand Helds display the message: Communication Error please try again. And no Orders are being received. The Hand Held is designed to turn itself off after a period of inactivity to conserve battery life. The inactivity period can be set to your requirements. You can reach these settings by logging off your palm. On the log on screen you will have in the bottom right SET UP There is an option on the set up screen for Power Check that the Workstation that has the Onetap Waiter Relay Program is turned on and running the Relay Program (small blue satellite dish symbol in the bottom right corner of the screen, next to the time). If it is not running, then double click the WBRelay Program Icon on the screen to start it. If it is running then double click it to show the Relay window and check for any error messages. If an error message is displayed close the program and restart it by double clicking on the WBRelay Program Icon. If this fails you may need to reset the access point. This is done by removing the power cable from the back of the unit. (This is the one that looks most like a phone charger connection) Leave the cable out for a few seconds; then re-connect. Leave the access point until all the lights have come back on again, then restart the relay WBRelay Program. Café Tea Beer Wine PAD ADD 1 ADD A G SEND CLOSE Tap on an ITEM GROUP button and all the Items in that Group will appear. Tap on the PAD button to go to the Order Pad Screen and view the Items selected so far Allows you to select one item, then, automatically returns you to the Order Pad Screen. Enables you to select several items, then press the PAD button to return to the Order Pad Screen. Tap on the A button to edit/change the table number. Tap on the G button to edit/change the guest number. Sends the Order. Tap on the CLOSE button to exit the Screen you are in. A Single Hand Held displays the message: Communication Error Please Try Again. Try sending again. If this is not successful log off WizBang and log on once again. If this problem persists please call for assistance

32 onetap stock INTRODUCTION TO THE STOCK PROGRAM On the Computer, where the Stock program is loaded, exit or minimize Onetap to return to the desktop (start up screen). Double Click the Onetap Stock Icon (above) and enter your staff number and PIN, to open the program. In the Stock Program, you will see a series of Menu Tabs down the left hand side such as Stock, POS, Reports etc. Selecting one of these, will access a list of Icons. These Menu Tabs and Icons will navigate you through the various stock windows. The key to mastering this stock program is to clearly establish in your mind, the difference between a Stock Item, and a Onetap sale item. The Steps of this guide should be followed in order, or you will find yourself having to back track constantly!!! WHAT YOU WILL NEED A record of all stock items. A list of ALL stock suppliers For each stock item you must know who the main/ default supplier is, as this must be entered as part of each stock item s set up. For stock items that are sold in portions, you must have their stock unit measure as well. E.g. 1125ml bottle of spirits. 750ml bottle of wine, 50L Keg etc. If using multiple locations, you must have an accurate knowledge of the initial/default location for each stock item. The latest cost of each stock item - for receiving in opening stock levels. Or If you want to do recipe costing at the time you build your recipes for things like cocktails, then enter the latest cost in to all relevant stock items as you set them up. UNITS Set up and name the 3 base units Weight, Volume and Count. You must set up each of these base units and name them Kilogram, Litre, and Each. All three must have a ratio of 1. For example: Name = Litre Unit = Volume Ratio = 1 Note: When setting up the units for the below stock items and selling portions, you MUST have the correct base unit selected; Weight, Volume or Count. Select the Add button for each new unit, enter the name, select the correct base unit and ratio, then press Ok. Edit the details of a unit using the Edit button (bottom right). Set up units for all stock items that are sold in portions Select the Add button for each new unit, enter the name, select the correct base unit and ratio, then press Ok. Note: Make sure you get all the portion units entered in now, or you will have to back track! Edit the details of a unit using the Edit button (bottom right). SUPPLIERS Select the Add button to enter each Supplier s information, the minimum info required, is the name and code at the top. Also set up a supplier called Stock Take On This is to input your initial stock level. Edit the details of a supplier using the Properties button (bottom right). You must set up a unit, for every stock item that is sold in portions. Like a bottle of spirits, a keg of beer or a bottle of wine sold by the glass. You can print a list of suppliers and any information entered about them. Leave a copy in key places to help the staff with stock ordering. Every stock item unit, has a ratio proportional to the ratio of its base unit. For example: In the case of an 1125ml Bottle of spirits, the base unit is Volume (Litre) with a Ratio of 1 so the bottle will have a ratio of For example: Name = 1125ml Bttle Unit = Volume Ratio = Select the Add button for each new unit, enter the name, select the correct base unit and ratio, then press Ok. Note: Stock items that are never sold in portions, do not need a stock unit that reflects the unit measure. When these stock items are created, the stock unit Each should be used, as they will never be handled in any other way then 1 in and 1 out. This unit should cover a large amount of the stock items, such as beer bottles, expensive wines that will NEVER be sold by the glass, RTD s, bottled non alcoholic drinks such as Ginger Beer, Red Bull. Basically, if you don t sell it any other way then by the whole, then the stock unit shouldn t be anything other then Each! STOCK LOCATIONS Select the Add button to create each location. Try and keep it as simple as Bar and Kitchen. The Location code and Description fields must both be assigned and can also be the same. Even if you have more then one bar in your establishment, unless you really want to run them as separate revenue centers, it would be wise to stick with one location in the stock program. If you do wish to use multiple locations then all the capabilities are there. However, you must keep a perfect track record for electronic transfers of stock between locations. The results of not doing this perfectly are untrue variances on stock take reports and the timely task of manually adding figures together. If you do choose only one bar location in the stock program, you will only enter one total count for each stock item and have one stock take report to manage. Edit the details of a location using the Edit button (bottom right). TERMINAL LOCATIONS Edit the details of a unit using the Edit button (bottom right). Set up units for all portions sold These units are used to deplete a portion of a stock item as apposed to a whole stock item. Every portion unit has a ratio proportional to the ratio of the matching base unit. For example: Name = 2 Nips, Unit = Volume and Ratio =.03 (30ml) of a Litre. Name = Dessert Wine Gl, Unit = Volume, and Ratio =.09 (90ml) of a Litre. Set up portion units for things like wine glass, port / dessert wine glass, double nip, single nip, handle of beer etc. For each terminal select the Modify button, and use the > to add the location(s) desired. The hand helds must have location(s) set up also. Multiple Locations set up A location is a place where stock lives, whether it is received in there when purchased, or transferred there from another location. Once a stock item has existed in a location, there will be a record of it there until you actually delete it. (see TRANSFER STOCK) Terminals are where stock is sold from. Each terminal must have at least one location to deplete stock from. Each terminal can have its own rank of locations. When a stock item is sold from a terminal, that stock will be depleted from whichever attached location it finds a record of that stock in first, regardless of the quantity being < / > or = to

33 For a terminal, first assign the location where the stock mainly comes from for that work area. Next, if there is stock, that doesn t come from the main location for that terminal but comes from other locations when sold, those other locations should be assigned too. Note: If a stock item is sold through a terminal, but doesn t exist in any locations assigned to that terminal, the stock item will then be decremented from its DEFAULT location entered at the time you set up the stock item. The order that the locations are listed or attached to a terminal, is the order that the computer will search through to decrement items from. So if it does not find an item in the first location, it will look in the second provided there is a second! For each terminal select the Modify button and use the > to add each location to each terminal including the hand helds if they apply. MAINTAIN STOCK Set up Stock Groups Select the words Stock Type then right click and select Add Stock Group. Keep these groups simple, they don t need to be as divided as the POS Groups. Set up Food and Beverage as the main groups - we will refer to these as the parent groups. Then select a parent group and right click to add each new 2nd level stock group. For example: Beverage Wines Beers Non Alcoholics Note: If a Stock group ends up in the wrong place, select it and drag it over the correct parent or 2nd level group. The stock groups can tier down 3 levels For example: Food Meats Poultry Red Meats However there is NO need to go to the third level, unless you wish to look at the GP figures broken down further then the 2nd level group totals. Bearing in mind that you can also see the GP for individual items. Create Food Stock Items For food stock items, create them by right clicking on the stock group and selecting Add Stock Item. Enter a Stock Code and Description these can be the same. Use the drop down arrow to access the units available. Select the Preferred Supplier and Stock Location the same way. Because you do not deplete non perpetual stock items, the tick must be removed from the perpetual box. This way, even though they do not link to any Onetap items directly, if they appear in a recipe they will not deplete. Press the Ok button (bottom right) when done. To link the food stock items to Onetap menu items, see POS ITEM LINKS (below). POS ITEM LINKS Create Beverage Stock Items and specify the sale portions For Beverage items, clone them from the Onetap items by right clicking on the Onetap item. Note: The Onetap items are alphabetical, to look at a specific group of items, click on the drop down arrow at the top beside the field name Item Group. Enter a Stock Code and Description these can be the same. In most cases, if you have cloned anything that has the word glass or bottle in its description, remove the word as it is not necessary. Use the drop down arrow to access the units available; The unit for all items that are sold whole and never in portions, is simply Each as discussed in the Units section. E.g. A beer bottles Stock Unit = Each, because it will always be sold as 1 whole unit. Note: do not use purchasing units such as 12 bottles for the stock unit. The unit for a stock item that is sold in portions is the unit equal to the volume of that stock item. For Example: A wine bottle that will be sold by the glass, has a stock unit = 750ml and not simply Each. So that another unit measure E.g. 150ml glass of wine when sold, can be depleted from it. Note: These interactive units must use the same base unit E.g. Volume. Select the Stock Group, Preferred Supplier and Stock Location. Most stock items are perpetual. Non perpetual items are used when you want to track the usage of the item, but not scrutinize the variance. A good example of this would be coffee, a near impossible item to get a reasonable variance, but a perfect item to monitor the usage for re ordering or such purpose. Because you do not deplete non perpetual stock items, the tick must be removed from the perpetual box. This way, even though they do not link to any Onetap items directly, if they appear in a recipe they will not deplete. Press the Ok button when done setting up each stock item. The hardest part to understand when setting up stock is that there may be several Onetap items that need to be linked to one stock item. When you clone a stock item from a Onetap Item, you should do this using the primary Onetap Item. E.g. A bottle (not glass) of wine, should be the item used to clone the stock item. Cloning should only occur once!!!! To then join any secondary POS Items like the glass of wine to the already cloned and now existing stock item, this must be done a different way. In the POS Item Links Window (the same window), select the secondary POS item and then use the Add Stock Link button to find the already existing stock item and use the > to select that stock item, and change the POS Link (selling portion) to its appropriate unit E.g. glass of wine. Link food stock items to Onetap menu items To link the food stock items to Onetap menu items, do so in the POS Item Links window. Select the Onetap (POS) Item and using the Add Stock Link button (bottom right). Use the > to select the stock item, and change the POS Link (selling portion) to its appropriate unit E.g. grams of steak per dish. Select the Ok and then the Apply buttons. Note: Create recipes first, if tracking more then one item in a particular meal, and then link the recipe to the Onetap menu item instead of the stock items. See: Maintain Recipes. MAINTAIN RECIPES Right click in the background to clone a recipe name from a menu item. Or name the recipe by clicking the ADD button. 99% of the time the Recipe Unit would be each (1 Recipe) always enter a unit for the recipe. Enter the details for the recipe. Select the Ingredients tab and use the > to add ingredients, remembering to change the unit for each stock ingredient to suit the recipe. Then go to Link POS Items, select the POS menu item for the recipe and click Add Recipe Link. Use the > to select a recipe. POS ITEM LINKS REPORT Run the report choosing from the settings; for all items, linked only items or not linked items, this is vital to check and see if any items have been missed in the linking process. ENTER FIRST LEVELS IN TO RECEIVE STOCK The rules of counting and receiving stock units Every stock item must have a default stock unit. As a unit, Each is simple to understand, but what about the handling of volume based units? When you receive a stock item in, it is possible to receive it in a different size then the default unit. The system would then convert it and display the Qty on hand, as a ratio of the default unit. When you count the stock each time, if a stock item is on hand in more then one size, you must convert it to a number of default units. One way would be to work out the total volume and then divide it by the default unit. For Example; Johnny Walker Red could have the default stock unit of 1125ml. You may receive in 2 x 750mls at some point and then 2 x 1125mls. The Stock on hand would be displayed as 3.33 Bottles not 4! When you put in your stock count you must enter it as a Qty of 1125ml bottles. On the stock take sheets available for counting stock, the default unit is displayed for each item. Entering the first stock level You will need on hand the latest cost of each stock item - for receiving in opening stock levels. The first stock count must be input like a large invoice of stock, as if you had just purchased it all in. To enter the Stock use the supplier called Stock Take On, set up earlier. Press the Add button, then select the supplier Stock Take On and press OK. Press the Add Item button, then use the Item Group arrow at the top to select the first group of stock items, then select the first item and press OK. Enter the Quantity and Price (per stock item) fields, and press OK. Press the Add Item button again, now you can select the next item from the group, when you reach the end of each group of stock items, use the arrow at the top to select the next group you want. Use the Save button to come back and enter more later. or Once all items are entered, Save and Apply them to the database. Most stock items are perpetual; Non perpetual items are used when you want to track the usage of the item, but not scrutinize the variance. A good example of this would be coffee, a near impossible item to get a reasonable variance, but a perfect item to monitor the usage for re ordering or such purpose. After cloning a stock item, the Edit Stock Item and Qty window pops up, apart from the simple items like beers, you will need to change the Unit from the stock unit to the selling portion unit. E.g. A bottle of Smirnoff Vodka has a Stocking Unit = 1125ml, but when the Item is sold the link unit must = 2 Nips. Check the linking units are correct, these are crucial for accurate maintenance of Stock Levels. DO A PHYSICAL STOCK TAKE Now you must count your stock OUTSIDE of service time

34 STOCK ENABLE Tick the Stock Enabled setting in the WB Waiter Settings Program for each Workstation. From the desktop of each terminal, select the following; Start / Programs / WizBang / WizBang Waiter Settings General 2 tab Stock Enabled Setting tick this setting by pressing in the box beside so that the tick appears. Save Changes. For sites that use Hand Helds From the desktop of the terminal with the WB Relay program, select the following; Double click the WizBang Relay symbol located bottom right of the screen beside the time. Settings. Relay Settings tab. Stock Enabled Setting tick this setting by pressing in the box beside so that the tick appears Save Changes USING ONETAP STOCK Receive Stock Press the Add button. Select the supplier and press OK, enter in the Invoice number and any other relevant information in the space provided. Press the Add Item button, then use the Item Group arrow at the top to select the necessary group of stock items, then select the first item and press OK. Enter the Quantity and Price (per stock item) fields, and press OK. Press the Add Item button again, now you can select the next item from the group, when you need to access a different group of stock items, use the arrow at the top to select the group you want. Use the Save button to come back and enter more later. or Once all items are entered, Save and Apply them to the database