How To Use Waiterone

Transcription

1 Getting started with WaiterOne - draft version 11 Download WaiterOne from the Apple App Store and install it on your ipad. Link to WaiterOne: for- ipad/id ?mt=8 Launch WaiterOne from your ipad (Figure 1). Figure 1: launching WaiterOne When launching WaiterOne for the first time type 1111 as user code (Figure 2). As a hint we have created a button with name 1111 on the first screen. We will change the name of this button later on in this guide.

2 Figure 2: type 1111 to start for the first time As soon as you logged in we suggest that you start changing some data. Let s go through the most important things first. Click on Data at the bottom to screen (Figure 3).

3 Figure 3: click on data to view/change your data All data relevant to WaiterOne is under the data tab. We have buttons, groups, tables, printers, VAT or TAX, users, courses, payments (more to come). You can go through the different tabs by swiping (up and down) over and click on it (Figure 4).

4 Users (formally known as waiters) Figure 4: swipe up and down to view the different tabs The first tab in the list is the tab to change, add or delete buttons. But let s start with changing the users. Swipe down on the tabs until you reach the users tab, click on it. On the users tab you will see a list of all users currently configured (Figure 5). You can change a user by clicking on his/her name. You can delete a user by swiping over the user name or by clicking on the edit button and click on the red and white -.symbol on the left, a delete button will appear, click it to delete the selected user. You can add a user by clicking on the + sign, top right of the screen. These are all standard behaviors for the ipad, so people who are used to work wit an ipad should feel very confortable with this way of doing.

5 Figure 5: change the code of the boss The first user in the list is Boss. Boss uses as default code So let s start by changing the code of Boss. Click on the code field (the 4 dots), a keyboard will popup (Figure 6), now change the code to whatever code you want to use as manager. Remember to change the code from time to time. Use 4 digits only for your code. Use of alphanumeric characters or longer codes is for creating a remote- only user.

6 Figure 6: user settings As soon as you push done, the keyboard will disappear. Add, delete, or change as much users as you want. The special functions in the users have everything to do with clearance a user has, what he can or can t do. If you click on another user you will see the list of special functions the user can do (Figure 7). Boss: Complete control of WaiterOne Consult sales: User can see the dashboard and the results Retour/void: User can void articles On the house: User can give items for free, on the house Drawer: User can open the cash register drawer Figure 7: user functions For easy overview/reporting you can change the color of a user by clicking on the custom button or by changing the colors manually (Figure 8).

7 Figure 8: change the color of a user VAT/TAX Click on the VAT/TAX tab, above the users tab, and alter the VAT/TAX percentages according to your tax office demands (Figure 9). The Price exclusive VAT/TAX toggle is very important, as it will have a direct impact on the product price. In short: if you enter all products inclusive VAT/TAX then leave this toggle off. Figure 9: VAT/TAX settings

8 Printers Adding printers to WaiterOne is very easy but demands some basic knowledge about your network. Printer configuration is probably 50% of our customer support. WaiterOne only works with printers that can be connected to your local network (Ethernet or wifi). To configure a printer in WaiterOne you need the ip address of that printer (x.y.z.a: where x through a are numbers from 0 through 255). The default ip address of your printer could be for instance (we use this number a lot in this manual and in the standard installation as it is the number that Epson uses when shipped), type that address into the host field (Figure 10). Every printer will have its own ip address, but if you want to print out different tickets on the same printer (e.g. bill and bar printer), just add another printer with the same address to WaiterOne. If you have only one printer, which is ok, but you want a separate ticket for the kitchen, add one accordingly. In most cases people have 3 printers here, one for the bar, one for the kitchen and one for the receipt/bill. The configuration of your printer into your network is beyond the scope of this manual; if you should have a question about the configuration of your printer, please send us an together with the brand of your printer. If possible also send us a photo or scan of your printer settings (turn off your printer, put it on again while pushing the feed button, a test page will be printed). Figure 10: print a QR code to test your setup

9 To be sure that your configuration is ok, push the test button. A small test page should be printed, together with your logo (if you have added one) and a QR Code label (Figure 11). To add a logo to your printer, download the printer software that does the configuration setup of your printer! To print that logo on your bill add one of the special functions or tags that are available in WaiterOne to your bill header: <logo> Special functions always start with a < and end with a >. We use more or less the same idea as what is used behind the markup language used to create websites: HTML. Another example of such a special function is <b> and </b>. Everything between those 2 tags will be printed in bold. The / means that you want to end the markup (function/tag). With logo you don t have a /, as logo stands on his own (another example is <pulse>: sends a pulse to your printer and opens your cash drawer (DK output on your printer). Figure 11: test page Another setting on the printer page is the parameter copies. When set to 0, WaiterOne will not print any ticket. This can be used to disable printing every receipt and thus wasting meters of paper. If your client should need a ticket anyway, just ask a copy of a ticket and a receipt will be printed (see main page - > special functions - > tickets). If you set copies to higher number you will receive extra copies of that ticket.

10 Tables You can add tables and clients names to WaiterOne. Just add as many as you want (Figure 12). Figure 12: tables Groups Groups are just a way to organize stuff in WaiterOne. Instead of configuring every detail again and again, just make a group and inherit all his parameters throughout the app. You can inherit the button color, the course (starter, main dish, ), the VAT/TAX and the printer place. More will come in the future, so make use of it as much as possible. Another advantage of using inheritance in your products is if you have e.g. a VAT/TAX change you only have to change it once or maybe just a couple of times as you can change the VAT/TAX in the groups instead of in every product. If you didn t use this neat feature will have to change every button one by one. In the screenshot (Figure 13) you will see that the beer group has bar printer as default printer and 21% VAT/TAX rate set. The default color for buttons

11 belonging to the beer group is yellow. In a newer release of WaiterOne you can add a second and third printer and a default course. Figure 13: groups Buttons This is the most important tab, indeed! When you start with WaiterOne you will only have 3 buttons. Let s change the name of the first button. It s named 1111 just to hint people about the initial password of WaiterOne (Figure 14). Let s change some stuff here. Rename it for instance to Carlsberg Westvleteren 12 (as it is probably this is the best beer in the world). Change the group to beer, leave the Inherit printer from group, Inherit VAT/TAX from group and Inherit course from group activated. The more we inherit the better (told you before), the less work you will have later. Inherit means that we take over (inherits) the settings from the group the button belongs to. Adding a new button is quite simple too. Just search for a button that looks more or less the same as the one you want to make (e.g. look for Coke if you want to make Coke Light). When you click on + all parameters will be duplicated and an asterisk will be added to the new name (Coke will become Coke*). Just change the name (remove the asterisk) and the price (if needed). That s it. Some important parameters:

12 Modifier: set to state that this button is a modifier or add on, e.g. rare, no ice... Out of stock: set to state that product is out of stock, product out of stock will not be clickable in WaiterOne Page: on which page do you want this button Jump: when clicking on the button WaiterOne will automatically jump to another page. You can use this to make a page with products of the same family (e.g. beers), or you could use this to jump to a page with modifiers Row/column: on which row/column do you want the button (moving a button around can also be done on the button page, see later) Figure 14: buttons Courses Courses are a way to order products on your order so the kitchen knows what to make first depending the course the product belongs to. Courses are normally only used in a kitchen, but there are ways to use it also in a bar (e.g. to order stuff).

13 Figure 15: courses Payments Payment button can be created to tender or to mark how a bill has been paid. Payment buttons can also be used to add extra s to the bill like tips, service or other add- ons. The payment buttons are created more or less the same as the product buttons, except that can only have one page with payments on it. This page can be viewed by swiping up or by closing the order (depending if the rendering parameter is set or not). The payment parameters: Name: set here the name of the payment e.g. euro, pin, dollar, tip, cash, Value: is the value the payment stands for. If you create a button for, let s say, cash then the value will probably be 1 as that button stands for 1 amount of your local currency. If you create a button for a foreign currency then set the currency exchange here. The value will normally never be 0. Percentage: is the default percentage to be used for this payment/tender or service. If you want to add an 18% tip button then enter here As soon as you push that button 18% of the total

14 - ticket amount will be calculated and show. Set this to 0 if you don t want to have a percentage calculated. Service switch: set to on if the payment involves a service, a price added to the bill (e.g. tip). Figure 16: payments Once the payments are set you have to activate it in the settings. Go to settings - > general - > bill: tendering. Also set a default payment, in most case this will be your cash payment.

15 Figure 17: activate payments in the settings Settings After entering data we also need to set some specific settings, so that WaiterOne becomes one with our business. Click on the settings button on the bottom (Figure 18).

16 Figure 18: settings The first settings are the most important ones. On the general settings you have the ticket header and footer that will be printed on the receipt or bill. The ticket header will be centered, the footer not. If you want to center something you could add some markup tags (e.g.<c> to center, </c> to stop the centering, <b> and </b> for bold, <h1> and </h1> for a bigger font, ). Toggles or switches that appear in RED mean that they have a big impact on WaiterOne. They can sometimes even block your system (e.g. Customer Display was only made for the Citizen CT- S800 printer family, activating this on another brand (e.g. Epson) will block your printer completely). Some important settings: Bill - > Bill printer: choose the printer you want to use to print out the receipt/bill Bill - > AirPrint: do not set this if you don t have an AirPrint printer (like HP s all- in- one inkjet printers). We don t like the way AirPrint works on ipad. So if possible go for a real POS printer. It is faster, smaller, less expensive in usage, Bill - > Enforce table/tab: if you need the users to pick a table/tab then activate this

17 Results - > Result printer: choose the printer you want to use to print out the results Currencies: if you want to work with a second currency activate the currency exchange Code page and encoding: for printing out special characters, see also your printer manual (the default is 16 for the codepage and 12 the encoding) Deactivated order button: if you don t want to work with tables/tabs activate this The second one, data, has also an important item. When you click on backup (Figure 19) you can send a copy of your database to yourself for backup purposes. This function will only work if you have an address configured on your ipad. To restore a database you need to connect your ipad to itunes and drag and drop your backup file (w1.db) back to your ipad. There is no restore function as is in WaiterOne. In a future update we will try to backup your data using the cloud. Figure 19: backup The reset buttons let you reset the results, the results and counters. The last button will delete all your data and settings, please be careful with this button (Figure 20).

18 Figure 20: handle with care Getting started Click on the order button to get started with WaiterOne. All buttons will be visible on the different pages according to their settings on the buttons tab (Figure 21). You can go through the different pages by swiping from left to right, right to left, up/down or down/up. Swiping from right to left will show the next page, swiping from left to right will bring you to the previous page, from down to up will bring you to the last page (payment page if tendering is activated), up to down to the first page (start page). You could also jump to a specific page by programming a jump button or set a jump back switch on a button. Jump back knows where it came from; it also can be nested, as deep as you want (there is no limit). Figure 21: swipe the pages

19 The order button When clicking on this button (Figure 22), your order is send to the bar/kitchen/ printers. No receipt/bill/payment ticket is printed. The bill button Figure 22: the order button When clicking on this button (Figure 23), your order is send to the bar/kitchen/ printer, if not already printed AND a pro forma receipt/bill is printed for your client. The table will not be closed. You can add other products, you can reprint the bill for a second time. The payment button Figure 23: the bill or receipt button When clicking on this button (Figure 24), your order is send to the bar/kitchen/ printer, if not already printed AND a receipt/bill is printed for your client. If payment methods where added and tendering is activated, you will see the payments buttons so you can add how the sales was paid.

20 Figure 24: the payment button Total + table/tab name When clicking on the ticket total (Figure 25) you will see a list of all tabs/tables and their open amount incl. the number of bills already printed(figure 26). Figure 25: click on the ticket total to open the tabs/tables Figure 26: open tables Special functions The tools icon is the icon for the special functions. Depending on the users settings you will see the special functions and you can click on them accordingly (Figure 27).

21 Figure 27: special functions Tables To visualize tables, click on the table tab at the bottom (Figure 28). Figure 28: tables

22 Dashboard The dashboard is just a fast way to visualize the current situation of your business (Figure 29). If you see a + sign on the dashboard icon, then this means that some data has been added or changed. That way you know that an update of the dashboard is going to be happen as soon as you click on it. Figure 29: dashboard Sales All sales listings and reports can be found here (Figure 30). Select a button to view it on your screen, print it (POS printer or AirPrint printer) or it. Here is a list of all the listings/reports you can generate: Sales Orders Hour read X- read (products detail) X- ready small (groups total) Users read VAT/TAX read Payments Retour/On the house

23 Retour/On the house small Open Tables/Clients Open Tables/Clients small Tables/Clients read Price list COS Figure 30: sales Remark: we are currently working on a new COS. The latest COS will also be available as an app for ios (and later Android). Please contact us or look for more info on our website. COS stands for Client Ordering System. COS is a web solution for smartphones (ios, Android, ), the idea is that every client can order with his own smartphone (when sitting and using your local Wi- Fi network), so no need to send over a waiter to take up an order anymore. It is totally integrated into WaiterOne, and your client doesn t have to install or activate anything. He only have to surf to a particular website address (the address of your ipad). COS is written in HTML5, this means that it isn t as smooth as a native solution (in which WaiterOne is written) but this means that you can use it on any device. Which is positive as we have clients using different

24 smartphones anyway. In an ideal world everybody would use an iphone though ;) Go to Settings - > Client Ordering System and set Publish to ON. In the configuration you will find a lot of fields and labels. Most of them are there for you to customize the text shown on your clients smartphone (e.g. welcome text, name of the title, name of the checkout button, ). Under the Publish label you will find the address clients will need to surf to. If this should be to complicated you could always make a link from your website to this address, that way people don t need to type in that complicated address. The link is also transmitted with Apple s bonjour discovery protocol. But this only works if you have an iphone or ipod. As an example here you have the address of our test ipad. Don t use these ones, at it varies from installation to installation, from network to network: from- Ed.local:8080 As soon as you type in that address and you are connected to the same network as the network your ipad is in you will get this: Figure 31

25 The labels with %% before and after are labels which have not been configured yet. Frequent customers can also make a bookmark to your digital menu card by clicking on the middle button in the tabbar. Figures 31 34:

26 WaiterOne Dashboard for iphone With Dashboard for WaiterOne you can consult your sales from everywhere. No need to go to your bar or restaurant and print out your sales. Just hookup your unique cloud ID to the Dashboard app and see your sales in real time. Go to Settings - > Cloud and activate your cloud settings. Figure 35: cloud Download the Dashboard app from the Apple AppStore. Start it up on your iphone. Launch it. Normally you will see 2 demo accounts. To add your own account, click on the + sign, add your cloud ID and password, click on Done. Now you are ready to start. With WaiterOne Dashboard you can see your sales. You can choose a date or check from date to date. You can see the total, items sold, number of tickets, and so on:

27 Figure 36 You can also see sales sold by groups, by product. And you can have it visualized in charts. To view your results in a chart, turn your iphone to landscape. You can also swipe on a chart to get it changed.

28 Figures 37 40

29 Figures Subscription? WTF!! We have thousands of transactions every day. Without a proper service, dedicated servers on the internet, soft and hardware in the cloud, WaiterOne Dashboard would not be possible. Starting from $4.2 a month you could have a complete control over your business. Check your sales on holiday using the hotel s Wi- Fi. You re going to love it. This will probably be the most used app on your iphone, believe me.

30 Without subscription you can use it already, except that some stuff is hidden. If you want to test it, maybe just start with a 3 months subscription or even better do this: <!-- Write a positive review or send us WaiterOne in action photos and get 3 free subscription months for WaiterOne Dashboard!! --> Support If you want support for WaiterOne, go to Settings - > About - > Click here for support. That way we get your settings (incl. your database). Just add some info about your issue, question or problem so we know what kind of support you want (Figure 45). Remark: configure your on your ipad; otherwise you can t send us an from within WaiterOne. Figure 45: support