PixelPoint Users Manual

Transcription

1 PixelPoint Users Manual

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3 Table Of Contents Welcome...1 Publication Details...3 What's New...5 PixelPoint POS Version Employee Functions...7 Employee Functions Overview...7 Basic Order...8 Shift Operations Shift Operations Overview Clocking In Logging In and Out Breaks Clocking Out Authorizing Clock In/Out Time & Attendance Only Users Your Schedule Internal Mail Floats Pick Ups Pay In Pay Out Tender Balancing Cashing Out Cash Out Report Till Assignment Menu Order Screen Settling A Table Settle To Cash Settle To Foreign Currency I

4 TABLE OF CONTENTS Settle To Debit Settle To Credit Card (Without Credit Authorization) Settle To Credit Card (With Credit Authorization) Settle To Member Account Settle To Gift Card Settle To Multiple Tenders Local Printing Remote Printing Print Receipt Member Screen Members Member Payments Selling Gift Cards Bar Codes & PLU's Custom Function Buttons Forced Questions Price Levels Product Types Rentals Split Checks Tips Voids Functions Menu How To Make Item Charge Gratuity Label Table Service Table Service Overview Starting A Table Table Orders Bussing II

5 Table Layout Screen Your Settings Screen Your Trans Screen Billboard Screen Functions Menu Set # Of Customers Transfer Check Move Table Join Tables Move Items Create Splits By Seating Detailed Order Info Quick Service Quick Service Overview Quick Service Pick Up Orders Drive-Thru Service Combos Size Up/Down Weighed Items Functions Menu Member/Delivery Bar Service Bar Service Overview Transaction View Mode Running A Tab Functions Menu Stop All Timers Re-Order Cashier Service Cashier Service Overview TABLE OF CONTENTS III

6 TABLE OF CONTENTS Cashiers In Table Service Cashiers In Quick Service Delivery / Pick Up Service Delivery / Pick Up Overview Delivery Screens Order Taker Driver Delivery Dispatch Delivery Scenarios Pick Up Orders Delivery Features Hostess Service Hostess Service Overview Host/Hostess Operations Seating Customers Reservation Manager Functions Manager Functions Overview System Concept Start Of Day Concept End Of Day End Of Day Concept End Of Day Non-24 Hour Operation End Of Day 24 Hour Operation Manager Functions Menu Manager Functions Sales Functions Set Weather Back Office Report Viewer Report Viewer Reports IV

7 Transaction Viewer Employee Time Clock Shift Rules Change Timeclock Authorization Manager Employee Functions View Scheduler Product Functions Special Functions Printer Manager Reservation Functions Show Delivery Status Form General Functions Functions Menu Post Inventory Usage Easy Add New Item Void Entire Check Pre-Setting Gift Cards Training Mode Security Troubleshooting Correcting Mistakes Preventative Maintenance System Problems Glossary Index TABLE OF CONTENTS V

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9 Welcome Thank you for using PixelPoint POS. Within the contents of this manual you will find information on front-end operations pertaining to both service staff and management. Each has been separated so that the management functions are isolated from instructions pertaining to general service staff. The first section (Employee Functions) addresses all features, functions and operations that general users would experience in all applicable types of establishments. Whereas the second section (Manager Functions) addresses all front-end functions that a manager would need to know. If you are using the online help, please feel free to make use of the online search function. It will help you to find your information quickly without having to browse through numerous unrelated help screens. If you are using the printed help, refer to the table of contents and index to help you find what you need. With all of the many variations you can apply to the system, you may find a screen or process within your system that is not mentioned within this manual. Should this occur, ask your manager to provide this information from the Back-Office Operations Manual. Within there you will find explanations to uncommon front-end operations, some of which may have been applied into your particular system. 1

10 PIXELPOINT USERS MANUAL If you require further assistance, please consult your PixelPoint Dealer. They will be more than happy to assist you with your system needs. For further information on PixelPoint POS and the various add-on modules, feel free to visit 2

11 Publication Details Documentation Details This document was developed by PAR Technologies, PixelPoint Software Group. For content revisions, questions, or comments, contact the writers at Copyright (C) PAR Technology Corporation All rights reserved. This product and related documentation are protected by copyright and are distributed under licenses restricting their use, copying, distribution and decompilation. No part of this product or related documentation may be reproduced in any form by any means without prior written authorization of PAR Technology and its licensors, if any. Version Version 8.0 April 2006 Printed in Canada Trademarks PixelPoint,PAR, the PixelPoint Logo, the PAR Logo are all trademarks of PAR Technology Corporation. PAR PixelPoint may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided rights covering subject matter in this document. Except as expressly provided in any written license agreement from PixelPoint, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Other product names may be trademarks or registered trademarks of their respective companies and are hereby acknowledged. Disclaimer PAR PixelPoint has thoroughly reviewed this document, and is believed to be reliable. However, this document is provided for informational purposes only and PAR PixelPoint makes no warranties, either express or implied, in this document. Information in this document is subject to change without notice. The entire risk of the use or the results of the use of this document remains with the user. Technical Support Technical Support is available to Reseller and Business Partners with support contracts directly from PAR PixelPoint. Customers with a valid technical support contract and a Web Access code can request technical support electronically on the PixelPoint Support or Partner Portal web sites. 3

12 PIXELPOINT USERS MANUAL Document Revisions Revisions to this document are posted on the PixelPoint Partner Portal. Check with your PixelPoint Reseller for current PixelPoint product information. Further information can be acquired through the official web site: 4

13 What's New PixelPoint POS Version 8.0 This section summarizes pertinent changes to major features and functions in PixelPoint POS Version 8. Details of each are located in their respective sections throughout this manual. Forced Questions All At Once This enhancement combines multiple forced questions into one screen display. For example, rather than display forced questions one at a time, they will be displayed all at once. This allows the user greater flexibility to apply answers and make changes prior to sending the item with all answers. Further information regarding this enhancement can be found in the Table Orders section and Forced Questions section. Break If you use the Quantity button prior to ordering an item with an All At Once forced question, a Break button will display. This will allow you to apply different forced question answers to each item. Further information regarding this enhancement can be found in the Table Orders section and Forced Questions section. Member / Delivery Transactions Member Screen - In a touch screen environment, you no longer have to select the member record field followed by the keyboard icon button to perform text entry. Simply select the desired field and the keyboard screen will appear automatically. Pay Later - On future orders, a new [Pay Later] button appears on the Finish Screen. It is used to store non-credit payments until the processing date of the future order. Further information regarding this enhancement can be found in the Delivery Scenarios section. OK Button - When searching for a member, the OK button is disabled until a member record is selected. Future Order Checks - Future orders are now closed when the driver returns from a delivery and has confirmed that the product was delivered. Pre-authorization credit transactions will stay open until the Add Tip process has been completed. Future Order Credit Slips - Credit authorization slips for future orders will re-print on the processing day of the order. 5

14 PIXELPOINT USERS MANUAL Driver In on Order Screen - A Driver In function is now available on the Ordering Screen which quick-closes the transaction to the Till. Bar code scanning is supported to close driver pre-authorizations. Time & Attendance Shift Status - A new button has been added to the Employee Time Clock function within the Manager Functions menu. This will allow management to monitor employee breaks and overtime. Further information regarding this enhancement can be found in the Employee Time Clock section. 6

15 Employee Functions Employee Functions Overview This section addresses all features and functions that pertain to general employee operations. All staff are encouraged to review this section. The sub-section Shift Operations will provide you general information on the operation of the system. These include the timeclock function, till-related functions and ordering functions. The remaining sub-sections pertain to specific types of operations (table service, quick service, bar service and hostess service). In the event you are looking for a specific application and you cannot find it, look to the other sections as some functions could be applied to several types of operation. 7

16 PIXELPOINT USERS MANUAL Basic Order Forced Questions When you order an item, a window may automatically pop up asking you to select one of the options provided. This is referred to as a forced question (or forced modifier). PixelPoint is assisting you by requesting that you provide additional information that is required when ordering this specific item. Whenever the menu offers "Your Choice Of...", this is usually a forced question because it requires that the customer select from the various choices. Some common examples of forced questions are as follows: Meat Temperature [rare, medium, well done] Salad Dressing [french, italian, ranch] Sauce [mild, medium, hot] Flavor [vanilla, chocolate, strawberry] The forced question will also match the selection criteria for the item. For example, it may allow you to select only one item, like in the previous examples, or it may allow you to make multiple selections such as with toppings for burgers, sandwiches or pizzas. The previous image shows such a forced question in which you are prompted to select the toppings for a pizza. This particular question will allow you to select multiple toppings. It may also allow you to select the same item more than once. In the event the number of selections were too numerous to fit on the screen, the question may be presented in a list format, allowing you to choose from a scrolling list of items rather than buttons for each item. Split Forced Questions Some forced questions may allow you to split the selection of items. You can tell that this option is available if you see a Split button on the forced question window (as shown in the previous image). This is useful for situations such as a Half & Half pizza where the toppings 8

17 EMPLOYEE FUNCTIONS on one half of the pizza are different from the toppings on the other half. The Split function may allow you to select more than just two splits. When the items are selected, their quantity and price will be proportional to their split. For example, a split of 2 will apply half quantities and half prices of the toppings whereas a split of 3 would apply the quantities and prices in thirds. All At Once In situations where multiple questions would be asked when ordering an item, the questions may all be presented on the screen all at once. For example, you order a burger combo. It has several questions; choice of burger type, choice of toppings, choice of side item and flavor of beverage. Rather than display them one at a time, they will all be displayed at once. This allows the user the flexibility to apply the answers and make changes on the fly prior to submitting the item with all answers. Note: Notice that priced modifiers show up with the price included on the button display. Break If you use the Quantity button to order an item that has an All At Once question a Break button will show up in the bottom left corner of the forced question window. 9

18 PIXELPOINT USERS MANUAL Selecting it, the bottom of the forced question window will change allowing you to separate the application of the forced question to each quantity item. For example, if a quantity of 3 was selected prior to ordering the Burger Combo, you could then select the Break button presenting the display below. This allows you to apply the All At Once question for each of the three combos. 10

19 EMPLOYEE FUNCTIONS Shift Operations Shift Operations Overview The Shift Operations section addresses the general operations of the POS system. Regardless of the type of operation being used, the contents of this section can apply. The first sub-section (Time & Attendance) primarily covers topics that are related to the time management system. These include how to clock in and out, go on breaks and request time off. This section covers everything employees designated as Time & Attendance Only (Clock In & Out Only) need to know. The second sub-section (Till Functions) covers topics that are related to money management. These include cashing out, tender balancing, and pay ins/outs. The third section (Order-Related Functions) covers topics that are related to the general use of the system. These include how to settle a check, apply members, printing and much more. 11

20 PIXELPOINT USERS MANUAL Time & Attendance Clocking In PixelPoint POS contains a built-in timeclock function which tracks employee time. This can be applied to all employees including those who would not use the system for any other function, such as kitchen staff. 1. From a station's login screen, swipe your employee access card through the station s magnetic card reader. Employees without a card may clock in by touching the [Manual Login] button located in the top right corner of the login screen (if available). This will present a keypad display. Enter your access code and press the [OK] button. If you are set up with multiple job positions (for example you can clock in as a server or a bartender), the system will display each job position and ask you to select one for this shift. 2. A prompt will display asking you to confirm that you wish to clock in. Press [OK]. The system may prompt for a manager to authorize your clock in. Ask your manager to swipe their card to authorize it. 3. Upon clocking in, you will also be logged in. If you are in table service mode, you may be taken to the Table Layout screen. If you are in quick service mode, you may be taken to a blank check or the quick check retrieval screen. If you are set for clock in and out only, you will not be logged in. Logging back into the system will present the Your Settings screen allowing you limited access to some pertinent functions such as viewing the Billboard function, reviewing your schedule and declaring cash tips. 12

21 EMPLOYEE FUNCTIONS Logging In and Out In order to gain access to the system you must log in. This can be done one of two ways: You can log in using an employee swipe card or you can enter a manual access code. The method is exactly the same as clocking in. Once you have logged in, the system will take you to your designated screen (determined by your operational mode). This may be a Table Layout screen, a quick order check or other applicable screen. Log In 1. From the station s login screen, swipe your employee card through the magnetic card reader. If you are not using an employee swipe card, select [Manual Login] in the top right corner of the screen. Enter your manual access code and press [OK]. 2. You are now logged into the point-of-sale system. If you are in table service mode, you may be taken to the Table Layout screen. If you are in quick service mode, you may be taken to a blank check or the quick check retrieval screen. If you are set for clock in and out only, you will be taken to the Your Settings screen. Each employee must have their own unique access code (be it using a swipe card or manual entry number). The system uses this to track who is doing what on the system. It also uses this to determine what screens, functions and tables should be made available to you. When you are finished using the system, you must log out prior to leaving the station. This will return it to the login screen so the next person can log in and access their screens and 13

22 PIXELPOINT USERS MANUAL functions in the system. Failure to log out may result in you being responsible for the next user s guest checks. Log Out Select the PixelPoint [P.] logo button in the bottom left corner of the screen. The system may require that you complete the transaction prior to logging out. Close the check in order to log out. You are now at the login screen. If the station is used only by one employee (such as a cashier or bartender), then there may be no need to log in and out every time. The employee could remain logged into the system for the entire duration of their shift. However, if the station is to be left unattended, it is advisable to log out to ensure proper security. 14

23 EMPLOYEE FUNCTIONS Breaks When you go on a break, your timeclock will pause. Log back in to resume the timeclock. Start Break 1. From the Table Layout screen, select [Your Settings]. 2. Select [Start Break]. A window may appear asking for management authorization. If so, a manager will have to swipe their card to authorize the break. End Break 1. Log in 2. The system will see that you were on a break and ask if you wish to end your break. Select [Yes]. 3. You are logged into the system and the timeclock has resumed. 15

24 PIXELPOINT USERS MANUAL Clocking Out At the end of the shift, the employee clocks out. This stops the timeclock and tells the system that this person is no longer working. 1. From the Table Layout screen, select [Your Settings]. 2. Select [Clock Out Emp]. The system may prompt for a manager to authorize you clocking out. The system may require that you cash out first. If so, perform an employee cash out then clock out. A window may appear stating Employee Has Open Tables, Will Not Close. This means you have tables still open that you must either close or transfer to another server. A window may appear stating Employee Has Open Charges. This means you have charge transactions which require a tip to be added. Apply all tips then attempt to clock out again. 3. The system will print a time chit indicating start time, end time and total hours worked. You are returned to the login screen. 16

25 EMPLOYEE FUNCTIONS Authorizing Clock In/Out Scheduler Authorization If using PixelPoint's employee scheduler module (StaffTime ), you may find some restriction as to when you can and cannot clock in and out. The establishment can dictate how long before and after your scheduled time you may clock in and out. If you attempt to clock in/out beyond this allowable grace period, the system will prevent you from doing it (see below). [Override Schedule] In the event it is essential that you clock out beyond the scheduled time, you can override the schedule using this button. Management authorization may be required in order to do this. [Use Scheduled Time] This will allow you clock out of the POS system but your time clock will show that you clocked out as per the scheduled time. You will not be credited with the additional time. [Cancel] This removes the message window from the screen, returning you to the previous screen. 17

26 PIXELPOINT USERS MANUAL Time & Attendance Only Users PixelPoint's time clock function can be used by all staff including those not designated as POS users (such as kitchen and clean up staff). An employee requiring access to the system for clocking in and out only will also have the ability to perform some other related tasks on the POS. Clocking In When the employee clocks in, the system will immediately exit them back to the log in screen upon completion of clocking in. Your Settings Functions The next time the employee logs in (after having clocked in), they will be taken to the Your Settings screen (see below). Though not as comprehensive as the Your Settings screen for POS users, this screen will allow the time clock employee to perform numerous functions. Their system interface must be set to Clock In/Out Only. See "Your Settings" for further details. 18

27 EMPLOYEE FUNCTIONS Your Schedule If the establishment is using PixelPoint's StaffTime (employee scheduler), you can view your schedule, print it and request time off all through this one screen. 1. From the Table Layout screen, select [Your Settings]. 2. Select [Schedule]. 3. From this screen (see below) you can print your schedule for the next two weeks or you can request time off. [Print Next 2 Weeks Schedule] This function will print your scheduled times for the next two weeks. These times are dictated by the person using the employee scheduler program (StaffTime ). [Request Time Off] Should you wish to submit a request to the scheduler for time off, you can do so using the [Request Time Off] button. The screen below allows you to select the day and indicate the time you wish off. 19

28 PIXELPOINT USERS MANUAL 1. Select the day from the request calendar. 2. Select the start time that you would like off. 3. The date and time you are selecting will display under the calendar. Use the buttons below to change the hour and minutes. 4. Select [OK]. 5. A window will display asking if you wish the whole day off. If you choose [No] you will then be allowed to enter the end time. 6. A confirmation window will display showing the requested time off you entered. 7. The request will display on your schedule calendar (note the highlighted date in first image above) and applied to the scheduler program. 8. The scheduler will now see the request in the scheduler program and can determine whether to grant it or not. Note: This information is also available to staff who use the time clock function only. 20

29 EMPLOYEE FUNCTIONS Internal Mail PixelPoint POS has an internal mail function that is controlled by management in the back office. A mail message can be sent to everyone, to all employees in a specific job position or to an individual person. There are three types of mail messages you can receive: Mail Message This type of message is used for long messages that contain substantial and detailed information. Broadcast Message This type of message can be used to deliver short, one line messages. 21

30 PIXELPOINT USERS MANUAL Response Mail This type of message is used whenever management would like to ask a question to the recipient and receive a Yes or No answer. 22

31 EMPLOYEE FUNCTIONS Till Functions Floats A float is the amount of money you start out with at the beginning of your shift. The purpose of this money is to allow you to provide change to customers. PixelPoint is capable of automatically prompting you to enter your float amount upon clocking in. It is also capable of assuming a fixed float amount upon clocking in. If neither of these options are programmed, then the process for conducting a float declaration is as follows: 1. Select [Your Settings]. 2. Select [Float]. 3. A numeric keypad will display. Enter the amount of the float and press [OK]. 4. A confirmation window will display: You entered is this correct? If you select [No] you will return to the keypad. 5. Select [Yes]. 6. A float chit will print providing all necessary information. It will require a manager s signature for validation. Place this in the till to verify your initial float. Any adjustments performed prior to the float declaration will be included in the total balance on the float chit. You are returned to the Your Settings screen. The adjustments box now displays the value of the float you entered. If the button displayed a value prior to the float, that value will now change to a new balance taking into account the float. 23

32 PIXELPOINT USERS MANUAL Pick Ups A pickup occurs when your till becomes congested with cash. A manager will remove portions of this cash to place in the office safe. The pickup function is used to account for this removal of cash. The process for conducting a pickup is as follows: 1. Select [Your Settings]. 2. Select [Pickup]. 3. A numeric keypad will display. Enter the amount of the pickup and press [OK]. 4. A confirmation window will display: You entered is this correct? If you select [No] you will return to the keypad. 5. Select [Yes]. 6. A pickup chit will print providing all necessary information. It will require a manager s signature for validation. Place this in the till to explain the lack of money. Any adjustments performed prior to the pickup will be included in the total balance on the pickup chit. You are returned to the Your Settings screen. The adjustments box now displays the value of the pickup you entered. If the button displayed a value prior to the pickup, that value will now change to a new balance taking into account the pickup. 24

33 EMPLOYEE FUNCTIONS Pay In A pay-in occurs when you need to put money into your till without associating it with a sale. An example of a pay-in would be when someone owes money to the establishment and has come to pay it off. The process for conducting a pay-in is as follows: 1. Select [Your Settings]. 2. Select [Pay In]. 3. A numeric keypad will display. Enter the amount of the pay-in and press [OK]. 4. A confirmation window will display: You entered is this correct? If you select [No] you will return to the keypad. 5. Select [Yes]. 6. A reasons window will display. Select the appropriate pay-in reason. 7. A keyboard will display. Type a brief description pertaining to this pay-in then press [OK]. 8. A pay-in chit will print providing all necessary information. It will require a manager s signature for validation. Place this in the till to explain the extra money. Any adjustments performed prior to the pay-in will be included in the total balance on the pay-in chit. You are returned to the Your Settings screen. The adjustments box now displays the value of the pay-in you entered. If the button displayed a value prior to the pay-in, that value will now change to a new balance taking into account the pay-in. 25

34 PIXELPOINT USERS MANUAL Pay Out A pay-out occurs when you need to remove money from your till without associating it to a sale. An example of a pay-out would be to pay someone for services such as a cleaning service or emergency supplies. The process for conducting a pay-out is as follows: 1. Select [Your Settings]. 2. Select [Pay Out]. 3. A numeric keypad will display. Enter the amount of the pay-out and press [OK]. 4. A confirmation window will display: You entered is this correct? If you select [No] you will return to the keypad. 5. Select [Yes]. 6. A reasons window will display. Select the appropriate pay-out reason. 7. A keyboard will display. Type a brief description pertaining to this pay-out then press [OK]. 8. A pay-out chit will print providing all necessary information. It will require a manager s signature for validation. Place this in the till to explain the lack of money. Any adjustments performed prior to the pay-out will be included in the total balance on the pay-out chit. You are returned to the Your Settings screen. The adjustments box now displays the value of the pay-out you entered. If the button displayed a value prior to the pay-out, that value will now change to a new balance taking into account the pay-out. 26

35 EMPLOYEE FUNCTIONS Tender Balancing End Of Shift It is the end of your shift. You count the cash, credit cards and other methods of payment in your till. When it comes time to do your cash out, you are presented with a Tender Balance screen which will ask you to enter those totals into the system. PixelPoint POS will then compare those totals to what it calculates you should have. If your numbers match those of the system, you have a balanced till. If any of those numbers are out, they are reflected as an over if you have more than the system calculates or a short if you have less than the system calculates. 1. At the end of your shift, count the money in your till. 2. Select [Your Settings]. 3. Select [Cash Out]. 4. The system will ask if you wish a detailed report. Select [Yes] or [No]. 5. The Tender Balance screen will display. The window at the top displays each method of payment you are required to enter totals for. In the lower left corner of the display is a numeric keypad. Enter your total for the highlighted method of payment. The number will display in the field directly above the keypad. Select the [Enter] button to accept the total. If the amount is negative, select the [+\-] button. To make it positive, select this button again. If you make a mistake when entering the number, select the [Clear] button. 27

36 PIXELPOINT USERS MANUAL Rather than calculating all totals before entering them in, you can use the [Add] button to add the numbers as you type them in (much like a calculator). This is particularly useful when adding up credit card slips. After entering the last one, the calculated total will display in the numeric field. Select [Enter] to accept it. The system will immediately compare your entered total to what it calculates. Any difference in the numbers will be shown as an over or short (meaning that your balance is over or under what it should be). The Calculated column may not be visible. This is called a Blind Tender Balance. The establishment determines whether this column is shown or not. To move from one method of payment to another, use the arrow keys located on the right. You can re-enter totals simply by highlighting the method of payment and entering another number. Listed below is a window showing what the system has calculated for charge tips and adjustments. All of this information will be reported in your cash out report. 6. If you do not wish to continue with the cash out process, select the [Cancel] button. A confirmation window will display asking if you wish to cancel Tender Settlement. If you select [Yes] you will be returned to the Your Settings screen. 7. Select [OK] to print the Cash Out report. Note: If you leave the Your Settings screen after performing a Cash Out, the [Transfer All Checks] and [Cash Out] buttons will be removed from that screen. End Of Day The tender balance function can be set to perform as part of the end of day routine rather than an end of shift process. If this applies to your establishment, tender balancing is performed by the shift manager. To access this function, do the following: 1. From the Floor Layout screen, select [Manager]. 2. Select [Sales Functions]. 3. Select [Tender Balance]. 4. Follow the directions as stated in the End Of Shift section (shown above). However, the numbers entered will be the sum totals from all employees' sales. 5. Upon completion of Tender Balance, perform the remainder of the end of day process. 28

37 EMPLOYEE FUNCTIONS Cashing Out At the end of the shift, employees who have been closing checks may be required to cash out before clocking out. This process requires that all of the employee s checks have either been closed or transferred to another server. At this time, it collates all sales data and generates an Employee Cash Out report. This report identifies transaction information such as how much it was, which method of payment was used and the tip received. 1. From the Table Layout screen, select [Your Settings]. 2. Select [Cash Out]. A tender balance screen may display asking you to enter how much you have in your drawer for each method of payment. This actual amount is compared to what the system calculates to report whether your balance is over or short. Refer to Tender Balancing for further details. The system may request a manager s authorization for you to do a cash out. A window may appear stating Employee Has Open Tables, Will Not Close. This means you have tables still open that you must either close or transfer to another server. A window may appear stating Employee Has Open Charges. This means you have charge transactions which require a tip to be added. Apply all tips then attempt to cash out again. You may be prompted to declare cash tips. 3. A display window will appear asking whether you wish a detailed report or not. [No] will generate a summarized version of the report. [Yes] will generate the same report but with more detailed information. 4. Present the report to management. At this point, you can also Clock Out. The person who closes the check is responsible for the money collected (regardless of who started the check). Cashing out does not end your shift, therefore it is possible to run more than one cash out within a single shift. 29

38 PIXELPOINT USERS MANUAL Cash Out Report The Employee Cash Out report provides information pertaining to the employee s activities within the shift. This includes timeclock information, sales information, money collected and tip information. Listed below is a detailed breakdown of its contents. 1. This section pertains to timeclock activity. Each shift is given a unique index number called Punch Index. Under this is a breakdown of shift work. It shows when you clocked in, when you cashed out, and when you went on break. It calculates your total hours worked and compares that to your scheduled time (if applicable). 2. This section presents a breakdown of sales activity. Product represents item sales by summary group (for example Food, Bar and Beverage). The number in the square brackets represents quantity and the number on the right represents the dollar amount sold. Under that are similar displays of coupons, refunds and returns that were applied. 3. This section provides pertinent statistical information based on your transaction activity. If cash tip declaration is applicable, it will show up at the bottom of this sections too. It is placed here to avoid confusion with charge tips which will be applied to summary calculations at the bottom of the report. 30

39 EMPLOYEE FUNCTIONS 4. This is a breakdown of sales by method of payment. Each shows which transactions used that method of payment, how much was tendered, how much tip was applied and the total of the two. Note: Where it shows cash tips, this represents change. If reporting of cash tips is required, it will be reported in the previous section. 5. Till Adjustments represents floats and pick-ups. In this case, a float was declared and later a manager did a cash pick-up. POS Tendered represents the cash from sales that went into the till. Tip (Charge Card) is a breakdown of all charge tips that are owed to you. Till Pay in/out displays all pay-ins and payouts that were applied. 6. POS Calculated is the grand total for this method of payment. It takes into account all of the information listed above in this section. If you were taken to the tender balance screen prior to printing the cash out report, the numbers you declared in that screen are represented as Employee Declared. If there is a discrepancy between POS Calculated and Employee Declared, the difference will show as Over/Short. 31

40 PIXELPOINT USERS MANUAL 7. This final section gives a summary of results: Cash = Sum of cash POS tendered + Pay-ins Payouts Adjustments = Till adjustments + Pay-ins Payouts Cash (w/adjustments) = Cash + Adjustments Charge (no tip) = Sum of charges POS tendered Charge tips Charge Tip = Sum of charge tips Charge (w/tip) = Charge (no tip) + Charge tip Tendered (no tip) = Sum of POS tendered + Pay-ins Payouts Charge tips Tendered = sum of POS tendered + Pay-ins Payouts 32

41 EMPLOYEE FUNCTIONS Till Assignment The general rule for PixelPoint accountability is that the person who closes the check is the person responsible for the cash (or credit slip). This is sufficient in most cases but not necessarily in all situations. There are times for example when several people may require access to the same cash drawer or when a drawer insert may have to move between different cash drawers or stations. It is situations like these where till assignment may be required. If till assignment has been set up on your system, you will see the [Assign Till] button located on the lower right corner of the login screen. Prior to signing into a station, you must first assign a till to the station. A till is a cash drawer insert. Each insert is assigned its own swipe card. The till card should remain with the insert at all times. It is only required when assigning and unassigning the till to a station. Upon assigning the till to the station, you will see the message Till Not Assigned change to display the name of the assigned till (such as Till #2). From this point on, any employee who signs into that station will have their sales allocated to Till #2. At the time of cash out, the sales will show up in the till s cash out report and not the employee s cash out report. Assign A Till 1. Select [Assign Till] located in the lower right corner of the login screen. 2. Swipe the till card. You are returned to the login screen with the till name listed in the white bar. 3. Log in as you normally would. Place the swipe card in the cash drawer. 33

42 PIXELPOINT USERS MANUAL Unassign A Till 1. Select [Unassign Till] located in the lower right corner of the login screen (this only appears after a till has been assigned). 2. Swipe the till card. You are returned to the login screen with the message Till Not Assigned displayed in the white bar. 3. Place the swipe card in the drawer insert and take it with you. Cash Outs With A Till Because the sales are allocated to the till rather than the employee(s) using it, the individual servers are not required to perform a Cash Out for themselves. The till however, must be cashed out. To cash out a till, do the following: 1. From the log in screen, select [Unassign Till]. 34

43 EMPLOYEE FUNCTIONS 2. You will be prompted to select either a cash out or to unassign the till (see below). If you select [Cashout (X-Read)] the till will be unassigned and you will be cashed out. If you select [Cashout (Z-Read)] the till will be unassigned, you will be cashed out and clocked out. If you select [Unassign Till] you can then take the till insert to another station and re-assign it to another station. The Employee Cash Out report for the till will include a Cashier Transactions section. Within here is the sales information for the individuals (see below). 35

44 PIXELPOINT USERS MANUAL Order-Related Functions Menu Order Screen The menu order screen is displayed when you open a check (be it quick service or table service). This screen is the focal point of your transaction. It is here that you place the order and send it off to the kitchen, bar or other destination to be made. It is also from here that you gain access to the Finish screen to accept payment. Though the layout and content of your screen may be different from this example, the screen components and functions are still the same. Order Receipt Window The Order Receipt Window (1) shows the contents of the order. As items are selected, they are added to this display along with their quantity and price. Product Grid The Product Grid (2) contains all ordering products (being menu items, modifier items and command items). When you select a product, it will display in the Order Receipt section. The contents of the Modifier Grid will also change to display modifier pages appropriate to that product. For example, select [Small Milk] and the Order Receipt Window will display 1 Small Milk and its price. If you select [Small Milk] again, the quantity will change to a 2. If you order any other product prior to selecting [Small Milk] a second time, the second milk will show on its own separate line. 36

45 Modifier Grid EMPLOYEE FUNCTIONS The Modifier Grid (3) contains the modifier pages. When you select a modifier page, the contents of the Product Grid will change to display modifier items appropriate to that button. For example, select [Food Holds] and the Product Grid will display all Hold modifiers. If the number of modifiers exceeds the number of buttons that can display on the screen, press the modify page button again to access the next group. For example, you select [Food Holds] and it shows the first 20 modifiers. To view the next 20 modifiers, select [Food Holds] again. Order Page Grid The Order Page Grid (4) contains order pages. When you select an order page, the contents of the Product Grid will change to display ordering products appropriate to that button. For example, select [Salads] and the Product Grid will display salad products. If the number of products exceeds the number of buttons that can display on the screen, press the order page button again to access the next group. For example, you select [Cocktails] and it shows you the first 20 cocktails. To view the next 20 cocktails, select [Cocktails] again. Check Total Window The Check Total Window (5) shows the net total and total after taxes for the check. This total changes as priced items are ordered or voided. Functions Buttons These are buttons that allow you to perform special functions directly from the order screen. There are two standard buttons: [Sale Type] which allows you to identify the type of sale to ensure the order is processed accordingly, and [Void Item] which allows you to remove an item that has been applied to the order. For a list of all custom function buttons, refer to the Custom Function Buttons page. Arrow Buttons These buttons scroll the Order Page Grid. Pressing the down arrow, the order page buttons will scroll down to the next set of rows containing order page buttons. These buttons are typically used for toggling between meal menus. For example, the establishment has a breakfast menu displayed in the Order Page Grid. When lunch time comes, you press the down arrow and it now displays the lunch menu. Your Order Page Grid will remain on the lunch menu until you press either of the arrows to move up to the breakfast menu or down to the dinner menu. You will automatically be returned to the top level menu on your next shift. Status Line The status line is a dark gray bar dividing the Order Screen from the Order Operations Bar. From left to right, it displays the number of customers applied to the table/check. Next, in table service mode, it shows the seating time (when the table was opened). If in quick service mode, it displays the value of the previous order. The middle section displays the member name (if applicable) or the check label (if applicable). And finally on the right it displays the name of the server who owns this check. 37

46 PIXELPOINT USERS MANUAL Order Operations Bar [P.] The PixelPoint logo button will log you out of the system, returning the display back to the login screen. Just to the right of this button is a display that indicates the table number you are working on. If in quick service mode, the number will be lead by a Q, indicating quick service. [@1] This button identifies quantity. If you select this, a numeric keypad will display. Enter the number of items you wish to order then press the [OK] button. The Quantity button display will change to reflect the quantity you are ordering. For example, if you chose 5, the button will now display as [@5]. At this point, you select the desired product. The item displayed in the Order Receipt Window will now show a quantity of 5. If you select [>9] prior to entering the desired quantity, you can apply fractional quantities, such as 0.5 or The quantity button can be applied to voids as well. See Voids for further details. [Finish] This icon takes you to the Finish Screen which will allow you to apply discounts, coupons and settle the check. [Split Checks] In Table Service mode, the next icon is [Split Checks]. This takes you to the Split Check screen which will allow you to split the check between customers. Refer to Split Checks for further information. [Save Check] In Quick Service mode, the split checks icon is replaced with either [Save Check] or [Get Check], depending on where you are within a transaction. If the check on the screen is blank, the icon will show [Get Check] allowing you to retrieve a saved check. Once you order something, the icon will change to [Save Check] allowing you to save the check for future retrieval. These two functions are typically used for applying Tabs in a quick service environment. These functions can be removed from the screen if the establishment chooses. [Functions] This icon takes you to the Functions menu screen. From here you will be able to apply a wide variety of functions to the check. Refer for Functions for further information. [Leave Table] This icon appears In Table Service mode. It will save and exit this check and return you to the Table Layout Screen. [System] This icon appears in Quick Service mode. If no action is performed on the blank check, this button will allow you to access the Table Layout Screen. Once something is ordered, this icon will not function until you close or save the quick order check. 38

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48 PIXELPOINT USERS MANUAL Closing A Check Settling A Table You have presented Table 4 with their check and have been given payment for the meal. It is now time to settle the check. 1. Log in. 2. Select the table [4] icon. The order screen displays. 3. Select [Finish]. Before settling the check, let us first examine the contents of the Finish Screen. Order Receipt This window (1) is the Order Receipt. This contains the items that were ordered, their quantities and prices. Totals Window The Totals Window (2) shows the net total of the check, all applicable taxes and gratuities, and the final total. Listed alongside this are several function buttons. [Void Item] allows you to remove an item from the guest check. [No Tax] will allow you to remove a tax from the guest check. [Help] will provide on-line help. Table Number This area (3) identifies the table number being worked on. 40

49 Amount Received EMPLOYEE FUNCTIONS This field (4) identifies the amount received by the customer. You enter this amount using the keypad below. Payment Options This area (5) is the Payment Options Window containing a list of all possible methods of payment you could apply. [CASH] This is the Payment Button. Its name of Cash will change when you select one of the methods of payment from the Payment Options Window. Use this button to apply the payment. [Print Receipt] This button will print the guest check. [Coupons] This button will display a list of all coupons and discounts which could be applied. [Special] This button will display a list of all applicable member-related incentive programs. A member with accumulated points must be assigned to the check before this will offer anything. If no member is currently assigned to the check, you will be prompted to apply the member record (see below). Refer to Applying A Member for further details. [Divide By] This button will allow you to split the Final Total without splitting the check itself. Using this, you could inform the customers what their share of the total comes to. Quick Tender Buttons The buttons labelled 100, 50, are quick tender buttons (optional). In the case of this example, the total owing is $ The customer gives you a $50 bill. Rather than use the keypad to enter it in, you can select [50] and the system will put that amount in for you. It may also be set to assume $50 Cash. 41

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51 EMPLOYEE FUNCTIONS Settle To Cash From the Finish screen; 1. Use the keypad to type in the amount of cash given to you. 2. Select the Payment Button (which shows Cash by default). The total in the Amount Due Window will change to show change owing. The cash drawer may open and a final receipt may print. Management authorization may be required. 3. Select either the Payment Button again or [Leave] to exit the Finish screen and return to either the Table Layout screen or a blank check (depending on whether you are in table service mode or quick service mode). Or press the [P.] logo button to log out. Though settled, the check will not be finalized until you complete Step 3. If you are given exact change, you do not need to enter the amount using the keypad. Simply press the Payment Button to assume exact change. Cash refers to your local currency. If your establishment accepts multiple denominations, all foreign currencies will have their own payment titles. 43