PixelPoint Users Manual

PixelPoint Users Manual

Table Of Contents Welcome...1 Publication Details...3 What's New...5 PixelPoint POS Version 8.0...5 Employee Functions...7 Employee Functions Overview...7 Basic Order...8 Shift Operations... 11 Shift Operations Overview... 11 Clocking In... 12 Logging In and Out... 13 Breaks... 15 Clocking Out... 16 Authorizing Clock In/Out... 17 Time & Attendance Only Users... 18 Your Schedule... 19 Internal Mail... 21 Floats... 23 Pick Ups... 24 Pay In... 25 Pay Out... 26 Tender Balancing... 27 Cashing Out... 29 Cash Out Report... 30 Till Assignment... 33 Menu Order Screen... 36 Settling A Table... 40 Settle To Cash... 43 Settle To Foreign Currency... 44 I

TABLE OF CONTENTS Settle To Debit... 45 Settle To Credit Card (Without Credit Authorization)... 46 Settle To Credit Card (With Credit Authorization)... 47 Settle To Member Account... 48 Settle To Gift Card... 49 Settle To Multiple Tenders... 50 Local Printing... 51 Remote Printing... 54 Print Receipt... 57 Member Screen... 59 Members... 62 Member Payments... 64 Selling Gift Cards... 65 Bar Codes & PLU's... 69 Custom Function Buttons... 70 Forced Questions... 73 Price Levels... 77 Product Types... 78 Rentals... 81 Split Checks... 83 Tips... 85 Voids... 88 Functions Menu... 90 How To Make Item... 92 Charge Gratuity... 93 Label... 94 Table Service... 95 Table Service Overview... 95 Starting A Table... 96 Table Orders... 97 Bussing... 102 II

Table Layout Screen... 103 Your Settings Screen... 105 Your Trans Screen... 109 Billboard Screen... 112 Functions Menu... 114 Set # Of Customers... 116 Transfer Check... 117 Move Table... 118 Join Tables... 119 Move Items... 121 Create Splits By Seating... 122 Detailed Order Info... 123 Quick Service... 124 Quick Service Overview... 124 Quick Service... 125 Pick Up Orders... 126 Drive-Thru Service... 128 Combos... 131 Size Up/Down... 131 Weighed Items... 132 Functions Menu... 133 Member/Delivery... 135 Bar Service... 138 Bar Service Overview... 138 Transaction View Mode... 139 Running A Tab... 141 Functions Menu... 143 Stop All Timers... 145 Re-Order... 146 Cashier Service... 147 Cashier Service Overview... 147 TABLE OF CONTENTS III

TABLE OF CONTENTS Cashiers In Table Service... 148 Cashiers In Quick Service... 150 Delivery / Pick Up Service... 151 Delivery / Pick Up Overview... 151 Delivery Screens... 152 Order Taker... 155 Driver... 157 Delivery Dispatch... 160 Delivery Scenarios... 161 Pick Up Orders... 164 Delivery Features... 165 Hostess Service... 169 Hostess Service Overview... 169 Host/Hostess Operations... 170 Seating Customers... 176 Reservation... 179 Manager Functions...183 Manager Functions Overview... 183 System Concept... 184 Start Of Day Concept... 187 End Of Day... 188 End Of Day Concept... 188 End Of Day Non-24 Hour Operation... 190 End Of Day 24 Hour Operation... 191 Manager Functions Menu... 192 Manager Functions... 192 Sales Functions... 194 Set Weather... 197 Back Office... 198 Report Viewer... 199 Report Viewer Reports... 200 IV

Transaction Viewer... 202 Employee Time Clock... 205 Shift Rules... 206 Change Timeclock... 209 Authorization Manager... 211 Employee Functions... 214 View Scheduler... 217 Product Functions... 219 Special Functions... 223 Printer Manager... 225 Reservation Functions... 227 Show Delivery Status Form... 228 General Functions... 229 Functions Menu... 229 Post Inventory Usage... 231 Easy Add New Item... 233 Void Entire Check... 234 Pre-Setting Gift Cards... 235 Training Mode... 237 Security... 238 Troubleshooting... 242 Correcting Mistakes... 242 Preventative Maintenance... 246 System Problems... 249 Glossary...251 Index...255 TABLE OF CONTENTS V

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

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 www.pixelpointpos.com. 2

Publication Details Documentation Details This document was developed by PAR Technologies, PixelPoint Software Group. For content revisions, questions, or comments, contact the writers at publications@pixelpointpos.com. Copyright (C) PAR Technology Corporation 2006. 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

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: www.pixelpointpos.com 4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 12.75. 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

EMPLOYEE FUNCTIONS 39

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

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, 20... are quick tender buttons (optional). In the case of this example, the total owing is $47.03. 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

PIXELPOINT USERS MANUAL 42

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

PIXELPOINT USERS MANUAL Settle To Foreign Currency From the Finish screen; 1. Select the desired currency from the Payment Options Window. The Payment Button will automatically change to that method of payment. Notice that the required amount for that denomination is shown next to its title in the Payment Options Window. 2. Use the keypad to type in the amount given to you (in that currency). 3. Select the Payment Button. The amount due will now show change owing in base currency. You will notice that it also shows change owing in the foreign currency next to its title in the Payment Options Window and on the Payment Button. The cash drawer may open and a final receipt may print. Management authorization may be required. 4. Select either the Payment Button again or [Leave] to exit the Finish screen and return to 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 4. 44

EMPLOYEE FUNCTIONS Settle To Debit Settlement to debit can be performed with and without PixelPoint's credit authorization system (CreditCheck ). Debit Without CreditCheck A separate debit system will manage the actual bank settlement of the transaction. Swipe, enter and settle the transaction through this system as per the manufacturer's instructions. However, you will still need to complete the transaction within PixelPoint. After settling the transaction through the separate debit system; 1. Retrieve the check and select [Finish]. 2. Use the keypad to type in the final amount approved through the debit machine Some debit systems allow you to apply a debit tip. If this has been applied, over-tender the amount you enter on the Finish screen. This must represent the final total including debit tip. 3. Select [Debit] from the Payment Options Window. 4. Select the Payment Button. The cash drawer may open and a final receipt may print. Management authorization may be required. By over-tendering, the debit tip will be displayed as change. This will be reflected in your Cash Out report. 5. Select either the Payment Button again or [Leave] to exit the Finish screen and return to 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. Debit With CreditCheck 1. From the Finish screen; 2. Select [Debit] from the Payment Options Window. 3. Select the Payment button. 4. Swipe the debit card through the card reader when prompted. Management authorization may be required. 5. PixelPoint will interface with the debit card system at this point. Follow the prompts initiated by the debit system. If approved, the debit receipt will print and the system will close the check. If declined, the check will remain open. Inform the customer and seek another method of payment. 45

PIXELPOINT USERS MANUAL Settle To Credit Card (Without Credit Authorization) It is assumed that if you are settling a credit transaction without using PixelPoint's credit authorization system (CreditCheck ), that you have a separate credit authorization system in place. In this situation, you would use the other system to manage the pre-authorization, application of charge tip and final settlement of the transaction. The steps listed below pertain to the recording of this within PixelPoint in order to settle the transaction. After settling the transaction through the separate credit authorization system; 1. Retrieve the check and select [Finish]. 2. Use the keypad to type in the amount signed for on the credit slip (this is the bottomline total including charge tip). 3. Select the desired credit payment from the Payment Options Window. The Payment Button will automatically change to that method of payment. 4. Select the Payment Button. The cash drawer may open and a final receipt may print. Management authorization may be required. By over-tendering, the charge tip will be displayed as change. This will be reflected in your Cash Out report. 5. Select either the Payment Button again or [Leave] to exit the Finish screen and return to 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 5. 46

EMPLOYEE FUNCTIONS Settle To Credit Card (With Credit Authorization) Credit cards are processed directly through the PixelPoint POS system. PixelPoint's CreditCheck module is required for this function to work. Upon receiving the customer's credit card, you log into the station and retrieve the check. From the Finish screen; 1. Select the desired credit card from the Payment Options Window. 2. Select the Payment button. 3. Swipe the credit card through the station's card reader when prompted. Management authorization may be required. 4. Once swiped, you will be brought out to the Table Layout screen or a blank check (depending on whether you are in table service mode or quick service mode) while the charge is being processed. If approved, the charge slip will print and the system will close the check. If declined, the check will remain open. Inform the customer and seek another method of payment. 5. Take the charge slip to the customer to be signed. There will be two copies. Depending on your printer, one dual-ply slip or two single-ply slips will print. 6. Retrieve your copy of the signed charge slip. 7. Apply the charge tip. Note: The authorization approval slip may vary based on the method of payment. For example, a gift card approval slip may appear differently from a credit card approval slip. Pre-Authorized Credit Void Using CreditCheck, you have closed a check to a credit card and wish to reverse that. It will be necessary for you to Void the pre-authorization prior to retrieving the check for retendering. This will require a manager to do it. To accomplish this, do the following: 1. From the Table Layout screen, select [Manager]. 2. Select [Authorization Manager]. 3. Highlight the pre-authorized transaction from the List Pre-Authorized display. 4. Select [Void]. 5. Follow the prompts and choose [Unclose]. This will unclose the transaction allowing you to re-tender the transaction. 47

PIXELPOINT USERS MANUAL Settle To Member Account Member accounts are member records with a credit limit that the establishment has granted. The establishment will bill the member who in turn will make payments toward that balance. Regardless of the member's balance, the member's account can still be used for collecting client retention points which can be applied to member promotions. To pay by Member Account, do the following: 1. Select [Finish]. 2. Select [On Account] from the Payment Options Window. 3. Select the Payment button. 4. Swipe the member card through the station's card reader when prompted. If no card, apply the member to the check by name or phone number using [Functions], [Member/Delivery]. You may also be able to use a custom function button on the order screen (if provided). Management authorization may be required. 5. Once swiped, you will be brought out to the Table Layout screen or a blank check (depending on whether you are in table service mode or quick service mode) while the charge is being processed. If approved, the charge slip will print and the system will close the check. If declined, the check will remain open. The allowable balance on the card will be shown (see below). Inform the customer and seek an additional method of payment to cover the remaining amount. You will have to close the check using multiple tendering if you wish to include the existing account balance. 6. Take the charge slip to the customer to be signed. There will be two copies. Depending on your printer, one dual-ply slip or two single-ply slips will print. 7. Retrieve your copy of the signed charge slip. 8. Apply the charge tip. 48

EMPLOYEE FUNCTIONS Settle To Gift Card Gift Cards are member accounts that have a pre-paid credit balance. This balance can be replenished to any amount at any time. Should it reach a zero balance, the card can still be used for collecting client retention points which can be applied to member promotions. To pay by Gift Card, do the following: 1. Select [Finish]. 2. Select [Gift Certificate] from the Payment Options Window. 3. Select the Payment button. 4. Swipe the gift card through the station's card reader when prompted. Management authorization may be required. You will be prompted to confirm the identity of the member. 5. Once swiped, you will be brought out to the Table Layout screen or a blank check (depending on whether you are in table service mode or quick service mode) while the charge is being processed. If approved, a charge slip will print and the system will close the check. If declined, the check will remain open. The allowable balance on the card will be shown (see below). Inform the customer and seek an additional method of payment to cover the remaining amount. You will have to close the check using multiple tendering if you wish to include the existing card balance. 6. Take the charge slip to the customer to be signed. There will be two copies. Depending on your printer, one dual-ply slip or two single-ply slips will print. 7. Retrieve your copy of the signed charge slip. 8. Apply the charge tip. 49

PIXELPOINT USERS MANUAL Settle To Multiple Tenders In this example, the amount of the check is $38.34. The customer gives you $10 cash and asks that $10 be put on Visa and the remainder be put to MasterCard. This is referred to as "split tendering". When doing split tendering, always begin with the amount of cash given to you, then apply the remaining methods of payment after that. 1. Select [Finish]. 2. Enter the amount of cash given, in this case $10. 3. Select the Payment Button (it should show Cash). A blue window will appear showing that you entered $10 cash. The total owing will change, showing the amount still outstanding. 4. Enter the next amount of $10.00. If not using CreditCheck, pre-authorize the credit card and have the customer sign the charge slip first. If a charge tip was applied, you will over-tender the credit card portion. For example, the customer left a $5 tip, you would enter $15.00 rather than $10.00. The system will record that you are owed a $5 charge tip. 5. Select the desired credit card in the Payment Options Window. 6. Select the Payment Button. 7. When the charge slip prints, give it to the customer to sign. Keep your copy. 8. Repeat steps 2-7 for the MasterCard, except enter the remaining amount rather than $10. 9. Apply the charge tip if applicable. 50

EMPLOYEE FUNCTIONS Printing Local Printing This term refers to the printing you do at the local printer (situated at the station). Checks & Receipts You can generate both a check and receipt by selecting [Finish] then [Print Receipt]. Among the various items shown on the receipt are the quantities, descriptions and prices of the items that were ordered. All food items are grouped together as are the bar items, nonalcoholic items and merchandise items. Though it is possible to change the layout and contents of the receipt, the example below shows a typical receipt. Sample Check Sample Receipt Charge Slips If using credit authorization (PixelPoint CreditCheck ) the charge slip(s) prints at the local printer. Though it is possible to change the layout and contents of the charge slip, the example below shows a typical slip. 51

PIXELPOINT USERS MANUAL Cash Out The employee cash out report provides detailed information about the employee's activity during the shift. It provides sales related information, time clock information and statistical information pertaining to number of customers, transactions, voids, discounts and much more. 52

Clock Out EMPLOYEE FUNCTIONS The clock out slip tells you when the employee clocked in, went on break and clocked out. Management Reports Management reports can be printed on the local printer, providing sales, time clock and operational information. To retrieve these, select [Manager], [Sales Functions] then one of the reports. Employee Schedules If using the scheduling module (PixelPoint StaffTime ) employees can print out their schedules for the upcoming week or two weeks. To do this, select [Your Settings] then [Print Next Week's Schedule]. How To Make A description of every item on the menu can be provided. By selecting the item, [Functions] then [How To Make], you can print the description (if available). Adjustments Within [Your Settings] is an adjustments section for performing pay ins, pay outs, pick ups and declaring floats. A receipt slip will print on the local printer for each one. Billboard Lists If you select [Billboard] from the Table Layout screen, you will see three columns containing lists of specials, desserts and sold out items. You can print any of these list from this screen. 53

PIXELPOINT USERS MANUAL Remote Printing The term remote printing refers to printing performed at printers not next to the station you are working on. Remote printers are typically situated in the kitchen and at the bar. The function of remote printing is for preparation of the order. At the top of the remote print is information identifying the order. The large number (1) in the above example is the transaction number. On the next line down is the date and time of the order along with the order number which is a sequential counter of your print jobs. The next line (2) displays the table number along with the number of guests (in brackets). Sort By Seat If seating is being applied at the establishment, the remote print can reflect this so that the person preparing the order will know which seat is getting which item(s). Sort By Report Category The remote print can be sorted by report category so all wines are together, all beers are together and so on. Sort By Print Priority The establishment selects it's own hierarchy of printing so Product X is first, Product Y is second and so on. 54

Sort By Course EMPLOYEE FUNCTIONS If courses are being applied at the establishment, the remote print can reflect this so all appetizers will be together, all entrees are together and so on. It will not matter what order the items were ordered in, the print will sort by course. In the case of applying courses (whether sorting by them or not), the line items may also be lead with a course prefix allowing you to identify which item is an appetizer, which is main course and which is dessert. This prefix could be a letter, number, symbol, word or combination of any of these. Combined Sorts You can combine any of the above sorts. For example, you can have the order print in the kitchen sorted by course then by seat. The criteria listed above can be separated on the remote print by a dashed line or a page cut (depending on printer capability). For example, appetizers will print followed by a separator, then main course, separator, then desserts. It can also be set to perform a page cut separator after every item. Print Consolidation A large order prints in the kitchen. The chef needs to know what meats to put on the grill right away. A consolidation print can be added to the remote print which will summarize key products (such as grill items) at the bottom of the remote print. 55

PIXELPOINT USERS MANUAL The criteria for consolidated printing can be anything. Consolidation of an item is activated within its programming in System Setup. Filter By Sale Type Your establishment may have separate printers based on the type of sale. For example, one printer for Dine-In meals and one printer for Take-Out meals. If this is the case, the system is able to determine which printer to send the meal to based on the Sale Type selected when the order is placed. There will be a sale type button on the Order screen. Make sure it is set to the appropriate sale type to ensure that the order goes to the right printer. Otherwise a customer seated at a table may get their meal in a box instead of on a plate. 56

EMPLOYEE FUNCTIONS Print Receipt To print a receipt, do the following: 1. Select [Finish] which presents the Finish Check screen. 2. Select [Print Receipt]. The guest check will print. 3. Select [P.] located in the lower left corner of the screen to log out. Present the check to the customer. The receipt contains a header (containing the name and address of your establishment) and footer (containing a message of thanks from your establishment). It also contains information regarding the table, server, time and date of service. The main body of the receipt contains all chargeable items, their quantities and prices. Under this is the total before taxes, each applicable tax and the final total. If other charges such as discounts or gratuities were applied, they will be shown as well. The chargeable items are grouped so that all food is together as are all non-alcoholic beverages, alcoholic beverages and merchandise items. Note: The receipt layout at your establishment may not match the example above. It is customizable. Re-Print To re-print the receipt for a check that has not been settled: 1. Open the check. 2. Select [Finish]. 3. Select [Print Receipt]. The guest check will print. However the word REPRINT will also be on the check indicating that this check was printed earlier. To re-print the receipt for a check that has been settled: 1. From the Table Layout screen, select [Your Settings]. 2. Select [Your Trans]. 3. Select [Show Closed Transactions] 57

PIXELPOINT USERS MANUAL 4. Select the closed check from the list above. 5. Select [Print Receipt]. If you know the transaction number, you can skip steps 4-6 by selecting [Print Receipt By #] and entering the transaction number. Management authorization may be required to re-print a receipt. 58

EMPLOYEE FUNCTIONS Members Member Screen There are four tabs in the member screen. The first is the Info Tab (see below). This contains basic information including member name, address and phone number. Along with this is delivery information such as the zone in which the address is located and directions to the customer's residence. Other information includes the member group the customer belongs to, the company they work for (in the event the establishment bills the company for its employee transactions) and email address. There is also a check box indicating whether this is a Gift Certificate/Card account. The gray buttons along the bottom contain order information on the last three meals the member had ordered (the member had to be applied to the meal in order for it to be connected to the member record). The keyboard icon is used for entering information in the various fields or simply touch the field to present the keyboard screen. The area in the bottom right shows the amount of credit available (be it prepaid as a gift card or granted house credit) and the amount owing. The second tab shows statistical information about the customer. The Current Points field shows how many client retention points the member has accumulated. These points, along with other member information, will show up on the receipt. The internal memo on the right contains open text that can contain any pertinent information about the customer. 59

PIXELPOINT USERS MANUAL The third tab contains further information that can be applied to a personalized card. You can apply a digital photograph of the customer, assign the swipe card to the member record, and associate the member with a company in the event the company is to be invoiced for the member's On Account purchases. The fourth tab allows you to schedule the current transaction as a future order. When applying the member to a check, you go to this tab and select [Schedule] (if available). Follow the instructions to determine when the customer needs the order ready. The order will then print in the kitchen with sufficient lead time in order to have it ready when requested. 60

EMPLOYEE FUNCTIONS 61

PIXELPOINT USERS MANUAL Members PixelPoint POS allows you to apply members to the system. These members are used for a variety of functions: Incentive Programs House Credit Reservations Delivery Orders Take Out Orders Web-based Ordering Members can be retrieved by their last name, phone number or member card/number. If the member has a card, you can apply them to a transaction simply by swiping the card while the check is up on the screen. Incentive Programs Some establishments like to track customer purchases and reward such patronage in the form of discounts and merchandise. This is possible with PixelPoint in by applying points to the various menu items. When you apply the member to the check, the points accumulated for the meal are then applied to that member's account. Upon reaching certain point amounts, the member will become eligible for certain incentives. For example: You can redeem 500 points to get a 25% discount off your meal. House Credit There are two forms of house credit that can be applied to members. The first is in the form of a Gift Card. The member is provided with a card (it can be a swipe card) with a pre-paid dollar value applied to it. The card is used as a method of payment, depleting the funds that were pre-purchased. The customer can replenish the card funds at any time and even if the balance reaches zero, the card can still be used to retrieve the member record and apply points for incentive programs. The second form of house credit is a House Account. Members are granted a line of credit with the establishment. They pay "On Account" and can be billed monthly. The member can also apply payments at their convenience. They are given a credit limit and the balance is recorded and updated as purchases are applied. Ordering When calling in a reservation, delivery, take out order or placing a web-based order, the establishment will require that a name, phone number and possible further information be applied to it. Since you are taking this information anyway, it only makes sense to apply it to a member account. One member account can be applied to all of these forms of ordering. PixelPoint POS allows you to apply members to different groups. Different groups may have different incentive settings applied to them so make sure you apply the member to the proper group. 62

Member Groups Different members can belong to different groups and in so doing, acquire different incentives within the system. EMPLOYEE FUNCTIONS Price - A member of one group may pay a different price for the same item ordered by the member of another group. Points - A member of one group may acquire 10 points for ordering an item while the member of another group may acquire 20 points. Discounts - A member of a certain group may have a coupon automatically applied to their check simply because of the group they belong to. Note: PixelPoint's CreditCheck module is required for any member activity involving the application of credit (Gift Cards, House Accounts, Web-based ordering). 63

PIXELPOINT USERS MANUAL Member Payments In the case of House Accounts, members are granted a line of credit with the establishment. They pay "On Account" and can be billed monthly. The member can also apply payments at their convenience. They are given a credit limit and the balance is recorded and updated as purchases are applied. PixelPoint's CreditCheck module is required for this function to work. To apply a payment to a member account, do the following: 1. Open a table/check. 2. Select [Functions]. 3. Select [Member/Delivery]. 4. Retrieve the member record. 5. Select [Use Member] to return to the Order screen. 6. Select [Finish]. 7. Enter the amount of the payment. 8. Select [On Account] as the method of payment. 9. The system will ask if you want to sell a Gift Card. 10. Select [Yes]. 11. The system will ask if you want to apply the amount to the member assigned to this check. 12. Select [Yes]. 13. Returning to the Finish screen, you will now owe payment in the amount of the credit payment. 14. Enter the amount owing and select the method of payment you are using to pay the debt. 64

EMPLOYEE FUNCTIONS Selling Gift Cards A gift card (or gift certificate) works much like a credit card in that you can pay for all or part of your meal using the balance on the card. The difference however, is that the balance is paid for up-front. By using the card, you are then depleting those pre-purchased funds. Once the funds are depleted however, the card can still be used for points incentive programs (such as redeeming 100 points for a free dessert). The funds can also be replenished to any amount at any time. Note: PixelPoint's CreditCheck module is required for this function to work. 1. Open a check with zero customers. 2. Select [Finish]. 3. Enter the amount of the gift card. 4. Select [Gift Certificate] (this is a method of payment the establishment creates for gift cards). 5. The system asks if you want to sell a Gift Card. Select [Yes]. 6. The system will prompt you to swipe the Gift Card. Take one and swipe it. 7. The member screen will display. Enter the recipient's information. 8. Select [Use Member]. 9. The credit authorization slip will print and you will be returned to the Finish screen to accept payment. Replenishing A Card Balance 1. Open a new check. 2. Select [Finish]. 3. Enter the desired amount to be added to the Gift Card. 4. Select [On Account] as the method of payment. 5. A confirmation window will display. Select [Yes]. 6. The system will ask you to assign the swipe card. Swipe the gift card. 7. The member record is located and a confirmation window prompt will appear. Select [Yes]. 8. When it comes back approved, a credit sales slip will print. Have the customer sign this. 9. Close the check to the desired method of payment. 65

PIXELPOINT USERS MANUAL The revised balance is applied immediately. Gift Card Wizard A gift card wizard now exists to further simplify the process of selling gift cards. This method also allows you to sell gift cards without having to open an empty check (you can have ordered items on the check as well). The wizard is applied as follows: 1) Go to the Finish screen and select [Gift Card]. A window will display allowing you to specify whether you are applying this to gift cards, or to a member account. Select either one the click [OK]. 2) The wizard then displays. At this point, you can create gift card accounts. 66

EMPLOYEE FUNCTIONS I. Select a value (use one of the pre-set buttons or enter a different amount). II. If you wish to apply it to a specific member record, click on the [Select] button to bring up the member screen. If you are assigning it to a gift card, simply swipe it. If the gift card does not have a magnetic strip, select [Manual Enter] to assign a number. III. At this point, you can repeat the process to create another gift card. You can continue to do this indefinitely to multiple cards within a single transaction. 3) When completed, select the [Finish] button. PixelPoint takes the information, processes the member/gift card records and applies the selected balances to their respective accounts. 4) When completed, you are returned to the Finish screen. Each gift card record is applied as a separate tender entry. The total sum of all card values shows in the [Amount Due] window. 67

PIXELPOINT USERS MANUAL The advantage of this wizard (aside from obvious simplicity) is that you can sell multiple gift cards in a single transaction. It also has the added benefit that you can apply this to an existing check rather than need to open a blank one. 68

EMPLOYEE FUNCTIONS Bar Codes & PLU's Product Bar Code Bar coding can be applied to products. Upon scanning an item in the order screen, the bar code will retrieve the product containing the corresponding UPC (Universal Product Code) code. The UPC number is contained in the programming of the product item. Upon scanning the bar code, the item will be applied to the check. Using this type of application, PixelPoint is able to function in a retail environment. As the items are scanned, they are applied to the check. Coupon Bar Code Bar coding can be applied to coupons. Upon scanning a coupon in the finish screen, the bar code will retrieve the coupon containing the corresponding UPC (Universal Product Code) code. The UPC number is contained in the programming of the coupon. Upon scanning the bar code, the discount will be applied to the check. Transaction Bar Code Bar coding can be applied to transactions. The customer check can be printed with a bar code that matches the transaction reference number. Upon scanning the bar code, the check will be retrieved. This can be applied to several different situations. It can be used by cashiers to quickly retrieve a guest check. It can be used by servers for quick application of charge tips. It can be used by delivery drivers to select orders to be taken. Obviously, a bar code scanner will be required for any of these functions to work. You will also need a printer capable of printing bar codes in order for the transaction bar code to print. PLU Numbers There may be situations where it would be easier to enter a product reference number rather than have a button dedicated to the item. Establishments with extensive wine lists often do this. They will have a menu or list containing all brands of wine with a reference number printed next to each. A custom function button [PLU Lookup] can be applied to the order template to allow you to order these items using their reference number. Upon selecting it, a keypad will display. Enter the reference number and select [OK]. The product with the corresponding reference number will be applied to the check. 69

PIXELPOINT USERS MANUAL Custom Function Buttons [Charge Gratuity] Apply a gratuity to the check. Upon selecting it, a keypad will display asking you to enter the percentage of gratuity you wish to present on the customer receipt. Charge Gratuity can also be applied by selecting [Functions] then [Charge Gratuity]. [Close Cash] This function button will close the transaction to cash. It will assume exact change. [Create Splits By Seating] If seating positions have been applied to the check, this function will create split checks, one per seat. It can also be applied by selecting [Functions] then [Create Splits By Seating]. [Detailed Order Info] This will display detailed information about an ordered item. Select the item, then select this button. It can also be applied by selecting [Functions] then [Detailed Order Info]. [Easy-Add New Item] This will allow you to add a new item to the order screen. Select a blank button, then select this button. It can also be applied by selecting [Functions] then [Easy Add New Item]. [How To Make Item] This displays in-depth information about the selected item. Select the item, then select this button. It can also be applied by selecting [Functions] then [How To Make Item]. [Label] This allows you to enter label for the check. It can also be applied by selecting [Functions] then [Label]. [Member /Delivery] This retrieves the Member screen for assigning a member to the check. It can also be applied by selecting [Functions] then [Member/Delivery]. Members that exist in the primary database can be assigned to a transaction simply by swiping their member card on the order screen. [Move Items] This allows you to move ordered items from one table to another. It can also be applied by selecting [Functions] then [Move Items]. [Move Table] This allows you to move an entire check from one table to another. If the destination table already has a check on it, the two checks will be merged. It can also be applied by selecting [Functions] then [Move Table]. 70

[PLU Lookup] EMPLOYEE FUNCTIONS Allows you to enter an item by it s PLU (Price Look Up) number. A PLU number must be programmed into the product for this function to work. [Post Inv Usage] This allows you to manually adjust stock usage of recipe items. An example of this would be to record what inventory was used in a buffet. It can also be applied by selecting [Functions] then [Post Inv Usage]. [Print Receipt] This prints the receipt. It can also be applied by selecting [Finish] then [Print Receipt]. [Preset Quantity] In place of using the quantity [@1] button, you can use quantity buttons with a preset value. [Quick Unclose] This button allows you to view the last 20 orders in order to find the desired one for unclosing. This significantly speeds up the check correction process in quick service environments. [Re-Order] This will allow you to reorder previously ordered items by presenting a list of the ordered items. From this list, you select the items you wish reordered. It can also be applied by selecting [Functions] then [Re-Order]. [Return Exchange Item] In a retail environment, this function allows you to apply an item return for refund. [Seat Number] In a table service environment, this button allows you to navigate between seat numbers. By default, it will produce a numeric keypad prompting you to enter the desired seat number. Upon entering it, you will be taken to the last item ordered by that seat number, allowing you to order more items for that seat. If the button is renamed to a number, it will automatically take you to the last item for that corresponding seat number. [Send Order] When ordering items in a rush situation, you can send off the selected items (up to this point) without leaving the check. This will allow the items to print remotely while you continue taking the order. [Set # of Customers] Allows you to change the number of customers at the table. This function can also be applied by selecting [Functions] then [Set # of Customers]. [Size Down] This allows you to down-size an item to a smaller one. For example, it will change a Medium Pizza (and associated toppings) to a Small Pizza (with the same associated toppings). 71

PIXELPOINT USERS MANUAL [Size Up] This allows you to up-size an item to a larger one. For example, it will change a Regular Combo to a Super Size Combo (being larger Fries and Drink). [Stop All Timers] This halts all rated (rental) items on the check that are accumulating time. It can also be applied by selecting [Functions] then [Stop All Timers]. [Substitute] This allows you to substitute an item in a forced question with another selection, such as substituting fries with onion rings. You must select the ordered modifier then [Substitute]. This will re-display the forced question allowing you to select a different item. This function is ideal for single choice forced questions but is not recommended for multiple choice questions (such as pizza toppings). [Transfer Check] Allows you to transfer the current check to another employee. It can also be applied by selecting [Functions] then [Transfer Check]. [Void Entire Check] This allows you to void all sent items on the check. It can also be applied by selecting [Functions] then [Void Entire Check]. 72

Forced Questions EMPLOYEE FUNCTIONS When you order an item, the system may automatically ask you a question pertaining to it. The question could refer to how you want it cooked or what kind of sauce you with on it. This is a forced question (sometimes also referred to as a forced modifier). Button Format Forced Questions can appear in two formats. The first is using a button screen (see below). In such instances, each selection has its own button. Using this format, the question may allow you to select the same item more than once. Notice that in the upper left area it indicates that the minimum number of answers is 1 and the maximum number of allowed answers is also 1. This means that the question must accept 1 answer and no more than that. List Format The second format is one using a list of the selections. This method works well when there are many items to choose from and you need to fit them all into the screen in a way that the selections are easy to find. Notice in the upper left it also shows the minimum and maximum. In this case, it requires two answers and no more than that. You will also notice that the price the selections (in this case pizza toppings) is also shown. This is useful when some or all of the items may carry an extra charge. 73

PIXELPOINT USERS MANUAL Split Modifiers In the second example, there is also a [Split] button. This indicates that this particular question will allow you to split the modifier (in this case pizza toppings). Upon selecting it, a keypad will display asking you to enter the number of splits. If you select a 2, that would mean that this pizza toppings would be split in half (being a half-and-half pizza). If you chose a 3, it would be split into thirds and so on. The maximum allowable splits is determined by the programming of that Forced Question. 74

EMPLOYEE FUNCTIONS Shown above is the same forced question using the split. In this case, the number of splits is 2. Because the pizza toppings now apply to only half of the pizza, the quantities will be halved as well. In this particular example, you see that the second half of the pizza will have a half topping of Onions and half topping of Sausage. The pizza allows for two FULL toppings or in this case, four HALF toppings (two on each half). If the split was 3, then there would be three selections for toppings each being allowing for two selections. The portion of each topping would be one third of a full topping. There is no limit to the number of splits PixelPoint can allow, however such a limitation is dictated within the programming of the forced question. Note: You cannot void a selection within a forced question without removing the item the question is attached to. However, refunding can be item-specific once the master item has been sent to the kitchen or bar. This also means that when moving items between tables or split checks, all modifiers will move with the master item. The product with its forced modifiers will be treated as one combined unit. 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. 75

PIXELPOINT USERS MANUAL 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. 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. 76

EMPLOYEE FUNCTIONS Price Levels PixelPoint offers multiple price levels which can apply based on different situations. When these situations apply, you may find that the price of an item or group of items has changed. One common situation where you would find this is "Happy Hour". This is a period in which many establishments reduce the price of there alcoholic beverages in an effort to entice more customers to their establishment. The application of a price level can be scheduled to start and stop at specific times or apply all of the time. Price By Report Category Food and beverage items are grouped into report categories (wines, beers, shots... appetizers, entrees, desserts). In this situation, prices will vary based on scheduling for a particular report category or group of categories. An example of this is Happy Hour which would start at 9pm, stop at 10pm and only apply to liquor items. Price By Member Group In this situation, the prices will vary based on what member group the customer belongs to. An example of this is an establishment that offers special pricing to students. By applying a student member to the check, the prices would be less. Price By Station In this situation, the prices will vary based on the station the item was ordered from. An example of this is an establishment that offers both casual dining and fine dining. The stations in casual dining may offer a Coffee for $1 and the stations in fine dining offer that same Coffee for $2. Price By Sale Type In this situation, the prices will vary based on the type of sale. An example of this is an establishment that offers delivery. If the sale type on the order is Delivery, the prices may be escalated to offset the cost of delivering the food. 77

PIXELPOINT USERS MANUAL Product Types Ordering Products An ordering product is any item that is listed on a menu is an ordering product. Ordering products have a price and will print on the receipt. An example of an ordering product is a [Hamburger]. Option An option is a modifier. Options may or may not carry a price. If the item is not priced, it will not print on the receipt (unless stipulated by the establishment). An option must be associated to an ordering product. An example of an option is [Extra Cheese]. Kitchen Command A kitchen command is a message that will print to a remote printer. It has no price and will not print on the receipt. An example of a kitchen command is [See Server]. Bussing Command A bussing command is a message intended for bussing staff. It has no price, will not print on the receipt and has no screen button associated with it. Bussing commands are available through a pop up window when you select [Send Command] on the Table Layout screen. You will be asked to select the desired table, then the list of bussing commands will display. Upon completing this, the bussing command will print at the designated printer. Bussing commands have no price and do not show up on the receipt. An example of a bussing command is [Clear Table]. Seating Position A seating position is an order marker allowing you to separate one person's order from another within the same check. Seating position allows you to separate people's orders on remote prints, split checks more easily and navigate through a table's order more efficiently. A seating position product has no price and does not show up on the receipt. A seating position product can be general such as [Seat] in which it will increment the seat number every time it is selected; or it can be more specific such as [Seat 1] in which it will specify seat number 1 whenever selected. Rated Product A rated product is a rental. Upon selecting it, the price of the item will increase as time passes. The timer can be stopped either by selecting the [Stop All Timers] function or by printing the receipt. The rated item does print on the receipt but the price will vary based on the time used. An example of a rated item is [Pool Table]. Delay Print Command A delay print command will pause remote printing. It is used when you want to delay the printing of certain items to the kitchen. For example, when placing the order, you select the appetizers, select [Delay] (which may be programmed to delay 10 minutes), then select the entrees. In the kitchen, an order will print containing just the appetizers. Ten minutes later, 78

EMPLOYEE FUNCTIONS another order will print containing the entrees. Delays can be programmed for any length of time or can be based on the preparation time of the ordered items. Delays will not show up on the receipt. Delays can also be based on the preparation time programmed into the products. For example, you order a soup and salad, apply a delay, then order a steak. The delay will look to the items ordered before it and delay the printing of the steak by the preparation time of either the soup or the salad (whichever is the longest). Delay can also be applied in a Hold-And-Fire operation in which the delay will be indefinite. Using the previous example, the steak will not print in the kitchen until the server voids the delay. Merchandise A merchandise item is a retail item. It is selected using a bar code scanner rather than through the touch screen. Upon scanning the bar code, the item will appear on the check. Merchandise items will show up on the receipt. An example of a merchandise item is [Large Polo Shirt]. Minimum Charge A minimum charge is a product that will adjust its price to ensure that the check total meets the minimum allowable amount. For example the establishment's minimum charge is $10. You select [Minimum Charge] followed by $6 of items. The minimum charge will price itself to $4 so the total is $10. You order another $2 of items, the minimum charge will adjust its price again to $2 keeping the total at $10. When the amount of the check surpasses the minimum charge, the price of the minimum charge product will be zero and it will not show up on the receipt. Ticket Number A ticket number is a product that asks you for a reference number. The number attaches itself to the description. A price can be applied to the ticket number and it can show up on the receipt. For example, the establishment sells boxes of Cuban cigars that each have a serialized seal label. The server selects [Box Cuban Cigars] and is prompted to enter the box's serial number. The receipt shows both the product description and the serial number. Cover Charge A cover charge is an admission ticket. When this item is ordered it generates a Ticket slip. This slip is then given to the customer as an entry ticket. An example would be entry into a theater. Ordering an [Adult Admission] would print up a Ticket on the local printer were the customer would take to use as entry into the theater. Recipe Item A recipe item is used to post raw inventory usage. For example, the chef needs to process the inventory that was used for a buffet. Using the [Post Inv Usage] function button, it presents a list of all recipe item products. From this list, the chef selects the items and quantities that were used. This same function can also be used for recording waste. 79

PIXELPOINT USERS MANUAL Manual Keyboard A manual keyboard product allows you to type in a name or description. An example of this would be [Message To Chef]. Upon selecting this, a touch screen keyboard will be presented allowing you to type a brief message. This message is included on the remote print. 80

EMPLOYEE FUNCTIONS Rentals Among the various types of products that are available within PixelPoint is one called Rated Item. A rated item is an ordering product without a set price. This is determined based on how long the item is being used. The longer the item is actively in service, the greater the price. Some examples of rated items are as follows: Pool Tables Golf Club Rentals Bowling Lanes Internet Access Example: Two customers enter the establishment wishing to play pool (billiards). 1. The server opens a check and selects [Pool Table]. 2. Soon afterward, the server returns to the check. It shows the product with the price of $0.67. 3. Returning to the check later on, the price of the rental has now increased to $8. 81

PIXELPOINT USERS MANUAL 4. The customers decide to stop playing and order something to drink. 5. The server returns to the check, selects [Functions] then [Stop All Timers]. Upon selecting stop all timers, the timer halts where it is. The server also adds the beverages to the order. 6. After finishing their drinks, the customers decide to play pool some more. The server selects [Pool Table] again and a new entry is added to the check. Its price starts to accumulate just as the first entry did. Note: The timer can also be halted by selecting [Print Receipt]. 82

EMPLOYEE FUNCTIONS Split Checks The guests at a table ask for separate checks. Each wants to receive their own receipt and pay just for the items they ordered. You accomplish this by splitting the check. To split a check, do the following: 1. Select [Split Checks]. The split check screen will display with a split already created. 2. Select an item you wish to move to the blank split. 3. Touch the white area on the blank split. The item will be moved. 4. Repeat steps 2-3 until you have moved all of the desired items. If a product has modifiers, select the item and all attached modifiers will move with it. If seats have been applied, select the seat and all attached products will move with it. 5. To go into one of the splits, select the blue title bar of the desired split window. Split Windows The rectangular boxes (windows) represent a split. The two white windows are in use; the two gray ones are not. To create another split, touch the next gray box. More Checks You can view up to 4 splits on the screen. To view additional split boxes, select [More Checks] that points to the right. To scroll back to the splits you have already created, select [More Checks] that points to the left. 83

PIXELPOINT USERS MANUAL [P.] The Pixel logo button will log you out of the system, returning you back to the log in screen. Just to the right of this button is a display that indicates the current user, date and time. [Help] This will display on-line help for this section. [Clear Selection] This will allow you to cancel the selection you just made. [Print All Receipts] This will allow you to print the receipts for all of the splits all at once rather than have to go into each split. Splitting An Item Upon selecting an item in the split check screen, you will see a new icon appear called [Split Items]. You can use this to share an item between split checks. To split an item, do the following: 1. Select the item you wish to split. 2. Select [Split Items]. 3. Select the splits (the white area) you wish to share the item with. 4. Select [Finish Splitting]. The quantity and price of the item will be split proportionally. 84

EMPLOYEE FUNCTIONS Tips Charge Tips When settling to credit through the POS, you must follow this up by entering the charge tip amount into the system. Depending on your establishment, this task may be given to you or to your manager. In either case, you will not be able to cash out without performing this function first. PixelPoint's CreditCheck module is required for this function to work. 1. Log in. 2. Select [Your Settings]. 3. Select [Add Tips]. 4. When prompted, enter the reference number. This will be printed on your copy of the signed charge slip. If you lose the slip, your manager will be able to look it up or apply the tip for you. 5. When the Add Tip window displays, select [Add Tip] and enter the amount of the tip. If the customer provided a total including tip without calculating it, you can select [Total (w/tip)] and enter that total. The system will then calculate the tip amount for you. If the customer chose not to include a charge tip, enter a zero for tip. You must still go through this process regardless of the amount of the tip. 6. Select [OK]. Though it is recommended that you do this at the earliest opportunity, you can process all of your charge tips just prior to cashing out. 85

PIXELPOINT USERS MANUAL Tip Update When applying charge tips within Your Settings, you no longer have to enter the reference code to access each check. When you select the [Add Tips] button (within Your Settings), a new window will display. Each charge transaction under your name will display on the left. If the list is long and you have a specific check which you are applying a tip to, you can use the [Search By Ref] button to display a keypad to enter the reference number. The rest of the operation is the same. Cash Tips If it is required that you declare your cash tips, do the following: 1. Select [Your Settings]. 2. Select [Declare Cash Tips]. 3. A numeric keypad will display. Enter the amount of your cash tips. 4. This total will display under the buttons in the box. This tip declaration will be included in your Employee Cash Out report. 86

EMPLOYEE FUNCTIONS Tip Pooling Some establishments prefer to pool their tips and share them among the other employees. PixelPoint is capable of accommodating this as well. 1. Everyone combines their tips into one. 2. Management counts this amount. 3. Management runs a report called Employee Tip Summary at the end of the day which prompts for this total amount. 4. The report breaks down the allocation of tips based on: Job Position (for example, bartenders get 25% of the tip pool) Hours Worked (for example, Sue worked the bar 8 hours, Fred worked it 2 hours. Sue gets 80% of the bartender portion). 87

PIXELPOINT USERS MANUAL Voids There are several ways you can void items through PixelPoint POS. Pre-Void The [Void] button will remove the last item on the check. If you press it again, the next item up (now being the last item on the check) will be removed and so on. If the item has not yet been sent (be it to a kitchen, bar or wherever), no further action is required beyond selecting the [Void] button. This is referred to as a pre-void because the void was performed prior to sending the item. The system is capable of tracking and reporting pre-voids. Basic Void If the item to be removed has already been sent, the process is the same as a pre-void except that you will also be prompted to select a reason as to why the item is being voided. You must choose one. Management authorization may be required. Upon completing the void and leaving the check, the system will send the void to the designated remote printer, telling the preparation staff to abandon making the item. The system tracks and reports all voids. Selective Void Applying [Void] without selecting an item will remove the last item in the Order Receipt Window. However, if you select any item anywhere on the check prior to applying [Void], that item will be voided. It is important to note that modifiers may require that the master item they are attached to must be voided. Quantity Void If you have a quantity entry of 5 Coffee and you wish to remove one, select the line [5 Coffee] and select [Void]. The quantity of coffees will be reduced to 4. Do this again and the quantity will be reduced to 3. You can also use the quantity button to void. Referring to the 5 Coffee, you wish to void 3 of them. 1. Select [5 Coffee] 2. Select [@1] 3. Select [3], it will now appear as [@3] 4. Select [Void] 5. Select a reason 6. The line will now show as [2 Coffee] 88

EMPLOYEE FUNCTIONS Note: You cannot void a selection within a forced question without removing the item the question is attached to. However, refunding can be item-specific once the master item has been sent to the kitchen or bar. This also means that when moving items between tables or split checks, all modifiers will move with the master item. The product with its forced modifiers will be treated as one combined unit. 89

PIXELPOINT USERS MANUAL General Functions Functions Menu There are many different ordering functions available to you when you place the order. These are accessible from the Order Screen using the [Functions] button which is located on the order screen. Listed at the bottom of Table Functions screen is pertinent information about your system. In the bottom left corner you will find the version number of the PixelPoint system. You may need this if corresponding with a software support representative. In the bottom middle of the window is the Open Date. This indicates the date to which your transactions are being posted. In the event the end-of-day process was not run last night, you may notice that the Open Date is set to yesterday, even though the chits and receipts show the current date. If you notice that this date is different from the current date, you should notify your manager. In the bottom right corner is the Station number which identifies which station you are currently on. There are also two yellow buttons: [Help] to provide on-line help and [Cancel] which will close this screen and return you to the customer check. 90

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PIXELPOINT USERS MANUAL How To Make Item Functions / How To Make Item This function will provide item information on any selected product. Depending on what your establishment has put in, [How To Make Item] could contain preparation instructions, nutritional content, allergy-related information and much more. 1. Open the check. 2. Select the item you wish information about from the check. 3. Select [Functions]. 4. Select [How To Make Item]. 5. A window will display showing an image of the item and detailed description. A [Print Product Info] button will also appear allowing you to print the information. This function will not work if no How To Make information was applied to the selected product. 6. Select [OK] to return to the Ordering Screen. If you do not wish to order the item, select [Void] to remove it. 92

EMPLOYEE FUNCTIONS Charge Gratuity Functions / Charge Gratuity In some cases with larger parties, gratuity is added to the check. To add a gratuity, do the following: 1. Select the table. 2. Select [Functions]. 3. Select [Charge Gratuity]. 4. Enter the percentage (of the Net Total) to apply to the check. For example, 15 = 15%. 5. Select [OK]. When you go into the Finish screen you will see a 15% gratuity added to the check. This will also be included on the printed receipt. The required total ($72.90) does not require that the suggested total with gratuity be paid. However, if your local laws permit it and your establishment wishes to enforce the total with tip, PixelPoint is capable of doing this. 93

PIXELPOINT USERS MANUAL Label Functions / Label When working with saved checks, a label can make it considerably easier to find the right saved check. The system, by default, will assign a split number to each saved check. You can replace this number with a text label, such as the customer's name. With the saved check up on the screen, do the following: 1. Select [Functions]. 2. Select [Label]. 3. Enter the desired label text. 4. Select [OK]. Returning to the check, you will see the label displayed in the center of the gray status bar on the order template. It will also apply in the Transaction View screen (see above) as well as the Split Check screen. 94

EMPLOYEE FUNCTIONS Table Service Table Service Overview The definition of a table service establishment is one in which the customer dines at the restaurant and is served at their table. Though there are bound to be many variations of this, the general concept of a table service establishment is one that involves a server opening a guest check and leaving it open for the duration of the meal. Only when the customer is finished dining do they pay for the meal. This section addresses all features and functions that pertain to a table service operation. Within here are topics that explain the table layout, starting a table and various functions specific to table service. 95

PIXELPOINT USERS MANUAL Starting A Table All tables are graphically represented on the Table Layout screen. You work with the checks using these images. As you open, add to and close the checks, the color coding of the table will change automatically. Table icons come in three general shapes; circles, squares and diamonds, though these shapes can be altered slightly. The nodules on each table represent the number of seats the table has. In the above image, Table 5 has a seating capacity of six, yet only three seats are occupied. Table 8 also has a capacity of six and all seats are occupied. 1. From the Table Layout screen, select the table icon that represents the actual table you wish to work on. If you are starting a new table, it should be blue. If your table is not displayed, touched the desired dining section in the top right corner of the screen. The Table Layout screen display will change to that dining section. The system will continue to return you to that section until you choose another. 2. A numeric keypad will display asking you to select the number of people seated at the table. Select the appropriate number. If there are more than 9 people at the table, select the [>9] button. This will allow you to enter a two digit number. The [>9] button will now change to [OK]. Select this after entering your number. The corresponding number of seats at the table will be highlighted (as in the above image). Your establishment may be programmed not to ask for the number of customers. 3. The order screen will now be displayed. You may now place the order. 96

EMPLOYEE FUNCTIONS Table Orders There are many different ways you can place an order and the Order Screen should be designed to best suit your particular operation. The sample below will follow a very basic order. Refer to Order Screen for an explanation of the screen s contents. 1. You take an order for the customer seated at Table 4. 2. Go to a POS station and log in. 3. From the Table Layout select the table [4] icon (it should be blue). 4. When prompted, select [1] for the number of customers seated at the table. The order screen displays. The order is entered as follows: 1. [Soups] from the order page grid. 2. [Soup Of The Day] from the product grid. 3. [Non Alcoholic] from the order page grid. 4. [Tea] from the product grid. 5. [P.] located in the lower left corner of the screen. 6. The order is sent to the kitchen, the beverage is sent to the bar and you are logged out. If you select [Leave Table] instead, the items are sent but you are returned to the floor layout. 97

PIXELPOINT USERS MANUAL Later the customer orders dessert. 1. Log in. 2. From the Table Layout, select the table [4] icon (it should be red). 3. The order screen displays. Select [Dessert] from the order page grid. 4. [Apple Pie] from the product grid. 5. [P.] located in the lower left corner of the screen. 6. The dessert is sent to the kitchen and you are logged out. 98

Forced Questions EMPLOYEE FUNCTIONS 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 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. 99

PIXELPOINT USERS MANUAL 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. 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 100

EMPLOYEE FUNCTIONS presenting the display below. This allows you to apply the All At Once question for each of the three combos. 101

PIXELPOINT USERS MANUAL Bussing Located on the table layout screen is the [Send] button. This allows you to initiate bussing commands. Upon selecting it, you will be prompted for a table number. When you select the desired table, you are then provided with a list of bussing commands. Upon selecting one, the bussing command will print in the kitchen (or other printer depending on where the establishment wishes them to be printed). The bussing commands are programmable and could include instructions such as: Clear Table Replace Cutlery Replenish Water PixelPoint can also be programmed to automatically put a table into bussing mode upon closing the check. The table icon on the table layout screen will change to a pulsating trash can. Upon resetting the table, anyone on the table layout screen can then select this icon. The system will ask if the table is cleared. If [Yes], the table will change to its original blue icon. If [No], it will continue as the trash can. 102

EMPLOYEE FUNCTIONS Table Layout Screen The Table Layout screen is a graphic representation of the dining area of the establishment. It is used to allow you access to your customer checks and employee-related functions. Floor Display Area The large section on the left is the floor display area. It is a graphic representation of the dining area. Each table on the actual floor is represented with a similar and corresponding icon on the floor display. To open or work on a check at any given table, select the corresponding table icon. You will be presented with the check for that table. Dining Section Window This area (1) is the dining section window. The establishment may have several dining sections (such as smoking, non-smoking, patio, etc.). To change the floor display from one dining section to another, touch the name of the desired dining section. Table Legend This area (2) is the table legend. It tells you what each table color code represents. A transparent table means that another server is working on this table (and it is likely inaccessible to you). A blue table means that it is available. No other server is currently working on it. A red table indicates that it a table you are currently working on (and is likely inaccessible to other servers). A green table indicates that the guest check has been printed so the table should be available soon. If you notice that a table has a striped color, this indicates that the check has been split. 103

PIXELPOINT USERS MANUAL [Transaction View] This button allows you to view checks as individual transactions. This display will also allow you to view 'saved' checks which are quick order checks that are still open (such as a bar tab). You can return to the current view from that screen by selecting the [Seating View] button. [Send Command] This button allows you to initiate bussing commands. Upon selecting it, you will be prompted for a table number. When you select the desired table, you are then provided with a list of bussing commands. Upon selecting one, the bussing command will print in the kitchen (or other printer depending on where the establishment wishes them to be printed). [Zoom In] [Zoom Out] These buttons allow you to adjust the scale of the floor display. This is useful if switching from a small dining area to one covering a large area (such as a banquet room). If the floor display does not appear as desired, press [Zoom Out] until the screen returns to its default scale. These buttons may be disabled from showing on this screen. [P.] The PixelPoint logo button will log you out of the system, returning you back to the log in screen. Just to the right of this button is a display that indicates the current user, date and time. [Who Is Here] This button allows you to view which members are seated at which tables. It is used in conjunction with the Host/Hostess operation mode to locate where a reservation has been seated. [Your Settings] This button provides access to all shift operations functions for the current user. These include functions such as cashing out, clocking out and going on breaks. [Billboard] This button provides quick information pertaining to employee notices, daily specials, desserts and sold out items. [Manager] This button provides access to the manager functions menu. All functions contained in here require management level security access. [Quick Order] This button will take you into a quick order check which does not require you to select a table. Upon leaving the check you will be returned to regular table service operations. It is intended for one-time quick orders only. If on-going quick ordering is required, it is recommended that you change your system interface to quick service mode (located within Your Settings). 104

EMPLOYEE FUNCTIONS Your Settings Screen The purpose of the Your Settings screen is to provide access to all shift operations functions. [System Interface] Your general operations on the system are determined based on which title you select. Upon selecting one of these settings you will need to log out then back in for the selected interface to take affect. Restaurant Seating: This is for users such as waiters and waitresses. Upon logging into the system, you will be taken to the Table Layout screen from which you can select a table to open a check. Quick Order: This is for users such as quick service order takers, cashiers and bartenders. Upon logging into the system, you will be taken directly to a blank check or transaction view screen. No interaction with tables is required in this mode. Host/Hostess: This is for users such as hosts and hostesses. Upon logging into the system, the Quick Order button in the bottom right of the Table Layout screen will now show Reservations. When you select this, the table management screen will display allowing you to manage reservations and table seating. Refer to Host/Hostess Operations for further details. Driver: This is for delivery drivers. Upon logging into the system, you will be taken to the driver screen from which you can pick delivery orders and process delivery runs. Refer to Driver Operations for further details. Delivery Mode: This is for delivery (and take out) order takers. Upon logging into the system, you will be taken to the order delivery screen from which you 105

PIXELPOINT USERS MANUAL [Cash Drawer] can process delivery and take out orders. Refer to Order Taker Operations for further details. Clock In/Out Only: This is for time & attendance users. The system will only grant these users access to the Your Settings screen from which they can apply Cash Tips, Cash Out, Clock Out and check their Schedule. PixelPoint POS allow up to three cash drawers on any given station. Using this button, you are assigned to any one of these drawers. By default, this means that if you are assigned to Drawer #2, then you will be able to access the second drawer on every station. [Lock Drawer] [Unlock Drawer] Elaborating on the Cash Drawer setting, this button assigns you drawer access on a specific station. So rather than have access to Drawer #2 on every station, this setting could isolate access to Drawer #2 on Station #3. Not only does this permit you limited access to a certain cash drawer, but it also prevents other users from accessing your drawer. Upon selecting it, the button will change its descriptor to [Unlock Drawer]. Selecting it now will release the locked drawer. [Transfer All Checks] This function will allow you to transfer all of your open checks to another employee. It is commonly used during a shift change when one server takes over the tables of another server. Management authorization is typically required for this function. [Cash Out] This will perform the Cash Out function in which your sales and timeclock information will be calculated and reported. Refer to Clocking Out for further details. [Clock Out Emp] This will perform the Clock Out function in which your timeclock will be halted and you will be logged out of the system. Refer to Clocking Out for further details. [Declare Cash Tips] If cash tips must be declared on your Cash Out report, then you select this button and enter the amount you are declaring. The field Cash Tips above this button will reflect the amount have entered. [Break Start] This function will pause your timeclock as you go on a break. Refer to Breaks for further details. Adjustments [Float] A float is the amount of money you are declaring to be in your till at the beginning of your shift. The system may automatically prompt you for float declaration when you clock in, or it may automatically assume you are starting with the same fixed amount on every shift. If it 106

EMPLOYEE FUNCTIONS does neither of these, then the third option is that you declare the float on demand. If doing it on demand, you use this button. [Pay-In] A pay-in is money that is paid into the till outside of regular transactions. Consult the Pay-In page for further explanation. [Pay-Out] A pay out is money that is paid out of the till outside of regular transactions. Consult the Pay- Out page for further explanation. [Pick Up] A pickup occurs when your till is overloaded with cash and you need to deposit some of the bulk into the safe. You use this function to record the withdrawal of cash. It will print a chit that the manager signs. Keep this in the drawer to account for the missing money when you do your cash out. [Schedule] This button allows you to view the Schedule Time Sheet tab. [Print Next 2 Weeks Schedule] will allow you to print your work schedule for the next two weeks. [Request Time Off] allows you to submit a request to the scheduler for time off. It can be for a specific period of time or an entire day. [Add Tips] The add tips function pertains to the application of charge tips. PixelPoint's CreditCheck module is required for this function to work. When applying charge tips, a window will display. 107

PIXELPOINT USERS MANUAL Each charge transaction under your name will display on the left. If the list is long and you have a specific check which you are applying a tip to, you can use the [Search By Ref] button to display a keypad to enter the reference number. [Your Trans] This button allows you to work with your transactions as a whole. From here you can view and unclose any of your transactions and also print a receipt for any of them. 108

EMPLOYEE FUNCTIONS Your Trans Screen Your Settings / Your Trans This screen allows you to work with your transactions as a whole. From here you can view and unclose any of your transactions and also print a receipt for any of them. Transaction Filter Window Because the display of transactions can be quite long, the Transaction Filter Window allows you to filter out unwanted criteria. For example, if you only wanted to see all delivery transactions, you would select Member/Deliveries. All transactions which were not deliveries would then be filtered out of the display. Transaction Detail Window The Transaction Detail Window displays each transaction. This display will change based on whether you select a filter or indicate whether you want to view open or closed transactions. You can sort the transactions by any of the fields listed. Touch the title bar of the desired column once to sort in descending order. Touch it again to change it to ascending order. Transaction Summary Area The area below the Transaction Filter Window displays summary information of the contents in the Transaction Detail Window. It will show the total number of customers, total number of transactions and total gross (final total) sales. 109

PIXELPOINT USERS MANUAL Open/Closed Buttons Below the Transaction Summary Area are two additional filter buttons which allow you to isolate either open transactions (those that are still in process) or closed transactions (those that have been settled). Gray Buttons [All Types] This is another filter that allows you to isolate transactions based on sale type. For example, if I only wanted to see Dine-In transactions, I could isolate that using this button. [Print Receipt] This will print (or re-print) the receipt of whatever check is highlighted in the Transaction Detail Window. [Print Receipt By #] If you need to print a receipt and you know the transaction number of the check, select this button. You will be prompted for the transaction number. [Unclose By #] If you need to unclose a check and you know the transaction number, select this button. You will be prompted for the transaction number. [View By #] If you wish to view a check and you know the transaction number, select this button. You will be prompted for the transaction number. A window will display with the contents of the order. If the transaction is not yet settled, a [Use Check] button will display allowing you to open the check. [Member/Delivery] If you wish to retrieve a check and you know that a certain member was applied to it, select this button. You will be prompted to identify the desired member. [Help] This will provide on-line help. Yellow Buttons [P.] The PixelPoint logo button will log you out. [Un-Close] This will unclose the highlighted transaction. [View] This will allow you to view the contents of the highlighted transaction. If the transaction is not yet settled, a [Use Check] button will display allowing you to open the check. 110

[Leave] This will exit this screen and return you to Your Settings. EMPLOYEE FUNCTIONS 111

PIXELPOINT USERS MANUAL Billboard Screen The Billboard function provides you with pertinent order information that may changes from one day to the next. The large window across the top is the billboard message box. Any messages that management wishes to post to staff will be displayed in here. Today's Specials Any items displayed in this box are flagged in the system as being a daily special. If your specials change from data to day or week to week, this is an excellent place to see what the specials are. The [Print Specials] button will generate a hardcopy list of the specials and their prices. [Sold Out Item] allows you to set an item (be it special or dessert) as sold out. Desserts In the event your dessert list changes periodically, this window will contain a list of all of the current desserts. The [Print Desserts] button will generate a hardcopy of the desserts and their prices. Items That Are Sold Out When an item is flagged as sold out, the system will notify everyone with a message bulletin and prevent that item from being ordered by placing a red X across the order button. The item will also show up in the "Items That Are Sold Out" column on the Billboard. If you attempt to order the sold out item it will either not function or (if available) present the How To Make information for that item. Use this information to suggest an alternative selection. 112

EMPLOYEE FUNCTIONS To set an item as Sold Out, do the following: 1. Select the item within either the Billboard or Dessert list. 2. Select [Sold Out Item]. Manager authorization may be required. 3. The system will automatically perform all functions described above. [Print Sold Out Items] This button will print a list of unavailable items and their prices. You can carry this with you as a reminder. [Sold In Item] This button allows you to reset any sold out item to being available for sale again. The process is the same as when an item is sold out. All users receive a bulletin message that the item is now available. The X is removed from the order button and users are able to order the item once again. It is also removed from the Sold Out column and placed back in its proper column (being Specials or Desserts). [P.] The PixelPoint logo button will log you out, returning you to the login screen. [Help] This button will take you to on-line help. [Item Information] This button allows you to view detailed information about a product. To use this, select an item in one of the three windows (Specials, Desserts, Sold Out) then select [Item Information]. A window will display showing you an image of the item (if available) along with a description of it. There is also a [Print Product Info] button which will allow you to print the description. The [OK] button will return you to the Billboard screen. If no How To Make information has been programmed for the item, this feature will not function. 113

PIXELPOINT USERS MANUAL General Functions Functions Menu There are many different ordering functions available to you when you place the order. These are accessible from the Order Screen using the [Functions] button which is located on the order screen. Listed at the bottom of Table Functions screen is pertinent information about your system. In the bottom left corner you will find the version number of the PixelPoint system. You may need this if corresponding with a software support representative. In the bottom middle of the window is the Open Date. This indicates the date to which your transactions are being posted. In the event the end-of-day process was not run last night, you may notice that the Open Date is set to yesterday, even though the chits and receipts show the current date. If you notice that this date is different from the current date, you should notify your manager. In the bottom right corner is the Station number which identifies which station you are currently on. 114

EMPLOYEE FUNCTIONS There are also two yellow buttons: [Help] to provide on-line help and [Cancel] which will close this screen and return you to the customer check. 115

PIXELPOINT USERS MANUAL Set # Of Customers You have already opened a table and selected the number of customers. Use [Set # Of Customers] when you wish to change that number. 1. Open the check. 2. Select [Functions]. 3. Select [Set # Of Customers]. 4. Select the desired number of customers. If the number is greater than 9, select [>9] button before entering the number. Then press [OK]. In table service, PixelPoint will prompt you to enter the number of customers prior to opening the table. In quick service, it will assume a customer count of one. In either situation, if you need to change the number of customers on a check, do the following Upon entering the number into the keypad, the '# of Cust:' display in the Order Screen Status Line will change to reflect that number. 116

EMPLOYEE FUNCTIONS Transfer Check Functions / Transfer Check Use [Transfer Check] to transfer this check to another server. 1. Open the check. 2. Select [Functions]. 3. Select [Transfer Check]. 4. Select the employee you wish to transfer the check to. Management authorization may be required at this point. Only employees currently clocked in will show up on this list. If you return to the Table Layout screen, you will notice that the table is now transparent, indicating that it belongs to the other server. This also means that the employee transferred to will now take possession of the check and be credited with the sale. 117

PIXELPOINT USERS MANUAL Move Table Functions / Move Table Use [Move Table] when you want to move a check from one table to another, or join the check from one table to another. 1. Open the check of the table to be moved. 2. Select [Functions]. 3. Select [Move Table]. 4. Enter the table number you are moving it to. 5. Select [OK]. If the table you are moving to is available, you will be returned to the Table Layout screen and will see that the check has been moved to the new table. If the table you are moving to is currently occupied, you will be asked if you would like to join the tables. Select [Yes] to merge the two checks together. [No] will cancel the move function. 118

EMPLOYEE FUNCTIONS Join Tables Functions / Move Table Use [Move Table] when you want to join one open table with another. 1. Open the check of the table to be moved. 2. Select [Functions]. 3. Select [Move Table]. 4. When prompted, enter the table number you are moving it to (see below). 5. Select [OK]. You will be prompted to confirm your selection (see below). If you select [Yes], the two tables will be merged. If you select [No], this will cancel the move function. Though the orders will be merged into one check, they will still remain in the form they were when brought across (see below). 119

PIXELPOINT USERS MANUAL In the example above, seat numbering was used at both tables. Upon joining the two, the seat numbers and their respective orders remain intact. This poses no problem to managing the check should you need to split it (see below) 120

EMPLOYEE FUNCTIONS Move Items Functions / Move Items You have mistakenly placed an order on the wrong table and wish to move it to the proper table. 1. Open the check containing the item(s) to be moved. 2. Select [Functions]. 3. Select [Move Items]. 4. Enter the table number you wish to move the item(s) to. A split check screen will display showing both tables. 5. Select the item(s) you wish to move. They will be highlighted as you select them. If you select the wrong item, select [Clear Selections] to try again. 6. Touch the other table's item area where you want the items to go. The items will be moved. 7. Select [Leave] to return to the Table Layout screen. Note: Management authorization will be required if moving an item after the receipt has been printed. 121

PIXELPOINT USERS MANUAL Create Splits By Seating Functions / Create Splits By Seating You have been working on an order and have applied seat numbers. They now indicate that they would like separate checks. As an enhancement to applying split checks, PixelPoint offers [Create Splits By Seating]. This allows you to instantly split the check by each seat. 1. Open the check. 2. Select [Functions]. 3. Select [Create Splits By Seating]. 4. The split check screen displays with split checks automatically created. Each split is comprised of the order for one of the seats. This function will not work unless seating has been applied. 5. Select [Leave] to return to the Table Layout screen. If any seats are to be considered together, you can move the seat items from one split to another. For example, the person at seat 4 is buying for the person at seat 3. 1. Select [Seat 3] located in the split check for seat 3. 2. Touch the product area of seat 4's split. The entire contents of seat 3's split will be moved. To move an individual item, select the item only rather than the seat title. 3. Settle seat 3's split to $0. 122

EMPLOYEE FUNCTIONS Detailed Order Info Functions / Detailed Order Info This will provide detailed information about the ordering of a selected item. 1. Open the check. 2. Select the ordered item. 3. Select [Functions]. 4. Select [Detailed Order Info]. It will tell you who ordered the item, when they did it and on which station. 123

PIXELPOINT USERS MANUAL Quick Service Quick Service Overview The definition of a quick service establishment is one in which the customer pays prior to dining. This form of dining encompasses not only fast food establishments but also places such as cafeterias to retail shops. The contents of this section address functions pertaining to quick service operations. They include how to function as a cashier, managing pick up and deliveries and much more. 124

EMPLOYEE FUNCTIONS Quick Service This mode of operation is for users such as fast food order takers, cashiers and bartenders. No interaction with tables is required; you are only working with the check itself. There are two ways to work in quick service mode. The first (default) is by presenting a blank check upon logging in and closing a check. The second is the transaction view mode offering you the option of creating a new check or selecting a saved one. Quick Service Transactions The method operation for a quick service check is as follows: 1. The customer approaches and places the order: 2. From the Order Screen (see below), enter the order as recited. Or as presented on the tray if in a cafeteria. 3. Inform the customer of the check total. 4. Select [Finish]. 5. Accept the method of payment and settle the check. 6. You are returned to the Order Screen ready to process the next order. As shown above, if most transactions are cash, there may be a [Close Cash] button applied to the order template. This would eliminate the need to go to the Finish screen to close a cash transaction. The [Close Cash] button assumes exact change. For further details regarding placing an order, refer to the Table Orders section of this manual. 125

PIXELPOINT USERS MANUAL Pick Up Orders A pick up order is one in which the customer calls ahead then comes to pick it up. Pick up orders are processed via the Delivery Order Taker's screen (see below). The process to perform a pick up order is as follows: 1. The customer calls in the order. 2. From the Order Taker's screen, select [New Check]. If you are not working from the Order Taker's screen and need to process a pick up order, go to the Table Layout screen and select [Manager] then [Show Delivery Status Form]. 3. From the member screen, retrieve the member record. If the member is not already on file, select [New Member] and create a new record. If the order is to be placed for a specific future time, select the Future Orders tab and [Schedule] to apply the desired ready time (provided this function is available on your system). 4. With the member record on the screen, select [Use Member]. 5. The order screen will be displayed. Enter the customer's order. However, when placing the order, you must make sure that the sale type is set to Pick Up. If not, the order will not be retrievable through the Pick Up screen. 6. Select [Save Check]. You will be returned to the Order Taker screen and the order sent to be prepared. 1. When the customer comes to pick up the order, make sure you are on the Order Taker's screen. 126

EMPLOYEE FUNCTIONS 2. In the Order Filter window (see above), select [Pick Ups]. 3. All pick up orders will appear in the Order Chart window. Select the desired order. If the order does not appear in the list, select the Future Orders tab. It may have been scheduled for a specific time that has not arrived yet. You can still close the check ahead of scheduled time by continuing with the next step. 4. Select [Process Pick Up] to retrieve the order. 5. Close the check and present the order. Note: If the order does not appear, it is likely that Pick Up was not selected as the sale type. The order can be retrieved as a saved check using the default sale type for that station (which would likely be Dine-In). To retrieve saved Dine-In checks, go to the Table Layout screen and select [Transaction View]. 127

PIXELPOINT USERS MANUAL Drive-Thru Service There are several variations to applying a drive-thru service. Single Window Drive-Thru The establishment has one window for managing drive-thru orders (see below). Orders can be taken either at the window station itself (1) or at another station within the establishment (2). Multiple stations can be set to process and save these orders. The order is processed as follows: 1. From a blank check on the screen, enter the order. 2. Select [Save Check]. At this point you could take another order (be it a drive-thru order or counter order). The order will print in the kitchen or display on the video display system. 3. When the customer arrives at the window, select [Get Check]. The order will be retrieved on the screen. 4. Settle the transaction. The order will disappear from the screen defaulting back to a blank check. 5. When the order is ready, present it to the customer. If using a video display system, you would use the bump-bar at this point to remove the order from the screen. Double Window Drive-Thru If the establishment has two windows for drive-thru service, the process is exactly the same except that the order is retrieved at the second window. 128

EMPLOYEE FUNCTIONS Orders can be taken either at the window station itself (1) or at the second window (2). Optionally, if both stations are busy, front counter stations could be used to take Drive-Thru orders. The order is processed as follows: 1. From a blank check on the screen, enter the order. 2. Select [Save Check]. At this point you could take another order. The order will print in the kitchen or display on the video display system. 3. When the customer arrives at the first window, select [Get Check]. The order will be retrieved on the screen. 4. Settle the transaction. The order will disappear from the screen defaulting back to a blank check. The customer will advance to the second window. 5. At the second window, present the order to the customer. If using a video display system, you would use the bump-bar at this point to remove the order from the screen. Dual Drive-Thru Systems Some multi-concept establishments offer multiple drive-thru lanes. In such cases, the physical layout of the system may be a little different but the operation is generally the same. Each lane will have its own drive-thru lane and window(s). The stations for each will have the appropriate menu and will be programmed NOT to see the saved checks from the other drive-thru system. In the event the drive-thru lanes all pertain to the same menu this is not a problem. The stations can still be programmed NOT to see the saved checks of the other. So if an order is placed in Lane 1, only the stations programmed for that lane will be able to retrieve that 129

PIXELPOINT USERS MANUAL order. The stations programmed for Lane 2 will only be able to retrieve Lane 2 orders. Both lanes can also interface to a video display system. 130

EMPLOYEE FUNCTIONS Combos When ordering a combo, you simply select the combo product, for example [Combo #1] and all items within that combo will be ordered automatically with it. They will appear as modifiers within the combo product. In the above example, the server ordered [Combo #1]. Upon selecting it, a hamburger, fries and soda were automatically ordered. Though each individual item could be ordered with its own price, the price of the combo overrides the price of the components. Combo ordering is simply a variation of a Forced Question. Size Up/Down Combos work well with the [Size Up] and [Size Down] function buttons. Should I wish to "Super Size" my combo or "Kid Size" it, I could change the combo components with the selection of either of these buttons. 131

PIXELPOINT USERS MANUAL Weighed Items Some items are priced based on weight. In such situations, a weight scale is required. You can apply this either with the weight scale interfaced to the PixelPoint system or as a separate component. The price of the item is based on one unit of a certain weight. It does not matter if the unit is Metric or Imperial, ounces of pounds, grams or kilograms. Any unit will do so long as it coincides with what is recorded on the scale. The weight recorded on the scale determines the quantity of the item. For example, you pay $2 for a kilogram of meat. The scale shows 1.25kg. The quantity entered will be 1.25. The price will be $2.50 (2 x 1.25). If the scale is interfaced into the PixelPoint system, the quantity/weight will be applied automatically. 1. Place the item on the weight scale. 2. Select the appropriate product. If the scale is not interfaced into the PixelPoint system, you must apply the quantity/weight using the quantity button. 1. Select [@1]. 2. Enter the weight shown on the scale. 3. Select the appropriate product. 132

EMPLOYEE FUNCTIONS General Functions Functions Menu There are many different ordering functions available to you when you place the order. These are accessible from the Order Screen using the [Functions] button which is located on the order screen. Listed at the bottom of Table Functions screen is pertinent information about your system. In the bottom left corner you will find the version number of the PixelPoint system. You may need this if corresponding with a software support representative. In the bottom middle of the window is the Open Date. This indicates the date to which your transactions are being posted. In the event the end-of-day process was not run last night, you may notice that the Open Date is set to yesterday, even though the chits and receipts show the current date. If you notice that this date is different from the current date, you should notify your manager. In the bottom right corner is the Station number which identifies which station you are currently on. 133

PIXELPOINT USERS MANUAL There are also two yellow buttons: [Help] to provide on-line help and [Cancel] which will close this screen and return you to the customer check. 134

EMPLOYEE FUNCTIONS Member/Delivery This function allows you to look up, add or modify a member's account. You can search for an account by phone number, the member's last name or using the member's swipe card (if applicable). This is the member screen which contains all necessary contact information. Most of the fields are self-explanatory however there are several fields which require some explanation. Delivery Zone Delivery destinations can be divided into zones so when you send drivers out, you can designate their trips to specific zones rather than arbitrary locations. Directions You can enter driving instructions to get to the customer's residence. This information will be included on the bill for the driver to follow. Anniver. Date This date will be automatically entered when you first create the member record. Expir. Date If the member record is discontinued, you can modify this date (created automatically when you first create the record) to reflect when the membership was cancelled. 135

PIXELPOINT USERS MANUAL Member Group Members can be classified into groups, such as Seniors, Students and VIPs. When creating a new member, you must apply them to the appropriate group. The establishment will dictate what groups are to be made available and you will choose from them. Member groups serve to allow the establishment the ability to adjust pricing levels by member group. So one group pays one price while another group pays another for the same item. They also allow the establishment the ability to automatically apply discounts to certain groups, such as a 10% discount to all senior members. And finally, they allow the establishment the ability to dictate how fast certain groups can acquire membership points. For example, a student member would get 10 points for ordering a pizza whereas a VIP member would get 50 points for the same pizza. Company Name Members can be associated with a company. For example, the staff of a nearby company frequently dine at your establishment. These people could be set up as members and associated to their company. You could then invoice the company each month for meals ordered by its staff. Is Gift Certificate If creation of the member account is part of the purchase of a gift card, you check this box. There are two types of credit memberships. One is a gift card member in which the customer pre-pays for transactions that have not yet taken place. The balance is applied to the member's account which is accessed via the gift card. The second is a credit member in which the establishment offers a credit limit to the member. The member, in turn, is invoiced for transactions applied to their account. Both methods require PixelPoint's CreditCheck module to function. Gray Buttons [Last Order] along with the [2nd Last Order] and [3rd Last Order] buttons allow you to view up to the last 3 meals this member has ordered. It will also allow you to re-order anything from those checks. The next button is an icon of a keyboard. Should you need to type anything in the fields, simply touch the desired field and a keyboard window launches automatically, allowing you to type in the necessary information. Use of the keyboard button on this screen is no longer required, but it can still be used on other buttons when selecting a field for data entry. After typing the text, select [OK] to exit the keyboard window and return to the previous screen. Further to the right is the Account Balance window. If this customer has a house credit account, this window will show how much credit is still available and how much is owing. Yellow Buttons [Cancel] will exit you from this screen. [New Member] will allow you to add a new member. 136

EMPLOYEE FUNCTIONS [Card Find] will allow you to retrieve the desired member record by their member swipe card. [Last Name Find] will allow you to retrieve the desired member record by their last name. You can specify a partial name or search the entire list of members by selecting the [Last Name Find] button within this screen. [Telephone Find] will allow you to retrieve the desired member record by their home phone number. [Use Member] will apply the member record currently displayed to the check. Statistics Tab This tab will present information regarding the member's activity. It includes their current point status, number of visits, number of deliveries and comment information regarding the member. Other Tab This tab will present miscellaneous information such as a picture of the member, the company record they are associated with and allow you to apply a swipe card to their record. Future Tab This tab will allow you to designate the current order to be ready at a specific date and time. Using this tab, you can order meals hours or even days in advance of processing the order. This feature is available to members only. 137

PIXELPOINT USERS MANUAL Bar Service Bar Service Overview You cannot really classify bar service as being either a table service operation or a quick service operation because so many establishments offer it as one or the other. In many establishments, bar service is a hybrid of the two in which you can either acquire your drink from the bartender or order it from a table service representative. Regardless of which method is being applied where you are, the contents of this section address the various functions that pertain to bar service. These include how to run a tab, label checks and order another round of drinks. 138

EMPLOYEE FUNCTIONS Transaction View Mode This mode of operation commonly used by bartenders and drive-thru personnel. Upon logging into the system, you will be taken directly to a Transaction View screen (see below) that shows all open/saved checks (bar tabs) on the right. The window on the left displays the contents of the selected check. If you wish to retrieve the selected saved check, select [Use Check]. If you wish to create a new check, select [New Check]. Upon closing or saving the check, you will be returned to the Transaction View screen (see above). If you apply a label to the quick service check, the Transaction field will display the check's label. The Transaction View screen is accessible by selecting [Transaction View] from the Table Layout screen. Quick service mode can be programmed to default to either this screen or a blank check. [P.] The PixelPoint logo button will log you out, returning you to the login screen. [Help] This button will take you to on-line help. [Detailed] This button will change the display to the Split Check screen allowing you to see the different saved checks and their contents side by side. 139

PIXELPOINT USERS MANUAL [Print All Receipts] This button will print the receipts of all checks shown on the list. 140

EMPLOYEE FUNCTIONS Running A Tab There are times when you may want to save the Quick Service check rather than close it right away. One example of this is at a service bar when the customer requests a tab in which they will pay for all of their quick orders at the end of the evening. Save Check 1. From the Order Screen, enter the order. Upon selecting the first item the [Get Check] button changes to [Save Check]. As an option, you can also select [Functions] and [Label] to apply a name to the check. This will make for easier retrieval of the tab later on. 2. Select [Save Check]. 3. The check disappears from the screen, the items are sent and the open check is retained within the system. Get Check 1. From the Order Screen, select [Get Check]. A list of all saved checks will display (see above). The check number will display in the bottom left corner. This can be replaced with a label using the Label function. 2. Select the desired check by touching its blue title bar at the top. 3. The order screen will display with the retrieved check. 4. From here you can add to the order and save or close the check. 141

PIXELPOINT USERS MANUAL Tab Cards Tab cards allow for market style restaurants to easily access a transaction by swiping through a card into Pixel POS. On the floor layout screen you simply swipe through a tab card and it will bring up the transaction linked to that card. You can then add more items or close out the check. The way tab cards work is that the actual table # is stored on the card, swiping the card will bring up that table #. You can have any table # from 5000-29999, so there is practically no limit to the # of open tabs you can have. You can also split tab checks. 142

EMPLOYEE FUNCTIONS General Functions Functions Menu There are many different ordering functions available to you when you place the order. These are accessible from the Order Screen using the [Functions] button which is located on the order screen. Listed at the bottom of Table Functions screen is pertinent information about your system. In the bottom left corner you will find the version number of the PixelPoint system. You may need this if corresponding with a software support representative. In the bottom middle of the window is the Open Date. This indicates the date to which your transactions are being posted. In the event the end-of-day process was not run last night, you may notice that the Open Date is set to yesterday, even though the chits and receipts show the current date. If you notice that this date is different from the current date, you should notify your manager. In the bottom right corner is the Station number which identifies which station you are currently on. 143

PIXELPOINT USERS MANUAL There are also two yellow buttons: [Help] to provide on-line help and [Cancel] which will close this screen and return you to the customer check. 144

EMPLOYEE FUNCTIONS Stop All Timers Functions / Stop All Timers This function will stop the timer on a rental item (such as a pool table, golf clubs or bowling alley). 1. Open the check. 2. Select [Functions]. 3. Select [Stop All Timers]. You are returned to the Order Screen. 4. The timer has halted and the rental amount is shown on the check. If you wish to rent the item again, simply select it. You will see a separate line for each time you initiate the rental. Another way to stop the timer is to print the customer receipt. 145

PIXELPOINT USERS MANUAL Re-Order Functions / Re-Order A group of people have ordered their drinks and now request "another round". Rather than take the order all over again, you can simply use the Re-Order function to retrieve a list of what has been ordered. By selecting the desired items on this list, you can send a fresh order of these items to the bar (or kitchen). 1. Retrieve the check. 2. Select [Functions]. 3. Select [Re-Order]. 4. Select the items you wish to re-order. 5. Select [Re-Order]. You will be returned to the order screen with the selected items added. You can select additional items before sending the order. 146

EMPLOYEE FUNCTIONS Cashier Service Cashier Service Overview Cashier service can be applied to both table service and quick service environments. In a table service environment, the server opens the check, tends to the order and prints the check upon completion. But at this point, the customer takes the check to the cashier for payment. The cashier retrieves the check on the system and settles it. In a quick service environment, cashier service typically applies to a cafeteria-type application in which the customers assemble their own orders then takes them to the cashier for payment. This section addresses how these checks are closed and what the ramifications are in closing another person's check. PixelPoint Rule: The person who closes the check is the person who gets credit for the sale. This person is also responsible for the payment received. 147

PIXELPOINT USERS MANUAL Cashiers In Table Service In a Table Service environment, the customer may have a server who takes the order and prints the check, but they must take their check to the cashier for settlement. There are two methods for retrieving and closing the check in this situation. Method 1: Scan The Check 1. The cashier is in quick order mode by default (regardless of the establishment's method of operation). 2. The customer approaches and presents the check. 3. Scan the bar code on the check. 4. The check is instantly retrieved. 5. Select [Finish] and close the check. With this method, it is essential that the system be equipped with (1) receipt printers capable of printing bar codes. The bar code will represent the transaction number. (2) The cashier station must be equipped with a bar code reader. This method, though initially a little costlier, is considerably faster and more accurate than the manual retrieval method. This solution also gives you the tools to retrieve credit card slip reference numbers for faster and more accurate application of charge tips. Method 2: Standard Check Retrieval 1. The cashier is in table service mode by default. 2. The customer approaches and presents the check. 3. From the Table Layout screen, select the table indicated on the check. 4. The check is retrieved. 5. Select [Finish] and close the check. In either case, when the Cashier retrieves the check for settlement, ownership of that check is then transferred from the server to the Cashier. It is now the responsibility of the Cashier to ensure that: It has been properly tendered. Any charge tips (if using Credit Authorization) have been applied. 148

EMPLOYEE FUNCTIONS The Employee Cash Out report for Severs should be set to reflect sales based on Employee Who Started the transaction. PixelPoint has such a report which is applied in the BackOffice system. This cash out report then reflects their activity and provides proper tip information for each server. Notice on this sample report that the sales activity for servers John and Wendy have both been included within the Cashier Cashout report. 149

PIXELPOINT USERS MANUAL Cashiers In Quick Service In a Quick Service environment, the customer assembles their own order then presents it to the cashier for payment. Though typically referred to as a cafeteria environment, many newer establishments are applying this to applications such as food courts. Unlike a table service environment, there is no transfer of the check from one person to another. The cashier is set up just like a regular quick service employee (like in a fast food establishment). The only difference is that it is the customer who retrieves the order, not the employee. With that being said, the default employee cash out report is suitable for this type of operation. Closing of a quick service check in this case usually involves the cashier reviewing the contents of the order, applying it to a check and settling the check with the customer. Till Management The application of till management may be advisable in this type of environment. The criteria for such consideration is as follows: Multiple cashiers are working at the same time. Cashiers are solely responsible for their drawer inserts. Cashiers move among the stations with their inserts. For further information on till management, refer to the Till Assignment section. 150

EMPLOYEE FUNCTIONS Delivery / Pick Up Service Delivery / Pick Up Overview There are two key people involved in managing delivery orders. The first is the Order Taker. This is the person who takes the order, closes the check (if paid up front) or saves the check for payment later on. The Order Taker also monitors the deliveries should anyone inquire as to the status of an order or delivery run. The other key person is the Delivery Driver. This is the person who picks the orders for delivery, collects payment at the door (be it cash or credit card) and finalizes the transaction upon returning settling to either cash or applying a charge tip before closing. Pick Up orders (sometimes referred to as Take Out or Take Away orders), are processed similar to a delivery order. The order taker creates the take out order and saves it on the system. Upon arrival of the customer, the order taker retrieves the order and closes it. 151

PIXELPOINT USERS MANUAL Delivery Screens Order Taker Screen The screen (see below) is an example of the Order Taker s screen. It is broken down into three general sections. Order Chart This area (1) is the Order Chart. Each line represents a delivery order. They are color coded to differentiate their status. Yellow lines represent orders that are in the process of being made. Green lines represent orders that are en route (in the process of being delivered). Order Detail Screen This area (2) is the Order Detail Screen. It contains details of whatever order you select from the Order Chart. The window on the left contains information of the member for that order. It shows their name, address, telephone number and delivery instructions. The window on the right contains information specific to this order; who took the order, who is delivering it, when the order was placed, when the driver left with it, how many minutes have passed for each and the total amount of the order. Order Filter Window This area (3) is the Order Filter Window. This allows the Order Taker to isolate orders by their type, by their status and by specific delivery drivers. Selection of one of the titles in this window will affect what shows up in the Order Chart window, the History Tab and the Future Orders Tab. 152

[P.] The PixelPoint logo button will log you out, returning you to the login screen. [New Check] This creates a new check for delivery or pickup. [Quick Order] EMPLOYEE FUNCTIONS This toggles you to the quick order screen to process an order for immediate settlement. [Show Trans] This displays the contents of the highlighted order. [Inquire] This allows you to isolate and locate a member's order without having to open a check. [System] This will take you to the Table Layout screen. History Tab This tab will show a history of all delivery orders placed during this shift. Future Orders Tab This tab will display all delivery orders designated for a future time. Delivery Driver Screen The display below is the Delivery Driver Screen. The large white section with order names is the Order Chart. It is similar to the Order Taker s Order Chart with the exception that it shows only delivery orders which are not en route. Notice that this display only shows more detailed information including how long the order has been active and the geographic delivery zone it needs to go to. 153

PIXELPOINT USERS MANUAL [Driver Out] This button will flag the driver as out. Along with this, all selected orders will be allocated to the driver and flagged as en route. At this point, the en route timer will also start. In summary, the Order taker creates the check by taking the order but it is the driver who then takes the on the roll of server by taking possession of the check, interacting with the customer and closing the check upon returning. The only exception to this is when the corder is paid up front. It is then the Order Taker who closes the check. And should the customer inquire as to the status of the order, it is the Order Taker who monitors the order and delivery time. 154

EMPLOYEE FUNCTIONS Order Taker A customer calls the establishment wishing to place a delivery order. The person to receive this call is the Order Taker. From the screen below, the order taker begins by establishing the member record and applying it to the check. Placing A Delivery Order 1. Select [New Check]. 2. From the member screen, retrieve the member by name or phone number. If the member is not already on file, select [New Member] and create a new record. If the order is to be placed for a specific future time, select the Future Orders tab and [Schedule] to apply the desired ready time (provided this function is available on your system). 3. With the member record on the screen, select [Use Member]. 4. The order screen will be displayed. Enter the customer's order. However, when placing the order, you must make sure that the sale type is set to Delivery. If not, the order may not show up on the driver's screen. 5. If the order is to be paid at the time of delivery (referred to as COD), select [Save Check]. You will be returned to the Order Taker screen (see above) and the order will be added. If the order is prepaid, close the check to the appropriate method of payment. Upon closing, you will be returned to the Order Taker screen (see above) and the order will be added. The charge slip(s) will also print. Make sure this accompanies the order for signing. 155

PIXELPOINT USERS MANUAL 6. The order will appear in Yellow (see above). If the order taker selects the record, it will show who the order is for, where it is to be delivered, when the order was taken and by which order taker. It will also show the total for the order and how long it has been since the order was placed. Placing A Future Order 1. Select [New Check]. 2. From the member screen, retrieve the member by name or phone number. If the member is not already on file, select [New Member] and create a new record. Select the Future Orders tab and [Schedule] to apply the desired ready time (this function must be programmed on your system). 3. With the member record on the screen, select [Use Member]. 4. The order screen will be displayed. Enter the customer's order. However, when placing the order, you must make sure that the sale type is set to Delivery or Pickup. 5. Select [Finish]. 6. At this point, you can do one of the following: 1. Settle immediately (usually where a credit card number is provided over the phone). In this case, transaction will be settled but still retained on the system. When the appropriate future order lead time arrives, the order will print and be posted in either the Delivery screen or Pickup screen for retrieval and processing. 2. Perform a partial payment (usually a credit card transaction as deposit). In this case, the pre-authorized deposit will be posted to the transaction with the remainder still owing. When delivered/picked up, make sure the charge slips are signed. 3. Select a non-credit method of payment then select the [Pay Later] button. This will only appear on the Finish screen of future order transactions. Selecting this will save the check without tendering. Future Order Credit Transactions Though the credit authorization slips print immediately upon pre-authorization, they will also re-print for future orders on the processing day of the order. Non-credit future orders are closed when the driver returns from a delivery and has confirmed that the product was delivered. Pre-authorized credit transactions however, will remain open until the Add Tip process has been completed. When applying a future order, a [Pay Later] button will appear on the Finish screen. It is for saving the order until the processing date. 156

EMPLOYEE FUNCTIONS Driver When the delivery driver logs into the system, the screen below will display containing a list of all orders to be delivered. Following the sample order that was placed in the Order Taker section, it is now ready to be delivered. 1. The driver signs in to Driver Screen (see above). 2. All orders to be taken on this trip are selected. Once selected, they are highlighted and tallied in the bottom left corner.. 3. Select [Driver Out] after picking the desired orders. A Driver Out report will print to accompany the driver on the trip. This report includes all names, addresses and amounts owing for each delivery. 4. The orders are delivered, payments either collected or signed for and the driver returns. 157

PIXELPOINT USERS MANUAL Upon signing back in, the driver is presented with this screen (see above). [Driver In] Once the Driver In button is selected, all orders in the delivery will be settled and the driver will be flagged as being ready to accept orders for the next delivery run. It is recommended that you apply all applicable charge tips prior to selecting Driver In. [Cancel Delivery] If a selected delivery order is to be removed from the driver's list, select [Cancel Delivery] to display a list of the orders. Select the desired one a [OK]. The order is then placed back in the Order Taker's delivery queue. [Map] The driver can generate delivery maps. It requires Internet access in order to function. This will also chart the directions between the establishment's address and the member's address. [Available] This will present a list of all delivery orders which have not been selected by a driver. This will allow the driver to add additional orders to their delivery run. [Your Deliveries] This will toggle the driver's screens between the unselected orders screen (Available) and selected orders screen (Your Deliveries). [Add All Tips] If any of the deliveries were paid on credit, it will be necessary to apply the charge tip, regardless of the amount of the tip (this includes a zero tip). Select this button to process 158

EMPLOYEE FUNCTIONS their charge tips. It is exactly the same as table servers applying charge tips. Retrieval of orders for tipping can be performed either by selecting the transaction from the tip screen or by using a barcode scanner on the transaction slip. Note: The driver can apply a charge tip to the delivery order regardless of who settled it. [Your Settings] This will take the driver to the Your Settings screen to perform cash out and clock out functions. [Billboard] This will take the driver to the Billboard screen to view billboard messages. [Sort By Time] Selecting this button will sort all displayed delivery orders by the time of the order. Those waiting the longest will be at the top of the list. 159

PIXELPOINT USERS MANUAL Delivery Dispatch Delivery order dispatching is an option that can be exercised should the establishment not wish its drivers to interact with the system. In such cases, it is the Order Taker who will take on the added role of dispatcher. This entails assigning the orders to the drivers and settling their checks upon return. 1. The order taker places the delivery order as normal. 2. When a delivery trip is ready, the order taker swipes in for the driver and selects the items to be taken. 3. Selecting [Driver Out], the delivery manifest is printed and the driver leaves with the orders. 4. Upon returning, the order taker selects the Driver's name in the Order Filter Window. 5. The [Driver In] button appears on the order taker's screen (see below). 6. The order taker selects this and settles the orders. If there are any charge tips to be applied, the order taker swipes in as the driver and applies the tip. 160

EMPLOYEE FUNCTIONS Delivery Scenarios COD Order In this case, the customer calls in the order indicating that it is COD (which stands for Cash On Delivery). 1. The Order Taker will apply Save Check, leaving it open to be settled after delivery. 2. When the order is ready, the driver signs in and selects the order. He selects the Driver Out button. 3. A Driver Out report prints with delivery information on each selected transaction. An example of one such transaction is shown below. The Driver Out report shows member information, directions to the location, the time he departed and what to do when he gets there. In this case, the driver is to collect $17.79. Upon returning from the trip, the driver selects [Driver In] and the following Driver In report for this transaction shows as follows: 161

PIXELPOINT USERS MANUAL The Driver In report shows how long this delivery was on the road and the fact that it was settled to cash. Prepaid Order Let us now examine the same order but in this case, the order was paid prior to delivery. The order taker has settled the transaction to credit (On Account in this case). Upon receiving pre-authorization, the charge slip(s) are printed and will accompany the order for signing. When the Driver Out report is generated it shows the following: The total of $40.85 was settled to On Account. The driver will simply need the customer to sign the charge slip. He returns with his signed copy to apply the charge tip prior to selecting [Driver In]. 162

EMPLOYEE FUNCTIONS Upon completion, the Driver In report shows that the amount of $40.85 was paid On Account. Split Tendering It is also possible to split the tendering of a delivery. For example, someone places a large order and the establishment requires a credit card deposit. You can apply the partial payment to credit card. That portion will be processes exactly the same as the Prepaid Order section. The remaining amount can be settled to cash exactly the same as described in the COD Order section. Pay Later When applying a future order, a new button will appear on the Finish Screen called Pay Later. This button will automatically save the check to the Future Order tab on the Delivery Order Taker's screen and stores it as a non-credit payment until the processing time/date of the order. 163

PIXELPOINT USERS MANUAL Pick Up Orders The process for creating a pick up order is basically the same as a delivery order. The order taker opens the check, applies the member and saves the check. It is important however that the sale type show [Pick Up] instead of [Delivery]. Upon saving the check, the order will not show up with the delivery orders on the order taker's screen. All pick up orders are located on their own screen. To view these orders, select [Pick Ups] in the order filter window (see below). To retrieve a pick up order, select the [Process Pick Up] button located in the Order Detail area. 164

EMPLOYEE FUNCTIONS Delivery Features There are many features that can further enhance the delivery process. Some of these features may require some additional purchase or configuration. Consult your PixelPoint dealer for more information. Member Lookup Auto-prompts When the Order Taker goes to the member screen to retrieve an order, PixelPoint can be set to automatically prompt for a member phone number, swipe card, or name look up. You can override the default lookup method if the situation requires it. Call Display Another method for quick member retrieval is using a call display system that can work with PixelPoint. A call display window will appear on the screen allowing you to view the identity of callers and retrieve their member record simply by selecting their name on the display. Bar Coded Order Selection Using a bar code reader, the driver can select the orders by scanning the bar code on the order slip rather than select it from the order take screen. This makes the process faster and reduces the likelihood of selecting the wrong order. Delivery Zones You will notice the word zone in the delivery record. This refers to the location of the customer. Located within the member record is a zone field in which the order taker can designate a customer to a specific delivery zone. When allocating orders to drivers, the zone field will help the order taker allocate which orders should go on which trip. For example, if a driver is travelling to the East end of town, it would not make sense to allocate an order to the West end to that driver (provided there was a driver available for West end deliveries). Zones simply help the delivery team allocate their orders per trip. Operational Toggle Button Located on the Manager Menu is a button called [Show Delivery Status Order Form]. This allows a server who may be working in either in Table Service Mode or Quick Service Mode to quickly flip over to the Order Taker screen to process a take out or delivery order. Upon completing the transaction, the user will be returned to their regular mode of operation. Future Ordering The customer stipulates that they want the order delivered at a specific time. Located on the member record is a Future Orders tab. When retrieving the member record, select this tab. Select the [Schedule] button. Enter the desired date and time the order is to be ready (see below). 165

PIXELPOINT USERS MANUAL Upon completion of this function, continue with the order as usual. It will not print, however, until the scheduled time (minus the required lead time to prepare the order). The allowable future order times and lead times will all be pre-programmed into the POS. A future order can be overridden by selecting the order from the order taker's screen. All future orders are retained on a Future Orders tab located on the order taker's screen. Surcharge A surcharge is an additional charge you wish to apply to the check. It is a percentage calculation based on either the Net Total (total before taxes) of the check or the Final Total (total after taxes) of the check. 166

EMPLOYEE FUNCTIONS Not only does PixelPoint POS allow this, but it can apply a minimum and maximum charge. Minimum Charge means that regardless of what the system calculates as the surcharge, the minimum amount it can apply is (for example) $1.00. Maximum Charge means that regardless of what the system calculates as the surcharge, the maximum amount it can apply is (for example) $20.00. The calculation of surcharge can vary with the price level being used. So if a discounted price level is applied, the surcharge may be higher to make up for the lost revenue of the order. For example, "Happy Hour" is in affect. Your normal surcharge would be 10% of the order price. But because it is "Happy Hour", that surcharge could be 15%. You can apply a different surcharge for up to 8 price levels. Example: The minimum surcharge is $1. The maximum surcharge is $20. The surcharge is 10%. The amount of the check came to $8.99 (see image on left). A 10% surcharge would be $.90. But because the minimum surcharge is set to $1, the surcharge applied would be $1 instead of $.90. Therefore the total for the check is $9.99 (8.99 + 1.00). Inversely, if the amount of the check came to $220, the 10% surcharge would be $22 but the because the maximum surcharge is set to $20, the surcharge applied would be $20 instead of $22. Therefore the total would be $240.00 (220.00 + 20.00). 167

PIXELPOINT USERS MANUAL Extending the above example, you add a salad to the order. The net price increases to the point that 10% would exceed the $1 minimum surcharge. The net total of the pizza and the salad is now $11.98 (8.99 + 2.99). The 10% surcharge is now $1.20. Surcharge applies to situations where you want to apply a charge (such as delivery) to the order. PixelPoint POS will also allow you to automatically apply the surcharge to a specific sale type (such as delivery). 168

EMPLOYEE FUNCTIONS Hostess Service Hostess Service Overview Hostess Service refers to seating management. This entails managing line ups at the door, accommodating reservations and coordinating bussing. Within this section you will learn how to work with the hostess screen, create reservations and send bussing commands. 169

PIXELPOINT USERS MANUAL Host/Hostess Operations PixelPoint POS has the ability to allow you to manage reservations and waiting lines from a station. PixelPoint's TableTime module is required for this function to work. To set yourself up as a host or hostess, do the following: 1. Log in. 2. Select [Your Settings]. 3. In the System Interface section, select the [Host/Hostess] check box. 4. Select [Save]. You may require management authorization to make this change. 5. Log out. 6. Log back in. When you log back in, you will notice that the Quick Service button in the bottom right corner now says Reservations. 7. Select [Reservations]. Reservation Details This area contains detail information regarding a reservation. When a reservation is placed, it will show up on the Reservation List (to the right). Upon selecting the reservation entry, its details will show up in this area. It will contain the name of the guest, their phone number, the reserved table, dining section, type of reservation and when it is scheduled to begin. If a photograph is included in the member record, it will be displayed too. To indicate to other hosts that the guest has arrived and is waiting for their table, select the [Arrived] button. The arrived symbol will display next to their name in the Reservation List. To cancel a reservation, select reservation so that it is displayed in the Reservation Details window. Then select [Remove]. 170

Reservation List EMPLOYEE FUNCTIONS This will contain a list of all guests waiting for a table as well as reservations scheduled for the current day. The information includes the name of the guest, number of people in the party, requested table number, time the entry was made and the number of minutes they have been waiting. Tables List This section contains table-related information. When a guest record is selected, this window will display all available tables. The table records are color coded: Green means that the table is an exact match (dining section and seating capacity). Olive indicates a partial match (either dining section or seating capacity). Gray means that the table matches neither criteria but is still available for selection. In the event there are no tables available for seating, you can select [Bussing]. This will show all tables that are currently in bussing mode (indicated on the table layout screen as a pulsating trash can icon). These tables will be ready very soon. In the event there are also no tables shown under bussing, you can select [Printed]. This will show all tables that have had their checks printed (indicated on the table layout screen as a green table). These tables will be ready in a few minutes. To quickly view all tables which have been locked from seating, you can select [Locked]. A table is typically locked by a host to warn others not to seat anyone there. This is because the table has been reserved and there is insufficient time to seat another party there before arrival of the reservation. [Seat] This button will seat the guest entry in the Reservation Details window at the highlighted table in the Tables List window. Upon doing this, the entry will be removed from the Reservation List, the table entry will be shown as unavailable and the table icon on the Table Layout screen will flash white. This will tell the servers that someone is seated at that table and requires service. If the table has not been attended to after a certain length of time, it will change from flashing white to flashing yellow with an exclamation symbol on the table icon. [View Layout] This will view the table layout in the section matching the selected table. 171

PIXELPOINT USERS MANUAL [Clear Selection] This button will remove the highlight from the selected Table Window entry allowing you to select another table. [Lock Table] This button will highlight (red) the selected entry in the Table Window. The purpose of doing this is to prevent anyone from accidentally seating guests at a table that you want to keep available. For example, a reservation for Table 4 is expected to arrive in 10 minutes. The table is now available. You select this table and press [Lock Table] to turn it red. This tells everyone not to seat people at that table. When the reservation arrives, you can then unlock the table and seat them. [Unlock Table] This button removes the red highlight from the selected table entry. [Unlock All] This button removes the red highlight from all tables that are currently flagged as locked. [Up] / [Down] These buttons will allow you to scroll up and down the table list. [Add Reservation] This button allows you to add a reservation to the system. A wizard will walk you through the process of adding their name, number of guests, table preferences and when they would like to dine. Refer to Reservations for further information about this process. 172

[Add To Waiting List] EMPLOYEE FUNCTIONS This button allows you to add a guest to the list of people waiting for a table. A wizard will walk you through the process of adding their name, number of guests and table preferences. When you complete this, they will be added to the list in the Guest Window. [Reservations] This button allows you to view and edit reservations for any given day. [Setup] This button will allow you to configure the reservation system. The Sections window will allow you to identify which dining section to include in the Reservation function. The Forward Reservation Visibility function will allow you to dictate how soon an upcoming reservation should be included in the Reservations List. Paging Enabled allows you to turn on/off the interface for guest pagers. [Pagers] If your system is interfaced with a guest pager system, you will find a new button on the reservation screen. Select [Assign Pager]. 173

PIXELPOINT USERS MANUAL A keypad will display asking you to assign this guest to a pager. Select one, the number will be displayed on it. Enter that number into the keypad. The record will then show the pager number associated with that guest. The Reservation Details section will now include an icon and the pager number for that guest's record. To activate the pager, select the icon. A signal will be sent activating that pager. 174

EMPLOYEE FUNCTIONS Note: If the Host/Hostess function is not available on your system, contact your local PixelPoint Reseller for further details on acquiring PixelPoint TableTime. 175

PIXELPOINT USERS MANUAL Seating Customers Walk-In Traffic The restaurant is not filled to capacity. A group walks in and wants to be seated. There is a permanent entry in the Guest Window section called Walkin. You use this for quick seating of customers when waiting is not required. 1. Select [Walkin]. 2. The Table Window shows all tables that are available. 3. Select the desired table. 4. Select [Seat]. 5. The table is now flagged as occupied. To servers, the table will start to flash indicating that someone is seated there but the order has not been taken yet. It will remain this way until someone selects the table and enters the order. Waiting Line The restaurant is getting full. A group walks in and will wait for an available table. 176

EMPLOYEE FUNCTIONS 1. Select [Add To Waiting List]. 2. Enter the name of the party in the name field (see above). If they are a member, you can apply them using either [Swipe Member Card] or [From Database]. 3. Select the desired dining section. You may leave it as Any Section meaning the customer does not care which dining section they are placed in. 4. A list of all tables within that section will display. You may select one or default to Any meaning they will take any table in that section. 5. Select the number of people in the party. If more than 25 people, select the [Other] button. 6. Select [OK]. 7. The information is added to the Customer Window and their waiting time starts. Seating Reservations A reservation resides in the Customer Window. 1. If the table is currently available and the customer is expected soon, select the table then select [Lock Table]. The table will be highlighted in red. This tells all other hosts not to seat anyone at that table. 2. The reservation customer arrives. If the table is locked, select the table, select [Unlock Table]. If the table will be done soon, select the reservation entry then select [Is Here]. A tiny symbol will display next to the reservation indicating that the reservation has arrived and is waiting. 3. Select the reservation in the Customer Window. 4. Select the reserved table. 5. Select [Seat]. The reservation is placed at its table. 177

PIXELPOINT USERS MANUAL Note: If the guests for the reservation arrive at different times, you can always locate which table they are at by going to the Table Layout screen and selecting the [Who Is Here] button. It will list all members currently seated and which table they are at. PixelPoint's TableTime module is required for this function to work. 178

EMPLOYEE FUNCTIONS Reservation You add reservations from the Host/Hostess Screen. Let us assume that a client calls and wishes to place a reservation. 1. Select [Reservations]. 2. A window will display showing all reservations for the current day (see below). 3. You can view reservations for any day by using either the arrow keys or specifying a date using [Change Date]. 4. Should you need to edit or remove an existing reservation, use the [Edit] or [Remove Table] buttons. Add A Reservation 1. Select [Add Reservations] 2. The Reservation Details screen will display (see below) 3. Select the desired year, month and calendar day for the reservation (1) 4. Select the desired time (2) 5. Select the number of guests who will be dining (3) 6. Select the estimated duration of the reservation (4) 7. Select [Next] 179

PIXELPOINT USERS MANUAL On the next screen (see below), you pick the table to reserve. The guest can stipulate a specific dining section, specific table or group of tables. You can reserve an entire dining section or the entire restaurant if necessary. At this point you can select either [Next] or [Finish]. If you select [Next], you can then identify the reason for the reservation (such as an anniversary or birthday) and also add a comment. 180

Note: PixelPoint's TableTime module is required for this function to work. EMPLOYEE FUNCTIONS 181

Manager Functions Manager Functions Overview This section addresses all features and functions that pertain to management operations. Within here are instructions on how to start the system at the beginning of the day, how to shut down the system at the end of the day, and explanations for each selection contained in the Manager Menu. There is also a troubleshooting section which provides assistance addressing common operational mistakes, diagnosing system-related problems and initiating preventative measures. 183

PIXELPOINT USERS MANUAL System Concept There are three basic types of configurations to a PixelPoint POS system. Dedicated Server Configuration A back office PC, referred to as POSSERVER, resides out of the way of the restaurant operation in an isolated area. The PixelPoint POS software resides on this PC. The POS stations used by the employees are located throughout the establishment. Each station is numbered. This configuration is used in establishments requiring intensive use of the system (such as larger establishments with many stations or those with high customer traffic). Non-Dedicated Server Configuration In this configuration, POSSERVER and Station 1 are the same unit. The PixelPoint POS software resides on Station 1. This configuration is used in establishments requiring moderate use of the system (such as establishments requiring 2-4 stations or with lowmoderate customer traffic). 184

MANAGER FUNCTIONS Standalone Server Configuration In this configuration, POSSERVER and Station 1 are the same unit. No other stations apply. This configuration is used in small establishments requiring only one station. Printers And Cash Drawers System printers are placed into two general categories: Local printers and remote printers. Each printer is connected to a station. Similarly, cash drawers are connected to the printers. PixelPoint applies special print jobs to activate the opening of the drawer. 185

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MANAGER FUNCTIONS Start Of Day Concept 24 Hour Operation If the establishment is a 24 hour operation, it never closes down. Therefore a start of day operation is not required other than to say that the beginning of the day begins immediately after the end of day process is run. At this time, all open checks are moved to the current day as are the active time clocks for working staff. The manager will also be able to retrieve the end of day reports for the previous day. Non-24 Hour Operation In a non-24 hour operation however, the process is different in that an end of day run the previous night leaves the system in a shutdown mode (possibly powered down as well). It is important that the system be started up in the following sequence. 1. Start up the PC designated as POSSERVER. Two processes will start automatically. They are the PixelPoint License Manager and SQL Database Engine. Ensure that these are running whenever the PC is on. 2. Start up Station 1. 3. A startup window will display. Select [Start Point Of Sale]. 4. A screen will display asking you to confirm the date and time. Change this (if necessary), the select [OK]. 5. Start up the remaining stations. They will each display the login screen. 187

PIXELPOINT USERS MANUAL End Of Day End Of Day Concept The term End Of Day refers to the process of collating all sales and operational data for the day. This is usually performed after the establishment has closed and is the last process prior to shutting down the system and leaving the establishment for the night. There are two types of operations that can affect how End Of Day is performed. The first is an establishment that has a set opening time and closing time. This is referred to as a Non- 24 Hour Operation. The second is an establishment that never closes. This is referred to as a 24 Hour Operation. Non-24 Hour Operation The establishment opens at a certain time. It also closes at a certain time. In an operation such as this, the requirements for End Of Day are quite clear. All checks must be closed. All charge tips must be applied (if using CreditCheck). All staff must be cashed out and clocked out. When this has been done, the only person remaining on the system is the manager performing the End Of Day. From Station 1, the manager runs the End Of Day process. At this time, the system will collate the sales and time clock data and generate all necessary reports from the station's printer. It will also automatically perform a cash out and clock out of the manager and place all stations into shutdown mode. At this point, the manager simply has to touch the button on each station's screen and it will perform a windows shut down of that unit. 24 Hour Operation The establishment never closes. Because of this, there may never be an opportunity when all checks are closed and all staff are cashed out and clocked out. To accommodate this, the End Of Day process changes to allow for open checks and clocked in staff. It also runs End Of Day "in the background", meaning that it does not affect front end operations. People using the system will not know End Of Day has even run. The End Of Day reports will be available to the manager through Report Viewer. The Sales Summary report will contain all of the End Of Day information. It is important to note that all transactions that are open during the End Of Day process will be moved to the next day as will the time clocks of staff currently working. There are two ways End Of Day can be run within a 24 hour operation: Manually and automatically. 188

Manual End Of Day MANAGER FUNCTIONS The manager chooses a time when the establishment is not very busy to run the End Of Day process. This is a good method to use in that the manager can ensure that all charge tips have been applied and co-ordinate the settlement of charge transactions with the End Of Day. However, it is the manager's responsibility to ensure that the End Of Day has been run. Automatic End Of Day The system is programmed to run the End Of Day automatically at a scheduled time. When that time arrives, the system will execute the End Of Day. This method is good for establishments that wish to have their sales reflect exactly a 24 hour period. It is also good in the sense that management will never have to worry about running the End Of Day process. 189

PIXELPOINT USERS MANUAL End Of Day Non-24 Hour Operation This process must be performed by a manager on Station 1. To run the end of day, do the following: 1. Ensure all checks are closed. 2. Ensure all charge tips have been applied (if using CreditCheck). 3. Ensure all staff have cashed out and clocked out. 4. The only person remaining on the system is the manager performing the end of day. 5. Log in. 6. Select [Manager]. 7. Select [Sales Functions]. 8. Select [Day: Finish Sales]. At this point the following events occur. 1. The end of day report is calculated and printed on Station 1's local printer. 2. The manager's cash out report is automatically printed. 3. The manager is automatically clocked out. 4. All station screens are set to shutdown mode from which you can perform a Windows shutdown by selecting the [Turn Station Off] button. 5. You can then perform a Windows shutdown on POSSERVER (if it is a dedicated server configuration). 190

MANAGER FUNCTIONS End Of Day 24 Hour Operation If the establishment never shuts down, the end of day process must allow for clocked in employees and open tables. The way it works is that all open checks are moved to the following day as are the time clocks for staff currently working. There are two ways you can run an end of day on a 24 hour operation. End Of Day Runs Automatically The system is programmed to execute the end of day process at a specific time. When this occurs, all sales and employee data is processed and can be retrieved using the reports available in Report Viewer. All open checks are forwarded to the next day as are the time clocks for staff currently working. The end of day process works invisibly in the background so there is no disruption to front end operations. End Of Day Runs On Demand The manager sees a good opportunity to run the end of day. Most checks are closed and the establishment is not very busy. To run the end of day process, the manager does the following: 1. Log in to Station 1. 2. Select [Manager]. 3. Select [Sales Functions]. 4. Select [Day: Finish Sales]. The system will process all of the data but like the automatic end of day, the process is invisible to front end operations. No reports are printed, no one is cashed out or clocked out and no stations are set to shut down mode. Note: To retrieve the end of day report, go into Report Viewer and select the Sales Summary report. 191

PIXELPOINT USERS MANUAL Manager Functions Menu Manager Functions The Manager Functions menu is available from the Table Layout screen. Select the [Manager] button to retrieve the menu (see below). To perform any of these functions, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. Listed at the bottom of Manager Functions menu is pertinent information about your system. In the bottom center you will find the version number of the PixelPoint system. You may need this if corresponding with a software support representative. In the bottom left of the window is the Open Date. This indicates the date to which your transactions are being posted. In the event the end-of-day process was not run last night, you may notice that the Open Date is set to yesterday, even though the chits and receipts show the current date. If you notice that this date is different from the current date, you should notify your manager. 192

MANAGER FUNCTIONS In the bottom right corner is the Station number which identifies which station you are currently on. There are also two yellow buttons: [Help] to provide on-line help and [Cancel] which will close this screen and return you to the customer check. 193

PIXELPOINT USERS MANUAL Sales Functions Manager / Sales Functions Upon selecting [Sales Functions] within the Manager Functions menu, you are presented with the following selections (see below). To perform any of these functions, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Sales Functions]. [Day: View Reports] This function will present management reports that are for quick viewing only. The reports presented are the same type as those generated through Report Viewer. The selection of reports presented in here can be adjusted through System Setup. [View Current Sales] This function presents a quick view screen report of sales, statistics and employee-related data (see below). It is for viewing only. 194

MANAGER FUNCTIONS [Day: Print Sales] This function generates a printed report summarizing the View Current Sales information. [Day: Finish Sales] This function executes the End Of Day process. [Tender Balancing] If tender balancing has been programmed and set to be run as part of the end of day, then you use this function. It will present a tender balancing screen from which the manager enters the amounts collected for each method of payment. This information is then compared to what the system calculates there should be and the difference is reflected as an over or short within the end of day report (see below). 195

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MANAGER FUNCTIONS Set Weather Manager / Set Weather This function pertains to establishments with outdoor seating areas (such as a patio). Sales in these areas are directly proportional to the weather. When reviewing the sales figures for past days, it would be helpful if management was able to see what the weather conditions were for that day to help explain why sales were up or down. To perform this function, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Set Weather]. 4. Follow the prompts to define the current day's weather. This information will then be appended to the Sales Summary report. 197

PIXELPOINT USERS MANUAL Back Office Manager / Back Office Selecting [Back Office] will take you to the PixelPoint POS System Setup program. From there you will be able to adjust the programming of the POS system. To perform this function, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Back Office]. For details on System Setup, refer to the Back Office Operations Manual. 198

MANAGER FUNCTIONS Report Viewer Report Viewer Manager / Report Viewer Selecting [Report Viewer] will take you to the PixelPoint POS Report Viewer program. From there you will be able to generate a wide variety of reports. To perform this function, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Report Viewer]. The Report Viewer program allows you to quickly execute and query a particular report. With the viewer, you can view, print and export any report quickly. Many of the reports may ask for a date range. The starting and ending dates are chosen from a calendar display that precedes the generation of the report. The report will then execute applying the date range you stipulated. Manipulating the folder options on the left, you can create your own custom folders and subfolders and apply any selection of reports to them. Right-clicking on the report, you can then choose to [Run All Reports]. This will execute all of the reports in that given folder. 199

PIXELPOINT USERS MANUAL Report Viewer Reports Execute A Report To run a report, do the following: 1. From the Table Layout screen, select [Manager]. 2. Select [Report Viewer]. 3. Select the desired category folder on the left side of the screen. 4. Select the desired report on the right side of the screen. If you require a detailed version of the report, select [Detailed] at the bottom of the screen. If you need to change the default printer, select [Change Printer] at the bottom of the screen. 5. Select [Run Report]. If a date range window displays, select the start date and end date. Then select [OK]. (see below) 6. The report will then generate and display on the screen. Depending on the content, it may take a few minutes to create the report. View A Report When the information has finished processing, the report will display on the screen. 200

MANAGER FUNCTIONS The section on the left represents the report sections. You can use this to skip down to a specific part of the report. [Print Report] This button will print the report to the default printer or to an alternate printer (if Change Printer was selected). [Print Current Page] This button will isolate the print to the report page that is currently displayed. [Export] This button will allow you to export the report to different file formats. Once selected, an export dialog box will display asking you who you wish to export the report. [Zoom] This button will change the display factor for the displayed report. [First] [Prior] [Next] [Last] These buttons will allow you to navigate between the various pages of the report. [Leave Report] This button will return you to the main screen. 201

PIXELPOINT USERS MANUAL Transaction Viewer Manager / Transaction Viewer This function is identical to the [Your Trans] function within Your Settings. However, this manager's version will permit the added capability of viewing transactions from any employee or all employees. Transaction Filter Window Because the display of transactions can be quite long, the Transaction Filter Window allows you to filter out unwanted criteria. For example, if you only wanted to see all delivery transactions, you would select Member/Deliveries. All transactions which were not deliveries would then be filtered out of the display. Transaction Detail Window The Transaction Detail Window displays each transaction. This display will change based on whether you select a filter or indicate whether you want to view open or closed transactions. You can sort the transactions by any of the fields listed. Touch the title bar of the desired column once to sort in descending order. Touch it again to change it to ascending order. Transaction Summary Area The area below the Transaction Filter Window displays summary information of the contents in the Transaction Detail Window. It will show the total number of customers, total number of transactions and total gross (final total) sales. 202

Open/Closed Buttons MANAGER FUNCTIONS Below the Transaction Summary Area are two additional filter buttons which allow you to isolate either open transactions (those that are still in process) or closed transactions (those that have been settled). Gray Buttons Select Area This area allows you to choose either open transactions (those that are still in process) or closed transactions (those that have been settled). [All Types] This is a secondary filter that allows you to isolate transactions based on sale type. For example, if I only wanted to see Dine-In transactions, I could isolate that using this button. [Print Receipt] This will print (or re-print) the receipt of whatever check is highlighted in the Transaction Detail Window. [Print Receipt By #] If you need to print a receipt and you know the transaction number of the check, select this button. You will be prompted for the transaction number. [Unclose By #] If you need to unclose a check and you know the transaction number, select this button. You will be prompted for the transaction number. [View By #] If you wish to view a check and you know the transaction number, select this button. You will be prompted for the transaction number. A window will display with the contents of the order. If the transaction is not yet settled, a [Use Check] button will display allowing you to open the check. [Member/Delivery] If you wish to retrieve a check and you know that a certain member was applied to it, select this button. You will be prompted to identify the desired member. [Help] This button will provide on-line help. Yellow Buttons [P.] The PixelPoint logo button will log you out. [Un-Close] This will unclose the highlighted transaction. 203

PIXELPOINT USERS MANUAL [Select Employee] This will allow you to filter transactions for a specific employee. [Show All Employees] This will display the transactions for all employees. [View] This will allow you to view the contents of the highlighted transaction. If the transaction is not yet settled, a [Use Check] button will display allowing you to open the check. [Leave] This will exit this screen and return you to Your Settings. 204

MANAGER FUNCTIONS Employee Time Clock Manager / Employee Time Clock The employee time clock function (see below) allows you, the manager, to control all aspects of employee shift functions. It is typically used in establishments where the employees are not granted the ability to clock themselves in/out or do much within the Your Settings screen. To perform this function, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Employee Time Clock]. The window on the left contains a list of all employees who are not currently clocked into the system. The window on the right contains a list of all employees who are currently clocked into the system. [Print Time Ticket] This button will print the last time ticket of the highlighted employee. [Help] This button will provide on-line help. [Shift Rules] This button will take you to the Shift Rules screen which identifies who are on (or should be on) breaks, overtime, etc. See below for further in formation on the Shift Status screen. 205

PIXELPOINT USERS MANUAL [Employee Settings] This button will take you to the Your Settings screen for the highlighted employee. From there you can change any of the settings (security permitting). [P.] This button will log you out of the system. [Clock In Employee] This button will be available when you select an employee who is not currently clocked in. This button will clock them in. [Clock Out Emp] This button will clock out the highlighted employee. They must first be clocked in, of course. [Break Start] This button will put the highlighted employee on break. [Cash Out] This button will cash out the highlighted employee. [Change Times] This button will allow you to change the clock in/out time of the employees for the current shift. [Leave] This button will return you to the Table Layout screen. Shift Rules This screen allows the manager to view the status and alerts pertaining to employee breaks and overtime. View At A Glance This view allows you to see which employees are due for breaks, meal breaks and who is on overtime. 206

MANAGER FUNCTIONS All Shifts This view allows you to see the full status of each shift including their current working job position, hours, breaks and overtime. Meal Due This view focuses on employee meal breaks and when they are due. 207

PIXELPOINT USERS MANUAL Non-Meal Due This view focuses on employee meal breaks and when they are due. Who's On Overtime This view focuses on overtime, alerting to any employees who are currently working overtime for the current day. Weekly Review This view focuses on the scheduling of employees. It examines each employee's hours worked up to this point and compares that to the remaining hours scheduled for the week and alerts for any overtime hours. 208

MANAGER FUNCTIONS Change Timeclock This is a manager's function in which there may be situations where either the clock in or clock out time for an employee has to be adjusted. These can be adjusted through Manager Functions. 1. From the Table Layout screen, select [Manager]. 2. Select [Employee Timeclock]. 3. Select [Change Times]. 4. The screen shown below will display all employees currently clocked in and those who have clocked in and out within the last 48 hours. 5. Select the desired employee. [Reprint Cash Out] This function will print a copy of the employee's cash out report. [Change Start Time] This function will present a screen (see below) with which you can set the desired date and time identifying when the employee's shift should have started. The date and time displayed below the calendar identifies your selection. Upon selecting [OK] the adjusted start time will be applied to the employee's timeclock. 209

PIXELPOINT USERS MANUAL [Change End Time] This function will present a screen (see above) with which you can set the desired date and time identifying when the employee's shift should have ended. The date and time displayed below the calendar identifies your selection. Upon selecting [OK] the adjusted end time will be applied to the employee's timeclock. 210

MANAGER FUNCTIONS Authorization Manager Manager / Authorization Manager The Authorization Manager function allows the manager to view and process all preauthorized charge transactions. PixelPoint's CreditCheck module is required for this function to work. To perform this function, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Authorization Manager]. Credit Authorization Concepts PixelPoint POS offers a credit authorization module called CreditCheck. This program, in conjunction with a credit card verification system (CCVS) allows you to process credit transactions directly through the POS without the aid of an external banking system. In the following example, we will walk through a credit transaction from the perspective of the POS system. 1. You have presented the customer with the check who in turn gives you a Visa credit card. 2. Opening the table, you go to the Finish Screen, enter the amount of the check and select [Visa]. 3. The system closes the table, it turns green and you wait for the table to be approved. The transaction information is sent through CreditCheck to the CCVS. The CCVS contacts the credit service/bank and requests approval. The credit service/bank checks the information and if there are sufficient funds, it sends a message back that it has been approved. This is not to say however, that the funds have been removed. The transaction is simply pre-authorized. The pre-authorization message comes back to the CCVS which relays this information to CreditCheck. 4. The message Approved or Declined displays on the screen and the charge slip prints. 5. You present the credit card with the charge slip. 6. The customer signs and retains their copy. 7. You take your signed copy to the station. 8. Within [Your Settings] you select [Add Tips] and apply the tip to the transaction. 9. You apply the charge tip to the pre-authorized transaction. Your system may require that a manager do this. The tip can be applied through the Authorization Manager screen. 10. The charge tip is applied to your Cash Out report. You are paid the tip at the end of your shift when you present the Cash Out report to management. 211

PIXELPOINT USERS MANUAL 11. Management settles all charges which now include the charge tips. This is done in the Authorization Manager screen (see below). When the Pre-Authorization screen is clear, management selects [Settle All Charges / End Of Day] to settle the charges. All charge transactions (with a tip amount applied) are sent to the CCVS which relays it to the credit service/bank. There, they are settled and the funds transferred. Select Area The Select area allows you to filter the displayed charge transactions. [List Forced] This shows all charge transactions that have had a tip applied. All charge transactions MUST have a tip applied, even if the amount of the tip is zero. [List Pre-Authorized] This shows all charge transactions that have not had a tip applied. Once a charge transaction has the tip applied, the record is moved from Pre-Authorized to Forced. [Voided] This shows all charge transactions that have been voided. [All Charges] This shows all charge transactions. 212

Gray Buttons [Reprint Slip] This will reprint the charge slip for the highlighted charge transaction. [Settle All Charges/End Of Day] MANAGER FUNCTIONS This will settle all charge transactions. All charge transactions MUST have a tip applied prior to using this button. The function will not work if this has not been done. It is at this time that funds are actually transferred from the customer to the establishment. [Help] This provides on-line help. Yellow Buttons [P.] The PixelPoint logo button will log you out, returning you to the login screen. [Show All Employees] This allows you to view all charge transactions. [Select Employee] This allows you to filter all charge transactions belonging to a specific employee. [Void] This allows the manager to void a pre-authorization. Upon doing this, it will ask if you wish to unclose the check. [Add Tips] This allows the manager to apply the tip to any charge transaction. [Leave] This will exit you from the Authorization Manager screen. Note: Management authorization may be required for all credit card transactions not using a swipe card. 213

PIXELPOINT USERS MANUAL Employee Functions Manager / Employee Functions The Employee Functions menu allows you to perform employee-related functions such as assigning swipe cards, applying performance points, transferring checks and adjusting an employee's schedule. To perform any of these functions, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Employee Functions]. Set Employee Access Card This function allows you to assign a swipe card to any employee. Upon selecting it, you are prompted to select the desired employee, then prompted to swipe the card. In place of the card, you can use this function to assign them a manual entry number. 214

Good Performance MANAGER FUNCTIONS This function allows you to apply good performance points to an employee. The system prompts you to choose one of a selection of reasons offered. Upon doing this, the employee is sent a message indicating that they have received a good performance point. This information is reflected in a performance point report available through Report Viewer. Poor Performance This function works exactly the same way as Good Performance except that the points are negative as are the reasons. Upon doing this, the employee is sent a message indicating that they have received a poor performance point. This information is reflected in a performance point report available through Report Viewer. Transfer All Checks This function allows the manager to control the transfer of an employee's open checks to another server. This is usually done when one shift is leaving and another one is coming on. This function is also available in the Your Settings screen, however it is restricted checks applying to the current user. This function however, allows the manager to control the transfer of all checks between any employees. Employee Schedule This function allows you to review employee schedules. This program works in conjunction with PixelPoint's StaffTime module. 215

PIXELPOINT USERS MANUAL [Select Date] Use the [Select Date] button to isolate the day you wish to review. Detail Window The window in the upper right of the screen shows all employees with schedule information for that day. Filter Window The window to the left allows you to filter the display on the right. All shows all employees with schedule information (regardless of the schedule type). Present shows the schedule records for all employees who are currently clocked in. Not Present shows the schedule records for all employees who are not currently clocked in. By Department contains a list of each department. Select a department to filter the display on the right. By Job Position contains a list of each job position. Select a job position to filter the display on the right. Shift Info This area shows detailed employee information on the person highlighted. Summary Info This area shows summarized information based on the window in the upper right corner. [P.] This button exits you from the screen and logs you out of the POS. [Select Employee] This button allows you to filter schedule information to a specific employee. [Show All Employees] This button toggles you back to the schedule display for all employees. [Leave] Returns you to the previous screen. 216

MANAGER FUNCTIONS View Scheduler This is a manager's function that allows you to view staff schedules for any given day. 1. Select [Manager]. 2. Select [Employee Functions]. 3. A screen will display (see below) allowing you to view schedules. 4. Select [Select Date] to pick the schedules for a certain day. The window on the left allows you to filter the display by department or job position. It will also allow you to filter by employees who are currently clocked in or currently clocked out. Gray Area Shift Info This area provides contact information and shift information on the selected individual. Summary Info This area provides general information based on the display above. The field [# of Shifts] identifies how many people are scheduled. The [Duration] field indicates the total number of hours within that schedule display. [Select Date] This button will allow you to choose a beginning and ending date of the desired schedule. 217

PIXELPOINT USERS MANUAL Yellow Buttons [P.] The PixelPoint logo button will log you out, returning you to the login screen. [Select Employee] This allows you to filter down to a specific employee. [Show All Employees] This removes all filtering to show all employee schedules. 218

MANAGER FUNCTIONS Product Functions Manager / Product Functions The Product Functions menu contains entries pertaining to the availability of products and orders. To perform any of these functions, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Product Functions]. Sold Out Item This function allows you set an item as sold out. Upon doing this the following events occur: 1. A message is immediately relayed to all users that the item is now sold out. 2. A large red X will also appear across the ordering button, preventing users from ordering the item. If the item contains How To Make information, this will be displayed if the sold out product is selected. The purpose of this is to allow the server to view the contents of the item and seek alternative dishes that may contain similar ingredients. 3. The item is now displayed in the Sold Out section of the Billboard. 219

PIXELPOINT USERS MANUAL Sold In Item This function allows you to reverse the sold out status of an item. Upon doing this, the following events occur: 1. A message is immediately relayed to all users that the item is now available. 2. The red X is removed from the ordering button and you can now order the item by selecting it. 3. The item is removed from the Sold Out section of the Billboard. Set Countdown On Item This function allows you to set a number to an item indicating how many are left. Upon doing this, the following occurs: 1. The number will appear in the bottom right corner of the button. 2. As one is ordered, the number will decrease by one. 3. When the number reaches zero, the item will be flagged as Sold Out setting off the chain of events associated with that function. Bar Interface This function works in conjunction with a Liquor Dispensing System in that it allows you to compare what PixelPoint has calculated against what the liquor dispensing system reports. 220

[Bar] MANAGER FUNCTIONS An establishment could have several bars, each with a liquor dispensing system. Select [Bar] to set up interface comparisons on multiple bars. The display Bar:1 will change to a Bar:2 and so on, representing each of the bars. [Stations] Each bar will apply to orders from specific stations. In the example above, the bar takes drink orders from stations 3-5. Highlight the desired station number and select [Add] to apply it. [Add All] will apply all stations. [Remove] will remove the highlighted station from the selection window. [Remove All] will remove all stations from the selection window. Report Type Area The Report Type area allows you to isolate what Summary Group types you want to review. In the case of this example, it will only check liquor items. [Keyboard] This button allows you to type text information where required. This is because most touch screen stations do not have a keyboard attached. [Employee] This button allows you to isolate orders from a specific employee. [Period] The Period area allows you to choose between current day sales or a specific date range. Selecting [Date Range] will allow you to specify transactions that took place between a certain beginning and ending date. [Calculate Values] Upon selecting the desired criteria, select [Calculate Values] to calculate the sales/usage data. [Print Variance] This button will print a comparative report showing the difference between PixelPoint and the LDS. [Print Inventory Usage] This button will print a report of inventory (stock item) usage. [Print Product Usage] This button will print a report of product usage. [Close] This button will exit you from this screen. 221

PIXELPOINT USERS MANUAL Set Est. Delivery / Pickup Times This function pertains to Internet-based orders using PixelPoint's WebToGo product. When you place a web order, the system will respond with a message suggesting when the order will be ready. You can adjust the time on this message using this function. During busy periods, you may need more time to keep up with the orders. To extend the ready time on a delivery order, select [Set Current] in the Delivery section. Using a selection of time buttons, you can increase or decrease the time. To extend the ready time on a pick up order, select [Set Current] in the Non-Delivery section. Using a selection of time buttons, you can increase or decrease the time. To reset the time back to normal for either sale type, select [Set Default] in the appropriate section. If the establishment is simply too busy to accommodate web-based orders, the Internet Order Taking area allows you to turn it on and off using the [Enabled] and [Disabled] buttons. 222

MANAGER FUNCTIONS Special Functions Manager / Special Functions The special functions menu allows you to perform low-level tasks that most users should never be given permission to perform. To perform either of these functions, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Special Functions]. Shut Down System This allows you to shut down the station. Upon selecting it, the system will leave the POS software and perform a Windows shutdown. It is not recommended that you do this for Station 1. Note: Upon shutting down a station, you will also be disabling any remote printers connected to that unit. Exit POS Software This is the only way to exit from the PixelPoint POS software. Selecting this will allow you to exit to Windows Desktop. 223

PIXELPOINT USERS MANUAL 224

MANAGER FUNCTIONS Printer Manager Manager / Printer Manager This function allows you to manage various operations pertaining to printing. To perform any of these functions, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Printer Manager]. [Redirect Printer] If a printer is not printing, refer to the Troubleshooting section to ensure that you have checked all possible causes prior to redirecting the printer. This function will route all print jobs from one printer to another printer. 1. Select the problem printer from the list of printers on the left. 2. Select [Redirect Printer]. 3. A window will appear asking you to, Select Where to Redirect selected printer Printing to. 4. Select the printer where you would like to redirect printing to. 5. Select [OK]. Above the list of printers, it will state that the selected printer Is Redirected. Any printing to the old printer will now be directed to the new selected printer. 225

PIXELPOINT USERS MANUAL The POS can also be set for auto-redirection. Should this occur, a message will be broadcast that printer redirection has been done. The system is also capable of autocancelling the redirection once the printer is back on line. [Get Printed Jobs] You wish to see all print jobs from a specific printer. 1. Select the printer for which you would like to view the print jobs for from the list of printers. 2. Select [Get Print Jobs]. The window on the right will reflect all printed jobs that have printed from the selected printer. [Re-Print Job] You need to reprint something that has already been set to a printer. 1. Select the printer from which the original receipt was printed on. 2. From the list of print jobs on the right, select the print job that you would like to reprint. 3. Select [Reprint Job]. A new receipt will be printed. [Clear All Print Jobs] If a printer has been down for a while and people have been sending print jobs to that printer, once that printer is back on-line, all pending print jobs will begin print. Do the following to cancel all print jobs to that printer. 1. Select the printer for which you would like to cancel all print jobs. 2. Select [Clear All Print Jobs]. All pending print jobs will have been deleted from that printer. [Leave Printers] This will exit you from the Printer Manager section and return you to the Table Layout screen. [Reset All Redirects] The Printer Manager screen has since been streamlined to the four buttons shown above. The function Reset All Redirects has been added to allow management to easily reset all print redirections. 226

MANAGER FUNCTIONS Reservation Functions Manager / Reservations The reservation functions allows the manager to access and work with all Host/Hostess functions within the Table Management screen. PixelPoint's TableTime module is required for this function to work. To perform this function, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Reservations]. This screen will allow you to perform the following tasks: Take a reservation. Seat a reservation. Seat walk-in customers. Manage a line up at the door. For full instructions on how to use this function, refer to the help section for Host/Hostess. 227

PIXELPOINT USERS MANUAL Show Delivery Status Form Manager / Show Delivery Status Form This function allows you to toggle between regular front-end operations and that of a delivery order taker. To perform this function, do the following: 1. Go to the Table Layout screen. 2. Select [Manager]. 3. Select [Show Delivery Status Form]. This screen will allow you to perform the following tasks: Take a delivery order. Take a pick up order. Check the status of a pick up or delivery order. Process a pick up order. Process delivery orders. For full instructions on how to use this function, refer to the help section for Delivery Service. 228

MANAGER FUNCTIONS General Functions Functions Menu There are many different ordering functions available to you when you place the order. These are accessible from the Order Screen using the [Functions] button which is located on the order screen. Listed at the bottom of Table Functions screen is pertinent information about your system. In the bottom left corner you will find the version number of the PixelPoint system. You may need this if corresponding with a software support representative. In the bottom middle of the window is the Open Date. This indicates the date to which your transactions are being posted. In the event the end-of-day process was not run last night, you may notice that the Open Date is set to yesterday, even though the chits and receipts show the current date. If you notice that this date is different from the current date, you should notify your manager. In the bottom right corner is the Station number which identifies which station you are currently on. 229

PIXELPOINT USERS MANUAL There are also two yellow buttons: [Help] to provide on-line help and [Cancel] which will close this screen and return you to the customer check. 230

MANAGER FUNCTIONS Post Inventory Usage Functions / Post Inventory Usage When you order a product, its recipe has also been programmed into PixelPoint so that it depletes those stock items every time you order the product. For example, you order a Cheese Sandwich. The recipe for this product may be: 2 slices of bread 1 slice of cheese.5 ounce butter.5 ounce mayonnaise Every time someone orders a Cheese Sandwich, inventory will deplete by these items and in these quantities. However, there may be situations when you need to deplete inventory outside of recipes. Post Inventory Usage allows you to do this. Note: PixelPoint's inventory system, StockBoy, is required for this function to work. BUFFET One common example for using Post Inventory Usage is a buffet. No two plates of food are exactly the same in a buffet so no set recipe can be applied. To apply inventory to a buffet, do the following: 1. Open a new check 2. Number of Customers = 0 3. Select [Functions] 4. Select [Post Inv Usage] 231

PIXELPOINT USERS MANUAL 5. A list of all applicable stock items will be displayed. Select one of the items used the buffet. 6. Enter the quantity used for the entire buffet. 7. The stock item has been applied to this check in the quantity you specified. Repeat steps 3-6 for each inventory item used in the buffet. 8. After entering all of the stock items that were used in the buffet, select [Finish]. 9. Settle the check to $0. Inventory levels will be adjusted automatically. 232

MANAGER FUNCTIONS Easy Add New Item Functions / Easy Add New Item This allows you to add products 'on the fly' to the POS without resorting to programming it through the back office. To add new items to the menu using this function, good into the ordering screen and do the following: 1. Select the blank button where you wish to add the item. 2. Select [Functions]. 3. Select [Easy Add New Item]. Management authorization may be required. 4. Enter the name of the item when prompted. 5. Select the type of product when prompted. If you are not sure, select Ordering Product. 6. Enter the price when prompted. 7. Select whether this is a Special (of the day) when prompted. 8. Select whether this is a Dessert (of the day) when prompted. If you answer Yes to either Special or Dessert, the item will be added to the Billboard. 9. When returned to the ordering screen, touch anywhere on the screen to refresh the display. The new product will appear. Note: This function should only be used to add new (and vital) items to the system. Before adding the item, ensure that it does not already exist on the system. 233

PIXELPOINT USERS MANUAL Void Entire Check Functions / Void Entire Check You need to void everything that has been ordered on the customer check. Rather than do this item by item, you can do them all at once using this function. 1. Retrieve the check. 2. Select [Functions]. 3. Select [Void Entire Check]. 4. A Void Reasons window will display. Select the appropriate reason. Management authorization may be required. 5. All ordered items will be voided. Note: Any items residing on the check that have not yet been sent will NOT be voided. 234

MANAGER FUNCTIONS Pre-Setting Gift Cards Gift cards can be created in advance to help speed up the sales process. To create a blank gift card: 1. Create a generic member record. 2. Check the "Is Gift Certificate" box. 3. Assign the gift card as the member swipe card. Selling A Gift Card 1. Open a new check. 2. Select [Finish]. 3. Enter the desired amount for the Gift Card. 4. Select [On Account] as the method of payment. 5. A confirmation window will display (see below). Select [Yes]. 6. The system will ask you to assign the swipe card (see below). Take one and swipe it through the reader. 235

PIXELPOINT USERS MANUAL 7. The member record is located and a confirmation prompt will appear (see below). Select [Yes]. 8. The entered amount is applied to this gift card. 9. When it comes back approved, a credit sales slip will print. Have the customer sign this. 10. Close the check to the desired method of payment. The gift swipe card will now access a member record containing a credit balance equal to this purchase. It is ready for immediate use. 236

MANAGER FUNCTIONS Training Mode When an employee is in training mode they can do everything that an active employee can do in terms of opening checks, ordering items and settling checks. However, there are some stipulations to this functionality. They are as follows: Nothing prints (kitchen prints, bar prints, receipts, etc). Cash drawers do not open. The word TRAINING is displayed on the Finish screen (see below). Their sales are not applied to the day's sales numbers. Training mode is applied in the Back Office system. 237

PIXELPOINT USERS MANUAL Security PixelPoint POS contains extensive security to ensure reliable reporting, controlled user operations and monitored activities. Listed below are some key points to be aware of and some safeguards that should be considered when managing the system. Authorization Security levels are applied throughout the system which are based on job position. A manager can do more on the system than a server who can do more on the system than a cook. When an employee encounters a function in which their job position may not have sufficient security clearance for, the system will present a window indicating the need for management authorization. The message will identify the attempted function and indicate that a manager must swipe their access card to authorize this function. When performing a task that will require management authorization, the best method of doing this is to have the employee perform the task up to the point that this message displays. At that time, call upon the manager to grant access to continue. Swipe Card vs Manual Entry Aside from the advantages of faster access, magnetic swipe cards are much more secure than manual entry numbers. Banking machines cover their keypad so prying eyes cannot see the numbers being entered. However this is not so simple to do on a POS station and it is possible that your manual entry number could be seen by another person. This could be very bad should it happen to be a manager's number. The employee is not required to ever know the number contained on their swipe card, yet they must memorize their manual entry number. Sharing of this information could also lead to false time clock entries. It is best to avoid these and other potential security problems by ensuring that everyone is using a swipe card. 238

Receipts MANAGER FUNCTIONS Once a customer's check has been printed, all subsequent check prints (for that transaction) will include the word REPRINT in large letters, regardless of whether items were added or removed. Receipts can be set to print automatically upon closing a check. Charge Tips Charge tips can be applied either by the server (Your Settings / Add Tips) or by the manager (Manager / Authorization Manager / Add Tips). If possible, leave this as a management function rather than an employee function. In so doing, the manager will be able to: Account for each and every charge slip. Check that the tip amounts are clearly marked and unaltered. Ensure that the tips are entered correctly. Easily co-ordinate the entry of tips with the batch settlement of the credit cards. PixelPoint will allow you to set security levels to prevent the server from using the Add Tips function without management authorization.. In the event it is the server who enters the charge tip, run the employee cash out reports in detailed format and cross-reference each submitted charge slip with the contents of the cash out report. The detailed cash out report will indicate the transaction number, tendered amount, tip applied and total amount for each credit card and on account transaction. Once a charge tip has been applied, the system can also be set to disallow re-tipping. Voids & Coupons The employee cash out report will track all actions involving negative values (voids/refunds, coupons/discounts and returns). Each is reported within the employee cash out report. When reviewing cash outs, it is recommended that all coupons be submitted with the cash out report for cross-referencing. PixelPoint has the ability to set security levels to coupons/discounts. For example, a server may be able to apply a 10% discount for students, but not be able to apply the 50% Manager's discount or to comp a meal. Voids/refunds also require that you provide a reason every time one is applied. The system contains a set list of ones to choose from which are included in the cash out report. Security levels can also be applied to these individual reasons preventing a server from selecting some reasons but allowing others. A pre-void is a void made prior to sending the item. Pre-voids can also be tracked and reported within the cash out report. Consider activating this if you suspect an employee is ordering an item, collecting payment then voiding prior to sending. 239

PIXELPOINT USERS MANUAL Cash Drawers There is no reason a cash drawer should be open while entering an order or after the check has been closed. If you find this happening, the employee could be abusing the pre-void function (see above). Blind Tender Balancing In a server banking environment in which each employee is responsible for their own money, tender balancing should be considered as part of their cash out process. It is a process that forces the employee to enter totals for each method of payment prior to cashing out. The tender balance screen can be set to either show how much the POS has calculated, or it can hide this total (referred to as a blind tender balance). In the example below, Cash has been set as blind and Visa has not. The Cash line does not show what the system has calculated. You can only enter the amount of cash counted. It also does not indicate whether you are over or short from the calculated amount. You will only be able to see this on the cash out report. The Visa line however does show the amount the system has calculated. It also points out (in this case) that the amount submitted is short by $0.30. This tendered information is included in the employee cash out report at the bottom of each method of payment's section. The Visa would show as follows: POS Calculated 286.86 Employee Declared 286.56 Over/Short (-) - 0.30 240

Sequential Transaction Numbers MANAGER FUNCTIONS Every check is assigned a sequential transaction number. When reviewing cash outs, all transactions (within each method of payment) will be sorted sequentially and should be cross-referenced with the actual chits, which are also numbered. It is a good practice to ensure that all order chits are sequentially sorted prior to submission with the cash out report. Every transaction (including $0 transactions, split checks and joined tables) are sequentially recorded within the system. And security levels can be set for performing $0, split check and joined table transactions. 241

PIXELPOINT USERS MANUAL Troubleshooting Correcting Mistakes Unclose A Check Server Solution 1. From the table layout screen, select [Your Settings]. 2. Select [Your Trans]. 3. Select [Show Closed Transactions]. 4. Select the desired closed transaction. If you know the transaction number, you can use the [Unclose by #] button to retrieve the check. 5. Select [Unclose]. A window will appear asking if you would like to unclose this transaction. 6. Select [Yes]. A window will appear asking if you would like to use this transaction now. 7. Select [Yes] to go into it or [No] to remain in Your Trans. Manager Solution 1. From the table layout screen, select [Manager] 2. Select [Transaction Viewer]. 3. Select [Show Closed Transaction]. 4. Select the desired closed transaction. You can do find the transaction by locating it in the list of closed transactions, or by using [Select Employee] to filter all transactions by a specific employee, or jump directly to the transaction using [Unclose by #] if you know the number. 5. Select [Unclose]. A window will appear asking if you would like to unclose this transaction. 6. Select [Yes]. A window will appear asking if you would like to use this transaction now. 7. Select [Yes] to go into it or [No] to remain in Your Trans. Unclose an Approved Credit Transaction A check was accidentally closed on another customer's credit card. The preauthorization has gone through. Manager Solution 1. From the table layout screen, select [Manager] 2. Select [Authorization Manager] 3. Select the transaction you wish unclosed. 4. Select [Void]. 5. When prompted if you wish to unclose the check, select [Yes]. The pre-authorization will be cancelled, the table will be unclosed and you can now close the proper check. 242

Credit Return You wish to reverse a credit transaction that has been settled. MANAGER FUNCTIONS Cash Refund Solution The easiest solution is to simply to refund the customer in cash. If the cash is removed from a till, it could be recorded as a pay-out. 1. From the table layout screen, select [Your Settings]. 2. Select [Pay Out]. 3. A numeric keypad will display. Enter the amount of the pay-out and select [OK]. A confirmation window will display: You entered is this correct? 4. Select [Yes] to continue. Select [No] to return to the keypad. 5. A reasons window will display. Select the appropriate pay-out reason. If using this solution, the establishment will require a pay-out reason of Credit Return. 6. A keyboard will display. Type a brief description pertaining to this pay-out then select [OK]. 7. 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. Credit Adjustment Solution This solution will require that the [Return/Exchange] function button be present on the order screen. It may also require a copy of the customer receipt. 1. Open a new check. 2. Order the item to be refunded. 3. Select [Return/Exchange Item]. 4. Repeat steps 2-3 for each item to be refunded. Each item will have a negative price. 5. Close the transaction to the same credit payment that was originally applied. Tender Balance Entry Error An incorrect total was entered into the Tender Balance screen during employee cash out. Once the cash out has been performed, the [Cash Out] button will be unavailable to do this again. Server Solution 1. Open a new table. 2. Close the check (it can be a $0 transaction). 3. Return to the Your Settings screen. 4. Cash out will be available again. Enter the correct totals when the Tender Balance screen displays. The new totals will overwrite the old ones. 243

PIXELPOINT USERS MANUAL Manager Solution 1. From the table layout screen, select [Manager]. 2. Select [Employee Timeclock]. 3. Select the employee's record. 4. Select [Cash Out]. 5. Enter the correct totals on the Tender Balance this time. The new totals will overwrite the old ones. Credit Tip Entry Error An incorrect amount was entered into the Credit Card Tip screen (the system is using CreditCheck ). Server Solution 1. From the table layout screen, select [Your Settings]. 2. Select [Add Tips]. 3. Enter the reference number for the transaction. 4. Enter the correct tip amount. This will overwrite the old one. Manager Solution 1. From the table layout screen, select [Manager]. 2. Select [Authorization Manager]. 3. Select [Add Tips]. 4. Enter the reference number for the transaction. 5. If you do not have the reference number, it can be located on the Authorization Manager screen. 6. Enter the correct tip amount. This will overwrite the old one. Re-tipping is only available for Credit Cards (which are processed in the End Of Day Batch). Other credit methods of payment such as Debit, On Account and Gift Cards are settled immediately making re-tipping impossible. If re-tipping is required for any of these other transactions, you will have to void the entire transaction and redo it applying the correct tip. Change Shift Time You need to adjust the clock in or clock out time of an employee. Manager Solution 1. From the table layout screen, select [Manager]. 2. Select [Employee Timeclock]. 3. Select [Change Times] 4. Select the employee record. 5. At the bottom of the screen are three buttons (see below). 244

MANAGER FUNCTIONS 6. Select [Change Start Time] to change the shift start time. The screen will show the current start time. 7. Select [Change End Time] to change the shift end time. The screen will show the current end time. 245

PIXELPOINT USERS MANUAL Preventative Maintenance Here are some tips that will help you to maintain your PixelPoint POS system. Though this area covers several of the more common applications of preventative maintenance, there may be other situations that you may think of that could apply to your establishment. Write them down and document a plan of action for each. Should any occur, the staff on duty will be able to refer to them and have an emergency plan of action ready for use. Backup A backup is your safety net against losing all of your data and programming. Do it often and keep at least one copy off-site. We suggest an off-site copy in case something destroys the on-site backups, such as a fire. The backup program is \\posserver\pixelpos\backup.exe and must be run through Windows. Details of using this program are in the Back-Office Operations Manual. Contact Information The system goes down and you need assistance. Who do you call? What is the phone number? Do you have a support contract? Are you required to provide an account number? After you have checked the Troubleshooting section of this manual and are still unable to resolve your problem the next step is to call your PixelPoint Dealer for help. Make sure you have all information on who to call and what information to provide. Have this information clearly posted. Manual Contingency Plan Hospitality operations of today rely so heavily on electrical devices that the operation essentially grinds to halt when that system goes down (for whatever reason). This is not to suggest that it will happen with your PixelPoint system but it could happen with ANY system. To prepare for such an emergency, it is a good idea to have a manual ordering system ready. You should consider acquiring and storing the following emergency supplies: Note pads & pencils A calculator A credit card swipe unit An order wheel A cash drawer that can be opened manually Written instructions on how to take and process orders using this system 246

Power Supplies MANAGER FUNCTIONS When the power goes down, your system should be able to function long enough for you to print all checks, switch to a manual system and properly shut down the system. To ensure that this is possible, every station and printer should be plugged into a UPS. Remote Support Having a support technician on-site is the best possible solution but there are two downfalls to this. (1) It can be a costly solution for what may be a minor problem and (2) it takes time for the technician to physically get there and your problem will continue until they arrive. One excellent alternative to this is to ensure that the support technician is able to connect to your system remotely. This can be accomplished by connecting your server into a data line (such as an internet connection). Two programs commonly used for this type of application are PCAnywhere and VNC. In either case, the technician will be able to connect into your system from their PC and troubleshoot your problem right away. Of course, if the problem is related to your system hardware, the technician will have to come on-site. However, the problem will have been properly diagnosed prior to their arrival. This will help ensure that they know exactly what to address and will have the necessary parts and supplies with them. In most cases, remote support will minimize the impact of any problems by greatly reducing the cost and time required to address it. Server Failure Should the POSSERVER fail for any reason and it is critical that the establishment continue to operate without interruption, it is advisable to consider the investment into either a mirrored hard drive or a mirrored server. A mirrored hard drive will allow you to quickly switch to the backup hard drive should the main one fail. While this is a cost-effective solution, it will only guard against a hard drive failure. It will not prevent down time should the server fail for any other reason. A mirrored server on the other hand will allow you to quickly switch to the backup PC should the main one fail. While the investment into this solution may be slightly more, you should weigh this cost against the cost of lost revenue due to down time. In most cases, it will easily cost-justify itself. Configuration of these solutions is available in the Back-Office Operations Manual or can be provided by your PixelPoint Dealer. Station Failure The stations are touch screen units, meaning that you operate them by touching the screen. This can be a problem should the unit fail to respond to screen input. In such cases, a computer keyboard may give you the capability to unlock the station and properly restart it or 247

PIXELPOINT USERS MANUAL shut it down. It is therefore recommended that ensure that you have a plug in keyboard on the premises and know where it plugs in. System Supplies Always ensure that you have a stock of spare rolls of printer paper and printer ink cartridges. Should a printer go down due to one of these running out, you will not be able to use that printer until the component is replaced. 248

MANAGER FUNCTIONS System Problems Printer Not Printing Look to see if the printer is on-line. There may be a light on the front to indicate this. Turn the printer off and back on. Check the power cable to ensure that it is secure. Check the network cable connection at both the printer and the station it is connected to. Ensure they are secure. Check if the printer is out of paper. Feed the paper through to ensure nothing is blocking its path. Make sure the printer ribbon (if applicable) is secure and has ink. Go into Printer Manager to see if the printer has been redirected. Run a self-test on the printer. 1. Turn it off 2. Hold down the printer buttons 3. Turn it on while holding the buttons 4. Turn it off to discontinue Check the station it is connected to. Ensure that the station is functioning. If all of the above have been checked, redirect printing to another printer and call your PixelPoint Dealer for support. Station Not Starting Up Check that the station has power and is turned on. If you have a UPS (uninterruptable power supply), make sure it is on. Make sure the monitor is on. Check all cable connections. Check the brightness level on the monitor. Try plugging the station into another power source. If all of the above have been checked, call your PixelPoint Dealer for support. All printers connected to this station may not be functioning either. Station Is Not Responding 1. Attach a keyboard to the station that is not responding. 2. Press [NumLock] key a few times to ensure the system is reading the keyboard. You will be able to tell by the NumLock light going on and off. 3. If responding, press [Ctrl] [Alt] [Delete] at the same time. 4. Select [Shut Down] (this may vary depending on the operating system you are using). 5. After Windows shuts down, power down the station. 6. Wait several seconds, then power it back up. 7. Disconnect the keyboard and resume operation. 249

PIXELPOINT USERS MANUAL Unable To Cash Out An Employee It is possible that there is an open transaction that needs to be closed prior to cashing this person out. Check for red tables in the floor layouts. From the floor layout, select Transaction View to see if there are any saved quick order checks. Select Your Settings / Your Trans. Check the box for Open Transactions. This will view all open transactions. 250

Glossary B Bar Code: A printed horizontal strip of vertical bars used for identifying reference numbers. The codes, which represent numerical data, are read by a bar code reader and interpreted as the equivalent of a manually entered number. Buffet: A method of dining in which large quantities of food are placed on a long table and the guests serve themselves. Buffets usually allow the guests to return for more food as often as they like. Bussing: This is a job position in which the individual generally helps the servers. Bussers are usually responsible for clearing and setting the tables. Call Display: A process that allows you to view the identity of the person phoning in. Charge: A credit transaction. C COD: An acronym for Cash On Delivery. The transaction is paid upon delivery of the order. Traditionally this was paid by cash. Combo: A specific combination of products that are offered at a discounted price. Comp: Short for Complimentary. When something is provided free-of-charge, it is referred to as being "comped". Coupons: A printed form entitling the customer to a specific discount or promotional program. Cover Charge: An admission fee. CreditCheck: PixelPoint's credit authorization program. This is an add-on module that allows you to process credit transactions directly through the POS system. E End Of Day: The process of tallying the day's sales and time clock information, reporting the totals and resetting the system for use the next day. F Forced Question: A forced modifier. You are prompted to answer a question regarding the item you are ordering. G 251

PIXELPOINT USERS MANUAL Gift Card: A magnetic swipe card used to retrieve a member record. The member's credit balance is pre-purchased. The balance can be replenished at any time. The member account also allows the customer to participate in incentive programs. Happy Hour: A designated time when bar prices are reduced to encourage sales. H Hardware: The tangible part of your system. The computers, the printers, the cabling, etc. If you can touch it, it is hardware. See Software for related information. Hold And Fire: A method of ordering in which the server controls when certain courses print in the kitchen. Incentive Programs: Prizes are awarded to members to encourage them to continue their patronage. For example: If a member collects 100 points, they are awarded a discount or promotional item. Interface: The interconnection of two independent systems, allowing them to share or exchange information. Label: A name given to a specific check in order to identify it easier than by using the transaction number. The customer's name represents the most common label. LDS: An acronym for Liquor Dispensing System. It is an automated system for bars which controls and monitors the dispensing of liquor. I L License Manager: This is a utility program that manages the authorization of the software and its add-on components. It must be running in order for the PixelPoint system to work. P PLU: An acronym for Price Look Up. It is a method of ordering in which items are assigned a number. Upon entering the number, the corresponding item is added to the check. POSSERVER: This is the default name given to the server computer which holds the PixelPoint software and database. Pre-void: Voiding an item that has not been sent to the kitchen or bar. Often used for correcting immediate mistakes. Product: A menu item. There are 13 different types of products you can use in PixelPoint. Punch Index: A reference number pertaining to a specific employee shift. 252

S GLOSSARY Shift: The time an employee works within a given day. It also refers to a range of days when discussing employee scheduling. Software: The intangible components of your system. The PixelPoint program, your data and the Windows operating system are all software. If you cannot physically touch it, it qualifies as software. See Hardware for related information. Split: To divide a check between customers so each has their own check. This can be applied to individual products too. You can split tenders too meaning you pay part of the total on one method of payment and the remainder using another method of payment. SQL Database Engine: SQL is an acronym for Structured Query Language. This is a utility program that manages the flow of information to and from the system database. It must be running in order for the PixelPoint system to work. StaffTime: PixelPoint's employee scheduling program. This is an add-on module that allows you to schedule employee shifts directly through the POS system. Station 1: This is the master station. It is the first station you start up at the beginning of the day. It is also the station you perform the End Of Day process on. StockBoy: PixelPoint's inventory management system. This is an add-on module that allows you to process inventory directly through the POS system. T TableTime: PixelPoint's table management program for hosts and hostesses. This is an add-on module that allows you to process reservations and manage guest seating directly through the POS system. UPS: This is an acronym for Universal Power Source or Uninterruptable Power Supply. In either case, it refers to a backup battery power supply that keeps the PC running should the power go out. U W WebToGo: PixelPoint's web-based ordering program. This is an add-on module that allows you to process orders from the internet directly through the POS system. 253

Index 2 2nd Last Order...138 3 3rd Last Order...138 A Add Reservations...173, 182 Add Tips...5, 86, 106, 158, 213, 241, 245 Arrow Buttons... 36 Assign Pager...173 Assign Till... 33 Authorization Manager...47, 213, 245 B Back Office...200, 240 Barcode...160 Billboard... 12, 113, 160, 221, 236 Blind Tender Balance...27, 241 Breaks...15, 106 Broadcast Message... 21 Bussing... 79 C Call Display...168 Cancel Delivery...160 Cash Drawer...106, 241 Cash Out 27, 29, 33, 45, 46, 51, 106, 207, 213, 245 Cash Out Report... 30 Cash Tips...86, 106 Cashier...151 Cashiers In Quick Service...153 Cashiers In Table Service...151 Cashout... 33 CCVS...213 Change Change Date...182 Change End Time...211, 245 Change Printer...202 Change Shift Time...245 Change Start Time...211, 245 Change Timeclock...211 Change Times...207, 211, 245 Charge Charge Card... 30 Charge Gratuity... 70, 94 Charge Slips... 51 Charge Tip...30, 86, 241 Charges... 30 Check Total Window... 36 Checks & Receipts... 51 Clear All Print Jobs... 227 Clock In... 11 Clock In/Out... 17 Clock Out...29, 51, 106 Close Cash...70, 127 COD Order... 164 Combos... 134 Coupon Bar Code... 69 Coupons/discounts... 241 Cover Charge... 79 Create Splits By Seating...70, 124 Credit Credit Adjustment Solution... 245 Credit Authorization...46, 47, 151 Credit Authorization Concepts... 213 Credit Card Tip... 245 Credit Cards... 245 Credit Return... 245 Credit Tip Entry Error... 245 CreditCheck... 45, 46, 50, 190, 192, 213, 245 Credit... 5 Current Points... 59 Custom Function Buttons... 36, 70 D Database... 179 Debit With CreditCheck... 45 Debit Without CreditCheck... 45 Declare Cash Tips...86, 106 Dedicated Server Configuration... 186 Delay Print Command... 79 Delivery Delivery / Pickup Times... 221 Delivery Dispatch... 163 Delivery Driver... 154 Delivery Driver Screen... 155 Delivery Features... 168 Delivery Mode... 106 255

PIXELPOINT USERS MANUAL Delivery Order Taker's...129, 164 Delivery Orders...62, 158 Delivery Scenarios...5, 164 Delivery Screens...155 Delivery Service...231 Delivery Zone...138, 168 Delivery... 78 Delivery...154 Delivery...158 Delivery...160 Delivery...221 Detailed Order Info...70, 125 Dine-In... 54, 110, 129, 204 Divide By... 40 Drawer...106 Driver Driver In... 5, 160, 163, 164 Driver In button...160 Driver In on Order Screen... 5 Driver Operations...106 Driver Out... 155, 160, 163, 164 Driver Out button...164 Driver Screen...160 Driver...160 Driver...163 Drive-thru...131, 142 Drive-Thru Service...131 E Easy Add New Item...70, 236 Email... 59 Employee Employee Cash Out... 29, 30, 33, 86, 151 Employee Functions...1, 216, 219 Employee Functions Overview... 7 Employee Has Open Charges...16, 29 Employee Has Open Tables...16, 29 Employee Schedule...51, 216 Employee Settings...207 Employee Time Clock...5, 207 Employee Timeclock...211, 245 Employee Tip Summary... 86 Employee Who Started...151 End Of Day End Of Day 24 Hour Operation...193 End Of Day Batch...245 End Of Day Concept...190 End Of Day Non-24 Hour Operation...192 End Of Day...190 End Of Day...196 End Of Day... 213 End Of Shift... 27 Exit POS Software... 225 F Final Total...40, 168 Finish...36, 43, 44, 45, 46, 47, 64, 65, 94, 127, 158, 240 Finish Sales...192, 193, 196 Finish Screen...5, 36, 40, 164, 213 Finish Splitting... 84 Floats... 23 Floor Display Area... 104 Floor Layout... 27 Forced Questions...5, 8, 73, 98, 134 Functions Functions / Charge Gratuity... 94 Functions / Create Splits By Seating... 124 Functions / Detailed Order Info... 125 Functions / Easy Add New Item... 236 Functions / How To Make Item... 93 Functions / Label... 95 Functions / Move Items... 123 Functions / Move Table...120, 121 Functions / Post Inventory Usage... 234 Functions / Re-Order... 149 Functions / Stop All Timers... 148 Functions / Transfer Check... 119 Functions / Void Entire Check... 237 Functions Buttons... 36 Functions Menu... 36, 91, 115, 136, 146, 232 Future Orders... 129, 158, 164, 168 G Get Check...36, 131, 144 Get Printed Jobs... 227 Gift Card... 49, 62, 64, 65, 238, 245 Gift Card Wizard... 65 Gift Certificate...49, 65, 138 Gift Certificate/Card... 59 Good Performance... 216 H Hold-And-Fire... 79 Host/Hostess... 104, 106, 173, 230 House Account... 62, 64 House Credit... 62 How To Make...93, 113, 221 256

INDEX I Incentive Programs... 62 Internal Mail... 21 Internet...160, 249 Internet Order Taking...221 Is Gift Certificate...238 Is Here...104, 179 Items That Are Sold Out...113 J Job Position...86, 216 Join Tables...121 K Kitchen Command... 79 L Label...95, 144 Last Name Find...138 Last Order...138 Liquor Dispensing System...221 List Pre-Authorized... 47 Local Printing... 51 Lock Drawer...106 Lock Table...173, 179 Log In... 13 Log Out... 13 M Mail Message... 21 Manager Manager / Authorization Manager...213, 241 Manager / Back Office...200 Manager / Employee Functions...216 Manager / Employee Time Clock...207 Manager / Printer Manager...227 Manager / Product Functions...221 Manager / Report Viewer...201 Manager / Reservations...230 Manager / Sales Functions...196 Manager / Set Weather...199 Manager / Show Delivery Status Form231 Manager / Special Functions...225 Manager / Transaction Viewer...204 Manager Functions...1, 194, 211 Manager Functions menu...5, 194, 196 Manager Functions Overview...185 Manager Menu...168, 185 Manual Contingency Plan... 249 Manual End Of Day... 190 Manual Keyboard... 79 Manual Login... 12, 13 Maximum Charge... 168 Member Member / Delivery Transactions... 5 Member /Delivery... 70 Member Account... 48 Member Group...62, 138 Member Lookup Auto-prompts... 168 Member Payments... 64 Member Screen... 5, 59 Member/Delivery48, 64, 70, 110, 138, 204 Member/gift... 65 Minimum Charge...79, 168 Modifier Grid... 36 Move Items...70, 123 Move Table...70, 120, 121 N Net Total...94, 168 Non-24 Hour Operation...189, 190 Non-Dedicated Server Configuration... 186 Non-Delivery... 221 Non-Meal Due... 207 O On Account...59, 62, 64, 164, 245 Open Date... 91, 115, 136, 146, 194, 232 Open Transactions... 252 Open/Closed Buttons...110, 204 Order Page Grid... 36 Order Receipt... 36, 40 Order Screen. 5, 36, 91, 93, 98, 115, 127, 136, 144, 146, 148, 232 Order Taker Operations... 106 Ordering Product... 236 Over/Short...30, 241 Override Schedule... 17 P Paging... 173 Pay In... 25 Pay Later...5, 158, 164 Pay Out...26, 245 Pick Up Orders...129, 167 257

PIXELPOINT USERS MANUAL PixelPoint PixelPoint License Manager...189 PixelPoint POS Report Viewer...201 PixelPoint POS System Setup...200 PixelPoint's CreditCheck...47, 51, 62, 64, 65, 86, 106, 138, 213 PixelPoint's StaffTime...19, 51, 216 PixelPoint's TableTime 173, 179, 182, 230 PixelPoint's WebToGo...221 PLU Lookup...69, 70 Pooling... 86 Poor Performance...216 POSSERVER... 186, 189, 192, 249 Post Inventory Usage...234 Pre-authorization.5, 46, 47, 158, 164, 213, 245 Pre-Authorized...213 Pre-Authorized Credit Void... 47 Prepaid Order...164 Preset Quantity... 70 Pre-Setting Gift Cards...238 Preventative Maintenance...249 Pre-Void... 89 Price Price By Member Group... 78 Price By Report Category... 78 Price By Sale Type... 78 Price By Station... 78 Price Levels... 78 Price Look Up... 70 Print Print All Receipts...84, 142 Print Consolidation... 54 Print Desserts...113 Print Inventory Usage...221 Print Next Week's Schedule... 51 Print Product Info...93, 113 Print Product Usage...221 Print Receipt..40, 51, 57, 70, 82, 110, 204 Print Receipt By...57, 110, 204 Print Sold Out Items...113 Print Specials...113 Print Time Ticket...207 Print Variance...221 Printer Manager...227, 252 Printer Not Printing...252 Printers And Cash Drawers...186 Process Pick Up...129, 167 Product Bar Code... 69 Product Functions...221 Product Grid... 36 Product Types... 79 Punch Index... 30 Q Quantity button...5, 8, 36, 73, 98 Quantity Void... 89 Quick Order...104, 106, 155 Quick Service...36, 127, 144, 153 Quick Service Mode... 168 Quick Service Transactions... 127 Quick Tender Buttons... 40 Quick Unclose... 70 R Rated Item... 82 Recipe Item... 79 Redeeming... 65 Redirect Printer... 227 Remote Printing... 54 Remote Support... 249 Rentals... 82 Re-Order...70, 149 Report Type... 221 Report Viewer...190, 193, 196, 201, 202, 216 Re-Print... 57 Reprint Cash Out... 211 Reprint Job... 227 Re-Print Job... 227 Reprint Slip... 213 Request Time Off...19, 106 Reservation... 106, 173, 179, 182 Reset All Redirects... 227 Response Mail... 21 Return Exchange Item... 70 Return/Exchange... 245 Running End Of Day... 190 Tab 144 Running... 144 Running... 190 S Sale Type... 36, 54 Sales Functions... 27, 51, 192, 193, 196 Sales Summary...190, 193, 199 Save Check... 36, 129, 131, 144, 158, 164 Schedule...19, 106 258

INDEX Seat Number... 70 Seating Customers...179 Position... 79 Reservations...179 View...104 Seating... 79 Seating...104 Seating...179 Security...241 Send Command...79, 104 Send Order... 70 Service Overview...141 Service/bank...213 Set Countdown On Item...221 Set Current...221 Set Employee Access Card...216 Set Weather...199 Settle All Charges...213 Shift Info...216, 219 Shift Operations...7, 11 Shift Rules...207 Shift Status...5, 207 Show All Employees... 204, 213, 216, 219 Show Closed Transactions...57, 245 Show Delivery Status Form...129, 231 Shut Down System...225 Size Down...70, 134 Size Up...70, 134 Sold Out...113, 221 Sort By Course... 54 Sort By Print Priority... 54 Sort By Report Category... 54 Sort By Seat... 54 Sort By Time...160 Special...113, 236 Split Check...36, 84, 95, 142 Split Forced Questions...8, 98 Split Items... 84 Split Modifiers... 73 Split Tendering...164 SQL Database Engine...189 StaffTime...17, 19 Standalone Server Configuration...186 Start Break... 15 Start Of Day Concept...189 Start Point Of Sale...189 Station 1... 192 Station Failure... 249 Station Is Not Responding... 252 Station Not Starting Up... 252 StockBoy... 234 Stop All Timers...70, 79, 82, 148 Summary Group... 221 System Setup...54, 196, 200 T Tab 36, 144 Tab Cards... 144 Table Settling... 40 Starting... 97 Table... 40 Table... 97 Table... 98 Table... 173 Table Functions... 91, 115, 136, 146, 232 Table Layout 12, 13, 15, 16, 19, 29, 43, 44, 45, 46, 47, 48, 49, 51, 57, 79, 97, 98, 104, 106, 119, 120, 123, 124, 129, 142, 151, 155, 173, 179, 194, 196, 199, 200, 201, 202, 207, 211, 213, 216, 221, 225, 227, 230, 231 Table Management... 230 Table Orders...5, 98, 127 Take Out... 154 Take Out Orders... 62 Tax 40 Telephone Find... 138 Tender Balancing...27, 29, 196, 245 Tender Settlement... 27 Ticket Number... 79 Till Assign... 33 Cash Outs With... 33 Till Adjustments... 30 Till Assignment...33, 153 Till Functions... 11 Till Management... 153 Till Not Assigned... 33 Till Pay in/out... 30 Unassign... 33 Till 5 Till 33 Time & Attendance... 5, 11 259

PIXELPOINT USERS MANUAL Timeclock... 7, 12, 15, 16, 30, 106, 211 Tips 86 Today's Specials...113 Training...240 Transaction Transaction Bar Code... 69 Transaction Detail Window...110, 204 Transaction Filter Window...110, 204 Transaction Summary Area...110, 204 Transaction View... 95, 104, 129, 142, 252 Transaction View Mode...142 Transaction Viewer...204, 245 Transaction...142 Transfer All Checks...27, 106, 216 Transfer Check...70, 119 Troubleshooting...227, 249 Turn Station Off...192 U Unable To Cash Out An Employee...252 Unassign Till... 33 Un-Close...110, 204 Unclose By...110, 204 Unlock Drawer...106 Unlock Table...173, 179 UPC... 69 Use Check...110, 142, 204 Use Member... 64, 65, 129, 138, 158 Use Scheduled Time... 17 V View Current Sales... 196 Void Entire Check...70, 237 Void Item... 36, 40 Void Reasons window... 237 Voids & Coupons... 241 W Walk-In Traffic... 179 Web-based Ordering... 62 Weighed Items... 135 Who's On Overtime... 207 Will Not Close... 16, 29 X X-Read... 33 Y Your Settings 12, 13, 18, 23, 24, 25, 26, 27, 86, 104, 106, 110, 160, 204, 207, 216, 245 Your Trans...110, 245, 252 Z Zoom In... 104 Zoom Out... 104 Z-Read... 33 260