Revel Systems Management Console Dashboard
Getting Started... 4 Setting your Establishment... 4 Overview... 5 Employees... 5 Summary... 5 Employees... 5 Web Access... 7 Roles... 7 Schedules... 9 Summary... 9 Time Sheet Rules... 9 Shift Schedule... 11 Shifts... 12 Time Worked... 12 Payroll Report... 12 Reports... 14 Summary... 14 Selecting the Reporting Period... 14 Sales Summary... 14 Hourly Sales... 15 Product Mix... 15 Discounts and Voids... 16 Order History... 16 Other Reports... 18 Payment Summary... 19 Establishment Sales... 19 House Accounts... 20 Gift Cards, Gift Transactions and Reward Cards... 20 Customers Orders... 21 Labor... 22 Payout... 22 Products... 23 Summary... 23 Products... 23 Product Fields... 23 Product Modifiers... 23 Product Options... 24 Modifiers... 26 Modifier Categories... 26 Modifier Fields... 26 2
Categories... 27 Classes... 28 Discounts... 29 Taxes... 30 Import/Export... 31 Inventory... 33 Establishment Setup... 34 Summary... 34 Settings... 34 Summary... 34 POS Settings:... 35 Quick Service Settings... 36 Table Service Settings... 36 Retail Service Settings... 37 Scales... 37 Grocery... 37 Receipts... 37 Payments... 39 Credit Prompt Tip Values... 39 Gift, Rewards and Admin Cards... 40 Gift Cards... 40 Rewards Cards... 40 Admin Cards... 40 KitchenView/KitchenPrint... 40 Social Networks... 41 Kiosk Settings... 41 Password Control... 42 Support... 42 3
Getting Started This document covers at a very high level the options you see when you first log into your Revel Systems backend. The actual options available to you will vary depending on your access permissions. Keep in mind, that your Revel Systems POS is a constantly evolving and changing product, and so there will often be new features coming out that may not be covered by this guide. If you should have any questions, don t hesitate to contact us at support@revelsystems.com. Setting your Establishment When signing into the backend management console, you may be prompted to select a brand and establishment. If the user logging in is only linked to a single establishment, the brand and establishment will be auto-filled for you. If, however, you have permissions to multiple brands and establishments, you will see the screen below. Click on the Choose A Brand option to select your brand, and then choose your establishment by selecting the Choose an establishment(s) option. Keep in mind; at any given time you can select multiple brands or establishments as desired. 4
Overview The first tab on the dashboard is the Overview tab. This tab offers a number of quick glance graphs, giving a quick look at the general outlook of your business. You can check Sales and Orders both by Day and by Week: Employees Summary Users for the front-end application and the back office management console, as well as their Roles, are created and managed within the Employees tab. Within this tab you can set permissions for all of your employees across all levels and establishments. Employees Every individual who accesses the Revel POS or back office management console needs to be created as an employee. You create an employee by clicking the Add Employee button at the upper right corner within the Employees tab. In order to create an employee, you will need to fill out some basic information; the required fields are in red below: 5
First Name The Employee s first name. Last Name The Employee s last name. Email The Employee s email. PIN The 4-digit PIN that the employee uses to log into the ipad. It *must* be unique within the establishment, and should probably be unique within the entire organization. External ID A free form field establishments can use to hook up to their payroll systems. Will often be filled in with the employee s social security number. Employee Card If the establishment supports login by swipe, this is the number of the employee s card. Employee Start The first day the employee can have access to the system (likely the day they start working) Department Users must have a department, even if just as a filler. Active Is the Employee active or not. Only active employees may login to the ipad or appear in reports Exempt Is the employee exempt? After clicking Create (or when viewing already created employees), additional information appears. Roles A list of the roles available to the employee. Users may have more than one role and each role may come with its own pay rate for that employee. Pay Rate The employee s pay rate for a specific role. Required if using payroll function. 6
Web Access All employees have access to the ipad using the 4-digit code provided them, however some users can also be granted access to the backend Management Console. If you would like to grant access for a user to the backend, then you will need to fill out the Web Access section. User Name Initially this is an automatically generate field based on the Employee s name. Feel free to update it to something more user friendly and easily remembered, so long as it remains unique. Password Set the password with which the user will log into the back end. Email The User s email address, this will be required if the user forgets their password. It can be the same as the email listed for the employee above. Establishments Users are associated with Establishments. If only a single establishment is selected, they will automatically be deposited into that establishment when they log into the back end. If several establishments are selected, they will have to set their establishment upon login in order to use the back end. You can control what establishments, and which areas of the dashboard within those establishments, that each employee has access to. Roles Roles control both the actions an employee can perform on the ipad, whether they are required to input a password for other functions and their pay rate. 7
Users may have more than one role. However, a user s wages will only reflect what has been entered into the employee schedule module. In general, roles are preset and inherited by the brand and establishment. They may be edited at the establishment level by checking or unchecking rights as desired. New roles can also be created by giving the role a name and then selecting the desired rights. Note that the roles listed below may not be the same roles on your system. 8
Schedules Summary The Schedules tab covers the Employee Tracking Feature of the Revel POS. From within Schedules, you can set up your Time Sheet Rules, enter future Time Schedules, track Time Worked, as well as check and manage Payroll Reports. Time Sheet Rules Time Sheet Rules dictate how the Time Schedule is set up and the settings used when calculating the payroll. Note that Revel calculates pay rates by day, not by shift. Your Time Sheet Rules MUST be set up in order to access any of the other payroll or scheduling reports. Overtime/double time rates are jumps in pay rate according to the previous pay rate. Thus, if an employee works five 10-hour days, the first four days will be 8 hours of base pay + 2 hours of overtime pay (40 hours total). The 5 th day will be 8 hours of overtime pay + 2 hours of double time pay. Maximum Regular Hours per Day The number of hours in a day before overtime kicks in. For most businesses, this will be 8 hours. Maximum Overtime Hours per Day The number of hours worked after regular time, before double time kicks in. Generally 4 hours. Doubletime Hours per Day The number of hours in a day that will calculate double time pay. Likely 4, if doubletime is used. Overtime Rate Multiplier The overtime rate increase multiplier. Generally 1.5 Doubletime Rate Multiplier The doubletime rate increase multiplier. Generally 2. Maximum Regular Hours Per Week The aggregate number of hours in a week before overtime kicks in. Generally 40 hours. Consider Seventh-Worked Day as Overtime Some states and regions require a Seventh Day Rule, requiring any work on the 7 th worked day of a week to count as overtime, regardless of weekly maximum. Any hours past the 40 th hour will count as doubletime. 9
Allow Clock-In Before Shift If checked, the ipad will not allow employees to clock-in before their shift start time. Week Starts On Select the day of the week you wish your payroll and scheduling reporting to begin on. NB: Changes to this may impact prior reporting. We recommend only making your selection when first setting up your account. 10
Shift Schedule This is where managers input the schedules for their employees. The main page displays a grid of the current week, as well as various options. Employee: Every active employee in the establishment appears in the left column. Total Hours: The sum of all the shifts that the employee has that week Dates: The shifts assigned to the employees for each day are displayed in these cells. Navigation: In the upper right are the navigation options. The user may move forward and backward by single weeks by clicking Earlier or Later. They may jump to a specific week by using the drop down to select a date beginning on a chosen date. View Hours/View Shifts By clicking the link in the upper right of the grid, you can control whether the sheet displays actual shift details or total hours assigned. 11
Shifts To add or edit a shift, click on the cell for the corresponding date. From here, you can edit shift options. Keep in mind, all shifts must be input in military time. Start The date is filled in by default. Input the starting time of a shift. End The date in filled in by default. Input the ending time of a shift. Department Single Selection Drop down. Not currently used for anything, but it must nevertheless be filled in. Role What role will the employee perform during this shift? This will associate the correct wage with a given shift, as it will be recorded in payroll. Only roles assigned to the employee are displayed as options. Action If it is a new shift, the button will offer to save the shift (and a new blank shift slot will appear). For pre-existing shifts, the button will offer to delete the shift Save Save any changes to have them reflected on the shift schedule. Time Worked Time worked receives its data two ways by manual input as in Time Schedule and by displaying clock-ins and clock-outs reported from within the ipad POS app. The manager may edit shifts created via the ipad input by clicking on the appropriate cell. Navigation and display options are identical to Time Schedule. Payroll Report The Payroll report calculates total hours worked by all employees given their assigned (and clocked) roles and wages. The report generation window will default to the report for the current week. You can change to any week in the current year, searchable by dates for the first day of the week as selected in 12
Week Starts On selection in the Time Sheet Rules. You must run the report for an entire week. At this point, no partial weeks are allowed. You can also export the payroll for any given week to CSV format for easy integration with Quickbooks, and other accounting software. 13
Reports Summary Revel Systems offers a number of Reports to help you track your establishment. All of our reports are Intelligent Reports, meaning that any potential discrepancies, or orders that could potentially confuse reports will be highlighted at the top of the page. Most reports can also be exported to CSV, Excel or JSON formatted files. Selecting the Reporting Period By default, all reports generate data based on the current day. You can select a custom time range using the dropdown list in the upper right of the page. There are preset ranges (Today, This Week, etc), as well as the ability to choose from any custom time period. Sales Summary The Sales Summary report provides financial information about all orders closed during the time period of the report. To the left is summary data about sales, taxes, discounts and payments. The lines Net to Account for and Total payments should match. If they do not, there could be discrepancies, which may be highlighted in the red Intelligent Reports 14
box at the top of the report. To the right is informational data about numbers of Orders, Tips, Voids and Refunds. The top of the page features a graphic representation of sales for the time period. If you select to filter the Sales Report by a specific employee, total tips and a list of each order closed by that employee will also be displayed at the bottom of the report. Hourly Sales The Hourly Sales report shows sales number, by the hour, as well as a percentage of total daily sales. On the upper right hand side of the report, you can also select to have the hours grouped by meal times, which can be beneficial for certain restaurants. Product Mix The Product Mix report provides a breakdown of the all the products sold during the reporting period, organized by Product Class. In addition to basic quantities and costs/prices, it also includes information about voids and item discounts. Along with Product Classes, you can also break down the report by individual items, modifiers and even SKU and total product costing. 15
Discounts and Voids The Discounts and Voids report includes information about all voids processed during a given reporting period, as well as all item and order discounts, and even exchanges towards the bottom. Order History The Order History Report is provides a detailed list of every single order that was opened or processed during a given reporting period. 16
By clicking on individual orders, you are able to track any and all pertinent information relating to the order including the employee processing the order, on which terminal it was processed, all items associated with the order, as well as method of payment. You can also search for individual orders based on Order ID number of the last four digits of the credit card used in to process a transaction. As an intelligent report, the Order History will also highlight suspicious or potentially incorrect orders. There are currently three warning levels: Yellow Yellow flags highlight orders that were closed and then later reopened within the same day. Not usually cause for concern. Orange Orange flags highlight orders that were closed and then later reopened on a different day. This could represent a return or exchange, but could also potentially have fraudulent or suspicious actions by a user or employee Red Red flags highlight orders where the Payment Received and the Amount Owed do not equal each other, meaning that an order was not fully paid for, which would require investigation 17
Other Reports All other can be found in the Other Orders dropdown list on the right hand side of the Reports screen 18
Payment Summary The Payment Summary report is a subset of the Sales Summary report. It displays all incoming payment types for a given time period. It will also show the basic information for all orders placed during that time period Establishment Sales Establishment Sales is a simple report that displays the total sales for each establishment in the brand for a given reporting period. This report can also be helpful for franchisors to calculate total sales-based franchise fees based on given percentage. 19
House Accounts The House Accounts report tracks all orders that were charged to a house account. This is helpful for billing valued, repeat customers, or sales to distributors or partners. The report shows the value of the order, date and time of the order, as well as a link to the order details. You can also designate orders that have been billed out, or have been paid. NB: You will need to add the customer s information to the order within the app at the time of purchase or else it may be difficult to associate an order with the necessary party. Gift Cards, Gift Transactions and Reward Cards These three reports are only available for Revel POS users that use the Revel proprietary gift card and reward card programs. The Gift Cards and Reward Cards reports each outline all of each card type that have been created, as well as how much credit they have outstanding. You can also search for outstanding cards by card number for easy access. To update a dollar or point amount for a given card, simply type a new amount in the Remaining Balance or Current Points sections as appropriate. 20
The Gift Card Transactions, you can also track all purchases made using the Revel gift card program. Customers Orders The Customers Orders report will show all information, orders, products as well as outstanding payments. By applying a customer s name to a ticket on the ipad app, you will track all of the customers orders. As with all reports, you can filter by time period, allowing in this case for you to single out customers that, say, haven t been back in X months. You can also export the master customer list to easily build client contact and email lists for marketing blasts, etc. 21
Labor The Labor report shows an hour-by-hour comparison of total outgoing labor costs vs. incoming sales. When the report is run for a time period greater than 24 hours, then the report will report labor vs. sales for each 24 hour period within the report generated. Payout The Payout report allows you to track payouts processed within the ipad app. This report lists all payouts by date and time, employee, register and drawer number, as well the amount and purpose for the payout. 22
Products Summary The Products tab controls your establishments product offering, including products, modifiers, categories, classes, discounts, taxes and ingredients. At any time, you can search for a specific Products Products are the actual items on offer at your store for customers to purchase. Products appear below categories and sub-categories on the ipad. You create/manage products by navigating to desired category and sub-category in the drop downs at the top of the page. Product Fields Name The name of the product. Cost The cost of the product to the establishment. Price The default price of the product to the customer. Cannot be blank. Active Only active products will display on the ipad or in the reports. Sort - Filled in by default with the next available digit. This controls the order that items are displayed on the ipad. Note that the numbers do not have to be sequential. Two items may have the same number, and will be randomly ordered. Digits may also be skipped without creating blank spaces. Product Modifiers Clicking the grey button to the right of the Product Fields will bring up the Modifiers Window. The window contains a tab in the left column for every available modifier category. You may add modifiers from more than one category to a product. In order to add a modifier to a product, you will first have to create it in the Modifiers section. Once you have selected a modifier category to apply to the product, you will need to fill in some fields. Starting from the top left: Free Enter an amount, up to which modifiers will be free of cost. By selecting either a Quantity or Dollar Amount, you can add modifiers to an item free of charge. For example, 2 toppings included, then charge for each additional topping 23
Lock Amount The maximum number of modifiers from this category that can be added to a product Modifiers Below the options, you will find a list of all available active modifiers within that category. Checking them will associate those modifiers with the product and make them available for selection on the ipad Default If checked, this modifier will be checked by default on the ipad Sort Filled in by default with the next available digit Product Options Each product has numerous options associated with it, from item descriptions, barcodes, etc. The Product Options screen is located to the right of the product fields, within the Action area. To access the Product Options, select the blue square with three white lines in the center. Name The Name of the Product Description A description of the product. Displayed in the edit item tab, or, if you are using Kiosk mode, it will be displayed under the information screen Cost The cost of the product to the restaurant Price - The default price of the product to the customer, this cannot be blank Barcode The barcode number of the item. Active Only active products will display on the ipad or in the reports Display on Kiosk If checked, the item will be available in Kiosk mode Image You can paste a.jpg URL to display a photo Kitchen Print Name If you use short hand or abbreviations for items printed on a kitchen printer, you can enter those here Sku The SKU number of the item Sold by Weight If checked, the item price will be calculated per unit of weight measurement. When item is selected in POS, the app will automatically connect to an associated scale Price Embedded - If checked this means that the price of the item can be found within the barcode scan. This price will override any price assigned in the menu. Dining Options If an item has only certain dining options available, such as only To Go, or for Catering, then you can select those options here 24
Course Number Set the default course number, if any Point Value If using the Revel Rewards integrated customer loyalty program, then you would need to enter the number of points redeemable upon purchase of the item. This would also represent the amount of points it costs to purchase the item using points Tare If an item sold by weight is sold using a vessel or container, you would represent this weight in the Tare field. It is decremented from the calculated price of the item. That is to say, if you sell bulk coffee beans, and the bowl you weigh the beans in weighs as much as $1 of beans, the final price of your yogurt will be $1 less Is Cold If checked, then an item that is purchased and marked as To Go will be sold tax free, in compliance with certain areas tax codes Tax If an item has a tax rate different than the prevailing tax rate set in your POS settings, you would select it here, assuming you had set up the tax within the Taxes area of the Product Setup. Product Class Select the class for the item, which will be significant for reporting purposes. Happy Hour If checked, then further options will appear to set a discounted Happy Hour price during a certain time period Is Combo Yes or No. If Yes, select the items that make up this combo in the drop down lists below. At the end of the Product Options screen, you will then need to select the item to be discounted. For example, say Combo #1($12) is comprised of Item1 ($5), Item2 ($5) and Item3 ($5). Within Combo #1 s Product Options, you will select Yes under Is Combo, and then put Item1, Item2 and Item3 in the drop down boxes. If you select Item3 in the Combo Discount Products selection, then when you purchase Combo #1, the three items will show on the guest check, with a $3 discount applied to Item3 Variable Pricing For items that are sold in bulk, with bulk pricing discounts. If selected, you will need to choose whether sold by weight or by quantity, and then select the corresponding pricings for your selected thresholds Printers If you have multiple kitchen printers, you can select the station to which this item will print Combo Discount Products See Is Combo 25
Modifiers Modifiers are alterations, additions or subtractions that can be applied to a menu item. In order to have them show up on the ipad, you will first need to create them in this section, and then associate them with individual menu items in the Products section. Modifier Categories Modifiers are grouped into categories. These categories serve several functions. The most obvious is organizational. It is easier to find your modifier if it is grouped with similar items. Administrative Categories Currently, there are two administrative categories. They cannot be deleted or reordered: Size This category is used to set product size. When applied to a product, the price override should be filled in. Size is always the first modifier Category displayed on the ipad Special Request These entries, when applied to products, appear in the Special Requests selection screen in the lower right hand corner of the Item Edit Tab in the ipad Standard Categories You can add unlimited standard modifier categories. By default, there is often one blank category with a nonsense name, which can be changed to whatever you like. To create a new Modifier Category, simply select New Modifier Class and filling in the fields to the right: Name The name of the modifier category Active Is the category active or not. Only active categories will be available for adding to products or visible on the ipad Sort Order Filled in by default with the next available digit Modifier Fields Once you have created a modifier category, you may select it in the left column and start adding modifiers. Name The name of the modifier Cost The cost of the modifier to the establishment Price The price of the modifier. May be positive or negative. 26
Active Only active modifiers may be associated with products or displayed in the reports Sort Filled in by default with the next available digit If you are tracking ingredient level inventory, you can also add ingredients to a modifier by selecting the left-most blue box with three white horizontal lines. The central blue box with three horizontal white lines is another way of accessing Modifier Fields Categories All products are grouped into categories and sub-categories. The Categories appear in the top row of the ipad. Selecting a Category causes its subcategories to appear in the row below. Products are assigned to a category and subcategory for classification within the ipad app itself. 27
Name The name of the Category Active Only active categories can have products associated with them and only active categories are displayed on the ipad. Sort Filled in by default with the next available digit. Controls the order that items are displayed on the ipad. Note that the numbers do not have to be sequential. Two items may have the same number, and will be randomly ordered. Digits may also be skipped without creating blank spaces. Sub-Categories Sub Categories are found and entered by clicking the blue arrow to the left of the Category name. Sub-categories have the same input fields as categories. Classes Classes are used to organize reporting. Every product will need to have a class. Users may define their own classes, which are the highest level of classification and are associated with an item at the product level. Name The name of the class. Should be unique Active - Only active classes may be assigned to products and show up in reports Sort The order in which classes appear in dropdowns 28
Discounts This page controls discounts. In this page, you will enter any and all discounts that are added to items or used in your POS. You can enter the discount information on the main screen, or by clicking the blue options box with three white lines. Effective from The start date of the discounts availability. This field cannot be blank, and must have a start date. Effective to If a discount is for a limited time only, you can enter an end date in this field. You can also leave it blank for indefinite discounts. Product If a discount is item specific, you can enter the item here. Name - The name of the discount. Discount Amount The amount of the discount, by percentage or flat dollar amount. Type Discounts may be percentages, or flat dollar amounts. Max Off This is the maximum dollar figure a percentage discount can be. For example, if you have a 50% discount, with a max off of $25.00, and you purchase $100.00, your discount will still only be up to $25.00. Min Amount This is the minimum amount you must purchase in order to redeem a discount. It only applies to flat dollar discounts. For instance, you must spend $75.00 to get $15.00 off. 29
Taxed If checked, the tax is discounted too. If not, tax is calculated according to the original base price of the item. Discount at Item Level If this box is checked, and an entire order is discounted, it will apply the discount individually to each item, as opposed to the entire order as a whole. Password Required If this box is checked, management password will be required. Deleted Checked if a discount is no longer active. Discount Code If you are using discounts or coupons that have a code number associated with individual instances of the discount, then you will need to check this box. At the bottom of the screen, you can export the code template, and import the list of discount codes. Taxes Taxes must be created before they can be applied to individual products. Keep in mind; these are only for special taxes, as all items are, by default, charged with the prevailing tax rate that is entered in the Settings tab of the management console. To create a tax, simply fill in the name of a tax type in the New Tax field, and then select create. You will then need to fill in the tax rates, with the following fields: Tax Rate The rate of the tax. Effective Date The first date on which the tax goes into effect. By default the current date. Editing this field creates a new tax rate and adds an Effective To (or End) date on the previous rate. Active Only active taxes can be associated with products. Users may edit a tax by changing its rate and effective date. This will cause the previous version of the tax to be give an Effective To (aka end) date and a new tax (with the same name but different rate and effective date) to be created. 30
Import/Export The Revel ipad POS can handle up to 500,000 SKUs, which is no small feat! As a result, for many of our retail clients, it often makes more sense to import a spreadsheet of all of your products on offer. You can download a template from the Import tab, and fill out all relevant fields before importing. If you want to later update your product offering list, you can export your existing list, and then simply re-import it, with no fear of duplicates. When filling out your import sheet, there are a number of required fields: Product Class: Required Product Category: Required Product Subcategory: Required Product Name: Required Product Description: Not Required Price: Required Cost: Not Required 31
Tax: Not Required Assumed prevailing tax, unless noted otherwise. Enter the name of the tax in this field, NOT the rate of the tax) SKU: Required Barcode: Required Sold by Weight: Required, Yes or No Tare: Not Required: Assumed 0, otherwise enter the weight of the tare Price Embedded: Required, Yes or No Hot or Cold: Required, default to hot for taxed items 32
Inventory Inventory is managed under the Inventory tab. Once inventory has been set up, your Revel Grocery POS will automatically deduct items at the time of purchase. The inventory page will automatically list all products by class, as well as their barcode and SKU when applicable. It will show the cost, and then calculate out the stock value. The Quantity in Stock is the number of items you have in stock according to your Revel POS. You can also set up a Low-Stock Alert Threshold. Once you have entered an email in the Stock Alert Email section, if your Quantity in Stock drops below the Alert Threshold, then you will automatically be emailed a reminder. You can also Export your existing inventory to an Excel sheet, which can then be updated or altered, and imported again. Keep in mind, the inventory section will NOT add new items to your product offerings, it can only update actual inventory Quantity in Stock. 33
Establishment Setup Summary Establishment setup is password protected and is only handled by Revel Systems, Inc. Establishment Setup controls the physical devices of a store. This is where our support team will set up your individual establishments, and helps them to troubleshoot any issues you may have. Settings Summary Settings define how the system operates. For the most part, you will tweak these settings when first setting up your system to meet your exact specifications and then mostly be done. We are constantly adding new features and settings, so if you have any ideas, please do not hesitate to reach out to us with ways we can improve! NB: Any time you change a setting in the backend management console, you must export the settings from the Export Settings at the bottom of the left hand list of the Settings tab 34
POS Settings: These are standard, universal settings across all Revel POS platforms Photo Clock-In When checked, employees will be prompted to take a photo at clock-in Raise Keyboard for Barcode Scanner If checked, the keyboard will raise when you select the Barcode Scanner button on the POS. Especially helpful if using manual barcode entry Barcode upc Type You can select which type of UPC to use, either a or b Password for Adding Extra Item If checked, you can set a password for adding extra items Payment Decimal If checked, entered cash amounts in the ipad app will start to the right of the decimal point Prevailing Tax Rate The prevailing or global tax rate that will be applied to all tax calculations, unless a specific tax supersedes it Surcharge Name Name of the surcharge applied to bills, if any Surcharge Percentage The rate of the surcharge above Delivery Charge The additional charge levied on any orders set to delivery Auto Capture Customer Information for Delivery If this is checked, you will be prompted to enter a customer s information for an order labeled Delivery Cannot Order Items with Empty Inventory If this is checked, you cannot order an item if there is none of the item left in inventory Inventory You must check this box in order for the ipad to track and deduct inventory based on purchases 35
Enable One Touch Menu If checked, this switches your POS to an alternate order mode. Instead of displaying Categories, Sub-Categories and Products all on the screen, it create a click through menu with each group shown on a different page Order Sorting Select the order in which you would prefer your orders to be listed in the Orders tabs in the ipad app. This refers to the listings of Held Orders, Today s Orders, etc Tax Country Select the country in which you will be using your POS, in order to comply with that country s receipt and tax requirements Auto Logout on Done If checked, employees will automatically be logged out after closing an order by selecting Done on the ipad Auto Logout After x Seconds If checked, you can input a time period, in seconds, after which the POS will automatically log out Automatically Close Held Orders If checked, all Held Orders will automatically be closed out after 3am Online and App Orders Once implemented, this feature will allow you to integrate your POS directly into our Revel POD software! Quick Service Settings Prompt for Ticket Number If selected, a screen will pop up to enter an order ticket call number at the start of each new order Prompt for Customer Name If selected, a screen will pop up for selecting or inputting a customer s call name at the start of each new order Use ipad Call Number If selected, the ipad will assign a local serially generated number to the order ipad Call Number Reset Threshold This value is 100 by default. It is the number at which call numbers automatically return to 1 Table Service Settings Course Print If checked, table service may use course printing (i.e. sending items to the kitchen printer delineated by course group) Prompt for Seat Count If checked, the ipad will ask how many seats there will be when the table is opened and creates a seat holder for each Lock Table to Table Owner If checked, employees who try to access another employee s tables must input a manager pin 36
Seat Prompt for Item Addition If checked, the system will ask for the seat number each time an item is selected. Prompt for Course If checked, the system will ask for the course number each time an item is selected Print Fire Course Receipt Only If checked, each time a new course is fired, the kitchen printer will print a receipt simply saying Fire Course X Table Y and will not list items (which were all printed together when the order was first placed) Retail Service Settings Retail Auto Prompt Mode If checked, the POS will, by default, always be prompting for barcode scan Retail Edit Screen Mode If checked, an item s Item Edit tab will be brought up whenever it is scanned Add Extra Item by Weight If checked, the Add Extra Item button will also have the option to add items that are sold by weight Scales Lock Scale Amount Number of Digits to Right of Decimal You can manually edit and change the number of digits right of the decimal place on the scale for a weighted item Label for Manual Weights You can manually enter the label required on items that are sold by manual weighing in compliance with many regions and country requirements Convert oz to lb If checked, your ounce scale will convert all weights to pounds Grocery Customize Add Extra Item - Receipts Group Print If selected, all identical items will group together on the printer receipt Receipt Options The following things may appear on receipts. If checked, they will print: Modifiers Customer Name Ticket Number 37
Call Number Order Number Barcode of Order ID Print Tip Line If checked, a tip line will print on receipts Omit Signature Line If checked, you can fill in a dollar amount. The signature line will only print on credit receipts if the order amount is greater than that amount Print Cash Receipts Defines whether or not cash receipts will print Yes No Prompt (Will prompt you to either print, email or not print a receipt) Print Credit Receipts Defines whether or not credit receipts will print Yes No Prompt (Will prompt you to either print, email or not print a receipt) How Many Credit Card Receipts Determines how many credit slips will print for each order Credit Card Receipt Options Determines where, if at all an itemization of the order will print Credit Card slips + 1 Itemized receipt Itemization on each Credit card Slip No itemization on any receipt Email for Sending Receipts If emailing receipts, this will be the email from which receipts will be sent, which must also be set up on the ipad itself Subject Line of Emailed Receipt If emailing receipts, this will be the subject line of the email being sent Receipt Top Line These fields will print at the top of the receipt Receipt Bottom Line These fields will print at the bottom of the receipt 38
Email Receipt Logo Receipt Print Description If checked, the receipt will include the item description when printed Print Closing Receipt Add Quantity to Modifier If checked, you can add multiples of modifiers, such as 2x cheese, 3x onions, etc Split Button for Modifier If checked, the First Half and Second Half options will appear for modifiers (e.g. first half of pizza has pepperoni, second half has sausage and peppers) Signature Screen Allow No Receipt If checked, the signature prompt on the ipad will add No Receipt as an option along with print and email Payments Currency This is the symbol that will be printed on receipts, such as $ (the default) or EUR Password for Open Cash Drawer If checked, you will require a management password to open the cash drawer Mercury If you use Mercury Payments for your MSP, then you will check this box Auto Set Tills Upon Login Split Bills If checked, the Split Bills button will show up on the lower right hand side of the payment tab in the POS Auto Capture If checked, the system will automatically capture your batch process at the time of day input in the field. Remember, time must be entered in military time Full Credit Card Payment Only If checked, swiping a credit card will charge the entire Balance Due, regardless of whether any other amount was manually typed in Fast Credit Fast Cash Credit Prompt Tip Values Credit Prompt Tip Type If using the customer signature prompt for credit transactions, you can choose where the suggested tip values are a percent or dollar amount 39
Credit Prompt Tip Values Manually enter the recommended value of the tips in the customer signature prompt screen Gift, Rewards and Admin Cards Along with the various settings associated with Gift and Reward cards, this is also where you can import and export Gift and Reward card lists. From the excel file templates, you can create new or change existing Gift or Reward cards based on their identification number. Gift Cards Show Card Balance on Receipt If checked, the remaining gift card balance will be printed on the receipt Rewards Cards Show Card Balance on Receipt If checked, the remaining reward card point balance will be printed on the receipt Admin Cards Once initiated, this setting area will dictate settings related to administrator card swiping in place of password entry KitchenView/KitchenPrint Extra Items Printers Select the printers you would like items added using Add Extra Item to be printed. You can select multiple printers Incoming Web Order Printers Select the printers you would like items ordered from a web order service to be printed. You can select multiple printers Do Not Print Default Modifiers If checked, default modifiers will not print to kitchen printers If Default and Unselect Print NO If checked, default modifiers that are removed will print as NO with the modifier name to the kitchen printer Show Price in KDS If checked, the price will appear on the kitchen view and kitchen printers Print to Kitchen View and KDS If checked, items will appear on both kitchen views and kitchen printers. Otherwise, they appear only on the kitchen views. Kitchen Print Options You can choose whether to include Printer Name, Server Name and Spacer Lines in a Kitchen Display Make Modifiers Red If checked, modifiers will print as red to the kitchen printer 40
Line separator If checked, all items will be separated by a line when printed to kitchen printer Social Networks Settings for social networks are stored here. They consist of the name of the Network, a checkbox for whether it is active or not, and the url required to interact with it. These urls will also print on an emailed receipt. Kiosk Settings Add to Order When Thumbnail is Clicked Normally, the customer must scroll to the item they want, and the select the Buy it Now button. If this is checked, simply clicking the thumbnail will add it to the order. Allow Cash Payments If unchecked, customers may only pay by credit or gift card. If checked, their order is placed on hold and they are directed to a payment station Prompt for Email Address If checked, the customer will be prompted to enter their email address at the beginning of an order Kiosk Image This is the largish image that provides the background to the kiosk view Buy it Now Button Label This text will be displayed on the button users click to add an item to their order Send Order After Payment This setting holds the order in the ipad until payment has been completed, saving food from being sent that is later altered Display Modifier Price Shows the prices of modifiers, if they exist. 41
Print Options Defines how receipts will print, either via the printer, email or by choice. Prompt allows the user to receive and email or no receipt at all. Print Receipt Email Receipt Prompt for Receipt Prompt for User If selected, the kiosk will ask for the user s name and put that name on the receipt. Revel recommends using this feature Password Control Set your admin password here and decide which features of the program will be password controlled. Managers and owners do not need to input a password to access password controlled features. Admin Pin This is the password (together with manager PINS) that will be used to access any password-controlled feature. This pin will also be used to access individual discounts that are password controlled. List of Check Boxes Below are the features which can be password controlled by checking them: Held Order Today s Orders Search Orders (manual and via barcode scan) Add Extra Item Void Item Refund Payment Item Discount Manual Discount Credit Plus Open Cash Drawer Support 42
The final tab of the Revel Systems Management Console dashboard is for support. From the Support tab, you have three main options: Submit support ticket - From here you can submit unlimited tickets to our support team Knowledge base of videos From here you can access www.revelpos.com, the home of all of our training and demonstration videos. Send your team a message From this screen, you can send a message, through the backend, to any of your franchisees, employees, managers, etc. Note, the message will show up only to employees who have access to the Management Console. This will not push messages to the ipad app itself. 43