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onePOS Manager Console Manual - Version 4.0 - 1

onePOS

Management Console ManualVersion 4.0

2 - onePOS Manager Console Manual - Version 4.0

Copyright (c) 2001-2014, onePOS, LLCAll rights reserved.

Except as permitted under the copyright act of 1976, no parts of this publica-tion may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher.

onePOS, LLC(888) ONEPOS1P.O. Box 536122Orlando, FL [email protected]


ContentsIntroduction .....................................................................................................6

1 - POS .............................................................................................................71.1 - POS Transaction Query ..................................................................................................81.2 - Electronic Payment Transaction Query ......................................................................121.3 - Cash Paid In ...................................................................................................................231.4 - Cash Paid Out ................................................................................................................261.5 - Manager Activities .........................................................................................................291.6 - View Active Tables ........................................................................................................301.7 - View Active Employees.................................................................................................311.8 - Send Electronic Payment Batches ..............................................................................321.9 - System Totals ................................................................................................................331.10 - End of Day....................................................................................................................341.11 - Logoff ...........................................................................................................................351.12 - Exit ................................................................................................................................36

2 - Employees ...............................................................................................372.1 - Employees .....................................................................................................................382.2 - Employee Messaging ....................................................................................................482.3 - Clock In Messages ........................................................................................................502.4 - Clock Employees In / Out .............................................................................................522.5 - Query Payroll .................................................................................................................562.6 - Create Blank Schedule XLS .........................................................................................652.7 - Import Schedule XLS ....................................................................................................662.8 - Pay Department .............................................................................................................672.9 - Pay Categories ..............................................................................................................692.10 - Commission Departments ..........................................................................................722.11 - Commission Categories .............................................................................................742.12 - Shifts ............................................................................................................................762.13 - Employee Notes ..........................................................................................................782.14 - Hire Status ...................................................................................................................802.15 - Terminate Status .........................................................................................................822.16 - Residency Status ........................................................................................................842.17 - Marital Status ...............................................................................................................862.18 - Language .....................................................................................................................882.19 - Ethnicity .......................................................................................................................902.20 - Security Roles .............................................................................................................922.21 - Overtime Rules ............................................................................................................952.22 - Export Payroll ............................................................................................................1002.23 - Post Payroll................................................................................................................1012.24 - Un-Post Payroll..........................................................................................................102

3 - Merchandise ..........................................................................................1033.1 - Merchandise ................................................................................................................1043.2 - Contests .......................................................................................................................1253.3 - Set Dynamic Pricing....................................................................................................1283.4 - Sort Merchandise Screen ...........................................................................................1293.5 - Un-86 Items ..................................................................................................................1303.6 - Sales Departments ......................................................................................................1313.7 - Sales Categories .........................................................................................................1333.8 - Price Groups ................................................................................................................1353.9 - Screen Groups.............................................................................................................1373.10 - Color Groups .............................................................................................................139


3.11 - Price Levels................................................................................................................1413.12 - Speed Menus .............................................................................................................1433.13 - Item Types ..................................................................................................................1453.14 - Courses ......................................................................................................................1473.15 - Printer Type ................................................................................................................1493.16 - Printer Routings ........................................................................................................1533.17 - Printer Routing Schemes .........................................................................................1553.18 - Change Items Wizard ................................................................................................157

4 - Customers..............................................................................................1614.1 - Customer Department.................................................................................................1624.2 - Customer Categories ..................................................................................................1644.3 - Delivery Department ...................................................................................................1664.4 - Delivery Categories .....................................................................................................1684.5 - Customer Custom Field ..............................................................................................170

5 - Setup ......................................................................................................1725.1 - Business Info ...............................................................................................................1735.2 - System Preferences ....................................................................................................1755.3 - Report Time Periods ...................................................................................................1875.4 - G/L Accounts ...............................................................................................................1895.5 - Vendors ........................................................................................................................1915.6 - Referrals .......................................................................................................................1935.7 Loyalty Types .................................................................................................................1955.8 - Ticket Types .................................................................................................................1975.9 - Revenue Centers .........................................................................................................1995.10 - Dining Areas ..............................................................................................................2015.11 - Dining Objects ...........................................................................................................2235.12 - Payments ...................................................................................................................2245.13 - Gift Cards ...................................................................................................................2345.14 - Voids ...........................................................................................................................2375.15 - Refunds ......................................................................................................................2395.16 - Comps ........................................................................................................................2415.17 - Coupons .....................................................................................................................2455.18 - Discounts ...................................................................................................................2505.19 - Reduction Types ........................................................................................................2555.20 - Taxes ..........................................................................................................................2575.21 - Set Dynamic Taxing ..................................................................................................2605.22 - Gratuities....................................................................................................................2615.23 - Billiard Rates .............................................................................................................2635.24 - Rules...........................................................................................................................2655.25 - Employee Upsell Message .......................................................................................2675.26 - Check Trailers ............................................................................................................2685.27 - Bounce Back Coupons .............................................................................................2695.28 - Hardware Devices .....................................................................................................2735.29 - Terminal Config .........................................................................................................3065.30 - Access Tokens...........................................................................................................3075.31 - Requisition Areas ......................................................................................................309Edit Requisition Areas ........................................................................................................310

6 - Utilities ...................................................................................................3116.1 - Reprint Yesterday’s EOD Reports..............................................................................3126.2 - Re-Email Yesterday’s EOD Reports ...........................................................................3136.3 - E-Mail Data Files ..........................................................................................................3146.4 - Run Exports .................................................................................................................3156.5 - Run Excel Exports.......................................................................................................316


6.6 - Run Excel Item Revenue Center Exports ..................................................................3176.7 - Run Excel Item Requisition Areas Exports ...............................................................3186.8 - Run Imports .................................................................................................................3196.9 - Authorized Forced Transactions ...............................................................................3206.10 - Forced Electronic Payment Batch ...........................................................................3216.11 - Create Files ................................................................................................................3226.12 - Reload All Files ..........................................................................................................3236.13 - Clear Employee Passwords .....................................................................................3246.14 - Export Data To All POS .............................................................................................3256.15 - Import Schedule From All POS ................................................................................3266.16 - Run Other Programs .................................................................................................3276.17 - Check For Updates....................................................................................................3296.18 - Reboot All Terminals .................................................................................................3306.19 - Purge Pending Print Jobs ........................................................................................3316.20 - Split POS Journal ......................................................................................................3326.21 - Modify Posted Journal ..............................................................................................3336.21 - Pre-Flight for Loyalty ................................................................................................334

7 - Reports ...................................................................................................3367.1 - Full Report ...................................................................................................................3377.2 - Time Period Only Report ............................................................................................3387.3 - Revenue Center Reports ............................................................................................3397.4 - Contest Reports ..........................................................................................................3407.5 - Journal Range Report .................................................................................................3417.6 - Journal Start Date Only Report ..................................................................................3427.7 - Sort Employees, Date, and Group by Reports .........................................................3437.8 - Sort Employee and Group By Reports ......................................................................3447.9 - Sort Menu Items and Group By Reports ...................................................................3457.10 - Sort Cards by Report ................................................................................................3467.11 - Print Preview and Cancel Report .............................................................................347

8 - Help.........................................................................................................3488.1 - About Management Console ......................................................................................3498.2 - Request Help ...............................................................................................................3508.3 - Request Features ........................................................................................................3518.5 - Mobile Dashboard Info ................................................................................................3528.9 - Off Site Backup Info ....................................................................................................3538.10 - Download MC Manual ...............................................................................................354


Introduction

The onePOS Management Console allows you to setup and configure the onePOS Point of Sale system, as well as perform day to day activities and print reports. This manual is intended to explain the various features of the system and screens. It is not meant as a training guide or to explain how to build and configure your point of sale system.

The above screen is the main Management Console screen. Warning messages are displayed along the top of the screen, (a message warning that the “End of Day” process has not been completed may appear). The bottom of the screen will display the status of the Replicator Server, Order Server, and Electronic Payment Sever.

Replicator Status - Indicates the time of the last replication and how many files were synced. If this line shows an error or does not continually show that files are being replicated, contact your support provider immediately as your backup may not be functioning correctly.

Printer Status - Indicates any errors that have occurred with the printing system, such as a printer that is not accepting new jobs. The error messages will automatically clear once a new job is processed by that printer or can be cleared from the Front of House POS Terminal, Manager Menu, Control Printers, Clear Printer Message.

Payment Status - Indicates the current status of the Electronic Payment Server. This will change from Idle to Dialing, Connecting, etc and will show any com-munication issues such as Busy, No Dial Tone, etc.

Monitor Status - Shows unauthorized changes to any files in the system.


1 - POS

The POS menu lets you perform a variety of different tasks involved in running business activity for the current day. You are able to search for transactions, view lists of open tables / servers, enter system totals, and perform end of day functions.


1.1 - POS Transaction Query

The POS Transactions Query screen allows the manager to search for POS transactions using various criteria. You would use this to view processed transactions and verify that they are cor-rect or to address an inquiry from a guest. You are able to view things such as the employee’s name, the method with which the transaction was settled, the table number that the transaction was on, the time the check was started, and amount of the transaction.

Example: Guest John Doe called in and was not sure how much his total came to. He was in this morning, in the main dining room, and on table 21. You would select dining room from the Revenue Center list, and select main dining room from the Dining Area list. Then enter 21 into the Table Number box, and press the Refresh button. All the transactions processed for today in the main dining room at table 21 will display in the Ticket List. You can then select a transaction and click on the Tix Details button to show the total break down of that transaction and see if it is John Doe’s transaction.

Guest Jane Smith calls up and says that she thinks she was charged for the wrong items. She was in yesterday between 2:00 P.M. and 3:15 P.M., at the bar, and paid with her Visa card. First, click the Past Journal button and select yesterday’s date. Then select bar from the Revenue Center list, and select Visa from the Payment Method list. Enter the time range into the Time From / To boxes, and press the Refresh button. All the transactions from the bar, for yesterday, that are within that time frame, and paid with a Visa card, will be displayed in the Ticket List. You may then select her transaction, and view the Tix Details to make sure everything is accurate.

Employee - Displays the names of all employees that have transactions for the journal date you are currently looking at, sorted alphabetically, to search for.

Revenue Center - Displays the sales areas that tickets were processed in, such as Dining Room, Bar, Carry Out, or Catering to search for.

Dining Area - Displays the different dining areas of your restaurant, such as Furnace Room, Main Dining, Bar Stools, etc... to search for.


Payment Method - Displays all the different types of payments that are accepted to search for.

Table Number - Lets you input a specific table number to search for. Time From / To - Lets you input a specific time range that the transaction to search for.Amount From / To - Lets you input a specific ticket Amount range which the transaction

totaled to search for.Customer Name / Last 4 - Allows for entry of the customer’s name or last 4 digits of a credit card

number for searching. Journal Date - Displays the journal date of the transactions currently being displayed.Ticket List - Displays all of the tickets that matched your selection criteria. Shown

are the date and time, ticket type, server, table, amount, and note or comment about the transaction.

Done - Closes the window and returns you to the Management Console.Refresh - Displays the transactions that match the criteria that has been input in

the different fields, in the Ticket List.Print - Sends the information displayed in the Ticket List to the printer.Past Journal - Opens a window and allows you to select a previous journal date to

view and search transactions on.Tix Details - Opens a window displaying the details of the currently selected trans-

action; such as when the transaction was started, when the order was processed, what the order was, the price of each item, how the trans-action was settled, and when the transaction was closed.

Print Details - Prints a detailed version of the transaction.


Past Journal

This window allows you to select the date using a calendar to display transactions from a prior business day.

Left Arrow - Moves the calendar back one month.Right Arrow - Moves the calender ahead one month.Calendar - Select date to open journal for.OK - Closes this window and refreshes the search window with the transac-

tions for the journal date that is selected, returning you to the Transac-tions Query window..

Cancel - Closes this window without changing the journal date and returns you to the Transactions Query window. .


Tickets Details

This window allows you to view all of the details for the transaction that was selected in the Transaction List.

Ticket Display - Displays all of the transaction details for the ticket, including check open and close times, all items sold, and all payments made on the check.

OK - Closes the window and returns you to the Transaction Query window.Print - Prints what is displayed on the Ticket Display List (this is not the same

as a receipt).


1.2 - Electronic Payment Transaction Query

The Electronic Payment Transaction Query screen allows the manager to search for electronic payment transactions using various search criteria. You would use this to pull up an electronic payment transaction to see how it was processed, the amount of the transaction, and the autho-rization code. This window allows you to search for a credit card, gift card, or other electronic payment transaction or post a new manual transaction (sale, credit, etc...) for a credit card, gift card, or other electronic payment type.

Example: Employee John Smith needs a credit card receipt reprinted for a transaction he pro-cessed for table 23, with a Master Card, in the amount of $23.45, on 6-7-10. First you would press the Past Journal button to select the journal date (typically the one with the 2 in front for credit cards, and 7 for gift cards). Then use the Sever Drop Down Box to select John’s name, and select Master Card from the Card Type Drop Down Box. Next, input the table number in the Table Number Box and the amount in the Amount From Boxes. Finally press the Refresh button. All the transactions for that specific query will be displayed in the Transactions List. From the list of transactions, you can then find the ones needed. By highlighting a transaction and pressing the Transaction Details button, you view the details of the transaction. Once you have found the transaction John needs, press the Print button on the Transactions Detail screen to print the information.

Employee - Displays the name of all employees which had electronic payment transactions for the batch you are currently viewing. You may select an employee from the list to search on.

Card Type - Displays the different kinds of credit cards / gift cards which are ac-cepted to search for.

Customer Name / Last 4 - Allows for entry of the customer’s name or last 4 digits of a credit card

number for searching.Reduction Type - Displays the reduction types this site uses, such as voids, comps,

coupons, etc., to search for.


Table Number - Lets you input a specific table number to search for. Trans Number - Lets you input a specific transaction number to search for.Time From / To - Lets you input a time range in which the transaction occurred to search

for. Amount From / To - Lets you input a payment amount range to search for.Batch ID - Displays the batch number of the transactions you are currently view-

ing.Transaction List - Displays all of the transactions which match the selection criteria. The

data shown includes the transaction’s date and time, table number, amount, server, transaction type, card type, and card number.

Done - Closes the window and returns you to the Management Console.Refresh - Displays the transactions that match the information that has been input

in the Transactions List.Print - Sends the current information displayed on the Transactions List to the

printer.Past Journal - Opens a window for you to select a previous electronic payment batch

to display and search transactions on.Tran Details - Opens a window so you can see the details of the payment; such as

when the payment occurred, amount, tip, and the approval code.New Sale - Add a new credit card / gift card sale to the system manually (access

code only available through your tech support provider).New Credit - Add a new credit card / gift card credit to the system manually (access

code only available through your tech support provider).Query Balance - Display the remaining balance on a gift card.Cash Back - Removes all money on gift card so you are able to refund the cash

value back to the customer (access code only available through your tech support provider).

Activate - Lets you add value to a gift card that has not been used before.


Past Journal

This window lists the last 90 electronic payment batches entries for you to choose from.

Journal List - Displays a list of the last 90 electronic payment batches performed for you to select from.

OK - Processes the electronic payment batch change and closes the window, returning you to the Electronic Payment Transaction Query window and refreshes the Transactions List with the transactions in that batch.

Cancel - Closes the window without changing the electronic payment batch and returns you to the Electronic Payment Transaction Query window..


Tran Details

This window shows the details of the electronic payment transaction selected in the Electronic Payment Transaction Query window.

Transaction ID - The identifying number associated with the electronic payment.Transaction Date - The date and time of the transaction.Transaction Type - The type of transaction, such as: Auth - A Sale transaction that was authorized but is not ready to be sent to the bank (tip has not been entered). Sale - A Sale transaction that is ready to be sent to the bank (Auth turns into Sale when a tip is placed on the transaction). Credit - A transaction returning money to a credit card / gift card, such as a

refund. Activate - A transaction to add value or activate a gift card. Cash Back - A transaction in which the guest receives the remaining balance on the gift card back as cash (used only with gift

cards). Forced Auth - A transaction that was authorized by calling the processor for an au-

thorization code but is not ready to be sent to the bank because a tip has not been placed on the transaction yet (only used when the credit card / gift card server is down).

Forced Sale - A transaction that was authorized by calling the processor for an autho-rization code and is ready to be sent to the bank (Forced Auth turns into Forced Sale after the tip has been applied).

Forced Credit - A transaction that was authorized by calling the processor to get an authorization code for returning money to the customers credit card / gift card (only used when the credit card / gift card server is down).

Forced Activate - A transaction that was authorized by calling the processor to add value or active a gift card (used only when the gift card server is down.)

Forced Cash Back - A transaction that was authorized by calling to get an authorization code for the performing a Cash Back (only used when the gift card server is down).

Void Auth - A voided Auth. Void Sale - A voided Sale. Void Credit - A voided Credit. Void Activate - A voided Activate. Void Cash Back - A voided Cash Back. Void Forced Auth - A voided Forced Auth. Void Forced Sale - A voided Forced Sale. Void Forced Credit - A voided Forced Credit.


Void Forced Activate - A voided Forced Activate. Void Forced Cash Back - A voided Forced Cash Back. SB Forced Sale - A transaction that was automatically downgraded to a Forced Auth transaction during settlement because a problem

was detected. SB Forced Credit - A transaction that was automatically downgraded to a Forced Credit

transaction during settlement because a problem was detected. SB Forced Activate - A transaction that was automatically downgraded to an Forced Activate

transaction during settlement because a problem was detected. SB Forced Cash Back - A transaction that was automatically downgraded to a Forced Cash

Back transaction during settlement because a problem was detected. SB Void Sale - A transaction that was automatically downgraded to a Void Sale trans-

action during settlement because a problem was detected. SB Void Credit - A transaction that was automatically downgrades to a Void Credit

transaction during settlement because a problem was detected. SB Void Activate - A transaction that was automatically downgraded to a Void Activate

transaction during settlement because a problem was detected. SB Void Cash Back - A transaction that was automatically downgraded to a Void Cash Back

transaction during settlement because a problem was detected. Table Name - The table name associated with the transaction. Employee Name - The server associated with the transaction.Card Type - The type of credit card, such as Visa, Master Card, Discover, American

Express, etc.Card Number - The actual credit card or account number.Exp Date - The expiration date from the credit card.Data Source - Where the credit card / gift card information came from; either scanned

on track 1 or 2, or manually keyed in.Auth Amount - The amount authorized by the credit card company when the authoriza-

tion code was received, typically transaction total plus estimated tip.Actual Amount - The actual amount of the transaction, less tip.Actual Tip - The actual tip left on the credit card. Actual Total - The actual total amount to be charged on the credit card / gift card

(Actual Amount + Actual Tip).Auth Code - The authorization code sent from the credit card / gift card company.OK - Closes the window and returns you to the POS - EPS Transaction Query

screen.Cancel - Closes the window and returns you to the POS - EPS Transaction Query

screen. Void - Opens a window to void the transaction.Add Tip - Opens a window to add a tip to the transaction.Print - Prints the information currently displayed in the window.Force Void - Manually void the selected transaction, typically only used for gift cards

when the credit card / gift card system is down and you call to get an authorization code.

Force Tip - Manually adds a tip, typically only used for gift cards when the credit card / gift card system is down and you call to get an authorization code.


Void

This window prompts you to verify if the current transaction should be voided.

OK - Voids the transaction so that it will not be sent to the financial processor for settlement and closes the window, returning you to the Electronic Payment Transaction Query window.

Cancel - Closes the window without voiding the transaction and returns you to the Electronic Payment Transaction Details window.


Add Tip

This window lets you add a tip to an electronic payment transaction. You typically should enter or adjust tips from the Front of House POS Terminal to prevent any out of balance situations.

Transaction ID - The identifying number associated with the electronic payment.Card Number - The actual credit card/ gift card number.Exp Date - The expiration date from the credit card / gift card.Actual Amount - The actual amount of the transaction, less tip.Actual Tip - The actual tip left on the credit card / gift card. Actual Total - The actual total amount to be charged.Auth Code - The authorization code sent or entered if it is a forced transaction.OK - Adjusts the transactions details to include the tip so that when the

transaction is sent to the financial processor it will be of the correct amount and closes the window, returning you to the Electronic Payment Transactions Query window.

Cancel - Closes the window without adjusting the amount and returns you to the Electronic Payment Transaction Details window.


Force Void

This window is typically only used for gift card transactions when the gift card server is down and you have called the gift card company to get the void authorized.

OK - Voids the transaction so that it will not be sent to the financial processor for settlement and closes the window, returning you to the Electronic Payment Transactions Query window.

Cancel - Closes the window without voiding the transaction and returns you to the Electronic Payment Transaction Details window.


Force Tip

This window is typically used for gift card transactions when the gift card server is down and you call the gift card company and get an authorization number.

Transaction ID - The identifying number associated with the electronic payment.Card Number - The actual gift card number.Exp Date - The expiration date from the gift card.Actual Amount - The actual total of the transaction.Actual Tip - The actual tip left on the gift card. Actual Total - The actual total amount to be charged.Auth Code - The authorization code received from the gift card company on the tip.OK - Adjusts the transactions details to include the tip so that when it is sent

to the financial processor it will be the correct final amount and closes the window, returning you to the Electronic Payment Transaction Query window.

Cancel - Closes the window without adjusting the amount and returns you to the Electronic Payment Transaction Details window.


Add Sale / Credit / Balance Query / Cash Back / Activate

This window is used to enter a new electronic payment transaction into the system from the Management Console.

Transaction ID - The identifying number associated with the electronic payment.Transaction Type - The type of transaction, such as Sale, Credit, Void, Activate,

etc...Table Name - The table name associated with the transaction. Employee Name - The server associated with the transaction.Card Number - The actual credit card / gift card number.Exp Date - The expiration date from the credit card / gift card.CVV - The 3 or 4 digit Card Verification Value on the credit card / gift card.Actual Amount - The actual amount of the transaction.Actual Tip - The actual tip left on the credit card / gift card. Notes - The reason why it is being inputted from the Back Office Program

instead of as a ticket on the Front of House POS Terminal.Address - The card holder’s address to send to the credit card / gift card company

for verification.Auth Code - The authorization code received from the credit card / gift card company,

if it is a forced transaction.Data Source - Will show if the data is coming from Track 1 or Track 2.OK - Processes the transaction and closes the window, returning

you to the Electronic Payment Transaction Query window.Forced - Opens a window to force the transaction in case the credit card / gift

card processor is down.Cancel - Closes the window without processing the changes and returns you to

the Electronic Payment Transactions Query window.


ForcedThis window lets you force a new sale or credit transaction into the system by calling the credit card / gift card company and getting an authorization code for the transaction.

Card Number - The credit card / gift card number being used, automatically filled in for you from the other window.

Exp Date - The expiration date of the credit card / gift card, automatically filled in for you from the other window.

Amount - The total amount being charged, automatically filled in for you from the other window.

Auth Code - The authorization code given to you by the credit card / gift card com-pany.

OK - Processes the Forced transaction and returns you to the POS - Elect Pymt - Sale screen.

Cancel - Closes the window and returns you to the POS - Elect Pymt - Sale screen.


1.3 - Cash Paid In

This window allows you to view cash payments accepted from outside vendors which effects your cash over/short for the day. You should use this option to input an entry into the journal for the current day to explain a cash payment or refund you received from outside vendors.

Paid In List - Displays all the cash paid ins for the current day. Shows the time, server, amount, and description of the transaction.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the currently highlighted cash paid in entry.Add - Creates a new cash paid in entry in the system.Delete - Removes a cash paid in entry from the system.Print - Sends the current information displayed on the Paid In List to the printer.


Edit

This window allows you to modify a highlighted cash payment from an outside vendor which effects you cash over/short for the day.

Date - When the cash paid in was made.Amount - Total of the cash paid in.Receipt Number - Vendor’s tracking number.Description - Brief description of what the cash paid In was for.Vendor - Lets you select from a list of vendors, who the cash paid in was from.G/L Account - Lets you select from a list of accounts, to process the payment from.Employee - Lets you select from a list of employees that are currently clocked in.

The money from this cash paid in will be added to their cash due at the end of their shift.

OK - Processes the cash paid in change to the account and closes the win-dow, returning you to the Cash Paid In Select window.

Cancel - Closes the window without processing the cash paid in change and returns you to the Cash Paid In Select window..


Add

This window allows you to add a cash payment from an outside vendor which effects you cash over/short for the day.

Example: Manager Jane Thomas returned office supplies to Office Depot for $23.79, on 6-12-10, receipt #43456. Input the date, amount, receipt number and a brief description of the return in their respective boxes. Select Office Depot, Office Supplies, and Jane’s name from the drop down boxes as appropriate. Once all of the data is correctly entered, press the OK button to post to the office supplies account.

Date - When the cash paid in was made.Amount - Total of the cash paid in.Receipt Number - Vendor’s tracking number.Description - Brief description of what the cash paid in was for.Vendor - Lets you select from a list of vendors, who the cash paid in was from.G/L Account - Lets you select from a list of accounts, to process the payment from.Employee - Lets you select from a list of employees that are currently clocked in.

The money from this cash paid in will be added to their cash due at the end of their shift.

OK - Process the cash paid In to the account and closes the window, return-ing you to the Cash Paid In Select window.

Cancel - Closes the window without processing the cash paid in and returns you to the Cash Paid In Select window.


1.4 - Cash Paid Out

This window allows you to select a cash disbursement paid to an outside vendor which affects your cash over/short for the day. This option is used to input cash payments to outside vendors for the current journal date.

Paid Out List - Displays all the cash paid outs for the current day. Shows the time, server, amount, and description of the transaction.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the currently highlighted cash paid out entry.Add - Creates a new cash paid out entry in the system.Delete - Removes a cash paid out entry from the system.Print - Sends the current information displayed on the Paid Out List to the

printer.


Edit

This window allows you to modify a highlighted cash disbursement to an outside vendor which affects your cash over/short for the day.

Date - When the cash paid out was made.Amount - Total of the cash paid out.Receipt Number - Vendor’s tracking number.Description - Brief description of what the cash paid out was for.Vendor - Lets you select from a list of vendors, to whom the cash paid out was

to.G/L Account - Lets you select from a list of accounts to process the payment to.Employee - Lets you select from a list of employees that are currently clocked in.

The money from this cash paid out will be deducted from their cash due at the end of their shift.

OK - Processes the cash paid out change and closes the window, returning you to the Cash Paid Out Select window.

Cancel - Closes the window without processing the cash paid out change and returns you to the Cash Paid Out Select window.


Add

This window allows you to record a new cash disbursement to an outside vendor which affects your cash over/short for the day.

Example: Manager Jane Thomas purchased office supplies at Office Depot for $23.79, on 6-12-10, Receipt #23456. First you would input the date, amount, receipt number and a brief description of the purchase in their respective boxes. Then select Office Depot, Office Sup-plies, and Jane’s name from the respective drop down boxes. Once all of the data is correctly entered, press the OK button to post to the office supplies account.

Date - When the cash paid out was made.Amount - Total of the cash paid out.Receipt Number - Vendor’s tracking number.Description - Brief description of what the cash paid out was for.Vendor - Lets you select from a list of vendors who the cash paid out was to.G/L Account - Lets you select from a list of accounts to process the payment to.Employee - Lets you select from a list of employees that are currently clocked in.

The money from this cash paid out will be deducted from their cash due at the end of their shift.

OK - Processes the cash paid out to the account and closes the window, returning you to the Cash Paid Out Select window.

Cancel - Closes the window without processing the cash paid out and returns you to the Cash Paid Out Select window.


1.5 - Manager Activities

This window displays all of the manager activities for the current day and allows you to acknowl-edge what has been performed. Double clicking on a particular line will toggle the acknowledged status. This option is used to track and verify the managers activity for the current journal date and is stored for access at any time in the future.

Manager - Lists all the managers which have performed manager activities in the Front of House POS Terminal and / or Back Office Program for the cur-rent day. You may select a specific manager to view activity on. Once they are displayed, the activity lines that have been acknowledged will have ACK in front of the entry.

Activity List - Displays a list of all the manager activities performed, possibly by manager. Shows the status, terminal, time, manager name, and a description of the activity performed.

Done - Closes the window and returns you to the Management Console.Ack All- Toggles all activities currently shown to being acknowledged.Print - Sends the current information displayed in the Activity List to the printer.


1.6 - View Active Tables

This window shows you a list of all the tables that have not been paid out / closed. You typically need to close these tables from a Front of House POS Terminal before performing end of day. This option is used primarily at closing to make sure all tables have been closed out (paid in full).

Tables List - Displays all of the tables which are currently active (not closed out) in the Front of House POS Terminal.

OK - Closes the window and returns you to the Management Console Pro-gram.

Cancel - Closes the window and returns you to the Management Console Pro-gram.

Print - Sends the current information displayed on the Tables List to the printer.


1.7 - View Active Employees

This window shows you a list of all the servers that have not generated a Employee Check Out (Front of House Program, Employee Menu). You should typically make sure all servers have generated a Employee Check Out before performing end of day. If a Employee appears on this list and you have a Employee Check Out Report for them, it is possible they rang in or closed a ticket after generating that Employee Check Out.

Employee List - Displays all of the servers which are currently active (not checked out) in the Front of House POS Terminal.

OK - Closes the window and returns you to the Management Console Pro-gram.

Cancel - Closes the window and returns you to the Management Console Pro-gram.

Print - Sends the current information displayed on the Employee List to the printer.


1.8 - Send Electronic Payment Batches

This window lets you send credit card, gift card, and other electronic payment transactions to their financial processors for settlement. Typically you do not receive money in your bank ac-count until this is performed. This option is used to finalize all of the electronic payments taken for the current day.

Example: At the end of the day, once all the credit card transactions are completed and tipped, you will select the electronic payment batches check boxes for the payments you wish to send and press the Do It button. Which will send the transactions to the financial processor so you may receive payment.

Batch Check Boxes - Lists the batches to be sent, with the corresponding card types sent for that grouping.

Do It - Sends the electronic payment batch to the financial processor for settle-ment.

Cancel - Closes the window and returns you to the Management Console.


1.9 - System Totals

This window shows you the total dollar amount of payments that are in the system based on POS transaction data and allows you to enter the actual amount of the non-electronically processed payments you have. This option is used to enter the actual totals into the system so the total over/short for the day is accurate.

Payment Name - Displays all of the tender methods.Ideal Amount - Displays the calculated ideal amount of all payments based on the days

POS transactions.Actual Amount - The actual amount of the payment on hand, either as determined by

sending the amount to the bank or the manager keying the number into the system.

System Totals - The sum of all top items on the screen for both Ideal and Actual values; however, the Gift Card and Certificate items are subtracted from this amount.

OK - Saves all changes and closes the window, returning you to the Manage-ment Console.

Cancel - Closes the window and returns you to the Management Console.


1.10 - End of Day

This window allows you to capture and lock all POS transactions for the day and start the system totals over at zero for the next day. You can typically do this only after you make sure all of the tickets for the day are closed out, electronic payments have been sent to their financial proces-sors, and the system totals balance. This option is used to make sure everything is balanced out and prints / E-Mails the end of day reports.

Open Tables - Shows if there are any tables with open transactions.Open Employees - Shows if there are any servers with open transactions.Open Bank Deposits - Shows if there are any outstanding cash transactions which have not

been applied to a bank deposit.Payments Batched - Shows if there are any electronic payments which have not been sent

for settlement.System Totals Entered - Shows if there are any totals which have not been entered into the

system.Journal Date - Shows what journal date you are posting the transactions to. Journal Not Previously Posted - Shows if transactions have been posted for this journal date already.Go Fix - Brings you to another window to resolve any problems detected by the

system before performing the end of day.Weather - Select the type of weather for the day.Low - Input the low temperature for the day.High - Input the high temperature for the day.Notes - Enter any notes to be printed on the Daily Sales Report for the day.Post - Processes the days transactions to the journal and brings you to the

Clock In / Out window.Cancel - Closes the window without processing the transactions and returns you

to the Management Console.


1.11 - Logoff

Signs the current employee out of the Management Console application allowing a new em-ployee to sign in.


1.12 - Exit

Closes the Management Console.


2 - Employees

The employees menu lets you create and modify employees, clock employees in and out as well as review and adjust those entries, and maintain other employee and time clock related items such as pay categories and security roles.


2.1 - Employees

This window lets you view, add, modify, or delete an employee. You would use this window to create new employees, to look up information on an employee, or to modify their information; such as address, security access, pay rates, commission rates, or availability.

Pay Categories List - Displays the pay categories used to filter the Employees List by.Search by Pay Rate - When checked, will find any employee that has a pay rate in the pay

category selected in the Pay Categories List.Employees List- Displays all the employees.Done - Closes the window and returns you to the Management Console.Edit - Displays and allows you to modify the information for the employee that

which currently highlighted, based on your security access. Once the window opens, their first and last name will be displayed in the upper right hand corner of the window regardless of what page of data you are viewing.

Add - Creates a brand new employee in the system. Add Like - Creates a brand new employee in the system with the same security

settings and pay rates as the currently highlighted employee.Re-Hire- Using an employee’s Social Security Number, will search through old

historical employee databases and will retrieve their information if found for use in the system.

Default - Sets the default information that will automatically be populated into the fields when you add a new employee.

Delete - Permanently deletes someone from the system, this functionality is typically not available.

Sort By - Refreshes the screen and displays all employees in the order you choose from the bullet point in the search criteria.

First Name - Sorts all employees by their first name. Last Name - Sorts all employees by their last name. Employee ID - Sorts all employees by their internal ID number. Social Security - Sorts all employees by their social security number. External ID - Sorts all employees by their external ID number.Show Terminated - Displays all employees both current and terminated. Terminated em-

ployees have an exclamation point before their first and last Names.


Edit - General Tab

This page allows you to change the employee’s general information; such as primary job code, social security number, name, address, phone number, date of birth, hire date, and termination date.

Emp ID - A unique number associated to this employee, up to 4 digits long. We suggest that you use the last 4 digits of the employee’s social security number.

Sign On ID - A unique number associated to this employee, up to 4 digits long, which an employee can use to sign onto the front of house terminal applica-tion. We suggest that you use the last 4 digits of the employee’s social security number.

Pri Catg - The primary job this employee performs, used in sorting this employee on the screen and on reports. The employee can work in any pay categories in which they have a pay rate, this option is only used for reporting.

Card Num - The unique card number, printed on their scan card, used to securely access the front of house POS Terminal. This is created automatically when the employee is assigned a scan card from the FOH.

Social Sec - The social security number or other government assigned ID number.Ext ID - An external identifier associated to this employee given to you by an

outside company, such as a payroll company. Can be up to 6 numbers and/or letters.

Nick Name - The employee’s abbreviated or user name. This is the user name the employee will use to access the Management Console software, as well as the name that will print on all customer facing receipts.

Name - The employee’s name; in order of first name, middle initial, and last name.

Address - The employee’s address. We recommend using the address which you would mail their tax information or final pay check to.

City/St/Zip - The city, state (2 letter abbreviation), and postal code.Phone - Up to 2 phone numbers for the employee. You can distinguish after

each indicating if its a home or cell number.DOB - The employee’s date of birth; numerically by month, date, and year.OK - Processes the changes and closes the window, returning you to the

Edit Employees Select window.Cancel - Closes the window without processing any of the changes and returns

you to the Edit Employees Select window.


Password - Lets you input a password for the employee to access the Management Console. Passwords are case sensitive. EVERYONE THAT HAS AC-CESS TO THE MANAGEMENT CONSOLE SOFTWARE MUST HAVE A UNIQUE PASSWORD PER PA-DSS REQUIREMENTS.

Previous - Moves to the employee directly before this employee in the employees list so it can be viewed or modified.

Next - Moves to the employee directly after this employee in the employees list so it can be viewed or modified.

Mobile Pass - Used to create a non-expiring password for Mobile Dash for this em-ployee.


Edit - Security Tab

This window allows you to change the security settings for this employee, up to but not exceed-ing your access level.

These are all Front of House POS Terminal related security features, indicating if the employee has the ability to approve the given function for themselves or another employee.

TTL Manager Menu - Gives access to Front of House POS Terminal’s Manager Menu. Use Drawer #1 - Gives access to cash drawer # 1. When this employee rings an order

in or hits No-Sale on a Front of House POS Terminal with a cash drawer connected, it will open. Do NOT select drawer #2 below unless you want to require each cashier be signed into the cash drawer on each terminal by a manager.

Use Drawer #2 - Gives access to cash drawer # 2. When this employee rings an order in or hits No-Sale on a Front of House POS Terminal with a secondary cash drawer connected, it will open. Do NOT select Drawer #1 above unless you want to require each cashier to be signed into the cash drawer on each terminal by a manager.

Emp Menu Only - No access to the point of sales system is allowed. Employee is only allowed to clock in/out from a Front of House POS Terminal.

Transfer Checks - Gives access to transfer a ticket from one server to another or from one table to another.

Apply Comps 1 - Gives access to approve issuing of a comp that has been assigned a security level of 1.

Apply Comps 2 - Gives access to approve issuing of a comp that has been assigned a security level of 2.

Apply Coupons 1 - Gives access to approve issuing of a coupon that has been assigned a security level of 1.

Apply Coupons 2 - Gives access to approve issuing of a coupon that has been assigned a security level of 2.

Apply Discounts 1 - Gives access to approve issuing of a comp that has been assigned a security level of 1.

Apply Discounts 2 - Gives access to approve issuing of a comp that has been assigned a security level of 2.

Apply Voids 1 - Gives access to approve issuing of a coupon that has been assigned a security level of 1.

Apply Voids 2 - Gives access to approve issuing of a coupon that has been assigned a security level of 2.


Apply Refunds 1 - Gives access to approve issuing of a comp that has been assigned a security level of 1.

Apply Refunds 2 - Gives access to approve issuing of a comp that has been assigned a security level of 2.

Change Items Price - Gives access to change item prices on a check.Sell Restricted Item - Gives access to sell an item that requires a manager.Chg Guest Non Print - Gives access to change the guest of an item that does not print at a

bar or in the kitchen. Approve CSI - Gives access to print a check that has a CSI attached.Remove Tax - Gives access to remove tax from a check.Override Gratuity - Gives access to apply gratuity to a check.Override Rules - Gives access to override defined rules (Setup - Rules) on a check.Override Billiards - Gives access to change billiards start / stop times.Accept Secure Pymt 1-Gives access to accept a restricted payment type that has been as-

signed a security level of 1, such as on-account. An employee can always close a check to an unrestricted payment type (one which does not have Require Manager checked).

Accept Secure Pymt 2-Gives access to accept a restricted payment type that has been as-signed a security level of 2, such as on-account. An employee can always close a check to an unrestricted payment type (one which does not have Require Manager checked).

Manual Credit Card - Gives access to manually key in a card number that does not scan.Override Credit Amount - Gives access to perform a credit card transaction over a certain limit

(Setup - Payments - Card Info).Accept Forced Payment - Gives access to perform a forced authorization on a credit card.Override Tips Declared - Gives access to override tips declared when used with TRAC compli-

ance.Re-Open Ticket - Gives access to recall a transaction that has already been closed out.Approve Checkout - Gives access to perform a server check out.Enter Paid In / Out - Gives access to enter a cash paid in / out into the system.Over-Ride Schedule - Gives access to clock in or out outside of their scheduled times.Check Out w/Manager - Prohibits an employee from generating a server check out without a

manager present. Used primarily with bartenders and cashiers.In Training - Gives access to processing transactions that will not reflect on the end

of day totals. All transactions and payments are ignored. If the kitchen chits or customer receipts are set to print, the word **TRAINING** will appear several times on them.

Non-Payroll POS - Gives access to the Front of House POS Terminal without being clocked in. Useful for managers or bartender cards (AM/PM Bar).

Spanish FOH Screens - All screens in the Front of House Terminal Application are displayed in Spanish for this employee.

Security Level - Sets their security role for changing information in the Management Console and on the Front of House POS Terminal.


Edit - Pay Rates Tab

This window allows you to set specific hourly rates of pay for the employee, based on what pay categories they are permitted to work in. An entry of 5.00 would pay the employee $5.00 per hour.

You will setup the unique pay categories that you need for your restaurant in Employees - Pay Categories. Each of these will be displayed automatically on this screen for each employee. Each employee will only be able to clock into pay categories in which they have a pay rate. All pay categories defined in the system are listed on the left side. Highlight a pay category and enter the rate in the box on the right.

Use a pay rate of $0.01 for managers or bartender cards where you do NOT want the time clock information to appear on reports.

Use a pay rate of $0.02 for managers or bartender cards where you do want the time clock information to appear on reports, but have the total pay be $0.00.

When Non-TimeClock POS is checked for an employee, the Pay Rates tab allows you to en-ter in a yearly salary for that employee as well as the pay category that the wages should be billed against. Salaries are divided up each week according to the schedule in Setup - System Preferences.


Edit - Commission Rates Tab

This window allows you to set specific rates of commission based on product sales by placing a percentage in the box next to the commission category. An entry of 5.00 would pay a 5.00% commission when this type of item is sold.

You will setup the unique commission categories that you need for your restaurant in a follow-ing section. Each of these will be displayed automatically on this screen for each employee. All commission categories defined in the system are listed on the left side. Highlight a pay category and enter the rate in the box on the right.


Edit - Availability Tab

This window allows you to update the employee’s scheduling availability by adding or removing checks from the boxes of the shifts they are available to work. A check in the box indicates the employee is available to work that day of the week during that shift.

You will setup the unique shifts that you need for your restaurant in a following section. Each of these will be displayed automatically on this screen for each employee.


Edit - Human Resources

This window allows you to update the employee’s human resource information, such as their sex, marital status, date last worked etc. OnePOS does not currently use this information, it is only for manager reference.

Sex - The employee’s sex.Ethnicity - The employee’s ethnicity.Language - The employee’s language.Marital Status - The employee’s marital status.Residency - The employee’s residency.Hire Status - The employee’s hire status.Terminate Status - The employee’s terminate status.Minor - The employee is a minor.Salaried - The employee is salaried.Hired - The employee’s date of hire; numerically by month, date, and year.Terminated - The employee’s date of termination; numerically by month, date, and

year.Date Last Worked - The employee’s date last worked.Date Returning - The employee’s date returning.Last Review - The employee’s date of last review.Next Review - The employee’s date of next review.Hours Min - The employee’s minimum hours to work in a week.Hours Max - The employee’s maximum hours to work in a week.Withholding Allowance - The employee’s number of withholding allowances.Emrgncy Contact - The employee’s emergency contact.Employee Notes - Notes on the employee, as set up under Employee - Employee Notes.


Edit - OneMetrix

In this tab, you can give specific employees full or no access to the oneMetrix features using the pull down menu for each choice.

Mobile Dashboard - Set this employee’s access to full to this feature or none with the drop down menu..

oneMetrix - Set this employee’s access to full to this feature or none with the drop down menu.

Gift Cards - Set this employee’s access to full to this feature or none with the drop down menu.

Loyalty - Set this employee’s access to full to this feature or none with the drop down menu.

On Account - Set this employee’s access to full to this feature or none with the drop down menu.


2.2 - Employee Messaging

This window allows you to view and modify the different clock in messages for each pay category. When an employee clocks into the Front of House Application, they will be presented with this message based on the pay category in which they have clocked into.

Messages List - List of all messages that match the search criteria above.To - Only show messages to this employee.From - Only show messages from this employee.Search - Text to search messages for.Read - Show read messages.Un-Read - Show un-read messages.Done - Closes the window and returns you to the Management Console.Refresh - Updates the Messages List with current messages and statuses.Print - Print the list of messages.Details - Show details on the highlighted message.New - Add a new message.


Edit

This window lets you modify the currently highlighted message or create a new message.

Send To - Employees to send message to.All Employees - Selects all employees.By Pay Catg - Selects all employees that have a pay rate in the selected pay category.By Pri Pay Catg - Selects all employees that have a primary pay category in the selected

pay category.All Clocked In - Selects all employees that are clocked in.By Pay Catg - Selects all employees that are clocked in in a certain pay category.Sent - Date and time message was sent.Read - Date and time message was read.Subject - Subject of message.Message - Body of message.Delete On - Date to delete message on.OK - Saves / Sends message.Cancel - Cancels any changes to this message.Print - Prints this message.


2.3 - Clock In Messages

This window allows you to view and modify the different clock in messages for each pay category. When an employee clocks into the Front of House Application, they will be presented with this message based on the pay category in which they have clocked into.

Pay Categories List - Displays the pay categories defined in the system for you to select from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted clock in message for the selected pay category.Sorted - Refreshes the screen and displays all of the pay categories in order by

their sort id number.In-Active - Displays all of the pay categories, both current and in-active. An ex-

clamation point will be displayed in front of any pay categories that are in-active.


Edit

This window lets you modify the currently highlighted clock in message.

Message - The text to display on this line of the message.Ctr - Check this box if this line of the message should be centered.Lrg - Check this box if this line of the message should be a larger font size.Color - Select the color for the text of this line of the message.OK - Processes all the changes made and closes the window, returning you

to the Clock In Messages Select Window.Cancel - Closes the window without processing the changes and returns you to

the Clock In Messages Window.Previous - Moves to the pay category before this one in the pay category list so

it’s clock in message can be viewed and modified.Next - Moves to the pay category after this one in the pay category list so it’s

clock in message can be viewed and modified.Copy - Hitting Copy will bring up a drop-down list of the other employees. You

can copy the existing messages from another employee to the one you are currently editing by highlighting the employee you want to copy from and clicking OK. The messages will show up automatically.


2.4 - Clock Employees In / Out

This window allows you to clock an employee into or out of the system or adjust a currently clocked In employee’s time. You can also use this function to see who is currently clocked into the Front of House POS Terminals, if an employee forgot to clock in/out on the Front of House POS Terminals, or if an employee clocked in at the incorrect time.

Example: Host Betty Thomas forgot whether she remembered to clock in at the start of her shift and would like to make sure that she did. First select Host from the pay categories, and find Betty Thomas in the employees list. If she is clocked in it will display (IN) in front of her name, otherwise it will display (OUT) in front of her name. If she is not clocked in, double clicking on her name, or highlighting her name and pressing Clock In will the allow you to clock her in.

Employees List - Displays all the employees in the pay category, which is highlighted.Done - Closes the window and returns to the Management Console.Clock In - Selects the highlighted employee and opens a window to clock the

employee in.Clock Out - Selects the highlighted employee and opens a window to clock the

employee out.Modify Clock - Selects the highlighted employee and opens a window to modify the

employee’s clock in information.Refresh - Refreshes the screen with any new clock in/out information from the

Front of House POS Terminals.Sort By - Refreshes the screen and displays all employees in the order you

choose from the bullet point in the search criteria. First Name - Sorts all employees by their first name. Last Name - Sorts all employees by their last name. Employee ID - Sorts all employees by their internal ID number. External ID - Sorts all employees by their external ID number. Social Security - Sorts all employees by their social security number.


Clock In

This window allows you to manually clock the highlighted employee in. This screen is used in case an employee forgets to clock into the Front of House POS Terminals.

Example: After searching for Betty Thomas in the list, you discover that it displays (OUT) beside her name. You would highlight her name and press the Clock In button. Betty started her shift today at 4:00 P.M. First you would change the time In to 4:00 P.M., making sure that Host is the pay category selected, and her correct pay rate is entered. You would then click OK to clock her into the Front of House POS Terminals and close this window.

Date In - The date that the employee is clocking in for.Time In - The time the employee is clocking in at.Pay Catg - The pay category the employee is working in.Pay Rate - The hourly rate of pay, typically generated from the employee’s Infor-

mation, but is able to be changed on this screen if needed.Dining Area - The dining area they are working in, dining room, bar, catering, etc., if

appropriate, otherwise it defaults to the first dining area in the list. Scheduled Time In - The time they were scheduled to begin their shift. This field is automati-

cally generated by the Scheduling Program if in use, otherwise defaults to 12:00 A.M.

Scheduled Time Out - The time they were scheduled to end their shift. This field is automati-cally generated by the Scheduling Program if in use, otherwise defaults to 12:00 A.M.

OK - Processes the clock in and closes the window, returning you to the Clock In/Out Window.

Cancel - Closes the window without processing the clock in and returns you to the Clock In/Out Window.

CSI Count - How many CSI coupons were printed during the day.Sales - Total amount of sales for that server for that shift.CR Sales - Total amount of credit card sales for that server for that shift.CR Tips - Total amount of credit card tips for that server for that shift.


Clock Out

This window allows you to manually clock out the currently highlighted clocked in employee. This screen is used in case an employee forgets to clock out of the Front of House POS Terminals at the end of their shift.

Example: Cook Samuel Walters remembered he forgot to clock out today at 2:30 P.M. First select cook from the pay categories, Samuel Walters from the employees list, and press Clock Out. Then you would enter 2:30 P.M. for Samuel’s time out and verify that he was clocked into the correct pay category, being paid the correct pay rate. Once everything is correct, press the OK button to process the clock out..

Date In - The date the employee started their shift.Time In - The time the employee started their shift.Date Out - The date the employee ended their shift.Time Out - The time the employee ended their shift.Pay Catg - The pay category the employee worked in.Pay Rate - The hourly rate of pay, typically generated from the employee’s informa-

tion, but able to be changed in this screen if needed.Tips Declared - The total tips they declared for this shift, including credit card tips

received.Scheduled Time In - The time they were scheduled to begin their shift. This field is automati-



OK - Processes the clock out and closes the window, returning you to the Clock In/Out Window.

Cancel - Closes the window without processing the clock out and returns you to the Clock In/Out Window.


Modify Clock

This window opens the Clock In window and allows you to modify when an employee clocked in. This screen would be used if someone clocked in after they started their shift by accident.

Example: Employee Rebecca Light started her shift at 4:00 P.M. but was not seated till 4:15 P.M. When she went to start the check for the table, she realized that she had not clocked in for the day. She clocked in at that point to be able to ring the transaction in, but let you know that she had actually been there since the start of her shift. First select server from the pay catego-ries, Rebecca Light from the employees list, and press Modify Clock. Then you can change Rebecca’s time in to 4:00 P.M. and press OK for it to save the information.

Date In - The date that the employee is clocking in for.Time In - The time they are clocking In at.Pay Catg - The pay category they are working in.Pay Rate - The hourly rate of pay, typically generated from the employee’s Infor-

mation but able to be changed on this screen if needed.Dining Area - The dining area they are working, dining room, bar, catering, etc., if

appropriate, otherwise it defaults to the first dining area in the list.Scheduled Time In - The time they were scheduled to begin their shift. This field is automati-



OK - Modifies the clock in and closes the window, returning you to the Clock In/Out Window.

Cancel - Closes the window without modifying the clock in and returns you to the Clock In/Out Window.


2.5 - Query Payroll

This window allows you select an employee to view, add, modify, or delete their payroll informa-tion. This is also used to review and make sure an employee has the proper entries for the pay period, and to adjust them so that the employee gets paid correctly.

Example: Host Sean Hart was called in to work an extra night this week on Wednesday because someone called in. He does not remember if he clocked in that night and would like to check to make sure. First select host from the pay categories, Sean Hart from the employees list, and press View, or double click Sean’s name. All of his entries since the last time the time clock journal was posted will be displayed.

Employees List - Displays all the employees in the pay category which is highlighted.Done - Closes the window and returns you to the Management Console.View - Selects the highlighted employee and opens a window to view/modify

the employee’s payroll information.Past Period - Displays the past pay periods which have been posted for you to select

from, allowing you to view time clock history for pay periods in the past.Sort By - Refreshes the screen and displays all of the employees in the order

you choose from the bullet points in the search criteria. First Name - Sorts all employees by their first name. Last Name - Sorts all employees by their last name. Employee ID - Sorts all employees by their internal ID number. External ID - Sorts all employees by their external ID number. Social Security - Sorts all employees by their social security number.


Select Journal

This window lets you view a past time clock journal’s entries. A list of each posting date is shown. Select the time clock journal you wish to view data in and press OK.

Journals List - Displays all of the posted payroll periods.


View

This window lets you view a specific employee’s payroll information as well as modify, add, or delete them.

Payroll Details List - Displays all of the payroll transactions for the employee selected. Details shown include transaction type, date, time, and total hours or sales.

Done - Closes the window and returns you to the Query Payroll Select screen.Edit - Allows you to view or modify the information which is currently high-

lighted.Delete - Removes the entry which is currently highlighted.Print - Sends the current information displayed on the payroll list to the printer.Add Record - Creates a new entry to the employee’s payroll information, depending

on which button you press. Time Clock - Creates a new time clock entry. Sales - Creates a new sales entry. Commission - Creates a new commission entry. Adjustment - Creates a new adjustment entry. Manual TC - Creates a manual time clock entry based on hours or pay amount, instead of calculating based on specific clock in and out times. Salary - Creates a new salary entry. Tip Redist - Brings up the Time Clock Tip Redistribution Data screen that allows

you to then enter tips that the selected employee paid out to other employees. See KB article “Tip Redistribution” for more information.

Previous - Moves to the payroll information for the employee directly before this employee in the employees list so it can be viewed or modified .

Next - Moves to the payroll information for the employee directly after this employee in the employees list so it can be viewed or modified .


Time Clock

This window allows you to manually create a time clock entry for an employee.

Date In - The date the employee started their shift.Time In - The time the employee started their shift.Date Out - The date the employee ended their shift.Time Out - The time the employee ended their shift.Pay Catg - The pay category the employee worked in.Pay Rate - The hourly rate of pay, typically generated from the employee’s informa-

tion, but able to be changed in this screen if needed.Tips Declared - The total tips they declared for this shift, including credit card tips re-

ceived.Scheduled Time In - The time they were scheduled to begin their shift. This field is automati-


Scheduled Time Out - The Time they were scheduled to end their shift. This field is automati-cally generated by the Scheduling Program if in use, otherwise defaults to 12:00 A.M.

OK - Processes the time clock entry and closes the window, returning you to the Query Payroll View Window.

Cancel - Closes the window without processing the time clock entry and returns you to the Query Payroll View Window.


Sales

This window allows you to add a sales entry to the employee. This information is used primarily to determine an employee’s tip liability at the end of the pay period and is typically populated automatically during the end of day procedure.

Date - The date the sales entry is for.Sales - The amount of sales for the employee, including credit card sales.Covers - Number of tables served by the employee.Guests - The number of people served by the employee.Spiffs - Extra money earned by the server for selling specific items, as set up

under Merchandise - Edit Merchandise Information.Hours - How many total minutes all of the tables took from the time the check

was opened until the time it was closed.Credit TTL Sales - The total amount of credit card sales (all credit card payments received

by the employee).Credit Tip Sales - The total amount of credit card sales in which a tip was left on the credit

card.Credit Tip - The total amount of credit card tips.Auto Grat - The total amount of auto gratuity tips collected.OK - Processes the sales entry and closes the window, returning you to the

Query Payroll View Window. Cancel - Closes the window without processing the sales entry and returns you

to the Query Payroll View Window. Split - Brings up the Sales Data screen that allows the employee to split their

sales to other employees.


Commission

This window allows you to add a commission entry to an employee and is typically automatically populated during the end of day procedure.

Date - The date the commission entry was earned.Comm Catg - The commission category the commission was earned in.Sales - The amount of total commissionable sales.Rate - The percentage of the sale to be paid in commission.OK - Processes the commission entry and closes the window, returning you

to the Query Payroll View Window. Cancel - Closes the window without processing the commission entry and returns

you to the Query Payroll View Window.


Adjustment

This window allows you to make an adjustment, positive or negative, to an employee’s payroll for things like uniforms expenses or contest bonus payments.

Date In - The date the adjustment entry is for. Amount - The amount of the adjustment. A positive amount adds to their pay,

and a negative amount subtracts from their pay.Reason - A description as to why the adjustment was made.OK - Processes the adjustment entry and closes the window, returning you

to the Query Payroll View Window. Cancel - Closes the window without processing the adjustment entry and returns

you to the Query Payroll View Window.


Manual TC

This window allows you to enter a time clock entry for a specific amount of time or pay, without entering clock in/out information. This is useful if an employee did not get paid for a shift the prior week or you want to pay an employee for performing a task at a preset rate.

Date In - The date the time clock entry is for.Pay Catg - The pay category they worked in.Reg Hours - The number of regular hours they worked.OT Hours - The number of overtime hours they worked.Pay Rate - The employee’s base pay rate.Base Pay - The employee’s base pay amount. (Used only if Ignore OT Calc is

checked). This is the total regular pay amount to be paid for this time clock entry.

OT Pay - The employee’s overtime pay amount. (Used only if Ignore OT Calc is checked). This is the total overtime pay amount to be paid for this time clock entry and is added to the base pay above.

Reason - Lets you input a reason why the time clock entry is being added.Ignore In OT Calc - When checked lets you input total amounts of pay instead of calculating

hourly pay and including these hours when computing overtime for the week. This option is used to add a shift for an employee missing from the prior pay period’s payroll.

OK - Processes the manual time clock entry and closes the window, return-ing you to the Query Payroll View Window.

Cancel - Closes the window without processing the manual time clock entry and returns you to the Query Payroll View Window.


Salary

This window allows you to enter a salary entry for a specific amount of time or pay, without entering clock in/out information.

Date In - The date the time clock entry is for.Pay Catg - The pay category they worked in.Reg Hours - The number of regular hours they worked.OT Hours - The number of overtime hours they worked.Pay Rate - The employee’s base pay rate.Base Pay - The employee’s base pay amount. (Used only if Ignore OT Calc is

checked). This is the total regular pay amount to be paid for this time clock entry.

OT Pay - The employee’s overtime pay amount. (Used only if Ignore OT Calc is checked). This is the total overtime pay amount to be paid for this time clock entry and is added to the base pay above.

Reason - Lets you input a reason why the salary entry is being added.Ignore In OT Calc - When checked lets you input total amounts of pay instead of calculating

hourly pay and including these hours when computing overtime for the week. This option is used to add a shift for an employee missing from the prior pay period’s payroll.

OK - Processes the manual time clock entry and closes the window, return-ing you to the Query Payroll View Window.

Cancel - Closes the window without processing the manual time clock entry and returns you to the Query Payroll View Window.


2.6 - Create Blank Schedule XLS

This function will create a spreadsheet (.xls file) in the Exports folder. The spreadsheet will be mostly blank but will have info filled in from the site’s data to assist in creating a schedule using the Import Schedule XLS function.


2.7 - Import Schedule XLS

Imports the created schedule from the Exports folder back in to the system.


2.8 - Pay Department

This window allows you to view, add, modify, or delete the different pay departments for pay-roll. These are the groupings that your various pay categories belong in, such as FOH, BOH, manager, and training.

Pay Departments List - Displays the pay departments defined in the system for you to select

from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted pay department.Add - Creates a new pay department in the system. Delete - Deletes the highlighted pay department from the system, this functional-

ity is typically not available.Sorted - Refreshes the screen and displays all of the pay departments ordered

by their sort id number.In-Active - Displays all of the pay departments, both current and in-active. An

exclamation point will be displayed in front of any pay departments that are in-active.


Edit

This window lets you modify the currently highlighted pay department.

ID - The identifying number given to the pay department by the system and can not be changed.

Name - The name of the pay department.Sort - The numerical order in which to sort the pay department..In-Active - If checked, removes the pay department from reports and the Front of

House POS Terminals.OK - Processes all the changes made and closes the window, returning you

to the employees Pay Department Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Pay Department Select Window.Previous - Moves to the pay department before this one on the pay department

list so it can be viewed and modified.Next - Moves to the pay department after this one on the pay department list

so it can be viewed and modified.


2.9 - Pay Categories

This window allows you to view, add, modify, or delete the different pay categories within each pay department. A pay category is the list of jobs available for an employee to work in.

Pay Categories List - Displays the pay categories defined in the system for you to select from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted pay category.Add - Creates a new pay category in the system. Delete - Deletes the selected pay category from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the pay categories in order by

their sort id number.In-Active - Displays all of the pay categories, both current and in-active. An ex-

clamation point will be displayed in front of any pay categories that are in-active.


Edit

This window lets you modify the currently highlighted pay category.

ID - The identifying number given to the pay category by the system and can not be changed.

Name - The name of the pay category.Sort - The numerical order in which the pay category will be sorted.Pay Dept - The pay department the pay category belongs to.Column - The column the pay category is displayed in on the Front of House

POS Terminals.Row - The row the pay category is displayed in on the Front of House POS

Terminals.Lookup - Opens a window to select where this pay category would be placed on

the Front of House POS Terminal screen.Auto Bank - The amount of employee bank received when clocking into this pay

category. No POS Access - Restricts all Front of House POS Terminal access, only lets the employee

clock in and out when working in this pay category.Trac Tip Calculation - Enforces IRS Trac tip compliance when working in this pay category.Accept Transfers - Permits employees with the Transfers permission to send a check to

any employee currently clocked into this pay category.Redist Tip Target - If checked, denotes this employee as one who can have tips redistrib-

uted to them. See KB article “Tip Redistribution” for more information.Redist Tip @ FOH - If checked, this employee will have a screen on the FOH as server clock

out that allows them to redistribute tips to the proper target employees. See KB article “Tip Redistribution” for more information.

Redist Sales Target - If checked, denotes this employee as one who can have sales redis-tributed to them.

Redist Sales At End of Day - If checked, there will be an automatic prompt during end of day to

redistribute/split this employee’s sales.In-Active - If checked, removes the pay category from reports and the Front of

House POS Terminals.


Breaks Eligible - Number of minutes before employee is eligible to take this break. Minutes Before Warning - Number of minutes before employee is warned they should take this

break. Required - Number of minutes before the employee is required to take this break. Minimum Minutes - Minimum number of minutes before the employee can clock in from

this break. Maximum Minutes - Maximum number of minutes this break can be without a manager

override. In Early No Manager - Allow employee to clock in early from break without a manager override. In Late No Manager - Allow employee to clock in late from break without a manager override. In Early Adjust to Ideal No Manager - Adjusts the break in time to the ideal break in time if early without a

manager override. In Late Adjust to Ideal No Manager - Adjusts the break in time to the ideal break in time if late without a

manager override. No Manager Clock Out on Missed - Does not require a manager if this break is missed. Un-Paid Break - Does not pay employee for time off during break.

OK - Processes all the changes made and closes the window, returning you to the Employees Pay Categories Select Window.

Cancel - Closes the window without processing the changes and returns you to the Employees Pay Categories Select Window.

Previous - Moves to the pay category before this one on the pay category list so it can be viewed and modified.

Next - Moves to the pay category after this one on the pay category list so it can be viewed and modified.


2.10 - Commission Departments

This window allows you to view, add, modify, or delete the different departments for commission. This is typically the groupings for the various commission categories, such as food, alcohol, retail, etc....

Commission Departments List - Displays the commission departments defined in the system for you to

select from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted commission department.Add - Creates a new commission department in the system. Delete - Deletes the selected commission department from the system, this

functionality is typically not availableSorted - Refreshes the screen and displays all of the commission departments

in order by their sort id number.In-Active - Displays all of the commission departments, both current and in-active.

An exclamation point will be displayed in front of any commission de-partments that are in-active.


Edit

This window lets you modify the currently highlighted commission department.

ID - The identifying number given to the commission department by the system and can not be changed.

Name - The name of the commission department.Sort - The numerical order in which the commission department will be sorted.In-Active - If checked, removes the item from reports and the Front of House POS

Terminals.OK - Processes all the changes made and closes the window, returning you

to the Employees Commission Department Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Commission Department Select Window.Previous - Moves to the commission department before this one in the commission

department list so it can be viewed and modified.Next - Moves to the commission department after this one in the commission

department list so it can be viewed and modified.


2.11 - Commission Categories

This window allows you to view, add, modify, or delete the different commission categories within the commission departments and is the list of commissions that an employee can earn com-mission in. Each commission category will have a unique rate for each employee, therefore it is wise to setup draft beer, bottled beer, wine, liquor under the commission department alcohol so that you can pay a different rate on each.

Commission Categories List - Displays the commission categories defined in the system for you to

select from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted commission category. Add - Creates a new commission category in the system. Delete - Deletes the selected commission category from the system, this func-

tionality is typically not available.Sorted - Allows you to refresh the screen and displays all of the commission

categories in order by their sort id number.In-Active - Displays all of the commission categories, both current and in-active.

An exclamation point will be displayed in front of any commission cat-egories that are in-active.


Edit

This window lets you modify the currently highlighted commission category.

ID - The identifying number given to the commission category by the system and can not be changed.

Name - The name of the commission category.Sort - The numerical order in which the commission category will be sorted.Department - The commission department it is included in.In-Active - If checked, removes the item from reports and the Front of House POS


to the Employees Commission Category Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Commission Category Select Window.Previous - Moves to the commission category before this one in the commission

category List so it can be viewed and modified.Next - Moves to the commission category after this one in the commission

category List so it can be viewed and modified.


2.12 - Shifts

This window allows you to view, add, modify, or delete up to 5 specific shifts available for sched-uling, and is displayed on the Availability tab of the Modify Employee Window. These shifts can overlap and are the basic breakdowns of a business day from a labor perspective.

Shifts List - Displays the shifts defined in the system for you to select from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted shift.Add - Creates a new shift in the system. Delete - Deletes the selected shift from the system, this functionality is typically

not available.Sorted - Refreshes the screen and displays all of the shifts in order by their sort

id number.In-Active - Displays all of the shifts, both current and in-active. An exclamation

point will be displayed in front of any shifts that are in-active.


Edit

This window lets you modify the currently highlighted shift.

ID - The identifying number given to the shift by the system and can not be changed.

Name - The name of the shift.Sort - The numerical order in which it will be sorted.Start - The time the shift starts.End - The time the shift ends.In-Active - If checked, removes the shift from reports and the Front of house POS


to the Employees Shifts Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Shift Select Window.Previous - Moves to the shift before this one on the shift list so it can be viewed

and modified.Next - Moves to the shift after this one on the shift list so it can be viewed and

modified.


2.13 - Employee Notes

This window allows you to view, add, modify, or delete up to 5 specific employee notes, and is displayed on the Modify Employee Window.

Employee Notes List - Displays the employee notes defined in the system for you to select from.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted employee note.Add - Creates a new employee note in the system. Delete - Deletes the selected employee note from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the shifts in order by their sort

id number.In-Active - Displays all of the employee notes, both current and in-active. An ex-

clamation point will be displayed in front of any employee notes that are in-active.


Edit

This window lets you modify the currently highlighted employee note label.

ID - The identifying number given to the employee note label by the system and can not be changed.

Name - The name of the employee note label.Sort - The numerical order in which it will be sorted.In-Active - If checked, removes the note label from reports and the Front of House

POS Terminals.OK - Processes all the changes made and closes the window, returning you

to the Employees Note Labels Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Note Labels Select Window.Previous - Moves to the note label before this one on the shift list so it can be

viewed and modified.Next - Moves to the note label after this one on the shift list so it can be viewed

and modified.


2.14 - Hire Status

This window allows you to view, add, modify, or delete up to 20 specific hire statuses available, and is displayed on the Modify Employee Window.

Hire Status List - Displays the hire statuses defined in the system for you to select from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted hire status.Add - Creates a new hire status in the system. Delete - Deletes the selected hire status from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the hire statuses in order by

their sort id number.In-Active - Displays all of the hire statuses, both current and in-active. An exclama-

tion point will be displayed in front of any hire statuses that are in-active.


Edit

This window lets you modify the currently highlighted hire status.

ID - The identifying number given to the hire status by the system and can not be changed.

Name - The name of the hire status.Sort - The numerical order in which it will be sorted.In-Active - If checked, removes the hire status from reports and the Front of house


to the Employees Edit Hire Status Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Edit Hire Status Select Window.Previous - Moves to the hire status before this one on the hire status list so it can

be viewed and modified.Next - Moves to the hire status after this one on the hire status list so it can

be viewed and modified.


2.15 - Terminate Status

This window allows you to view, add, modify, or delete up to 20 specific terminate statuses available and is displayed on the Modify Employee Window.

Terminate Status List - Displays the terminate status defined in the system for you to select

from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted terminate status.Add - Creates a new terminate status in the system. Delete - Deletes the selected terminate status from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the terminate status in order

by their sort id number.In-Active - Displays all of the terminate status, both current and in-active. An ex-

clamation point will be displayed in front of any terminate status that are in-active.


Edit

This window lets you modify the currently highlighted terminate status.

ID - The identifying number given to the terminate status by the system and can not be changed.

Name - The name of the terminate status.Sort - The numerical order in which it will be sorted.In-Active - If checked, removes the terminate status from reports and the Front of


to the Employees Terminate Status Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Terminate Status Select Window.Previous - Moves to the terminate status before this one on the terminate status

list so it can be viewed and modified.Next - Moves to the terminate status after this one on the terminate status list



2.16 - Residency Status

This window allows you to view, add, modify, or delete up to 20 specific residency statuses available for scheduling, and is displayed on the Edit Employee Window.

Residency Status List - Displays the residency statuses defined in the system for you to select

from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted residency status.Add - Creates a new residency status in the system. Delete - Deletes the selected residency status from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the residency status in order

by their sort id number.In-Active - Displays all of the residency status, both current and in-active. An ex-

clamation point will be displayed in front of any residency status that are in-active.


Edit

This window lets you modify the currently highlighted residency status.

ID - The identifying number given to the residency status by the system and can not be changed.

Name - The name of the residency status.Sort - The numerical order in which it will be sorted.In-Active - If checked, removes the residency status from reports and the Front of


to the Employees Residency Status Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Residency Status Select Window.Previous - Moves to the residency status before this one on the residency status

list so it can be viewed and modified.Next - Moves to the residency status after this one on the residency status list



2.17 - Marital Status

This window allows you to view, add, modify, or delete up to 20 specific marital statuses avail-able for scheduling, and is displayed on the Edit Employee Window.

Marital Status - Displays the marital statuses defined in the system for you to select from.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted marital status.Add - Creates a new marital status in the system. Delete - Deletes the selected marital status from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the marital statuses in order

by their sort id number.In-Active - Displays all of the marital statuses, both current and in-active. An ex-

clamation point will be displayed in front of any marital statuses that are in-active.


Edit

This window lets you modify the currently highlighted marital status.

ID - The identifying number given to the marital status by the system and can not be changed.

Name - The name of the marital status.Sort - The numerical order in which it will be sorted.In-Active - If checked, removes the marital status from reports and the Front of


to the Employees Marital Status Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Marital Status Select Window.Previous - Moves to the marital status before this one on the marital status list so

it can be viewed and modified.Next - Moves to the marital status after this one on the marital status list so it

can be viewed and modified.


2.18 - Language

This window allows you to view, add, modify, or delete up to 20 specific languages available and is displayed on the Edit Employee Window.

Language List - Displays the languages defined in the system for you to select from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted language.Add - Creates a new language in the system. Delete - Deletes the selected language from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the languages in order by their

sort id number.In-Active - Displays all of the languages, both current and in-active. An exclama-

tion point will be displayed in front of any languages that are in-active.


Edit

This window lets you modify the currently highlighted language.

ID - The identifying number given to the language by the system and can not be changed.

Name - The name of the language.Sort - The numerical order in which it will be sorted.In-Active - If checked, removes the language from reports and the Front of House


to the Employees Language Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Language Select Window.Previous - Moves to the language before this one on the language list so it can

be viewed and modified.Next - Moves to the language after this one on the language list so it can be

viewed and modified.


2.19 - Ethnicity

This window allows you to view, add, modify, or delete up to 20 specific ethnicity available for and is displayed on the Edit Employee Window.

Ethnicity List - Displays the ethnicity defined in the system for you to select from.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted ethnicity.Add - Creates a new ethnicity in the system. Delete - Deletes the selected ethnicity from the system, this functionality is typi-

cally not available.Sorted - Refreshes the screen and displays all of the ethnicities in order by their

sort id number.In-Active - Displays all of the ethnicities, both current and in-active. An exclamation

point will be displayed in front of any ethnicities that are in-active.


Edit

This window lets you modify the currently highlighted ethnicity.

ID - The identifying number given to the ethnicity by the system and can not be changed.

Name - The name of the ethnicity.Sort - The numerical order in which it will be sorted.In-Active - If checked, removes the ethnicity from reports and the Front of House


to the Employees Ethnicity Select Window.Cancel - Closes the window without processing the changes and returns you to

the Employees Ethnicity Select Window.Previous - Moves to the ethnicity before this one on the ethnicity list so it can be

viewed and modified.Next - Moves to the ethnicity after this one on the shift list so it can be viewed

and modified.


2.20 - Security Roles

This window allows you to view, add, modify, or delete the different security roles and gives you the ability to restricting access to the back office and the Font of House POS Terminals based on different security roles. Each security role has less permission than the one before it (the higher the security role ID, the lower the employee’s security), so #1 is full access, #2 is manager, #3 is assistant manager, and so on... Only someone with a lower security ID can edit or view the employee information for an employee with a higher security level ID. For instance, a manager (2) could edit an assistant manager (3) or another manager (2), but not a full access (1) em-ployee. This can become very complicated, but we have done a great job setting the defaults up for you to start from. To this end we suggest that you do not make changes to anything other than individual check boxes at each security role as needed for your specific location.

Security Roles List - Displays all of the currently defined employee security roles. Use this list to select a security role to modify.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted security role.Add - Creates a new security role in the system.Delete - Deletes the selected security role from the system, this functionality is

typically not available.Insert After - Inserts a new security role after the one that is currently highlighted.Sorted - Refreshes the screen and displays all of the security roles in order by

their sort ID number.In-Active - Displays all of the security roles, both current and in-active. An ex-

clamation point will be displayed in front of any security roles that are in-active.


Edit

This window lets you modify the currently highlighted security role.

ID - The identifying number given to the security role by the system and can not be changed.

Name - The name of the security role.Sort - The numerical order in which the security role will be sorted.In-Active - If checked, removes the security role from reports and the Front of

House POS Terminals.Inherit From - The security role, already in the system, that this one should have the

same access as. This must be a security role with a higher number. This allows you to say that a manager security role inherits all the set-tings of an assistant manager, and then you can check the additional boxes as needed for further clearances for this security role. If you add a new clearance at a lower security role, the manager will automatically get that access level as well.

OK - Processes all the changes made and closes the window, returning you to the Employees Security Role Select Window.

Cancel - Closes the window without processing the changes and returns you to the Employees Security Role Select Window.

Previous - Moves to the security role before this one in the security role list so it can be viewed and modified.

Next - Moves to the security role after this one in the security role list so it can be viewed and modified.

Sel All - Places a check in all the boxes currently displayed.Un-Sel All - Removes the check in all the boxes currently displayed.Full Access - Places a check in all the boxes in the security system. No Access - Removes the check in all the boxes in the security system.Security Group - This box contains all of the screens, both Management Console and

Front of House (at the very bottom of the list) to choose from.


Security Settings - This lists all of the buttons and features on each screen as chosen on the security role. You check each box that this security role, and higher should have access too. If the box is dimmed and checked, the security setting is being inherited from a higher numbered security role.


2.21 - Overtime Rules

This window allows you to view, add, modify, and delete the overtime settings in the system. Due to the complexity of various overtime calculations, you should contact your onePOS reseller for assistance with your requirements. Your onePOS reseller will always attempt to configure overtime per your requirements, but it is always your restaurant’s responsibility to ensure that the employees are paid in accordance with all applicable laws.

Overtime Select List - Displays all of the overtime rules currently defined in the system.OK - Processes the changes made to the overtime setup and returns to the

Back Office Program.Cancel - Closes the window without processing the changes and returns you to

the Back Office Program. Name - Allows you to change the name of the highlighted overtime rule.Criteria - Allows you to change the rules associated with the highlighted overtime

rule.Hours #1 - Allows you to change the hour calculations associated with the high-

lighted overtime rule.Pay #1 - Allows you to change the pay calculations associated with the highlighted

overtime rule.Hours #2 - Used when overtime rules require more than one multiplier per shift.

Example: Time and a half over 8 hours and double time over 12 hours.Pay #2 - Used when overtime rules require more than one multiplier per shift.

Example: Time and a half over 8 hours and double time over 12 hours.Insert - Adds a new overtime rule before the one which is currently highlighted.Delete - Deletes the overtime rule which is currently highlighted, this functionality

is typically not available.Move Up - Moves the currently highlighted overtime rule up on the list.Move Down - Moves the currently highlighted overtime rule down on the list.


Edit - Name

This screen allows you to define the name of the overtime rule which is highlighted.

Name - The name of the overtime rule, used to quickly identify rules in the future for editing.

Second Pass - If this overtime rule should be processed after and in addition to all other overtime rules. This is typically used to pay overtime on hours over 40 per week that are not already paying overtime.

In-Active - If checked, the overtime rule is not used.OK - Saves the changes and returns you to the Overtime Select Window.Cancel - Closes the window without processing the changes and returns you to

the Overtime Select Window.


Edit - Criteria

This window allows you to define the criteria, or rules which trigger the overtime rule which is currently highlighted.

Formula List - The list of defined criteria which all must be met for this overtime rule to be active.

Column 1 - The first condition of the rule.Column 1 Number - The number to use as the value for column 1 if number below is high-

lighted.Action - The comparison action to perform.Column 2 - The second condition of the rule.Column 2 Number - The number to use as the value for column 2 if number below is high-

lighted.OK - Processes the changes and returns you to the Overtime Select Window.Cancel - Closes the window without processing the changes and returns you to



Edit - Hours Calculation

This window allows you to define how to calculate the overtime hours for the overtime rule which is currently highlighted.

Formula List - The list of steps performed to determine the number of overtime hours for this overtime rule.

Action - The mathematical action to perform.Column 1 - The variable to perform the mathematical action on.Column 1 Number - The number to use as the value in the mathematical action if number

below is highlighted.OK - Processes the changes and returns you to the Overtime Select Window.Cancel - Closes the window without processing the changes and returns you to



Edit - Pay Calculation

This window allows you to define how to calculate the overtime pay for the overtime rule which is currently highlighted.

Formula List - The list of steps performed to determine the amount of pay for this overtime rule.

Action - The mathematical action to perform.Column 1 - The variable to perform the mathematical action on.Column 1 Number - The number to use as the value in the mathematical action if number

below is highlighted.OK - Processes the changes and returns you to the Overtime Select Window.Cancel - Closes the window without processing the changes and returns you to



2.22 - Export Payroll

This function exports last week’s payroll information to another program, such as ADP, Paychex, Heartland, CBIZ, Big Fish, Generic, or AmCheck. This greatly reduces the time involved in re-keying time clock entries for your employees each pay cycle.

Due to the complexities of setup, contact your help desk provider for assistance in configuring your payroll export.


2.23 - Post Payroll

This window allows you to archive time clock and employee information through the date speci-fied. This option should be performed at least once a month, but not before all payroll reports for the current time period have been run. When you post a time clock, both time clock and employee data is archived so that you may run historical payroll reports in the future and still be able to view complete and accurate information.

Left Arrow - Moves the calendar back one month.Right Arrow - Moves the calender ahead one month.Calendar - Choose the date you want to post all payroll transactions prior to.Post - Archives the payroll information, up to the date and time specified, to

the journal and closes the window, returning you to the Management Console.

Cancel - Closes the window without posting the payroll information to a journal date and returns you to the Management Console.


2.24 - Un-Post Payroll

This option allows you to undo an accidental posting of payroll. This is normally only used if the date in which you selected to post the payroll for included the current pay period, thereby preventing you from being able to print a single, consolidated payroll report. This option will only allow you to unpost the very last payroll period, so if the manager has posted payroll sev-eral times by accident you may not be able to recombine the data without assistance from your onePOS reseller.


3 - Merchandise

The Merchandise menu allows you to view, add, modify, and delete Merchandise Items, Set Pricing, build Contests, and maintain other Sales and Screen related setting for your Front of House POS Terminals.


3.1 - Merchandise

This window allows you to view, add, modify, or delete your Merchandise Items. Using this screen you can quickly navigate your database of merchandise Items and find the merchandise item or group of merchandise items that need your attention. The Add Like functionality allows you to highlight an existing merchandise item and quick add a new merchandise item that has the same properties, making menu changes and additions a snap.

Sort By List - Allows you to select how to query the merchandise item database. You can query by departments, categories, price groups, commission groups, screen groups, item types, printer routes, color types, or all items.

Sort List - Displays the sort items as appropriate, based on the selection in the Sort By List.

Item List - Displays all of the merchandise items which match the selected sort group item criteria.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the merchandise items’s Information based on your security

access. Once the window opens the merchandise item’s name will be displayed in the upper right hand corner of each window.

Add - Creates a new merchandise item in the system. Add Like - Creates a new merchandise item in the system, with the same basic

information as the merchandise Item which is currently highlighted.Add Bulk - Takes you to the Bulk Add screen which allows you to add up to 10 new

items using an existing item as a template. Any links on the template item will carry over to the new item as saving programming time.

Delete - Deletes the selected Item from the system, this functionality is typically not available.

Add Sizes - Opens the Add Sizes screen. This button is only active if one or more size pre-pend buttons have been added to this screen group.

Add Mirror - Takes you to the Mirror To Screen Group screen which allows you to copy the current screen group to a new one (which must already be defined) and leave the screen positions intact.

Insert Link - Inserts a link into the items on the screen.Bulk Edit - Allows any single data element(such as Sales Category or Link Param-

eters) to be modified for up to 20 items at a time. You can scroll down on the Merchandise Selection page to do groups of 20 items.


Show In-Active - Displays all merchandise items, both current and In-Active. An excla-mation point will be displayed in front of any merchandise items that are in-active.

Show Jump/Pre - Shows or hides jump and pre-pend items.


Edit - General Tab

This window lets you modify the currently highlighted Merchandise Item’s General Information.

Item ID - The identifying number given to the menu item by the system and can not be changed.

External ID - The identifier number for the merchandise item given to you by an outside company, typically for integration with 3rd party inventory programs.

PLU - The Scan Code for the Merchandise Item.Name - The name of the merchandise item as it is to appear on the Front Office

POS Terminals and receipts.Order Name - The Name of the Merchandise Item as it appears on order chits. If left

blank the order chits will print from the Name field above.Logo File - The name of the graphic file to use for this merchandise item (do not

include the bmp extension). If left blank it will use the graphic file of the same name as the Name field above. Example - Name: Pepsi. Will default to using pepsi.bmp from the IMAGES folder.

Plate File - Not used yet.Build File - Not used yet.Last Sold - The date the merchandise item was last sold.Last Cost - The price which was paid for the merchandise Item last time it was

ordered.Spiffs - The amount to pay a sever on their payroll for selling this merchandise

item.Quantity Available - The quantity of this merchandise item still in stock.Deduct Quantity - The amount to remove from the quantity available when this item is

ordered. If left blank the amount is considered 1 by the system.Deduct To - Set to ‘Self’ by default. An item may deduct from another item selected

from the drop down menu. Example: Half Rack Ribs may deduct 0.5 quantity from Full Rack Ribs.

As Mod Qty - The amount to remove from the quantity available when this item is ordered as a modifier.

Sales Catg - The category the merchandise item will appear in.Comm Catg - The commission category to pay when this merchandise item is sold,

or none.Price Group - The price group that the merchandise item is included in.Item Type - The kind of item the merchandise item is.Print Route - The kitchen/bar print routing where the merchandise item should print.AsMod Route - Sets the print route for this item if this item is being used a modifier.

Modifiers usually follow their parent to the kitchen. But, there are in-stances where you want to print the modifier in a different route. For example, if you order a Cheeseburger that comes with a fries, you may not want to print Cheeseburger at Fry, you may only want to print the fries there.


Chit Multiplier - You can print a quantity of an item on the kitchen chit that is a multiple of the actual quantity of the item. For instance,

1x Sprinster Wings could appear in the kitchen as 1, indicating 1 lb to the fry cook. 1x Bucket Wings could print as 5 indicating 5 lbs.

Multiply To - Works with chit multiplier.Course - When the item is ordered as a modifier, choose the course you want

to use from the drop down. Set Parent - Will change the course of it’s parent to be the course indicated for the

modifier. This is used to turn an app into an entree.Cook Time - The minutes the merchandise item takes to cook. Set Parent - Will change the cook time of it’s parent to be the cook time indicated

for the modifier Add to Parent - Will add to the cook time of it’s parent to be the cook time indicated for

the modifier. Sub from Parent - Will subtract from the cook time of it’s parent to be the cook time indi-

cated for the modifier.86’d - Out of stock.Is Modifier - Lets you distinguish if this merchandise item modifies another mer-

chandise Item.Is Side Item - Lets you distinguish if it is a merchandise item which is included with

an entree as a side.Is Count Down Item - Tracks the real time number of merchandise items remaining to be sold

and prevents selling a merchandise item when no more are available.Not Sold Here - Lets you disable the merchandise item from being sold at this location,

useful at multi-site locations where a common database is shared.In-Active - Removes the merchandise item from reports and Front of House POS

Terminals, but leaves it in the database to be sold at a later time and ensures the accuracy of historical reports.

Jump Item Only - Creates a link between this merchandise item and another screen. Selecting this merchandise item from the Front of House POS Terminal will not ring in this merchandise item but go to the links as set. Useful for creating a button on a screen such as “To Modifiers” which would then jump to a page of modifiers (as setup as its primary Chain Link).

Prompt For Price - Prompts for a specific price each time the merchandise item is sold.Don’t Consolidate - When checked, this item will not consolidate on a chit that would nor-

mally consolidate.Print in Red - Prints this item in red on the kitchen chit.Pre-Pend - Prints the merchandise item’s text in front of the next merchandise item

rung in and activates “Item Sizing” pricing.Print On Receipt - Tells the system to print the merchandise item on the customers receipt.

If the item is a price modifier and this box is not checked, the price of the modifier will appear in the main item’s price.

Display Recipe - Shows a pop up screen when an item is ordered on the Front of House POS Terminal, such as telling a server to get a shot of rum from the bar and take it to the kitchen for a dessert, or the actual recipe for the merchandise item.

Print Recipe - Prints the text from the Recipe tab for this item to the local printer when this item is rung in on FOH.

Manager Access - Requires manager access to sell the merchandise item.Print Ingredients - Prints the ingredients for the merchandise item on the chit when the

Merchandise Item is ordered.Display Nutrients - Displays the nutritional information for the merchandise item on the

screen when it is ordered on the Front of House POS Terminal. Price Per Pound - Lets you price the merchandise item per pound, instead of per item.Label Only - Check this box to have the item not display or act as a button. Example:

You could label your rows with “Draft, Mug, Pitcher” using menu items as labels. Set the background color as black for those items and only


the text displays.Hide On Mod Page - This will grey out the item if it is on a modifier page on FOH.OK - Processes the changes and closes the window, returning you to the

Edit Merchandise Items select window.Cancel - Closes the window without processing any of the changes and returns

you to the Edit Merchandise Items select window.Previous - Display the merchandise item directly before this merchandise item on

the item list so it can be viewed and modified.Next - Displays the merchandise items directly after this merchandise item on

the item list so it can be viewed and modified.


Edit - Pricing Tab

This window lets you modify the currently highlighted Merchandise Item’s Pricing Rules and define promotional pricing that should be used.

Base Price - The regular price for the merchandise item.Alt Price - A second price for the merchandise item, may be toggled by the screen

it is rung in at or from set dynamic pricing on the Management Con-sole. This can be used for creating a Happy Hour type pricing that the manager has control over, as opposed to being based on the day of week and time period.

Max Price - The maximum price at which this item can be sold.Comp Basis - When this is comped, this is the price it will be taxed on. If left blank (or

zero) it will use the base priceSale Price - A promotional price that is only good until a specific date (through clos-

ing).Sale Ends - The date the sale price ends.Disc To - The discounts Id to track the difference in sale amount to base price.

You would use this by defining a discounts reason, such as summer sale, and then would be able to track how much the promotion cost.

Level 1 - 12 - A set price based on specific days of the week and times, such as Happy Hour Monday – Thursday. Can also be toggled as default or restricted by screen the merchandise item is rung in on.

Price - Price of the merchandise item, Sun-Sat - Check each box to allow the pricing based on that day of the week. From - The time the price begins at. To - The time the price ends at. Disc Id - The discounts Id to track the difference in price level amount to the base price. You would use this by defining a discounts reason, such as Monday 1/2 Price apps, and then would be able to track how much the promotion cost.Item Size Price - If print same line is checked on the general tab, the item size price is

the only box adjustable on this screen. With it you set the price rules when the button is pressed which the next merchandise item rung in will use. This can be used to remove a price on a charged modifier during “86” options, as well as defining small, medium, and large sizes.


Edit - Taxing / Loyalty

This window lets you select the different Taxes and their respective rates which are applicable to the Merchandise Item. Loyalty section is scheduled for future release

Taxing Method - The different types of taxes applicable, as defined under Setup - Taxes.Tax Amount - The amount or rate of the tax for the merchandise item, if the default

rate check box is not checked.Taxing Field - Displays the tax departments defined in the system.

Highlight the tax(es) that apply to this item.Loyalty Type- Drop down menu to select created loyalty types in the system.Loyalty Quantity - The quantity of the loyalty type that will be earned from selling this item.Loyalty Days - Sets the days and times that the loyalty type will be applied. Used to

give bonus points on certain days / times.


Edit - Taxing / Loyalty - Loyalty Days

This window lets you select the days and time that the associated loyalty type is valid.


Edit - Screens

This window lets you setup which screens the merchandise item will be displayed on and the location, color, button size, and pricing rules on each of those screens.

Screen On - The screen the merchandise item should display on the Front of House POS Terminal.

Location - The location of the button on the screen, where the first number is the column and the second number is the row.

Disp - Brings up a window showing you all of the items defined on that Front of House POS Terminal screen and allows you to select the proper place for the merchandise item.

Button size - Sets the size of the button.Text size - Sets the size of the text on the button.Color - Sets the color of the button.Pricing - Sets the pricing available to be used on this screen.


Edit - Screens - Display

This page allows you set the location of the button on FOH for this item. The button locations are represented numerically on the Edit Merchandise screen in the ‘Loc’ field. Example: Column 1, 2nd button down is ‘12’.

Cancel - Disregard any changes and return to the Edit Merchandise Select screen.

None - Only used if accessing this screen from the ‘Auto Select’ button on the ‘Links’ screen.

Skip - Only used if accessing this screen from the ‘Auto Select’ button on the ‘Links’ screen.

Next - Allows you to place the button on another page if needed.


Edit - Screens - Pricing

By placing the check box next to each price level for this merchandise item, you can set what pricing levels are available to be used when this merchandise item is sold from this screen.

Default Pricing - Sets the default price used when this merchandise item is sold on this screen, typically this is the base price, but you can use any price as the default.

Use Higher Pricing - Tells the system to charge a higher price for the merchandise item if none of the Happy Hour conditions are met. Typically the system always gives the guest a lower price, but in some circumstances you may which to charge more for a merchandise item on the weekends, etc.

Allow Alt Price - Allow the alternate pricing to be used when the merchandise item is sold from this screen.

Allow Price 1-12 - Allow the 12 Happy Hour prices to be used when the merchandise item is sold from this screen.

Allow Sale Price - Allow the sale price to be used when the merchandise item is sold from this screen.


Edit - Links

This window allows you to define which screens are automatically displayed when this mer-chandise item is rung in from the Front of House POS Terminal. This is where you define which modifier or side screens are available when this merchandise item is sold and what the standard sides for this merchandise item should be.

Link 1-15 - The screen on the Front of House POS Terminal which the system should bring up when this merchandise item is rung into the system, in order of their link number.

Modif - If this link modifies the merchandise item.Side - If the item is to be regarded as a side.Force - Forces a selection to be made on this screen before moving on to the

next merchandise item or screen. Primarily used for temperature and similar modifiers.

Keep - Keeps the link available to be used at a later time for the merchandise item after the initial merchandise item has been sent to the Kitchen. Useful for such promotions as a Kids Ice Cream that is included with a Kids Entree, Reorder of all you can eat, etc.

Mult - If this Link can be used more than one time.Sngl - Causes this link to be rung in one at a time even though the item it’s a

modifier for has a quantity greater than 1. This is used in catering-type environments where someone will ring up a dinner (quantity 60) and then need to be able to indicate 60 times whether it is chicken, beef or veg.

A86 - Automatically 86’s a modifier on the kitchen printer when it is replaced by another Modifier. This allows the kitchen to know what side item is being substituted, and is used when 2 or more side items comes with a main item.

n/c - No charge. There will be no charge for this item when used to modify the base item.

b/c - Base charge. Charges the difference between the default modifier and the modifier that is selected.

Ignr - Ignore. This will ignore any links of this modifier.PAuto - Will print this modifier even if it is an auto-selected modifier. (By default,

auto-selected modifiers do not print.)Phdr - Will print the screen group name before the modifier on the kitchen chit.Auto Select - Lets you specify a modifier that is automatically selected for the server.

Program all of your defaults in and the server only changes them as needed. For example, if your hamburger platter comes with fries, and only 10% of your guest sub the fries for something else, you would Auto Select fries and then your servers only changes the 10% as necessary.

Max Quantity - The maximum number when used with quantity modifiers allowed for


this item. For example, 50 wings would have a maximum quantity of 50 and then the flavor page for the wings would have increments of 5,10, 15 etc.

X - Clear all the fields in that line and brings the lower lines up.I - Moves all the information down one line and clears this line for a new

link.D - Set days of the week and times for this link to be active. Default is 24/7.


Edit - Links - Link Days

This window lets you select the days and time that the associated link is valid.


Edit - Recipe / Ingredients / Nutrients

This window allows you to input a text recipe for the merchandise item or a pop-up message to be displayed when the merchandise item is sold, such as a drink recipe or Instructions that need to be followed (like get a shot of rum from the bar and take it to the kitchen, for a dessert). This is not the same as a recipe for menu costing purposes, but for the use by front of house staff and guests.


Add Like

Add Like is a time saving tool that allows you to use an existing Item as a template for adding one new item. Any links on the template item will carry over to the new item saving you pro-gramming time.

Item ID - The identifying number given to the menu item by the system and can-not be changed.

Ext. ID - The identifier number for the merchandise item given to you by an outside company, typically for integration with 3rd party Inventory programs.

Name - The name of the merchandise item as it is to appear on the Front Office POS terminals and receipts.

Order Name - The name of the merchandise item as it appears on order chits. If left blank the order chits will print from the name field above.


it is rung in at or from set dynamic pricing on the Management Con-sole. This can be used for creating a Happy Hour type pricing that the manager has control over, as opposed to being based on the day of week and time period.

Screen LocationsScreen On - The screen the merchandise Item should display on the Front of House

POS terminal.Location - The location of the button on the screen, where the first number is the

Column and the second number is the row.Color - Sets the color of the button.OK - Processes the changes and returns you to the Edit Merchandise window.Cancel - Closes the window without processing the changes and returns you to

the Edit Merchandise window.


Add Bulk

Add Bulk is similar to Add Like except that it allows you to add up to 10 new items using an existing item as a template. Any links on the template item will carry over to the new item as saving programming time.

Item ID - The identifying number given to the menu item by the system and can-not be changed.


Base Price - The regular price for the merchandise item.Location - The location of the button on the screen, where the first number is the

column and the second number is the row.


Add Sizes

The Add Sizes feature simplifies and speeds the process of adding all the various sizes for each main item. Once you have added all the main items in a particular screengroup and created one or more size pre-pend buttons, click Add Sizes. This will cycle through each item in the screen group in a dialog resembling the Add Like dialog. Each item’s name will be automatically en-tered including the size pre-pend name. You may enter the correct price for each size and alter the name if necessary. The new item will automatically have a blank screen position; leave it blank. If an item cycles through that you don’t wish to add a size for, simply press Cancel and the next item in the screen group will come up in the dialog. Continue this process until all of your sizes have been added.

Item ID - The Identifying Number given to the menu item by the system and cannot be changed.

Ext ID - The Identifier Number for the merchandise item given to you by an outside company, typically for integration with 3rd party Inventory pro-grams.


Order Name - The name of the merchandise Item as it appears on order chits. If left blank the order chits will print from the name field above.


it is rung in at or from Set Dynamic Pricing on the Management Con-sole. This can be used for creating a Happy Hour type pricing that the manager has control over, as opposed to being based on the day of week and time period.

Screen Locations Screen On - The screen the merchandise item should display on the Front of House

POS Terminal.Location - The location of the button on the screen, where the first number is the

column and the second number is the row.Color - Sets the color of the button.OK - Processes the changes and returns you to the Edit Merchandise window.Cancel - Closes the window without processing the changes and returns you to

the Edit Merchandise window.


Add Mirror

Add new feature to Merchandise Setup to mirror a screen group. Mirror will copy the current screen group to a new one (which must already be defined) and leave the screen positions intact. You can have the system create new items by clicking the Create Item check box or add the new screen group to the existing items by leaving the box unchecked. Since an item can be on up to 12 screens, we do not advise creating items unless those items have unique pricing/printing information (such as pizza toppings).

Create New Items - You can have the system create new items by clicking the Create Item check box or add the new screen group to the existing items by leaving the box unchecked.

OK - Creates the mirrored screen group.Cancel - Returns to the Merchandise - Edit Merchandise Select screen without

creating a mirrored screen group.


Bulk Edit

The bulk edit screen allows you to quickly change the parameters for items within a Screen Group

List - This list contains all the editable element. Choose the element you want to edit and fill in the value you want in the blank spaces below for each item.

Item ID - The identifying number given to the item by the system and can not be changed.

Name - The name of the item.Drop Down - Choose the factor you want to edit from this drop down.Blank Fields - After choosing the factor to edit, the fields will fill in with the values.

Change the values as needed.Save / Next - Saves any changes made.OK - Processes all the changes made and closes the window, returning you

to the Edit Merchandise Select Window.Cancel - Discards any changes made and closes the window, returning you to

the Edit Merchandise Select Window


Insert Link

The Insert Link screen allows a link to be inserted for the items on the screen.

Link - The screen on the Front of House POS Terminal which the system should bring up when this merchandise item is rung into the system, in order of their link number.

Modif - If this link modifies the merchandise item.Side - If the item is to be regarded as a side.Force - Forces a selection to be made on this screen before moving on to the

next merchandise item or screen. Primarily used for temperature and similar modifiers.

Keep - Keeps the link available to be used at a later time for the merchandise item after the initial merchandise item has been sent to the Kitchen. Useful for such promotions as a Kids Ice Cream that is included with a Kids Entree, Reorder of all you can eat, etc.

Mult - If this Link can be used more than one time.Sngl - Causes this link to be rung in one at a time even though the item it’s a

modifier for has a quantity greater than 1. This is used in catering-type environments where someone will ring up a dinner (quantity 60) and then need to be able to indicate 60 times whether it is chicken, beef or veg.

A86 - Automatically 86’s a modifier on the kitchen printer when it is replaced by another Modifier. This allows the kitchen to know what side item is being substituted, and is used when 2 or more side items comes with a main item.

n/c - No charge. There will be no charge for this item when used to modify the base item.

b/c - Base charge. Charges the difference between the default modifier and the modifier that is selected.

Ignr - Ignore. This will ignore any links of this modifier.PAuto - Will print this modifier even if it is an auto-selected modifier. (By default,

auto-selected modifiers do not print.)Phdr - Will print the screen group name before the modifier on the kitchen chit.Auto Select - Lets you specify a modifier that is automatically selected for the server.

Program all of your defaults in and the server only changes them as needed. For example, if your hamburger platter comes with fries, and only 10% of your guest sub the fries for something else, you would Auto Select fries and then your servers only changes the 10% as necessary.

Max Quantity - The maximum number when used with quantity modifiers allowed for this item. For example, 50 wings would have a maximum quantity of 50 and then the flavor page for the wings would have increments of 5,10, 15 etc.

Insert At - Which existing link # this new link will be inserted after. Link #0 will put this as the first link.


3.2 - Contests

This window lets you view, add, modify, or delete the different types of Contests currently running. Contests define reports which track sales of particular merchandise items for your Employees. You can set up Contests for sales on prior days also.

Contest List - Displays a list of the contests defined in the systemDone - Closes the window and returns you to the Management Console.Edit - Selects the highlighted contest and opens it so that it can be modified.Add - Creates a new contest in the system. Delete - Deletes the selected contest from the system, this functionality is typi-

cally not available.Sorted - Refreshes the screen and displays all of the contests in order by their

Sort Id number.In-Active - Displays all of the contests, both current and In-Active. An exclamation

point will be displayed in front of any contests that are In-Active.


Edit

This window lets you modify the currently highlighted Contest.

ID - The identifying number given to the contest by the system and can not be changed.

Name - The name of the contest.Sort - The numerical order in which the contest will be sorted.Deduct Comps - If comped sales should not be included in the contest.In-Active - If checked, removes the contest from reports and the Front of House

POS Terminals.Contest Type - Selects the way the contest is judged, depending on which bullet point

is selected. Dollar Ranking - Ranks the contest by total dollar amount. Quantity Ranking - Ranks the contest by total quantity sold. Point Ranking - Ranks the contest by total points, as assigned for each merchandise

item.Items In Contest - Displays a list of all the merchandise items in the currently selected

contest and their respective point values.OK - Processes any changes made and returns to the Merchandise - Edit

Contest Select screen.Cancel - Ignores any changes made and returns to the Merchandise - Edit

Contest Select screen.Prev - Moves to the previous created contest.Next - Moves to the next created contest.Add - Allows you to add items to the “Items In’ list.Edit - Allows you to edit the highlighted item in the “Items In” list.Delete - Deletes the highlighted item from the “Items In” list.


Edit

This window lets you modify the currently highlighted Contest.

Sort By List - This window allows you to view, add, modify, or delete your Merchan-dise Items. Using this screen you can quickly navigate your database of merchandise Items and find the merchandise item or group of mer-chandise items that need your attention. The Add Like functionality allows you to highlight an existing merchandise item and quick add a new merchandise item that has the same properties, making menu changes and additions a snap.

Sort List - This window allows you to view, add, modify, or delete your Merchan-dise Items. Using this screen you can quickly navigate your database of merchandise Items and find the merchandise item or group of mer-chandise items that need your attention. The Add Like functionality allows you to highlight an existing merchandise item and quick add a new merchandise item that has the same properties, making menu changes and additions a snap.

Item List - List of items that are in this contest.OK - Processes all the changes made and closes the window, returning you

to the Merchandise-Edit Contest window.Cancel - Closes the window without processing the changes and returns you to

the Merchandise-Edit Contest window.All - Will add all items from the selected category to the contest. This func-

tion only works after choosing Add from the Merchandise-Edit Contest window.

Points - The number of contest points assigned to the selected item(s)


3.3 - Set Dynamic Pricing

This menu item lets you activate or deactivate Alternate Item Pricing, as defined for each mer-chandise item under its setup. This can be useful for on-demand Happy Hours and other situations where the manager needs the ability to change pricing to retain or attract business. You can pick the new “default price” for all items (unless that price is not allowed on the screen the item is rung in from or it is not allowed in the dining area of the table). If an item does not have a price setup at that level, it will use its normal default price (based on dining area and screen group).


3.4 - Sort Merchandise Screen

This window allows you to sort the Merchandise Items on a Front of House POS Terminal screen alphabetically. This greatly simplifies keeping screens sorted as you add and remove merchandise items, especially your deer and modifier screens. Only Merchandise Items that have color groups marked as sortable will sort, all other Merchandise Items on the screen will remain stationary.

Screen / Group List - Displays the screen groups in the system, for you to sort.Done - Closes the window and returns you to the Management Console.Sort - Sorts all merchandise items in the screen group which is currently

highlighted.Sorted - Refreshes the screen and displays all of the screen groups in order by

their Sort Id number.In-Active - Displays all of the screen groups, both current and In-Active. An ex-

clamation point will be displayed in front of any screen groups that are In-Active.


3.5 - Un-86 Items

This window lets you see all the Merchandise Items that have been 86’d at this location and allows you to un-86 them also.

86 List - Displays a list of the all merchandise items in the system that are cur-rently 86’d.

Done - Closes the window and returns you to the Management Console.Select All - Highlights all the merchandise items that have been marked as 86’d.Un 86 Items - Returns the highlighted merchandise items back to available for sale

and closes the window, returning you to the Management Console.


3.6 - Sales Departments

This window allows you to view, add, modify, or delete the different sales departments for mer-chandise items. These typically are your major sales areas; food, liquor, beer, wine, and retail.

Departments List - Displays all the sales departments in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted sales department.Add - Creates a new sales department in the system. Delete - Deletes the selected sales department from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the sales departments in order

by their Sort Id number.In-Active - Displays all sales departments, both current and In-Active. An exclama-

tion point will be displayed in front of any sales departments that are In-Active.


Edit

This window lets you modify the currently highlighted Sales Department.

ID - The identifying number given to the sales department by the system and can not be changed.

Name - The name of the sales department.Sort - The numerical order in which to sort the sales department..Tipable - If the sales department is tipable. This is used for calculating both au-

tomatic gratuities and in determining sales which an employee should declare tips on at the end of their shift.

Non-Revenue - If the sales department does not generate standard business revenue, such as delivery charges.

In-Active - If checked, removes the sales department from reports and the Front of House POS terminals.

OK - Processes all the changes made and closes the window, returning you to the Merchandise Department Select window.

Cancel - Closes the window without processing the changes and returns you to the Merchandise Department Select window.

Previous - Moves to the sales department before this one in the department list so it can be viewed and modified.

Next - Moves to the sales department after this one in the department list so it can be viewed and modified.


3.7 - Sales Categories

This window lets you view, add, modify, or delete the different Sales Categories the Merchandise Items are sorted into. This breaks down each sales department further for reporting and sorting purposes. For example: the beer department could have categories of domestic, import, and draft.

Category List - Displays a list of all the sales categories in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted sales category.Add - Creates a new sales category in the system. Delete - Deletes the selected sales category from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the sales categories in order

by their Sort Id number.In-Active - Displays all of the sales categories, both current and In-Active. An ex-

clamation point will be displayed in front of any sales categories that are In-Active.


Edit

This window lets you modify the currently highlighted Sales Category.

ID - The identifying number given to the sales category by the system and can not be changed.

Name - The name of the sales category.Sort - The numerical order in which to sort the sales category.Department - The sales department the sales category is in.In-Active - If checked, removes the sales category from reports and the Front of


to the Merchandise Category Select window.Cancel - Closes the window without processing the changes and returns you to

the Merchandise Category Select window.Previous - Moves to the sales category before this one in the category list so it

can be viewed and modified.Next - Moves to the sales category after this one in the category list so it can



3.8 - Price Groups

This window lets you view, add, modify, or delete the different price groups the merchandise items are in. This is typically used to tag merchandise items with the same price together, for instance Level 1 alcoholic drinks ($3.00), Level 2 ($3.50), Level 3 ($4.00), and so on. You can use the change item wizard to change pricing for merchandise items by the price group each is in.

Price Group List - Displays a list of all the price groups in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted price group.Add - Creates a new price group in the system. Delete - Deletes the selected price group from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the price groups in order by

their Sort Id number.In-Active - Displays all of the price groups, both current and In-Active. An exclama-

tion point will be displayed in front of any price groups that are In-Active.


Edit

This window lets you modify the currently highlighted Price Group.

ID - The identifying number given to the price group by the system and can not be changed.

Name - The name of the price group.Sort - The numerical order in which to sort the price group.In-Active - If checked, removes the price group from reports and the Front of House


to the Edit Price Group Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Price Group Select window.Previous - Moves to the price group before this one in the price group list so it can

be viewed and modified.Next - Moves to the price group after this one in the price group list so it can



3.9 - Screen Groups

This window lets you view, add, modify, or delete the different screen groups the merchandise items are displayed on at the Front of House POS Terminals. These are the actual pages of merchandise items displayed for servers to select from.

Screen Group List - Displays a list of all the screen groups in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted screen group.Add - Creates a new screen group in the system. Delete - Deletes the selected screen group from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the screen groups in order by

their sort Id number.In-Active - Displays all of the screen groups, both current and In-Active. An ex-

clamation point will be displayed in front of any screen groups that are In-Active.


Edit

This window lets you modify the currently highlighted Screen Group.

ID - The identifying number given to the screen group by the system and can not be changed.

Name - The name of the screen group.Sort - The numerical order in which to sort the screen group..Cols / Page - The number of columns to display on the Front of House POS Terminal

for this screen group.Rows / Page - The number of rows to display on the Front of House POS Terminal for

this screen group.Header Name - Used to print different name other than the screen group name on the

kitchen chit. Example: This can be used to always print Full / Left / Right on pizzas when you have several screen groups for Full / Left / Right by pizza size.

Auto Sort - If the merchandise items that are in this screen group should be auto-matically sorted.

Is Modifier - If this screen group contains a page of modifier items.Is Side - If this screen group contains a page of side items.In-Active - If checked, removes the screen group from reports and the Front of


to the Edit Screen Group Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Screen Group Select window.Previous - Moves to the screen group before this one in the Screen Groups List

so it can be viewed and modified.Next - Moves to the screen group after this one in the Screen Groups List so

it can be viewed and modified.Online Ordering Sort Order - Name - Description - Graphic Name - Verify on Add to Cart - Get Customer Name - Get Open Text -


3.10 - Color Groups

This window lets you view, add, modify, or delete the different color group settings for the mer-chandise items on your Front of House POS Terminals.

Color Group List - Displays a list of all the color groups in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted color group.Add - Creates a new color group in the system. Delete - Deletes the selected color group from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the color groups in order by

their Sort Id number.In-Active - Displays all of the color groups, both current and In-Active. An exclama-

tion point will be displayed in front of any color groups that are In-Active.


Edit

This window lets you modify the currently highlighted Color Group.

ID - The identifying number given to the color group by the system and can not be changed.

Name - The name of the color group.Sort - The numerical order in which to sort the color group.Foreground - The foreground color.Background - The background color.Auto Sort - If the items should be automatically sorted on the screen or, if unchecked,

should remain stationary.In-Active - If checked, removes the color group from reports and the Front of House


to the Edit Color Group Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Color Group Select window.Previous - Moves to the color group before this one in the Color Group List so it

can be viewed and modified.Next - Moves to the color group after this one in the Color Group List so it can



3.11 - Price Levels

An item can have up to 12 different prices that can be programmed for different times. Each of these is a ‘price level’. Each price level can have a unique name.

Price Levels - A list of all created price levels for this site.Done - Return to the Manager Console screen.Edit - Go to the edit price level screen for the highlighted price level.Add - Create a new price level.Delete - Delete the highlighted price level.Sorted - Sorts the price level list by ID number.In-Active - Shows any In-Active price levels the list.


Edit

This is the screen where the various characteristics of the price level are set.

ID - Assigned by the software.Name - The name you assign to this price level.Sort - The numerical order in which to sort the price level.In-Active - Mark this price level as inactive and remove it from reports.OK - Process all changes and return to the Edit Price Levels - Select screen.Cancel - Disregard all changes and return to the Edit Price Levels - Select screen.Previous - Move to the previous price level in the list.Next - Move to the next price level in the list.


3.12 - Speed Menus

This window allows you to setup your Speed Menus for the Front of House POS Terminals. The top row of buttons, on the screen below, are the ones that will display when an Employee selects “Main” on the Front of House POS Terminal’s Speed Menu Bar. The buttons in the col-umns under each top row corresponds to the buttons on the Speed Bar that is displayed when a selection is made on the Main Speed Menu.

OK - Processes all the changes made and closes the window, returning you to the Management Console.Cancel - Closes the window without processing any changes and closes the window, returning you to the Management Console.Copy From - Allows you to copy in data from another speed menu to this speed menu.Drop DownList - A list of all the selectable Speed MenusName - The name of this speed menu.Up Down - Check this box to put up/down arrows for the buttons on the Speed Menu. This allows you to have more buttons than what will fit on the screen.Return to Default - When checked, forces this menu to always go back to the menu defined as ‘Default’ below.Initial Default - The screen this Speed Menu will go to when it is first opened.Default - The menu that will be used when going back into an existing check if ‘Return To Default’ is checked.Hourly - Allows you to set the Initial Default and Default screens on an hourly basis.


Edit

This screen lets you modify the Speed Menu that is selected.

Name - The name of the speed menu. Logo File - Enter the name of a bitmap from the IMAGES folder for a logo to appear

on this button. It is not case-sensitive. The full path is not needed. The *.bmp extension is not needed. Terminal will need to be restarted for the changes to take place.

Color - The color of the text on the buttonLink - The screen group you are taken to by touching the speed menu.OK - Processes all the changes made and closes the window, returning you

to the Edit Speed Menu Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Speed Menu Select window.


3.13 - Item Types

This window lets you view, add, modify, or delete the different item types in the system. Item types are used for rules (such as forced beverage) and for querying and editing merchandise items. These typically include drinks, sandwiches, entrees, deserts, modifiers, etc.

Item Type List - Displays a list of all the Item types in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted item type.Add - Creates a new item type in the system. Delete - Deletes the selected item type from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the item types in order by their

sort Id number.In-Active - Displays all of the item types, both current and In-Active. An exclama-

tion point will be displayed in front of any item types that are In-Active.


Edit

This window lets you modify the currently highlighted Item Type.

ID - The identifying number given to the item type by the system and can not be changed.

Name - The name of the item type.Sort - The numerical order in which to sort the item type.Critical - Show this item on FOH flash readings as a critical item.In-Active - If checked, removes the item type from reports and the Front of House


to the Edit Item Type Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Item Type Select window.Previous - Moves to the item type before this one in the item type list so it can be

viewed and modified.Next - Moves to the item type after this one in the item type list so it can be



3.14 - Courses

This window lets you view, add, modify, or delete the different Item types in the system. Item types are used for rules (such as forced beverage) and for querying and editing merchandise items. These typically include drinks, sandwiches, entrees, deserts, modifiers, etc.

Courses - Displays a list of all the Item types in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted item type.Add - Creates a new item type in the system. Delete - Deletes the selected item type from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the item types in order by their

sort Id number.In-Active - Displays all of the item types, both current and In-Active. An exclama-

tion point will be displayed in front of any item types that are In-Active.


Edit

This window lets you modify the currently highlighted Item Type.

ID - The identifying number given to the item type by the system and can not be changed.

Name - The name of the item type.Sort - The numerical order in which to sort the item type.Sorting Reference Only - When checked, this course will only affect the sorting order within the

last course (by ID number) that is not ‘Reference Only’.Delay Next Course - Number of minutes to delay the course subsequent to the current course.Slow Delay - Adds a second, slower course timing on parties of 4 or more.Priority - Throttle Print Jobs - Allows print jobs for this course to be throttled.In-Active - If checked, removes the item type from reports and the Front of House


to the Edit Item Type Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Item Type Select window.Previous - Moves to the item type before this one in the item type list so it can be

viewed and modified.Next - Moves to the item type after this one in the item type list so it can be



3.15 - Printer Type

This window lets you view, add, modify, or delete the different types of Remote Printer Types. These are the actual types of printers, such as local, bar, expo, broil, pizza, etc.

Printer Type List - Displays a list of all the printer types in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted printer type.Add - Creates a new printer type in the system. Add Like - Creates a new printer type in the system, with the same basic informa-

tion as the printer type which is currently highlighted.Delete - Deletes the selected printer type from the system, this functionality is

typically not availableSorted - Refreshes the screen and displays all of the printer types in order by

their sort ID number.In-Active - Displays all of the printer types, both current and In-Active. An exclama-

tion point will be displayed in front of any printer types that are In-Active.


Edit

This window lets you modify the currently highlighted Printer Type.

ID - The identifying number given to the printer type by the system and can not be changed.

Name - The name of the printer type.Sort - The numerical order in which to sort the printer type.

Chit Advance Lines - Inserts ‘x’ number of blank lines on the kitchen chit before printing.OK - Processes all the changes made and closes the window, returning you

to the Edit Printer Type Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Printer Type Select window.Previous - Moves to the printer type before this one in the printer type list so it can

be viewed and modified.Next - Moves to the printer type after this one in the printer type list so it can

be viewed and modified.Chit Header Full Line - Prints the chosen text on the middle of the Receipt/Kitchen Chit. Left Side - Prints the text only on the left side of the Receipt/Kitchen Chit. Right Side - Prints the text only on the right side of the Receipt/Kitchen Chit. Chit Trailer Full Line - Prints the chosen text on the middle of the Receipt/Kitchen Chit. Left Side - Prints the text only on the left side of the Receipt/Kitchen Chit. Right Side - Prints the text only on the right side of the Receipt/Kitchen Chit.Order Line Item Wide - The line for an item on an order should be wide.


Order Line Item Tall+Wide - The line for an item on an order should be tall+wide.Order Line Item Red - The line for an item on an order should be red.Order Line Mod Wide - The line for a mod on an order should be wide.Order Line Mod Tall+Wide - The line for a mod on an order should be tall+wide.Order Line Mod Red - The line for a mod on an order should be red.Order Line Side Wide - The line for a side on an order should be wide.Order Line Side Tall+Wide - The line for a side on an order should be tall+wideOrder Line Side Red - The line for a side on an order should be red.Ghost Line Item Wide -The line for a ghosted item on an order should be wide.Ghost Line ItemTall+Wide - The line for a ghosted item on an order should be tall+wide.Ghost Line Item Red - The line for a ghosted item on an order should be red.Ghost Line Mod Wide -The line for a ghosted mod on an order should be wide.Ghost Line Mod Tall+Wide - The line for a ghosted mod on an order should be tall+wide.Ghost Line Mod Red - The line for a ghosted mod on an order should be red.Ghost Line Side Wide -The line for a ghosted side on an order should be wide.Ghost Line Side Tall+Wide - The line for a ghosted side on an order should be tall+wideGhost Line Side Red - The line for a ghosted side on an order should be red.*Upside Down Print (Epson) - Prints chit order Upside Down (useful for printing a job twice,

no cut, and hanging the chit so that both sides of the line can read it).

Consolidate Items - Combine all like Items and like Modifiers / Sides into a single line.

Consolidate Items Show Guest - Combine all like Items and like Modifiers / Sides into a single

line.Consolidate Mods By Guest - Consolidates items on kitchen chit which have the same main item, but

does not consolidate modifiers or sides and prints them by guest.Send Void Items - Sends voided items to the printer.Re-Send Sent Items - Sends already sent items to the printer with new items for that order.Order Name Chit - Uses the order name of the item for printing on the printer.New Chit Each Guest - When checked, a chit will print for each guest on the check.New Chit Each Item - When checked, a chit will print for each item on the check.Space After Entree - Prints an extra line between each entree on chit. This makes

chits easier to read, although it uses more paper.Upside Down Print - Prints entire chit upside down.Always Print Quantity - Prints the quantity of the item to the left of the item’s name.Always Print Guest - Prints the guest number to the right of the item’s name.Print Open Price - Will print price of open priced items on the chit in the kitchen.Print PLU - Prints the PLU on the chit if there is one assigned to the item.Print Customer Name/Phone - Prints the Customer’s Address on the chit.Don’t Cut - Prevent the chit from getting cut between two print jobs for

the same printer and course (Useful for consolidation, where the first job is consolidated, and the second job is not for running / plating). The Printer Type number for the second printer must be one higher than the first printer (Expo Con- solidated = 1, Expo Non = 2).


Print Check Bar Code - Prints a bar code for scanning on the check.Print Modifiers At Printer - Prints Modifiers at the printer.Print Auto Sel Mods - When checked, auto-selected modifiers will print on the kitchen chit.

They will be indented and below the item they modify.Second Print Modifiers - Prints Modifiers below the main items at the printer, summarized.Print Sides At Printer - Prints the Sides at the printer.Print Auto Sel Sides - Prints Sides on the chit that are automatically selected for the server.Second Print Ghosted Items - Prints Ghosted Items below the main items at the printer.Ghost Other Courses - Prints items which are on other courses as Ghosted Items

on the printer.Print Ghosted Modifiers - Prints Ghosted Modifiers at the printer.Print Ghosted Sides - Prints Ghosted Sides at the printer.Second Print Sides - Prints Sides below the main items on the printer, summarized (useful for knowing what sides, in bulk, to pull).Primary Print Chit Multiplier - Used with Chit Multiplier in Edit Merchandise, will adjust the quantity

on the kitchen chit based on the multiplier.Secondary Print Chit Multiplier - Used with Chit Multiplier in Edit Merchandise, will print the item a second

time on the kitchen chit based on the multiplier.Primary Print ChitOther Item - When checked, will print the name of chit multiplier item that is tagged

to this item. When not checked, will print the order name of the item.In-Active - Check if this printer type is not used. Useful if creating sev-

eral sites from a template database and certain printer types will be used or if this printer type may be used again in the future. If checked, removes the printer type from reports and the Front of House POS Terminals.


3.16 - Printer Routings

This window lets you view, add, modify, or delete the different types of Printer Routings for the your Merchandise Items. The Printer Routings are defined by the Printing Scheme you want to use. We suggest that you set your Printer Routes to be generalize by the Merchandise Items more than the Target Printers, so that if you are changing or adding Printers in the future it is a simple matter. For example: Setup Printer Routings of “Sand w/Meat”, “Sand Cold”, and/or “Salad” that would then be used in the Setup of your Merchandise Items. Then, if you need to change how your cold sandwiches Print in the Kitchen, you simply change the Printer Routing and not each individual Merchandise Item.

Printer Route List - Displays a list of all the printer routings in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted printer routing.Add - Creates a new printer routing in the system. Delete - Deletes the selected printer routing from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the printer routings in order

by their sort Id number.In-Active - Displays all of the printer routings, both current and In-Active. An ex-

clamation point will be displayed in front of any printer routings that are In-Active.


Edit

This window lets you modify the currently highlighted Printer Routing.

ID - The Identifying Number given to the printer routing by the system and can not be changed.

Name - The name of the printer routing.Sort - The numerical order in which to sort the printer routing.Print To 1-5 - The printer type to print to. This is the type of printer in the kitchen or

bar that this merchandise item should print to when it is sold.Ghost - The merchandise item will only print at this line’s printer when another

merchandise item on this check which is not ghosted prints there. This is useful for timing orders but does not waste paper by printing merchandise items to printers unnecessarily.

Always - Causes that item to always print on the chit. Used in conjunction with ghosting, where a ghosted item will always cause a chit to print even if no items are to be printed at that printer.

Set Parent - Updates the parent item’s print routing with this routing. This is used primarily on TOGO modifiers to print the order over again at the local printer in addition to all the kitchen printers.

In-Active - If checked, removes the printer routing from reports and the Front of House POS Terminals.

OK - Processes all the changes made and closes the window, returning you to the edit printer routing select window.

Cancel - Closes the window without processing the changes and returns you to the edit printer routing select window.

Previous - Moves to the printer routing before this one in the printer routing list so it can be viewed and modified.

Next - Moves to the printer routing after this one in the printer routing list so it can be viewed and modified.


3.17 - Printer Routing Schemes

This screen displays the created print routing schemes. From here you can add new schemes, edit existing ones, delete schemes and/or mark them inactive.

Routing Scheme List - Displays a list of all created Print Routing Schemes.Done - Closes the window and returns you to the Management ConsoleEdit - Modifies the highlighted routing schemeAdd - Adds a new routing schemeDelete - Deletes the highlighted routing schemeAdd Like - Adds a new routing scheme with the characteristics of the highlighted

routing scheme.Sorted - Refreshes the screen and displays all of the routing scheme in order

by their sort ID number.In-Active - Displays all of the routing schemes, both current and in-active.


Edit

This window lets you modify the currently highlighted Printer Routing.

ID - The identifying number given to the routing scheme by the system and

can not be changed.Name - The name of the routing scheme.Sort - The numerical order in which the routing scheme will be sorted.Requisition Area - Choose the Requisition Area for this Printing Scheme.Days of the Week - Days of the week this scheme will be activeFrom / To - Time of day this scheme will be active for the checked daysIn-Active - If checked, the system will ignore this routing schemeType - The defined Printer Types for this systemHardware Device - Drop down lists containing all the printers defined in Setup-Hardware

Devices.OK - Processes all the changes made and closes the window, returning you

to the Edit Routing Scheme Select Window.Cancel - Closes the window without processing any changes and closes the

window, returning you to the Edit Routing Scheme Select Window.Previous - Moves to the routing scheme before this one on the routing scheme

list so it can be viewed and modified.Next - Moves to the routing scheme after this one on the routing scheme list



3.18 - Change Items Wizard

The change item wizard allows you to make sweeping changes to your database based on a set of criteria and rules that you select from. Due to the possible effects of this, only experienced users or your help desk provider should perform this activity.


Filter Criteria

The Filter window allows you to define up to 6 conditions which all must be meet for the filter to run on a specific merchandise item.

Find Each - This is the field type for each merchandise item that will be matched. That - The rule that is performed to determine if the rule is valid. Possible

values are: Is Equal, Is Not Equal, Is Greater Than, Is Less Than, etc.To - An open value used to accept prices to match on.Match - The system defined values to match on, such as a department’s name

if the find each box is set to department.Next - Saves the data and moves to the Set Rules window.Cancel - Cancels the selection and returns to the Management Console.


Set Rules

The Set Rules window allows you to define the 6 rules to run and change the data of the mer-chandise items that match the filter criteria defined in the previous window.

Change This - The field type that should be adjusted. By - The action to take on the field type, such as set to, add to, multiply by,

etc.To - An open value used to accept prices to set to or adjust by.Match - The system defined values to set to, such as a department’s name if

the change this box is set to department.Next - Saves the data and moves on to the Verification window.Cancel - Cancels the selection and returns to the Filter window.


Verify / Select Items

This window shows a list of all the items which match the Filter conditions defined. You may then select one or more of these Merchandise Items and click DO to run the Rules against and update the Merchandise Item data. These changes are immediate and permanent.

Do - Runs the rules on the highlighted merchandise items. Cancel - Closes the window without making any changes and returns you to the

Rules Selection window.Select All - Highlights all of the merchandise items in the list.Clear All - Removes the highlights on all of the merchandise items in the list.Invert Sel - Changes the highlights of all of the merchandise items in the list.


4 - Customers

The Customers menu allows you to configure the system in relation to customer activities. This includes editing customers themselves, customer departments and categories, as well as de-livery departments and categories.


4.1 - Customer Department

This window allows you to view, add, modify, or delete the different Customer Departments for customers. These can be different ways to organize your customers, such as residential, busi-ness, hotels, charities, etc.

Departments List - Displays all the customer departments in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted customer department.Add - Creates a new customer department in the system. Delete - Deletes the selected customer department from the system, this func-

tionality is typically not available.Sorted - Refreshes the screen and displays all of the customer departments in

order by their sort Id number.In-Active - Displays all customer departments, both current and In-Active. An ex-

clamation point will be displayed in front of any customer departments that are In-Active.


Edit

This window lets you modify the currently highlighted Customer Department.

ID - The Identifying Number given to the Customer Department by the system and can not be changed.

Name - The Name of the Customer Department.Sort - The Numerical Order in which to sort the Customer Department.In-Active - If checked, removes the Customer Department from reports and the

Front of House POS Terminals.OK - Processes all the changes made and closes the window, returning you

to the Edit Customer Department Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Customer Department Select window.Previous - Moves to the Customer Department before this one in the Department

List so it can be viewed and modified.Next - Moves to the Customer Department after this one in the Department

List so it can be viewed and modified.


4.2 - Customer Categories

This window lets you view, add, modify, or delete the different Customer Categories the cus-tomers are sorted into. This breaks down each Customer Department further for reporting and sorting purposes. For example: the business department could be broken down into categories of offices, conference centers, retail, etc.

Category List - Displays a list of all the Customer Categories in the system.Done - Closes the window and returns you to the Management Console Pro-

gram.Edit - Modifies the highlighted Customer Category.Add - Creates a new Customer Category in the system. Delete - Deletes the selected Customer Category from the system, this func-

tionality is typically not available.Sorted - Refreshes the screen and displays all of the Customer Categories in

order by their Sort Id number.In-Active - Displays all of the Customer Categories, both current and In-Active. An

exclamation point will be displayed in front of any Customer Categories that are In-Active.


Edit

This window lets you modify the currently highlighted Customer Category.

ID - The Identifying Number given to the Customer Category by the system and can not be changed.

Name - The Name of the Customer Category.Sort - The Numerical Order in which to sort the Customer Category.Department - The Customer Department the Customer Category is in.Auto Disc - An auto discount applied to customers with this customer category.Auto Coupon - An auto coupon applied to customers with this customer category.Price Level - The price level used for customers with this customer category.In-Active - If checked, removes the Customer Category from reports and the Front

of House POS Terminals.OK - Processes all the changes made and closes the window, returning you

to the Edit Category Select window.Cancel - Closes Customer window without processing the changes and returns

you to the Edit Customer Select window.Previous - Moves to the Customer Category before this one in the Category List

so it can be viewed and modified.Next - Moves to the Customer Category after this one in the Category List so

it can be viewed and modified.


4.3 - Delivery Department

This window allows you to view, add, modify, or delete the different Delivery Departments for customers. These typically are major areas around your restaurant, such as North, South, East West, Central, etc.

Departments List - Displays all the Delivery Departments in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Delivery Department.Add - Creates a new Delivery Department in the system. Delete - Deletes the selected Delivery Department from the system, this func-

tionality is typically not available.Sorted - Refreshes the screen and displays all of the Delivery Departments in

order by their Sort ID number.In-Active - Displays all Delivery Departments, both current and In-Active. An ex-

clamation point will be displayed in front of any Delivery Departments that are In-Active.


Edit

This window lets you modify the currently highlighted Delivery Department.

ID - The Identifying Number given to the Delivery Department by the system and can not be changed.

Name - The Name of the Delivery Department.Sort - The Numerical Order in which to sort the Delivery Department..In-Active - If checked, removes the Delivery Department from reports and the Front


to the Delivery Department Select window.Cancel - Closes the window without processing the changes and returns you to

the Delivery Department Select window.Previous - Moves to the Delivery Department before this one in the Department

List so it can be viewed and modified.Next - Moves to the Delivery Department after this one in the Department List



4.4 - Delivery Categories

This window lets you view, add, modify, or delete the different Delivery Categories the customers are sorted into. This breaks down each Delivery Department further for Reporting and Sorting purposes. For example: the North department could be divided into categories of North Park, Lake side, Mountain View, etc.

Category List - Displays a list of all the Delivery Categories in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Delivery Category.Add - Creates a new Delivery Category in the system. Delete - Deletes the selected Delivery Category from the system, this functional-

ity is typically not available.Sorted - Refreshes the screen and displays all of the Delivery Categories in

order by their Sort Id number.In-Active - Displays all of the Delivery Categories, both current and In-Active. An

exclamation point will be displayed in front of any Delivery Categories that are In-Active.


Edit

This window lets you modify the currently highlighted Delivery Category.

ID - The Identifying Number given to the Delivery Category by the system and can not be changed.

Name - The Name of the Delivery Category.Sort - The Numerical Order in which to sort the Delivery Category.Department - The Delivery Department the Delivery Category is in.Auto Fee - Automatically adds this item to the check when a customer in this De-

livery Category is used.Forced Gratuity - Forces this Auto Gratuity to be applied to the guest check when a

customer in this Delivery Category is used.Require Manager On Use - A manager override is required when a customer in this Delivery Cat-

egory is used.In-Active - If checked, removes the Delivery Category from reports and the Front


to the Delivery Category Select window.Cancel - Closes the window without processing the changes and returns you to

the Delivery Category Select window.Previous - Moves to the Delivery Category before this one in the Category List so

it can be viewed and modified.Next - Moves to the Delivery Category after this one in the Category List so



4.5 - Customer Custom Field

This window allows you to view, add, modify, or delete the names for Customer Custom Fields. These fields allow you to track information for each customer that is appropriate for your location, such as table preferences, food allergies, etc. Do not store credit card numbers in the custom field data as this data is not stored in an encrypted format.

Departments List - Displays all the Customer Custom Fields in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Customer Custom Field.Add - Creates a new Customer Custom Field in the system. Delete - Deletes the selected Customer Custom Field from the system, this

functionality is typically not available.Sorted - Refreshes the screen and displays all of the Customer Custom Fields

in order by their Sort ID number.In-Active - Displays all Customer Custom Field, both current and In-Active. An

exclamation point will be displayed in front of any Customer Custom Fields that are In-Active.


Edit

This window lets you modify the currently highlighted Custom Field.

ID - The Identifying Number given to the Customer Custom Fields by the system and can not be changed.

Name - The Name of the Customer Custom Field.Sort - The Numerical Order in which to sort the Customer Custom Field.In-Active - If checked, removes the Customer Custom Fields from reports and the


to the Customer Custom Fields Select window.Cancel - Closes the window without processing the changes and returns you to

the Customer Custom Fields Select window.Previous - Moves to the Customer Custom Fields before this one in the Customer

Custom Fields so it can be viewed and modified.Next - Moves to the Customer Custom Fields after this one in the Customer

Custom Fields List so it can be viewed and modified.


5 - Setup

The Setup menu allows you to configure various components of the Point Of Sale system which do not fall into the Employee Merchandise or Customer menus. This includes things like End of Day Preferences, Comps, Discounts, Voids, Payment Methods, Electronic Payment configura-tions, and your Table Selection Screen layouts.


5.1 - Business Info

This window allows you to view and modify your General Business Information..

Receipt Name - Prints on all receipts as requested by customer (view only).Receipt Name2 - Prints on all receipts as requested by customer (view only).Report Name - Prints at the top of all reports as requested by customer (view only).Name - Business Name (view only).Address, City, State, Zip - Business Physical Address (view only).Phone - Business Phone Number.Fax - Business Fax Number.RAS - Business RAS / Dial In Number.E-Mail - The email address of the reseller that supports this site.Support E-Mail - Business E-Mail Address.Support Company - The name of the reseller that supports this site.Support Phone - The phone number of the reseller that supports this site.Concept - Store Concept Number.Store Num - Store Number.Corp. Store Num - Corporate Store Number.Currency Type - Future feature not supported at this time.onePOS Group - The group number for this site. This is set in the ‘Customer Group’ field

in the onePOS Ordering Tool and/or on the original SLA.onePOS Store - The store number of the site as given to you by the customer. This is

set in the ‘Store #’ field in the onePOS Ordering Tool and/or on the original SLA.

Num TTL - Number of POS Terminals (view only).Num Handhelds - The number of handhelds for this site.Serial Number - Serial Number assigned by OnePOS (view only).Valid Through - The date this BusInfo will be valid through. You can use this to have a

BusInfo time out in the future unless the valid through date is removed. See the KB article on this subject for more information.

Upgrade Through - The site can upgrade to any version of onePOS that was released prior to this date.

PMS and OptionsCheckboxes - Used if the site will have PMS. This is controlled by onePOS via Net-

suite.NRT Totals - Non-resettable totals.Rental Terminals - Coming Soon


Rental Through - Coming SoonValidate - This button ‘validates’ the businfo’s information by connecting to a

onePOS server over the internet and comparing it’s information to the record onePOS has on it’s servers.

Reset KEK - Resets the encryption key on the hasp which is used to encrypt the CISP keys. The new key will take effect after the next time the system is rebooted. Note: YOU MAY LOSE ALL CREDIT CARD DATA WHEN PERFORMING THIS ACTION. INSURE THERE ARE NO ACTIVE CREDIT CARDS.

Reset CISP - Resets the encryption keys used to encrypt credit card data. Note: YOU MAY LOSE ALL CREDIT CARD DATA WHEN PERFORMING THIS ACTION. INSURE THERE ARE NO ACTIVE CREDIT CARDS.The new key will take effect after the next time the system is rebooted.

OK - Processes all the changes made and closes the window, returning you to the Management Console.

Cancel - Closes the window without processing the changes and returns you to the Management Console.


5.2 - System Preferences

This window lets you modify the preferences for End of Day, time clock, and various system components.

EOD TabThis window lets you edit the preferences for End of Day.

System Totals - Ignore, Warn, or Stop End of Day if the System’s Totals are not entered.Credit Batched - Ignore, Warn, or Stop End of Day if the Credit Card Payments have not

been sent to the Financial Processor for settlement.Open Employees - Ignore, Warn, or Stop End of Day if all of the Employees have not

generated a system Check Out for the day.Open Tables - Ignore, Warn, or Stop End of Day if all of the Tables have not been

closed out for the day.Open Bank Deposits - Ignore, Warn, or Stop End of Day if all the Bank Deposit entries have

not been categorized for the day.Journal Date Cut Time - The Time of Day that the Journal should be posted by.Max Percent Off - Maximum percentage of money that can be off from the actual System

Totals without generating an Out of Balance Warning.Batch Retain Days - Number of days in which credit card batches are retained. Cannot be

higher than 90. Clear Now - Causes all credit card batches to be securely erased from the system.Disable EPS Batch Report - Prevents the EPS Batch Report printing when credit or gift cards are

batched.Referral Net-Net - Use net-net totals (sales less all reductions) when calculating referral

spend.Customer Net-Net - Use net-net totals (sales less all reductions) when calculating customer

spend.Continuous Ticket Counter - By default, the ticket count begins at 1 each day. Checking this box will

not reset the count until it loops past 99999.

Reset 86’d Items - Un-86’s any 86’d items when End Of Day is run.Reset Count Down Items - Sets all count down items to zero when End of Day is run.


Report Using Calculated Guests - To report using Calculated Guests, not actual Guests.Export Chef Tek - Exports to the ChefTek system when End of Day is run.Export Food Trak RC - Exports to the FoodTrak food costing system when End of Day is run

by Revenue Center.Export Food Trak RQ - Exports to the FoodTrak food costing system when End of Day is run

by Requisition Area.Export To Excel - When checked, a salesout.xls file will be created in the Exports folder

for each day.Export Excel Item Rev Ctr - When checked, will run a Product Mix totals .csv file sorted by Revenue

Center at EOD.Export Excel Item Req Area - When checked will run a Product Mix totals .csv file sorted by Requisi-

tion Area.OK - Processes all the changes made and closes the window, returning you

to the Back Office program.Cancel - Closes the window without processing the changes and returns you to

the Back Office Program.


Reports Tab

This window lets you select the Reports to be printed at the end of day, week, or month during the journal posting process. You may specify them to print locally, or be e-mailed to up to 8 dif-ferent e-mail addresses.

Report List - Lists the 100 reports you may schedule to execute during the End of Day process.

Report Type - The name of the report that will be printed.Report Frequency - The frequency that the report will be printed.Daily - Will print every night.Weekly - Will print at the end of the business week.Monthly - Will print at the end of the calendar month.Hours - The time of day for the report to go out.Target - Where the Report should be printed or e-mailed to. If you want the

report to both print and be e-mailed, simply set it up a second time.Set Report Defaults - Clicking this button sets the report preferences used to print the last

Report as the preferences when this report runs during End of Day. You could use this to print a menu mix report for specific categories of items. To do this, simply run the report, making the selections as nec-essary. When you have the Report looking the way you want, highlight the report in the report list and click set report defaults.

Allow Hourly - Authorizes the Manager Workstation machine to send reports each hour (this prevents your lab systems from sending hourly reports to the owners when you pull a store’s production database into the lab for testing).


E-Mails Tab

This window lets you Input up to 8 different E-Mail Addresses to send the End of Day Reports to.

E-Mail Address - E-Mail Address to send reports to. Put an asterisk in front of the e-mail address to send multiple reports in a single e-mail.

E-Mail Server - Host Name of the mail server. If left blank software will use the onePOS mail server, which has limits to the size of e-mails which can be sent.

Account - Account name to use to log into the mail server. Password - Password to use to log into the mail server. Port - SMTP Port to connect to the mail server on.


Time Clock

This window lets you setup preferences used when clocking employees in and out of the system as well as printing payroll reports.

End DOW - The day of the week the week ends on.Day Begins - Time of the day in which the day begins. All time clock records which

are started before this time are considered to be for the previous date.Minutes Tardy - Number of minutes an employee can be late from their scheduled time

before being considered tardy.Minutes Early - Number of minutes an employee can be early for work. If an employee

attempts to clock in before this time a manager is required.Adj to Sch Warning In - Adjusts clock in time to the scheduled time with warning if clocking in

x minutes early.Adj to Sch Warning Out - Adjusts clock out time to the scheduled time with warning if clocking

in x minutes late.Min Tips Percent - Minimum percentage of tips employee must declare when participating

in the IRS TRAC compliance program.Minutes Late - Number of minutes an employee can be late for work. If an employee

attempts to clock in after this time a manager is required.Pswd Exp Days - Number of days before a password expires. Maximum is 90 days.Add CR Tips To Pay - Add credit card tips to an employee’s paycheck. Note: cash due on

the server checkout, the dsr, and payroll reports are effected by this setting. Do not change during a pay cycle or balancing issues will occurr. Some payroll exports might not properly be able to calculate payroll when this setting is used.

Use Net-Net Emp Sales - Remove comps and discounts when determining an employee’s sales.Stop Unscheduled Check In - Prevent an employee from clocking in if they are not scheduled.Enforce Early Check Ins - Prevent an employee from clocking in if they are early.Enforce Late Check Ins - Prevent an employee from clocking in if they are late.Enforce Early Check Outs - Prevent an employee from clocking out if they are early.Enforce Late Check Outs - Prevent an employee from clocking out if they are late.Clock In Early


Adjust to Schd - Allows an employee to clock in early, but not be paid until their actual scheduled clock in time (not legal in some areas).

Print Time Slip on Clock Out - Print time slip on employee clock out.Print Time Card on Clock Out - Print time card on employee clock out.IRS Tips Tracking - Use IRS TRAC compliance features.Salary Distribution - Percentage of salary to distribute to each day of week Must total 100.


Payroll Exports

This window lets you setup where the time clock data should be exported to and the format to use for exporting payroll data.

Export File Name - Name of file to export payroll data to.Company Code - Data element “company code” to place in export (if supported).Export Type - Format of the export to create.Export Weeks - Number of weeks to export payroll data for.Calc Overtime - If checked exported data will include calculated overtime.Show Headers - Shows the headers of each column of data in the export (if supported).Auto Declare Rate - Automatically declare at least x% of sales for an employee’s tips (not

legal in some areas).Pay Category Map - Maps a onePOS Pay Category to an ID number of a pay category used

by the payroll processing software.Declared Tip Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a tip.Sales Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a sales code.Credit Sales Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a credit sale.Credit Tips Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a credit tip.Spiffs Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a spiff.Pos Adjustment Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a POS adjustment.Neg Adjustment Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a neg adjustment.Auto Grat Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is an autoamtic gratuity total.Regular Hours Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a regular hour.Overtime Hours Code 1 - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is an overtime hour #1.


Overtime Hours Code 2 - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is an overtime hour #2.Commission Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a commission.Re-Dist Tip Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a redistributed tip.Break 1 Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a break clock out/in.Break 2 Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a break clock out/in.Break 3 Code - Code used by some timeclock exports and the onePOS generic time-

clock exports to indicate a value is a break clock out/in.


Employees Checkout

Use this screen to set various options for the printout from a server checkout.

Show 0 Lines - Prints all lines on server checkout, even with 0 totals.Show Void Details - Print void reasons and amount on the server checkout.Show Refund Details - Print refund reasons and amount on the server checkout.Show Disc Details - Print discount reasons and amount on the server checkout.Show Coupon Details - Print coupon names and amount on the server checkout.Show Comp Details - Print void reasons and amount on the server checkout.Show Transfers In - Show the Transfers In on the Employee Checkout Report.Show Transfers Out - Show the Transfers Out on the Employee Checkout Report.Transfers By Ticket - Show the Ticket Number and not the Table Name on the Employee

Checkout Report.Signature Line - Prints a signature line at the bottom of the server check out slip.Tip Sales By Closer - Calculate a server’s sales for the calculation of tips by the server that

closes the check.Tip Pool Percentage - Percentage of sales to be displayed on the server check out slip for tip

pool percentage.Complex Tip - Sets the complex tip pool calculation criteria.Employee Check Out Lines - Lines of text to be printed on the bottom of server check out.


FOH

Use this screen to set various options for the printout for the FOH.

Tip Handling ReDist Tip Single Emp Per Pay Catg - If unchecked, then touching more than one employee per pay category

will cause the pre-calculated amount to be split between the selected employees.

ReDist Tip Prompt Amount - Allows a server to change the redistributed amount for each employee. ReDist Tip Allow Lower Amount - Allows a server to change the redistributed amount for each employee

lower than the amount calculated by the complex tip rate. Redist Tip Allow Cancel - Allows an employee to cancel out of redistributing their tips without a

manager override. ReDist Tip Print Report - Prints a redistributed tip report when the employee completes the re-

distribute tip process. Excessive Tip Threshold - Sets the tip percentage to warn for excessive tip amount on each

transaction.

Management Functions Flash Time Period Offset - Hour to begin the day for flash reporting. Flash Calc On Time Sent - On flash sales reports, calculates sales by hour based on the time the

item was rung in.Internal Functions Dollar Sign - Enter the character for a dollar sign. This overrides all areas of the

software where a $ would appear. It does not change the formatting of currency, and will continue to only display with 2 decimal points.

Get E-Mail Address on Re-Print Check - When using re-print check from either the manager menu or server

menu, the system will prompt for an email address. Filling in the email address and pressing Done will email the check to that address. Press-ing cancel on the email screen will cause the check to print as normal.


Servers

This window lets you setup the ports and logging level of the onePOS Server Service.

EPS Server - These settings are for the EPS Server portion of the onePOS Server. Log Level - The level of detail to log in the log file. Trans Time Out - The amount of time, in seconds, before a transaction times out. Log Performance - Set to 1 to log the performance of each transaction to a CSV file. Ignore EOT - Set to 1 to ignore any EOTs which arrive on the phone line. Service Port - Port number for transactions. Service Port - Port number for broadcast data.

Data Server - These settings are for the Data Server portion of the onePOS Server. Log Level - The level of detail to log in the log file. Raw IO Port - Port number for raw i/o transactions. Broadcast Port - Port number for broadcast data. Web Service Port - Port number for web service transactions. SSL Web Service - Port number for ssl web service transactions.

Replicator Server - These settings are for the Replicator Server portion of the onePOS Server.

Log Level - The level of detail to log in the log file. Data Server IP Backup - IP address of the backup file server.

Monitor Server - These settings are for the Monitor Server portion of the onePOS Server. Log Level - The level of detail to log in the log file. Disable Logging - Checking this box will disable the monitor service (not PA-DSS compli-

ant).

PMS Server - Interface into Property Management/Hotel Systems. Log Level - Set To Full - Trace as default. This can be left to Full without an impact on the system. Trans Timeout - Set to 90 seconds as default. The amount of time a transaction can

take before it is assumed that it failed. Service Port - Set to 30003 by default. This is the port the onePOS system commu-

nicates PMS transactions on. Demo Mode - When checked, it will fake authorizations and declines. This can be


used to test that the PMS server is functional before connecting to a live PMS gateway.

Transport Server - These settings are for the Transport Server portion of the onePOS Server.

Log Level - The level of detail to log in the log file. Mobile Dash - When checked, the Transport Server will participate in the oneMetrix’s

Mobile Dashboard features. Backup - When checked, the Transport Server will participate in the oneMetrix’s

Backup features. Online Orders - When checked, the Transport Server will participate in the oneMetrix’s

Online Ordering features. Auto Updates - When checked, the Transport Server will participate in the oneMetrix’s

Auto Update features. Error Reporting - When checked, the Transport Server will participate in the oneMetrix’s

Error Reporting features.


5.3 - Report Time Periods

This window allows you to view, add, modify, and delete the different Time Periods to be used for Reports.

Time Period List - Displays a list of all the Time Periods in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Time Period.Add - Creates a new Time Period in the system. Delete - Deletes the selected Time Period from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the Time Periods in order by

their Sort Id number.In-Active - Displays all of the Time Periods, both current and In-Active. An ex-

clamation point will be displayed in front of any Time Periods that are In-Active.


Edit

This window lets you modify the currently highlighted Time Period.

ID - The Identifying Number given to the Time Period by the system and can not be changed.

Name - The Name of the Time Period.Sort - The Numerical Order in which to sort the Time Period.From - When the Time Period Begins.To - When the Time Period Ends.In-Active - If checked, removes the Time Period from reports and the Front of


to the Setup Time Period Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Time Period Select window.Previous - Moves to the Time Period before this one in the Time Period List so it

can be viewed and modified.Next - Moves to the Time Period after this one in the Time Period List so it

can be viewed and modified.


5.4 - G/L Accounts

This window lets you view, add, modify, and delete the different General Ledger Accounts to be used for Cash Paid Ins and Outs.

G/L Account List - Displays a list of all the General Ledger Accounts in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted General Ledger Account.Add - Creates a new General Ledger Account in the system. Delete - Deletes the selected General Ledger Account from the system, this

functionality is typically not available.Sorted - Refreshes the screen and displays all of the General Ledger Accounts

in order by their Sort Id number.In-Active - Displays all of the General Ledger Accounts, both current and In-Active.

An exclamation point will be displayed in front of any General Ledger Accounts that are In-Active.


Edit

This window lets you modify the currently highlighted General Ledger Account.

ID - The Identifying Number given to the General Ledger Account by the system and can not be changed.

Name - The Name of the General Ledger AccountSort - The Numerical Order in which to sort the General Ledger Account.Account Number - The General Ledger Account number as defined in an External System.Income Account - If the General Ledger Account generates income, or unchecked, is an

Expense Account.In-Active - If checked, removes the General Ledger Account from reports and the


to the Setup G/L Account Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup G/L Account Select window.Previous - Moves to the General Ledger Account before this one in the G/L Ac-

count List so it can be viewed and modified.Next - Moves to the General Ledger Account after this one in the G/L Account

List so it can be viewed and modified.


5.5 - Vendors

This window lets you view, add, modify, and delete the different outside Vendors to be used for Cash Paid Ins and Outs.

Vendor List - Displays a list of all the Vendors in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Vendor.Add - Creates a new Vendor in the system. Delete - Deletes the selected Vendor from the system, this functionality is typi-

cally not available.Sorted - Refreshes the screen and displays all of the Vendors in order by their

Sort Id number.In-Active - Displays all of the Vendors, both current and In-Active. An exclamation

point will be displayed in front of any Vendors that are In-Active.


Edit

This window lets you modify the currently highlighted Vendor.

ID - The Identifying Number given to the Vendor by the system and can not be changed.

Name - The Name of the Vendor.Contact - The Name of the Contact Person.Phone - The Phone Number for the Contact Person.Alt Phone - An Alternative Contact Phone Number.Acct. Num - The Account Number from the Vendor.Sort - The Numerical Order in which to sort the Vendor.Corp. ID - The Corporate ID Number for the Vendor.Notes - Any general Notes about the Vendor.In-Active - If checked, removes the Vendor from reports and the Front of House


to the Setup Vendor Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Vendor Select window.Previous - Moves to the Vendor before this one in the Vendor List so it can be

viewed or modified.Next - Moves to the Vendor after this one in the Vendor List so it can be viewed

or modified.


5.6 - Referrals

Referral are a way to tag who refers customers to you. Example: Concierges, local businesses, groups, etc.

Referral List - Lists the created Referrals.Done - Returns to Management Console main screen.Edit - Opens the Edit Referral screen for the highlighted referral.Add - Opens a blank Edit Referral screen.Delete - Deletes the highlighted Referral.Sorted - Sorts the referral list using each Referrals Sort order.In-Active - Shows any In-Active Referrals (referrals that have the ‘In-Active’ check

box checked on the Edit Referrals screen.)


Edit

This window lets you modify the currently highlighted Referral

.ID - Automatically assigned by the system.Name - The name of the referral.Sort - Used for sorting the referral list. See the KB for info on sort order.Contact - Contact name for this referral.Pri Phone - Primary phone number for this referral.Alt Phone - Alternate phone number for this referral.Account Num - Account number for this referral.Notes - Open text field for any notes.Scan Card List - To enter a card number, highlight a scan card in the list, enter the card

number in the blank field, then highlight the next scan card number to assign.

Require Manager On Use - Checking this box will force a manager to authorize any transactions

using this referral.In-Active - Marks this referral as inactive. It will not show on FOH or any reports.Statistics - This section breaks down the transactions for this referral into various

categories. Department - List heading for all departments below. Last Amount - The amount of the last transaction for this referral in this department. Total Amount - The amount of the last transaction for this referral in this department. Last Date - The date of the last transaction for this referral. Last Amount - The amount of the last transaction for this referral. Last Trans ID - The transaction ID of the last transaction for this referral. Total Visits - The total number of visits for this referral. Total Amount - The total amount of all transactions for this referral.OK - Processes any changes and returns to the Edit Referrals Select screen.Cancel - Disregards any changes and returns to the Edit Ticket Types Select

screen.Previous - Moves to the previous referral record.Next - Moves to the next referral record.


5.7 Loyalty Types

For future release

Voids - Will be changed by DevelopmentDone - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted loyalty type.Add - Creates a new loyalty type in the system.Delete - Deletes the highlighted loyalty type from the system.Sorted - Refreshes the screen and displays all of the loyalty types ordered by

their sort ID number.In-Active - Displays all of the pay departments, both current and in-active.


Edit

The loyalty point’s earn and redeem type.

ID - The identifying number given to the loyalty type by the system and can not be changed.

Name - The name of the loyalty type.Sort - The numerical order in which to sort the loyalty type.In-Active - If checked, removes the loyalty type from reports and the Front of House

POS Terminals.Ok - Processes all the changes made and closes the window, returning you

to the employees Edit Loyalty Types Select Window.Cancel - Closes the window without processing the changes and returns you to

the Edit Loyalty Types Select Window.Previous - Moves to the loyalty types before this one on the list so it can be viewed

and modified.Next - Moves to the loyalty type after this one on the list so it can be viewed

and modified.


5.8 - Ticket Types

Support for tracking ticket type sales (ie: Dine In, Carry Out, Delivery) separate from Dining Area and Revenue Center tracking. Each Dining Area is associated with a Ticket Type, or can be set to prompt for the Ticket Type when the ticket is started. If the Ticket Type is configured to override the Dining Area on selection, the ticket can move to another Dining Area (the Table will not change) and have different properties (delivery charges, exclude happy hour).

Ticket Types - Displays the created Ticket Types.Done - Returns to Management Console main screen.Edit - Opens the Edit Ticket Type screen for the highlighted Ticket Type.Add - Opens a blank Edit Ticket Type screen.Delete - Deletes the highlighted Ticket Type.Sorted - Sorts the list using each Ticket Types Sort order.In-Active - Shows any In-Active Ticket Types (Ticket Types that have the ‘In-Active’

check box checked on the Edit Ticket Type screen.)


Edit

This window lets you modify the currently highlighted Ticket Type.

ID - ID number automatically assigned by the system.Name - The name of this ticket type as it will appear on FOH and reports.Sort - See the KB for an explanation of sort order.Column - Column number for this button to appear on FOH. Lookup - Graphical representation of button placement on FOH.Row - Column number for this button to appear on FOH.Forced Dining Area - Choose a dining area from the drop down list to automatically assign

this ticket type to any check in the chosen dining area.Require Manager On Use - Will force a manager to swipe their card when ticket type is assigned

to a check on FOH.In-Active - Marks this Ticket Type as inactive. It will not show on FOH or any re-

ports.Ok - Processes any changes and returns to the Edit Ticket Types Select

screen.Cancel - Disregards any changes and returns to the Edit Ticket Types Select

screen.Previous - Moves to the Setup Edit Ticket Type screen for the previous ticket type.Next - Moves to the Setup Edit Ticket Type screen for the next ticket type.


5.9 - Revenue Centers

This window allows you to view, add, modify, or delete the different Revenue Centers in your Business for Reporting purposes. These typically are Areas such as Dining, Bar, Patio, Carry Out, Delivery, etc...

Revenue Center List - Displays a list of all the Revenue Centers in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Revenue Center.Add - Creates a new Revenue Center in the system. Delete - Deletes the selected Revenue Center from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the Revenue Centers in order

by their Sort Id number.In-Active - Displays all of the Revenue Centers, both current and In-Active. An

exclamation point will be displayed in front of any Revenue Centers that are In-Active.


Edit

This window lets you modify the currently highlighted Revenue Center.

ID - The Identifying Number given to the Revenue Center by the system and can not be changed.

Name - The Name of the Revenue Center.Sort - The Numerical Order in which to sort the Revenue Center.In-Active - If checked, removes the Revenue Center from reports and the Front


to the Setup Revenue Center Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Revenue Center Select window.Previous - Moves to the Revenue Center before this one in the Revenue Center

List so it can be viewed and modified.Next - Moves to the Revenue Center after this one in the Revenue Center List



5.10 - Dining Areas

This window allows you to view, add, modify, and delete the different Dining Areas in your Rev-enue Centers, as shown on the Front of House POS Terminal’s Dining Area Selection screen.

Dining Area List - Displays a list of all the Dining Areas in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Dining Area.Add - Lets you create a new Dining Area in the system. Delete - Deletes the selected Dining Area from the system, this functionality is

typically not availableAdd Like - Creates a new dining area in the system, with the same basic informa-

tion as the dining area which is currently highlighted.Sorted - Refreshes the screen and displays all of the Dining Areas in order by

their Sort ID numberIn-Active - Displays all of the Dining Areas, both current and In-Active. An ex-

clamation point will be displayed in front of any Dining Areas that are In-Active.


Edit - General Tab

This window lets you modify the currently highlighted Dining Area.

ID - The Identifying Number given to the Dining Area by the system and can not be changed.

Name - The Name of the Dining Area.Sort - The Numerical Order in which to sort the Dining Area.Revenue Center - The Revenue Center the Dining Area is in.Column - The Column the Dining Area is displayed in on the Front of House POS

Terminal.Row - The Row the Dining Area is displayed in on the Front of House POS

Terminal.Lookup - Opens a window to select where this Dining Area would be placed on

the Front of House POS Terminal screen.Forced Grat - Sets an Auto Gratuity for the Dining Area.Auto Fee - Choose the item from drop down menu you want to use as the fee.

Drop down menu is sorted by Category.Ticket Type - Using Prompt from the drop down menu will force the server to choose

a ticket type for each check opened in this dining area. A fixed Ticket Type can be set for this area as well.

Active Table Screen Get Ticket POS - The get ticket button on the Dining Area screens is able to be moved to a certain location on the screen. The position of the list or popup

button is a value between 0-640 for the row and 0-480 for the column. No Sale POS - The no sale button on the Dining Area screens is able to be moved to a certain location on the screen. The position of the list or popup button

is a value between 0-640 for the row and 0-480 for the column. 86 List POS - The 86 Items list on the Dining Area screens are able to be sorted, printed, and moved to a certain location on the screen as well as dis-

played as a popup list. The position of the list or popup button is a value between 0-640 for the row and 0-480 for the column. 86 List as Popup - When checked, displays the 86 list as a popup instead of a list on the dining area screen on FOH. Countdown POS - Countdown Items list on the Dining Area screens are able to be sorted,


printed, and moved to a certain location on the screen as well as dis-played as a popup list. The position of the list or popup button is a value between 0-640 for the row and 0-480 for the column.

Countdown List as Popup - When checked, displays the countdown list as a popup instead of a list

on the dining area screen on FOH. Restrict Multiple Open Checks - Prevents more than one server to have the same table open at the

same time. Table Outlines - When checked, the outlines of the table shapes will appear on the

table select screen. When not checked, only the number of the table will appear.

Table Outlines - Shows table outlines and colors. Sort Alpha - Sort the dining area according to the name of the customer on the check

(bar tab mode). Sort Chrono - Sort the dining are according to the time the check was started (drive

thru mode).Ok - Processes all the changes made and closes the window, returning you

to the Edit Dining Area Select window.Cancel - Discards any changes made and closes the window, returning you to

the Edit Dining Area Select window.Previous - Moves to the dining area before this one on the dining area list so it can be viewed and modified.Next - Moves to the dining area after this one on the dining area list so it can

be viewed and modified.Copy Page - Allows you to copy in data from another dining area to this dining area

for this tab.


Edit - Pricing Taxing Tab

This tab allows you specify the default price type, allowed price levels, and taxing setup for the dining area.

Pricing Default Price - Allow Base Price - Allow Alt Price - Allows the Alternative Price to be used on Merchandise Items sold to

Tables in this Dining Area. Allow Sale Price - Allows the Sale Price to be used on Merchandise Items sold to Tables

in this Dining Area. Allow Price1 -12 - Allows the different Happy Hour Prices to be used on Merchandise

Items sold to Tables in this Dining Area.Taxing Allow Taxing - Highlight the sales categories in the list to allow items in those categories

to be taxed in this dining area. Taxes Allowed Field - The tax departments and tax categories allowed in this dining area.

Un-selecting a tax department will make it tax exempt. Get Tax Exempt Reason - Prompts for the text reason / account number when performing a Tax

Exempt.Gratuities Choose the Gratuities to allow for this dining area.


Edit - Active Check Tab

This tab allows you to set characteristics of the on-screen check, including saving and transferring.

General Non Tippable - Used If the Dining Area is not going to receive Tips from a guest, such

as Take Out. Togo - Tags this dining area as TOGO for reporting purposes. Auto Tag Takeout - Automatically tags items on a takeout order with the takeout modifier. Special Upcharges - If a Special Upcharge Item should be rung in on each Merchandise Item

for a check in this Dining Area. Useful to add to each Merchandise Item for special parties, etc...

Ask If Special Fee - When starting a guest check, will prompt server if there should be special upcharge items rung in on each item on this check.

Get Table Name - Prompts the server to enter a name for the table when a check is started. Get Referral - Forces the server to choose a referral for every check in this dining

area. Lookup Customer ID - Lookup Customer ID when starting a check in this dining area. When

starting a check the server will immediately be taken to the ‘Customer Search’ screen.

Is Delivery/Apply Delivery Charges - If a Customer is set to have a delivery charge, the order must be made

in a dining area with this checked for the delivery charge to be applied. This prevents a Customer from being charged a delivery fee when din-ing in.

Share Tabs - Allows servers in this dining area to modify each others checks. Get Guest Count on New Check - Requires the guest count be entered when opening a new check. Assume Next Higher Guest on Re Open - Automatically will advance to the next guest on the check after each

item is rung in. No Guest Count - Used if the Dining Area doe not require a guest count.


Force Employee Guest Count - When this is NOT checked, a guest does not count as a guest for re-

porting unless that guest has an item. With this checked all guests will count that server puts on a check. However, splitting a single check multiple ways will cause the guest count to double or triple.

Remove Holds on Open - Automatically removes the hold on an order once when that check is

re-opened. Auto Advance Guest Count - Dynamically sets the guest count on a check as items are rung onto guests. Assume Next Guest Number - Automatically will advance to the next guest on the check after each

item is rung in. Restrict One Cent Pricing - Restricts items from being rung in which are currently priced at 1 cent.

Mult Indent Mods - Indent modifiers of modifiers multiple times. Allow Diff Qty Mods - Allows the mod quantity to be set independently of the item it is modify-

ing. No Negative Base Charge Mods - Prevents “A Less Expensive Item” on a Base Charge Modifier from

reducing the price of the parent item. No Negative Base Charge Sides - Prevents “A Less Expensive Item” on a Base Charge Side from reduc-

ing the price of the parent item. Open Price From List - Select from a list of price levels, or open price, when changing an item’s

price. Auto Sell Sticks - Check if the dining area is billiards, use drop down to choose billiard

item. Used in conjunction with Rent Stick from Dining Objects. Allow Emp Scan On Order Entry - Allows changing users through the scan of an employee card at the

Order Entry screen if an empty check is displayed. Allow Emp Scan On Table Select - Changing users through the scan of an employee card at the Table

Select screen. Search For Check On Card Scan - Allows check to be pulled up from credit card scan. Show Total Count on Button - Shows the count of items rang in on the check in the bottom right corner

of each button on the order entry screen.

Saving Allow Delay Send - Allows a delay to be placed when orders are sent to the kitchen. Allow Table Parking - Allows using the Quick Sale function to save as a tab. Normally quick

sales are only used for immediate payment or they are saved as tabs on a named table.

Remain In Check on Print - When printing a check in this dining area the check will stay on the

screen. Edit Customer Name on Park - Ability to prompt the bartender on park check to edit the name accepted

off of the track data during a pre-pay. Print Receipt On


Send - Automatically prints a guest check when the check is updated. Double Tap Send Prints Check - A guest check prints when the send button is tapped twice. Auto Send Check on Print - Automatically sends all unsent items on the order when going to print

check. Auto Send Check on Close - Automatically sends all unsent items on the order when going to close

check. Close On Send Check - Brings you to the close check screen each time the sent button is

pressed on an active check. Exit Clears User - Pressing EXIT on the Order Entry screen signs off the server Count Quick Sale Guest - Ability to count Quick Sale guests. Assign All To Closing Employee - Permit the re-assignment of item sales on the transfer a check to a

new server. Note: This will cause the new server to get credit for these sales on all flash readings, checkouts, sales reports, payroll reports, and contest reports.

Transfer Allow Table Pickup - If a Dining Area is set to restrict multiple open checks and the op-

tion Allow Table Pickup is checked then a server will be prompted if they want to pick up the table when it is selected if another server / bartender has it active. A bartender can Move the check to the target table without knowing the target server, and the target server can pick up the existing check through simply touching the table on their Table Selection screen. Options are presented to cancel the pick up as well as immediately giving back the table through the Give Back function on the Check Options menu.

Prompt On Transfer In - Inform the server when a check is opened for the first time if that check

was recently transferred to them and the Prompt On Transfer In is checked. The server can give the check back to the originator at this time, or immediately using the Give Back option on the Check Options menu.

Allow Give Back on Transfer - Allows server to give a transferred check back to the originator imme-

diately when opening the table or using the Give Back option on the Check Options menu.

Bump Guest Number on Transfer - If checked, when transferring a check to a table with guests/items on it,

the guests being transferred will be assigned the next highest available guest numbers. If not checked, the checks will literally be merged with all items for both guest 1s showing as guest 1, all items for both guest 2s showing as guest 2, etc.

Allow Scan To Merge Checks - Allow scan of receipt’s bar code when another check is on screen to

merge scanned check into check on screen. Allow Move To Combine - Allow the move check functionality to combine a check onto another

an existing check (of the same server).


Edit - Check DisplayTab

Use this screen to set the info that will appear on the on-screen check.

Display Show Tax Display - Shows the tax on the on-screen check. If not checked, tax is included

in the price of the item on the check. Show Sub Totals Display - Shows the sub total on the on-screen check. Payments Button - Shows the payment buttons on the bottom of the on screen guest check

on the order entry screen when checked. PLU Button - Shows the PLU Button on the Order Entry screen when checked. Remain in PLU Lookup - After entering a PLU number, the PLU keypad remains to enter another

PLU number. Lookup by Name - Displays the Lookup by Name button on the Order Entry screen. Qty Buttons - Hides the quantity buttons on the order entry screen, replaces them

with guest buttons. Send Button - Hides the Send/Park button on the order entry screen. Unchecking

this is useful if you want to run the onePOS Terminal application as a customer facing Kiosk machine for self-ordering. The order will go through on payment.

Order Name Button - Displays the items order name on the order entry buttons. Order Name Check - Displays the item’s order name on the guest check. Rows To Show - Number of rows of guest check detail to show on the on screen guest

check. Change Due Delay - Number of seconds before the change due screen automatically times out. Min Change Due Delay - Minimum amount of time to leave the change due on the screen. Check Update Delay - Number of seconds to keep the update check total screen up on Send.


Min Change Due Delay - Minimum amount of time to leave the check update screen up on Send. Order Entry Time Out - Number of seconds of inactivity before an order is cancelled.

Price Onto Parent - Places modifier price onto parent item’s price on the screen, by category. Speed Menus - Highlight the speedmenus that will be active for this dining area. Allow Chaining To Group - Allows the highlighted screen groups to be linked in when used as a

modifier. Permit Screen Group - Allows the highlighted screen groups to be used in this dining area.


Edit - Chits Tab

Use this screen to set what routing schemes will be utilized for this dining area, as well as char-acteristics of the kitchen chits and some printer setup.

Chit New Chit Each Course - Sends a separate chit to the kitchen for each course for this dining

area. Allow Print Job Throttling - Allows print job throttling to be used in this dining area. Get Order Complete Time - Only works with Harmony KDS. Prompts for order completion time

when starting a check in this dining area. Sort By Guests Before Send - Sorts the check by guest before sending the order. Sort Orders By Guest - Prints the order chits in guest order. Print Training Chits - A kitchen chit will print on training checks. Print Chit On Move Table - A kitchen chit will print when a table is moved. Print Chit On Transfer Table - A kitchen chit will print when a table is transferred. Print Chit By Odd Table Num - Sets odd table numbers to print to a remote printers one higher than

their default ID. New Session ID On Send - Assign new Session ID when using the Send and Stay command. Used

for kitchen display system where the customer does not want to have the kitchen display perform any advanced coursing or timing.

Auto Slow Course Guest Count - Automatically switches check to “slow coursing” when this number or

more guests are on a check.


Routing Schemes - Highlight the routing schemes that will be used for this dining area.Hardware Credit Card Printer - The printer ID used to print credit card vouchers. Gift Card Printer - The printer used to print gift card vouchers. On Account Printer - The printer used to print on-account vouchers. Notify Moved Printer - A chit will print on this printer when a guest check is transferred or

moved. Delay On Print CR Voucher - Uses a delay on printing credit card vouchers between the two slips.


Edit - Receipt Tab

Use this screen to set characteristics of the printed guest check.

Receipt Print Bar Code On Receipt - Prints a unique bar code on checks in this dining area that can be

scanned. Print Customer Address - Checks printed in this dining area will have the customer’s name and

address print at the bottom. Store Number With Check Number - Allow/disallow printing of the store number, day number, and check

number on the customer’s receipt. Print Sub Total Before Gratuity - Ability to print the check’s sub-total before the gratuity. Summarize Receipt - If checked, like items for the same guest will be grouped together. Show Gratuity By Guest - Breaks out auto gratuity by guest on a sub-total receipt. Print Order Num Receipt - Prints the order number on a receipt. Print Tax Per Guest On Receipt - Prints the taxes for each guest separately on the receipt. Print All Taxes Together - Prints all taxes that apply as one entry on the receipt. Print Voids On Receipt - Prints any voided items on the receipt. Print Seperate Totals - Prints separate totals for each guest by default. Print Change Due On Receipt - Prints the change due to the customer on the receipt. Print Receipt Count - Prints the number of times the receipt has been printed.


Print Tip Base Amount Receipt - Prints the tip base amount as defined by the current gratuity rule on

the check. Print Training Checks - Prints guest checks entered during training sessions. Print Cust ID On Receipt - Prints the customer/loyalty ID on the receipt. Print Bus Name1 - Prints the first business name line on the guest check. Print Bus Name2 - Prints the second business name line on the guest check. Include Tax in Item Price - Inlcudes the tax amount in the item’s price on the screen. Loyalty Print On Receipt - Print on customerʼs receipt the loyalty account number associated with

this check. Print Tax Exempt Details - Print the open text obtained when performing a tax exempt transaction. Print Department Totals - Print the departmental totals on the receipt. Sort Receipt by Course - Sorts the guest check by course. When checked, choosing Print w/Sub

when printing the check from FOH will sort by course by guest. If you choose Print No Sub it will sort the entire check by course.

Sub Totals on Receipt - Show sub totals on receipt. Customer Name on Receipt - Show customer name on receipt. Show Disc Reason On Receipt - Prints the reason code for a discount on the receipt. Show Comp Reason On Receipt - Prints the reason code for a comp on the receipt. Show Void Reason On Receipt - Prints the reason code for a void on the receipt. Show Refund Reason On Receipt - Prints the reason there was a refund on the receipt. Print Void Total Receipt - Prints the Total of Voids on the receipt. Print Refund Total Receipt - Prints the Total of Refunds on the receipt. Print Coupon Total Receipt - Prints the Total of Coupons on the receipt. Print Disc Total Receipt - Prints the Total of Discounts on the receipt. Print Comp Total Receipt - Prints the Total of Comps on the receipt. Exclude Tax From Reduction Ttls - Exclude taxes from reductions totals at bottom of receipt. Print Referral Receipt - Print the referral name on the receipt. Print Revenue Center Receipt - Print the name of the revenue center on the check. Print Ticket Type Receipt - Print the name of the ticket type on the check. Print Dining Area Receipt - Print the name of the dining area on the check. Show Mods On Detail Check - Print modifiers on a detail check. Total By Other


Currencies - Will show the total on the check in any payment that has currency conversion rates set up.

Last 2 Digits Order Num - Shows last 2 digits only of order number on receipt. Double High Order Num - Print the order number on the receipt in double high text. Credit Voucher on Receipt - Print credit card voucher on receipt instead of a separate guest copy. Auto Print Departmentalized - Print departmentalized receipt instead of standard receipt automatically. Auto Print by Guest - Print receipt by guest automatically. Auto Print Detail Check - Always print a detail check (show elapsed time since ordered). Order Number Text - Text to show next to order number. Print On Close - Automatically prints a guest check when the check is closed out. Print On Close w/ Cash - Automatically prints a guest check when the check is closed out to

cash. Print On Close w/ Gift Card - Automatically prints a guest check when the check is closed out to a

gift card. Print On Close w/ House Account - Automatically prints a guest check when the check is closed out to a

House Account. Print On Close w/ PMS - Automatically prints a guest check when the check is closed out to a

PMS (Hotel) Account. Print On Close w/ Credit - Automatically prints a guest check when the check is closed out to a

Credit Card. Print On Close w/ Coupon - Automatically prints a guest check with a Coupon on it when the check

is closed out. Print On Close w/ Disc - Automatically prints a guest check with a Discount on it when the check

is closed out. Print On Close w/ Comp - Automatically prints a guest check with a Comp on it when the check

is closed out. Print On Close w/ Void - Automatically prints a guest check with a Void on it when the check is

closed out. Print On Close w/ Refund - Automatically prints a guest check with a Refund on it when the check

is closed out. Print On Close w/ CSI - Automatically prints a receipt when a check is closed that has a CSI

number attached (quick casual mode). Print Count on Close - Number of receipts to print on close. Show Tip Rate Line - Prints the suggested tip rate line on the bottom of the guest check. Show Tip Rate Line Basis - Prints the basis of the suggested tip. Tip Rate Text Pre - Text printed before the suggested tip rate line.


Tip Rate Text Post - Text printed after the suggested tip rate line. Sug Tip Rate 1 - Percentage rate for the first suggested tip amount. Sug Tip Rate 2 - Percentage rate for the second suggested tip amount. Sug Tip Rate 3 - Percentage rate for the third suggested tip amount. Price Onto Parent - Places modifier price onto parent item’s price on the screen, by category.

Edit - Payments Tab

Use this screen to set the system behavior when taking payment on a check. This screen is also used to set what payment types are allowed in this dining area.


Payments Allow Pre Payment - Allows prepayment of bar tabs. Print Pre Payment Voucher - Print the 2 pre-auth vouchers when running a Pre-Auth. When not

checked, there is no signature and the merchant has no charge back protection.

Reassign Pre Payment - When a check with a pre-payment is transferred to another server, the

pre-payment will change to be under the new server’s id instead of the originating server.

Auto Close Check On Full Payment - Automatically closes a check on the payment screen when the balance

is $0. Save Cash Payments - Save cash payment to the check when performing a partial cash pay-

ment. Show Change Due - Displays the change due to the customer. Huge Change Due - Shows change due in very large font size. Change Due From Last Payment Only - Shows only the change due for the last payment method on the check,

not all payments on the check combined. Auto Tip Credit Cards - Automatically apply a $0 tip to all credit card transactions. Usually used

in environments where tipping is not customary (such as quicksale) so the servers do not have to manually add a zero tip for each cc transac-tion.

Open Cash Drawers On Zero Payment - Opens the cash drawer on a $0 payment. Cashier ID - Sets the employee ID of the cashier. Payments Allowed - Highlights the defined payments that will be allowed for this dining area. Show Tip Rate Line Cr - Prints the suggested gratuity rate line on the credit card voucher. Show Tip Basis Cr - Prints the tip bases used in the suggested gratuity calculation.


Merchant Copy Text - Text to print on the bottom of the merchant’s copy of a credit card

voucher. Guest Copy Text - Text to print on the bottom of the guest’s copy of a credit card voucher. Print Count - The number of vouchers that will print for a payment voucher. The

maximum is 9. Print Floor - Floor under which a credit card voucher prints the nyumber of copies

below. Under Floor Count - Number of credit card vouchers to print when a check is under the

print floor amount. Pre Pay Count - The number of vouchers that will print for a pre-pay. The maximum is

9. Signature Floor - Amount under which a signature line does not print on the voucher. GC Sale Print Count - The number of vouchers that will print for a gift card. The maximum is

9. HA Credit Print Count - The number of vouchers that will print for house account. The maximum

is 9.


Edit - KDS Tab

Use this screen to set various characteristics for a KDS system.

KDS Show Expo Start Time - Show start time of job on Expo screen Show Expo Finish Time - Show cook time of each item on screens, for training / debugging pur-

poses Show Cook Time - Show start time of job on Expo screen. Use Session ID - Support for “Add On Orders” with QSR. This is not recommended for

any site as it creates much confusion in the kitchen as a second “Entree” check is added to the existing “Appetizer” check. This is exclusive to QSR.

KDS Category - Category to send all items to KDS with. KDS Priority Percent - Standard percent multiplier of cook times. KDS Rush Percent - Item becomes rushed when the actual cook time exceeds this percent-

age of ideal cook time. KDS Priority Value - Normal priority value of items sent to QSR. KDS Rush Priority Value - Rush priority value of items sent to QSR. KDS Course Item ID - POS Item ID of coursing flag. KDS Course Item Routing - The print routing as defined by the KDS system for the Coursing Item. KDS Release Group - Sends the Course Interval (time between courses as defined in Setup

- Courses) to Harmony for proper calculations of course times when early bumps are permitted (version 1.6+). Set the number to the Con-troller Group number this message should be sent to. This is exclusive to Harmony.

KDS Rush Item ID - POS Item ID of rush flag.


Edit - CSI Tab

Use this screen to set the characteristics for the customer survey.

CSI Simple CSI - Allows a simple CSI number to be used. See the KB for more de-

tail. Print In Check - Prints the CSI voucher in the middle of the guest check. Assign To Quick Sales - Process CSI for Quick Sales. Always Print Initial - Prints the CSI when the check is initially printed. Reprint At Close - Reprints the CSI vouchers when the check is closed. Reprint Reprint - Reprints a CSI voucher when a check is being reprinted / closed. Reprint Partial Che - Reprints a CSI voucher when a partial check is being reprinted / closed. Partial Guest One Only - Print a CSI voucher during partial check printing / closing only when

guest one is being printed / closed. Print CSI Counter - The number of tickets between CSI vouchers. CSI Store Num - The store number to use for the CSI voucher. CSI Expiration Days - The number of says the CSI coupon will expire in.


Edit - Loyalty Tab

This tab allows you to set TTC Loyalty settings.

Loyalty Get Promo ID - Prompt for a promo ID when awarding loyalty points. Show On Earn Points - Display a message on Earn Points Show On Void Earn Points - Display a message on Void Earn Points. Show On Tag ID - Display a message on Tag Loyalty ID. Print On Earn Points - Print a message on Earn Points. Print On Void Earn Points - Print a message on Void Earn Points. Print On Tag ID - Print a message on Tag Loyalty ID. Show on Redeem Points - Displays a message when redeeming points. Show on Void Redeem Points - Displays a message when voiding redeeming points. Print on Redeem Points - Prints a message when redeeming points. Print on Void Redeem Points - Prints a message when voiding redeeming points. Serarch by Loyalty Account - Allow searching for a loyalty account without a card. Revenue Center ID - Revenue center associated with this dining area an loyalty processing. Close Action - Action to perform when closing a check without a loyalty account tagged

to the check.


Edit - PMS Tab

Use this screen to set the various options for PMS.

PMS Numeric Only Query - Toggle for either numeric only room numbers or alpha/numeric. Get Customer Name From Respone - Attach the name from the response message to the table. Get Customer Name From Selection - Attach the name from the selection text to the table. Query Text - Name to show on the screen when prompting for a folio or room number. Check Trailer Name - Name of text to insert on a non-paid receipt for the customer to write

in their room number and tip amount. Should be set PMSCheckTrailer.txt if using PMS. A sample PMSCheckTrailer.txt file is included in the sample database in the data directory.

Scan Preamble - This text goes in front of the mag stripe data read from the MSR to indicate to the PMS system that the card was scanned and not manu-ally entered.

Dept Map 1-10 - Map POS Department xxx sales to Department yyy sales on the PMS system. yyy can be 1-5 only.

Tax Map 1-10 - Map POS Tax Rate xxx to PMS Tax Rate yyy. yyy can be 1-4 only. Rev Ctr Map 1-10 - Map POS Revenue Center xxx to PMS Revenue Center yyy - yyy can

be 1-99 only. Gift Card Map - Map POS Gift Card Sales to Department yyy sales on the PMS system.

Can be 1-5 only.


Edit - Reductions Tab

Comps Selection - Displays allowed reductionsDiscounts Selection - Displays allowed reductionsCoupons Selection - Displays allowed reductionsRefunds Selection - Displays allowed reductionsVoids Selection - Displays allowed reductionsReductions Printer - Displays allowed reductions


5.11 - Dining Objects

This window allows you to view, add, modify, and delete the locations and layout of the Tables in each Dining Areas as displayed on the Front of House POS Terminals. Use your mouse to select each Table to change its information or move it around on the screen. You can right click on each Table to select more than one at a time. You can Change the Dining Area, as long as no Tables are selected, to view another Dining Area.

Number - The table number.X Position - The horizontal position of the table in the grid.Y Position - The vertical position of the table in the grid.Name - The table name, if different from the table number, otherwise the table

number again. You are not restricted to using numbers only to define tables. For example you could use B1 for Bar 1.

Dining Area - The dining area the table is in.Type - The type and shape of table.Rent Stick - If it is a billiard table, and sticks are to be automatically rented.In-Active - If checked, removes the table from reports and the Front of House POS

Terminals.Done - Processes all the changes and closes the window, returning you to the

Management Console.Cancel - Closes the window without processing the changes and returns you to

the Management Console.New - Creates a new table on the screen.Delete - Removes the Table currently selected.U - Moves the currently selected tables Up in the grid.L - Moves the currently selected tables Left in the grid.R - Moves the currently selected tables Right in the grid.D - Moves the currently selected tables Down in the grid.Select All - Highlights all the tables currently displayed on the screen.H Flip - Flips all the tables X position and leaves the Y position alone (left to

right).V Flip - Flips all the tables Y position and leaves the X position alone (top to

bottom).H Space - Spaces the tables selected evenly on their X position.V Space - Spaces the tables selected evenly on their Y position.Snap Grid - Selects if the tables should be lined up with the grid or if they can be

placed freely anywhere.


5.12 - Payments

This window lets you view, add, modify, and delete the different types of Payment Methods ac-cepted on the Front of House POS Terminals.

Payments List - Displays a list of all the Payment Methods in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Payment Methods.Add - Creates a new Payment Methods in the system. Delete - Deletes the selected Payment Methods from the system, this functional-

ity is typically not available.Sorted - Refreshes the screen and displays all of the Payment Methods in order

by their Sort Id number.In-Active - Displays all of the Payment Methods, both current and In-Active. An

exclamation point will be displayed in front of any Payment Methods that are In-Active.


Edit

This window lets you modify the currently highlighted Payment Method.

ID - The identifying number given to the Payment Method by the system and can not be changed.

Name - The name of the Payment Method.Type - The type and rules to use when processing this Payment Method.Sort - The numerical order in which to sort the Payment Method.Remote Print to - When a server enters a tip for this payment, a chit prints at this printer.

This could be used as a ‘poor-man’s’ PMS interface.EPS Type - Select the proper electronic payment system from the drop-down list.Pri EPS IP - The IP address of the POS server. This is usually Term01.Sec EPS IP - The IP address of the backup POS server. This is usually Term02.Auto Coupon - Ability to automatically tag a check with a coupon when this payment is

used. You can choose from any of the coupons created under Setup-Coupons.

Auto Discount - Ability to automatically tag a check with a discount when this payment is used. You can choose from any of the coupons created under Setup-Discounts.

Column - The column the Payment Method is displayed in on the Front of House POS Terminal.

Row - The row the Payment Method is displayed in on the Front of House POS Terminal.

Lookup - Opens a window to select where this Payment Method would be placed on the Front of House POS Terminal.

Max Overpay - The maximum amount allowed to be returned to the guest as change.Tip Fee % - The percentage to charge the server for their credit card tips. This

amount is removed from the server’s cash due and appears on your daily sales report as income.

Exch Rate - The rate of the Payment Method as compared to your default currency. This number is multiplied by the foreign currency to determine the actual cash value.

Dol Sym - The symbol, such as Dollar or Euro for the payment’s currency. Manager Access - Check if the Payment Method requires a manager to access.


Manager Access 2 - Check if the Payment Method requires manager level 2 to access.Manager on Manual - Check if the payment method requires a manager to access when a

card number is manually entered.Manager on Forced - Check if the payment method requires a manager to access when a

transaction is forced.Open Cash Drawer - Automatically opens the cash drawer when this payment method is

processed.Verify Last 4 Digits - Prompts the server to enter the last 4 digits of the card before the

transaction is processed for this payment method.Overpay As Cash Back - Permit overpay as cash back on this payment method.Auto Tip - Allows for this payment method to be auto tipped at $0.00.Get Open Text - Prompts for open text on payment. Can be used for on-account name,

etc. The system will automatically pull from track data if not entered manually. Prints on receipts and on the screen for re-prints, tipping, and re-open checks.

In-Active - If checked, removes the payment method from reports and the FOH POS Terminals.

Hide Card Num - If checked, the card number will show as all asterisks on the printed voucher for this payment method.

Hide Exp Date - If checked, the card’s expiration date will show as all asterisks on the printed voucher for this payment method.

Reduced Merchant Copy - Not in use.Print On Decline - When checked, a voucher will print if a payment is declined for this

payment method.Print On Void - When checked, a voucher will print with void information if a payment

is voided for this payment method.Print Tip Line - Removes the tip line from the printed voucher for this payment method.Store Full Acct Num - Can only be checked if the payment method’s EPS type is set to ‘Credit

- Offline’. If checked, the full CC number will be in the Ideal Payments Report. Other settings (Cash, Check Offline, PMS, etc) can also be set to make this check box active.

OK - Processes all the changes made and closes the window, returning you to the Setup Payment Select window.

Cancel - Closes the window without processing the changes and returns you to the Setup Payment Select window.

Previous - Moves to the Payment Method before this one in the payment list so it can be viewed and modified.

Next - Moves to the Payment Method after this one in the payment list so it can be viewed and modified.

Card Info - Modifies the card Information.Authorization - Modifies the authorization information.Settlement - Modifies the settlement information.


Card Info

This window lets you modify the Card Information related to the Electronic Payment which is currently highlighted.

Card Name - The name of the payment you are editing.Business Name - The name of the site as will appear on the customer’s credit card state-

ment.Industry - Choose either ‘Restaurant’ or ‘Retail’.Auth Floor - Lowest price for a transaction to be automatically authorized as ap-

proved. This is usually set to 0. To force auth all transactions (if internet is down for an extended period), set this to 999.99 and every transaction will be automatically approved as a forced auth.

Tip Rate - Percentage to add to the amount of the transaction to get an approval for. This should usually be zero unless told otherwise by the credit card company.

Manager Over - Enter an amount that, if exceeded for this payment type, will require a manager.

Manager Tip % - Enter a percentage that, if exceeded with this payment type, will require a manager.

Max Trans - The highest amount that can taken with this payment.Max Tip - The highest tip amount that can taken with this payment.Pre-Auth Amount - The amount used when issuing a pre authorization on this payment

type.Pre Auth Tip - The tip amount used when issuing a pre authorization on this payment

type.Check Card LRC - If the system should Verify the Guest’s Account Number’s LRC value.Check Expiration Date - Requires a valid expiration date.No Bin Range Checking - If checked, this payment will ignore any bin range setup. Used when

the card numbers are variable and unknown, possibly with loyalty or gift cards from some processors. When using this option, you will need to select the payment type before scanning/entering the card number.

Auto Prefix From, To, Add - Used with oneMetrix, enter the info from the setup sheet provided from

onePOS.Range - The minimum and maximum number for the first 4 digits of the cus-

tomer’s account number which define this card type.Length - The length of the guest’s account umber.OK - Processes all the changes made and closes the window, returning you

to the Setup Electronic Payments Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Electronic Payments Select window.


Authorization

This window lets you modify the Information used to process On-Line Authorizations for the Electronic Payment which is currently highlighted.

Financial Processor - The financial processor to be used to process the Card.Acquirer Bin - Number provided to you by your financial processor, not all financial

processors require this field.Merchant ID - Number provided to you by your financial processor, not all financial

processors require this field.Store ID - Number provided to you by your financial processor, not all financial

processors require this field.Terminal ID - Number provided to you by your financial processor, not all financial

processors require this field.Currency Code - Number provided to you by your financial processor, not all financial

processors require this field.Country Code - Number provided to you by your financial processor, not all financial

processors require this field.City Code - Number provided to you by your financial processor, not all financial

processors require this field.Time Zone - Number provided to you by your financial processor, not all financial

processors require this field.Catg Code - Number provided to you by your financial processor, not all financial

processors require this field.Pri Internet Host - Primary Internet Server Address provided to you by your financial pro-

cessor, not all financial processors require this field.Pri Internet Port - Primary Internet Server Port provided to you by your financial proces-

sor, not all financial processors require this field.Sec Internet Host - Secondary Internet Server Address provided to you by your financial

processor, not all financial processors require this field.Sec Internet Port - Secondary Internet Server Port provided to you by your financial pro-

cessor, not all financial processors require this field.User Name - User Name to access internet service, provided to you by your financial

processor, not all financial processors require this fieldPassword - Password to access Internet Service, provided to you by your financial

processor, not all financial processors require this fieldLine Delay - Amount of time to hold the line open after processing an authorization,

allowing immediate subsequent transactions to be processed imme-diately without requiring a redial. Not all financial processors support this feature.

Primary Dial - Primary phone number given to you by your financial processor. You


will need to add any special prefixes required to dial out through your phone system, etc.

Secondary Dial - Secondary phone number given to you by your financial processor. You will need to add any special prefixes required to dial out through your phone system, etc.

OK - Processes the changes and closes the window, returning you to the Setup Electronic Payments Select screen.

Cancel - Closes the window without processing the changes and returns you to the Setup Electronic Payments Select screen.

Copy - Copies the information for this electronic payment setup from an another card’s setup.

K2 - Displays the data sting that is sent to the financial processor, useful when for verifying proper setup for some financial processors.

Previous - Moves to the electronic payment before this one on the Electronic Pay-ment List so it can be modified.

Next - Moves to the electronic payment after this one on the Electronic Pay-ment List so it can be modified.


Copy Auth Setup

You can copy the auth settings from another already created payment. If all or several of your payments use the same auth settings, use this feature to save time when setting up payments by choosing the payment to copy from and it will automatically fill in the fields for the current payment.


Show K2 String

Displays the data string that is sent to the financial processor. This can be useful for verifying proper setup for some financial processors.


Settlement

This window lets you modify the Settlement Information for the Electronic Payment which is currently highlighted.

Settle With - This option allows you to send multiple Electronic Payment types to-gether in one Batch. For instance, you would set this Value to “Visa” on your other Credit Card Types, such as Master Card and American Express, to send one Batch at the End of the Day containing all of those Card Types.

Settle Deposit - Not used currently.Financial Processor - The Financial Processor to be used for accepting settlement transac-

tions for this card type.Acquirer Bin - Number provided to you by your Financial Processor, not all financial

processors require this field.Agent # - This information is provided by the financial processor.Chain # - This information is provided by the financial processor.Merchant ID - Number provided to you by your financial processor, not all financial

processors require this field.Store ID - Number provided to you by your financial processor, not all financial

processors require this field.Terminal ID - Number provided to you by your financial processor, not all financial

processors require this field.Currency Code - Number provided to you by your financial processor, not all financial

processors require this field.Country Code - Number provided to you by your financial processor, not all financial

processors require this field.City Code - Number provided to you by your financial processor, not all financial

processors require this field.Time Zone - Number provided to you by your financial processor, not all financial

processors require this field.Catg Code - Number provided to you by your financial processor, not all financial

processors require this field.Pri Internet Host - Primary Internet Server Address provided to you by your financial pro-

cessor, not all financial processors require this field.Pri Internet Port - Primary Internet Server Port provided to you by your financial proces-

sor, not all financial processors require this field


Sec Internet Host - Secondary Internet Server Address provided to you by your financial processor, not all financial processors require this field.

Sec Internet Port - Secondary Internet Server Port provided to you by your financial pro-cessor, not all financial processors require this field.

User Name - User Name to access Internet Service, provided to you by your financial processor, not all financial processors require this field.

Password - Password to access internet service, provided to you by your financial processor, not all financial processors require this field.

Primary Dial - Primary phone number given to you by your financial processor. You will need to add any special prefixes required to dial out through your phone system, etc.

Secondary Dial - Secondary phone number given to you by your financial processor. You will need to add any special prefixes required to dial out through your phone system, etc.

Batch ID - The current batch ID number.Open Date - The date the current batch was opened.Open Time - The time the current batch was opened.OK - Processes all the changes made and closes the window, returning you

to the Setup Electronic Payments Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Electronic Payments Select window.Previous - Moves to the Electronic Payment before this one on the Electronic

Payment List so it can be viewed and modified.Next - Moves to the Electronic Payment after this one on the Electronic Pay-

ment List so it can be viewed and modified.


5.13 - Gift Cards

This window allows you to view, add, modify, or delete the different Types of Gift Certificates/Cards available to be sold and the Method in which to process them.

Gift Card List - Displays a list of all the Gift Certificates/Cards in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Gift Certificates/Card.Add - Creates a new Gift Certificates/Card in the system. Delete - Deletes the selected Gift Certificates/Card from the system, this func-

tionality is typically not available.Sorted - Refreshes the screen and displays all of the Gift Certificates/Cards in

order by their Sort Id number.In-Active - Displays all of the Gift Certificates/Cards, both current and In-Active.

An exclamation point will be displayed in front of any Gift Certificates/Cards that are In-Active.


Edit

This window lets you modify the currently highlighted Gift Certificate/Card.

ID - The identifying number given to the Gift Certificate/Card by the system and can not be changed.

Name - The name of the Gift Certificate/Card.Sort - The numerical order in which to sort the Gift Certificate/Card.Amount - The amount of the Gift Certificate/Card (no cents).Column - The column the dining area is displayed in on the Front of House POS

Terminal.Row - The row the dining area is displayed in on the Front of House POS

Terminal.Forced Card Type - Enter the ID number of card type on the onePOS gift card server. This

overrides the type that would be chosen on the onePOS gift card server based on the card’s BIN range. This type must be already setup on the onePOS gift card server.

Lookup - Opens a window to select where this dining area would be placed on the Front of House POS Terminal.

Type - The type of Gift Certificate/Card, determines how the Gift Certificate/Card is processed.

Manager Required - A manager (or proper security level) will be required to do this function. Recharges Card - Some financial processors will require a different command to activate

a card or add value to a card. To make a button to specifically add value to card, check this box.

In-Active - If checked, removes the Gift Certificate/Card from reports and the Front of House POS Terminal.

Bonus Card Amount - The amount promotional or bonus gift card automatically activated for

each gift card of this type that is sold. This amount is either comped or discounted off the check.

Forced Card Type - Enter the ID number of bonus/promotional card type on the onePOS gift card server. This overrides the type that would be chosen on the onePOS gift card server based on the card’s BIN range. This type must be already setup on the onePOS gift card server.

Comp - Use the drop down list to assign a comp to this gift card. If using this, you cannot also use discount.

Discount - Use the drop down list to assign a discount to this gift card. If using this, you cannot also use comp.

OK - Processes all the changes made and closes the window, returning you to the Setup Gift Cards Select window.

Cancel - Closes the window without processing the changes and returns you to the Setup Gift Cards Select window.

Previous - Moves to the Gift Certificate/Card before this one in the Gift Card List so it can be viewed and modified.


Next - Moves to the Gift Certificate/Card after this one in the Gift Card List so it can be viewed and modified.


5.14 - Voids

This window lets you view, add, modify, or delete Void Reasons. Voids are used to remove Merchandise Item’s off a guest’s check which were not made, such as Employee mistakes or when a guest changes their mind.

Voids List - Displays a list of all the void reasons in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted void reason.Add - Creates a new void reason in the system. Delete - Deletes the selected void reason from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the void reasons in order by

their Sort ID number.In-Active - Displays all of the void reasons, both current and In-Active. An exclama-

tion point will be displayed in front of any void reasons that are In-Active.


Edit

This window lets you modify the currently highlighted Void Reason.

ID - The identifying number given to the Void Reason by the system and can not be changed.

Name - The name of the Void Reason.Sort - The numerical order in which to sort the Void Reason.Corp. ID - The corporate ID for the Void Reason.Column - The column the Void Reason is displayed in on the Front of House POS

Terminals.Row - The row the Void Reason is displayed in on the Front of House POS

Terminals.Lookup - Opens a window to select where this Void Reason would be placed on

the Front of House POS Terminals.Get Open Text - If the POS system should ask for open text for this Void Reason.In-Active - If checked, removes the Void Reason from reports and the Front of


to the Setup Voids Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Voids Select window.Previous - Moves to the Void Reason before this one in the Voids List so it can be

viewed or modified.Next - Moves to the Void Reason after this one in the Voids List so it can be

viewed or modified.


5.15 - Refunds

This window lets you view, add, modify, or delete Refund Reasons. Refunds are the reasons that an item is returned, such as when a customer returns a T-shirt for a Refund.

Refunds List - Displays a list of all the Refund Reasons in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Refund Reason.Add - Creates a new Refund Reason in the system. Delete - Deletes the selected Refund Reason from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the Refund Reasons in order

by their Sort Id number.In-Active - Displays all of the Refund Reasons, both current and In-Active. An

exclamation point will be displayed in front of any Refund Reasons that are In-Active.


Edit

This window lets you modify the currently highlighted Refund Reason.

ID - The identifying number given to the Refund Reason by the system and can not be changed.

Name - The name of the Refund Reason.Sort - The numerical order in which to sort the Refund Reason.Column - The column the Refund Reason is displayed in on the Front of House

POS Terminals.Row - The row the Refund Reason is displayed in on the Front of House POS

Terminals.Lookup - Opens a window to select where this Refund Reason would be placed

on the Front of House POS Terminals.Get Open Text - If the POS system should ask for open text for this Refund Reason.In-Active - If checked, removes the Refund Reason from reports and the Front of


to the Setup Refunds Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Refunds Select window.Previous - Moves to the Refund Reason before this one in the Refunds List so it

can be viewed or modified.Next - Moves to the Refund Reason after this one in the Refunds List so it

can be viewed or modified.


5.16 - Comps

This window lets you view, add, modify, or delete Comp Reasons. Comps are used to Remove the Price of a Merchandise Item from a guest’s check, but the Merchandise item was still made or consumed. This is used for both good and bad reasons, such as buying a round of drinks for loyal customers, or buying a customer’s dinner because it was not up to standards.

Comps List - Displays a list of all the Comp Reasons in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Comp Reason.Add - Creates a new Comp Reason in the system. Delete - Deletes the selected Comp Reason from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the Comp Reasons in order

by their Sort ID number.In-Active - Displays all of the Comp Reasons, both current and In-Active. An

exclamation point will be displayed in front of any Comp Reasons that are In-Active.


Edit - General Tab

This window lets you modify the currently highlighted Comp Reason.

ID - The identifying number given to the Comp Reason by the system and can not be changed.

Name - The name of the Comp Reason.Sort - The numerical order in which to sort the Comp Reason.Column - The column the Comp Reason is displayed in on the Front of House

POS Terminals.Row - The row the Comp Reason is displayed in on the Front of House POS

Terminals.Lookup - Opens a window to select where this Comp Reason would be placed

on the Front of House POS Terminals.Min Check - The minimum amount for the check to be for this to apply.Referral - Choose a referral from the drop down list to automatically assign this

referral to any check using this comp.Reduction Type - Choose the Reduction type from the drop down.Allow on Gift Cards - Allows this comp to be used with a transaction using a Gift Card.Allow on House Account - Allows this comp to be used with an on account transaction.Get Open Text - If the POS system should ask for open text for this Comp Reason.Tax Basis Reduce Tax - Zeroes out the tax on this item. Customer Pays Tax - Allows Leaves the at tax but zeroes out the price of the item. House Pays Tax - Allows Leaves the tax and applies a credit for the tax which will be

covered by the site. In-Active - If checked, removes the Comp Reason from reports and the Front of


to the Setup Comps Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Comps Select window.Previous - Moves to the Comp Reason before this one in the Comps List so it can

be viewed and modified.Next - Moves to the Comp Reason after this one in the Comps List so it can



Edit - Times Tab

Day of Week - Choose the days this will be available.Times of Day - Choose the times this will be available. For 24 hours use

12:00am and 11:59pmStart Date - Set a start date for this if needed.End Date - Set an end date for this if needed.OK - Processes all the changes made and closes the window, returning you






Edit - Items Tab

Include / Exclude These Items - Check the appropriate check box and choose the items to be included

or excluded. Only one check box can be activated.OK - Processes all the changes made and closes the window, returning you






5.17 - Coupons

This window lets you view, add, modify, and delete Coupons. Coupons are check based and are added to a guest’s check. They are either a Fixed Amount ($2.00 off), or a Percentage (%20 off up to $5.00).

Coupons List - Displays a list of all the Coupons in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Coupon.Add - Creates a new Coupon in the system. Delete - Deletes the selected Coupon from the system, this functionality is typi-

cally not available.Sorted - Refreshes the screen and displays all of the Coupons in order by their

Sort Id number.In-Active - Displays all of the Coupons, both current and In-Active. An exclama-

tion point will be displayed in front of any Coupons that are In-Active.


Edit - General Tab

This window lets you modify the currently highlighted Coupon.

ID - The identifying number given to the Coupon by the system and can not be changed.

Name - The name of the Coupon.Sort - The numerical order in which to sort the Coupon.Column - The column the Coupon is displayed in on the Front of House POS

Terminals.Row - The row the coupon is displayed in on the Front of House POS Termi-

nals.Lookup - Opens a window to select where this Coupon would be placed on the

Front of House POS Terminals.Forced Gratuity - Sets an auto gratuity for the Coupon.Referral - Choose a referral from the drop down list to automatically assign this

referral to any check using this discount.MSR Data - The card number which, when scanned, will automatically apply this

coupon to the check.Allow Bar Code - Allows this coupon to be activated by scanning a bar code.MSR Min - The lowest msr scan number allowed for this discount. Used for setting

a range of cards.MSR Max - The highest msr scan number allowed for this discount. Used for setting

a range of cards.Loyalty Type - Choose a loyalty type from the drop down list to automatically assign

this loyalty type to any check using this discount.Reduction Type - Choose the Reduction type from the drop down.Loyalty Quantity - The amount of loyalty points to remove when using this discount.Max Amount - The maximum amount the Coupon is for.Min Check - The minimum amount for the check to be for this to apply.Require Manager 1 - Requires a manager to apply the Coupon. Require Manager 2 - Requires a manager to apply the Coupon.Percentage Of Selection - If the Coupon is for a percentage of the price.Open Amount - If the Coupon is an open amount.Allow Other Coupons - If other Coupons can be combined with it.Full Priced Items Only - If the Coupon can only be applied to full priced merchandise items.Back Out Tax - If the tax should be taken out before applying the Coupon.


Get Open Text - If the POS system should ask for a reason for the Coupon.In-Active - If checked, removes the Coupon from reports and the Front of House

POS Terminals.Percentages - The percentage amount the Coupon is on the different Merchandise

Departments.Tax Basis Reduce Tax - Reduces the tax on the check proportional to the amount of the coupon. Customer Pays Tax - Does not reduce the tax at all. House Pays Tax - Does not reduce the tax but applies a credit for the tax which will be

covered by the site. Tax Department Field - POS Highlight the Tax Department(s) that apply to this coupon.OK - Processes all the changes made and closes the window, returning you

to the Setup Coupons Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Coupons Select window.Previous - Moves to the Coupon before this one in the Coupons List so it can be

viewed and modified.Next - Moves to the Coupon after this one in the Coupons List so it can be



Edit - Times Tab

Day of Week - Choose the days this will be available.Times of Day - Choose the times this will be available. For 24 hours use

12:00am and 11:59pmStart Date - Set a start date for this if needed.End Date - Set an end date for this if needed.OK - Processes all the changes made and closes the window, returning you






Edit - Items Tab

Include / Exclude These Items - Check the appropriate check box and choose the items to be included







5.18 - Discounts

This window lets you view, add, modify, or delete Discounts. Discounts are percentage based reductions to an individual Merchandise Item’s price or are tagged to the various Happy Hour Pricing Levels. Discounts do not have any limits to their amounts. Examples of this would be a Senior Citizen 15% discount, 20% Off, etc...

Discounts List - Displays a list of all the Discounts in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Discount.Add - Creates a new Discount in the system. Delete - Deletes the selected Discount from the system, this functionality is

typically not available.Sorted - Refreshes the screen and displays all of the Discounts in order by their

Sort ID number.In-Active - Displays all of the Discounts, both current and In-Active. An exclama-

tion point will be displayed in front of any Discounts that are In-Active.


Edit - General Tab

This window lets you modify the currently highlighted Discount.

ID - The identifying number given to the discount by the system and can not be changed.

Name - The name of the Discount.Sort - The numerical order in which to sort the Discount.Column - The column the Discount is displayed in on the Front of House POS

Terminals.Row - The row the Discount is displayed in on the Front of House POS Ter-

minals.Lookup - Opens a window to select where this Discount would be placed on the

Front of House POS Terminals.Forced Gratuity - Sets an auto gratuity for the Discount.Min Check - The minimum amount for the check to be for this to apply.Referral - Choose a referral from the drop down list to automatically assign this

referral to any check using this discount.MSR Data - The card number which, when scanned, will automatically apply this

discount to the checkAllow Bar Code - Allows this discount to be activated by scanning a bar code.MSR Max - The highest msr scan number allowed for this discount. Used for setting

a range of cards.MSR Min - The lowest msr scan number allowed for this discount. Used for setting

a range of cards.Reduction Type - Choose the Reduction type from the drop down.Loyalty Quantity - The amount of loyalty points to remove when using this discount.Require Manager 1 - Requires a manager to apply the Discount. Require Manager 2 - Requires a manager to apply the Discount.Open Amount - If the Discount is an open amount.Full Priced Items Only - If the Discount can only be applied to full priced merchandise items.Get Open Text - If the POS system should ask for a reason for the Discount.In-Active - If checked, removes the Discount from reports and the Front of House

POS Terminals.Tax Basis Reduce Tax - Reduces the tax on the check proportional to the amount of the discount. Customer Pays Tax - Does not reduce the tax at all. House Pays Tax - Not availablePercentages - The percentage amount the Discount is on the different merchandise


departments.OK - Processes all the changes made and closes the window, returning you

to the Setup Discounts Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Discounts Select window.Previous - Moves to the Discount before this one in the Discounts List so it can

be viewed or modified.Next - Moves to the Discount after this one in the Discounts List so it can be

viewed or modified.


Edit - Times Tab

Days of Week - Choose the days this will be available.Times of Day - Choose the times this will be available. For 24 hours use

12:00am and 11:59pmStart Date - Set a start date for this if needed.End Date - Set an end date for this if needed.


Edit - Items Tab

Include/Exclude These Items - Check the appropriate check box and choose the items to be included


to the Setup Items Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Items Select window.Previous - Moves to the Items Definition before this one in the Items List so it can

be viewed and modified.Next - Moves to the Items Definition after this one in the Items List so it can



5.19 - Reduction Types

Reduction Types allow tracking of Comps, Discounts, and Voids together as a Reduction. For instance, a site could offer a free desert on a birthday (Comp) and also mail out Coupons for $5 off on their birthday. A Reduction Type would be created called Pos(itive) Comp or Birthday and now the total of the Comp and Coupon can now be tracked.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Reduction Type.Add - Creates a new Reduction Type in the system. Delete - Deletes the selected Reduction Type from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the Reduction Type in order

by their Sort ID number.In-Active - Displays all of the Reduction Type, both current and In-Active. An

exclamation point will be displayed in front of any Reduction Type that are In-Active.


Edit - Reduction Type

OK - Processes all the changes made and closes the window, returning you to the Setup Reduction Type Select window.

Cancel - Closes the window without processing the changes and returns you to the Setup Reduction Type Select window.

Previous - Moves to the Reduction Type Definition before this one in the Reduction Type List so it can be viewed and modified.

Next - Moves to the Reduction Type Definition after this one in the Reduction Type List so it can be viewed and modified.


5.20 - Taxes

This window allows you to view, add, modify, and delete up to 5 different Tax Definitions for use in the system.

Taxes List - Displays a list of all the Tax Definitions in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Tax Definition.Add - Creates a new Tax Definition in the system. Delete - Deletes the selected Tax Definition from the system, this functionality

is typically not available.Sorted - Refreshes the screen and displays all of the Tax Definitions in order by

their Sort ID number.In-Active - Displays all of the Tax Definitions, both current and In-Active. An ex-

clamation point will be displayed in front of any Tax Definitions that are In-Active.


Edit

This window lets you modify the currently highlighted Tax Definition.

ID - The identifying number given to the Tax Dept by the system and can not be changed.

Name - The name of the Tax Department.Sort - The numerical order in which to sort the Tax Department.In-Active - If checked, removes the Tax Dept from reports and the Front of House

POS Terminals.Tax CategoriesField - Displays all defined Tax Categories.Add - Creates a new Tax Category in the system.Edit - Modifies the highlighted Tax Category.Delete - Deletes the highlighted Tax Category.OK - Processes all the changes made and closes the window, returning you

to the Setup Taxes Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Taxes Select window.Previous - Moves to the Tax Definition before this one in the Taxes List so it can

be viewed and modified.Next - Moves to the Tax Definition after this one in the Taxes List so it can be



Edit Tax Category

ID - The identifying number given to the Tax Category. by the system and can not be changed.

Name - The name of the Tax Category.Sort - The numerical order in which to sort the Tax Department.In-Active - If checked, removes the Tax Catg from reports and the Front of House

POS Terminals.

Default Rate - The rate for the this tax. Example: 8.00 equal 8% tax.Min Tax - The minimum tax (in dollars) that this Tax Category can apply to a

check.Max Tax - The maximum tax (in dollars) that this Tax Category can apply to a

check.Inclusive - Check if the tax will be inclusive.Exempt - If this Tax Category applies, the tax will be tracked as exempt and not

taxable.

Tax Basis Tax By Item - The tax will be calculated by each line on the check. Tax By Line - The tax will be calculated by each item on the check. Tax By Guest - The tax will be calculated by each guest on the check. Tax By Check - The tax will be calculated by each guest on the check.Tax other Taxes Field - Highlight any taxes to be included in this Tax Category’s tax basis.Tax Table Button - Provides the ability to input a tax table that you have acquired from a

Tax Bureau.Criteria Date/Time - Select the day(s) and hours this tax will be used. For 24/7, check all

the days and use 12:00am to 11:59pm.Check Totals Taxable Min and Max - Set the range of check total to be considered taxable. Default is 0.00

to 9999999.99. This is grey out if ‘By Department‘ is checked below. By Quantity - When checked, the Taxable Min Max will be quantity instead of dollars. By Department - Check if the tax is to be applied to certain departments instead of the

entire check. Department Min and Max Fields - Set the range of the totals by department on the check that will be

considered taxable.


5.21 - Set Dynamic Taxing

Allows a manager to quickly change the tax category of a tax department, The tax departments are on the left and the tax categories can be chosen from the drop down menus.

OK - Applies the changes made and returns to the Management Console screen.

Cancel - Disregards any changes made and returns to the Management Console screen.


5.22 - Gratuities

This window allows you to view, add, modify, and delete the different types of Gratuities in the system. These can be automatically triggered by Dining Area, Discount, Coupon, the number of Guests on a check, or by a Manager.

Gratuities List - Displays a list of all the Gratuities in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Gratuity.Add - Creates a new Gratuity in the system. Delete - Deletes the selected Gratuity from the system, this functionality is typi-

cally not available.Sorted - Refreshes the screen and displays all of the Gratuities in order by their

Sort ID number.In-Active - Displays all of the Gratuities, both current and In-Active. An exclama-

tion point will be displayed in front of any Gratuities that are In-Active


Edit

This window lets you modify the currently highlighted Gratuity.

ID - The identifying number given to the Gratuity by the system and can not be changed.

Name - The name of the Gratuity.Sort - The numerical order in which to sort the Gratuity.Column - The Column the Gratuity is displayed in on the Front of House POS

Terminals.Row - The row the Gratuity is displayed in on the Front of House POS Termi-

nals.Lookup - Opens a window to select where this Gratuity would be placed on the

Front of House POS Terminals.Rate - The total rate of the Gratuity.House Rate - The rate of Gratuity that is kept as income.Min Guests - minimum amount of guests for the Gratuity to be applied.Max Guests - maximum amount of guests for the Gratuity to be applied.Tax - The amount of tax to apply on this gratuity. Must be one or both of tax

1/2.Automatic - If it is an automatically applied Gratuity based on min/max guests.Manager Required - If a manager is required to apply the Gratuity.Open Amount - If the system should prompt for the amount of the Gratuity when applied.Open House Amount - If the system should prompt for the house amount of the Gratuity when

applied.Include Comps - If comped items should be included in the calculation.Include Discounts - If discounts should be included in the calculation.Include Coupons - If coupons should be included in the calculation.Include Taxes - If Taxes should be included in the calculation.In-Active - If checked, removes the Gratuity from reports and the Front of house


to the Setup Gratuities Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Gratuities Select window.Previous - Moves to the Gratuity before this one in the Gratuities List so it can be

viewed and modified.Next - Moves to the Gratuity after this one in the Gratuities List so it can be



5.23 - Billiard Rates

This window allows you to view and modify the different rates for Billiard Tables based on the Day of the Week selected. These rates are charged per table based on the number of player, and can vary by the table, the time of day, and the day of the week.

Day of Week List - Displays a list of all the Days of the Week.Modify - Modifies the Rates for the Days which are highlighted.Cancel - Closes the window without processing any changes and returns you

to the Management Console.Select All - Highlights all the Days of the Week.Sel Weekdays - Highlights the Weekdays only.Sel Weekends - Highlights the Weekends only.


Modify

This window lets you modify the rates of the day(s) that is highlighted.

Tables List - Displays a list of the first 99 tables in the system. You may only charge hourly table rates on the first 99 tables in the system.

Select All - Highlights all the tables, to be able to modify them all at the same time.Un Select - Un-highlights all of the tables.Catg - The sales category the revenue should go to.Min Rate - The minimum amount to be charged for the table. Max Rate - The maximum amount to be charged for the table.Taxing Field - Highlight the applicable Tax Departments for this table rate.1 - 6 Player - The total hourly rate charged for the table based on the number of

players. Time To - The time this hourly rate ends and the next one begins.OK - Processes the changes and closes window, returning you to the Man-

agement Console.Cancel - Closes window without processing the changes and returns you to the

Management Console.


5.24 - Rules

The onePOS Rules feature permits the establishment of “Arbitrary Rules” in which the estab-lishment can further fine tune their operations to meet their unique needs. While the Rules may appear to be very specific in nature, their implementation should be flexible enough to accom-modate other situations not addressed here or for other industries than a standard restaurant. See the Rules document from the KB for more detailed information.

Rules - List of all defined rules.Done - Returns to Management Console main screen.Edit - Opens the Edit Rule screen for the highlighted rule.Add - Opens a blank Edit Rule screen.Delete - Deletes the highlighted rule.Add Like - Creates a rule in the system, with the same basic information as the

rule which is currently highlighted.Sorted - Sorts the list using each referrals sort order.In-Active - Shows any In-Active rules (rules that have the ‘In-Active’ check box

checked on the Edit Rule screen.)


Edit

This window lets you modify the currently highlighted rules

ID - ID number automatically assigned by the system.Name - Name of the rule.Display Text - Up to 60 character of text displayed to the server when this Rule is trig-

gered. This may not be applicable to all rules. See the Rules document in the KB for more detailed information.

Sort - Sorts the list using each rules Sort order..Target Quantity - Maximum quantity each Guest may have before this Rule is triggered.

This may not be applicable to all rules. See the Rules document in the KB for more detailed information.

Screen Group - The Screen Group to display if this Rule is triggered and a Manager does not over-ride. This may not be applicable to all rules. See the Rules document in the KB for more detailed information.

Criteria - The criteria will change depending on the rule it is used against. See the Rules document in the KB for more detailed information.

New Page - If this rule prints on the DSR, checking this box will cause it to print on a separate page on the DSR.

Require Manager - If checked, a manager will be required to execute this rule on FOH.Remember Manager - Turns Retains that a Manager has authorized all Rules being triggered

on this Check, and will not prompt the Employee again on this Check only. This may not be applicable to all rules. See the Rules document in the KB for more detailed information.

In-Active - Marks the rule as in-active. It will not affect any checks on FOH.OK - Processes any changes and returns to the Edit Rules Select screen.Cancel - Disregards any changes and returns to the Edit Rules Select screen.Previous - Moves to the Setup Edit Rules screen for the previous rule.Next - Moves to the Setup Edit Rule screen for the next rule.Copy - Opens the ‘Copy Setup From’ window. Allows you to copy rule criteria

from an established rule to the rule you are creating/editing.Add - Opens the ‘Add Rule Detail’ window for adding additional criteria.Edit - Opens the ‘Edit Rule Detail’ window of the highlighted criteria.Delete - Deletes the highlighted criteria.


5.25 - Employee Upsell Message

This window allows you to input an Up Sell Message that pops up when a Employee goes to Print or Close a check for the First time. This is used to remind them to enter all their drinks or remind them of a Contest running.

Enable Message - Turns the message On or Off.Message - What will be displayed on the pop up window.CTR - If the message should be in the center of the screen.LRG - If the message should be large on the screen.OK - Commits changes and closes window, returning you to the Management

Console.Cancel - Closes window without committing changes and returns you to the

Management Console.Default Screen - The screen the server is taken to if they select no.


5.26 - Check Trailers

This window allows you to input a Message to be automatically Printed at the end of every guest check Printed from a specific Terminal(s).

Set The Terminals - Selects the Terminal(s) it will print from.Ctr - Specifies if the message should be printed in the center.Bold - Specifies if the message should be printed in bold type.Red - Specifies if the message should be printed in red type.Text - Lets you input the message to be printed.Save - Processes the changes and closes the window, returning you to the

Management Console.Cancel - Closes the window without processing changes and returns you to the

Management Console.


5.27 - Bounce Back Coupons

Bounce Back Vouchers are customizable coupons that are created based on certain criteria of a customer(s)’ order. When a bounce back is located within the system that matches the criteria, the voucher is then printed on the receipt of the customer(s). These vouchers contain certain criteria that is customized by the managers; for example, a manager may want to print a coupon for a free appetizer when customers purchase more than three beverages, or on every Thursday. Bounce back vouchers may be used to bring back customers to purchase other items on the menu, or at certain times of the day.

Bounceback - A list of all Bounceback vouchers that have been created for this site.Done - Returns to the Manager Console Screen.Edit - Moves to the edit screen for the highlighted bounceback voucher.Add - Adds a new bounceback voucher. Delete - Deletes the highlighted bounceback voucher. Add Like - Creates a new bounceback voucher with the same criteria as the high-

lighted voucher.Sorted - Sorts the list by ID.In-Active - Displays any inactive bounceback vouchers in the list.


Creating Bounce Back Vouchers

The first step for implementing bounce back vouchers is to create new bounce back voucher items in the system. This is performed through Management Console. Launch Management Console to begin.

Step 1 - Go to the Set-up menu item, and then “Bounce Back Vouchers...” located under the “Check Trailers...” item. A screen displaying the existing bounce backs and options for editing these items appears. (Currently, the default database does not support any existing bounce backs, so the screen will show no existing items if bounce backs were never created via this process).

Step 2 - Click “Add” to add a new bounce back voucher into the system. Another screen will be shown displaying the conditions that will be generated for this bounce back. This screen contains the following controls:

ID: This is an internal ID value used by the system and may not be altered.

Name: The name for the bounce back voucher. Sort: The sort value for the bounce back. Serial ID: This is an optional, integer value corresponding to the number

of bounce backs are that printed. This value can be used as a way to track and monitor the bounce backs.

In-Active: When checked, the bounce back is not active in the system. Print on Close Only: When checked, the bounce back is only printed

when the check is closed. Print Only if Not Printed: When checked, the bounce back will only by

printed if it has not been printed already.Step 3 - After the items above are filled out, click “Add” to create new conditions

that will be met for the bounce back. A screen will appear with the fol-lowing criteria types:

Group Type: This is the grouping that the bounce back will apply to: such as “Sales Department,” “Sales Category,” “Screen Groups,” “Din-ing Area,” “Start Time (of the Check),” “Day of the Week,” and “Number of Guests.”

Group Data: This list is populated when the “Group Type” is selected, when applicable. For example, when “Screen Groups” is selected, the “Screen Groups” are filled in this list. When “Check Total” is selected, the Group Data category does not apply and is grayed out.

Rate: This value is filled out depending on the “Group Type” selected. For example, it will be either the number of items of dollar value of the group selected if one of the menu group types is selected. For “Num-ber of Guests,” it will be just that. For the time group types, the time is entered as military time in the following format: 13.00 for 1:00pm.

Rate Value: This value is selected depending on the “Group Type” selected, and should be either dollar or quantity.

Rate Compare: This is the comparison operation that is used to cre-ate the condition. These values include less than, less than or equal, equal, greater than or equal, greater than, and not equal.

Action: The action is used to group together conditions. “And” is se-lected to add more conditions to the current group of conditions. “Or” is selected to terminate a condition group.

Click “OK” when all the information is entered.


Step 4 - Once all the conditions are created, the groupings will be displayed on the “Setup | Bounceback Voucher” screen. For instance, if the desired condition is to print the bounce back on Thursdays between 4:00pm and 6:00pm, or print the bounce back if the customer spends more than $5.00 beer, the bounce back is entered and shown as follows:

Day of the Week: Thursday And Current Time >= 16.00 And Current Time <= 18.00 Or | Sales Department: Beer > 5.00 Dollars And

*Note: The very last condition the condition group should be terminated with an “And” action. If this is not performed, the system will automati-cally set the value to “And.”

Step 5 - When each condition and each group of conditions (if applicable) are completed, the Coupon Text should now be entered. On the “Setup | Bounceback Voucher” screen, click the “Set Coupon Text” button. A screen will appear showing the lines that are entered for the text that will be printed at the end of the receipt. Enter the text that will be printed on the check using the text boxes provided. Check the following options if desired, and then click “OK.”

Ctr: Center the text on the receipt. Wide: Widen the text on the receipt. Red: Print the text in red on the receipt.Step 6 - The “Setup | Bounceback Voucher” screen should now be shown again.

Click “OK” to save the bounce back into the system. The “Setup - Edit Bounce Back Voucher Select...” screen will be displayed with the newly created bounce back item in the list. Click “Done” to exit with the changes in the system.


Printing Bounce Back Vouchers

Printing bounce backs is automatically implemented in the system once the bounce backs have been entered and saved using Management Console. When a customer receipt is printed that matches the conditions of a bounce back, the bounce back coupon text is then printed at the bottom of the receipt.

*Note: Only ONE bounce back per receipt is printed; this is based on the FIRST bounce back that is encountered when the system is checking the list of bounce backs. There-fore, it is VERY IMPORTANT to enter bounce backs in the order that they will be checked when a receipt is printed


5.28 - Hardware Devices

This window allows you to view, add, modify, or delete the physical Printers attached to the Front of House POS Terminals. These include both the Guest Check Printers and Remote Kitchen/Bar Printers.

Printers List - Displays a list of all the Remote Printers in the system.Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Remote Printer.Add - Creates a new Remote Printer in the system. Delete - Deletes the selected Remote Printer from the system, this functionality

is typically not available.Add Like - Creates a new hardware device in the system, with the same basic

information as the hardware device which is currently highlighted.Sorted - Refreshes the screen and displays all of the Remote Printers in order

by their Sort ID number.In-Active - Displays all of the Remote Printers, both current and In-Active. An ex-

clamation point will be displayed in front of any Remote Printers that are In-Active.


Edit Remote Printer - Serial

ID - The Identifying number given to this device by the onePOS system. This cannot be changed.

Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The Terminal the printer is connected to.Port - The COM Port the printer is connected to on the FOH POS Terminal.Params - Enter the baud rate, parity, data bits and stop bit for this device. (ex:

9600,N,8,1)Redirect To - The printer to redirect the print job to, if it cannot be serviced at this

printer.Redirect Timeout - The number of seconds to wait before redirecting print jobs.Normal Command - The command string to print normal text.Wide Command - The command string to print wide text.Red Command - The command string to print red text.Exit Command - The command string to end the chit.Logo File - The name of the file that has the logo image to print on the receipt.Drawer 1 - The command to activate cash drawer 1.Drawer 2 - The command to active cash drawer 2.Open Detect 1 - The code to detect if the cash drawer on this printer is open. In our

testing 29 114 2 worked but you may need to get the proper code from the cash drawer manufacturer.

Open Detect 2 - The code to detect if the cash drawer on this printer is open. In our testing 29 114 2 worked but you may need to get the proper code from the cash drawer manufacturer.

Tall/Wide - The command string to print in tall/wide font.Bar Code - The command string to print a bar code.Upside Begin - The command string start printing upside down.Upside End - The command string to end printing upside down.Cut Redirected Chit - If the redirect message should be cut from the bottom of the chit. You

will typically turn this on for guest check printers and off for remote kitchen/bar printers.

In-Active - If checked, removes this device from reports and the FOH POS Termi-nals.

OK - Processes all the changes and closes the window, returning you to the Edit Hardware Devices Select window.

Cancel - Closes the window without processing the changes and returns you to the Edit Hardware Devices Select window.

Previous - Moves to the hardware device before this one in the list so it can be


viewed and modified.Next - Moves to the hardware device after this one in the list so it can be



Edit Remote Printer - Parallel


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the printer is connected to.Port - The LPT port the printer is connected to on the FOH POS Terminal.Redirect To - The printer to redirect the print job to, if it cannot be serviced at this

printer.Redirect Timeout - The number of seconds to wait before redirecting print jobs.Normal Command - The command string to print normal text.Wide Command - The command string to print wide text.Red Command - The command string to print red text.Exit Command - The command string to end the chit.Logo File - The name of the file that has the logo image to print on the receipt.Drawer 1 - The command to activate cash drawer 1.Drawer 2 - The command to active cash drawer 2.Tall/Wide - The command string to print in tall/wide font.Bar Code - The command string to print a bar code.Upside Begin - The command string start printing upside down.Upside End - The command string to end printing upside down.Cut Redirected Chit - If the redirect message should be cut from the bottom of the chit. You





Previous - Moves to the hardware device before this one in the list so it can be viewed and modified.

Next - Moves to the hardware device after this one in the list so it can be viewed and modified.


Edit Remote Ethernet Printer - Epson


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the printer is connected to.IP Address - The IP address of this printer.Redirect To - The printer to redirect the print job to, if it cannot be serviced at this









Edit Remote Ethernet Printer - Partner











Edit Remote Ethernet Printer - Samsung











Edit Credit Modem


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the modem is connected to.Port - The COM Port the modem is connected to on the FOH POS Terminal.Params - Enter the baud rate, parity, data bits and stop bit for this device. (ex:

9600,N,8,1)Init Command 1 - The first initialization command for this modem.Init Command 2 - The second initialization command for this modem.Attention Command - The attention command for this modem.Hang Up Command - The hang up command for this modem.Dial Command - The dial command for this modem.In-Active - If checked, removes this device from reports and the FOH POS Termi-

nals.OK - Processes all the changes and closes the window, returning you to the

Edit Hardware Devices Select window.Cancel - Closes the window without processing the changes and returns you to

the Edit Hardware Devices Select window.Previous - Moves to the hardware device before this one in the list so it can be




Edit Ethernet Modem


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the modem is connected to.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit PMS Micros 4700 Serial


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The Terminal the PMS is connected to.Port - The COM port the PMS is connected to on the FOH POS Terminal.Params - Enter the baud rate, parity, data bits and stop bit for this device. (ex:

9600,N,8,1)System Name - Provided by your PMS provider.Forced Terminal - All transactions will use this terminal ID. If this field is set to 0 it will use

the actual terminal ID.Forced Employee - All transactions will use this employee ID. If this field is set to 0 it will

use the actual employee ID.Forced Shift - Provided by your PMS provider.Comm Timeout - Length of time to wait for a response back before failing transaction, in

seconds.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit PMS Galaxy 4700 Serial


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The Terminal the PMS is connected to.Port - The COM port the PMS is connected to on the FOH POS Terminal.Params - Enter the baud rate, parity, data bits and stop bit for this device. (ex:

9600,N,8,1)System Name - Provided by your PMS provider.Forced Terminal - All transactions will use this terminal ID. If this field is set to 0 it will use

the actual terminal ID.Forced Employee - All transactions will use this employee ID. If this field is set to 0 it will

use the actual employee ID.Forced Shift - Provided by your PMS provider.Comm Timeout - Length of time to wait for a response back before failing transaction, in

seconds.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit VDS - QSR


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Display ID - The QSR display that orders sent to this device will display on.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit VDS - LCC (Logic Controls)


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Display ID - The QSR display that orders sent to this device will display on.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit VDS - PT (Harmony)


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Display ID - The Partnertech Harmony display that orders sent to this device will

display on.Server Address - The IP address of this controller.Backup Address - The IP address of the backup controller. (If applicable)Server Port - The port the Harmony system communicates on. (10002 is default).System Group - Allows the configuration of multiple Harmony Appliance Groups that

run independently of each other. This could be used to route bar jobs to Group 2 and food jobs to Group 1.







Edit Magnetic Stripe Reader - OPOS


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the MSR is connected to.Device Name- The name of the device as defined in the OPOS driver.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Pole Display - Serial


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the MSR is connected to.Port - The COM Port the pole display is connected to on the Terminal.Params - Enter the baud rate, parity, data bits and stop bit for this device. (ex:

9600,N,8,1)In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Pole Display - OPOS


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the pole display is connected to.Device Name - The name of the device as defined in the OPOS driver.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Cash Drawer - Serial


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the MSR is connected to.Port - The COM Port the pole display is connected to on the Terminal.Params - Enter the baud rate, parity, data bits and stop bit for this device. (ex:

9600,N,8,1)Drawer ID - The ID for this drawer on this terminal.Fire Command - The command string that will open the cash drawer.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Cash Drawer - Printer


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the MSR is connected to.Drawer ID - The ID for this drawer on this terminal.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Cash Drawer - OPOS


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the MSR is connected to.Device Name - The name of the device as defined in the OPOS driver.Drawer ID - The ID for this drawer on this terminal.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Video Capture - CVideo


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the CVideo is connected to.Server Address- The IP address of the CVideo server.Server Port - The port CVideo communicates on (usually 8090).Camera ID - Camera ID for the camera watching the terminal you chose above.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Finger Print - Digital Persona


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the Digital Persona is connected to.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Caller ID.com Ethernet


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the CallerID will be used on.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Scale - Avery Berkel 6700 Series


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the scale is connected to.Port - The COM port the scale is connected to on the Front of House POS

Terminal.Params - Enter the baud rate, parity, data bits and stop bit for this device. (ex:

9600,E,8,1)In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit Bar Code - OPOS


Name - The name of this device given by the installation technician.Sort - The numerical order in which to sort this device on reports.Device Type - The device type as defined in onePOS (drop-down list).Terminal - The terminal the MSR is connected to.Device Name - The name of the device as defined in the OPOS driver.In-Active - If checked, removes this device from reports and the FOH POS Termi-







Edit POS Terminal / Manager Console Generic

ID - The Identifying number given to the terminal by the system and can not be changed.

Name - The name of the terminal.Sort - The numerical order in which the terminal will be sorted.Device Type - The hardware device type for this is terminal.Terminal - The name of the terminal.In Active - When checked, the system will ignore these settings for the terminal.Allow Time Set - When unchecked, prohibits the time from being synched up to the credit

card server, Should always be unchecked on terminal 1.Fast Mouse Click - When checked, enables better performance under Windows Terminal

Services. This option defaults to off. Enabling this option will remove the ability to drag on the screen and release on the desired button.

Keep Window On Top - Forces the terminal window to stay on top of any other open windows,

effectively defeating Alt-tab.Force SVS to Track 2 - Check if using non-FDMS gift cards with FDMS processing.Assume Item Logo Name - Automatically uses logos for menu items which have a logo file with

the same name as their item name.Default Logo With Text - Print the item’s description in tiny text below the logo.Record / Playback Session - Allows sessions to be recorded then played back. Only to be used

when troubleshooting non-duplicatable issues and NOT for any other purpose. It is recommended to contact onePOS support before using.

Foreground DB Reload - Reloads the database after pressing Send and not in the background.

Will delay terminal functionality during reload, but the database is up-dated quicker.

Time Slice Counter - Sets the number of time slices allocated to the touch screen driver. On

very old equipment set this to 8.MSR Wait Count - Support for slower machines and magnetic stripe readers. Default is

2, use 3 or higher for slower machines.Data Set ID - Ability to have a terminal use an alternate data file. See the KB for more

information. DO NOT USE THIS FEATURE UNLESS YOU HAVE NO


ALTERNATIVES. Set to blank or 0 to not use this function.Default Language - Choose default language from the drop down menu.Local Printer - Choose the local printer from the drop down menu.Forced Printer Routing - Choose whether this terminal will print by the Dining Area’s printer

scheme, or force a printer scheme to this terminal.Forced Requisition Area - Choose the Requisition Area to force for this Terminal. This is an op-

tional, see ‘Setup - Requisition Areas’ for a description of Requisition Areas.

OK - Processes all the changes made and closes the window, returning you to the Edit Hardware Devices Select window.

Cancel - Discards any changes made and closes the window, returning you to the Edit Hardware Devices Select window.

Previous - Moves to the hardware device before this one on the hardware device list so it can be viewed and modified.

Next - Moves to the hardware device after this one on the hardware device list so it can be viewed and modified.

Copy From - Allows you to copy in data from another terminal to this terminal.

Keep Emp ID - Keeps an employee signed onto system after editing a check.Allow Clock In - Allow employees to clock in at this terminal.Verify Clock In Finger - Force employees to clock in with fingerprint scan.Force Scan Card - Requires scan card for system / manger access.Lock Emp ID - Restricts that an employee can only sign onto one terminal at a

time. Disable Keypad - Totally disables the on-screen keypad. Require Cash Drawer - Check to prevent any employee from using this terminal unless they

have access to cash drawer 1 / 2 or are signed into a cash drawer on that terminal. This is useful to prevent drawer mistakes by new employ-ees.

Auto Sign Into Drawer - Check to have an employee automatically sign into a cash drawer on a terminal if no other employee is signed onto that terminal’s cash drawer already. Must have both drawer 1 and drawer 2 checked for that employee under Employees - Edit Employee - Security.

Stop on Open Drawer - Freezes the FOH if the system detects a Cash Drawer is open.Default Emp ID - The default employee ID to use for this terminal (automatically signs


them on).Scan ID Start Read - Position on the magnetic stripe to start reading an employee scan card

for compatibility with other POS cards.Employee Bank Amount - Dollars to add to cash due on Employee Checkout report as given to

server as their bank.Clock In Voucher Printer - Printer to print the clock in voucher to on employee clock in. Count - Number of clock in vouchers to print.Clock Out Voucher Printer - Printer to print the clock out voucher to on employee clock in. Count - Number of clock out vouchers to print.

Open Drawer On Check Out - Opens cash drawer when performing a server checkout.Auto Sign Off Drawer - Check to have an employee automatically sign off a cash drawer on

terminal when they do a server checkout.Get ReDist Tips At Check Out - Prompts for redist tips at check out instead of clock out.Open Drawer On Tip - Open cash drawer when adding tips to credit cards. This is a method

for allowing the bartender or cashier to easily place completed credit card slips into the cash drawer once the tips have been entered.

Get Cash Amt Before Check Out - Prompt the Bartender to enter in their Cash On Hand before running a

Employee CheckOut. Will then print this amount and over/short for the bartender on the CheckOut.


Check Access Without Clcok In - Allow accessing a check for a different server when that server is not

clocked in and the accessing employee is clocked in.Immediate Quick Sale - Immediately jumps to a quick sale transaction when an employee

signs in.Force Quick Sale - Does not allow terminal to run guest tabs.Allow Transfer From List - When checked, a bartender may select from a list of servers which are

clocked into a Pay Category that has the Transfer Target check box checked during the transfer process.

Transfer To Non- Time Clock - Allows transfers of checks to an employee clocked in to a non-timeclock

pay category. This feature is not recommended.Allow Billiards Mode - Allows billiards mode (time tracking) to be used.Get No Sale Reason - Prompt for a reason when doing a no sale.Global Shared Tabs - This option will allow anyone on this terminal to access any check which

is opened in a “Shared” Dining Area. Any modifications made to the check are tracked by the employee who makes them, therefore some security is retained. The check will remained “owned” by the employee who opened the check until it is closed or transferred.

Close Prompt Guest Count - Prompts for the number of guests during close check.No Sale Delay - Number of seconds the ‘No Sale’ message appears on the screen.Screen Delay - The number of seconds table select screen will be displayed before it times out.Abandonded Item Delay - The number of seconds items that do not print on a printer become

automatically locked on the ticket.Permit Dining Area Access - Allows this terminal to access the highlighted dining areas.


Retain ID - Keeps the manager signed on after a function is performed.Default Dining Area - The default dining area a manager sees when they sign onto the system.Screen Delay - Seconds before the manager screen times out.


5.29 - Terminal Config

This is used to create a config file for a terminal, handheld and/or manager console. It creates a onePOS_xxxx.cfg file that contains information telling the new device how to behave. The file is copied to the new device during it’s setup. This is all done automatically by Configterm during initial setup, this function would only be used when adding a new device after the initial install.

Terminal ID - Choose the proper ID from the drop down list.Machine IP - Enter the IP address of the terminal/device.Data Server IP - Enter the IP of the Data Server (usually Term01)Data Server IP Backup - Enter the IP of the backup Data Server (usually Term02)Data Server Port - The communication port that will be used. normally 10001 unless a

non-default port was used when running Configterm during setup of Term01.

Log Level - Usually set to Errors Only unless needed for troubleshooting.Run ManagementConsole- Check if this device will need to run Management Console automati-

cally.Run Terminal - Check if this device will need to run FOH automatically.Run onePOS Server - Check if this device will need to run onePOS Server automatically

(usually only Term01 and Term02).Is Handheld - Check if the device is a handheld. Show Mouse - If checked will show the small ‘x’ cursor for the mouse, unchecked will

show the full windows ‘arrow cursor.Relaunch Applications - Check if you want the apps (terminal.exe and/or ManagementConsole

and/or onePOSServer.exe) on this device to automatically restart when stopped.

No Icon- Check if an icon for the program should not be put on the desktop.Save - Save the changes, create the onePOS_xxxx.cfg file and return to the

Management Console screen.Cancel - Disregard any changes and return to the Management Console screen.


5.30 - Access Tokens

Access Tokens are used to launch the Management Console application from the command line and bypass requiring a user ID/password. When creating an access token, assign a random 8 digit number to the token as well as a valid though date.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Access Token.Add - Creates a new Access Token in the system.Delete - Deletes the highlighted Access Token from the system.


Edit Access Token

ID - The identifying number given to the Tax Category by the system and can not be changed.

Name - The name of the Access Token.Sort - The numerical order in which to sort the Access Token.Token - The 8 digit number to use as the Access Token.

Valid Through - The date after which the Access Token can no longer be used.Export Payroll - Check to allow this function with this Access Token.Export XML - Check to allow this function with this Access Token.Export Excel - Check to allow this function with this Access Token.Import - Check to allow this function with this Access Token.Import Schedule - Check to allow this function with this Acess Token.In-Active - Check to make this Access Token in-active.


5.31 - Requisition Areas

Requisition Areas can be used for tracking item movement by remote printer. This can be used to run product mix reports by Requisition Area. A Requisition Area is normally setup by Printer Routing Scheme but can be over-ridden by Hardware - Terminal. This is used to track liquor movement by bar in a multi-bar restaurant, where it is not possible to track by Revenue Center or Dining Area (for instance if the outside bar is sometimes closed, the Requisition Area would now become the inside bar as long as the Routing Scheme was setup and used correctly).

Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Requisition Area.Add - Creates a new Requisition Area in the system.Delete - Deletes the highlighted Requisition Area from the system.


Edit Requisition Areas

OK - Processes all the changes and closes the window, returning you to the Edit Requisition Areas Select window.

Cancel - Closes the window without processing the changes and returns you to the Edit Requisition Areas Select window.

Previous - Moves to the Requisition Area before this one in the list so it can be viewed and modified.

Next - Moves to the Requisition Area after this one in the list so it can be viewed and modified.


6 - Utilities

The Reports menu lets you run different types of reports for your location, such as sales reports, server reports, transaction reports, weekly reports, employee reports, menu item reports, and database setup reports. All reports except those that are transaction query based (See POS and Time Clock) are found under this menu.


6.1 - Reprint Yesterday’s EOD Reports

Re-prints yesterday’s EOD reports.


6.2 - Re-Email Yesterday’s EOD Reports

Re-E-Mails Yesterday’s End of Day Reports.


6.3 - E-Mail Data Files

E-Mails Yesterday’s Data Files


6.4 - Run Exports

Exports data in .csv or .xml format as has been defined for this site.

OK - Exports selected dataCancel - Disregards and returns to the Manager Console screen.


6.5 - Run Excel Exports

Creates a sales out and hourly sales out .csv files.


6.6 - Run Excel Item Revenue Center Exports

Product Mix totals .csv file sorted by Revenue Center.


6.7 - Run Excel Item Requisition Areas Exports

Product Mix totals .csv file sorted by Requisition Areas.


6.8 - Run Imports

Not used currently.


6.9 - Authorized Forced Transactions

Used to authorize transactions that were taken when there was no internet connection and electronic payments were set to have forced authorizations.

OK - Sends the information to the cc processor for authorization.Cancel - Disregards and returns to the Manager Console screen.


6.10 - Forced Electronic Payment Batch

Used to clear the current batch in the event the processor indicates this is a duplicate batch. WARNING: THIS DOES NOT SEND THESE CC TRANSACTIONS FOR SETTLEMENT.

Do It - Clears the batch.Cancel - Disregards and returns to the Manager Console screen.


6.11 - Create Files

Erases all POS Files in system and creates new Files.


6.12 - Reload All Files

Reloads all POS Files from the server.


6.13 - Clear Employee Passwords

Clears all the employees passwords. This is only used during initial setup by a onePOS autho-rized technician.


6.14 - Export Data To All POS


6.15 - Import Schedule From All POS


6.16 - Run Other Programs

This window allows you to view, add, modify, and delete shortcuts on the Back Office Menu to run other programs or scripts on the pc. This could be useful for restarting End of Day Scripts or Archiving Utilities that are only needed periodically.

Programs List - Displays a list of all the Program Shortcuts defined in the Management Console Menu.

Done - Closes the window and returns you to the Management Console.Edit - Modifies the highlighted Program Shortcuts’s execution settings.Add - Creates a new Program Shortcut on the Management Console Menu.Delete - Deletes the selected Program Shortcut from the Management Console

Menu, this functionality is typically not available.In-Active - Displays all of the Program Short Cuts, both current and In-Active. An

exclamation point will be displayed in front of any Program Shortcuts that are In-Active


Edit

This window lets you modify the currently highlighted Program Shortcut on the Management Console Menu.

ID - The identifying number given to the Program Shortcut by the system and can not be changed.

Name - The Name of the Program Shortcut as shown on the Management Console Menu.

Command - The Full Path and Command Name of the Executable to run.Params - The extra Command Line Parameters to run.Show on FOH Manager Menu - If checked, this will appear as a button on the FOH Manager Menu

under ‘Run Other Programs’Show on FOH Employee Menu - If checked, this will appear as a button on the FOH Employee Menu

under ‘Run Other Programs’In-Active - If checked, removes the Program Shortcut from the menu.OK - Processes all the changes made and closes the window, returning you

to the Setup Run Program Select window.Cancel - Closes the window without processing the changes and returns you to

the Setup Run Programs Select window.Previous - Moves to the Program Shortcut before this one in the Programs List so

it can be viewed and modified.Next - Moves to the Program Shortcut after this one in the Programs List so



6.17 - Check For Updates

Checks the onePOS server and updates the software if there is an update available and the site has opted in for this service.


6.18 - Reboot All Terminals

Checks the onePOS server and updates the software if there is an update available and the site has opted in for this service.


6.19 - Purge Pending Print Jobs

Removes any print jobs pending in the system. Occasionally printers are removed from the system but not removed from the system’s setup, which creates thousands of print jobs over time and can slow the system down and possibly create errors, This option clears all pending print jobs. (note: do not run during business hours or any jobs enroute to working printers might be purged as well).


6.20 - Split POS Journal

This option allows a onePOS Technician to split a journal that has multiple day’s of sales in it.


6.21 - Modify Posted Journal

This option allows a onePOS Technician to change the system totals of a previous day to cor-rect a cash over/short situation that was the result of a manager keying in the incorrect amount of payment totals during the end of day process.


6.21 - Pre-Flight for Loyalty

This option creates a basic loyalty set for use with oneMetrix viGuest. It assigns a point value to each menu item equal to the whole dollar amount of that item, as well as set the default days and time for those points for each item.


7 - Reports

The Reports menu lets you run different types of reports for your location, such as sales reports, server reports, transaction reports, weekly reports, employee reports, menu item reports, and database setup reports. All reports except those that are transaction query based (See POS and Time Clock) are found under this menu.


7.1 - Full Report

Start Date - Lets you select the Start Date for the report.End Date - Lets you select the End Date for the report.Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing

you to select the target printer, number of copies, and the page range to print.

Group By - Lets you select how the items should be Grouped.Select All - Highlights all the items in the window.Un Select All - Un-highlights all the items in the window.Revenue Center - The Revenue Centers to be included in the report.Select All - Highlights all the Revenue Centers.Un Select All - Un-highlights all the Revenue Centers.Time Period - The Time Periods to be included in the report.Select All - Highlights all the Time Periods.Un Select All - Un-highlights all the Time Periods.Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.2 - Time Period Only Report



Time Period - The Time Periods to be included in the report.Select All - Highlights all the Time Periods.Un Select All - Un-highlights all the Time Periods.Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.3 - Revenue Center Reports



Revenue Center - The Revenue Centers to be included in the report.Select All - Highlights all the Revenue Centers.Un Select All - Un-highlights all the Revenue Centers.Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.4 - Contest Reports



Contest - Lists all the Contests available to run the report for.Select All - Highlights all the Contests in the window.Un Select All - Un-highlights all the Contests in the window.Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.5 - Journal Range Report



Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.6 - Journal Start Date Only Report

Start Date - Lets you select the Start Date for the report.Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing


Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.7 - Sort Employees, Date, and Group by Reports

Sort Employees By - Allows you to print the report sorted by placing the bullet point in the search criteria.

First Name - Sorts all Employees by their First Name.Last Name - Sorts all Employees by their ere Last Name.Employee ID - Sorts all Employees by their Internal ID Number.External ID - Sorts all Employees by their External ID Number.Social Security - Sorts all Employees by their Social Security Number.Dates - Allows you to select the Date to run the report for.Today - Runs the report for today.This Pay Week - Runs the report for this pay week.This Pay Period - Runs the report for this pay period.Last Pay Week - Runs the report for last pay week.Last Pay Period - Runs the report for last pay period.Specific Date - Lets you input a specific Date to run the report on.Specific Dates - Lets you select a specific Date Range to run the report onRun Printer Setup - Displays the printer job setup screen before the job is printed, allowing


Group By - Lets you select how the Employees are grouped.Select All - Highlights all the Employee Groups in the window.Un Select all - Un-highlights all the Employee Groups in the window.Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.Posted Period - Lets you select a specific previous pay period from a list


7.8 - Sort Employee and Group By Reports

Sort Employees By - Allows you to print the report sorted by placing the bullet point in the search criteria.

First Name - Sorts all Employees by their First Name.Last Name - Sorts all Employees by their Last Name.Employee ID - Sorts all Employees by their Internal ID Number.External ID - Sorts all Employees by their External ID Number.Social Security - Sorts all Employees by their Social Security Number.Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing


Group By - Lets you select how the Employees are grouped.Select All - Highlights all the Employee Groups in the window.Un Select All - Un-highlights all the Employee Groups in the window.Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.9 - Sort Menu Items and Group By Reports

Sort Menu Items By - Allows you to print the report sorted by placing the bullet point in the search criteria

Item Name - Sorts all Items by their Name.Item Id - Sorts all Items by their Internal Id Number.Ext Id - Sorts all Items by their External Id Number.Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing


Group By - Lets you select how the Items are grouped.Select All - Highlights all the Item Groups in the window.Un Select All - Un-highlights all the Item Groups in the window.Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.10 - Sort Cards by Report

Sort Cards By - Allows you to print the report sorted by placing the bullet point in the search criteria.

Date/Time - Sorts all Cards by Date and Time when they were used.Card Type - Sorts all Cards by their Type.Amount - Sorts all Cards by the Amount of the transaction.Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing


Date - Lets you select the day the report will print for.Print - Builds and sends the report to the default printer.Preview - Displays the report on the screen allowing you to view it before printing.Cancel - Closes the window without processing the report.


7.11 - Print Preview and Cancel Report

Print - Prints the report to a local printer.

Preview - Shows the report on the screen.

Cancel - Disregards and returns to the Management Console screen.

Run Printer Setup - Displays the printer job setup screen before the job is printed, allowing you to select the target printer, number of copies, and the page range to print.


8 - Help

Under Help, there are options to see information about Management Console, oneMetrix and other features such as downloading the manual and convenient links to request support or submit ideas for new features.


8.1 - About Management Console

Contains copyright information and links to the onepos.com website as well as the version number and release date of the software.


8.2 - Request Help

This feature will send a message to your onePOS dealer to request support for a problem.

Message - Type a message describing the problem.OK - Sends the message to your onePOS dealer.Cancel - Disregards the message and returns to the Manger Console.


8.3 - Request Features

This feature will send a message directly to onePOS and cc’s your onePOS dealer. Use this to request new features for the software.

Message - Type a message describing the feature you would like to see added.OK - Sends the message to onePOS and cc’s your onePOS dealer.Cancel - Disregards the message and returns to the Manger Console.


8.5 - Mobile Dashboard Info

OnePOS Group ID - The unique group number for the site from the businfo file.OnePOS Store ID - The unique store number for the site from the businfo file.Serial Num - The unique serial number for the site from the businfo file.Users - A list of the users you have given permission to access this feature.OK - Returns to the Manager Console screen.Resync - A manual method to push data to the oneMetrix servers.


8.9 - Off Site Backup Info

OnePOS Group ID - The unique group number for the site from the businfo file.OnePOS Store ID - The unique store number for the site from the businfo file.Serial Num - The unique serial number for the site from the businfo file.Users - A list of the users you have given permission to access this feature.OK - Returns to the Manager Console screen.Resync - A manual method to push data to the onePOS servers.


8.10 - Download MC Manual

Downloads this manual over the internet.

onepos management console manual - amazon s3 · onepos manager console manual - version 4.0 - 9...

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