REVONU Restaurant POS SIMPLE MANUAL

Transcription

1 REVONU Restaurant POS SIMPLE MANUAL VERSION 1.0 ALL RIGHTS RESERVED

2 Table of Contents CHAPTER 1. GETTING STARTED... 4 Database Sync & Update... 4 Program Run & Login... 5 Main Program... 6 Beginning Balance... 7 Cashier-In Cashier-Out Store Closing & Settlement Tip Adjustments CHAPTER 2. REGULAR ORDERS Menu Item Order Menu Item Selection Sub Menu Selection Menu Item Modify Quantity / Cancel Discounts Discount Item Discount Order Pricing Change Quantity Change Order Hold Order Split CHAPTER 3. TABLE Reservation Wait Information Move / Join Clear Table Combine CHAPTER 4. TENDER Dine In Selection & Transaction Tendering Select Tender Type Cash Credit Card Check Gift Card Offline Credit Card House Account Point

3 Additional Gratuity CHAPTER 5. REFUND Void Refund CHAPTER 6. EMPLOYEE REGISTRATION Job Group Employee Management Employee Schedule CHAPTER 7. CUSTOMER REGISTRATION Customer Group Customer Management Membership List Customer Point History CHAPTER 8. MENU ITEMS Building the Menu Add Menu Category Add Menu Item Add Menu Group onto Layout Screen Add Menu Item onto Layout Screen Removing the Menu... Error! Bookmark not defined.9 How to Delete Menu Item from Layout Screen... Error! Bookmark not defined.9-72 How to Delete Menu Item from Database CHAPTER 9. KITCHEN MEMO Creating Kitchen Memo Button Using Kitchen Memo CHAPTER 10. SECURITY Changeing Security Setup CHAPTER 11. DATA INITIALIZE & BACKUP Data Initialize Back Up

4 CHAPTER 1. GETTING STARTED Database Sync & Update Program Run & Login Main Program Beginning Balance Cashier In Cashier Out Store Closing & Settlement Tip Adjustments Chapter 2 explains the opening/closing procedures as well as how to manage time cards, import and export supplies and how to complete end of day tasks. It will also give instructions on what to do after business hours (e.g. checking that day s incoming sales). Database Sync & Update *This step will only appear for Revonu Restaurant Cloud Edition. Upon every launch, UP Cloud Sync System (Figure 1) will check for updates and sync them from the online UP Cloud database servers. The duration of this step is dependent on how much information needs to be downloaded and the internet connection speed, it is normal to take 30 seconds and up to 5 minutes on average. If there is no internet connection, syncing will fail and you will be running a cached version of the database that was downloaded prior. 4 (Figure 1) UP Cloud Sync System

5 Program Run & Login When the program is started, the POS Peripheral Checklist (Figure 1) window will appear. If configured devices are all active, a green checkmark will appear next to each respective device name and then automatically load Revonu Restaurant. If the device is inactive or disconnected, a red X-mark will appear next to each respective device name and will stay on this screen until further user action. *UCharge Middleware must be installed and running to process payment card transactions. If there is a red X- mark even when UCharge Middleware is running, please check if the version UCharge Middleware is compatible with the corresponding version of Revonu Restaurant. (Figure 1) POS Peripheral Checklist 5

6 Main Screen The Main Screen (Figure 2) will appear after the POS Peripheral Checklist. From this screen, you can access majority of the front-end features available. You can also access the backoffice management with (this feature is not available on Revonu Restaurant Cloud; all backoffice operations are managed via the Revonu Cloud website). It is possible to delete any menu keys that are unnecessary or not often used. For business owners, the Announcement button on upper left side can be used to make special announcements to the users. The main screen is fully customizable, including removal of infrequently used buttons as well as the size of the fonts. (Figure 2) Main Screen Window On the right side of (Figure 2), logged in member s name, current date, and POS number will be shown. This is the computer name followed by the POS number. This is to distinguish each POS when connected to a network. Current POS user is shown. The default name is Revonu. Current time/date will be shown in the upper right hand corner. 6

7 Beginning Balance Beginning balance is the act of putting money in the Cash Drawer before the restaurant opens for business. When cash transfer is needed, readymade cash quantity is accurately recorded. In other words, the purpose of beginning balance is meant to give customers their change. Cashier In It is possible to use Revonu Restaurant only when the Cashier In button has been selected. An error message will appear when Dine In or Quick Serve is attempted without selecting the Cashier In button. (Figure 1) Cashier In Button When the Cashier In button has been selected, the cash tray window (figure 2) will appear. Select the Cash Tray that will be used. (Figure 2) Cash Tray Selection Window 7

8 (Figure 3) Entering in the Beginning Balance (Figure 3) is the window where each number of bills is entered in. As previously mentioned, the preparation of the beginning balance serves to give customers their change. For example, figure 3 shows the store having $200 as its beginning balance. There are many small bills and the total amount is automatically calculated. Once all the cash has been counted, press the Finish button located on the bottom right. (Figure 4) Beginning Balance Confirmation Window (as shown as Figure 4) will appear when the Finish button is clicked. Click the Ok button. Employee who Cashier In will manage the money in Revonu Restaurant. Most stores cross check the amount for the utmost accuracy in available cash amount. 8

9 From Cashier In, readymade cash amount cannot be entered in. After Cashier Out, be sure to Cashier In. Cashier Out When switching cashiers, they must press the Cashier Out button and follow the process. When doing so, the current cash in the register should be counted. (Figure 5) Cashier Out From the Main Screen, press the Cashier Out button (shown in Figure 5). When the Cash Tray selection window appears, choose the tray the cashier used. (Figure 6) Entering in Current Balance From the cash register, the user should count the cash and compare the current balance (Figure 6). When you press the Finish button on lower right, the most current sales report will appear. The End of Day button is pressed at the end of the business day, when program is ready to be settled. Changes cannot be made after this process is complete. 9

10 (Figure 7) Confirmation Window In the event that a table has not been tendered, a screen with an alert will pop up before the sales report window appears. If you wish to continue without tendering table click Yes. (Figure 8) Sales Report This report compares record of current sales and readymade cash. Example is shown in Figure 8. Readymade cash started as $200. Current Sales amount is $ However, total amount tendered is $ It shows minus of $74.81 for the day. Use the Memo on lower right hand side to explain the minus amount. After, click the Ok button. Receipt will print out. 10

11 Store Closing & Settlement At the end of the day, you must make a batch settlement for the tips received throughout the day. If the PC Charge program is being used, you must proceed to the EOD (End of Sale) after entering the tip amount. Unless the batch settlement is done, you will not be paid for the credit card sales made that day. It is impossible to go back and add the tip after batching so we strongly suggest that you keep this in mind before batching out. Tip Adjustments Tips that are received via credit card payments must be added to the original tendered amount. Generally, the customer s tendered information transfers over to the bank after the amount is settled. The given tip by the customer can be received only when it is entered in before the information is transferred. (Figure 1) Tip Adjustments Button From the Main Screen, press the Tip Adjustment screen. Tip Adjustment screen will show all cash, credit card, and offline credit card transactions. Select the transaction you would like to add the tip to and press the corresponding gratuity button located on the upper right hand side to make the final adjustment. (Figure 2) Gratuity Select Screen 11

12 When the Cash Gratuity button is pressed, Figure 3 will appear. When you enter in the tip received by the customer and click OK, another transaction will show. In the case where the tip received by the customer is incorrectly entered in, go back to Tip Adjustments and add the tip. On bottom right hand side in Figure 3 shows the Pre Gratuity which shows the previously entered in tip amount. (Figure 3) Change Gratitude Screen TIP: When the message: Error: Sale Not Found shows up on the bottom (Figure 3), it is because settlement has already been made for that transaction. If the tip is absolutely necessary, a separate transaction must be made. (Figure 4) Error Massage 12

13 CHAPTER 2. REGULAR ORDERS Menu Item Order Menu Item Selection Sub Menu Selection Menu Item Change of Quantity / Cancel Discounts Discount Item Discount Order Pricing Change Quantity Change Order Hold Order Split Menu Item Order Adding an item from the menu list is the most commonly used function in Revonu Restaurant. The software allows the users to modify the order from the check list. Because the items are categorized, not only is it easy to find, but it can be conveniently added/edited. (Refer back to Chapter 3: Menu Search). TIP: If it s a menu not on the menu screen but has a barcode, it can be scanned to recall the item from the program. Menu Item Selection First, choose the category from the Menu Category list. Once at item is selected, the item is added onto the checklist and the price is automatically calculated. 13 (Figure 1) Before adding an menu item

14 (figure 2) After adding an menu item Sub Item Selection 1. When an order for a Sub Item is placed, the Sub Item will appear on the screen. After selecting Sub menu, press the Finish button located on lower right side of the screen. Selected sub menu will appear on the screen. (Note: Only one Sub menu item per level can be selected.) (Figure 3) Sub Menu Screen 2. Modifier: When a Menu composed of other sub items is selected, the Modifier screen will appear. Select the sub item and click the Finish button. Ordered Modifier Menu can be checked on the Order screen. 14 Sub Item can be added up to amount shown on screen (Figure 4) for each Category under Modifier. To cancel the selected Modifier, click on Modifier again.

15 Side Orders for the Menu can be set up under Operation Management. When the menu with the Sub Item is selected, a add Sub Item or a side to for the menu can be added quickly by pressing the Modifier button first. Then click on ordered Menu to add the Sub Item. Total number of Sub Items possible is shown. (Like the Figure shown above, the total allowed Sub Item is 3 to 5.) (Figure 4) Modifier Screen Menu Item Modify Quantity / Cancel You can adjust or cancel menu items added onto the order check list. To do this, from the Order Take-In screen, press the Void/Edit button. (Figure 1) shows the display screen: left hand side lists the quantity, menu item names, and its price. The right hand side lists changes that can be made with the menu items. To make a change, press the product that needs to be modified, and when the screen is highlighted, the selected menu item has been successfully modified. Caution: The menu quantity that has been already sent to Kitchen cannot be changed. (Figure 1) Void / Edit Screen 15

16 Discounts This function used to give a discount on the total and tender the discounted amount. This function can be used for various cases such as big catering events, customer loyalty program, or employee discounts. Discount button can be accessed from the main menu screen. Currently, two types of discounts are available: Discount Item and Discount Order. Figure 2 shows a 20% discount on a menu item while Figure 3 shows a 10% discount along with a $7 Cash discount. (Figure 1) Discount Screen (Figure 2) Item Discount Screen (Figure 3) Discount / Cash Discount Screen 16

17 Discount Item [Discount Item Button] Each Menu item listed in the order check list can be discounted with percentage. This is used when only selected items need to be discounted. Figure 4 shows how to pick the menu item that will get an item discount, while Figure 5 shows how much percentage will be discounted. Menu item that has been successfully applied the Item Discount will be highlighted (Figure 6). Figure 7 allows you to check the applied discounted amount from the Order check list. (Figure 4) Menu Item Selection Screen (Figure 5) Discount Amt/ Percentage Selection Screen (Figure 6) Item Discount Applied screen (Figure 7) Order check list that applied Item Discount 17

18 Discount Order [Discount Order Button] The Discount button is pressed to deduct a percentage (%) or cash ($) from the entire bill. If the assigned discount amt/percentages are selected (Figure 8), you will see screens with the applied discounts (Figure 9). (Figure 8) Discount Amt/ Percentage Selection Screen (Figure 9) Discount Applied screen 18

19 Pricing Change If needed, the menu item prices can be changed to. To use this function, from the main ordering menu, press the Pricing Change button. When the Pricing Change Item List appears (Figure 1), select the menu item for the item that the pricing needs change. All the open menu items from the Order Check List will appear on Figure 1. When the Menu Item button is pressed, keypad screen (Figure 2) will appear. Use the keypad to enter in the new price (Figure 2) and press the OK button. The new price should be reflected on the Main Order Screen. (Figure 1) Pricing Change Item list (Figure 2) Price Change Screen 19

20 Quantity Change When there is more than one of the same order, it is convenient to use the Quantity function. It assigns the quantity of the Menu Item and adds to the order check list. To use this function, from the main ordering screen, press the quantity button (Figure1) and the keypad screen will prompt you to enter in the new quantity (Figure 3). Enter in the quantity and press OK. The quantity button will be activated. When the menu item is selected (Figure 4), the menu item will be added to that quantity. (Figure 1) Qty Button before activation (Figure 2) Qty Button after activation (Figure 3) Quantity Keypad screen (Figure 4) Qty Applied screen 20

21 Order Hold Hold function is used when customer needs a delay in the delivery of the order. For example, if a customer orders a dish and requests another order to be delivered 20 minutes later, the Hold button can be used since the order technically goes in 20 minutes later. To use this function, from the main ordering menu, press the Hold button. When a Menu Item is pressed after the Hold button is pressed, a new screen (figure 3) will appear. Assign the holding time (Figure 3) and press OK to confirm the hold. (To check orders being held, press the Order Hold List under Operation menu tab (Refer back to Order Hold List under ETC. Operation)). (Figure 1) Hold Button Before activation (Figure 2) Hold Button after activation (Figure 3) Hold Screen 21

22 Order Split This function splits the table s order into multiple bills. This function is useful when each person at one table requests their own receipts. To use this function, press the Split button from the main ordering screen. Note: Split function can only be used for the Dine-In feature. (Figure 1) Split Function Screen When the Split button is pressed, the above screen (figure 1) appears. The left side indicates the open orders. (Figure 2)Screen that shows Split Function for Menu Items Press the menu items to select them as split items. Selected Menu Items will be highlighted green. If the highlighted menu item is pressed again, it will cancel the split for that item. 22

23 (Figure 3) Split Function -moving Menu Items When the menu item is selected and the new window s blank box (ex: new 1) is pressed, the menu item will be moved to the new box, indicating it will be split. (Figure 4) Split Function- Additional order check list To create additional order check lists, press the Add button, located on the lower right hand side. Use the, (left/right) buttons to move from one order check list to the next. 23

24 (Figure 5) Applying Split Function Screen To apply or save the divided order check lists, press the Save button. To cancel the current information, press the Cancel button. (Figure 6) Applying Split Function This shows the results for each of the divided order check lists. Select the wanted order check list and the functions Select, Bill Print, Tender functions can be used. SELECT Button: Returns to the main ordering screen where the order list is. Bill Print Button: Prints out the receipt for the selected ordered items. Tender Button: Proceeds to tender the order check list items. 24

25 CHAPTER 3. TABLE Reservation Wait Information Move / Join Clear Table Combine With the Revonu Restaurant software, there are two ways to take an order: Quick Serve and Dine In. Quick Serve function should be used when an order is a carry-out, or when somebody calls in with the order. Dine In should be used when a customer is greeted and led to a table. All functions relating to serving a customer such as making tenders, or other carrying out other needs can be found under Dine In section. As one of the most commonly used category during business hours, all changes made under Basic Setting, menu items will change accordingly. To increase the convenience of managing customers, while taking orders, general ordering functions are connected for use. Figure 1) Dine in Main Screen 25

26 Reservation Direction: Reservation is a function used to reserve the appropriate table for a customer and to manage that table. Reservations can be made using the customer s stored information (for repeat customers) or the customer s phone number (for new customers). To show the customers to their appropriate tables, a graphic interface is offered under the Reservation section, showing the reserved table by dates. In Revonu Restaurant, from the Main Screen, press the Dine In button. It will lead you to the Dine In main screen where the tables are shown along with other function buttons. Press the Reservation button located on the lower right hand side in the Dine In Main screen to make a reservation. After pressing the Reservation button, the reservation screen (Figure 1) will appear. Figure 1 shows all Reservations made from 8/31/2009 to 8/31/2009. Because there are currently no reservations made, you will see no lists of reservations. Next to the dates, press the button to customize the date range. Initially, the current date processed within POS Restaurant s. Currently, since there are no open reservations, the screen is blank. (Figure 1) Reservation Window On the top of the screen, there are three buttons: (R) for held reservations, (I) for checked-in reservations and (C) for cancelled reservations. Press each button to see the appropriate lists of reservations. The (R) button will be the default button and will show the help reservations on the screen. 26

27 (Figure 2) New Reservation To make new reservation, press the New button located on the upper right hand side of the screen (Figure 1). A screen prompting you to enter in a new reservation will appear (Figure 2). ( Figure 3 ) Example of Reservation Information Fill in the blank on the fields for the party the user is creating for the customer. Press each of the four buttons located in the middle (as shown in Figure 3) to reserve the number of people by type (Adult, Children, High Chair, and Wheel Chair). Next, press the Select Table button to choose the appropriate table preferred by the customer such as Smoking, near window, and booth seating. 27

28 (Figure 4) Select Reservation Time and Table Screen Since buttons (Figure 4) can be pressed twice, table buttons will blink when it is selected. Choose the appropriate table and press the Accept button to assign the table and save by pressing the Save button. The reserved date and confirmation will appear. On the reserved date, the tables reserved will have start next to the tables from one hour before the actual reserved time (Figure 5). An hour after the reserved time, the table will appear as empty. (Figure 5) Screen that shows reserved tables As shown in Figure 5, when the reserved table is selected, a Reservation Order to a regular order can be taken. Reservation order is for taking order from reserved customers and regular order button is for regular customer who did not make reservations. Reserved orders (Figure 1) can be edited by pressing the Edit button or cancelled by pressing the Delete button. 28 TIP: Customers can be checked in by pressing the Check In button or by selecting the reserved table and pressing the Reservation Order button.

29 Wait The Wait function is used during busy hours (lunch/dinner) or when there are no more tables available for the next customers. In this case, the Wait function will assign each customer a Pager No. on first come first serve basis that will alert them when the next table becomes available. TIP: Reservation and Wait have the same structure, and goal so it will be easy to think a wait to be a simply reservation. Direction: By pressing the Information button (later explained), the customer will be led to the next available table. If there are no available tables, use the Wait function to give customer a Pager No. on first come first serve basis. Press the Wait button located on lower right in Dine in Main screen to go to the Waiting list. Once logged in after pressing the Wait button, a screen like the own shown as Figure 1 will appear. (Figure 1) Wait Screen The structure of the Wait screen and the reservation screen is similar. By pressing the button next to the date, you will be able to select different dates. A waiting list will show up according to that selected date. (The current date: 8/26/2009 can be changed). So far, there is no one on the waiting list, so the screen is blank. Similar to Reservation function, there will be three buttons on the top part of the screen the default set as the Waiting customer. 29

30 (Figure 2) New Wait When the New button is pressed, a new window will prompt you to enter in the new waiting customer (figure 2). Unlike the Reservation function, a table cannot be set in advance, so preferences will simply be entered in the new Waiting list window. The types of seating, Smoking, Near Window, Booth seating, and Private seating can be used to enter in the customer s preference. These buttons can be pressed repeatedly. To fill out the waiting list form, information such as Reservation for, Customer name, Contact Phone, Party Size, Pager No, Preferable seating (Smoking, Booth seating, etc) should be entered in. Then press the Save button and it will be added on the waiting list. Like the Reservation function (shown in figure 1), the Wait function can be edited by pressing the Edit button and be cancelled or erased by pressing the Cancel or Delete button. (Figure 3) Pager Setting under Operation Management Screen The Pager button in the Wait function can be connected to the pager itself by selected the package offered by COCARD REVONU. As shown in Figure 3, From Operation Management, go to the Pager tab and change the setting so that the waiting customer can be called using the pager. 30

31 When a table that the customer wants becomes available, press the Check In button and show them to their seats to take their orders. The first person on the waiting list will be called using the pager. Show the customer to the available table and press the Check In button to show that the table is no longer available. (Figure 4) During the Wait, assigned table Screen Once the assigned table has been selected, a window prompting you to select either Reservation Order or regular Order will appear. Press the Reservation Order button so that orders can be taken from the customers who were waiting. After the customers are seated, once the orders have been taken, they are deleted from the Waiting list. TIP: Regular Orders can be taken however, it is a rare case to hold the waited customer and take orders from a new customer. Therefore, this function will rarely be used. TIP: Orders can be taken by pressing the Check In button. However, it will not matter if the next customer up, are led to their seats before pressing the delete or cancel button. 31

32 Information Information allows you to see all the available seats and their seating arrangements all at once. From the Dine In Main screen, just by pressing the buttons, the tables upon the customers preference can be easily selected. Direction: As shown in figure 1, when the Information button on the top right hand side is pressed, tables will blink. Blinking tables indicate availability. By using the buttons on lower right hand side, select the tables preferred by customer. (Figure 1) Blinking Table screen When all tables blink, it means all tables are available for seating. Customers can be led to tables that are blinking. If a customer is seated at a table, all tables excluding that table will blink. ( Figure 2 )Seat Lineup Buttons 32

33 When attending to a customer, when you first press the Information button on top right on the Dine In screen, tables currently available will blink. Press the Total Guest button to enter in number of customers and Smoking button to choose preference. If a customer wishes to sit by windows, press the Near Window button. If customer has specific seating preference (end seats), press Booth seating button. When the private button is pressed, only the seat that fits under preference category will blink. Seating arrangements can be changed through Operation Management. Move / Join Move / Join function enables upon customer request to move / rearrange seats. This function is used when the customer is moved to an empty table or being joined to another table and its customers. In the case where two tables are joined but not the ticket, this is the Move. If two tables are being joined as well as their ticket, this is called Join. Tables can be easily moved from the Dine in main screen by simply pressing buttons. Direction: From the Dine in Main screen, press the Move/Join button. Then press the table that will be moved. As shown in figure 1, the button will be highlighted. When the table is highlighted, pick another empty table and the highlighted table will be moved to that location. If a table is moved by pressing the Move button, the initial table will not appear on the screen; however is not cleared. ( Figure 1 ) The Move/Join button has been selected. Empty table cannot be moved. There are two options for tables already seated by customers. If a table already with customers seated is selected, like Figure 2, a window will appear prompting you to choose either Move or Join. When the Move button is selected, the two tables will only be set together. The assigned server name, order number will show up and later on the ticket can be split. When the Join button is selected, the assigned server name, order number will change and be moved to the table it s moving to and later on, the ticket will be joined as well. 33

34 (Figure 2) Move/Join Selection screen Clear Table The table may become available right after the customer leaves. However since the table needs to be cleared, the next customers cannot be ushered in to that table. To avoid that from happening, even though the customer who is seated, has already paid, the color of the table still not cleared, will be highlighted a different color as shown in Figure 1. (Figure1) Table before pressing Clear Table Like in Figure 1, to press Clear Table button, select the table that has not yet been cleared. Now, the table has been cleared. The next customer can be ushered to that table. Clear Table can be pressed only when the table has paid. Clear Table button cannot be pressed for tables that have not yet paid or is empty. 34

35 From the Dine In menu, always Clear Table after making a Tender can become tedious. In that case, once tender has been made, Clear Table can be done immediately. As shown in Figure 2, click the Clear Table to activate it and make a tender. Then, it will change to Clear Table. (Figure 2) Tender Screen - Clear Table Clear Table Activated Combine Combine function is used in the case where two or more tables join their orders. When two or more tables want to join their ticket, this function will allow tickets to be combined as one ticket. When a table that is ready to pay is selected and pressed Combine, a new window that will allow the combination to take place will appear (Figure 1). Like Figure 1, the screen will have lists of current tables that can be combined with the table. Select the table that will be combined and press the Combine button. The orders will be combined into one ticket. TIP: Combine button only enables the tickets to be combined not. It will not immediately take you to the screen that has the Tender function. To make a tender, press the cancel button to return to the menu order screen and press the Tender button. (Figure 1 ) Lists of Tables that can be combined 35

36 CHAPTER 4. TENDER Dine In Selection & Transaction Tendering Select Tender Type Cash Credit Card Check Gift Card Offline Credit Card House Account Point Additional Gratuity Tender is the most important function in Revonu Restaurant. This chapter will explain majority of the functions related to tender. I will explain the basics of ordering, but and the different types of Tenders. Also, the procedures of processing Gratuity or Discount will be explained. Dine In Selection & Transaction Tendering Making a Tender can be broken up into 5 main categories. 1. Click the Tender button from the Dine in Screen. Select the table to process a tender. (Figure 1) Dine In 36

37 2. From the Dine In screen (Figure 1); press the table that is ready to make a tender. Then press either Cash, Credit Card, Tender button to make the tender. An empty table can be selected to order and make a tender right afterwards. In this case, when the window appears asking to send out the Kitchen Memo, press Yes. (Only when Kitchen Memo is used for a menu order, check the Kitchen Memo prints out.) (Figure 2) Order 3. Quick Serve (Take Out) an order from the Take Out screen. Then press the Cash, Credit Card, or Tender button to make the tender. (Figure 3) Take Out 37

38 4. Tender can be done on Tender menu from the Main screen. (Figure 4) Main Screen Tender (Figure 5) Tender Screen When Tender is clicked from the Main screen, a confirmation window will appear (as shown as Figure 5). Select order to tender, Click the Tender button and tender screen will appear. 38

39 5. Using the Quick Tender Button From the Dine in Screen, click the button to process a tender. Click the Quick Tender button. Select a table to process a tender. As shown as Figure 6, menu order list and total amount for that table will be show. Select Cash, Card, Check, Gift Card, Manual Credit, or House Account to process a tender. (Figure 6) Table Screen The 5 methods of processing a payment will all have the same end result. The Cash and Credit Card buttons take out the extra step in choosing the Tender type after pressing Tender button. 39

40 Select Tender Type The following screen will appear when the Tender buttons is pressed (Figure 1) Tender There are 7 methods of making a payment. 1. Cash: Paying by cash. 2. Credit Card: Paying by credit card. 3. Check: Paying with personal check. 4. Gift Card: Tender processed with Gift Card supported by store. 5. Manual Credit Card Input: From Revonu Restaurant Program, when card is not authorized, it is used to leave a record. It is normally used when a terminal other than POS terminal authorizes the credit card. Manual Credit Card Input only leaves a record of the card within the program. It does not authorize the credit card. 6. House Account: Tender is processed using Membership credit. 7. Point: Tender is processed using collected Points the customer earned. House Account and Point can only be used by customers who have a membership. Tender buttons that are not used can be set as Hidden in Operation Management. Tender A tender is the final step in closing a transaction. 40

41 Cash (Figure 2) Entering In received cash When the Cash option is selected, the above screen (Figure 2) will appear prompting you to enter the received amount. When the Cash button is pressed from either the Table selection from the Dine In screen or from the Take Out screen, Tender Selection screen will be skipped and immediately lead you to the screen above. Use either the keypad window or the Smart Pay button located on the right hand side to enter the received amount. Press the OK button to finish making the tender and to print the customer receipt. (Figure 3) Change Smart Pay The change will automatically be calculated and displayed on the screen. Press the OK button to complete the tender. When payment is calculated in Cash, the buttons are already assigned for the most common cash amounts paid by customers. This eliminated the need for the cashier to enter the amount manually. 41

42 Credit Card (Figure 4) Credit Card When Credit Card button is pressed, the window above (Figure 4) will appear. Also, by pressing the Credit Card button from the Dine In or Take Out Screen, you can40 skip the screen that asks you to select the Tender type. Once the card has been swiped, the screen like the one shown above (Figure 4) will appear. The credit cards expiration date, card issuer, etc. information are all encrypted within the magnetic strip. This information is automatically entered the system when the card is swiped. There is no need to manually enter this information. (Figure 5) Credit Card Once the credit card has been swiped through the MSR or manually entered in, press the OK button to complete the tender and print out customer copy of receipt. Even in the case the customer does not have the credit card, if the customer knows the card information, a tender can be made. 42

43 Check If the customer is paying by check, a tender can be made by selecting the check tender type. (Figure 6) Check Confirm that the amount on the check is the same as amount shown in Total Due box. Then enter the Bank Routing Number and Account Number and press the OK button. The Tender process will be complete and the customer copy of the receipt will print out. Gift Card Tender using Gift Card created by Store. (Figure 7) Gift Card If the Gift Card is selected, a window as shown as Figure 7 will appear. Swipe the Gift Card through the MSR or manually enter the Gift Card information. 43

44 Offline Credit Card Input When a different terminal other than a terminal connected to Revonu Restaurant is used to authorize a credit card, records of processing a tender can be recorded in the Database in Revonu Restaurant. From the Manual Credit Card Input menu, processed tender, Card Issue and tendered amount can be recorded. (Figure 8) Manual Credit Card Input When the Manual Credit Card Input is selected, a window (Figure 8) will appear prompting you to enter the amount. When the Card Issuer is first selected and the amount is entered, the tender has been processed. House Account A tender can be made with a House Account A House Account is only used for customers who obtain a membership. Swipe the membership card or use Customer Search to select customer. Then a tender can be processed. Tender processed with credit can be accurately calculated under Operation Management. (Figure 9) House Account 44

45 Point Payment A tender can be made using Points reward system. The usage is similar to that of a House Account. After swiping the Membership Card, or selecting customer through Customer Search, use Point from Point Card to process tender. (Figure 10) Point Payment 45

46 Additional Gratuity Majority of the restaurants that provide service to customers usually receive 15~20% of their tax included bill amount as tip. This kind of gratuity can be added to the Order in Revonu Restaurant. (Figure 1) Tender The Tender screen will always show the Gratuity to be 0.00, until the gratuity is entered. From the Tender screen press the Gratuity button, a window will appear prompting you to enter the Gratuity amount. (Figure 2) Add Gratuity As shown as Figure 2, Gratuity amount can be entered or click the % button, and a percentage of that amount can be entered. Use the Difference button to enter Gratuity will subtract the menu item amount from received amount. 46

47 Ways to Handle Difference: Ordered amount is $1.13. Customer gives $2.00. However, the customer decides to give the change as tip so the charge total is $2.00. Gratuity will be $0.87. (Figure 3) Handling Difference By entering in the received Gratuity, the total amount with included gratuity can be seen. (Figure 3) Gratuity Usage Result screen 47

48 CHAPTER 5. REFUND Void Refund The previous chapter discussed most of the topics for making a payment. However, not all processes in making payments are successful. Incorrect menu items or customer information can be entered in. Although this may not be directly related to making payments, even small mistakes or complaints about service may make customers cancel their order or stop the payment. This chapter will explain how to cancel a tender that has already been processed. (Figure 1) Main Screen This type of settlement is called Recall. Revonu Restaurant provides 4 types of Recall: Void, Refund, Change Payment Method, and Reprint. To start, from the Main Screen, press the Recall button located on the top part. 48

49 (Figure 2) Recall When the Recall button is pressed, a list of all current payments made will show up so that it can be handled. The follow are 4 types of recalling methods: 1. Void: Cancelling a payment that has already been made. 2. Refund: Processed payment is partially cancelled. 3. Change Payment Method: Changing the payment method for a payment already made. 4. Reprint: receipt will be printed out again. After selecting the payment that you wish to recall, press any of the 4 types of recall buttons to start the Recall. 49

50 Void The payment already made is cancelled. Processed payment will be minus that amount to cancel. Voided transactions will not appear on the Recall Screen. (Figure 1) Void Confirmation When Void confirmation window appears, press Yes. (Figure 2) Void Successful 50 A message indicating successful void will appear.

51 (Figure 3) Successful Void Confirmation The selected payment will show up as grayed out. Refund Refund is used when a processed payment is cancelled. After cancelling it, the amount is returned to the customer. Select the payment list that will be refunded. Click the Refund button. As shown as Figure 1, refunded transaction can be confirmed. (Figure 1) Refund Confirmation When the confirmation window appears, press the Yes button. 51

52 (Figure 2) Refund Item Selection When the Yes button is pressed, the screen with the refunded item will appear (Figure 2). (Figure 3) Fill out Refund Reason After selecting the refund item, briefly state the reason for the refund. Press the Finish button when complete. 52

53 (Figure 4) Refundable Selections Select how the payment will be returned to the Customer. The following process will be similar to that of the Refund. (Figure 5) Refund Successful Refund has been completed. 53

54 CHAPTER 6. EMPLOYEE REGISTRATION Job Group Employee Management Employee Schedule Functions related to Initial Data Input- Employee registration, Employees using Revonu Restaurant will be registered here. A password will be given allowing the employees to control three functions. 1 Authorial control over approach to each function 2 Clock in/out & pay 3 Employee Information/List that uses POS Functions related to Item Sales Job Group Employees added under chosen Job Group (e.g. Owner, Manager, Cashier, etc.) This should not be confused with Security Level under Security Setting later explained. Unlike Security Level that already has a Level Name assigned, Job Group Name can be added/changed whenever. For each Job Group, POS Function Access, Pay Basis (Monthly, Hourly), and Pay Rate can be set up. Employee Management allows each worker to be set up separately. Settings from Employee Management will have priority over those of Job Group. Required Fields Job Group, Security Level 54 Terminologies Show All List Grid will also show employees who is under Hide. Security Level POS Function Access Authority divided into 7 parts No Access, Owner, Manager, Cashier, Server, Driver/Reception, User Access by Employee User Access by Employee User Access is selected when POS Function Access Authority is decided per employee. Pay Basis Either hourly or monthly can be selected Pay Rate In case of hourly pay rate, enter in hourly pay Holiday Pay Select type of Holiday work time (Double time, Overtime) to calculate Holiday pay Receive Tips Setup received extra tips

55 Hide In the case of Solution that uses Database, all activated Data cannot be erased of deleted. All unused Data can be set to Hide an alternate form of delete. Related Topics Employee Management Employee Schedule Payroll Security Employee Management Employees are registered. Name, Pay Information and setup of POS Function Access are possible. From the Grid screen, when the Job Group on the upper left hand side is pressed, list of employees will appear. When an employee is selected, the employee s information will appear. It divides into General, Security, Payroll, and Description tabs. Under the General Tab, registration will be possible only with Job Title and Last Name. However, to have control over the three aspects with an assigned password, all Edit Box must be filled in under Security Tab. Required Fields Job Title, Last Name Terminologies Job Title Select one Group created from Job Group Security Level Select one out of 7types of Security Level User PW Field that grants each employees a characteristic. From Settings, under Security all POS Function that allows Security Check can be used. Through the assigned password, the functions used can be recorded. 1 to 4 digits can be set as a password. Hired Date. Termination Date Employees start and end date Pay Basis, Pay Rate, Holiday Pay Field that is same as Job Group Form is referenced Related Topics Job Group Employee Schedule Payroll Security Employee Schedule 55

56 Sets up employees arrival/leaving time and Break time. Select the employee listed on the left hand side of the Employee Grid. From the Employee Schedule on the right hand side, assign the arrival/leaving time and date and press the Save button. To assign Break Time, select the date from the Employee Schedule Grid and do the same for Break Time. Through Pay Check box, pay and break time can be set. Related Topics Employee Management Payroll 56

57 CHAPTER 7. CUSTOMER REGISTRATION Customer Group Customer Management Membership List Customer Point History Here is where you create a membership for the customer. Besides their name and contact number, their Address, Membership Card Number, Address, Birthday, Anniversary, etc. can be entered in for service reasons. Customer Group To create a Group of certain customers, follow the steps from either Menu Category or Vender. Related Topics Customer Management Customer Management To register a Membership Card, locate the cursor of the mouse above the Edit Box located on the right in the Membership Card # screen and swipe the new Membership Card. Required Fields Member Group, Last Name Terminologies Membership Card # The Membership Card is registered by swiping the card. All registered customers will be using their personal ID. If the ID line is left blank, an 8 digit number will automatically be created for that card. Zip code If the entered in zip code is already registered in Zip Code Form (under Basic Setting and Other Setting), then City and State according that zip code will automatically be selected. Send DM / Send SMS / Send Mail To further manage customer accounts, Direct Mail, SMS, and can be sent. Employee in-charge Press the button on the right side of Edit Box to see list of employees. Press the Refresh button to set the value for Employee in-charge to default. 57 Related Topics Membership List

58 Membership List Can reference the list of all registered employees. Name, Group Information, Membership Point, Birthday, Wedding Anniversary, Count Visited, etc. can be searched for further management. Check an item and enter in the value. Press the Refresh button to see the appropriate list of customers according to the price entered in. To print, press the Press button. Related Topics Customer Management Customer Point History Membership points can optionally be saved up. From Settings Store, select the Membership Tab to assign Cash Ratio, Card Ratio under Point Accumulation Ratio. Point to be saved up is given by calculating the Ratios and the Sales Amount at the time of purchase. A purchase can be made using the Points saved up and be deducted from Point. With no regards to Sales, Point Value can be changed. In order to change Points, a reason must be stated under Note section. Press the New button and Adjust Point Form will appear. Here, select Add Points or Redeem Points and enterer in Point Amount and press the Save button. 58

59 CHAPTER 8. MENU ITEMS Building the Menu Adding Menu Category Adding Menu Item Add Menu Group onto Layout Screen Add Menu Item onto Layout Screen Removing the Menu How to Delete Menu Item from Layout Screen How to Delete Menu Item from Database Menu Management Additional Menu Category Information Input/ Additional Menu Item Additional Menu Group in Layout Screen Additional Menu Item in Menu Layout Screen To have the Menu Item appear on Screen, follow the following 4 steps: 1. Add Menu Category into Database 2. Add/ Input Menu Item into Database 3. Add Menu Group on Layout Screen 4. Add Menu Item on Layout Screen Adding Menu Category First, add the Fruit Category To add the Menu Category, from the main screen, run the Operation Management or press the Operation Management Icon from Revonu Restaurant. A window (Figure 1) will appear. Press the Basic Setting located on top of the screen and go to Menu Management. From there, add the Menu Category (as shown in Figure 2). 59

60 (Figure 1)Operation Management Screen (Figure 2)Menu Management Screen 60

61 Go to Basic Setting and click Menu Management. Click Menu Category a window will appear (as shown in Figure 3). Click the New button t to add a new Menu Category. As shown in Figure 4, enter name of Menu Category. Click Save. In this case, enter Fruit as the Category name and click Save. The new Category will be added on the left hand side of Menu Category. (Figure 3)Create New Menu Category Screen 1 (Figure 4)Create New Menu Category Screen 2 (Figure 5)Create New Menu Category Screen 3 61

62 Add New Menu Item Adding Menu Item Go to Basic Setting and click Menu Management to see window (Figure 1) appear. Click the New button. Enter information for the Menu Item. Click Save button to save the menu item. If the Save button does not appear, maximize the screen or adjust the screen to see the button. To save, fill in required fields highlighted in red. Add new Menu Item. Select added Menu Category. Check to see the added Menu Item in the Menu Category (as shown in Figure 2). In this case, Apple and Banana will be added as Menu Item. (Figure 1)Menu Management Screen 1111 (Figure 2)Added Menu Item Screen 62

63 Add Menu Group onto Layout Screen Adding Menu Group on the Layout Screen To add Menu Category, run the Operation Management from the main screen or click the Operation Management Icon. Window shown as Figure 1 will appear. Go to Basic Setting and click POS Screen Layout. Click POS Menu Button Manager button to add Menu Item onto Layout Screen. (Figure 1)Operation Management Screen (Figure 2)POS Screen Layout Screen 63

64 POS Menu Button Manager Screen (Figure 3.) Category can be set up from the left side, in the POS Group screen. POS Menu and Menu List located on right will assign the location of the Menu Item. Click an empty box within two columns to add the Menu Group. Window like Figure 4 will appear. If there are no empty boxes within two columns, click the >>> button to make second page of POS Group Page. In Figure 4, the left side shows the added Menu Group. The right side shows where it can be added or edited. Click the New button. Enter Fruit under Pos Menu. Click the Save button. POS Group will be added. (Figure 3)POS Menu Button Manager Main Screen (Figure 4)Add New POS GROUP Screen 64

65 Select the POS Group that will appear on Layout Screen. Click the Select button. As shown in Figure 5, the POS Group name will appear on the empty box selected previously. Added POS Group name can be moved by dragging the box. In this case, Menu Group called Fruit will be added on the empty box. Added icon can be checked on screen like Figure 6 and 7. Once finished, click the Save button. (Figure 5)Select POS GROUP Screen (Figure 6)Add New POS GROUP Screen (Figure 7)Menu Group Fruit added onto Layout Screen 65

66 Add Menu Item onto Layout Screen Adding Menu Items onto the Layout Screen To add Menu Category, run the Operation Management from the main screen or click the Operation Management Icon. Operation Management screen will appear (Figure 1). Go to Basic Setting and click POS Screen Layout. Click POS Menu Button Manager button to add Menu Item onto Layout Screen. (Figure 1)Operation Management Screen (Figure 2)POS Screen Layout Screen 66

67 POS Menu Button Manager Screen is like Figure 3. On the left side, Category can be set up in the POS Group screen. POS Menu and Menu List located on right will assign the location of the Menu Item. Select the POS GROUP box to see added Menu Item. From right side of Menu List screen, select Menu Category that Menu Item falls under. As shown in Figure 4, select Fruit Menu Category to see list of Menu Item previously added. (Figure 3)POS Menu Button Manager Main Screen (Figure 4)Selected Menu Category Screen 67

68 Drag the Menu Items listed in Figure 4 to empty boxes in POS Menu. Figure 5 shows the moved items. Once finished adding Menu items, click the Save button. Check to see it appears on Layout Screen as shown in Figure 6. Adding APPLE and BANANA onto Fruit Menu Category is completed. (Figure 5)Menu Item Added to POS Menu Screen (Figure 6) Menu Item added onto Layout Screen 68

69 Removing the Menu Delete Menu Item from Layout Screen Delete Menu Item from Database Ways to delete Menu Item from Layout and Database will be explained. Menu Item cannot be deleted from Database. It can be set to Hide or invisible. The following are the directions. How to Delete Menu Item from Layout Screen We will use the example of the APPLE Menu Item that was added onto the Layout Screen previously. To delete APPLE Menu Item from Layout Screen, run Operation Management, or click Operation Management icon from Revonu Restaurant. A window (as shown in Figure 1) will appear. As shown in Figure 2, go to Basic Setting located on top. From there, go to POS Screen Layout and click POS Menu Button Manager. (Figure 1)Operation Management Screen 69

70 (Figure 2)POS Screen Layout Screen From the Menu Group Manager window, select Menu Category (Figure 3) from POS GROUP located on left that has the Menu Item that will be deleted. As shown in Figure 4, drag the Menu Item to the Delete button. (Figure 3) Menu Group Manager Screen 1 70

71 (Figure 4) Menu Group Manager Screen 2 Once Menu Item is dragged to Delete button, a window (Figure 5) will appear confirmation with appear. To delete Menu Item from Layout Screen, click Yes. As shown in Figure 6, confirm it has been deleted. Click the Save button to save. As shown in Figure 7, APPLE Menu Item is deleted. (Figure 5)Delete Confirmation Screen 71

72 (Figure 6) Menu Group Manager Screen 3 (Figure 7)Deleted Menu Item Screen 72

73 How to Delete Menu Item from Database Deleting APPLE Menu Item from the Database. To delete Menu Item from Database, from the main screen, run the Operation Management or press the Operation Management Icon A window (Figure 1) will appear. Press the Basic Setting located on top of the screen and go to Menu Management. Through Menu Management button, Menu Item can be deleted. (Figure 1)Operation Management Screen (Figure 2)Menu Management Screen 73 Menu Management Screen will appear when Menu Management button is clicked. As shown in Figure 3, select Menu Category from the left side, the Menu Item falls under. Then select the Menu Item that is to be deleted.

74 As shown in Figure 3, check the Hide button and click on Save. As shown in Figure 4, from Menu Name screen, it can be seen that Menu Item has been deleted. As previously mentioned, to prevent errors from happening, the Menu Item cannot be permanently deleted. Use the Hide function to make it invisible. When the Menu Item needs to used again, check the Show All List located on lower middle. (Figure 3)Menu Management Screen 1 (Figure 4)Menu Management Screen 2 74

75 CHAPTER 9. KITCHEN MEMO Create Kitchen Memo Button Using Kitchen Memo The following is instruction on how to use the kitchen memo when placing orders. Creating Kitchen Memo Button From Operation Management, go to Basic Setting and click on Menu Management. Then select Kitchen Memo. As shown in Figure 1, because buttons have not been created, there are no lists. Once the Memo button is created, it can be connected to Menu Item. For an example, when ordering a hamburger, if Rare, Medium, or Well-done specific buttons can be created. There will be no need to connect Hamburger Meat buttons with Menu Items. The Menu Item buttons made by Menu Item and user can be seen in Figure 1. From a screen similar to that of Figure 1, it will allow Category to be made and Items can be made. (Figure 1) Create/Connect Kitchen Memo Window In the box located on top right, there is an Add button. Underneath is a Combo Box. The Combo Box will have all selected items. Open the Combo Box to see Categories made by user. Currently, there has been no Category made. Select All from Combo Box and click the Add button and a window prompting to make a new Category will appear. Let s consider making a Category called Spicy. Select All in the Combo Box and click the Add button. Kitchen Memo Group screen (Figure 2) will appear. 75

76 (Figure 2) New Category Window To make a Category, click the New button. Enter Spicy in the Kitchen Memo Group text line. Click Save. Then check to see that Category Spicy is added in the Combo Box. (Figure 3) Category Spicy Created Screen 76

77 To make Memo Buttons within Category, select wanted Category in Combo Box. Then click the Add button. As shown in Figure 4, it shows the same window as Figure 2. Create Category Screen and Create Memo Button Screen are similar in appearance and its process. Memo Buttons for Mild, Hot, and Very Hot are created. (Figure 4) 3 New Memo Button Created (Figure 5) Connection with Item Select Category within Combo Box to see Memo buttons. Check the Check Box of a Memo button where a menu will be entered. Click the arrow pointed up button to connect Menu Item to Menu Buttons. 77

78 Using Kitchen Memo Orders will be taken from Dine-In. After selecting previously selected Menu Item, press the Kitchen Memo on the right (as shown in Figure 6). From the Kitchen, the Memo will be printed out. (Figure 6) Memo Buttons If a specific Memo note needs to be typed, click the Input Memo button (shown in Figure 6) and type the memo. 78

79 CHAPTER 10. SECURITY Changing Security Setup Directions on setting up Passwords for each separate Menu Item are explained. Changing Security Setup Go into Operation Management. Go to Settings and click on Security. (Figure 1) Security Screen 1 Select Use Security Function by Tasks Tab to check entire list (Figure 2) Security Screen 2 Check only the ones where you want to be asked for the Password 79

80 (Figure 3) Security Screen 3 It is strongly recommended that for security reasons the sections below maintain their security password requirements. <Recall, Refund, Cash In/Out, Business Open and Close, Show Settlement Report when Cashier Out, Cash Drawer, Access Settlement Report, Access Back Office, Time Card Edit> 80