VISIT:

Transcription

1 Welcome TO VISIT:

2 Please use this page to record important details about TouchBistro and your hardware. Notes: Wi-Fi Name: AirPort Name: AirPort Password: Thermal Printer IP Address: Impact Printer IP Address: Admin Passcode: (default is 1234) Manager Passcode(s): Staff Passcodes(s): Restaurant Account Name: Restaurant Account Password: Keep this page with your IDs and passcodes handy but secure. For example, keep it under your cash drawer tray.

3 Get Started with Your TouchBistro Restaurant POS Thank you for choosing TouchBistro. Follow this quick start guide to connect and configure your hardware to operate with TouchBistro. If you prefer to access an online version of this document with live links to supplementary material as well as a video tutorial of these steps, visit If you also have signed on with an integrated payment processor, consult the links at the OneBox page for information on how to configure your payment processor after setting up TouchBistro. It s important to follow this Quick Start Guide step by step in the order presented. Do not skip any steps or jump ahead. Step Step Step Step Step Step Step Remove Items from Package Prepare ipad & TouchBistro for Setup Setup Your AirPort Extreme Setup Your Printer(s) Setup Your Cash Drawer Configure Key Areas of TouchBistro You re Ready to Go! Copyright Information Copyright 2015 TouchBistro. This document is provided as is and does not provide you with any legal rights to any TouchBistro product. You may reproduce this document for your internal reference purposes. You may cite short passages for review or educational purpose as long as appropriate credit is given.

4 STEP 1 Remove Items from Package Box In your box you will find: 1 ipad Air 1 Lightning power cable and adapter 1 AirPort Extreme router 1 Power cable 1 Cash drawer 1 RJ12 cash drawer cable (attached to the white cash drawer, separate inclusion with the black cash drawer) 1 Thermal receipt printer Model: Star Micronics TSP143 LAN (Specific model # found on box and under printer) 1 CAT5 Ethernet (3 ft / 1 m) cable included 1 Power cable 1 Sampler roll of paper (please purchase sufficient stock before opening restaurant or venue) Depending on bundle type ordered you may also have: 1 Impact kitchen printer Model: Star Micronics Star SP742 LAN (Specific model # found on box and under printer) 1 Power cable 1 Sampler roll of paper (please purchase sufficient stock before opening restaurant or venue) 1 Printer ribbon Note: Before you proceed with your impact kitchen printer set up, purchase a CAT5 Ethernet cable long enough to reach your kitchen printer s location need. You may, alternatively, purchase a shorter cable for set up purposes and then relocate your impact printer and acquire the proper length cable later. 1 ipad Air Cash drawer Impact kitchen printer AirPort Extreme router Thermal receipt printer OneBox Items

5 STEP 2 Prepare ipad and TouchBistro for Setup You will need to connect your ipad to Wi-Fi and the Internet for Step 2 to download the TouchBistro and AirPort Utility apps. Setup Your ipad and Business s Apple ID 1. Power on your ipad and set it up as a new ipad. 2. Create an Apple ID specifically for your business. Create an Apple ID at Note: It s recommended you not use your personal Apple ID or the Apple ID of an employee. Using a personal Apple ID exposes your personal activity to other users of the ipad. As well, it does not allow you to transfer your ID to a business partner. Download and Setup TouchBistro 4. Download the TouchBistro point of sale system app from the Apple App Store. Note: Do not download the TouchBistro Kitchen Display or Customer Facing Display app. 5. Open TouchBistro: Tap Setup New Restaurant. Tap New Restaurant. Accept the Terms of Service. 7. Tap Register and Register again. Accept the Terms of Service. 8. Enter an account name, password, and accurate contact details for TouchBistro s billing department. We suggest the Account Name uses your restaurant name, all one word with no capitals. 9. Tap Register Now and follow the on-screen prompts. Install AirPort Utility on Your ipad Complete Your Restaurant Profile. 6. Complete your restaurant profile. Tap Create Restaurant. 3. Visit the Apple App Store. Search for the app AirPort Utility. Download it. This is a free utility. Note: Write down that your default Admin Code is Write down the Account Name and Password that you created. You can use the inside cover page to record information you need to retain and reference in the future. 2

6 STEP 3 Setup Your AirPort Extreme and ipad Power Up 1. Plug the power cable into your AirPort Extreme and plug it into an electrical socket. 2. On the front of the AirPort Extreme, ensure it has an orange light. Enable Wi-Fi and Connect to Your AirPort Extreme 1. Open your ipad s Settings Wi-Fi screen. If Wi-Fi is not enabled, enable it. 2. If you are connected to another Wi-Fi network, tap the Information icon next to the connected network and forget the network Look for your AirPort Extreme under Set Up New Airport Base Station. It may take a minute or two for your ipad to locate your new Airport Extreme. When it appears, tap it. Your ipad will take a minute or two to gather information. NOTE: If you are already using an Airport Extreme or Express at your venue, the new Airport Extreme will prompt you to join the network. Do not join the network. 4. Next to Network, enter a new network name. Note: We suggest you name your network and device after your venue with TB at the end. 5. Enter your network password and verify. Your password must be at least 8 characters. 6. Tap Next. 7. Save the password. 8. Ignore the warning about waiting for an Ethernet cable to be plugged in. Tap Next. 9. Ignore the warning about no Internet connection. Tap Continue Anyway. 10. When prompted to send diagnostic information, tap Don t Send and tap Next. 11. Wait until your ipad prompts you Setup Complete. Tap Done. Configure Your AirPort Extreme 1. Access the AirPort Utility app on your ipad. Wait until your AirPort Utility auto detects your AirPort Extreme. It could take a minute or two for AirPort Utility to find your AirPort. 2. Wait until you get an orange indicator under the Airport Extreme icon and then tap the icon. 3. Tap Status Messages.

7 4. Swipe to ignore the first message. 5. AirPort Utility will report it s updating your router. It takes a minute or two for the router to update itself. 6. Wait until you re returned to the details menu. You will see you have 2 remaining status messages to deal with. Tap Status Messages again. 7. The first message you ignored will be at the bottom. Now slide to ignore the message at the top. 8. Again AirPort Utility will take a minute or two to update your Airport Extreme. 9. After updating, you will see you have one remaining status message to deal with. Tap Status Messages again. 10. The first message and second you ignored will be at the bottom. Now slide to ignore the message at top. 11. Again AirPort Utility will take a minute or two to update and then return you to the details menu with no status messages waiting. 12. Ensure you have a green light on your AirPort Extreme (both the hardware and a green indicator on AirPort Utility). This could take a minute or two. When you get both green indicators, you have now established a Wi-Fi connection between your ipad and the AirPort Extreme. Connect Your AirPort Extreme to the Internet (Mandatory for Integrated Payment Processing and Cloud Reporting) 1. If you have signed up with an integrated payment processor, you need to have Internet access. You can now connect your AirPort Extreme to the modem provided by your Internet service provider. Connect your Airport Extreme to the modem by running an Ethernet cable between your AirPort s WAN port (the port on the bottom of the Airport) and the WAN port on the modem provided by your ISP. For more information on setting up an integrated payment processor, see TouchBistro.com/OneBox. Note: Do not try to setup your payment processor at this time. Wait until step 6. STEP 4 Setup Your Printer(s) Thermal Receipt Printer Hardware Setup 1. Plug in your thermal receipt printer and load it with paper (don t forget to close the lid after loading it with paper): 4

8 6. T ap Receipt. (If you re repeating this step Plug in your printer s power cord into the back of the printer and then into an electrical socket. to set up your kitchen printer, tap Kitchen this time.) Do not turn your printer on yet. 7. In the Printer IP field, enter Connect your thermal receipt printer P lug the Ethernet cable provided with the printer into the Ethernet port on your printer. Plug your Ethernet cable into your AirPort Extreme. Plug it into the port with double arrows. Do not plug it into the WAN port. That port is used to connect to your Internet modem. 4. I gnore the first print out. The second print out has the printer s IP address. Keep this paper handy. You will need it shortly. Setup Your Thermal Receipt Printer in TouchBistro Note: If you add an additional printer later, increment the final portion of the IP address by 1 for the new printer. For example, if later you add a kitchen printer, enter for the kitchen printer. It s important to not duplicate an IP address or enter an IP address less than Tap your ipad s Home button and launch TouchBistro. 2. Login as an admin (your passcode is 1234). 3. Tap Admin in the top right. 4. Tap Admin Settings. 5. Tap Printers & KDS. 3. Get your thermal printer s current IP: H old down the printer s feed button and then power it on. Keep the feed button depressed until you hear your printer make a noise. Release the feed button. It prints two papers U nder Printer Model, ensure your printer is selected, that is a checkmark appears next to it. If you are setting up your receipt printer, the default selection Star Micronics Thermal (TSP113L/TSP143L/TSP600 II) is the correct selection. You can leave this as selected. Note: If you re repeating these steps to setup your kitchen impact printer, select Star Micronics Impact Epson Mode.

9 9. Tap Program Printer. 10. In the Current IP field, enter the IP from the printer print out (found under Current IP Parameters Status). Only enter the number portion. Do not enter (DHCP) or (STATIC). Connect Your Kitchen Impact Printer (if applicable) 1. If you have a kitchen impact printer, repeat the steps you followed in Step 4 setting up your thermal printer. Your impact printer also needs some additional changes to the physical hardware, changing a dip switch to put it into Epson mode. For this procedure see TouchBistro.com/OneBox for help in setting up your impact printer for Epson mode. STEP 5 Setup Your Cash Drawer 1. Your cash drawer may already have the RJ12 cable plugged into the cash drawer port. If not, plug the end labeled CASH DRAWER into the cash drawer port on the back of the cash. You might also need to remove the back cover with a screwdriver to access the cash drawer port. STEP 6 Configure Key Areas of TouchBistro Your hardware set up is now complete. Launch TouchBistro and access the TouchBistro Admin Settings (see step Step 4 for how to access the Admin Settings page). You can set up your restaurant via the admin section. Step 6 gives you a brief overview of key areas you should set up. Visit TouchBistro.com/OneBox and read the Admin Guide for full information on how to set up your Admin section. Setup Your Menu 1. From the Admin section, tap Menu. 11. Tap Begin Setup. 12. Tap Ok and Close. 13. Wait until the light on the printer goes green. 14. Tap Print Test Page. Ensure a test print out comes out of the printer. Tap Done. 2. Plug the other end of the RJ12 cable into the thermal receipt printer s port. Double check the cable end is labeled PRINTER. Note: Use the provided RJ12 cable for your cash drawer. Do not confuse it for a standard phone cable or Ethernet cable. 2. Set up Taxes. 3. Setup Menu Categories and then add actual menu items to your categories. 6

10 4. You can optionally add Item Modifications. Item Modifications are ways customers can modify menu items (for example: extra cheese or sauce on the side ). 3. I f you have other staff members that need their own access and passcode, add additional staff accounts. Setup Your Floor Plan Note: If you have menu items that don t fit into a food or alcohol category, you can add additional Sales Categories. If your jurisdiction requires a special alcohol tax, ensure your Menu Categories (Beer, Wine, etc.) are set to the Alcohol Sales Category. Customize Your Chits/Tickets/ Guest Checks You can customize your kitchen chits/tickets and guest checks by tapping Bill & Chit. 1. Tap Floorplan and then Edit Floorplan. Setup Your Staff 1. Tap Staff. 2. Create your venue s floor plan or floor plans. Add sections. Setup Integrated Payment Processor 1. If you are using an integrated payment processor, tap Payment Gateways. 2. Tap the icon to add one or more Staff profiles for sales (counter or tableside) and a Manager profile for managerial duties like end of day, void approvals, and closing out your end of day. Note: Don t use the Admin profile except when you need access to the Admin section to make changes to TouchBistro. Do not use your Admin or Manager profile for sales (tableside or counter mode). 7 Note: Consult documentation and welcome s from your payment processor. These will contain information on your merchant IDs, passwords, and other security tokens. Then visit for separate documentation on how to enter your merchant credentials in TouchBistro as well as how to configure card reader hardware to work with

11 TouchBistro. Your integrated payment processing hardware will require a connection between your AirPort Extreme router and your Internet modem. Setup Taxes, Voids and AutoGrats 1. Revisit your Menu settings page. Here you can set up taxes, permissible void reasons, discounts, and how you handle tipping. Support & Training TouchBistro provides a full range of user guides, tutorials, and in-depth set up help at its Support & Training page. Visit TouchBistro.com/help. If you have any questions, click the Support button to create a support ticket. TouchBistro is committed to responding within 24 hours for all support tickets. You can also support at support@touchbistro.com. Cloud Reporting Review Advanced Settings 1. Tap Advanced. Review if the defaults are appropriate to your venue. Also don t forget to visit Cloud.TouchBistro.com and view your cloud reporting features. To log in, use the Restaurant Account Name and Restaurant Account Password you noted down in Step 2. STEP 7 You re Ready to Go! You re done. Do some dry runs with TouchBistro and your hardware before going live. Log in again as Admin if you need to add or change any details. 8

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