Server Manual. Document version 1.0. Copyright Posera Page 1

Transcription

1 Server Manual Document version 1.0 Copyright Posera Page 1

2 Contents Clock In... 4 Clock Out... 7 Change Job Skill... 8 Printing a Time Card Entering Your Information Navigating the Menu How to use Modifiers Moving to another table on order screen Separating checks Using Redistribution for Guest Checks Item Discounts Taking Payment Closing Out to a Credit Card Adding a TIP to a Credit Card Modifying Payment Tender Personal Reading Item transfers Table Transfers Server Transfers Copyright Posera Page 2

3 Copyright Posera Page 3

4 Clock In Biometrics: Touch Punch Clock and scan finger Maitre D card: Touch Punch Clock and swipe card No Device: Enter POS # and touch Punch Clock A screen with your name and your last punch will appear, select OK to continue. Copyright Posera Page 4

5 Select Clock In/Out If you have more than one job skill you will need to select the appropriate skill, if not, the system will automatically select your job skill Copyright Posera Page 5

6 Select Ok To Clock In Copyright Posera Page 6

7 Clock Out Biometrics: Touch Punch Clock and scan finger Maitre D card: Touch Punch Clock and swipe card No Device: Enter POS # and touch Punch Clock A screen with your name and your last punch will appear, select OK to continue. Select Clock In/Out Select OK to clock out Copyright Posera Page 7

8 Change Job Skill Enter your Cashier number and touch Punch Clock A screen with your name and your last punch will appear, select OK to continue Select Switch Job Skill Select new job skill Select OK to change skill Copyright Posera Page 8

9 You will now have clocked out of your first job skill and clocked in with the new job skill Copyright Posera Page 9

10 Printing a Time Card Enter your Server number and touch Punch Clock A screen with your name and your last punch will appear, select OK to continue Select Weekly Time Card Select Print Copyright Posera Page 10

11 Entering Your Information Opening a Table: Enter your Server # and touch ENTER Enter the Table # and touch your Server function: Copyright Posera Page 11

12 If prompted enter the # of customers: Copyright Posera Page 12

13 Navigating the Menu Placing your order Touch the items to order There a few different ways to navigate the menu: Some buttons are items: These may have prompt lists: Copyright Posera Page 13

14 Some are lists of items if these are fixed you may need to touch exit Some are screens that take you to other menu areas: Copyright Posera Page 14

15 How to use Modifiers Some of the items are set up as Revenue items They may have their own pop up list of modifiers Some of the items on the screens may be modifiers and cannot be ordered on their own You may have a key called Item Remark or Remark that will allow you to type in your own modification to the kitchen Copyright Posera Page 15

16 You can use the less/void key to replace a modifier and the add/reorder key to increase the revenue item that will include the modifiers The FUNCTION keys surround the menu items & may vary depending on your setup NOTE: If the key is grey (Up) it is not available. If it is white or dark (Less) then it can be used. The CMD button will take you to more functions that are available, but may not be on the screen. Copyright Posera Page 16

17 Moving to another table on order screen The TABLE key will allow you to access another Table without leaving the order screen. NOTE: When you use the TABLE key it will automatically SEND items that are currently on the screen. If you enter the table # you are currently on it will act like a SEND key you can order drinks on your table and send them to the bar while you input the food order. Use the SEND key to fire items to the kitchen and bar printers Copyright Posera Page 17

18 Separating checks Many guests request separate checks on either tabs or tables. This can be done either at the initial order or before presenting the guest with the check. Ordering by customer (separating at the initial order) From your order screen select Customer #1 s order and touch NEXT This will take you to the next customer continue the order for all customers. NOTE: The PREVIOUS key will take you back to the previous customer for review. Copyright Posera Page 18

19 Touch SEND at the end of the last customer s order this will send everything on the table. Separating checks before printing the check This can also be used to move items from person to person to correct mistakes. (You can also review the order before sending to the kitchen if ordering by customer in the previous example.) From the order screen touch STATUS Touch the items and touch the column of the customer you want to move the items to: Touch TRANSFER to save Copyright Posera Page 19

20 Printing separate checks After all the items have been separated to the correct customers you can print the check. You can choose to Print the Current Customer on the Order screen or Print All Customers. If you select Print All the system will prompt you to select the number of checks Copyright Posera Page 20

21 It will show you the breakdown on the settlement touch OK It will give you the option to PRINT ALL or If you touch PRINT CHECK it will print the check and then advance to the next check and you can print individual checks in the case that one person is leaving and the rest of the table is going to remain. You can use the EXIT key to skip printing. Copyright Posera Page 21

22 Using Redistribution for Guest Checks The REDISTRIBUTION function is the simplest way to deal with tables with multiple checks on them. For example: a table has 2 guests who have requested separate checks, but decide to pay all together or vice versa. The REDISTRIBUTION key will be either on your screen as a function key, or under the CMD key. In the previous example we had 2 separate checks. Now the guests have decided to just pay all together on one check. Log on and open the table Copyright Posera Page 22

23 Select Redistribution The system will prompt you for the # of checks Copyright Posera Page 23

24 You can print the check and have the options to show totals by customer. Because you have used the REDISTRIBUTION function if the party changed their minds you can reverse and go back to 3 customers the system will remember what each customer had. Copyright Posera Page 24

25 Item Discounts Discounts depending on how they have been set up can be applied to an individual item or to the total of the check. They can be automatic (happy hour for example) or can be manually applied by either the bartender or manager. Applying discounts can also be dependent on your access rights which are determined by your management. Usually discounts are applied after all items have been added to the check and the customer is ready to pay for their service. If a discount is applicable it will appear when you print the check: Access your TABLE and touch PRINT: Copyright Posera Page 25

26 Here you will see the discounts on the right: Item discounts, depending on how they are set up, may prompt to the status screen for item choice: Copyright Posera Page 26

27 Print the check since it is based on an item you may add to the check without having to re-apply the coupon promotion. Copyright Posera Page 27

28 Taking Payment Once you have applied any discounts you can now close the order with a form of payment Using the CASH key will prompt you to enter the amount received. Most systems are set up to calculate your change due. Copyright Posera Page 28

29 Closing Out to a Credit Card SWIPE the Credit Card when you have finished ringing up the items Maitre D will recognize the card type Note: If the magnetic strip doesn t read you can enter the information (Card # & expiration date manually). ENTER to automatically charge the entire sale to one credit card. Note: This is only possible if you have integrated card processing SPLIT TENDER: If the customer is paying with 2 or more cards or a mix of card & cash, enter the amount for the first card and continue with the next form of payment. IF cash is a form of payment, enter that first and continue with credit card(s). Copyright Posera Page 29

30 Adding a TIP to a Credit Card Swipe your employee card or return to the Function selection screen (The Initial Welcome Screen) At the TABLE# prompt enter the LAST 4 DIGITS of the Check# and select the CLOSE key OR you can touch CLOSE and choose the CC Authorization from the display Copyright Posera Page 30

31 Touch the CC Authorization. Touch the green box or FINALIZATION below: A number keypad will appear - enter the TOTAL amount INCLUDING the tip and touch ENTER A verification screen will appear. Touch OK. Copyright Posera Page 31

32 Modifying Tip Amount: You have to access the tip modification screen by entering the last 4 digits of the check at the Table prompt (there will be NO box since a tip has already been entered) and Touch CLOSE: Touch the Red Finalization Box Touch Modify Tip Amount and enter modified TOTAL. Copyright Posera Page 32

33 A new verification screen will appear select OK. Copyright Posera Page 33

34 Modifying Payment Tender You can modify a form of payment as long as you have the last 4 digits of the guest check. Modifying a Credit Card BEFORE finalizing with a TIP (this assumes that the customer is still present and a mistake was made before they left) At the TABLE NUMBER screen enter the last 4 digits of the order number on the check and hit CLOSE on the lower left corner. Touch Modify and select a new form of payment. Voiding a credit card with a Tip already finalized Click on the square so you can void the transaction Copyright Posera Page 34

35 Click on VOID CCA STATUS Note: Voiding a credit card cca status will release the card, if you still need the credit card information, make sure the client is still on site. If they aren t you wull have no way of retrieving the credit card information. Changing from Credit to Cash Copyright Posera Page 35

36 Click on MODIFY and choose CASH Modifying a cash transaction: Follow steps from above select MODIFY Copyright Posera Page 36

37 Select New Form of Payment and process as normal. Copyright Posera Page 37

38 Personal Reading At the end of your shift you will need to take a personal reading to reconcile your day and see your sales information. Before taking your reading you must close all open checks and finalize your tips. From the Log-on Screen touch enter your server # and touch Reading: If you have any open tables, checks or credit card authorizations they will appear: Copyright Posera Page 38

39 Close all tables, checks or cc authorizations as instructed in other tutorials. Once they are closed, your financial information will be displayed. The net deposit line total represents Cash minus the tips total amount. In this example we can calculate that the total cash amount taken was $ Touch OK to Print the financial report. The printed version will show more detail in all of the areas on the screen. Copyright Posera Page 39

40 Item transfers Depending on how your system is set up you can transfer an item from one table to another Example: You put an item on the wrong table and need to move it to the appropriate table Open the Table with the wrong item on it and touch STATUS: Enter the Table you need to transfer it to and the customer at the prompts Copyright Posera Page 40

41 Table Transfers Depending on how your system is set up you can transfer one table to another Examples: The customers are unhappy where they are sitting The wrong table # was put in and items ordered Log on with your Server # and touch FUNCTION at the log on screen Touch TABLE TRANSFER Copyright Posera Page 41

42 Enter the OLD TABLE # Enter the NEW TABLE # Copyright Posera Page 42

43 Server Transfers Depending on how your system is set up you can use the Server Transfer function. As a server you can transfer (take) a table from another server. You cannot transfer (give) a table to another server. Example: A server is going off shift and you are taking over their section. Log on with your Server # and touch FUNCTION at the log on screen Touch SERVER TRANSFER Copyright Posera Page 43

44 Enter the TABLE# you are transferring to yourself Copyright Posera Page 44