Aldelo Touch Kitchen Display Server User Manual. PUBLISHED BY Aldelo, LP 6800 Koll Center Parkway, Suite 310 Pleasanton, CA 94566

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3 Aldelo Touch Kitchen Display Server User Manual 3 PUBLISHED BY Aldelo, LP 6800 Koll Center Parkway, Suite 310 Pleasanton, CA Copyright by Aldelo, LP. All rights reserved. No Part of the contents of this book may be reproduced or transmitted in any form or by any means whatsoever without the express written permissions of the publisher. This manual is available through Aldelo, LP and resellers worldwide. Please contact Aldelo, LP or visit our website at for more information. Send comments about this manual to support@aldelo.com. Aldelo is the registered trademark of Aldelo, LP. Other products or company names mentioned herein may be the trademarks of their respective owners. The example companies, organizations, products, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, logo, person, place, or event is intended or should be inferred. For the sake of simplicity, all gender references are written only in the masculine. Any references to the masculine gender should be interpreted to include the feminine gender as well and vice versa, wherever applicable.

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5 PART 1 SETUP... 7 Introduction... 9 Description... 9 Assumptions... 9 Chapter 1 Requirements Software Requirements Hardware Requirements Chapter 2 Setup Software Installation and Setup Microsoft.NET Framework Installation of the Aldelo Touch KDS End Point Service Software Hardware Installation and Setup Aldelo Touch KDS EP Client Part Services Install Service Stop Service Start Service Uninstall Service Add Http Reservation Remove Http Reservation Configuration TouchKDS Service End Point Port TouchKDS Service End Point Uses Https Enable Logging Test Connection Settings on the KDS Apple ipad Devices Aldelo Touch KDS EP Client Part Stations Load Clear Grids Station Actions Delete Delete All Recipes Load Clear Grids Recipe Actions New Check Recipe Name Recipe Image Add Recipe Detail Delete Orders Order List Order Item List Load Clear Grids Order Actions New Count Color Selection

6 6 Add Order Void Delete All Item Actions Add Void Exit Chapter 3 Integrating Aldelo Touch Kitchen Display Server with XERA POS XERA POS Manager Application Settings Company Tab Settings POS Tab Settings Settings on the Host Computer upon which XERA POS and the Aldelo Touch KDS Client Software are both Installed Settings on the Remaining Computers upon which XERA POS is Installed Chapter 4 Integrating Aldelo Touch Kitchen Display Server with Aldelo Touch POS Aldelo POS Cloud Settings Company Tab Settings POS Tab Settings PART 2 OPERATIONS Chapter 5 Software & Hardware Operation Aldelo Touch POS Operation with the Aldelo Touch Kitchen Display Server Hardware Operation Bump History Un-Bump Back Setting Demo Mode Enable Demo Mode Restore Demo Data De-Activate Disable Demo Mode Touch KDS Server URL User KDS Display Mode KDS Station Number KDS Display Layout Alert When Timer Exceeds (Minutes) Data Fetch Frequency (Seconds) Sync Recipe Data Done Screen Elements Notes... 77

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9 Introduction 9 Description In a restaurant, kitchen displays are used to communicate the customer orders to the kitchen staff for preparation. As the wait staff places the customer orders on the point-of-sale (POS) system, the orders are sent directly to the kitchen where they appear on monitors at the appropriate menu item preparation stations. The orders display in a first-in/first-out fashion in individual blocks on these monitors. The kitchen staff employee at each station is then responsible for preparing the menu item orders sent to his station. Once the preparation of the menu items on the customer order is finished, the order is marked as complete and removed (or bumped ) from the kitchen display screen. As each order is bumped from the screen, the remaining orders each move up one position on the screen and additional orders that were not able to be displayed due to the limitation of the available screen space are displayed at the end of the list of orders. The Aldelo Touch Kitchen Display Server software runs on Apple ipad devices that are placed at your various menu item preparation stations. It facilitates communication between those devices and your point-of-sale (POS) devices running the Aldelo Touch POS software. As your wait staff enters customer orders into their Aldelo Touch POS ipad devices, the orders are transmitted wirelessly to the Aldelo Touch Kitchen Display Server ipad devices and are placed in a virtual queue for preparation by your kitchen staff. Each order appears in an individual block on the ipad screen. The information displayed includes the order number, the order type, the employee who entered the order, the menu items and quantity of each ordered, and the elapsed time since the order was placed. This information is updated through the Aldelo Touch POS software. Upon completion of the order, the kitchen staff member bumps the order from the screen. An on-screen bump button is provided on each order displayed on the ipad kitchen display device screen to allow the kitchen staff member a minimum amount of control over what is visible on the screen. This manual is intended as a guide to performing the initial setup and operation of the Aldelo Touch Kitchen Display Server software with Aldelo Touch. Assumptions For the purposes of the installation and integration of these systems, certain assumptions are made as to your existing level of preparation. It is assumed that you have already downloaded the most recent version of the Aldelo Touch Kitchen Display Server software from the Apple App Store and installed it on all of your ipad kitchen display devices. It is further assumed that you have the following necessary hardware and software: One or more Apple ipad devices running the Aldelo Touch Kitchen Display Server (KDS) software to be used as kitchen display devices for displaying the entered orders to the kitchen staff A point-of-sale system and server computer running XERA POS An Ethernet capable router/access point with wireless capability that has the capacity to interconnect all of the hardware listed above The latest version of Aldelo End Point Services (EPS) custom installed to include the KDS LC End Point option Please see the following chapter (titled Requirements ) for additional information about the software and hardware required to setup the system.

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11 Chapter 1 Requirements 11 Software Requirements The Aldelo Touch Kitchen Display Server (KDS) software drives the display of menu items and modifiers on each Apple ipad device that is being used as a kitchen display monitor. Aldelo has developed an interface between XERA POS and the Aldelo Touch KDS software, and between Aldelo Touch POS and the Aldelo Touch KDS software, that communicates wirelessly via TCP/IP. You must install the Aldelo Touch KDS software on each of your Apple ipad devices that is being used as a kitchen display monitor. Download the software from the Apple App Store and install it on your ipad devices following the same installation procedure as you would with any application downloaded from the App Store. In addition to the above, you must be running XERA POS or Aldelo Touch POS as your point-of-sale system so that the Aldelo Touch KDS software may communicate with it. Hardware Requirements Several hardware devices are required to run the kitchen display system.

12 12 An Apple ipad device is required at each kitchen preparation station where you wish to allow your staff to view the menu item orders that have been placed by your wait staff (See Figure 1-1). Figure 1-1 Additionally, a fully functional installation of XERA POS or Aldelo Touch POS must be running so that the Aldelo Touch KDS software may communicate with it. The hardware requirements for XERA POS and Aldelo Touch POS may vary according to your restaurant s type, size, and level of service. For information on the installation and operation of these two POS (point-of-sale) systems, please see the XERA POS User Manual and the XERA POS Manager Manual, or the Aldelo Touch User Manual.

13 Chapter 2 Setup 13 Software Installation and Setup The Aldelo Touch Kitchen Display Server requires the installation and setup of the Aldelo Touch Kitchen Display Server (KDS) software. This Aldelo software may be obtained from the Apple App Store. Microsoft.NET Framework 4.6 The Microsoft.NET Framework is a managed environment for the next generation of applications running on Microsoft Windows platforms. The components of the Aldelo Touch KDS End Point Service software are built entirely on the.net Framework. There are currently several.net Framework libraries. The Aldelo Touch KDS End Point Service software requires the.net Framework 4.6 version. You may install multiple versions of these frameworks on the same system at the same time. It is also important to keep up with the latest.net Framework service updates. As an installer, administrator, or user of the Aldelo Touch KDS End Point Service software, you do not need to understand the inner workings of the.net Framework. The only requirement is to ensure that the.net Framework is installed in the supported Windows operating system. Installation of the Aldelo Touch KDS End Point Service Software Install the Aldelo Touch KDS End Point Service software on any machine on the network, but preferably the server computer. The installation is straightforward and consistent with that of other products from Aldelo, LP. To begin the installation, load the Aldelo EPS installation file (AldeloTouchKDSEP10.exe) onto the computer onto which you wish to install it. Navigate to the location of the file on your computer and double-click it. The User Account Control window appears. Click the Yes button to continue.

14 14 As the installation is preparing to begin, the Preparing to Install window displays (See Figure 2-1). Figure 2-1

15 15 When the InstallShield Wizard screen displays, click the Next button (See Figure 2-2). Figure 2-2

16 16 The following screen displays the End-User License Agreement ( EULA ). Read the EULA carefully. Agreeing to the terms of the EULA creates a legal agreement between you and Aldelo, LP. Accept the terms of the agreement and click the Next button (See Figure 2-3). Figure 2-3 Please note that you must agree to the terms of the EULA or you cannot proceed with the installation.

17 On the following screen, click the Next button to install the Aldelo Touch KDS End Point Service to the default folder. If you wish to change the installation folder, click the Change button, navigate to your desired folder, and then click the OK button. Click the Next button when finished to continue (See Figure 2-4). 17 Figure 2-4

18 18 The Ready to Install the Program screen summarizes all of the installation options you selected. Check this information for accuracy. Once you are satisfied that it is correct, click the Install button to begin the software installation (See Figure 2-5). Figure 2-5

19 19 As the installation proceeds, the progress screen displays (See Figure 2-6). Figure 2-6

20 20 Upon completion, the InstallShield Wizard Completed screen indicates that the installation was successful. Click the Finish button to exit the installation procedure and return to your desktop (See Figure 2-7). Figure 2-7

21 21 A check of your Start Menu reveals that Aldelo Touch KDS EP has been installed successfully and added to your Start Menu. Click on the Aldelo Touch KDS EP menu item (See Figure 2-8). Figure 2-8

22 22 The Aldelo Touch KDS EP Client has been installed successfully (See Figure 2-9). Figure 2-9 Hardware Installation and Setup The hardware required to setup the Aldelo Touch Kitchen Display Server system includes the server computer on which XERA POS is installed and operating, the Ethernet router/access point with wireless capability, and your Apple ipad devices. Make sure you have downloaded from the Apple App Store and installed on each of your ipad devices the Aldelo Touch Kitchen Display Server software. Install it as you would any other software obtained from the App Store.

23 23 Aldelo Touch KDS EP Client Part 1 The settings in this section for the Aldelo Touch KDS EP Client software must be completed before the settings on each of your Apple ipad devices that are used as kitchen display devices. Once you have completed these settings, perform the settings on your ipad devices. When that is complete, return to the Aldelo Touch KDS EP Client software and continue with the section titled Aldelo Touch KDS EP Client Part 2, later in this chapter. After you have completed the installation of the software components of the system, launch the Aldelo Touch KDS EP Client software from your computer s Start Menu by navigating to Start > All Apps > Aldelo Touch KDS EP to display the Aldelo Touch KDS EP Client menu item. Right-click on the menu item, select More, and then click on the Run as Administrator option to display the Aldelo Touch KDS screen. Services From the buttons at the bottom of this screen, click the Services button to display the available service management options.

24 24 Install Service Click the Install Service button to install and start the service on the computer (See Figure 2-10). Figure 2-10 Stop Service Click the Stop Service button anytime the service is running and you wish to stop it. Start Service Click the Start Service button anytime the service is stopped and you wish to start it. Uninstall Service Click the Uninstall Service button anytime you wish to uninstall the service. Please note that uninstalling the service requires a restart of the software for the changes to take effect.

25 Add Http Reservation Click the Add Http Reservation button to reserve an http (hypertext transfer protocol) namespace. Enter the desired Port Number, Domain or Computer Name, and the Administrative User Name on the following windows, clicking the OK button after each entry. Upon the successful addition of the Http Reservation, a confirmation window indicates that the addition has been performed successfully. Click the OK button on this window to return to the service management options screen. 25 Remove Http Reservation Click the Remove Http Reservation button to remove an http reservation that was previously reserved as described above. Configuration Next, click the Configuration button to display the Configuration screen (See Figure 2-11). Figure 2-11

26 26 TouchKDS Service End Point Port The TouchKDS Service End Point Port field should be left at its default value; however, if you need to change this port number, you must also change the KDS port number in the Aldelo Integration Services Configuration Client application. Please see the Aldelo End Point Services User Manual for details on how to make this change. TouchKDS Service End Point Uses Https Select the TouchKDS Service End Point Uses Https checkbox if you wish to communicate via an SSL (Secure Socket Layer) connection. Enable Logging Select the Enable Logging checkbox if you wish to create a log file of the Aldelo Touch KDS activity. All Aldelo Touch KDS activity is recorded and placed in this log file when this option is activated. Test Connection Click the Test Connection button once you have everything setup to verify that the Aldelo Touch KDS software is able to communicate successfully. Settings on the KDS Apple ipad Devices Perform the following steps on each of your Apple ipad devices that will be used as kitchen display devices with the KDS system.

27 From the main screen of the Apple ipad device, click the Aldelo KDS icon to open the KDS software. Next, click the Setting button in the upper right corner of the screen to display the Setting screen, where you may adjust the settings as required. Under the Setting column on the left side of the screen, click on Demo Mode. On the right side of the screen, move the Demo Mode button to the left to turn Demo Mode off (See Figure 2-12). 27 Figure 2-12 Under the Setting column on the left side of the screen, click on Touch KDS Server URL. In the field on the right side of the screen, enter the IP address of the computer upon which the Aldelo Touch KDS EP software is installed and the port number on which it communicates. Enter this information in the following format:

28 28 where xxx.xxx.xxx.xxx is the IP address of the computer on which the Aldelo Touch KDS EP software is installed and is the default port number. Please note that the and the : (colon) between the IP address and the port number are entered exactly as shown (See Figure 2-13). Figure 2-13

29 Under the Setting column on the left side of the screen, click on KDS Station Number to display the list of available station numbers on the right side of the screen. Select the appropriate station number (1 for your first device) by clicking on it in the list. For each successive KDS device, increment this station number by 1. Please note that the selected station number must match the station number entered in the POS Device URL field in the Device Locations settings of the XERA POS Manager application or the Aldelo POS Cloud application as described later in this manual (See Figure 2-14). 29 Figure 2-14 Under the Setting column on the left side of the screen, change any other settings as required for your particular business. Please see Chapter 5 of this manual for detailed descriptions for each of the available settings. When finished, click the Done button to save your changes and exit the Setting screen. Aldelo Touch KDS EP Client Part 2 The settings in this section for the Aldelo Touch KDS EP Client software must be completed after the settings on each of your Apple ipad devices that are used as kitchen display devices. Once you have performed the settings on your ipad devices, return to the Aldelo Touch KDS EP Client software and continue performing the settings in this section.

30 30 Stations The Stations button displays the KDS Station Actions screen. This screen contains the Station List, which is loaded from the ipad kitchen display devices. If a station appears in the list, it has been setup correctly and communication is taking place. The user may view the stations, delete individual stations, or delete all stations at once (See Figure 2-15). Figure 2-15 Load Click the Load button to refresh the view to show the current status of the Station List. For each station that was setup previously on the ipad devices, a record appears in the Station List. This record shows the KDS Station ID, the KDS Number, the User type, and the Display Mode. This information is read directly from the Aldelo KDS Settings screen on each of your ipad devices. Clear Grids Click the Clear Grids button to remove all items from the Station List. Please note that this does not delete the stations from the list; it simply hides them from the display of the list. The stations may be displayed again by clicking the Load button.

31 31 Station Actions The Station Actions features allow the deletion of some or all stations from the Station List. Delete When you wish to delete an individual station from the Station List, click on the desired station in the list to select it and then click the Delete button. The station is immediately deleted from the list. Delete All When you wish to delete all stations from the Station List at once, simply click the Delete All button. All stations are immediately deleted from the list. Recipes The Recipes button displays the Recipe Actions screen. Here the user may enter, edit, and delete the recipes that are able to be displayed on the screens of your ipad kitchen display devices (See Figure 2-16). Figure 2-16

32 32 Load Click the Load button to populate the Recipe List with all of your existing recipes. Clear Grids Click the Clear Grids button to clear the Recipe List from the screen. Please note that clicking this button does not delete the items in the list; it simply removes them from the screen. The members of the Recipe List may be redisplayed by clicking the Load button again. Recipe Actions The Recipe Actions features allow the user to create new recipes, edit existing recipes, or delete existing recipes. New Click the New button on the Recipe Actions screen to enter a new recipe. This displays the Recipe Actions New Recipe window, where you may enter the required information (See Figure 2-17). Figure 2-17

33 Check Recipe Name In the Recipe Name field, enter the name of the recipe you wish to enter into the system and then click the Check Recipe Name button. Please note that all recipe names must be unique. Clicking this button checks to verify that a recipe with the same name has not been entered previously. If the recipe name is unique, then a confirmation message appears. Click the OK button to dismiss this message and continue (See Figure 2-18). 33 Figure 2-18 The Recipe Actions New Recipe window displays and the recipe name you entered appears in the Recipe Name field. Next, enter the recipe s ingredients into the large Recipe Items field and the recipe s preparation instructions into the large Recipe Steps field (See Figure 2-19). Figure 2-19

34 34 Recipe Image The Recipe Image feature allows the user to add a picture of the menu item to the recipe. This picture displays, along with the recipe itself, whenever the recipe is called up on the ipad kitchen display device. Select Click the Select button to display the Select a Recipe Picture window and then navigate to the location of your desired image file on your computer and select it. Click the Open button to add the file path to the Recipe Image field. Reset Anytime a path appears in the Recipe Image field, clicking the Reset button deletes the image path. Add Recipe When you have entered all of the required information for your new recipe, click the Add Recipe button to submit the new recipe to the system. The confirmation message indicates that your new recipe was added successfully. Click the OK button to continue (See Figure 2-20). Figure 2-20 When finished adding your new recipe, close the Recipe Actions Add New Recipe window by clicking the X button in its upper right corner. You are immediately returned to the Recipe Actions screen. Click the Load button and the recipe you just added now appears in the Recipe List. Detail The Detail button allows the user to select a recipe from the Recipe List and make modifications to it. To do so, select your desired recipe from the Recipe List by clicking on it. Next, click the Detail button. The Recipe Actions Remove Recipe window displays. This window is identical to the Recipe Actions New Recipe window, but it also includes the recipe ID that was generated by the system when the recipe was created. To edit the recipe, click the Modify button. This enables the Recipe Items and Recipe Steps fields. Edit these fields as necessary.

35 If you wish to add or change the file in the Recipe Image field, click the Select button and then navigate to the location of the desired image file on your computer. Be sure to click the Save button when finished. When you are finished editing the recipe, click the Confirm button to save your changes. To exit the feature without saving your changes, click the Cancel button. Please note that the information in the Recipe Name field may not be edited, as each recipe name must be unique. 35 Delete The Delete button allows the user to delete a recipe. To do so, select your desired recipe from the Recipe List by clicking on it. Next, click the Delete button. A confirmation message warns the user that the selected menu item is about to be deleted. To delete the recipe permanently, click the OK button. The recipe is immediately removed from the Recipe List. If you wish to exit the Delete feature without making any changes, click the Cancel button.

36 36 Orders The Orders button displays the Order Actions screen. This screen contains both the Order List and the Order Item List. For the selected order in the Order List, the Order Item List displays the items of which the order is comprised. The user may view the orders, enter new orders, and delete existing orders. For each order, the user may also view its items, add items, and void existing items (See Figure 2-21). Figure 2-21 Order List The Order List displays a record for each order that is currently in the queue. For each order, the record displays the Create Date, the Order ID, the Transaction Type, whether the order has been bumped by the Line Cook or the Expeditor, and the order s Item Count. Order Item List The Order Item List displays a record for each item that is a part of the order that is currently selected in the Order List. For each item, the record displays the Order Detail ID, the Transaction Type, the KDS Numbers, the item Quantity, whether the item Is Bumped, the item Category, the item Name, and the item s Modifier Count.

37 37 Load Click the Load button to refresh the views to show the current states of both the Order List and the Order Items List. Clear Grids Click the Clear Grids button to remove all items from both the Order List and the Order Items List. Please note that this does not delete the orders and order items from their respective lists; it simply hides them from the display of the lists. They may be displayed again by clicking the Load button. Order Actions The Order Actions features may be used for diagnostic purposes. Test orders may be generated that appear on the screens of your ipad kitchen display devices. These test orders may also be voided. For each test order generated, order items may be added and existing order items may be voided. Changes made under the Order Actions features are communicated to the ipad kitchen display devices during the next synchronization.

38 38 New Click the New button to display the Order Actions - New Order window where you may create one or more test orders to be added to the Order List (See Figure 2-22). Figure 2-22 Count In this field, enter the number of new orders you wish to generate for your testing purposes. To be valid, this entry must be a positive integer between 1 and 20, inclusive. Color Selection The color selection feature allows the user to select the foreground color (the text) and the background color of the order as it appears on the screen of the ipad kitchen display device. Select the FColor radio button to adjust the foreground color or the BColor radio button to adjust the background color before making your color adjustments. Alpha The Alpha adjustment allows the user to vary the intensity of the selected colors as displayed on the ipad kitchen display devices. Setting the slide switch to the leftmost position completely hides the color selections

39 39 whereas setting the slide switch to the rightmost position displays the color selections at their maximum intensities. Setting the slide switch somewhere between these two extremes displays the color selections in a proportional intensity. Red The Red adjustment allows the user to vary the intensity of the red component of the color as displayed on the ipad kitchen display devices. Setting the slide switch to the leftmost position completely hides the red color component whereas setting the slide switch to the rightmost position displays the red color component at its maximum intensity. Setting the slide switch somewhere between these two extremes displays the red color component in a proportional intensity. Green The Green adjustment allows the user to vary the intensity of the green component of the color as displayed on the ipad kitchen display devices. Setting the slide switch to the leftmost position completely hides the green color component whereas setting the slide switch to the rightmost position displays the green color component at its maximum intensity. Setting the slide switch somewhere between these two extremes displays the green color component in a proportional intensity. Blue The Blue adjustment allows the user to vary the intensity of the blue component of the color as displayed on the ipad kitchen display devices. Setting the slide switch to the leftmost position completely hides the blue color component whereas setting the slide switch to the rightmost position displays the blue color component at its maximum intensity. Setting the slide switch somewhere between these two extremes displays the blue color component in a proportional intensity.

40 40 FColor The FColor fields display the hexadecimal value of the color selections made by the user for the foreground color and a sample of that selected color. The resulting sample of the selected color appears in the right field. In the left field, an eight character hexadecimal value appears. The first two characters of this value represent the selection made for the Alpha adjustment. The third and fourth characters of this value represent the selection made for the Red adjustment. The fifth and sixth characters of this value represent the selection made for the Green adjustment. The last two characters of this value represent the selection made for the Blue adjustment. The possible hexadecimal values for each of these character pairs range from 00 to FF, inclusive, which represent the decimal values of 0 to 255, inclusive. Theoretically, this allows the user to select from over four billion distinct color settings for the text as it appears on the ipad kitchen display device (See Figure 2-23). Figure 2-23 BColor The BColor fields display the hexadecimal value of the color selections made by the user for the background color and a sample of that selected color. The resulting sample of the selected color appears in the right field. In the left field, an eight character hexadecimal value appears. The first two characters of this value represent the selection made for the Alpha adjustment. The third and fourth characters of this value represent the selection made for the Red adjustment. The fifth and sixth characters of this value represent the selection made for the Green adjustment. The last two characters of this value represent the selection made for the Blue adjustment. The possible hexadecimal values for each of these character pairs range from 00 to FF, inclusive, which represent the decimal values of 0 to 255, inclusive. Theoretically, this allows the user to select from over four billion distinct color settings for the background of the order as it appears on the ipad kitchen display device.

41 Add Order When you finish making your selections in the Order Actions - New Order window, click the Add Order button to generate the sample orders. A confirmation message indicates that the orders were generated successfully. Click the X button in the upper right corner of the window to close the Order Actions - New Order window and return to the Order Actions screen. Please note that any test orders and order items generated in this manner do not appear in the Order List and the Order Item List until you click the Load button to refresh the display of these two lists. 41 Void To void an existing order, select the order from the Order List by clicking on it and then click the Void button. The order is deleted from the Order List and its items are deleted from the Order Item List. These changes are communicated to the ipad kitchen display devices during the next synchronization. Delete All To void all existing orders, click the Delete All button. All existing orders are deleted from the Order List and their items are deleted from the Order Item List. These changes are communicated to the ipad kitchen display devices during the next synchronization. Item Actions The Item Actions feature may be used for diagnostic purposes. Items may be added to or voided from the order selected in the Order List. Changes made under the Item Actions feature are communicated to the ipad kitchen display devices during the next synchronization. Add Select your desired order from the Order List and then click the Add button to create a new order item for the selected order. A confirmation message indicates that the item was added successfully. Please note that any test orders and order items generated in this manner do not appear in the Order List and the Order Item List until you click the Load button to refresh the display of these two lists. Void To void an existing order item, select the desired order from the Order List by clicking on it and then select the item you wish to void from the Order Item List. Click the Void button to complete the deletion. The item is deleted from the Order Item List. These changes are communicated to the ipad kitchen display devices during the next synchronization. Exit When you finish managing, configuring, and testing the Aldelo Touch KDS software, click the Exit button to exit the program.

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43 Chapter 3 Integrating Aldelo Touch Kitchen Display Server with XERA POS 43 Follow the steps below to integrate the Aldelo Touch Kitchen Display Server with XERA POS. XERA POS Manager Application Settings Company Tab Settings In the XERA POS Manager application, navigate to Company Tab > Store Settings > Printing Settings and double-click on the Printing Settings menu item (See Figure 3-1). Figure 3-1

44 44 Scroll down through the Printing Settings menu and click on the ipad KDS Server IP menu item. Enter the IP address of the computer upon which the Aldelo Touch KDS EP software is installed. This is the same IP address that you entered under the Touch KDS Server URL Setting on your ipad device. Enter this information in the following format: xxx.xxx.xxx.xxx where xxx.xxx.xxx.xxx is the IP address of the computer. Next, click on the ipad KDS Server Port menu item. Enter port number in this field (this is the default port number for this setting). POS Tab Settings In the XERA POS Manager application, navigate to POS Tab > Device Types. Click the New button to display the Device Types [Add New Record] screen. Create a name for this device type and enter it into the POS Device Type Name field. Next, click the down arrow button to the right of the POS Device Type dropdown list and select POS Printer & KDS from the displayed list (See Figure 3-2). Figure 3-2

45 Next, click the Settings Tab at the top of the Device Types window. Select the Use as Kitchen Display Instead of Printer checkbox. Click the Save and Done buttons at the bottom of the screen (See Figure 3-3). 45 Figure 3-3

46 46 Now navigate to POS Tab > Device Locations. Click the New button to display the Device Locations [Add New Record] screen. Create a name for this device location and enter it into the Device Location Name field. Next, click the down arrow button to the right of the Cost Center dropdown list and select the appropriate cost center for this device location by clicking on it in the displayed list (See Figure 3-4). Figure 3-4

47 In the POS Device URL field, enter the station number of this KDS device. This number must match the number entered on the Setting screen of the respective KDS ipad device (described previously in this manual). Next, click the down arrow button to the right of the POS Device dropdown list and select the appropriate POS device for this location by clicking on it in the displayed list (See Figure 3-5). 47 Figure 3-5 Click the Save and Done buttons at the bottom of the screen.

48 48 Now navigate to POS Tab > Routing Definitions. Click the New button to display the Routing Definitions [Add New Record] screen. Create a name for this routing definition and enter it into the Routing Definition Name field. Click the Save button at the bottom of the screen (See Figure 3-6). Figure 3-6

49 49 Next, click the Routings Tab at the top of the Routing Definitions window. Under the appropriate prep type, click the >>> Click to Show Available Device Locations >>> button to display the list of available device locations on the right side of the screen (See Figure 3-7). Figure 3-7

50 50 Scroll down the Available Device Locations list until you find the appropriate device location in the list. Under the device location entry in this list, double-click the <<< Double Click to Assign Device Location <<< button. This moves the selected device location to the left side of the screen, beneath the selected prep type (See Figure 3-8). Figure 3-8 Under the same prep type, click the >>> Click to Show Available Device Locations >>> button again to redisplay the list of available device locations. On the right side of the screen, scroll down the Available Device Locations list until you find Null Printer in the list. Under the Null Printer entry in this list, double-click the <<< Double Click to Assign Device Location <<< button. This moves the Null Printer device location to the left side of the screen, beneath the selected prep type. Assigning the Null Printer device location to all prep types in this manner causes items that fail to print under this routing definition to still be marked as printed, thereby preventing undesired reprints. Click the Save and Done buttons at the bottom of the screen.

51 51 Settings on the Host Computer upon which XERA POS and the Aldelo Touch KDS Client Software are both Installed On the desktop of the host computer upon which XERA POS and the Aldelo Touch KDS EP Client software and are both installed, navigate to Start Button > All Apps > Aldelo and click on the Aldelo Integration Services menu item. On the main screen of the Aldelo Integration Services Configuration Client, click the Elevate button to raise the application security level (See Figure 3-9). Figure 3-9

52 52 Aldelo Integration Services closes and reopens automatically. When it reopens, click the End Points Tab near the top of the window. On the row displaying KDS in the left column, enter the loopback IP address ( ) in the End Point Service URL or IP column (the second column from the left), enter the default port number (15040) in the End Point Port column (the third column from the left), and select the Renew Keys checkbox in the extreme right column. Next, click the Home Tab near the top of the window to update the end point keys (See Figure 3-10). Figure 3-10

53 On the message box that appears on the screen, click the Yes button to confirm that you indeed wish to update the end point keys (See Figure 3-11). 53 Figure 3-11 The following message indicates that the end point keys have been updated successfully. Click the Exit button to close the Aldelo Integration Services Configuration Client software. Settings on the Remaining Computers upon which XERA POS is Installed Perform the following steps on the rest of your desktop computers upon which XERA POS is installed but the Aldelo Touch KDS EP Client software is not installed.

54 54 Navigate to Start Button > All Apps > Aldelo and click on the Aldelo Integration Services menu item. On the main screen of the Aldelo Integration Services Configuration Client, click the Elevate button to raise the application security level (See Figure 3-12). Figure 3-12 Aldelo Integration Services closes and reopens automatically. When it reopens, click the End Points Tab near the top of the window. On the row displaying KDS in the left column, enter in the End Point Service URL or IP column (the second column from the left) the IP address of the host computer on which XERA POS and the Aldelo Touch KDS EP Client software and are both installed. The IP address of the host computer may be determined by opening a command prompt window on it, typing the command ipconfig at the cursor prompt, and pressing the enter button on your keyboard. Enter the value displayed for the IPv4 address on the host computer into the End Point Service URL or IP column (the second column from the left) on the selected computer.

55 Also on the row displaying KDS in the left column, enter the default port number (15040) in the End Point Port column (the third column from the left) and select the Renew Keys checkbox in the extreme right column. Next, click the Home Tab near the top of the window to update the end point keys (See Figure 3-13). 55 Figure 3-13 On the message box that appears on the screen, click the Yes button to confirm that you indeed wish to update the end point keys (See Figure 3-14). Figure 3-14

56 56 The following message indicates that the end point keys have been updated successfully. Click the Exit button to close the Aldelo Integration Services Configuration Client software.

57 Chapter 4 Integrating Aldelo Touch Kitchen Display Server with Aldelo Touch POS 57 Follow the steps below to integrate the Aldelo Touch Kitchen Display Server with Aldelo Touch POS. Aldelo POS Cloud Settings Integrating the Aldelo Touch Kitchen Display Server with Aldelo Touch POS requires the use of the Aldelo POS Cloud for XERA. Please contact your authorized Aldelo reseller or the Aldelo Sales Department to obtain the necessary credentials to activate your cloud account. An message will be sent to you. Check your account for the welcome message that is sent to you from Aldelo, LP. If you don t see it, check your spam folder. Open the message and read it thoroughly. To continue, please see the Aldelo POS Cloud for XERA User Guide for detailed instructions on activating your cloud account. Company Tab Settings Once your cloud account is active, open the Aldelo POS Cloud application in your web browser, navigate to Company Tab > Store Settings > Printing Settings and click the Edit button in the lower right portion of the screen. Click in the field to the right of the ipad KDS Server IP menu item. Enter the IP address of the computer upon which the Aldelo Touch KDS EP software is installed. Enter this information in the following format: xxx.xxx.xxx.xxx

58 58 where xxx.xxx.xxx.xxx is the IP address of the computer (See Figure 4-1). Figure 4-1 Next, click in the field to the right of the ipad KDS Server Port menu item and enter port number in this field (this is the default port number for this setting). Click the Save button in the lower right corner of the screen.

59 POS Tab Settings In the Aldelo POS Cloud, navigate to POS Tab > Device Types. Click the New button to display the Device Types [Add New Record] screen. Create a name for this device type and enter it into the POS Device Type Name field. Next, click the down arrow button to the right of the POS Device Type dropdown list and select POS Printer & KDS from the displayed list (See Figure 4-2). 59 Figure 4-2

60 60 Next, click the Settings Tab at the top of the Device Types window. Select the Use as Kitchen Display Instead of Printer checkbox and then click the Save button at the bottom of the screen (See Figure 4-3). Figure 4-3

61 Now navigate to POS Tab > Device Locations. Click the New button to display the Device Locations [Add New Record] screen. Create a name for this device location and enter it into the Device Location Name field. Next, click the down arrow button to the right of the Cost Center dropdown list and select the appropriate cost center for this device location by clicking on it in the displayed list (See Figure 4-4). 61 Figure 4-4

62 62 In the POS Device URL field, enter the station number of this KDS device. This number must match the number entered on the Setting screen of the respective KDS ipad device (described previously in this manual). Next, click the down arrow button to the right of the POS Device dropdown list and select the appropriate POS device for this location by clicking on it in the displayed list (See Figure 4-5). Figure 4-5 Click the Save button at the bottom of the screen.

63 Now navigate to POS Tab > Routing Definitions. Click the New button to display the Routing Definitions [Add New Record] screen. Create a name for this routing definition and enter it into the Routing Definition Name field. Click the Save button at the bottom of the screen (See Figure 4-6). 63 Figure 4-6

64 64 Next, click the Routings Tab at the top of the Routing Definitions window. Under the appropriate prep type, click the >>> Click to Show Available Device Locations >>> button to display the list of available device locations on the right side of the screen (See Figure 4-7). Figure 4-7 Scroll down the Available Device Locations list until you find the appropriate device location you created previously in the list. Under this device location entry in this list, double-click the <<< Double Click to Assign Device Locations <<< button. This moves the selected device location to the left side of the screen, beneath the selected prep type. Under the same prep type on the left side of the screen, click the >>> Click to Show Available Device Locations >>> button again to redisplay the list of available device locations on the right side of the screen. On the right side of the screen, scroll down the Available Device Locations list until you find Null Printer in the list. Under the Null Printer entry in this list, double-click the <<< Double Click to Assign Device Locations <<< button. This moves the Null Printer device location to the left side of the screen, beneath the selected prep type. Assigning the Null Printer device location to all prep types in this manner causes items that fail to print under this routing definition to still be marked as printed, thereby preventing undesired reprints. Click the Save button at the bottom of the screen.

65 Part 2 Operations 65

66 66

67 67 Chapter 5 Software & Hardware Operation Aldelo Touch POS Operation with the Aldelo Touch Kitchen Display Server The operation of the Aldelo Touch POS software when used with the Aldelo Touch Kitchen Display Server software is identical to that as when used without it. Orders are placed in the same manner only instead of being routed to a kitchen chit printer, the orders are routed to and appear on your ipad kitchen display devices. Voids are also handled as usual in Aldelo Touch POS when used with the Aldelo Touch Kitchen Display Server software. When you void an order, the order is removed from the screen of your ipad kitchen display device. If you void just one item, the item is removed from the screen. Hardware Operation Your ipad kitchen display devices should be mounted at each respective kitchen station so that they are out of the way of your preparation tables yet still in close enough proximity so that they may be easily viewed by your kitchen staff. If possible, mount the devices permanently and provide permanently attached chargers to each one of them so that they will never have to be removed for recharging. Try to select a location that is not affected by heat, steam, or grease. Putting some effort into selecting the best location for each device should help prolong the lives of your ipad kitchen display devices. Bump When an order that appears on the ipad kitchen display device is completed, it must be removed from the screen. To do so, click the Bump button that is displayed at the bottom of the listing of each order s menu items. The order is immediately removed from the screen and the remaining orders each shift one position to fill the void. The maximum number of orders visible on the screen at once is six; however, the remaining orders in the queue may be viewed by scrolling the screen upward. An unlimited number of orders may be waiting in the queue, but only six may be viewed on the screen at one time. History The History button allows the user to view the orders that have previously been completed and bumped. This button will recall and display all orders that were bumped on the current business day. Bumped orders from prior business days cannot be recalled. Click the History button to display the History screen and view the list of previously bumped orders. If necessary, the list may be scrolled to view any hidden orders. To exit the History screen and return to the main screen of orders, click the Back button in the upper-left corner of the screen. Un-Bump Whenever you wish to restore a previously bumped order to the display of current orders, navigate to the History screen and click the desired order s Un-Bump button. This button is located at the bottom of the

68 68 listing of each order s menu items. When this button is clicked, the order is immediately restored to the main screen of orders. Back Click the Back button anytime you are in the History screen and you wish to return to the main screen of the Aldelo Touch Kitchen Display Server. Setting Click the Setting button to adjust the user-accessible settings of the Aldelo Touch Kitchen Display Server software. The available settings appear in the column on the left side of the screen. Click the desired setting to make the necessary adjustments. Demo Mode Demo data is supplied with the Aldelo Touch Kitchen Display Server software so that the system may be used for training purposes without affecting the actual data from your business. This demo data may be manipulated in the same ways as your real data may be manipulated.

69 Enable Demo Mode Click the Demo Mode button whenever you wish to enable or disable Demo Mode on this ipad device. To enable Demo Mode, move the Demo Mode slide switch in the center of the screen to the right until its background displays in green. Demo Mode is now enabled (See Figure 5-1). 69 Figure 5-1 Restore Demo Data Demo data is supplied with the Aldelo Touch Kitchen Display Server software so that the system may be used for training purposes without affecting the actual data from your business. This demo data may be manipulated in the same ways as your real data may be manipulated. To restore the demo data, click the Restore Demo Data button on the Demo Mode screen. The demo data is immediately restored to its original state. De-Activate The De-Activate feature allows you to prevent users of this ipad device from manipulating your live data. Simply click the De-Activate button to do so. The device must be reactivated before it may again be used for live data manipulation.

70 70 Disable Demo Mode To disable Demo Mode, move the Demo Mode slide switch in the center of the screen to the left until its background displays in gray. Demo Mode is now disabled (See Figure 5-2). Figure 5-2 Touch KDS Server URL In this field, enter the URL (Uniform Resource Locator) of your Aldelo Touch KDS server computer. The URL must be entered in the following format: where xxx.xxx.xxx.xxx is the IP (Internet Protocol) address of the computer and is the default port number on which it communicates with the system. Please note that the and the : (colon) between the IP address and the port number are entered exactly as shown. User The User feature allows the selection of one of two user types: Line Cook or Expeditor. Each user type allows access to different user options. Select the user type that matches that of the employee who is using the ipad kitchen display device by clicking its respective button.

71 KDS Display Mode The Aldelo Touch Kitchen Display Server software allows two different modes of display: Traditional Mode and Consolidated Mode. Traditional Mode displays each customer order in an individual block on the screen (See Figure 5-3). 71 Figure 5-3 Traditional Mode

72 72 Consolidated Mode groups like items together and displays the number of each different menu item awaiting preparation. This allows the kitchen staff to prepare multiples of the same menu items at the same time without having to scroll through the orders in Traditional Mode and count the number of like items. Each unique menu item appears in a list preceded by the quantity awaiting preparation (See Figure 5-4). Figure 5-4 Consolidated Mode KDS Station Number Click the KDS Station Number button to display the station number selection screen. Select the station number from the list that corresponds with the desired station number as setup in the Aldelo POS Cloud application. For example, if you setup your appetizer station in the Aldelo POS Cloud application as POS Device URL number 1, then select the 1 button from the station number selection screen. KDS Display Layout The KDS Display Layout feature allows the user to customize the display format of the KDS screen while it is in Traditional Mode. Please note that this feature has no effect over the display format of the screen while it is in Consolidated Mode, as Consolidated Mode always displays the menu items in a list format. Please also note that while in Traditional mode, the selected screen layout only affects the screen while the device is held in landscape orientation. When the device is held in portrait orientation, the screen layout reverts to two columns

73 by three rows, no matter which display format has been selected by the user. Click the KDS Display Layout button to access the screen layout selection options. Select your desired layout by clicking on its respective button. 73 Alert When Timer Exceeds (Minutes) This feature allows the user to setup a visual reminder that activates when an order has exceeded a specific number of minutes since the order was entered into the system. Click the Alert When Timer Exceeds (Minutes) button to display the timer selection screen. Select the desired number of minutes by clicking on its respective button. Please note that the timer may be setup to display this visual reminder in whole minutes only. The user may choose any number of minutes between one and sixty, inclusive. When an order has its visual reminder active, the header of the order as displayed on the main screen flashes with a red background (See Figures 5-5 and 5-6). Figure 5-5 Alert Timer before Activation

74 74 Figure 5-6 Alert Timer after Activation Data Fetch Frequency (Seconds) A fetch transaction occurs when the Aldelo Touch Kitchen Display Server software polls the server to transmit any staged data that has been generated since the last fetch transaction. The user has the ability to determine the number of seconds he wishes to allow to elapse between each fetch transaction. The available selections are between fifteen and ninety seconds, inclusive, in increments of fifteen seconds each. Click the Data Fetch Frequency (Seconds) button to display the selection screen. Select the desired number of seconds to allow between fetch transactions by clicking on the respective button. A longer period of time between fetches minimizes the system down times while the fetches are in progress; however, it also causes any new or changed orders to take longer to be submitted to the kitchen. Conversely, a shorter period of time between fetches causes any new or changed orders to be submitted to the kitchen more quickly; however, it increases the system down times while the fetches are in progress. Sync Recipe Data Whenever you add recipes, delete recipes, or make changes to any of your recipes, click the Sync Recipe Data button to update the information to your ipad kitchen display devices.

75 Done Click the Done button anytime you are in the Setting screen and you wish to return to the main screen of the Aldelo Touch Kitchen Display Server. This button is typically used when you have completed editing your settings. 75 Screen Elements The main screen of the Aldelo Touch Kitchen Display Server displays the orders that have been placed by your staff on the POS system. The following figure and its accompanying legend identify each of the elements on this main screen (See Figure 5-7). Figure 5-7