2TouchPOS Management Quick Reference

Transcription

1 2TouchPOS Management Quick Reference 2013 Xenios LLC 82 Saint Paul Street Rochester, NY Phone Fax

2 Contents About this Document... 3 Managers... 4 Creating an Employee... 4 Setting up Clock in & Clock out/login & Out... 4 Employee Badge Setup... 4 Employee Code Setup... 4 Boi Metric Feedback Setup... 4 Speed Login Setup... 5 Time Clock... 5 Employee Time Clock Adjustments... 5 Clocking in an Employee... 5 Clocking Out an Employee... 5 Deleted an Employee Clock In and/or Out... 6 Setting Employee Permissions... 6 Re-Opening a Tab & Check to Void or Change a Customer s Payment... 6 Adjusting Credit Card Tips (Speed Screen)... 6 Adding or Adjusting Tips (Table View Management Screen)... 7 Applying Tax Exempt (Speed Screen)... 7 Applying Tax Exempt (Table Management Screen)... 7 Comp/Void Check (Speed Screen)... 7 Comp Check (Table View Management Screen)... 7 Cash in Drawer Report... 8 Server Report... 8 Manager Operations... 8 End of Night... 8 Close End of Day... 9 Xenios 2013 Page 2

3 About this Document This document was written for 2TouchPOS version Xenios 2013 Page 3

4 Managers Creating an Employee 1. From an empty speed screen, touch Options, Admin, Employee Setup, & Employees buttons. 2. Touch New button. 3. Fill in First Name, Last Name, Login Code, Primary Job, Social Security (if necessary), User ID (usually first name with last name initial), employee number, phone #, cell phone #, and primary pay rate. 4. Touch Advanced button. 5. Fill in birth date; hire date, address, city, state and zip code. 6. Choose Left or Right Handed screen orientation. 7. Touch Back and Save buttons. Setting up Clock in & Clock out/login & Out Employee Badge Setup 1. From an empty speed screen, touch Options, Admin, Employee Setup, & Employees buttons. 2. Select Employee, then touch Select button. 3. Fill in First Name, Last Name, Login Code, Primary Job, Social Security (if necessary), User ID (usually first name with last name initial), employee number, phone #, cell phone #, and primary pay rate. 4. Touch Advanced button. 5. Fill in birth date; hire date, address, city, state and zip code. 6. Touch Set Badge button and swipe a new employee badge card 7. Touch Back and Save buttons. Employee Code Setup 1. From an empty speed screen, touch Options, Admin, Employee Setup, & Employees buttons. 2. Select Employee, then touch Select button. 3. Fill in First Name, Last Name, Login Code, Primary Job, Social Security (if necessary), User ID (usually first name with last name initial), employee number, phone #, cell phone #, primary pay rate. 4. Touch Advanced button. 5. Fill in birth date; hire date, address, city, state and zip code. 6. Touch Back and Save buttons. Boi Metric Feedback Setup 1. From an empty speed screen, touch Options, Admin, Employee Setup, & Employees buttons. 2. Select Employee, then touch Select button. 3. Fill in First Name, Last Name, Primary Job, Social Security (if necessary), User ID (usually first name with last name initial), employee number, phone #, cell phone #, and primary pay rate. 4. Touch Advanced button. Xenios 2013 Page 4

5 5. Fill in birth date; hire date, address, city, state and zip code. 6. Touch Back and Save buttons. Speed Login Setup 1. From an empty speed screen, touch Options & Admin buttons. You will be redirected to the establishment screen. 2. Touch Speed Logins button. 3. Select an employee, and then touch an empty box. The employee s name will appear in the box. Repeat this step for all employees. 4. Touch Save button. Time Clock Employee Time Clock Adjustments 3. Touch Adjust Timeclock Entries button. 4. Select and highlight an employee, then touch Select button. 5. Select Start & End Date you will need to adjust an employee s time clock. Click on the down arrow in the Start & End Date box. Select a date. 6. Select and Highlight employee. 7. Touch Adjust Time button. 8. Under Clock In, you will adjust the employee s time by using the Over Ride Time feature, using the up and down arrows change the time; Hour, Minutes and AM/PM. 9. Under Clock Out, you will adjust the employee s time by using the Over Ride Time feature, using the up and down arrows change the time; Hour, Minutes and AM/PM. 10. Touch Save button. Clocking in an Employee 3. Touch Adjust Timeclock Entries button. 4. Select and highlight an employee, then touch Select button. 5. Select Start & End Date you will need to adjust an employee s time clock. Click on the down arrow in the Start & End Date box. Select a date. 6. Select and Highlight employee. 7. Touch Adjust Time button. 8. Under Clock In, you will adjust the employee s time by using the Over Ride Time feature, using the up and down arrows change the time; Hour, Minutes and AM/PM. 9. Touch Save button. Clocking Out an Employee 3. Touch Adjust Timeclock Entries button. 4. Select and highlight an employee, then touch Select button. Xenios 2013 Page 5

6 5. Select Start & End Date you will need to adjust an employee s time clock. Click on the down arrow in the Start & End Date box. Select a date. 6. Select and Highlight an employee. 7. Touch Adjust Time button. 8. Under Clock Out, you will adjust the employee s time by using the Over Ride Time feature, using the up and down arrows change the time; Hour, Minutes and AM/PM. 9. Touch Save button. Deleted an Employee Clock In and/or Out 3. Touch Adjust Timeclock Entries button. 4. Select and highlight an employee, then touch Select button. 5. Select Start & End Date you will need to adjust an employee s time clock. Click on the down arrow in the Start & End Date box. Select a date. 6. Select and Highlight an employee. 7. Touch Delete button. 8. Touch Yes button on pop up screen. 9. Touch Ok button. Setting Employee Permissions 3. Touch Permissions button. 4. Based on your establishment s policies and procedures, you can set permission for five different categories. For everything category, there are multiple 2TouchPOS features that need permissions. 5. Touch a category, and then touch each job description circle that correspond with a feature to allow an employee permission. The circle will turn green. 6. Touch Close button. Re-Opening a Tab & Check to Void or Change a Customer s Payment 2. Touch Re-Open Check button. 3. Select employee and/or station (if known). 4. Touch Load button. 5. Select the check you need to re-open, touch View Details button. 6. Touch Open button this will VOID all the payment(s) and credit cards that have been applied to that check and send that check back to an open order. Adjusting Credit Card Tips (Speed Screen) 1. From an empty speed screen, touch Payments button. 2. Touch Adjust Tips button. 3. Select Check, enter tip amount, then touch Ok button on calculator. 4. Repeat Step 3 if necessary. 5. Touch Save button. Xenios 2013 Page 6

7 Adding or Adjusting Tips (Table View Management Screen) 1. From the table view management screen, touch Adjust Tips button located in the upper right corner. Note: Repeat step 2 as needed for any/all credit card transactions that need to be adjusted. If left blank, that employee will lose their tip. 2. Select the correct credit card transaction and enter the tip amount. 3. Touch Save button located in the lower right hand corner. a. If a button appears asking whether you want to post your tips, press the No button. If you press the Yes button, you will not be able to readjust tips that were on the screen. Applying Tax Exempt (Speed Screen) Food menu items are eligible for tax exemption. Beverages, such as liquor and beer, are not tax exempt. 1. At the time of payment. a. From an empty Speed screen, touch Tabs button, select a Tab, Options, and Tax Exempt buttons, then select Customer. Note: A customer needs to have a customer account to use the tax exempt feature with the actual tax exempt number filled in on the advanced page of the customer account. Applying Tax Exempt (Table Management Screen) 1. From the table view management screen, Select and highlight a Table, then touch Options button. 2. Touch Tax Exempt button. Select a Customer s Account, then touch Select button. Comp/Void Check (Speed Screen) Option 1 Comp Individual Menu Items 1. From an empty speed screen, touch Tabs button. Select and highlight a Tab, then touch Open button. Select Menu items for comp. 2. Touch Delete button. 3. Select and highlight a Void Option. Option 2 Entire Check Comp 1. From an empty speed screen, touch Tabs button. 2. Select and highlight a Tab, then touch Open button. 3. Touch Select All button, touch Delete button. Select a Void Option. Comp Check (Table View Management Screen) Option 1 Entire Check Comp 1. From the table view management screen, select and highlight a Table, then 2. Touch Options & Comp Check buttons. 3. Select Reason for Comp. Touch Select button. Touch Ok button. Xenios 2013 Page 7

8 Option 2 Comp Individual Menu Items 1. From the table view management screen, select and highlight a Table, touch Open Check button. 2. Select menu items, touch Delete button. Select a Void Option. Cash in Drawer Report 2. Touch Reports button. Note: The Cash in Drawer Report can be found under to different sections, Favorites or Daily. 3. If Cash in Drawer Report is under favorites, touch Cash in Drawer Report button. 4. If Cash in Drawer Report is under Daily, Touch Daily button. Touch Cash in Drawer Report button. 5. Touch Run button. Enter starting cash amount, then touch Ok button. 6. Select and highlight server name, then touch Ok button. 7. Reset cash in drawer amount, touch Yes button. Server Report 2. Touch Reports button. Note: The Server Report can be found under to different sections, Favorites or Daily reports. 3. If Server Report is under favorites, touch Server Report button. 4. If Server Report is under Daily, Touch Daily button. Touch Server Report button. Note: If your 2TouchPOS has two cash drawers, the server needs to run their cash in drawer report from assigned cash drawer. 5. Touch Run button. Select and highlight server name, then touch Ok button. Manager Operations End of Night 1. Ensure all Tabs & Tables (checks) have been closed. a. To close tabs - From an empty speed screen, Touch Tabs, Touch Payments buttons, process customer s payment. b. To close tables - Select Table, Touch Payments button, process customer payment. 2. Make sure all tips have been adjusted. If left blank, that employee will lose their tip. a. From an empty speed screen, touch Payments button, touch Adjust Tips button, select appropriate ticket, enter tip amount, touch Save and Close buttons. (Repeat this step of all tips that need to be adjusted). b. From table view management screen, touch Payments button, touch Adjust Tips button, select appropriate ticket, enter tip amount, touch Save and Close buttons. (Repeat this step of all tips that need to be adjusted). Xenios 2013 Page 8

9 3. Make sure all money & reports has been collected from employees. a. (E.G.: Server Reports, Driver Closed Report, Cash in Drawer Report or Close Register Report, which ever reports your establishment has decided to use). 4. Make sure all Employees are clocked out. 5. Post Credit cards: a. This will post the final amount of each check including the tip amount. 6. Batch Close/Settle: a. Your processor will take the total of your nights credit card business and transfers funds to your bank account. b. If an error should occurs after hours, while batching your credit cards, write it down & call the next morning, as long as the Post Credit Cards worked, you can still move to the next step which will prepare your system for the next business day. 7. Close End of Day. Close End of Day 2. Touch Admin button. 3. On Establishment Screen, Touch Post Credit Card button. Credit cards will be posted with tips. 4. On the pop up screen, touch Yes button. 5. Touch Batch Close/Settle button. 6. On the pop up screen, touch Yes button. 7. Touch Close End of Day button. 2TouchPOS will automatically print end of day reports (including Z-report). 8. On the pop up screen, touch Yes button. a. , Print or Save Daily Credit Card Tip Report. Xenios 2013 Page 9