(612) (612) (After Hours Support) 6436 Penn Avenue South Richfield, MN Focus. Quick Reference Guide

Transcription

1 (612) (612) (After Hours Support) 6436 Penn Avenue South Richfield, MN Focus Quick Reference Guide

2 FOCUS GUIDE For the times you feel like this: (612) Penn Avenue South Richfield, MN 55423

3 TABLE OF CONTENTS 4-8 Commands and Command Descriptions 9-11 Miscellaneous Functions Order Entry, Main Screen Options Adding Menu Items Editing Items Creating New Discounts or Coupons Creating New Void Reasons Transferring Checks Splitting Checks or Items Changing Quest Check and Credit Card Messages Adding, Editing or Deleting Employees Sending and Reading Employee Messages Creating, Changing and Printing Schedules Editing, Adding or Deleting Time Cards Creating New Types of Paid Ins Creating New Types of Paid Outs Creating Blackboards Running Reports Different Types of Reports 56 Creating New Reports Entering Daily Deposits 59 End of Day Processes Editing Tip and Reprinting Credit Card Vouchers Closing the Day Batching Credit Cards Credit Cards Offline Common Problems

4 Commands Offline Reapply Payment QUIT Will send you back to the access screen, and send any item that has not been sent to the kitchen or bar DELETE Will delete any item that is highlighted on the quest check (that has not been sent) REPEAT Will re-order any item that is highlighted on the guest check QUANTITY Hit Quantity, enter a number, and hit an item it will apply that quantity to the next item that you touch PRINT Will print your guest check SPLIT Will allow you to split a check into multiple people. Hit SPLIT, highlight the items that you want to put on a different check, and then touch a empty part of the screen. If you want more than one, you can do it again. MODIFY Will allow you to modify an item that is highlighted (No Mayo, Etc. ) NEW SEAT When entering a new order, knowing that you want to split the checks, enter the first persons order, hit NEW SEAT, enter the next persons order, and continue for however many checks you would like. HOLD HOLD will hold (Not send) any items that are highlighted when you hit it FIRE Fire will send all the items that you had on hold VOID Will allow you to remove highlighted items from a check that have been sent. VOIDING A PAYMENT Highlight the payment (Cash, Amex, Visa, etc), hit Void, It will ask you to void the payment, hit yes. GRATUITY Will allow you to enter a gratuity onto a check a certain percentage, or variable will allow you to apply any percentage 4

5 TRANSFER Will allow you to transfer: select. To a SERVER : Hit Server, and select the person you want to transfer the check to. To a TABLE: Hit TABLE, and it will allow you to change the table # of the check. ITEMS: Hit ITEMS, and the highlighted items on the check will transfer to the check that you COMBINE: Hit COMBINE, and it will combine the check with the next check that you select. SUBTOTAL Will send all the items that are on a check. TAB Will start a tab for a customer that is at the bar, or wants to run a tab without a table #. SPLIT ITEM Will allow you to split an item into any amount. This will enable two people to split the cost of an appetizer or a bottle of wine (You can also do this from the SPLIT screen) NAME Will allow you to change the name of a tab that you have started. EDIT TIPS Will allow you to enter your credit cards tips that you have received. Touch the credit card Touch Edit Tip Enter the amount of the tip. ITEM EDIT Will allow you to change a price, mark an item out of stock, look up a recipe, or put a count on an item. Go to the menu canvas of the item you want to edit, touch ITEM EDIT: Highlight the Item you want to Edit. in stock, do the same thing. programmed this) you have left. Command Description CLOSE DAY Will show you Close Day status, and Close Day Price Touch Price, and you will chance the price of the item. Stock Touch Stock, and it will mark that item out of stock. To put it back Recipe Touch recipe, and it will show you the recipe (if you have Count - Touch Count, and it will allow you to enter the number that item STATUS Will tell you if your day closed and when, also if you batched credit cards. CLOSE DAY Will allow you to manually close the day if it did not close automatically. DELAY PRINT Will allow you to enter a time you want certain items (that are highlighted) to print (IN MILITARY TIME) LOCATION Will allow you to toggle between different Locations (Bar and Restaurant) SELECT MENU Will allow you to toggle between different menus (Lunch and Dinner) 5

6 Command Descriptions BATCH Will allow you to batch your credit cards, and show you when your last batch was and for how much SETTLE Touch Settle and it will ask you if you want to settle your batch. Hit YES RECONCILE If your batch is not in balance, it will tell you to hit reconcile. This will tell you why you are not in balance. Hit Reconcile again, and then hit Settle ASSIGN Will allow you to assign cash drawers to certain people 1.) Make sure you have the right person in the box (hit the down arrow next to the name, and touch on the proper name) GIFT CARD 2.) Highlight the cash drawer that you want them to be assigned to. 3.) Hit Save QUIT Will send you back to the access screen, and send any item that has not been sent to the kitchen or bar ASSIGN Will allow you to assign cash drawers to certain people 1.) Make sure you have the right person in the box (hit the down arrow next to the name, and touch on the proper name) 2.) Highlight the cash drawer that you want them to be assigned to. 3.) Hit Save PAID OUTS Will allow you to enter a paid out 1.) Touch New 2.) Next to Paid Out, hit the down arrow and select the type of paid out you are entering 3.) Using the NEXT button, enter in the amount field, and any other fields that are required 4.) When done, Hit OK OPEN Will Open the cash drawer REPORTS Will take you to all the reports that you have access to INQUIRE Will allow you to see if people have the right to apply a payment through the PMS (Front desk system) CUSTOMER Will allow you to look up a customer by phone number or last name DRIVER Will allow you to assign an order to a driver STATUS If you touch Status and touch a table from the table layout, it will show you the detail of that table 6

7 PAID INS- Will allow you to enter a paid in (Banquet deposit, Gift Certificate Sale, etc.) 1.) Touch New. 2.) Enter the type of Paid IN, by selecting one. 3.) Enter the payment type (If it is cash, use, Cash Tendered) 4.) Enter in the amount. 5.) Account is not the credit card #, it is a customer account (Name of banquet party, or customer house account) 6.) Then it will ask you to enter the card number or swipe the card if you have it.. ADVANCE Advance will allow you to enter an amount of cash you want to give to a customer that is running a tab. This is so he can play games and then pay on a credit card. The advance will simply go onto hit tab that he will pay with a credit card. PAY ALL Will allow a person to pay all their checks out to cash at once. PREAUTH Preauth will allow you to preauthorize a credit card for someone who wants to run a tab. want to. 1.) Once you have an item on the check, hit Preauth. 2.) Swipe the credit card. 3.) This will make sure there is money on the card. You can still pay it out to cash if you FINALIZE If you have a preauthorized credit card on a tab, you can finalize it with this button. slips for you.) 1.) Pull up the Tab and hit FINALIZE (It will close it out to that credit card, and print out the SHARE Share automatically split the entire guest check into the number of people you have at the table. DROPS Will allow you to drop money. Command Descriptions 1.) Drop money to a server for a bank. 2.) Have a driver drop money so that they are not carrying so much money around. REFUND Will allow you to refund money to a customers credit card if you charged them the incorrect amount. TAX EXEMPT Will allow you to tax exempt a check.. Exempt All Tax exempt all taxes. Exempt Will exempt all the taxes that have check marks next to them. (To uncheck a box, touch the box with the check mark in it to remove it.) ID LOOKUP If you touch this, you can enter a bin number or barcode number, and it will find that item. 7

8 Command Descriptions OFFLINE Will allow you to take credit cards when your high speed circuit is down. See Pages REAPPLY PAYMENT -- Allows the employee to reapply a credit card payment to a check if an incorrect payment has been applied and voided. 8

9 Miscellaneous Functions REPRINTING A GUEST CHECK FROM THE CURRENT DAY: 1. Pull up the closed check by: touching the word CHECK in the top left hand side of the guest check header. 2. You will see all the open checks by default. Touch the question mark with the red circle around it at the top of the screen. 3. You will now see all the checks. Touch the one that you want to reprint. That will bring this check back up to the screen. 4. Hit the print command on the command ribbon (top line of your screen). This will reprint your check. REPRINTING A GUEST CHECK FROM A PREVIOUS DAY: 1. From the order entry screen, touch the word CHECK in the top left hand side of the guest check header. 2. This will take you to the screen to view open checks from the current day. 3. At the bottom of this screen is a button named FILTER. Touch FILTER 4. The next screen will allow you to enter a date, by touching the box next to the date field. 5. Select the proper day, and hit the OK button in the calendar. 6. You may filter this more if you like (by payment type, server, menu items, etc.) 7. Hit the OK button from this screen, and it will show you all the checks for your selected date and other filters. 1. Ex. If you select December 1 st, and the payment type VISA, it will show you all the checks from that date that were paid to VISA 8. Touch the DETAIL key in the bottom left hand side of the screen, and begin touching on checks. You will be able to view the checks on the right, as you touch different checks. 9. Once you find the check you want to reprint, touch PRINT in the bottom of the screen, and then CURRENT. 1. NOTE: DO NOT HIT ALL!!!! If you hit ALL, it will print all the checks that you are looking at on that screen, and you will not be able to stop it. 2. If you hit LIST, it will print out the check number and the amounts for each check, with a total for you. VIEWING CHECKS FROM A PREVIOUS DAY 1. Follow the steps above for REPRINTING A GUEST CHECK FROM A PREVIOUS DAY. 9

10 Miscellaneous Functions VOIDING AN ITEM: 1. Pull up the check that you want to take an item off 2. Highlight, only the item that you want to void. (To make sure that you do not have anything highlighted on the check, hit the BLUE balance due words at the bottom of the check twice, then highlight the specific item(s) that you want to remove.) 3. Touch the VOID command on the top line of the screen (if you can not see it, you may have to use the scroll bar on the top right hand side of the screen.) 4. If a person without the proper rights to void an item is attempting to do this, it will ask for an access code (enter your manager access code.) 5. It will prompt you for a reason, touch the proper reason for removing this item from the check. 6. You will still see this item on the screen, as a voided item, however it will no longer print on the customers guest check. CHANGING THE PAYMENT TYPE THAT HAS BEEN APPLIED: (If you paid it out to cash, and they want to pay on a credit card, or vise versa.) 1. Pull up the closed check by: touching the word CHECK in the top left hand side of the guest check header. 2. You will see all the open checks by default. Touch the question mark with the red circle around it at the top of the screen. 3. You will now see all the checks. Touch the one that you want to change the payment on. That will bring this check back up to the screen. 4. At the bottom of the check, you will see the payment, how they paid (ex. Visa $52.00, Cash $52.00) 5. Touch the payment type, and it will be highlighted in Blue. 6. Touch the VOID command on the top line of your screen. 7. It will ask you if you want to void the selected payment. Hit Yes. 8. Enter the reason for doing this (Wrong Media) 9. Now you can apply whatever type of payment you would like to this check, or add onto the check if you like. 10. PLEASE NOTE, YOU CAN NOT DO THIS AFTER YOUR DAY HAS BEEN CLOSED. REOPENING A CLOSED CHECK: 1. Follow the steps above for CHANGING THE PAYMENT TYPE THAT HAS BEEN APPLIED. 2. This will reopen a check and enable it to be seen as a regular guest check. You may now void items, add items, or apply a payment to that check. 10

11 Miscellaneous Functions REPRINTING A CREDIT CARD SLIP FROM THE CURRENT DAY: 1. In Order Entry, touch the EDIT TIPS command on the command line (Top line.) 2. Hit the ALL button on the bottom of the screen. This will show you all the credit transactions from the current day. 3. Touch the credit transaction that you would like to reprint, and hit PRINT. 1. NOTE: You can not do this for a previous day. You can only reprint their guest check with their payment info on it. 1. See reprinting guest checks from a previous day 11

12 Order Entry Main Screen Options 1. Time Clock Any employee or manager can hit this button to clock in, clock out, check schedules, check hours, or read messages. 1. CLOCKING IN 1. Hit the blue clock, enter your access number, and select the job that you will clocking in for. 2. Hit CLOCK IN If you hit OK, it will not clock you in. 2. CLOCKING OUT 1. Hit the blue clock, enter your access number, and select the job that you will clocking in for. 2. Hit CLOCK OUT If you hit OK, it will not clock you out. 2. Manager Functions Any manager can hit the WRENCH, enter their access code, and have access to different functions 1. Time Cards (See Edit Time Cards) 2. Employees Allows you to view employee information 3. Schedules Allows you to view and edit your schedules 4. Training Mode (ENTER AND EXIT 1. Hit the WRENCH, enter your #, hit Training Mode, and the screen will turn Pink and put you in training mode. 2. To ext, do the same exact thing. 5. Setup Allows you access to programming functions 3. EXITING THE SOFTWARE 1. Touch the BLUE DOOR underneath the number pad 2. Enter your access code, and touch YES, will exit you out of the software,and send you to your desktop. (YOUR DESKTOP IS THE MAIN SCREEN WITH ALL THE ICONS ON IT.) 4. ENTERING THE SOFTWARE 1. TOUCH TWICE REALLY FAST ON THE GREY BLACK ICON THAT SAYS FOCUS 5. Scroll Arrows The scroll arrows will change the Blackboard that is showing to the left of the number pad. This is assuming that you have more than one blackboard programmed to appear (See Blackboards in setup) 12

13 Time Clock Functions Manager Functions Exit Software Door 13

14 Order Entry Main Screen Options 1. EDIT TIME CARDS 1. Touch the WRENCH below the access pad (Where you enter your code.) 2. Touch the TIME CARDS button, and enter your manager access code. 3. You will see all the employees, the one highlighted in blue on the left is the persons whose time cards appear next to the names. 4. Touch the persons name in which you need to change their time card. 5. Highlight the timecard that needs to be changed. 6. Find the field that you need to change, and change it. 7. Hit SAVE and then CLOSE. 2. ADD A TIME CARD 1. Touch the WRENCH below the access pad (Where you enter your code.) 2. Touch the TIME CARDS button, and enter your manager access code. 3. You will see all the employees, (the one highlighted in blue on the left is the persons whose time cards appear next to the names.) 4. Touch the persons name in which you need to add a timecard in. 5. Hit the ADD key on the right hand side. 6. Select the proper dates and times. 1. NOTE: If this is for a person that is already gone, or for a previous day, YOU MUST SELECT THE END DATE (even if it is for today). 2. NOTE: If the left at 1:00 in the morning, the date in should be different than the date out. 3. NOTE: This is all in MILITARY TIME 14

15 Order Entry Main Manager Functions 15

16 1. Go into MENU > CANVAS DESIGNER 2. On the top, left hand side of the screen you will see the name of the screen you are looking at under Canvas Inspector 3. There is a down arrow next to that. 1. Click on the down arrow, and it will show you the names of all your screens 2. Your main screens will be at the top, and your modifier screens will be at the bottom. You will have to scroll down to view these screens. 4. Click on the name of the screen you want to add your new menu item or modifier on. 5. You will then see all the menu items on that screen, as they appear on the order entry terminals 6. Click on an item that is similar to the item you want to add. 7. You will see black dots that surround that item, and on the top left hand side of the screen, below the name of the screen you are on, you will see the name of the item appear in the item box. 8. Next to the name of the item, you will see a little box with 3 dots in it. Click on the 3 dots. 9. This will take you into a new screen that has all your menu items in it. 10. Go to the next page for step 2 Adding Menu Items (Part 1) 16

17 Adding Menu Items Screen that you are looking at Click the down arrow to see all the screens Labels CASH KEYS Alphabeti ze MENU ITEMS 17

18 Adding Menu Items (Part 2) 1. Once you are in the above screen, you need to put the new item in your database 2. You will automatically be highlighted on the menu item that you selected previously (the one similar to the item you are adding. 3. You will see that item in the fields at the top. DO NOT WRITE OVER THIS 4. Click the ADD key in the bottom left hand side of the screen. 1. This will clear the fields above, and put the curser in the Menu Name field. 5. Type in the name of your new item 6. Hit the TAB key on your keyboard. 1. This will fill in all the fields. Change the Remote Name if you need it to be shortened, or want it abbreviated for your cooks and bartenders 7. Hit TAB on the keyboard until you get to the price box. 8. Enter in the correct price of the item. 9. Once the price is correct, if you correctly selected a similar item, all the other fields should be correct. 10. Click SAVE and CLOSE 11. This will bring you back to the screen where all your items appear. 18

19 Adding Menu Items (Part 2) The way the item appears on the Order entry screen The way the item appears on the guest check How item prints to the kitchen or bar printer ID (Barcode # if using scanner) Inventory ID (Not important unless using inventory Price( s) of Item(s ) Where items print Price if item is used as a modifier Modifier screens that follow items Menu item you are looking at is highlighted in blue Sav e ADD Sales Tax to be used

20 1. Now, you should still be highlighted on the item you initially clicked on 1. You will know this, because there will be black dots surrounding that item. 2. If there isn t, click on the similar item to get the black dots. 2. Click the COPY key in the bottom left hand side of the screen. 3. Click the PASTE key (right beside copy) in the bottom left hand side of the screen 4. You will now have two of the same items on the screen 5. Click on the new button. While holding down the left mouse button, move the mouse. The button will move with the mouse. 6. Place the button where you want it to appear on the screen 7. Let go of the mouse 8. In the top left hand side of the screen, you will see the name of the button next to where it says Item 9. There is a down arrow next to the item. 10. Click on that arrow, and scroll down to the name of the new item you created. 11. Click on that item. Adding Menu Items (Part 3) 12. That item name will now appear in the new box you created. 13. Click on a blank part of the screen so no items are highlighted. 14. Click on the SAVE key in the bottom left hand side of the screen 15. Click on the CLOSE key (right next to save) in the bottom left hand side of the screen. 16. Your new item should now appear at the order entry stations. If it doesn t, wait 5 minutes and recheck. 20

21 1. MARKING AN ITEM OUT OF STOCK 1. Go into order entry, and find the item on the screen that is out of stock (DO NOT TOUCH THE ITEM) 2. On the command ribbon, scroll over to ITEM EDIT and touch it 3. You will see all the items on the screen that you are looking at. 4. Highlight the item (by touching it) that you want to mark out of stock 5. Touch the STOCK key on the right side of the screen, and a red circle will appear next to the item. 6. Hit CLOSE on the right side of the screen. The item should now appear with a yellow X across is. 2. PUTTING AN ITEM BACK IN STOCK 1. Follow the steps above. 2. You mark an item in and out of stock in the same exact steps 3. CHANGING A PRICE OF AN ITEM FROM THE FRONT 1. Go into order entry, and find the item on the screen that is out of stock (DO NOT TOUCH THE ITEM) 2. On the command ribbon, scroll over to ITEM EDIT and touch it 3. You will see all the items on the screen that you are looking at. 4. Highlight the item (by touching it) that you want to change the price of. 5. Touch the PRICES button on the right hand side 6. A screen will appear with the 6 price levels of that item, with a box next to each price box 7. More than likely, you will be changing the 1 st box. Touch the button, and a screen will appear that will allow you to change the price. 8. Change the price, hit SAVE, and then when you are done, hit CLOSE. 9. All terminals will be updated immediately. 4. ENTERING A COUNT ON AN ITEM Item Edit 1. Go into order entry, and find the item on the screen that is out of stock (DO NOT TOUCH THE ITEM) 2. On the command ribbon, scroll over to ITEM EDIT and touch it 3. You will see all the items on the screen that you are looking at. 4. Highlight the item (by touching it) that you want to enter a certain count for. 5. Touch the COUNT button on the right hand side. Enter the amount of that item that you have left. Hit SAVE and CLOSE 6. A button # should appear on that item that tells you how many you have of that item. 21

22 Item Edit 22

23 HOW TO CREATE NEW DISCOUNTS OR COUPONS 1. In Set-up, click on ORDER ENTRY > DISCOUNTS 2. In the left hand column of the screen that appears, there will be numbers. 1. These indicate DISCOUNTS that have not been created 3. Click on a number. 4. Hit the TAB key on the keyboard. This will take you to the NAME field, so you can type whatever name you want to appear. (EX. Employee Discount) 1. Note that you have a limited number of characters. 5. Under Computation method, click on the circle next to what type of discount you would like ($ amount, % amount) 6. In the Rate or Amount box, enter the $ amount or % Rate for that discount. (Note that 50% = 50.00, not.50) 7. Next select the item selection. 1. Selected items: discount all items that are highlighted on the check the amount that is in the rate or amount field. 2. All items: discount all items that are highlighted on the check the amount that is in the rate or amount field. 3. One Item: will discount one item the amount or rate you select. 8. Check the options that apply: 1. Active: Is this discount currently active? 2. Variable Rate: This will pop up a field that will allow you to enter a percentage or amount 3. Enter Source: This will allow alpha-numeric entry for this discount for comments or other info 4. Customer Pays tax: This will make the customer pay the tax on the subtotal before the discount 5. Discount order type charges: This will discount any order type charges (Ex. Delivery, Catering, etc.) 6. Require Approval: Do you want this discount to require a manager approval? 9. Under application items, you can select certain items that only apply to this discount (ex. Appetizers) 1. Click on the down arrow in the first box, and select the group of items that you want to apply. 2. If it is not available, see MENU ITEM FILTERS 10. When you are done, click save and close 23

24 HOW TO CREATE NEW DISCOUNTS Enter the Name you want for your Discount Select Active Time From Time Ranges Name of Discount Do you want all items, Selected items, or only one item? Check the Options that apply What type of Discount is this? Enter the $ amount or the % of your discount. Do you want this to only apply to certain items? See Menu Filters 24

25 HOW TO CREATE NEW VOID REASONS 1. In Set-up, click on ORDER ENTRY > VOIDS 2. In the left hand column of the screen that appears, there will be numbers. (These indicate VOID REASONS that have not been created.) 3. Click on one of the numbers 4. Hit the TAB key on the keyboard, and that will take you to the Name Field 5. Enter the reason for the VOID that you want to appear on the order entry screen. 6. Click SAVE and CLOSE 25

26 HOW TO CREATE NEW VOID REASONS Enter the Name you want for your Void Reason Name of Paid In 26

27 Transferring Checks TRANSFERING CHECKS ALLOWS YOU TO TRANSFER CHECKS THROUGHOUT THE RESTAURANT IN MANY WAYS. 1. TRANSFER TO A SERVER 1. Pull up the check that you want to transfer, hit the TRANSFER key on your command line 2. Touch SERVER. 3. This will bring up a screen with all the employees names. Touch the employee that you would like to transfer this check to. 4. The server must now go in and accept the check. It should appear in green on the table layout, the table # screen, or the check screen. 5. The server should enter their number, touch the green check, and hit yes to accept it. It is now their check. TRANSFER TO A TABLE # (OR CHANGE THE THE TABLE #) Pull up the check that you want to transfer to a different table. Touch the TRASFER key on your command line. Touch TABLE. This will allow you to enter in the proper table number. This check will now appear on the table number selected. If this is for the same server, and you are simply changing the table #, you are done. If you are transferring this to a table, so a different server can pick it up, that server must now go in under their #, and touch that table to accept it. They can do this by touch the table from the table layout, or entering that table number from the table # screen. TRANSFER ITEMS FROM ONE CHECK TO ANOTHER CHECK 1. Pull up the check that you want to move items from. 2. Highlight only the items that you want to transfer. 3. Touch TRANSFER on your command line and hit ITEMS. 4. This will bring you to the checks list screen. Touch the check that you want to transfer these items to. 5. It will ask you if you are sure, hit YES. These items will now appear on the selected guest check. 27

28 Transferring Checks 1. COMBINING TWO (2) CHECKS OR TABLES TO ONE (1): 1. Pull up the check or table that you want to combine with another. 1. Remember that you want to pull up the one that is moving to the other. 2. If table 6 is being combined with table 9, pull up table Touch TRANSFER on your command line and hit COMBINE. 3. This will bring you to the checks list screen. Touch the check that you want to combine this with. 4. It will ask you if you are sure, hit YES. 5. This check will now appear on the selected check, as a split check. If you want to continue to keep the checks split, you are finished, 6. If you want to combine them into 1 check, touch SPLIT on your command line 7. Then touch COMBINE from the split check screen. This will put them all in one check. 28

29 Splitting Checks or Items 1. SPLITTING CHECKS 1. Pull up the table or tab that you want to split between two or more people 2. Once you are looking at the guest check on the screen, touch the SPLIT button on your command line (Top Line) 3. This will bring you into the split checks screen, and you will see all the items on one check on the left side 4. Highlight the items on the check (by touching them), that you want to put on a different check. 5. Once everything is highlighted, touch an empty part of the screen. This will create a new check with the items that you selected. 6. If you want more than one, repeat the above steps. You can create as many checks as you want under one table. 7. When you are done, hit DONE. 8. This will bring you back to your guest check, and you will see multiple numbers at the bottom of the check, signifying each check that you created. 2. SPLITTING AN ITEM BETWEEN 2 PEOPLE 1. Pull up the table or tab that you want to split between two or more people 2. Once you are looking at the guest check on the screen, touch the SPLIT button on your command line (Top Line) 3. This will bring you into the split checks screen, and you will see all the items on one check on the left side 4. Highlight the items on the check (by touching them), that you want to split between 2 people 5. Touch the SPLIT ITEM button 6. This will split the item in ½ on the one check. 7. Now highlight one ½ of the items, and touch a blank part of the screen. 8. Follow the SPLITTING CHECKS directions above to move other items. 9. When you are done, hit HIT DONE. 3. COMBINING SPLIT CHECKS (If one person decides to pick up the entire bill, that you have already split) 1. Pull up that table or check to your screen 2. Hit the SPLIT key on your command ribbon (Top Line) 3. Hit the COMBINE button. This will put everything back onto one check 29

30 Splitting Checks or Items 30

31 HOW TO CHANGE YOUR GUEST CHECK & CREDIT CARD MESSAGES 1. In Set-up, click on Locations > Locations GUEST CHECK CHANGES 2. On the left hand side you will see different names (Bar, Restaurant, Delivery, etc.) 3. Click on the area where you want the guest check to change 1. If you want to change your delivery guest check, click on Delivery on the left hand side so it is highlighted in blue. 4. On the top of the screen (below the blue line that says Locations) click the 4 th tab that says Guest Check 5. You will see a Header and a Footer 1. Header prints at the top 2. Footer prints on the bottom 6. You can click in the top line of either field and use the delete or backspace key on the keyboard to delete what is in there. Begin typing. 7. If you click TAB, it will take you to the second line. It will highlight the whole line in blue, so if you want to get rid of that whole line, just begin typing and it will write over what is already in there 1. Note that this will automatically center on the guest check, you do not have to worry about that here. 8. The Inclusive and Exclusive tax options will allow you to change the way the tax prints on the check 1. Detail: Will print Food Tax: $1.95 Liquor Tax: $ Total: Will print Tax: $ None: Will print nothing, hence making the total seem wrong for exclusive taxes. It will show the subtotal as one amount, and the total as a higher amount, with no tax line in between 1. Note that inclusive taxes (such as alcohol tax at the bar) we usually set to none. 9. Do not worry about anything else in this section 10. To Save, click back on the first tab at the top (Locations) and then click SAVE and CLOSE CREDIT CARD MESSAGE CHANGES Copy the above directions, except for in number 4, click in the 3 rd tab that says CC Voucher There will also be no options for taxes here. When you are done, you can click SAVE and CLOSE from this screen. 31

32 HOW TO CHANGE YOUR GUEST CHECK & CREDIT CARD MESSAGES Exclusive and Inclusive tax options (How it prints on check) Different Location s Header Footer 32

33 How to Add, Edit or Delete Employees How to ADD AN Employee: 1. Make Sure you are in Setup 2. Click on Employee > Employees 3. Find an employee with a similar job and pay rate by scrolling through the column of employees on the left hand side 4. Click on that employees name. That name should appear highlighted in blue 5. Click the ADD Key on the right hand side 6. The screen will clear the fields of the current employee and will automatically put the curser in the FIRST NAME field. 7. Type in the first name 8. Hit Tab on the keyboard. This will take you to the last name box. 9. Enter the last name 10. Hit Tab on the keyboard until you get to ACCESS CODE 11. Enter in the number you want them to use for their access number 12. Using the Tab key, continue to all the fields that you want to enter. 13. By JOB and PAY RATE, make sure these are correct. 14. If and employee has more than one job and pay rate, enter that in the second field available. 15. Make sure that the pay rates correlate with the job. 16. When you are finished, CLICK SAVE 17. To add another employee, click ADD and continue at step When you are finished, CLICK CLOSE How to EDIT an Employee: 1. Make Sure you are in Setup 2. Click on Employee > Employees 3. Find the employee that you want to change by scrolling through the column on the left hand side. 4. Click on that employees name. That name should appear highlighted in blue. 5. Go to the field that needs to be changes by using your mouse and clicking in that field. 6. Change whatever information you need to change. 7. When you are done, Click SAVE. 8. When you are finished, CLICK CLOSE. SPECIAL NOTES Do not Edit an Employee while that employee is clocked in. Clock them out first, edit their information, and then clock them back in. How to DELETE AN Employee: 1. PLEASE NOTE: WE STORNGLY URGE YOU TO NEVER DELETE AN EMPLOYEE. BY DELETING AN EMPLOYEE YOU WILL LOSE THEIR HISTORY FOR PAYROLL. (It is better to make them inactive or terminated 2. Make Sure you are in Setup 3. Click on Employee > Employees 4. Find an employee that you want to delete by scrolling through the column of employees on the left hand side 5. Click on that employees name. That name should appear highlighted in blue. 6. Click the DELETE key on the right hand side of the screen. 7. It will ask you if you are sure you want to delete this employee. Click YES 8. That employee will disappear. 9. When you are finished, CLICK SAVE 10. When you are finished, CLICK CLOSE SPECIAL NOTES You can mark someone INACTIVE if they are planning on returning to your restaurant at a later time in the year, instead of deleting them from the system It is preferable never to delete an employee. You can mark he or she terminated.: This will allow you to return than employee to active if you have to access records. 33

34 Adding, Editing, or Deleting an Employee EMPLOYEE ACCESS CODE Change Employee Status Enter Employe es Job Enter Employe es Pay Rate Click to Close Click to Save changes Click to Add New Employee Never Delete Active Employee Click Print Employee List Click to Cancel any mistakes 34

35 Sending and Reading Messages to Employees SENDING MESSAGES TO EMPLOYEES Make Sure you are in Set-up Click on Employees and Scroll down to Messages Click on Write A Screen will appear with a To and a Subject box. To select an employee, click on the circle with three dots at the far right end of the TO: Line. (This is noted in the screen above where it says Filter Employees ) A third screen will appear where you see all the employees in your database You can click on their names and highlight them individually, OR You can filter by clicking Jobs or On Clock or Select all When you click on Jobs, it will ask you to select a job It will then show you the employees that have that job title You can manually select multiple people by clicking on their names, or you can click Select All to select them all. Once everyone you want to send the message to is highlighted, click OK This will take you back to the screen to type your message. The curser will default to the Subject line. Enter the subject of the message. (EX. Mandatory Meeting) Click Tab, or use your mouse to get into the field below where you can type your message. When you are done, CLICK SEND From here, you can write another one, or click close to exit. READING MESSAGES FROM EMPLOYEES Make Sure you are in Set-up Click on Employees and Scroll down to Messages If you have any messages, they will appear Highlight one of them, and click READ Read it When you are done, you have the option to DELETE, PRINT, or CLOSE When you are done, Click CLOSE 35

36 Sending Messages to Employees Time In Individual Time cards Time Out COMMAND S Date In and Out Employe e Job 36

37 Sending Messages To Employees Filter Employ ee SEND OK WRIT E Filter by Job Highlight Employees Send Message Filter by those clocked in Select all employees you see Canc el 37

38 How to Create, Change and Print Schedules Creating Schedules 1. Make Sure you are in Set-up 2. Click on Employees and Scroll down to Schedules 3. Click on New. Enter the proper date range. 4. You can use a previous schedule by clicking the down arrow and selecting that schedule (by date range). 5. Click OK. It will now take you to a screen where you can select a job. If you want to do everyone at once, then do not highlight anyone, and just click OK. If you want to do all your servers first, highlight Server, and then click OK 6. If you are starting new, click ADD, and a box will appear in the top left hand corner. You can click the down arrow and select the employee you want to being with. 7. Click in the appropriate day, and enter the times by: 1. Using the default times 2. Double Clicking and manually entering them in. 8. To add the next employee, click ADD, and repeat step #7. 9. When you are done with one job, click JOB again, and select a new job. 10. Continue the above steps beginning at step To view the entire schedule, click Job, and do not select any. Editing Schedules 1. Make Sure you are in Set-up 2. Click on Employees and Scroll down to Schedules 3. You will see a bunch of numbers that correlate with the dates for any given schedule period. Click on the proper date range. 4. Click on Edit. This will bring you to the screen to select a Job. If you do not choose a job, you will view the entire schedule. Click OK. 5. Highlight the field that you want to edit. To delete an entire row, highlight the persons name and click delete. 1. To Delete a certain time, highlight the time for the proper employee, and click delete in the bottom of the screen. 2. To change the time, double click in the box and it will allow you to enter a new time. 6. When you are done, click SAVE and CLOSE Printing Schedules 1. Click on Employee > Schedules, and select the proper schedule by date range. Click EDIT 2. If you want to print for specific job, select one. If you want to print the entire schedule, do not select a job, simply hit OK 3. In the bottom right hand corner, Click PRINT. It will ask you if you want to include cost information. Click YES or NO, and it will begin printing your schedule. 4. Click CLOSE when you are done. 38

39 Create, Change and Print Schedules Close New Select Job to Schedule Employee s > Schedules Select Date Range Edit Delet e Select Employe e Defaul t Times 39 ADD DELE TE JOBS PRINT

40 HOW TO EDIT, ADD, OR DELETE TIME CARDS (Page 1) 1. Go into Employees > Time Cards HOW TO EDIT TIME CARDS 2. You will see all your employees on the left hand side, and all the time cards in the middle column 3. Click on the employee whose time card(s) you need to adjust 4. You will see a list of their time cards for the selected date range. (To view more time cards than the current pay period, change the date in the top left hand side where it says, Dates From: ) 5. Click on the time card that you need to change 6. On the right hand side of the screen, you can change the dates and times of the highlighted time card by clicking in the proper field. 7. When you are done editing a time card, click save, and then click on the next time card that you need to adjust. 8. When you are done, Click Save. 9. To edit another employee, click on that employee s name, and repeat steps When you are finished, click SAVE & CLOSE. 1. Go into Employees > Time Cards HOW TO ADD TIME CARDS 2. You will see all your employees on the left hand side, and all the time cards in the middle column 3. Click on the employee who you need to add a time card for. 4. On the right hand side, click on the ADD Command. 5. The TIME IN Box will highlight in blue. Enter the proper time (in military time see next page). 6. Hit TAB on the keyboard, and that will take you to TIME OUT. Enter that and hit TAB on the keyboard. 7. Enter the Date In and Date Out 8. Enter the proper Job for that employee if they have more than one job. (This will make sure they are being paid the correct pay rate.) 9. When you are finished, click SAVE. 10. To add another time card, repeat steps When you are done, click SAVE and CLOSE. 40

41 HOW TO EDIT, ADD, OR DELETE TIME CARDS (Page 2) 1. Go into Employees > Time Cards HOW TO DELETE TIME CARDS 2. You will see all your employees on the left hand side, and all the time cards in the middle column 3. Click on the employee whose time card(s) you need to DELETE. 4. Click on the time card you want to delete, and click DELETE on the right hand side of the screen where the commands are. 5. Click SAVE 6. To delete more time cards, repeat steps When you are done, click SAVE and CLOSE MILITARY TIME SHEET 8:00 AM = 08:00 8:00 PM = 20:00 9:00 AM = 09:00 9:00 PM = 21:00 10:00 AM = 10:00 10:00 PM = 22:00 11:00 AM = 11:00 11:00 PM = 23:00 12:00 PM = 12:00 12:00 AM = 24:00 1:00 PM = 13:00 1:00 AM = 01:00 2:00 PM = 14:00 2:00 AM = 02:00 3:00 PM = 15:00 3:00 AM = 03:00 4:00 PM = 16:00 4:00 AM = 04:00 5:00 PM = 17:00 5:00 AM = 05:00 6:00 PM = 18:00 6:00 AM = 06:00 7:00 PM = 19:00 7:00 AM = 07:00 To enter minutes, simply enter the minutes after the proper time. Example: 11:45 AM = 11:45 11:45 PM = 23:45 41

42 HOW TO CREATE NEW TYPES OF PAID INS 1. In Set-up, click on ORDER ENTRY > PAID INS 2. In the left hand column of the screen that appears, there will be numbers. 1. These indicate paid ins that have not been created 3. Click on a number. 4. Hit the TAB key on the keyboard. This will take you to the NAME field, so you can type whatever name you want to appear. 1. Note that you have a limited number of characters. 5. Under payment, you can click the down arrow and select a certain payment that this type of paid in will always be. 1. Note that you do not have to do this. If you do not select one, and leave it set to <NONE>, then it will allow you to select it when you enter this in the front. 6. Put a check mark in the APPROVAL box if you want to require a manager approval, by clicking the box with your mouse. 7. When you are done, click save and close 42

43 HOW TO CREATE NEW TYPES OF PAID INS Enter the Name you want for your Paid In Name of Paid In You can enter a specific type of payment if you want If you want vouchers/receip ts to print, enter how many Check if you want this to require a manager approval 43

44 HOW TO CREATE NEW TYPES OF PAID OUTS 1. In Set-up, click on ORDER ENTRY > PAID OUTS 2. In the left hand column of the screen that appears, there will be numbers. 1. These indicate PAID OUTS that have not been created 3. Click on a number. 4. Hit the TAB key on the keyboard. This will take you to the NAME field, so you can type whatever name you want to appear. (EX. GAS STATION) 1. Note that you have a limited number of characters. 5. Put check marks in the appropriate boxes under the OPTIONS fields. 1. If you want the cash drawer to open (so you can put cash in the cash drawer) 2. Do you want the person to have to enter an invoice number (ex. Inv ) 3. Do you want the person to have to enter the vendors name (ex. SYSCO) 4. Do you want it to prompt for alpha-numeric input for additional comments (ex. Bread) 6. Enter the number of vouchers you want to print when this PAID OUT is used. If you do not require a voucher, put a zero in the box. 7. When you are done, click save and close 44

45 HOW TO CREATE NEW TYPES OF PAID OUTS Enter the Name you want for your Paid Out Name of Paid Out Check the Options that you want If you want vouchers/receip ts to print, enter how many 45

46 HOW TO CREATE BLACKBOARDS (PART 1) BLACKBOARDS ARE SIMPLE TEXT DOCUMENTS THAT YOU CREATE IN WORDPAD 1. On your keyboard, in the bottom left hand side is a key that has a picture of a flying window. Touch that. 2. That will bring up a window on the left hand side of your screen. 3. Using your mouse, scroll up to programs. That will bring a screen to the right. 4. Using your mouse, scroll over to ACCESSORIES. That will bring up another screen to the right. 5. Using your mouse, scroll over to WORDPAD, and click. 6. That will bring up a screen that you can type whatever information you want to display on the front of the house. 7. When you are finished typing your information, click FILE in the top left hand side of the screen. 8. Scroll down to SAVE AS and Click. 9. This will bring up the screen above. 10. Where is says SAVE IN click the down arrow and scroll to MY COMPUTER. 11. Below that double click on (C:), Then FOCUS (Not FOCUS UTILITIES, just FOCUS), then double click on BOARD. 12. When BOARD is in the SAVE IN Section, you can now enter what you want to name your file in FILE NAME 13. Then you need to make sure that it is saving as FILE TYPE : Rich Text Format (RTF). 14. Below File Name is File Type Next to File type is a down arrow. Click on it and it will display a variety of file types included Rich Text Format, Text Document, and Word for Windows. 15. Click on Rich Text Format (RTF). 16. When that is all done, click SAVE. 17. When you are finished, you can close the screen by hitting the x in the top right hand corner of the screen. 18. YOU HAVE NOW COMPLETED THE FIRST STEP. 46

47 HOW TO CREATE BLACKBOARDS (Picture 1) The file must be saved in this directory: BOARD What you want to call this file (For your recognition only) When your screen looks like this: Proper File Name, Saved in Board, Saved as RTF, Click Save. What you type in The file must be saved as a RTF: Rich Text Format Clicking on this down arrow will allow you to select RTF: Rich Text Format 47 47

48 HOW TO CREATE BLACKBOARDS (PART 2) Once you have created the text document, you have to set it up in FOCUS 1. In Set-up, click on ORDER ENTRY > BLACKBOARDS 2. To create a new Blackboard, click in the left hand column under BLACKBOARDS where it says Board3 or one with a number. 1. Typically that means that it is not being used 3. Once you have something in the left hand column highlighted in blue, hit the TAB key on the keyboard. This will take you to the name field, where you can type whatever you want to name this blackboard. (Ex. Monday Specials) 4. The next step is to put the file you created below where it says File Name 5. Click the little folder underneath the File Name Field to the right. 6. This will take you into the folder where your document should be saved. 7. You should see your document and double click on it. Now the File Name should read whatever you named your folder. 8. The next step is to put check marks in the days that you want this message to display. You do this by clicking on the box next to the day. To uncheck a day, click on the check mark next to that day. 9. Then put a check mark in ACTIVE and STRECH 10. For display level, set it to 1, unless you only want it to appear on certain stations. In this case, call (612) for a technician to help you set this up. 48

49 HOW TO CREATE BLACKBOARDS READ THIS ************************************************ ***************** This information above that show up in the Order Entry Screens are called BLACKBOARDS. They can display whatever information you want. Daily specials, Promotional Reports, or Notices to employees. ************************************************ *****************

50 HOW TO CREATE BLACKBOARDS (Picture 2) Where you enter name Blackboard Names File you typed Days you want to display this blackboard For this to appear in the front, it must be checked ACTIVE Number of Seconds to appear on the screen before scrolling to the next active blackboard 50

51 HOW TO RUN REPORTS 1. In Set-up, click on Reports > Reports 2. A box full of reports that have been set up for you will appear. 3. Click on the report that you want to run 4. Another box will appear that will allow you to adjust the options 1. Start Date and End Date 1. Note that next to the date is a little box with a 15 inside it. If you click on that, it will bring up a calendar in which you can click o the date that you want to select. You have to click OK in the calendar before you can continue. 2. Revenue Center 1. If you leave it at None it will run the report for the entire restaurant 2. If you click the down arrow in that box, you will be able to click on a given revenue center 1. Ex. Dining Room, Bar, Carryout, Delivery, etc. 3. Output Options (Which ever circle has the black dot in it, is where the report will print) 1. Screen: Will just bring the report to the screen 1. Note that you can then print it once you view it on the screen. 2. Printer: Will print the report to your printer 3. File: Will save it to a file in your Focus folder 1. Note that you need to type in a name next to File Name to use this option 4. Will it to the default address we have set up in your computer 5. If there is other options, you can turn them off or on by clicking the boxes and putting a check box in them, or removing the check marks. 6. Click OK 51

52 HOW TO RUN REPORTS Different Reports Setup END DATE START DATE Output Options Revenue Center to Run Report for 52

53 HOW TO RUN REPORTS Name of Report OPTIONS Type of Report you are creating Default Printer Shift to Run Report 53

54 Different Types of Reports 1. There is a down arrow under TYPE, that when you click it, you can choose different types of reports to create. 2. The following are the reports available. You can use the same report type to create different reports: 1. Collection Report: This report will allow you to check certain reports that you want to print all at once. 2. Hourly Report: Will print a sales summary for different intervals of time during the day 1. Ex. Name: Lunch Report Type: Hourly Start Time: 11:00 End Time: 14:00 Interval This will print out sales summary between 11:00 and 2:00 for each 30 minute time period 3. Activity: This will be a check out report for Waitresses, Bartenders, Drivers, etc. 1. You can check what fields you want to appear on their reports 4. Sales Accountability: This will give you sales accountability for every person that tenders checks 5. Daily Sales: Daily sales summary for the day, and by different time periods in the days 6. Cumulative Sales: This will give you sales summary for all the days you have saved in your computer 7. Voids/Discounts: This gives you different ways to run your void and discount reports 8. Attendance: Gives you daily attendance and time cards 9. Labor Percentage: Labor percentage in comparison to sales 10. Payroll Report: Weekly or bi-weekly or monthly payroll for all employees 11. Overtime limit: Which employees are reaching, or have already reached, overtime 12. Daily Item Count: Can run this for certain items on a daily basis 13. Weekly Item Count: Items sold on a weekly basis 14. Cumulative Item Count: Items sold for all the checks in your computer 15. Media Report: Reports on the different payments you have collected 16. Promotional Report: This report will keep track of sales contest: 1. Who sells the most bottles of wine 1. By person 2. By percentage of sales 3. By number of tables 4. Overall 54

55 Different Types of Reports of Report Security you Type Code are for creating each report 55

56 1. In Set-up, click on Reports > Reports 2. On the left hand side you will see the names off all the reports that have already been created. 3. Scroll down the left hand side until you see a report that says Report with a number next to it. (Report23) 4. Click Tab on the keyboard, that will take you to the name field, where you can type what you want to name your report. 5. The field next to the name field is Report Type. Click the down arrow and a list of reports will appear. 6. Select the type of report that you want to create. (The following pages explain the different typed of reports) 7. All the reports will have different options to select. The options that will always be present are: 1. Output option: Where do you want this report to go (printer, screen, file or ) 2. Revenue Center: Which revenue center do you want this report to be ran for (none will run the report for the entire restaurant.) 3. Security Level: 1 will allow all employees to view it, 2-5 will allow different management levels to view it. 5 will allow only owners. 4. Printer Format: How you want your report to print. (Landscape, Normal, etc.) 5. Complete Format: Should always be set to Full Cut 6. On screen: To view this report, the on screen box must have a check mark in it. 8. Other Options can be selected for different reports: 1. Sort: How you want the report sorted. (By employee, by Type, by Amount.) 2. Types: What you want to run on the report: Certain credit cards, certain discounts, etc. 3. Shift Options: What time periods you want this report to run for (In military time) 4. Other options appear below. 9. When you are finished creating your report, click SAVE and CLOSE, and you can now run this report from REPORTS > REPORTS. 1. See How to Run Reports How to Create New Reports 56

57 1. Go to Close Day > Deposits 2. To add a deposit for the current day, or a previous day, click ADD 3. A screen will appear 4. Select the proper date 5. Enter in the proper amount of cash and checks 6. You can add a comment if you would like to 7. Click OK 8. That will take you back to the first screen you were in. You should see that deposit appear. 9. Click Close. Entering your Daily Deposit ** This amount will now appear on your daily sales reports, and will tell you what you were over or short. 57

58 Entering your Daily Deposit Date range of deposits You are looking at Date of Deposit Amount of Cash Amount of checks Enter a description if you want (over or short) ADD Hit OK when you are done 58

59 End of Day Processes 1. HAVE ALL SERVERS CHECK OUT 1. Your servers should be able to print their reports if they have edited all their credit card tips, and they have no open checks. 2. This report will tell them how much money they owe you. 3. The top of the report will tell you their sales, their voids, and their # of tables 4. ½ way down the report will tell you: 1. Gross cash (How much cash they took in) Less: 2. Tips Paid Out: (The credit card tips that they took in) Plus: 3. CC Tip Fee: (Amount the credit card company charges you on their credit card tips): Plus 4. Any Bank that they started with: EQUALS 5. NET CASH Positive amount, restaurant is owed money. Negative employee owed money 6. Make sure they have all their credit card slips and the cash they owe you all in order and facing the right way. 2. BATCH YOUR CREDIT CARDS IF THEY DO NOT RUN AUTOMATICALLY 1. See batching credit cards on pages RUN YOUR REPORTS IF YOU DO NOT GET THEM AUTOMATICALLY 1. See running reports on pages CLOSE DAY 1. Once all looks good Close Day. See close day pages

60 Editing Tips & Reprinting Credit Card Vouchers 1. ENTERING A CREDIT CARD TIP 1. Go into the main screen. 2. On the command line, hit EDIT TIPS 3. You should see all credit card transactions that you have access to. 4. Highlight the one that you need to enter the tip on 5. HIT EDIT TIPS 6. Enter the amount of the tip into the screen, and hit OK 7. You can do all of them at once, or periodically though out the day. 8. When you are done, hit CLOSE. 2. IF YOU CAN NOT SEE THE CREDIT CARD TRANSACTION 1. Follow the above steps 1 & Then hit the ALL button on the screen. (This will show you all credit card transaction.) 3. Follow the above steps (4 8). 3. CHANGE A TIP THAT YOU ALREADY ENTERED 1. Go into the main screen. 2. On the command line, hit EDIT TIPS 3. Hit the ALL button to see the transaction that already has a tip on it. 4. Highlight it, and hit EDIT TIP. 5. Correct the amount and hit OK 6. When you are done, hit CLOSE 4. REPRINT A CREDIT CARD SLIP 1. Go into the main screen. 2. On the command line, hit EDIT TIPS 3. Hit the ALL button to see the transactions. Highlight the one that you need to print 4. HIT PRINT, HIT CLOSE 60

61 Editing Tips & Reprinting Credit Card Vouchers 61

62 1. CLOSING YOUR DAY 1. EVERY MORNING YOU SHOULD GO INTO CLOSE DAY HIT STATUS, AND MAKE SURE THAT YOUR DAY CLOSED EVERY SINGLE DAY BEFORE YOU OPEN!!! 1. HIT CLOSE DAY 2. HIT STATUS 3. IT SHOULD DISPLAY A SCREEN THAT TELLS YOU WHEN CLOSE DAY RAN, AND IF IT WAS SUCCESSFUL 4. IT SHOULD ALSO TELL YOU IF YOU HAVE BATCHED YOUR CREDIT CARDS 5. IF EVERYTHING IS SUCCESSFUL, HIT CLOSE, AND YOU ARE DONE 6. IF IT DOES NOT SAY SUCCESSFUL, YOU WILL MANUALLY NEED TO CLOSE YOUR DAY!!! 2. MANUALLY CLOSING YOUR DAY 1. HIT CLOSE DAY 2. HIT CLOSE DAY 3. HIT CLOSE DAY 4. HIT YES 5. HIT YES 6. HIT YES Close Day 7. IT WILL TELL YOU THAT DAY IS CLOSING PLEASE WAIT. DO NOT TOUCH ANYTHING 8. A SCREEN WILL COME UP AND TELL YOU THAT YOUR DAY WAS CLOSED. HIT OK AND YOU CAN NOW OPERATE FOR BUSINESS!!!!!!!!! 62

63 Close Day 63

64 Batching Your Credit Cards 1. MANUALLY BATCHING YOUR CREDIT CARDS IF YOU ARE IN BALANCE 1. HIT BATCH IT SHOULD SAY IN BALANCE 2. HIT SETTLE, AND IT WILL ASK YOU IF YOU ARE SURE YOU WANT TO SETTLE YOUR BATCH 3. HIT YES. DO NOT TOUCH ANYTHING, LET THIS RUN 4. IT WILL COME UP IN A COUPLE MINUTES TELLING YOU THAT THE BATCH WAS SUCCESSFUL 2. MANUALLY BATCHING YOUR CREDIT CARDS IF YOU ARE NOT IN BALANCE 1. HIT BATCH IT SHOULD SAY NOT IN BALANCE 2. HIT SETTLE, AND IT WILL TELL YOU YOU ARE NOT IN BALANCE AND YOU NEED TO RECONCILE 3. IT THE RECONCILE BUTTON. IT WILL EXPLAIN TO YOU WHY YOU ARE NOT IN BALANCE 4. HIT RECONCILE AGAIN 5. HIT SETTLE 6. IT WILL ASK YOU IF YOU ARE SURE YOU WANT TO SETTLE YOUR BATCH 7. HIT YES. DO NOT TOUCH ANYTHING, LET THIS RUN 8. IT WILL COME UP IN A COUPLE MINUTES TELLING YOU THAT THE BATCH WAS SUCCESSFUL 3. IT IS CRITICAL THAT THE BATCH BE RUN WHEN THE DAY IS OVER, ALL CHECKS ARE CLOSED AND ALL TIPS ARE EDITED. IF YOU DO NOT BATCH AT NIGHT, YOU MUST BATCH BEFORE THE FIRST CHECK IS OPENED FOR THE CURRENT DAY. AS A SAFEGUARD, IF YOU BATCH AT NIGHT, THE OPENING EMPLOYEE SHOULD DOUBLE CHECK TO MAKE SURE THE BATCH HAS BEEN RUN. 4. THE EMPLOYEE GOES TO THE BATCH COMMAND. IF THE BATCH HAS BEEN SUCCESSFUL, THE NUMBERS AT THE TOP OF THE BATCH REPORT WILL ALL BE ZEROES. THE STATUS REPORT WILL SAY THE DAY AND TIME THE BATCH WAS RUN. IT SHOULD BE THE NIGHT BEFORE, EARLY AM THE CURRENT DAY OR RIGHT BEFORE OPENING IF THE BATCH IS RUN IN THE MORNING. 5. IF THE BATCH WAS UNSUCCESSFUL, THE EMPLOYEE SHOULD CALL DPM DURING BUSINESS HOURS, 64

65 Batching Your Credit Cards 65