App user guide. October 2018

Transcription

1 App user guide 1

2 Table of Contents Starter/Ranger functionality Creating an order Splitting an order Combining orders Adding a customer, notes and number of guests to an order Applying a special Deleting a special from an order Paying for an order Paying for an order with a split transaction Paying for an order using account credit Overriding auto gratuity on an order Adding tips to an order Enabling and using paperless tips Closing registers on the tablet Switching users Locking the Assigning printer stations to the Creating and editing table management Utilizing table management

3 Starter / Ranger functionality Please see the Starter / Ranger screen (below), which includes a quick walk through of the new layout Area where users can easily switch between days with the calendar date picker. 2 Area where users can switch between first tee, tenth tee and final round views Assign the number of carts, in addition to cart numbers to a tee time. Check in or pay for golfers straight from the starter hut. Area where users can Begin and Finish a round, in addition to a configurable option to track the turn. Identify who has checked-in within the desktop tee sheet from the. 3

4 Creating an order 1. To start, open up the G1 tablet app. Log-in using your G1 credentials. 2. To create a new order, click on the Shop button. This will open the orders screen. 3. To view your menu, click on the icons on the left hand side of the screen. This will expand your course s menu, allowing you to select your menu items. Your menu items will be sorted alphabetically. 4. Once you select a section of the menu, the left menu bar will be hidden. This allows you to utilize the full screen for your menu items (pictured, top left). We are going to select Cheeseburger. Please note, the following icons which will denote either Add-on or Forced modifiers. Wrench icon: This icon denotes that forced modifiers are associated with the product. Plus icon: This icon denotes that add-on modifiers are associated with the product. 5. We are now brought to our modifiers screen (pictured, top right), which allows you to select the cooking temperature, cheese selections, and more. We are going to select Medium and Sliced Cheddar Cheese. 6. Next, you can add a note to the order - which will print out on the kitchen ticket. We have an additional area for a Fire Message, which can be used for allergies as an example. The Fire Message will print in red to the kitchen ticket (pictured, top right). Once complete, click Save. Please note, to update the Notes or Fire Message on an item, swipe left on the item in your order. Select the pencil icon (pictured, bottom center). Complete updates, as applicable. Click Save. 7. You can add additional items to the order, and once completed - click Save. 4

5 Splitting an order 4. To split the order, select the Options button from the right hand side of the screen (pictured, top left). 5. Next, you will select the Split Order button (pictured, top right). 6. This will bring you to the screen to split your order. 7. You can split your order 1 of 2 ways (pictured, bottom left). The first, is to select the items from Order 1 on the left hand side. You will notice check boxes next to the items you want to split. Once all of your items are selected, tap into the header of the new order. The second way to split an order, is to click and hold an item from the left hand side, then drag and drop the item onto the new order. 8. To split the order further, click the + sign in the top right corner of the Split Order screen. 9. Once complete, click Save Changes. When you navigate to the Orders screen, you will now notice that the orders have been split (pictured, bottom right). Please note, you can also access the Payment Options screen by selecting the Ellipsis (...) button on the Orders screen. 5

6 Combining orders 4. To combine orders, select the Options button from the bottom right of the screen. 5. Next, you will select the Combine Order button (pictured, top left). 6. This will bring you to the screen to combine orders. 7. Select an order, or multiple orders, from the right hand side of the screen. You will notice check boxes next to the order(s) you want to combine (pictured, top right). 8. Once complete, click Combine Orders. You will now notice that the two (or more) orders were combined into one on the right hand side of the screen. 9. Select Go to Orders to return to the Orders screen, or click Pay Now to pay for the order. Please note, you can also access the Payment Options screen by selecting the Ellipsis (...) button on the Orders screen. 6

7 Adding a customer, notes and number of guests to an order 4. To add a customer, notes, or number of guests to the order, select the Options button from the right hand side of the screen. 5. To add a customer: Select the Manage Customer button. (pictured, top left). Type in the customer s name and select the customer (pictured, top right). 6. To add notes to an order: Click the + sign in the Notes section at the bottom right hand side of the screen. Type in a note for the order. This can be used for customer descriptions, to mark a To-Go order and more. Click Update Notes. 7. To update the amount of guests on an order (pictured, bottom center): Click the blue box under # of Guests to update the guest count on the order. Type in the updated number of guests. Click Update. 7

8 Applying a special to an order 4. To apply a special, select the Options button from the bottom right of the screen. 5. Next, you will select the Apply Special to Order button (pictured, below). 6. Select a special from the list to apply a special to the order. 7. Once complete, click Apply Special. You will now notice that special has been applied to the order. 8. Select Go to Orders to return to the Orders screen, or click Pay Now to pay for the order. Deleting a special from an order To delete a special from an order, complete the following steps: 1. Open an order with specials applied. 2. To remove a special from one or multiple items within the order, swipe left on the special. 3. Click the trash icon. 4. The special has been deleted from that item. 8

9 Paying for an order 4. You can navigate to the payment screen 3 different way. The first option is to utilize the Quick Pay button directly from the Shop screen. The second option is to utilize the Options button from the Shop screen, then selecting Pay Now. The third option is directly through the Orders screen. By clicking the $ button, this will take you directly to the payments screen. Quick Pay Pay Now $ button 5. Once on the payment screen, you have the option to utilize a credit card, cash, or gift certificate payment type. From the Credit Card tab, swipe the credit card, insert into the EMV terminal, or use a card associated with the customer s profile. Select Use This Card to apply payment. From the Cash tab, select a pre-defined tender amount, or enter in a custom amount selecting other amount. Upon receiving full payment, the screen will display the amount of change due to the customer. From the Gift Certificate tab, enter the Gift Certificate, Gift Card, or Raincheck number. You will be prompted to select the type being applied for payment. 6. Once complete, select Close Order. Credit card Cash Gift certificate Please note, if a customer is associated to an order and has account credit, you will see an Account Credit tab within the payment screen. 9

10 Paying for an order with a split transaction 4. You can navigate to the payment screen 3 different way. The first option is to utilize the Quick Pay button directly from the Shop screen. The second option is to utilize the Options button from the Shop screen, then selecting Pay Now. The third option is directly through the Orders screen. By clicking the $ button, this will take you directly to the payments screen. Quick Pay Pay Now $ button 5. Once on the payment screen, you have the option to utilize a credit card, cash or gift certificate payment type. 6. In this example, we are going to utilize a split payment with a credit card and cash. 7. On the Credit Card tab, select the button next to Amount to Charge to enter in the amount being applied to the credit card (pictured, bottom left). Once the amount is entered, click OK. 8. Swipe the credit card, insert into the EMV terminal, or use a card associated with the customer s profile. 9. Select Use this Card to apply payment. 10. Navigate to the Cash tab, and select Pay Remaining Balance (pictured, bottom right). 11. Once complete, select Close Order. 10

11 Paying for an order using account credit 2. Select an open order by clicking the Ellipsis (...) button. 3. Add a customer to the order by selecting the person icon towards the top right hand side of the screen or click the Manage Customer button. 4. Type in the customer s name and select the customer. Select the Pay Now button. 5. If the customer has account credit, you will see an Account Credit tab within the payment screen. 6. Click the Account Credit tab. 7. Select the Use Credit Account button. 8. Once complete, select Close Order. Overriding auto gratuity on an order 4. To override gratuity, select the Options button from the bottom right of the screen. 5. Next, you will select the Override Auto-gratuity button. 6. This will prompt you to enter in the amount for the override. 7. Once complete, click Override. 8. Select Go to Orders to return to the Orders screen, or click Pay Now to pay for the order. 11

12 Adding tips to an order 4. Navigate to the payment screen. 5. Once you are ready to pay, click on the Credit Card tab. 6. Swipe the credit card, insert into the EMV terminal, or use a card associated with the customer s profile. 7. Select Use this Card to apply payment. 8. Once the card is selected to be used, click Add Tip. You can also utilize the Print Add Tip Receipt to allow users to specify their tip amount prior to submitting within the app. 9. Type in the tip amount, then select OK. 10. Once complete, select Close Order. Enabling and using paperless tips 1. To enable paperless tips, click the gear icon in the top right corner of the screen. 2. Click Enable paperless tips. To use paperless tips, complete the following process: 4. Navigate to the payment screen. 5. Once you are ready to pay, click on the Credit Card tab. 6. Swipe the credit card, insert into the EMV terminal, or use a card associated with the customer s profile. 7. Select Use this Card to apply payment. 8. Once the card is selected to be used, click Add Tip. The customer will be handed the to select the tip amount for their order. Once selected, the will be handed back to the server. 9. Once complete, select Close Order. Closing registers on the tablet 1. To close the register, click on the gear icon in the top right corner of the screen. 2. Click the Cash Registers button on the left hand side of the screen. 3. Click Close Register under the selected register. 4. Enter in the following information: Enter the Starting Cash or use the Cash Count Calculator by clicking the $ button. Enter the End of Day Cash or use the Cash Count Calculator by clicking the $ button. Enter in the Next Day Starting Cash or use the Cash Count Calculator by clicking the $ button. 5. Click Close Register. 12

13 Switching users 1. To enable server pins, or switch users, click on the lock icon in the top right corner of the screen. 2. Users will then be prompted to enter in their pin number and click on the lock icon to sign in. 3. To disable server pins, or log-in using full credentials, select Switch User and click the lock icon when you are ready to proceed. Locking the 1. To lock the, click the gear icon in the top right corner of the screen. 2. Click Lock F&B. Assigning printer stations to the 1. To assign a printer station, click on the gear icon in the top right corner of the screen. 2. Click the Printing button on the left hand side of the screen. 3. Select the printer (IP address) for each printing station. 13

14 Creating and editing table management Creating dining rooms 1. To create dining rooms, select the click the gear icon in the top right corner of the screen. This will bring you to the settings page. 2. Select Table Management. 3. Click the + sign in the top right corner. 4. Type in the name of your dining room and enter in the dimensions of the room (measured in feet). 5. Click Create Room. Adding tables and editing your dining room 1. To create dining rooms, select the click the gear icon in the top right corner of the screen. This will bring you to the settings page. 2. Select Table Management. 3. Select the room where you would like to add tables or edit. 4. Select the shape of the table you would like to add to the room. 5. Add in the table name and capacity. 6. Complete the steps (4 and 5) until you have the appropriate amount of tables for your room. 7. Drag and drop the tables within the room space to create your dining room layout. 8. Once you have completed building your layout, click Save Layout. Edit table area Bar layout example Editing a table name 1. To create dining rooms, select the click the gear icon in the top right corner of the screen. This will bring you to the settings page. 2. Select Table Management. 3. Select the room and table that you would like to edit. 4. Within the table settings, you can either rename or edit the capacity of the table. 5. Once you have completed editing your layout, click Save Layout. 14

15 Utilizing table management Assigning orders to a table (Order view) 4. To assign a table, select the Options button from the bottom right of the screen. 5. Select the Assign Table to Order button. 6. To assign the order, scroll the room list to find the appropriate dining area (pictured, right). 7. Select the table name within the area to assign the order to the table. 8. Click Assign Table. Assigning orders to a table (Host view) 2. Select the Table button in the top right. 3. To assign the order, scroll the room list to find the appropriate dining area (pictured, right). 4. Select the table name within the area to assign the order to the table. 5. The pop up on the right side of the screen will list out all of the orders assigned to that table, in addition to orders that have not yet been assigned to a table. 6. Find the order you want to assign and click the + button in the right corner. Paying for an order (Host view) 2. Select the Table button in the top right. 3. Scroll the room list to find the appropriate dining area where the order is located. 4. Select the table name where the order is assigned. 5. To pay for an order, select the green $ button next to the order. 6. Select the payment type. 7. Complete the transaction. 15

16 Need more assistance? For a quick refresher on your G1 system, including how-to documents that walk you step-by-step through various processes, visit the GolfNow Business Support Page at If you have any questions, or need further assistance, please contact GolfNow Cares at GOLF. 16