Geller Touch User Manual
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Geller Touch User Manual

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Geller Touch
Geller Touch User Guide
Version 1.0 (8.1.0 r2b31)
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Summary of Contents for Geller Touch

  • Page 1 Geller Touch Geller Touch User Guide Version 1.0 (8.1.0 r2b31)

  • Page 2: Table Of Contents

    Contents About This Manual ..................... 9 Back Office ......................10 General Navigation ....................10 Your Product Database ..................11 How to create a new PLU/Product ..............12 Editing existing Product ..................13 Deleting a Product ..................... 14 Add a comment ....................15 Enable Compulsory Receipts for a Product ............
  • Page 3 To create a new Operator .................. 29 To edit an existing Operator ................31 To delete an Operator ..................31 Receipt Set Up ...................... 32 Setting the Header and Footer for Receipts ............32 Reason Menus ...................... 34 To add a value to a reason type ................ 34 To remove a reason ...................
  • Page 4 Using a menu ..................... 60 Using the scanner for products with barcodes ........... 61 Layaway ......................61 Product Search ....................63 Product Enquiry ....................64 Paying a transaction ..................65 To accept multiple Tender Types ............... 66 Printing a Gift Receipt ..................67 Printing a Receipt: ....................
  • Page 5 Group/Dept......................78 Product Sales Report ..................78 Hourly Report ..................... 78 Mix and Match ....................78 End of Day ......................79 Cash Declaration ....................79 Sales Review ......................82 Central/Archive Sales ..................82 To find a transaction from a past date ............... 83 To Print a Copy Receipt ..................
  • Page 6 Credit Notes ......................107 Issuing a Credit Note ..................107 Using/Redeeming a Credit Note ..............108 Stock In/Out ......................109 Setting up a Stock item ..................109 To set up a recipe item ..................111 Stock Orders ....................... 114 To create a new Order manually..............114 Setting a Product to use min and max criteria ..........
  • Page 7 Transaction Overview ..................142 Customer Groups ....................143 Adding a New Group ..................143 Deleting a Group ....................144 Customer Orders ....................146 Create a New Order: ..................146 Add to an Existing Order: ................. 148 Remove an Item from an Order ............... 150 Amending a Product on an Order ..............
  • Page 8 Adding a Deposit to an Order ................172 Refunding a Deposit from an Order ..............174 Finalising an Order ................... 176 On Stop ....................... 178 What happens on the till? ................178 Loyalty ........................ 179 Making a Sale with Loyalty ................179 Redeeming Points ....................

  • Page 9: About This Manual

    About This Manual This Manual tells you how to use Geller Touch. It gives you information on how to set up and maintain your system and some general good practice advice. Any information you cannot find in this manual is covered in the Advanced User Manual, please speak to your Dealer.

  • Page 10: Back Office

    Last - takes you to the last record Delete - will delete the current record Save – saves any changes made to the current record Abort – exits the current record and does not save any changes Exit – exits the Geller Touch Software...

  • Page 11: Your Product Database

    Your Product Database Your Product Database should be regularly maintained with key information such as cost and retail prices. The product database is divided into 3 areas; Groups, Departments and PLUs (products). A ‘Group’ is a reportable area e.g. Food. A ‘Department’ is a reportable area within a ‘Group’...

  • Page 12: How To Create A New Plu/Product

    How to create a new PLU/Product  You can also create products on the fly in sales mode – see Functions section If you are using the stock control module as well please also refer to Stock In/Out section of the manual before saving the item. Select Select A blank product record is displayed...

  • Page 13: Editing Existing Product

    Press Enter, if you wish to create this product select Yes, if a product with the PLU already exists you will be taken to that record Enter the description of the product – this is limited to 30 characters and is shown on reports In the price levels section enter the retail price for the relevant sale sizes and price levels...

  • Page 14: Deleting A Product

    Enter the PLU or description of the product or use the search boxes and press Enter The Product record is displayed, from here you can edit information such as prices, reporting department, name  The PLU field cannot be edited Once all changes have been made select Save ...

  • Page 15: Add A Comment

    Add a comment Comments are displayed on the terminal and/or customer receipts and are product specific Select This will display the comments page If the comment is to be displayed to the Operator only Tick the display comment to operator box Type text into the text box below If the text is only for a Trainee Operator Tick the display only for trainee operator box...

  • Page 16: Enable Compulsory Receipts For A Product

    Enable Compulsory Receipts for a Product Select Tick Every time this product is sold it will produce a receipt...

  • Page 17: Suppliers

    Suppliers Creating new Supplier Select Select A blank Supplier record is displayed In the supplier code field enter in the unique supplier code – this can simply be 001 if your suppliers do not use codes Press Enter, if you wish to create this Supplier select Yes, if a Supplier with the code already exists you will be taken to that record Enter the company name in the company field ...

  • Page 18: Editing An Existing Supplier

    this information will be shown in the supplier list report. Editing an existing Supplier Select Select From the drop down box select the supplier to be edited or type in the supplier code and press enter Edit the information as required Select Save Deleting a Supplier Select...

  • Page 19: Condiments

    Condiments Condiments are extra instructions that can be added to the profile of a product e.g. cooking instructions for a steak or size of shoe sold. Creating a new Condiment Select Select A blank Condiments record is displayed Enter the unique condiment number (you can see the last one used by looking in the drop down list) Press Enter, if you wish to create this Condiment select Yes, if a Condiment with the code already exists you will be taken to that record...

  • Page 20: Editing A Condiment

    Enter the title of the condiment e.g. Cooking Instructions or Shoe Colour Press Enter In the first field type the first selection you would like to see in your list If this is not a compulsory selection remove the tick from the ‘Compulsory’ Once all the options have been entered select Save, if you do not wish to Save this select Abort ...

  • Page 21: Attaching A Condiment To A Product

    If you are sure you want to delete it select Yes if not select No Attaching a Condiment to a Product Select Products Find the product you wish to attach the Condiment to Select the ‘Profile’ tab In Condiments use the drop down selections to chose the options you wish to attach Select Save...

  • Page 22: Removing A Condiment From A Product

    Removing a Condiment from a Product Select Products Find the product you wish to remove the Condiment from Select the ‘Profile’ tab In Condiments Select the next to the option you want to remove Select Save  You can have a maximum of 3 condiments attached to a product and each condiment can have a maximum of 16 options ...

  • Page 23: Menus

    Menus Menus are buttons on the tills that display predefined products e.g. all pasta dishes or all type of shoe. How to create a new Menu Select Select Enter the unique menu number (you can see the last one used by looking in the drop down list) Press Enter, if you wish to create this Menu select Yes, if a Menu with the number already exists you will be taken to that record...

  • Page 24: To Delete A Menu

    A blank menu record will be displayed From the drop down box select the Menu to be edited and press enter Edit the information as required Select Save  You can have a maximum of 16 options attached to a menu To delete a Menu Select Select...

  • Page 25: Questions

    Questions Questions can be used in several ways e.g. in the bar environment they can be used to prompt the user to check for ID when selling alcohol or in the retail environment to up sell; so if they are selling a pair of shoes would the customer like shoe polish? To create a new Question Select...

  • Page 26: Attaching A Question To A Product

    Enter the unique number (you can see the last one used by looking in the drop down list) Press Enter, if you wish to create this Question select Yes, if a Question with the number already exists you will be taken to that record Enter the title of the Question e.g.

  • Page 27: Customer Display (Pole Display)

    Customer Display (Pole Display) The customer display allows you to create messages to be shown at different statuses of a terminal Create a message Select Select Select This will show the Customer Display Messages Screen...

  • Page 28: Saving Changes

    Enter the text you want to appear on the Customer Display depending on the status of the terminal  You can have a maximum of 20 characters on each line Saving Changes Select If you do not wish to save changes made select...

  • Page 29: Operators

    Operators Operators are till users who are or are not given permission to carry out functions on the tills To create a new Operator Select Select A blank Operator record will be displayed...
  • Page 30 Enter the Operator name and press Enter, if the name already exists you will be taken to the record, if not you will be asked if you wish to create the new operator Tick the ‘Display Button’ option if you want the operator name to appear on the log on screen Tick ‘Allow Reports’...

  • Page 31: To Edit An Existing Operator

    Select the to move the Function in to the Allowed Functions window Select Save You have now successfully set up a new operator To edit an existing Operator Select Select A blank Operator record will be displayed From the drop down box select the Operator you wish to edit the details of Edit required information Select Save To delete an Operator...

  • Page 32: Receipt Set Up

    Receipt Set Up Setting the Header and Footer for Receipts Select Select This will display the Receipt Set Up screen Type the desired text into the relevant fields and select the text size from the drop down boxes on the right Selecting Print will print a copy of the text Selecting View will display the text on screen as below...
  • Page 33 Selecting Save will save the changes made Exit will go back to the menu selection screen without saving changes  If you have made changes and they have not saved you may be in DEMO mode...

  • Page 34: Reason Menus

    Reason Menus Reason menus are attached to various till functions by default. When doing a function on the till you are prompted for a reason e.g. voiding an item the reason may be the order was incorrect To add a value to a reason type Select Select This displays the Reason Types Screen...

  • Page 35: To Remove A Reason

    The Reason values are displayed In the Reason x boxes type in the reason for the Function e.g. for a refund it may be ‘undercooked’, ‘burnt’ or ‘damaged’. Select Save to save the changes or Abort to go back to the previous page To remove a reason Select Select...
  • Page 36 This displays the Reason Types Screen From the drop down list select the Reason Type you wish to remove the value from The Reason values are displayed Delete the text Select Save...

  • Page 37: Sales Mode

    Sales Mode Basic User Operations (Hospitality) Sales Mode is the function which allows you to run a point of sale (till) from the Back Office machine, from Sale Mode you can carry out sales, process refunds manage tabs and tables amongst other things The illustrations used in the Sales mode section may not reflect the layout of your tills exactly e.g.

  • Page 38: Signing On To The Till

    An example of a typical Hospitality layout: Signing on to the till There are 4 main ways of signing on to a till 1. Dallas Key – this is a fob that is attached the till (usually on the card swipe) 2.

  • Page 39: Making A Sale

    4. Swipe Card – User has a designated card to swipe on to the till with, this may be password protected Making a Sale Select the product to be sold from the keyboard layout The selected product and it’s price will be displayed in the transaction screen If the product is not recognised because it does not exist there is a setting that can be switched on to allow you to create products ‘on the fly’...

  • Page 40: Using The Quantity Button

    Enter the description, price and select the correct department Select Accept The product will be pulled onto the transaction screen Using the Quantity Button The Quantity button can be used to sell multiples of a product Select the number to be sold from the number pad e.g.6 Select Select the product The selected product and it’s price will be displayed in the transaction screen...

  • Page 41: Selling With A Modifier

    Selling with a Modifier A Modifier is a button which allows a product to be sold at another size and or price e.g. Half Pint, Double or Childs Portion Select the modifier button Select the Product The selected product and it’s price will be displayed in the transaction screen ...

  • Page 42: Free Text

    Free Text This prints out on order printers and receipts but will not shown in the transaction pane Select Enter the text that you want to print beneath your product  The product must be sold before you can use this function Using a menu A menu may be used when a number of items can be grouped together e.g.

  • Page 43: Selling Products With Condiments

    Selling Products with Condiments Condiments are extras that can be added to a profile of a product. When a product with a Condiment is selected the Condiment window is displayed Select the option required if the choice is not compulsory there will be an ‘Exit’...

  • Page 44: To Recall A Transaction That Has Been Laid Away

    To recall a transaction that has been laid away Select The Layaway recall screen is displayed Select the transaction to be recalled Select The transaction is recalled to the transaction pane as normal...

  • Page 45: Storing To Tables/Tabs

    Storing to Tables/Tabs Tables (with table planner) are used predominantly in the Restaurant environment If you are in a transaction and want to store the products to a table: Select The table planner screen is displayed Select the table number The following message will appear Select Yes The following message will appear –...
  • Page 46 Select Yes Select Table Status When you view the table planner the table numbers may show in different colours; this is referred to as the table status; this is configurable In this example  Table 3 = Starters  Table 1 = Main Course ...

  • Page 47: Covers

     Selecting the Abort option will take you back to the transaction – a status must be selected  It is also possible to configure table statuses to work with time limits, if this limit has been exceeded the table will flash Covers Covers can be used either in a table or in a normal transaction Select the number from the number pad...

  • Page 48: Splitting The Bill

    Splitting the Bill Splitting the bill enables a table/tab to be split up into a number of bills that can be paid separately Recall the table Select The Split Bill page is displayed Select the items to be taken off of the current bill by clicking on the line Select The products appear on the transaction screen the bill can now be paid...

  • Page 49: Moving Products To Another Table

    Moving products to another table Recall the table Select The Split Bill page is displayed Select the items to be taken off of the current bill by clicking on the line Select The products appear on the transaction screen Select Select the table number you want to move the items to Store the table...

  • Page 50: Product Search

    Product Search Product Search can be used when you cannot find a specific product on the terminal Select Enter at least one character of the PLU or description Select Enter The results page is displayed To sell the product press the Select Product button Retry will take you back to the search entry page Abort will exit from the Product Search mode ...

  • Page 51: Product Enquiry

    Product Enquiry Product Enquiry can be used when you need to know certain details about a product; the information you see is configured by your dealer so every system will be different Select The Product Enquiry – Stock Details Page will be shown...

  • Page 52: Paying A Transaction

    Paying a transaction When all the items have been selected and you are ready to accept payment Select This will display the payments screen Using the numeric keypad enter the amount that is being tendered e.g. 2000 Select the tender type from the right hand side e.g. cash...

  • Page 53: To Accept Multiple Tender Types

    To accept multiple Tender Types When all the items have been selected and you are ready to accept payment Select This will display the payments screen Using the numeric keypad enter the amount that is being tendered e.g. 500 Select the tender type from the right hand side e.g. cash Enter the next amount to be tendered e.g.

  • Page 54: Printing A Receipt

    Printing a Receipt Select  When in a transaction or an open table and receipt is selected a bill will be printed, if you have just signed in and receipt is selected the last receipt (for the terminal) will be printed ...

  • Page 55: Basic User Operations (Retail)

    Basic User Operations (Retail) The illustrations used in the Sales mode section may not reflect the layout of your tills exactly e.g. the colour, size and wording on the buttons may be slightly different depending on how your system has been configured. Sales Mode is the function which allows you to run a point of sale (till);...

  • Page 56: Signing On To The Till

    An example of a typical Retail layout: Signing on to the till There are 4 ways of signing on to a till 1. Dallas Key – this is a fob that is attached the till (usually on the card swipe) 2.

  • Page 57: Making A Sale

    4. Swipe Card – User has a designated card to swipe on to the till with, this may be password protected Making a Sale Select the product to be sold from the keyboard layout The selected product and it’s price will be displayed in the transaction screen If the product is not recognised because it does not exist there is a setting that can be switched on to allow you to create products ‘on the fly’...

  • Page 58: Product Code

    Enter the description, price and select the correct department Select Accept The product will be pulled onto the transaction screen Product code Product Code can be used when you have memorised the PLU and it is quicker to type it in than look for the button or if the barcode is not scanning Enter the PLU e.g.

  • Page 59: Using The Quantity Button

    Using the Quantity Button Select the number to be sold from the number pad e.g.6 Select Select the product The selected product and it’s price will be displayed in the transaction screen Free Text This prints out on order printers and receipts but will not shown in the transaction pane Select Enter the text that you want to print beneath your product...

  • Page 60: Using A Menu

    Using a menu A menu may be used when a number of items can be grouped together e.g. all Starters if you cannot fit the individual items onto the page Select the Menu button The predefined list will be displayed Select the required product from the list or exit the menu The selected product and it’s price will be displayed in the transaction screen...

  • Page 61: Using The Scanner For Products With Barcodes

    Using the scanner for products with barcodes From Sales Mode hold the product with the barcode across the beam from the scanner The product name and price appears in the transaction pane If you get this message The barcode is not in the product record – add as a PLU Layaway This function can be used to temporarily store a transaction;...
  • Page 62 Select the transaction to be recalled Select The transaction is recalled to the transaction pane as normal...

  • Page 63: Product Search

    Product Search Product Search can be used when you cannot find a specific product on the terminal Select Enter at least one character of the PLU or description Select Enter The results page is displayed To sell the product press the Select Product button Retry will take you back to the search entry page Abort will exit from the Product Search mode ...

  • Page 64: Product Enquiry

    Product Enquiry Product Enquiry can be used when you need to know certain details about a product; the information you see is configured by your dealer so every system will be different Select The Product Enquiry – Stock Details Page will be shown...

  • Page 65: Paying A Transaction

    Paying a transaction When all the items have been selected and you are ready to accept payment Select This will display the payments screen Using the numeric keypad enter the amount that is being tendered e.g. 2000 Select the tender type from the right hand side e.g. cash...

  • Page 66: To Accept Multiple Tender Types

    To accept multiple Tender Types When all the items have been selected and you are ready to accept payment Select This will display the payments screen Using the numeric keypad enter the amount that is being tendered e.g. 500 Select the tender type from the right hand side e.g. cash Enter the next amount to be tendered e.g.

  • Page 67: Printing A Gift Receipt

    Printing a Gift Receipt From the Subtotal screen select: Printing a Receipt: Select  When in a transaction or recalled lay away and receipt is selected a bill will be printed, if you have completed a transaction and receipt is selected then a receipt will be printed.

  • Page 68: Functions

    Functions The illustrations used in the Sales mode section may not reflect the layout of your tills exactly e.g. the colour, size and wording on the buttons may be slightly different depending on how your system has been configured. Some of these functions may not be available depending on specifications given to your dealer Fixed Discount Ring the items through...

  • Page 69: All Discount (Subtotal Discount)

    All Discount (Subtotal Discount) This may be configured to allow the items to be tagged individually but is usually set up to apply to all items in a transaction Ring the items through Select Enter the percentage amount to be discounted Select ...

  • Page 70: Void/Void Entire Transaction

    Void/Void Entire Transaction This will allow you to either remove an item or several items from a transaction or void the entire transaction To remove 1 item or a selection of items Select The void screen will be displayed Tag the item/items to be removed Select...

  • Page 71: Void Entire Transaction

    Void Entire Transaction Select The reason menu is displayed Select the reason  You may also have an error correct button which will allow 1 item to be removed or void last item which will remove the last item on the transaction Refund Item This will allow the operator to refund an item...

  • Page 72: Refund Current Transaction

    Refund Current Transaction This will allow the operator to refund all items on one transaction Ring the products through to be refunded Select All the items in the transaction will be shown as a negative  The refund function will automatically add the product back in to stock.

  • Page 73: Paid Out

    Paid Out The Paid Out function is for accounting for monies that have left the till during the trading day e.g. the window cleaner was paid, petty cash for the corner shop, there is a reason menu attached to the function. This function cannot be done in a transaction Select The Paid Out window is displayed...

  • Page 74: Paid In

    Paid In The Paid In function is to account for monies that have been added to the till during the trading day e.g. Float, there is a reason menu attached to the function. This function cannot be done in a transaction Select The Paid In window is displayed From the drop down box select the reason for the function...

  • Page 75: Price Change

    Price Change The Price Change Function is mainly used for reducing (but will increase as well) the price of a product outside of a discount e.g. if an item is damaged and you wish to knock down the price. Ring through the item you want to change the price of Select The Price Change Window is displayed Enter the price you want to charge in the ‘New Price’...

  • Page 76: Terminal Reports

    Terminal Reports Current Financial Some of these reports will only appear if the feature is configured. Report Name Information Current Financial Number and Value of Transactions Nett Sales Tender Type breakdown Number of No Sales Number and Value of Voids Loyalty Point Issued VAT Analysis Group/Dept...

  • Page 77: Archive/Central - Sales

    Archive/Central – Sales These Reports will only have data once the End of Day procedure has been done. Because they are period defined reports, once the report has been selected you will need to choose a start date and/or a finish date for the report. Certain reports may also ask for Terminals to be defined by a tick box, the default is set to all terminals.

  • Page 78: Sales Commission

    VAT Analysis Sales Commission User defined period User Sale Value User Commission earned Overall Sale Value Overall Commission Value Operator Sales User Defined Period By Operator Number and Value of Transactions Nett Sales Tender Type breakdown Number of No Sales Number and Value of Voids Loyalty Point Issued VAT Analysis...

  • Page 79: End Of Day

    End of Day Each till must be declared at the end of the day/shift. Select Cash Declaration This is configurable and may not be switched on – it allows you to reconcile your cash and drawer figure on each till at end of day. The amount declared is the total amount of cash, cheques, cards and ‘other’...
  • Page 80 Enter either the number of notes in the count box OR the value of the notes in the value box, in the non cash section enters the value against the tender type; you may also enter the number as well but this is not mandatory.
  • Page 81 The end of day confirmation selection will appear Select Yes to confirm the date and to transfer the data; if no is selected the declaration is forgotten and the current financials remain in place  Declarations are configurable so they may use one of the examples above or none at all...

  • Page 82: Sales Review

    Sales Review Sales Review enables you to view either Central/Archive Sales or Current Local Sales from the Back Office, drill down into the transaction and reprint receipts. The default when launching the software will be Central/Archive (all sales up until the last end of day), once you have changed the criteria to be local (for the machine you are on) this will be the default until you exit and load the software again Central/Archive Sales...

  • Page 83: To Find A Transaction From A Past Date

    To find a transaction from a past date Select The search criteria screen is displayed  To be in Central/Archive Sales the End of Day process must have been done, the date chosen at end of day will be the date the sales will appear in reports Leave the default as Central/Archive Sales Select the Operator (if known) if not keep as All Operators...
  • Page 84 Select the Transaction Type or types you want to find Select the date or the date range of the transactions you want to view, if you want you can narrow this down by time by using the start and end time selections Chose the Terminals of the transactions you want to view, if you want to see Terminal 1 select Range of Machines and From 1 To 1...
  • Page 85 The Sales Transactions Review screen will be shown with the relevant data using the criteria above we will see all sales and refund transactions on all machines by all operators between 16/1 and 23/1 Highlight the transaction you want to view in more detail Select The transaction detail will be shown...

  • Page 86: To Print A Copy Receipt

    To Print a Copy Receipt Select To exit from the detail view Select To Print an A4 copy of the receipt Select...

  • Page 87: To Void The Transaction

    To void the transaction Select  Voiding the Transaction will remove it from the database – this functionality may be disabled To Print the Search result List from the Receipt Printer From the Search Result Screen Select This will display the list of transactions...

  • Page 88: To Print A Copy Of A Selection Of Receipts

    To print this Select The continue button will exit back to the results screen To Print a Copy Of a Selection Of Receipts  These will print from the receipt printer From the search results page Select You will be asked to confirm that you want to print all of the receipts If you do Press Yes if not Press No To Export to HTML Select...

  • Page 89: Serial Tracking

    Serial Tracking Serial tracking is used to log details of products sold and to whom e.g. serial numbers of guns Set up a product for serial tracking In the product record on the ‘Profile’ and ‘Options’ tab Tick On the ‘Settings’ tab Set the minimum and maximum number of characters the serial number can have Selling a Product with serial tracking...
  • Page 90 When the Sub total button is pressed you will be asked for the customer details so they can be stored in the database Enter the customer details  If the customer already exists in the database you can use the ‘Customer Database’...

  • Page 91: Looking Up Serial Tracking Transactions

    Looking up Serial Tracking transactions From the Back Office Select Select The serial tracking screen is displayed  By default all transactions are displayed but you can narrow down the list by date range, sort by date, name, PLU, description, serial number and receipt number or use the open search for a specific transaction...

  • Page 92: Mail Merge Wizard

    Mail Merge Wizard Mail merge wizard is a tool to export data held in the Account and / or Customer database to a csv file. To Export Data Select Select The mail merge wizard Step 1 page is opened Select the data group you want to capture the data from Select Next Step Step 2 is displayed...
  • Page 93 Tick the selection criteria you want to chose from Select Next Step The mail merge confirmation selection screen is displayed...
  • Page 94 Select The Customer mail merge screen is displayed The search criteria you selected will be available Narrow down your customer criteria if relevant Select A message will appear advising the number of records found matching the criteria If you want to proceed with the export press Yes, if not press no If Yes is selected the following screen is displayed...
  • Page 95 Select the path you wish to save the document to Enter the name of the document Select OK The Mail Merge complete message will be displayed Select OK The document can now be found in the location you chose to save it in...

  • Page 96: Commission

    Commission This is a feature that enables ‘Users’ to earn commission on sales made. Commission is set against a user in ‘bands’, these bands are set in £  There are a maximum of 10 bands that can be set Setting Up Personnel Select Select...

  • Page 97: Deleting Personnel

    Press Enter twice The name of the user will be added to the list Deleting Personnel Select Select The Commission Personnel/Rates screen will appear Highlight the name of the user you want to delete by clicking on it Select...

  • Page 98: Editing Personnel

    Editing Personnel Select Select The Commission Personnel/Rates screen will appear Highlight the name of the user you want to edit by clicking on it Select The Commission Name screen is displayed Edit the required information Press Enter...

  • Page 99: Saving Changes

    Saving Changes To save any additions or any changes made from the Commission/Personnel Rates screen Select If you do not want to save the changes made Select Setting Up Rates  Rates are set for all personnel and all sales you cannot set up a rate for a particular product or user Select Select...

  • Page 100: Selling With Commission Set

    Select The rates page is displayed Enter in the band numbers the amounts and commission rates you want to implement In this example a sale up to £10.00 will attract 10% and between £10.00 and £100.00 attracts 20% Selling with Commission Set Select the products to be sold Select The Commission Selection screen is displayed...
  • Page 101 Select the Person the commission is to be attributed to In Reports and Current Sales you can view the Sales Commission Report For a summary of this Report please see the Reports section...

  • Page 102: Clock In/Out

    Clock In/Out This is a feature that enables Staff hours to be tracked; the staff member should ‘clock in’ at the beginning of their shift and ‘clock out’ at the end of their shift. To Clock In Log on to the POS Select This will register the Operator and the time the clock in function was selected;...

  • Page 103: Labels

    Labels There are two ways of printing shelf edge or product labels (barcodes) either from the product record (single product) or from database (multiple products). Printing from the Product Record Select Select In the Labels section Select the button for the type of label required Once you have selected the type of label you want to print the following screen will be shown...

  • Page 104: Printing From The Database

    The PLU and Description is carried through from the product record so this is the information that will print on the labels Select the Quantity of labels required Printing from the Database This is for printing labels for a whole department Select Select Select...
  • Page 105 The generate labels screen will be shown Click on the Department you want to print labels for Select the type of label you want to print Select the number of labels required If you do not want labels for products marked as ‘on-stop’ tick the box Select...
  • Page 106 The following message will be displayed If correct Press Yes You will then see the following Once you have selected all of your departments and number of labels select The following screen will be displayed Select the label type from the list on the left To preview the labels select Preview To Print the labels select Print Exit and Clear will take you back to the Database options screen...

  • Page 107: Credit Notes

    Credit Notes Credit Notes are a form of refund by effectively putting the person in ‘credit’ and issuing a receipt for the credit amount Issuing a Credit Note Refund the items that you wish to issue a credit note for Select Select The Credit Issue details screen is displayed...

  • Page 108: Using/Redeeming A Credit Note

    Using/Redeeming a Credit Note Ring through the items on the transaction Select Select The Credit Redeem Details page will be shown Enter the Credit Note Number  The credit note number can be found on the credit note issue receipt or you can use the as a search function, make sure you verify the details of the note you are redeeming...

  • Page 109: Stock In/Out

    Stock In/Out To use the stock facility the products/PLUs must be set up, this manual assumes the product exists in the database and units of sale have been created. You can enter the stock details when creating the item; the process does not have to be done separately.
  • Page 110 In the Case QTY enter the number of sale units in the case you purchase e.g.in a box of 36 Mars Bars there are 36 items, in a 70cl bottle of Vodka selling at 25ml shots there are 28 In the case cost enter the cost price of the case The Unit cost will be calculated automatically In the Quantity field for each unit of sale and price level you have set up;...

  • Page 111: To Set Up A Recipe Item

    To set up a recipe item A recipe item is used when selling a product that is made up of more than 1 item e.g. Lager Shandy so the Stock takes are accurate we must tell the system how much Lager and how much Lemonade is in the product. You must have your products Lager and Lemonade set up as above Add Carlsberg Shandy as a PLU Select...
  • Page 112 In this example I have told the system I am taking Half of Carlsberg from stock – it has calculated the cost Select Find the second product you want to add, repeat this process until all constituent items have been added ...
  • Page 113 Select Yes  Updating the main recipe cost price means that the system will work out the cost price based on the items and quantities you have added to the recipe item The Margin and Profit fields on the front of the product record will be updated...

  • Page 114: Stock Orders

    Stock Orders Stock orders can be used to record incoming stock which has not yet been received/orders placed with suppliers. This is not a mandatory part of the Stock In process as ‘Goods In’ can be created as deliveries are received. These orders can be faxed or sent electronically to Suppliers in some cases.
  • Page 115 A new screen will appear In the PLU field enter the PLU field of the first product you want to add to the list and enter, if you do not know the full PLU press the and the product search box will appear In the Search for field enter a minimum of 1 character of the product you are searching for the search will find any product with that character in e.g.
  • Page 116 The product is displayed on the Order page with the quantity and cost  If the cost is 0.00 there is no cost price set against the product record If you want to keep this as an Open Order that can be added to and quantities changed select Once all products and Quantities for this supplier are added and the order is complete select...

  • Page 117: Setting A Product To Use Min And Max Criteria

    Setting a Product to use min and max criteria Minimum and Maximum are levels set in the system for reordering purposes e.g. if my min level is 5 and my max level is 10 and I have 7 in stock my reorder figure will be 3 Find the product record of the product you want to set min and max levels for Select Stock/History...

  • Page 118: To Book An Order Into Stock

    To Book an Order into Stock Select Select  The order will not appear in the Select Orders list until it has been ‘Finalised’ The Select Orders screen will appear Highlight the Order from the list Confirm that you wish to extract the Order to Goods Inwards Confirm that you wish to extract the Order to Goods Inwards The Goods in Number allocation message is shown...
  • Page 119 Select OK to confirm the number The Goods In screen is displayed Enter the Supplier Reference number in the field if required Select the Product Listing tab...

  • Page 120: If The Delivery Was Correct

    If the delivery was correct: Select Select The accept goods in message will be shown If the product and amounts were received say Yes, if not say No, assuming you select Yes, you will be asked if you want to print a goods in document...

  • Page 121: If The Delivery Qty Or Cost Was Incorrect

    The Goods in page will be displayed again but the Order you have just booked in will not be there If the delivery Qty or Cost was incorrect: When the Goods In page is displayed select the Product Listing tab Double click the product which was not delivered correctly From here you can change ...

  • Page 122: Deleting An Item

    The product listing page is displayed with the changes reflected If you do not want to save the changes made Select Select The accept goods in message will be shown If the product and amounts were received say Yes, if not say No, assuming you select Yes, you will be asked if you want to print a goods in document The Goods in page will be displayed again but the Order you have just booked in will not be there...

  • Page 123: Edit An Item

    Use the PLU or Description field to search for the product you want to add to the delivery, once the product has been selected the Case Qty and Case Cost will be read through from the product record In the Case Qty In field select the number of cases delivered Select The product listing page is displayed with the new product on the delivery Edit an Item...

  • Page 124: Goods In

    Goods In Goods In is used to record delivered stock from Suppliers. This is a mandatory part of the Stock In process, for the system to be able to calculate stock levels, reorder values and discrepancies it must know how many of each product has been delivered.
  • Page 125 Select the Supplier from the Supplier drop down box Enter the supplier ref if required (this may be the delivery note number) Select the date of delivery Add any comments in the comments box Select the Product Listing page this will be blank Select The following search box is displayed Use the PLU or Description field to search for the product you want to add to the...
  • Page 126 Select The accept goods in message will be shown The Goods In number allocation message will be shown If the product and amounts were received say Yes, if not say No, assuming you select Yes, you will be asked if you want to print a goods in document If you select Yes the document will print if No is selected the Goods In Listing page will be shown...

  • Page 127: Goods In Page

    Goods In Page The Goods In page can be viewed by choosing criteria to display The default display is Non Completed Only; however you can change this by using the radio buttons From the radio buttons you can narrow down the selection to: ...

  • Page 128: Stock Taking

    Stock Taking Stock Taking is the procedure which allows you to manage your Stock. Doing a Stock Take Select Select The Stock Take screen will appear Select the Departments you want to include in your count...
  • Page 129  If you have created a new Department and it is not showing in the Department Selection list press the initialise button, this will read through any new departments Select The Stock Take List page is displayed – this lists all of the products in the selected departments to be counted Once you have created the list you can then print a Count Sheet, to do this select...
  • Page 130 At this point you can change the count declaration once the Button has been selected and you have said Yes to The stock take figures are saved and the product records updated accordingly.

  • Page 131: Stock Adjustments

    Stock Adjustments Stock Adjustments are used to correct the Stock holding quantity when it has not been affected through Sales or Deliveries. To create a new adjustment Select Select The Stock Adjustments screen is displayed Select...
  • Page 132 The product listing screen is displayed In the Reference field enter the reference number or comment for the adjustment being done Select The Stock Adjustment Item number screen is displayed...
  • Page 133 Enter the PLU or description or use the search if you do not know the full PLU or description  The unit cost is read through from the product record so it s important to keep this updated If the stock level is increasing enter the number in the Quantity In field If the Stock Level has decreased enter the number leaving stock in the Quantity Out field Select OK...

  • Page 134: Stock Adjustments Screen

    A confirmation screen will appear If you are sure and want to proceed press Yes if not press No If yes is selected the following screen will appear Select OK You will be asked if you would like to print the document for your records answer Yes or No You will be returned to the Stock Adjustments screen Stock Adjustments Screen...

  • Page 135: Edit An Adjustment

    If the entry is Updated you will see: Edit an Adjustment: Highlight the adjustment to be edited Select You can either add an item to the adjustment by selecting Or you can edit an item on the adjustment by highlighting the item and selecting Or by double clicking on the item line From here you can ...

  • Page 136: View An Adjustment

    View an Adjustment Highlight the adjustment you want to view Select The Stock Adjustments page will be shown  You can print the document at any time when you see this icon...

  • Page 137: Customer Back Office

    Customer Back Office Customers Customer is a module to manage customers; it can be used with or without loyalty and is also used in conjunction with orders Creating a New Customer Select Select A blank Customer Details page is displayed Enter the customer code ...
  • Page 138  The customer code has a maximum of 20 characters and can be alphanumeric Select Enter If the Customer exists you will be taken to that record if not you will be asked if you want to create a new one Select Yes The customer details page is enabled Enter the full name in the name field...

  • Page 139: Adding A Customer To A Group

    Adding a Customer to a Group Select Identify the customer by using the customer code or name From the drop down list next to Group select the Group you want the customer to belong to  To add a new Group see the Groups section of the manual or you can add a new group from the customer record by selecting the ‘Set Groups’...

  • Page 140: Allocating A Swipe Card

    Allocating a Swipe Card Identify the customer In the Card Info field enter the card number Entering Birthdays and Anniversaries Identify the customer Select The following fields are displayed Enter the required information Putting a Customer ‘On Stop’ Identify the customer Select Tick ...

  • Page 141: View Deposit History

    View Deposit History Select Select The Deposit page is shown From this page you can  Add a New deposit  Refund a Deposit  Print a list of Deposits  Reprint a Deposit Receipt  For more information please see Deposits section of the manual...

  • Page 142: Transaction Overview

    Transaction Overview Select On this page you will see the overview...

  • Page 143: Customer Groups

    Customer Groups Adding a New Group Select Select The customer groups page is displayed Enter the Group Code  Group Code is a unique ID for the group you are creating – it is an alphanumeric field and can have a maximum of 20 characters...

  • Page 144: Deleting A Group

    If the code already exists you will be taken to the record if not you will be asked if you want to create a new one Select Yes Enter the full title of the Group in the title field Select Deleting a Group Select Select...
  • Page 145 Enter the Group Code or use the drop down box to select the Group you want to delete Select You will be asked to confirm that you want to delete the selected Group Select Yes  Deleting a Group automatically removes it from the Customer record – you do not get any warning about this...

  • Page 146: Customer Orders

    Customer Orders Create a New Order: Select Select You will be asked to confirm the creation of a new order Select Yes The Customer Stock Order Screen is displayed Identify the customer Select...
  • Page 147 The following page is displayed Select The product search box will appear Enter the PLU or description...

  • Page 148: Add To An Existing Order

    Select the quantity Enter any discount to be applied in either amount or % Enter any comments in the free text field Select The customer order screen is displayed with the selected product line entered Repeat the process until all the required products are on the order To save the order Select This will save the order for collection at a later date.
  • Page 149 The product search box will appear Enter the PLU or description Select the quantity Enter any discount to be applied in either amount or % Enter any comments in the free text field Select The customer order screen is displayed with the selected product line entered...

  • Page 150: Remove An Item From An Order

    You will see the order summary box has updated Repeat the process until all the required products are on the order To save the order Select This will save the order for collection at a later date. Remove an Item from an Order Recall the order Highlight the item to be removed Select...

  • Page 151: Amending A Product On An Order

    Amending a Product on an Order Recall the order Highlight the product to be changed Select The product order details will be shown Change the required information When editing a product you can change:  Unit of Sale  Unit Cost ...

  • Page 152: Deleting An Order

    Deleting an Order Recall the order Select You will be asked to confirm the deletion of the order Select Yes You cannot delete an order with a deposit attached; you must refund  the deposit first...

  • Page 153: Loyalty

    Loyalty Loyalty is used to give customers reward points or discounts off of sales. Setting Up a Customer for Loyalty Discount Identify the customer you want to set up a discount for On the ‘Profile’ tab Enter the discount you want to apply to this customer in the Loyalty Discount field This will prompt on the terminal if you want to apply the discount every time you identify the customer in a sale...

  • Page 154: Comments

    Comments Comments are used to add text to the bottom of receipts for Customers; there are 2 different types; Customers with loyalty and Customers without loyalty. Adding Text Select The Loyalty Receipts Comments screen will be shown  The text lines are limited to 3 and 30 characters per line Enter the text for the relevant customer type...

  • Page 155: Listing

    Listing Listing runs a crystal report to list the customers for a criteria selection Run a Report Select Select The criteria selection screen is displayed  View will show the report on screen with the option to print  Print will ask if you want to print the document ...

  • Page 156: Customer On The Terminal

    Customer on the Terminal Credit Notes Credit Notes are a form of refund by effectively putting the person in ‘credit’ and issuing a receipt for the credit amount Issuing a Credit Note Refund the items that you wish to issue a credit note for Identify the customer Enter the customer details Select...

  • Page 157: Using/Redeeming A Credit Note

    Complete the transaction Using/Redeeming a Credit Note Ring through the items on the transaction Identify the customer Select Select The Credit Note Search page will be shown Select the credit note to be redeemed...
  • Page 158 Select Complete the transaction If the Credit Note you have selected is not attached to the identified customer the following message will appear  A credit note can be used as a Part Payment...

  • Page 159: Deposits

    Deposits Deposits are more commonly used to take an amount of money prior to an event or goods being received Taking a Deposit Identify the Customer Select The deposit screen is displayed Select...
  • Page 160 The deposits screen is displayed Enter the deposit amount In the free text field enter any relevant comments Select the number of receipt copies required Select the Tender Type e.g. The confirm payment to be taken message will appear Select Yes You will be returned to the customer deposit screen where the deposit will be listed Select This will return you to normal sales mode...

  • Page 161: Refund A Deposit

    Refund a Deposit Identify the Customer Select The deposit screen is displayed Highlight the deposit you want to refund Select You will be asked to confirm that the refund and amount to be given Select Yes You can enter a reason in the free text field if required and press enter Select the payment method to be refunded to e.g.

  • Page 162: Print A Deposit List

    In the deposits screen the deposit will be listed as refunded Select This will return you to normal sales mode The customer is still identified at this point – you need to sign off and  back on again if you do not want the customer to be attached to the current transaction ...

  • Page 163: Redeeming A Deposit

    Redeeming a Deposit Identify the Customer Select The deposit screen is displayed Highlight the deposit you want to redeem Select Confirm that this is the deposit you want to redeem Select Yes...
  • Page 164 You will be asked if you want to redeem any other deposits on this transaction If you do press Yes, if not press No The Deposit will appear as a -ve on the transaction pane Complete the transaction  You can redeem a deposit before starting the transaction or at the...

  • Page 165: Orders

    Orders Orders are used predominantly for forward ordering e.g. a bakery may have customers coming in and placing orders for the following day. Orders can be used in conjunction with deposits. Create a New Order Select Select You will be asked to confirm the creation of a new order Select Yes The Customer Stock Order Screen is displayed Identify the customer...
  • Page 166 The following page is displayed Select The product search box will appear Enter the PLU or description Select the quantity Enter any discount to be applied in either amount or % Enter any comments in the free text field Select...

  • Page 167: Add To An Existing Order

    The customer order screen is displayed with the selected product line entered Repeat the process until all the required products are on the order To save the order Select This will save the order for collection at a later date. Add to an Existing Order Identify the customer Select...
  • Page 168 Select The order page is recalled Select The product search box will appear Enter the PLU or description Select the quantity Enter any discount to be applied in either amount or % Enter any comments in the free text field Select The customer order screen is displayed with the selected product line entered...

  • Page 169: Remove An Item From An Order

    You will see the order summary box has updated Repeat the process until all the required products are on the order To save the order Select This will save the order for collection at a later date. Remove an Item from an Order Recall the order Highlight the item to be removed Select...

  • Page 170: Amending A Product On An Order

    Amending a Product on an Order Recall the order Highlight the product to be changed Select The product order details will be shown Change the required information When editing a product you can change:  Unit of Sale  Unit Cost ...

  • Page 171: Deleting An Order

    Deleting an Order Recall the order Select You will be asked to confirm the deletion of the order Select Yes You cannot delete an order with a deposit attached; you must refund  the deposit first...

  • Page 172: Adding A Deposit To An Order

    Adding a Deposit to an Order Select the order you want to add a deposit to On the Product/Deposit Details tab Select The calendar will appear Select the date that the order will be collected Select...
  • Page 173 The Deposit screen is shown Enter the deposit amount Enter comments as required in the free text field Select the number of receipt copies you require Select the tender type e.g. The confirm payment to be taken message will appear Select Yes The deposit will be listed in the Product/Deposit Details tab...

  • Page 174: Refunding A Deposit From An Order

    When you add a deposit to the order the order summary will be updated to reflect it To save the order Select This will save the order for collection at a later date.  This can be done when the order is being taken or after it has been taken;...
  • Page 175 The confirm refund amount message will be shown The refunded deposit screen is shown In the Free Text field enter comments/reasons for refund as required Select enter Select the tender type the refund will be given in e.g. The refunded deposit will be listed The summary box will be updated...

  • Page 176: Finalising An Order

    To save the order Select This will save the order for collection at a later date. Finalising an Order Select You can also recall the order by identifying the customer first  The customer order screen will be displayed From the drop down box select the order to be finalised / collected Verify the details of the order are correct Select ...
  • Page 177 You will be asked to confirm you want to finalise the order Select Yes The order product and deposit details (if applicable) will be displayed in the transaction pane with the outstanding amount to be paid (+) or monies owing to customer (-) Complete the transaction ...

  • Page 178: On Stop

    On Stop A customer may be set to a status of ‘On Stop’ if they are overdue with account payments for example. What happens on the till? Once the customer has been identified you will see the following message Select OK You will be taken back to the transaction screen ...

  • Page 179: Loyalty

    Loyalty Making a Sale with Loyalty Ring through the items to be sold Identify the Customer This will display the customer profile page on the Loyalty point tab you can see an overview of the points Accept the customer You will be asked if you want to apply the customer discount to this transaction Select Yes or No depending if you want to apply the discount...

  • Page 180: Redeeming Points

    Redeeming Points Select The Redeem Points screen will be displayed From the list highlight the number of points you want to redeem Press Complete the transaction  If you do not want to redeem the points select complete the transaction...
  • Page 181 Once the points have been redeemed the customer record is updated to reflect this...

  • Page 182: Faqs And Top Tips

    FAQs and Top Tips Buttons disappearing every time you click on them? The Ctrl button is being held down at the same time – if the user should not be able to edit screens un tick the ‘Allow Screen Changes’ box in their operator profile Cannot give discount on certain products? In the product record on the profile tab the ‘max discount’...

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